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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 1,566 | $378.6K | 0.04% | +1,566 | New |
| Prestige Wealth Management Group LLC | 1,565 | $378.3K | 0.09% | −8−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 1,545 | $373.5K | 0.03% | −42−2.6% | Reduced |
| RMB Capital Management, LLC | 1,543 | $372.9K | 0.01% | +194+14.4% | Added |
| Spinnaker Trust | 1,541 | $372.5K | 0.03% | −75−4.6% | Reduced |
| XML Financial, LLC | 1,539 | $372.1K | 0.04% | −10−0.6% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $370.6K | 0.30% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,525 | $369.0K | 0.12% | +101+7.1% | Added |
| Cladis Investment Advisory, LLC | 1,515 | $366.3K | 0.29% | +40+2.7% | Added |
| Sandy Cove Advisors, LLC | 1,511 | $365.2K | 0.19% | +6+0.4% | Added |
| Desjardins Global Asset Management Inc. | 1,507 | $364.4K | 0.04% | +20+1.3% | Added |
| Nikulski Financial, Inc. | 1,500 | $362.6K | 0.13% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,497 | $361.8K | 0.04% | −63−4.0% | Reduced |
| UniSuper Management Pty Ltd | 1,483 | $358.5K | 0.00% | +283+23.6% | Added |
| Archford Capital Strategies, LLC | 1,475 | $356.6K | 0.07% | −94−6.0% | Reduced |
| Visionary Wealth Advisors | 1,469 | $355.2K | 0.03% | −11−0.7% | Reduced |
| Independence Bank of Kentucky | 1,466 | $354.4K | 0.12% | +1,036+240.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,459 | $352.7K | 0.02% | +1,459 | New |
| Spirit of America Management Corp | 1,400 | $338.4K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,397 | $337.7K | 0.04% | +16+1.2% | Added |
| Oxford Financial Group Ltd | 1,381 | $333.9K | 0.02% | +30+2.2% | Added |
| Strategic Investment Advisors | 1,380 | $333.7K | 0.05% | −687−33.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,374 | $332.3K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,367 | $330.5K | 0.07% | −4−0.3% | Reduced |
| Meridian Financial Partners LLC | 1,301 | $330.0K | 0.34% | −1,553−54.4% | Reduced |
| Headlands Technologies LLC | 1,364 | $329.7K | 0.10% | +1,364 | New |
| Capital Advisory Group Advisory Services, LLC | 1,356 | $327.8K | 0.18% | −21−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,355 | $327.8K | 0.02% | +55+4.2% | Added |
| Wade G W & Inc | 1,352 | $327.0K | 0.01% | +122+9.9% | Added |
| Founders Financial Securities LLC | 1,346 | $325.4K | 0.04% | +1,346 | New |
| Alhambra Investment Partners LLC | 1,337 | $323.2K | 0.19% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,325 | $320.3K | 0.00% | −83−5.9% | Reduced |
| Accurate Wealth Management, LLC | 1,244 | $320.2K | 0.10% | −135−9.8% | Reduced |
| Regions Financial Corp | 1,315 | $317.9K | 0.00% | −21−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,284 | $317.7K | 0.01% | −14−1.1% | Reduced |
| Focus Financial Network Inc | 1,307 | $315.9K | 0.01% | +1,307 | New |
| Teamwork Financial Advisors, LLC | 1,289 | $311.7K | 0.05% | +1,289 | New |
| Financial Advisory Service, Inc. | 1,277 | $308.6K | 0.03% | +43+3.5% | Added |
| North Star Investment Management Corp. | 1,275 | $308.3K | 0.02% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,274 | $308.1K | 0.15% | −15−1.2% | Reduced |
| Symmetry Partners, LLC | 1,270 | $308.0K | 0.02% | −100−7.3% | Reduced |
| Koshinski Asset Management, Inc. | 1,274 | $308.0K | 0.05% | −693−35.2% | Reduced |
| Arkadios Wealth Advisors | 1,265 | $305.8K | 0.03% | +105+9.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,264 | $305.6K | 0.01% | +770+155.9% | Added |
| Leonteq Securities AG | 1,261 | $304.8K | 0.04% | +204+19.3% | Added |
| Barlow Wealth Partners, Inc. | 1,257 | $303.9K | 0.04% | +1,257 | New |
| Silverlake Wealth Management LLC | 1,252 | $302.7K | 0.17% | −844−40.3% | Reduced |
| KRS Capital Management, LLC | 1,247 | $301.6K | 0.28% | −60−4.6% | Reduced |
