Constellation Brands, Inc.
STZ- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000016918
No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,039 institutions reported holding it in 13F filings for Q2 2026, worth $20.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Constellation Brands, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,300
- +61 vs. Q3 2023
- Shares held
- 141.2M
- −630.0K (−0.4%) vs. Q3 2023
- Total value
- $34.1B
- −$1.51B (−4.2%) vs. Q3 2023
- New holders
- 148
- 499 more added
- Sold out
- 87
- 458 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,039 | $20.1B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.0B |
| Q2 2025 | 1,132 | $24.0B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.3B |
| Q3 2024 | 1,326 | $37.3B |
| Q2 2024 | 1,342 | $37.5B |
| Q1 2024 | 1,323 | $39.6B |
| Q4 2023 | 1,300 | $34.1B |
| Q3 2023 | 1,256 | $35.8B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $31.3B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,216 | $30.5B |
| Q2 2022 | 1,219 | $30.3B |
| Q1 2022 | 1,206 | $31.1B |
| Q4 2021 | 1,232 | $33.9B |
| Q3 2021 | 1,134 | $27.9B |
| Q2 2021 | 1,156 | $32.0B |
| Q1 2021 | 1,159 | $31.8B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 5,215 | $1.26M | 0.01% | +708+15.7% | Added |
| Kennedy Investment Group | 5,243 | $1.27M | 0.71% | +6+0.1% | Added |
| Siemens Fonds Invest GmbH | 5,245 | $1.27M | 0.10% | +743+16.5% | Added |
| Crossmark Global Holdings, Inc. | 5,256 | $1.27M | 0.03% | +121+2.4% | Added |
| TD Private Client Wealth LLC | 5,266 | $1.27M | 0.05% | −863−14.1% | Reduced |
| CWM, LLC | 5,273 | $1.27M | 0.01% | +820+18.4% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.28M | 1.25% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,400 | $1.31M | 0.05% | −2,301−29.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,415 | $1.31M | 0.15% | +3,849+245.8% | Added |
| Lipe & Dalton | 5,433 | $1.31M | 0.71% | −49−0.9% | Reduced |
| Advisors Asset Management, Inc. | 5,438 | $1.31M | 0.03% | +397+7.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,449 | $1.32M | 0.55% | −185−3.3% | Reduced |
| McDonald Partners LLC | 5,450 | $1.32M | 0.39% | +107+2.0% | Added |
| Acadian Asset Management LLC | 5,481 | $1.32M | 0.01% | +933+20.5% | Added |
| Trust Investment Advisors | 5,488 | $1.33M | 1.03% | −55−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 5,494 | $1.33M | 0.01% | +4,161+312.2% | Added |
| Swiss Life Asset Management Ltd | 5,489 | $1.33M | 0.02% | −2,116−27.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,581 | $1.35M | 0.63% | +5,581 | New |
| Norinchukin Bank, The | 5,641 | $1.36M | 0.03% | −500−8.1% | Reduced |
| Metis Global Partners, LLC | 5,646 | $1.36M | 0.05% | −276−4.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,655 | $1.37M | 0.99% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,717 | $1.38M | 0.14% | +3,953+224.1% | Added |
| Coastal Investment Advisors, Inc. | 5,723 | $1.38M | 0.31% | −1,889−24.8% | Reduced |
| Lecap Asset Management Ltd | 5,724 | $1.38M | 0.50% | +5,724 | New |
| Platform Technology Partners | 5,601 | $1.38M | 0.54% | +826+17.3% | Added |
| Vinva Investment Management Ltd | 5,734 | $1.39M | 0.10% | +822+16.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,758 | $1.39M | 0.10% | +24+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 5,770 | $1.39M | 0.02% | +1,338+30.2% | Added |
| Jacobi Capital Management LLC | 5,803 | $1.40M | 0.14% | +91+1.6% | Added |
| Cullinan Associates Inc | 5,902 | $1.43M | 0.08% | −4,100−41.0% | Reduced |
| Benedict Financial Advisors Inc | 5,921 | $1.43M | 0.39% | +16+0.3% | Added |
| Miller Investment Management, LP | 6,000 | $1.45M | 0.21% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 6,004 | $1.45M | 0.29% | −1,106−15.6% | Reduced |
| Perigon Wealth Management, LLC | 6,012 | $1.45M | 0.05% | +1,893+46.0% | Added |
| Cim Investment Mangement Inc | 6,022 | $1.46M | 0.47% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 6,025 | $1.46M | 0.04% | +3,029+101.1% | Added |
| Parallax Volatility Advisers, L.P. | 6,031 | $1.46M | 0.04% | −4,817−44.4% | Reduced |
| Radnor Capital Management, LLC | 6,050 | $1.46M | 0.27% | +6,050 | New |
| Ameritas Advisory Services, LLC | 6,048 | $1.47M | 0.08% | +91+1.5% | Added |
| MidWestOne Financial Group, Inc. | 6,135 | $1.48M | 0.28% | +83+1.4% | Added |
| Barden Capital Management, Inc. | 5,998 | $1.50M | 1.22% | +612+11.4% | Added |
