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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 8,500 | $2.05M | 0.22% | +7,584+827.9% | Added |
| First National Advisers, LLC | 8,530 | $2.06M | 0.59% | +2,663+45.4% | Added |
| Fernwood Investment Management, LLC | 8,690 | $2.10M | 0.69% | +225+2.7% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.12M | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 8,821 | $2.13M | 0.34% | +2,682+43.7% | Added |
| MAI Capital Management | 8,835 | $2.14M | 0.03% | +1,886+27.1% | Added |
| Candriam Luxembourg S.C.A. | 8,869 | $2.14M | 0.01% | −488−5.2% | Reduced |
| Teacher Retirement System of Texas | 8,930 | $2.16M | 0.01% | −3,856−30.2% | Reduced |
| Dynamic Advisor Solutions LLC | 8,764 | $2.17M | 0.08% | +1,562+21.7% | Added |
| Capital Analysts, LLC | 9,013 | $2.18M | 0.11% | +303+3.5% | Added |
| Panagora Asset Management Inc | 9,154 | $2.21M | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 9,248 | $2.24M | 1.01% | −217−2.3% | Reduced |
| Bangor Savings Bank | 9,293 | $2.25M | 0.24% | +361+4.0% | Added |
| Soros Capital Management LLC | 9,449 | $2.28M | 1.69% | +9,449 | New |
| Griffin Asset Management, Inc. | 9,481 | $2.29M | 0.29% | −35−0.4% | Reduced |
| Toroso Investments, LLC | 9,608 | $2.32M | 0.06% | −156−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 9,611 | $2.32M | 0.03% | +6,733+233.9% | Added |
| Coastline Trust Co | 9,643 | $2.33M | 0.31% | −45−0.5% | Reduced |
| GTS Securities LLC | 9,676 | $2.34M | 0.05% | −728−7.0% | Reduced |
| Baldwin Investment Management, LLC | 9,680 | $2.34M | 0.37% | +285+3.0% | Added |
| Graham Capital Management, L.P. | 9,716 | $2.35M | 0.07% | −10,154−51.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,780 | $2.36M | 0.09% | +9,780 | New |
| Louisiana State Employees Retirement System | 9,800 | $2.37M | 0.05% | −200−2.0% | Reduced |
| AE Wealth Management LLC | 9,557 | $2.38M | 0.01% | +5,269+122.9% | Added |
| BKD Wealth Advisors, LLC | 9,881 | $2.39M | 0.07% | −152−1.5% | Reduced |
| Oppenheimer & Co Inc | 9,953 | $2.41M | 0.04% | +1,542+18.3% | Added |
| Northcape Wealth Management, LLC | 9,956 | $2.41M | 0.87% | −389−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,968 | $2.41M | 0.02% | +469+4.9% | Added |
| Executive Wealth Management, LLC | 10,028 | $2.42M | 0.23% | +860+9.4% | Added |
| TBH Global Asset Management, LLC | 10,047 | $2.43M | 0.50% | −835−7.7% | Reduced |
| Tredje AP-fonden | 10,106 | $2.44M | 0.03% | +4,000+65.5% | Added |
| Securian Asset Management, Inc | 10,197 | $2.47M | 0.07% | −1,341−11.6% | Reduced |
| Koa Wealth Management, LLC | 10,200 | $2.47M | 2.43% | +10,200 | New |
| Trivant Custom Portfolio Group, LLC | 10,245 | $2.48M | 1.65% | −204−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 10,269 | $2.48M | 0.05% | −2,132−17.2% | Reduced |
| Cresset Asset Management, LLC | 10,299 | $2.49M | 0.02% | +543+5.6% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.49M | 0.69% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10,315 | $2.49M | 1.50% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,438 | $2.52M | 0.05% | −6,750−39.3% | Reduced |
| Occidental Asset Management, LLC | 10,441 | $2.52M | 0.52% | +192+1.9% | Added |
| Keybank National Association | 10,443 | $2.52M | 0.01% | +1,693+19.3% | Added |
| Advisory Services Network, LLC | 10,459 | $2.53M | 0.06% | −1,129−9.7% | Reduced |
| CIBC Private Wealth Group, LLC | 10,496 | $2.54M | 0.01% | +367+3.6% | Added |
| TownSquare Capital, LLC | 10,570 | $2.56M | 0.04% | −1,120−9.6% | Reduced |
| Morton Community Bank | 10,582 | $2.56M | 0.84% | +10,582 | New |
| WD Rutherford LLC | 10,353 | $2.61M | 1.52% | −193−1.8% | Reduced |
| Shorepoint Capital Partners LLC | 10,856 | $2.62M | 0.70% | +3,101+40.0% | Added |
| Hartford Investment Management Co | 10,890 | $2.63M | 0.10% | −113−1.0% | Reduced |
| Level Four Advisory Services, LLC | 10,932 | $2.64M | 0.15% | −155−1.4% | Reduced |
