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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 1,049 | $253.6K | 0.04% | +1,049 | New |
| Phoenix Holdings Ltd. | 1,043 | $252.4K | 0.00% | −550,404−99.8% | Reduced |
| Aptus Capital Advisors, LLC | 1,042 | $251.9K | 0.01% | +159+18.0% | Added |
| Barry Investment Advisors, LLC | 1,041 | $251.7K | 0.09% | +1+0.1% | Added |
| Strategic Financial Concepts, LLC | 1,040 | $251.4K | 0.15% | −60−5.5% | Reduced |
| LM Advisors LLC | 1,033 | $249.7K | 0.05% | +1,033 | New |
| PFG Advisors | 1,032 | $249.5K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $248.0K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,024 | $247.6K | 0.10% | +106+11.5% | Added |
| Aspiriant, LLC | 1,016 | $245.6K | 0.01% | −15−1.5% | Reduced |
| Clare Market Investments LLC | 1,015 | $245.4K | 0.09% | +3+0.3% | Added |
| Merit Financial Group, LLC | 1,010 | $244.2K | 0.01% | −240−19.2% | Reduced |
| Tompkins Financial Corp | 1,007 | $243.4K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,000 | $242.0K | 0.01% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $242.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $242.0K | 0.10% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,000 | $241.8K | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $241.8K | 0.08% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $241.8K | 0.15% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $241.8K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,000 | $241.8K | 0.01% | +94+10.4% | Added |
| Vantage Consulting Group Inc | 996 | $240.8K | 0.16% | +42+4.4% | Added |
| Mattern Wealth Management LLC | 987 | $238.6K | 0.06% | +987 | New |
| Fortis Advisors, LLC | 981 | $237.2K | 0.17% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 977 | $236.2K | 0.13% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 949 | $235.8K | 0.01% | +69+7.8% | Added |
| AXA S.A. | 974 | $235.5K | 0.00% | +172+21.4% | Added |
| Capstone Investment Advisors, LLC | 972 | $235.0K | 0.00% | −1,261−56.5% | Reduced |
| Conning Inc. | 972 | $235.0K | 0.01% | +15+1.6% | Added |
| Intrua Financial, LLC | 966 | $233.5K | 0.04% | +4+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 963 | $232.0K | 0.16% | +75+8.4% | Added |
| Nova R Wealth, Inc. | 960 | $232.0K | 0.15% | +960 | New |
| Regatta Capital Group, LLC | 957 | $231.4K | 0.06% | +7+0.7% | Added |
| Northern Oak Wealth Management Inc | 951 | $229.9K | 0.03% | −614−39.2% | Reduced |
| Camden Capital, LLC | 951 | $229.8K | 0.02% | −91−8.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 947 | $229.0K | 0.03% | −339−26.4% | Reduced |
| Leeward Financial Partners, LLC | 946 | $228.6K | 0.11% | −10,619−91.8% | Reduced |
| Proequities, Inc. | 944 | $228.2K | 0.02% | +154+19.5% | Added |
| Seneca Financial Advisors LLC | 940 | $227.3K | 0.13% | +3+0.3% | Added |
| Geller Advisors LLC | 938 | $226.8K | 0.02% | −53−5.3% | Reduced |
| Cohen Investment Advisors LLC | 937 | $226.5K | 0.17% | −15−1.6% | Reduced |
| Brighton Jones LLC | 935 | $226.0K | 0.01% | +108+13.1% | Added |
| Clarius Group, LLC | 933 | $225.6K | 0.02% | −32−3.3% | Reduced |
| Baxter Bros Inc | 931 | $225.1K | 0.03% | +6+0.6% | Added |
| Monetary Management Group Inc | 925 | $223.6K | 0.07% | −480−34.2% | Reduced |
| Tobam | 917 | $222.0K | 0.02% | −187−16.9% | Reduced |
| Welch Group, LLC | 917 | $221.7K | 0.01% | −1−0.1% | Reduced |
| Wealth Effects LLC | 916 | $221.3K | 0.08% | +70+8.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 911 | $220.2K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 910 | $220.1K | 0.04% | +15+1.7% | Added |