| E&G Advisors, LP | 1,245 | $301.0K | 0.11% | −380−23.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,244 | $300.7K | 0.15% | +1,244 | New |
| Dorsey & Whitney Trust CO LLC | 1,238 | $299.3K | 0.02% | +228+22.6% | Added |
| Edgestream Partners, L.P. | 1,238 | $299.3K | 0.02% | −1,671−57.4% | Reduced |
| Hills Bank & Trust Co | 1,229 | $297.1K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,221 | $295.1K | 0.15% | +1+0.1% | Added |
| Wedmont Private Capital | 1,180 | $294.9K | 0.02% | −151−11.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,214 | $294.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,216 | $293.9K | 0.05% | +1+0.1% | Added |
| Farmers Trust Co | 1,205 | $291.3K | 0.06% | −10−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,201 | $290.3K | 0.02% | +1+0.1% | Added |
| Boston Trust Walden Corp | 1,200 | $290.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,194 | $288.6K | 0.03% | −95−7.4% | Reduced |
| Integrated Advisors Network LLC | 1,194 | $288.6K | 0.02% | +55+4.8% | Added |
| Hillman Capital Management, Inc. | 1,193 | $288.4K | 0.10% | +6+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 1,192 | $288.2K | 0.06% | +1,192 | New |
| Highlander Capital Management, LLC | 1,100 | $285.8K | 0.10% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,166 | $281.9K | 0.20% | +1,166 | New |
| Centurion Wealth Management LLC | 1,160 | $280.4K | 0.12% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,157 | $279.7K | 0.03% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,155 | $279.2K | 0.31% | +2+0.2% | Added |
| Cypress Capital Group | 1,149 | $277.8K | 0.04% | +1,149 | New |
| Knuff & Co LLC | 1,146 | $277.0K | 0.10% | +75+7.0% | Added |
| Strategic Investment Solutions, Inc. | 1,145 | $276.8K | 0.05% | −70,523−98.4% | Reduced |
| Nations Financial Group Inc, | 1,127 | $272.6K | 0.03% | −44−3.8% | Reduced |
| Baron Wealth Management LLC | 1,127 | $272.5K | 0.15% | −6−0.5% | Reduced |
| Signaturefd, LLC | 1,121 | $271.0K | 0.01% | −238−17.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,121 | $271.0K | 0.18% | −110−8.9% | Reduced |
| Socha Financial Group, LLC | 1,121 | $271.0K | 0.13% | +4+0.4% | Added |
| Ignite Planners, LLC | 1,110 | $270.7K | 0.08% | +4+0.4% | Added |
| Meritas Wealth Management, LLC | 1,115 | $269.6K | 0.20% | 00.0% | Unchanged |
| Little House Capital LLC | 1,112 | $268.8K | 0.10% | +1,112 | New |
| Rise Advisors, LLC | 1,112 | $268.7K | 0.19% | +202+22.2% | Added |
| Monarch Capital Management Inc | 1,111 | $268.6K | 0.08% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,100 | $265.9K | 0.00% | −300−21.4% | Reduced |
| McLean Asset Management Corp | 1,074 | $265.9K | 0.10% | +99+10.2% | Added |
| CX Institutional | 1,091 | $263.8K | 0.01% | −8−0.7% | Reduced |
| Columbia Trust Co 01012016 | 1,089 | $263.3K | 0.12% | +204+23.1% | Added |
| NBT Bank N A | 1,081 | $261.3K | 0.02% | −171−13.7% | Reduced |
| Meridian Wealth Advisors, LLC | 1,073 | $259.4K | 0.06% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,072 | $259.2K | 0.15% | −12−1.1% | Reduced |
| Studio Investment Management LLC | 1,069 | $258.4K | 0.07% | −117−9.9% | Reduced |
| Lakeview Capital Partners, LLC | 1,066 | $257.7K | 0.05% | +141+15.2% | Added |
| Castle Rock Wealth Management, LLC | 1,036 | $257.2K | 0.08% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,063 | $256.9K | 0.05% | +312+41.5% | Added |
| Inscription Capital, LLC | 1,060 | $256.3K | 0.07% | +170+19.1% | Added |
| Claro Advisors LLC | 1,059 | $256.1K | 0.06% | +9+0.9% | Added |
| Bordeaux Wealth Advisors LLC | 1,059 | $256.0K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,052 | $254.3K | 0.07% | +1,052 | New |
| Searle & Co. | 1,050 | $253.8K | 0.07% | −100−8.7% | Reduced |
| Washington Trust Co | 1,050 | $253.8K | 0.01% | +640+156.1% | Added |
| WNY Asset Management, LLC | 1,049 | $253.6K | 0.04% | +236+29.0% | Added |