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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,300 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ4 2023: $34.1B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2023.

Institutions holding STZ in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd83$20.0K0.01%+12+16.9%Added
EntryPoint Capital, LLC79$19.1K0.02%+79New
Motco78$18.9K0.00%00.0%Unchanged
True Wealth Design, LLC78$18.9K0.01%+78New
Annapolis Financial Services, LLC75$18.1K0.00%00.0%Unchanged
Bogart Wealth, LLC73$17.6K0.00%−227−75.7%Reduced
ICA Group Wealth Management, LLC71$17.2K0.00%+71New
Coston, McIsaac & Partners71$17.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC65$16.0K0.00%+12+22.6%Added
Abound Wealth Management66$16.0K0.01%−5−7.0%Reduced
TFC Financial Management65$15.7K0.00%−2−3.0%Reduced
Providence Capital Advisors, LLC65$15.7K0.00%00.0%Unchanged
HighMark Wealth Management LLC61$14.8K0.01%+6+10.9%Added
Larson Financial Group LLC59$14.2K0.00%+4+7.3%Added
SRS Capital Advisors, Inc.58$14.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.56$14.0K0.00%−3−5.1%Reduced
First Personal Financial Services54$13.1K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC56$13.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc53$12.7K0.00%+1+1.9%Added
Winch Advisory Services, LLC52$12.7K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC52$12.6K0.01%+52New
Clear Street Markets LLC49$12.0K0.00%+49New
Zions Bancorporation, N.A.49$11.8K0.00%−56−53.3%Reduced
Eagle Bay Advisors LLC47$11.4K0.01%−351−88.2%Reduced
Core Alternative Capital46$11.2K0.00%−146−76.0%Reduced
Private Wealth Management Group, LLC46$11.1K0.01%+46New
Centerpoint Advisors, LLC44$11.0K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc45$10.9K0.00%−2−4.3%Reduced
Tyler-Stone Wealth Management45$10.9K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.43$10.4K0.01%00.0%Unchanged
Benjamin Edwards Inc40$10.0K0.00%00.0%Unchanged
FSA Wealth Management LLC43$10.0K0.00%+43New
Carolina Wealth Advisors, LLC40$9.67K0.01%−20−33.3%Reduced
Mascoma Wealth Management LLC38$9.19K0.00%−4−9.5%Reduced
Fortitude Family Office, LLC37$8.95K0.01%+37New
Centennial Bank35$8.46K0.01%00.0%Unchanged
Colonial Trust Advisors34$8.22K0.00%00.0%Unchanged
First Community Trust NA33$7.98K0.01%−2−5.7%Reduced
Rockbridge Investment Management, LCC33$7.98K0.00%+33New
CarsonAllaria Wealth Management, Ltd.31$7.70K0.01%00.0%Unchanged
Plato Investment Management Ltd30$7.25K0.01%+30New
Mine & Arao Wealth Creation & Management, LLC.26$6.29K0.00%00.0%Unchanged
IAG Wealth Partners, LLC25$6.04K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.24$6.00K0.00%+24New
Pacifica Partners Inc.24$5.68K0.00%00.0%Unchanged
First United Bank Trust22$5.32K0.00%+22New
HWG Holdings LP22$5.32K0.00%−2,643−99.2%Reduced
Raffa Wealth Management, LLC21$5.08K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.20$4.83K0.00%+20New
Mendota Financial Group, LLC19$4.68K0.00%00.0%Unchanged
Atlantic Trust, LLC19$4.59K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC19$4.59K0.00%+19New
Baystate Wealth Management LLC18$4.56K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC18$4.36K0.00%−84−82.4%Reduced
EdgeRock Capital LLC17$4.26K0.00%+17New
NewSquare Capital LLC17$4.11K0.00%−32−65.3%Reduced
CoreFirst Bank & Trust17$4.11K0.00%00.0%Unchanged
Addison Advisors LLC13$3.14K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$3.14K0.00%00.0%Unchanged
Versant Capital Management, Inc13$3.14K0.00%+4+44.4%Added
Raleigh Capital Management Inc.13$3.14K0.00%+13New
Aspire Private Capital, LLC12$3.01K0.00%00.0%Unchanged
Avion Wealth12$3.00K0.00%+2+20.0%Added
Cape Investment Advisory, Inc.12$2.95K0.00%00.0%Unchanged
Hexagon Capital Partners LLC12$2.90K0.00%−25−67.6%Reduced
Pacific Capital Wealth Advisors, Inc12$2.90K0.00%+12New
Provenance Wealth Advisors, LLC11$2.66K0.00%+11New
Dunhill Financial, LLC10$2.50K0.00%+10New
Cedar Wealth Management, LLC10$2.42K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$2.42K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group10$2.42K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC10$2.42K0.00%+10New
Game Plan Financial Advisors, LLC10$2.42K0.00%+10New
DiNuzzo Private Wealth, Inc.10$2.42K0.00%+10New
Tidemark, LLC10$2.42K0.00%+10New
Smartleaf Asset Management LLC9$2.18K0.00%+9New
Tortoise Investment Management, LLC9$2.18K0.00%00.0%Unchanged
PSI Advisors, LLC9$2.18K0.00%00.0%Unchanged
VitalStone Financial, LLC10$2.00K0.00%00.0%Unchanged
REAP Financial Group, LLC8$1.94K0.00%+8New
Trifecta Capital Advisors, LLC8$1.93K0.00%−280−97.2%Reduced
SJS Investment Consulting Inc.8$1.93K0.00%−2−20.0%Reduced
Sound Income Strategies, LLC8$1.93K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.7$1.69K0.00%+7New
Delta Asset Management LLC7$1.69K0.00%−3−30.0%Reduced
Kayne Anderson Rudnick Investment Management LLC7$1.69K0.00%+7New
Fairman Group, LLC7$1.69K0.00%+7New
Barrett & Company, Inc.5$1.21K0.00%00.0%Unchanged
Atwood & Palmer Inc5$1.21K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc5$1.21K0.00%00.0%Unchanged
Jones Financial Companies LLLP5$1.21K0.00%+1+25.0%Added
Plante Moran Financial Advisors, LLC4$9670.00%00.0%Unchanged
ClariVest Asset Management LLC3$7260.00%+3New
Tfo-TDC, LLC3$7250.00%00.0%Unchanged
WestEnd Advisors, LLC3$7250.00%+1+50.0%Added
Financial Synergies Wealth Advisors, Inc.3$6960.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC1$2420.00%−16−94.1%Reduced
Pineridge Advisors LLC1$2420.00%+1New
Creekmur Asset Management LLC1$1690.00%+1New
Dogwood Wealth Management LLC0$70.00%0New