| Ar Asset Management Inc | 11,000 | $2.66M | 0.70% | +175+1.6% | Added |
| Wolverine Trading, LLC | 11,030 | $2.67M | 0.02% | −2,537−18.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,079 | $2.68M | 0.23% | +2,072+23.0% | Added |
| Vista Investment Management | 11,135 | $2.69M | 1.25% | +46+0.4% | Added |
| Private Trust Co NA | 11,169 | $2.70M | 0.32% | +72+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 11,242 | $2.72M | 0.01% | +951+9.2% | Added |
| Narwhal Capital Management | 11,412 | $2.76M | 0.30% | −2,197−16.1% | Reduced |
| Palisade Capital Management LLC | 11,450 | $2.77M | 0.07% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11,745 | $2.84M | 0.13% | −2,790−19.2% | Reduced |
| Integrated Wealth Concepts LLC | 11,765 | $2.84M | 0.05% | −213−1.8% | Reduced |
| Linscomb & Williams, Inc. | 11,881 | $2.87M | 0.16% | −163−1.4% | Reduced |
| Robbins Farley LLC | 11,884 | $2.87M | 1.80% | +740+6.6% | Added |
| Cox Capital Mgt LLC | 11,962 | $2.89M | 1.89% | −872−6.8% | Reduced |
| Mercer Global Advisors Inc | 12,032 | $2.91M | 0.01% | +2,298+23.6% | Added |
| Meridian Management Co | 12,047 | $2.92M | 0.83% | +253+2.1% | Added |
| Quantitative Investment Management, LLC | 12,114 | $2.93M | 0.17% | −6,546−35.1% | Reduced |
| Round Rock Advisors, LLC | 12,177 | $2.94M | 0.74% | +12,177 | New |
| Chiron Investment Management, LLC | 12,188 | $2.95M | 1.12% | +12,188 | New |
| South Dakota Investment Council | 12,253 | $2.96M | 0.06% | 00.0% | Unchanged |
| City Holding Co | 12,324 | $2.98M | 0.48% | +792+6.9% | Added |
| Alta Capital Management LLC | 12,348 | $2.99M | 0.19% | −3,220−20.7% | Reduced |
| Granite Bay Wealth Management, LLC | 12,600 | $3.00M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,401 | $3.00M | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,431 | $3.01M | 0.02% | −1,286−9.4% | Reduced |
| Rafferty Asset Management, LLC | 12,541 | $3.03M | 0.01% | +525+4.4% | Added |
| Fayez Sarofim & Co | 12,520 | $3.04M | 0.01% | +100+0.8% | Added |
| Oregon Public Employees Retirement Fund | 12,597 | $3.05M | 0.05% | +127+1.0% | Added |
| Tower Bridge Advisors | 12,838 | $3.10M | 0.27% | −112−0.9% | Reduced |
| Kentucky Retirement Systems | 12,932 | $3.13M | 0.10% | +89+0.7% | Added |
| Valley National Advisers Inc | 13,035 | $3.15M | 0.50% | −909−6.5% | Reduced |
| Herbst Group, LLC | 13,550 | $3.28M | 2.10% | −196−1.4% | Reduced |
| Lee Danner & Bass Inc | 13,555 | $3.28M | 0.28% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,605 | $3.29M | 0.04% | −732−5.1% | Reduced |
| Brookstone Capital Management | 13,714 | $3.32M | 0.06% | +775+6.0% | Added |
| Hoylecohen, LLC | 13,773 | $3.33M | 0.27% | +505+3.8% | Added |
| Commerce Bank | 14,011 | $3.39M | 0.02% | +742+5.6% | Added |
| SWS Partners | 14,264 | $3.45M | 1.12% | +381+2.7% | Added |
| Elo Mutual Pension Insurance Co | 14,432 | $3.49M | 0.09% | +625+4.5% | Added |
| Cypress Asset Management Inc | 14,512 | $3.51M | 1.06% | +34+0.2% | Added |
| WealthPLAN Partners, LLC | 14,573 | $3.52M | 0.36% | +371+2.6% | Added |
| Aureus Asset Management, LLC | 14,584 | $3.53M | 0.26% | −273−1.8% | Reduced |
| Daiwa Securities Group Inc. | 14,881 | $3.60M | 0.02% | +923+6.6% | Added |
| Hohimer Wealth Management, LLC | 14,886 | $3.60M | 0.91% | +128+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 15,002 | $3.63M | 0.06% | −5,201−25.7% | Reduced |
| Natixis | 15,114 | $3.65M | 0.03% | +15,114 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,211 | $3.68M | 0.05% | +181+1.2% | Added |
| Fulton Bank, N.A. | 15,225 | $3.68M | 0.17% | −74−0.5% | Reduced |
| Citizens Business Bank | 15,226 | $3.68M | 0.81% | −736−4.6% | Reduced |
| Burney Co | 15,473 | $3.74M | 0.16% | −185−1.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 15,500 | $3.75M | 0.05% | −18,700−54.7% | Reduced |
| Beacon Pointe Advisors, LLC | 15,707 | $3.80M | 0.05% | −615−3.8% | Reduced |