| Synovus Financial Corp | 6,209 | $1.50M | 0.02% | −147−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,235 | $1.51M | 0.02% | +825+15.2% | Added |
| Linden Thomas Advisory Services, LLC | 6,351 | $1.54M | 0.29% | −60−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 6,397 | $1.55M | 0.05% | −689−9.7% | Reduced |
| Audent Global Asset Management, LLC | 6,404 | $1.55M | 1.85% | +4,482+233.2% | Added |
| Clearstead Advisors, LLC | 6,412 | $1.55M | 0.08% | +35+0.5% | Added |
| Sciencast Management LP | 6,449 | $1.56M | 0.85% | +5,103+379.1% | Added |
| Axq Capital, LP | 6,500 | $1.57M | 0.42% | +1,600+32.7% | Added |
| Williams Jones Wealth Management, LLC. | 6,518 | $1.58M | 0.02% | −225−3.3% | Reduced |
| Metropolitan Life Insurance Co | 6,579 | $1.59M | 0.07% | −96−1.4% | Reduced |
| Montag A & Associates Inc | 6,746 | $1.63M | 0.09% | −650−8.8% | Reduced |
| Moody National Bank Trust Division | 6,771 | $1.64M | 0.13% | −2,461−26.7% | Reduced |
| Umb Bank N A | 6,795 | $1.64M | 0.02% | +219+3.3% | Added |
| Cross Staff Investments Inc | 6,797 | $1.64M | 1.46% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,837 | $1.65M | 0.06% | +5,427+384.9% | Added |
| Stableford Capital II LLC | 6,431 | $1.66M | 0.71% | +2,118+49.1% | Added |
| Quest Partners LLC | 6,860 | $1.66M | 0.35% | +6,860 | New |
| HM Payson & Co | 6,880 | $1.66M | 0.03% | −171−2.4% | Reduced |
| Pflug Koory, LLC | 6,906 | $1.67M | 0.88% | 00.0% | Unchanged |
| Andra AP-fonden | 7,000 | $1.69M | 0.09% | −6,600−48.5% | Reduced |
| Resources Investment Advisors, LLC. | 7,051 | $1.70M | 0.03% | +2,051+41.0% | Added |
| Zevenbergen Capital Investments LLC | 7,105 | $1.72M | 0.04% | +135+1.9% | Added |
| Marco Investment Management LLC | 7,201 | $1.74M | 0.18% | 00.0% | Unchanged |
| JustInvest LLC | 7,280 | $1.76M | 0.05% | −768−9.5% | Reduced |
| Cornerstone Advisors, LLC | 7,300 | $1.76M | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 7,304 | $1.77M | 0.04% | −210−2.8% | Reduced |
| Webster Bank, N. A. | 7,310 | $1.77M | 0.22% | −194−2.6% | Reduced |
| U S Global Investors Inc | 7,350 | $1.78M | 0.12% | +7,350 | New |
| Silvercrest Asset Management Group LLC | 7,351 | $1.78M | 0.01% | −277−3.6% | Reduced |
| Citizens National Bank Trust Department | 7,440 | $1.80M | 0.46% | +70+0.9% | Added |
| Gs Investments, Inc. | 7,485 | $1.81M | 0.95% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,522 | $1.82M | 0.02% | +846+12.7% | Added |
| Oppenheimer Asset Management Inc. | 7,548 | $1.82M | 0.03% | −142−1.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.83M | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,080 | $1.83M | 0.86% | −250−3.4% | Reduced |
| Xcel Wealth Management, LLC | 7,667 | $1.85M | 0.65% | −1,200−13.5% | Reduced |
| Capital International Sarl | 7,698 | $1.86M | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,705 | $1.86M | 0.33% | +3,717+93.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 7,739 | $1.87M | 2.15% | −303−3.8% | Reduced |
| HBK Sorce Advisory LLC | 7,786 | $1.88M | 0.07% | −373−4.6% | Reduced |
| Triangle Securities Wealth Management | 7,793 | $1.88M | 0.59% | +36+0.5% | Added |
| Ostrum Asset Management | 7,802 | $1.89M | 0.16% | +33+0.4% | Added |
| Archon Partners LLC | 7,825 | $1.89M | 0.26% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 7,868 | $1.90M | 0.50% | −475−5.7% | Reduced |
| Redwood Investments, LLC | 7,897 | $1.91M | 0.50% | +469+6.3% | Added |
| Condor Capital Management | 7,950 | $1.92M | 0.21% | +240+3.1% | Added |
| IFP Advisors, Inc | 7,987 | $1.93M | 0.09% | −121−1.5% | Reduced |
| GWM Advisors LLC | 7,796 | $1.94M | 0.02% | +3,084+65.4% | Added |
| Nordea Investment Management AB | 8,040 | $1.95M | 0.00% | +507+6.7% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,088 | $1.96M | 1.49% | +8,088 | New |
| National Asset Management, Inc. | 8,131 | $1.97M | 0.05% | −974−10.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,142 | $1.97M | 0.00% | +8,142 | New |
| Carnegie Capital Asset Management, LLC | 8,177 | $1.98M | 0.07% | −124−1.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,187 | $1.98M | 0.01% | −70−0.8% | Reduced |
| Argent Trust Co | 8,206 | $1.98M | 0.10% | +747+10.0% | Added |
| Aristotle Atlantic Partners, LLC | 8,293 | $2.00M | 0.07% | +433+5.5% | Added |
| Banque Pictet & Cie SA | 8,400 | $2.03M | 0.02% | +302+3.7% | Added |
| New Mexico Educational Retirement Board | 8,421 | $2.04M | 0.08% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 8,451 | $2.04M | 0.13% | −1,038−10.9% | Reduced |