| Seed Wealth Management, Inc. | 900 | $219.5K | 0.22% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 900 | $217.6K | 0.22% | +900 | New |
| First Citizens Financial Corp | 891 | $215.4K | 0.14% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 885 | $214.0K | 0.01% | +885 | New |
| Callahan Advisors, LLC | 881 | $212.9K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 877 | $212.0K | 0.02% | −132−13.1% | Reduced |
| Probity Advisors, Inc. | 875 | $211.5K | 0.05% | −294−25.1% | Reduced |
| Gilman Hill Asset Management, LLC | 870 | $210.3K | 0.04% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 865 | $209.2K | 0.23% | +66+8.3% | Added |
| First National Bank & Trust Co of Newtown | 863 | $208.6K | 0.04% | −50−5.5% | Reduced |
| Quadrant Capital Group LLC | 862 | $208.4K | 0.02% | −16−1.8% | Reduced |
| Roman Butler Fullerton & Co | 833 | $207.8K | 0.08% | +833 | New |
| Smithfield Trust Co | 854 | $207.0K | 0.01% | +43+5.3% | Added |
| Jacobsen Capital Management | 852 | $206.0K | 0.10% | +852 | New |
| Trust Co of the South | 852 | $206.0K | 0.05% | +852 | New |
| Stockman Wealth Management, Inc. | 850 | $205.5K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 849 | $205.2K | 0.01% | +5+0.6% | Added |
| Sentry Investment Management LLC | 846 | $205.0K | 0.09% | −91−9.7% | Reduced |
| Sonata Capital Group Inc | 850 | $205.0K | 0.10% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 846 | $204.5K | 0.08% | +846 | New |
| InterOcean Capital Group, LLC | 840 | $203.1K | 0.01% | +840 | New |
| Greenfield Savings Bank | 835 | $201.9K | 0.12% | −25−2.9% | Reduced |
| Qsemble Capital Management, LP | 830 | $200.7K | 0.05% | −4,270−83.7% | Reduced |
| First Affirmative Financial Network | 829 | $200.3K | 0.16% | −28−3.3% | Reduced |
| V-Square Quantitative Management LLC | 820 | $198.2K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 782 | $189.2K | 0.06% | +112+16.7% | Added |
| Neo Ivy Capital Management | 781 | $189.0K | 0.42% | −3,035−79.5% | Reduced |
| Penserra Capital Management LLC | 751 | $180.0K | 0.00% | −156−17.2% | Reduced |
| Creative Financial Designs Inc | 728 | $176.0K | 0.02% | +18+2.5% | Added |
| Emerald Mutual Fund Advisers Trust | 715 | $172.9K | 0.01% | +101+16.4% | Added |
| China Universal Asset Management Co., Ltd. | 713 | $172.4K | 0.03% | +713 | New |
| Manchester Capital Management LLC | 680 | $164.4K | 0.02% | +140+25.9% | Added |
| Park Place Capital Corp | 668 | $161.5K | 0.06% | +458+218.1% | Added |
| TSFG, LLC | 652 | $158.0K | 0.05% | −6−0.9% | Reduced |
| ORG Partners LLC | 653 | $157.9K | 0.03% | +350+115.5% | Added |
| Gulf International Bank (UK) Ltd | 652 | $157.0K | 0.00% | −86−11.7% | Reduced |
| Colonial Trust Co | 637 | $154.0K | 0.03% | −33−4.9% | Reduced |
| First Foundation Advisors | 621 | $150.1K | 0.01% | −411−39.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 617 | $149.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 614 | $148.4K | 0.04% | +614 | New |
| Parkside Financial Bank & Trust | 608 | $147.0K | 0.03% | +110+22.1% | Added |
| Caas Capital Management LP | 600 | $145.1K | 0.14% | +600 | New |
| AJOVista, LLC | 568 | $137.3K | 0.17% | +568 | New |
| Baldwin Brothers Inc | 545 | $131.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 515 | $124.5K | 0.01% | −8−1.5% | Reduced |
| United Community Bank | 513 | $124.0K | 0.05% | +10+2.0% | Added |
| Archer Investment Corp | 507 | $122.6K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $120.9K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $120.9K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $120.9K | 0.02% | 00.0% | Unchanged |