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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 26,830 | $6.49M | 0.11% | −196−0.7% | Reduced |
| Blair William & Co | 26,805 | $6.48M | 0.02% | −941−3.4% | Reduced |
| iA Global Asset Management Inc. | 26,617 | $6.43M | 0.15% | −6,163−18.8% | Reduced |
| Groupama Asset Managment | 26,359 | $6.37M | 0.17% | +26,359 | New |
| Sirios Capital Management L P | 26,308 | $6.36M | 1.30% | −19,756−42.9% | Reduced |
| WealthBridge Investment Counsel Inc. | 26,095 | $6.31M | 2.52% | +50+0.2% | Added |
| South State Corp. | 25,697 | $6.21M | 0.53% | +4,552+21.5% | Added |
| Telemus Capital, LLC | 25,560 | $6.18M | 0.51% | +362+1.4% | Added |
| Strategic Wealth Partners, Ltd. | 25,437 | $6.15M | 0.76% | +5,205+25.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 25,360 | $6.13M | 0.64% | −35,761−58.5% | Reduced |
| FORA Capital, LLC | 25,091 | $6.07M | 0.52% | +25,091 | New |
| Twin Tree Management, LP | 25,045 | $6.05M | 0.11% | +25,045 | New |
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $6.04M | 0.11% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 24,690 | $5.97M | 0.02% | +4,660+23.3% | Added |
| Pacific Global Investment Management CO | 24,465 | $5.91M | 1.21% | +434+1.8% | Added |
| Financial Counselors Inc | 24,405 | $5.90M | 0.11% | −2,947−10.8% | Reduced |
| Public Employees Retirement Association of Colorado | 24,403 | $5.90M | 0.03% | −864−3.4% | Reduced |
| Central Trust Co | 24,320 | $5.88M | 0.16% | −343−1.4% | Reduced |
| HGK Asset Management Inc | 24,156 | $5.84M | 1.36% | +943+4.1% | Added |
| MMBG Investment Advisors Co. | 24,094 | $5.82M | 0.69% | +860+3.7% | Added |
| Pathstone Holdings, LLC | 24,070 | $5.82M | 0.03% | +24,070 | New |
| First Long Island Investors, LLC | 24,055 | $5.82M | 0.52% | −195−0.8% | Reduced |
| Holocene Advisors, LP | 23,807 | $5.76M | 0.02% | −622,612−96.3% | Reduced |
| Point72 Hong Kong Ltd | 23,775 | $5.75M | 0.35% | +23,775 | New |
| Captrust Financial Advisors | 23,612 | $5.71M | 0.02% | +1,799+8.2% | Added |
| Gibraltar Capital Management, Inc. | 23,440 | $5.67M | 2.42% | −844−3.5% | Reduced |
| Legacy Private Trust Co. | 23,429 | $5.66M | 0.45% | −576−2.4% | Reduced |
| New York Life Investment Management LLC | 22,969 | $5.55M | 0.06% | −124−0.5% | Reduced |
| Investment House LLC | 22,945 | $5.55M | 0.39% | −83−0.4% | Reduced |
| Pacer Advisors, Inc. | 22,845 | $5.52M | 0.02% | +7,358+47.5% | Added |
| MML Investors Services, LLC | 22,598 | $5.46M | 0.03% | +1,111+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,593 | $5.46M | 0.02% | +843+3.9% | Added |
| Liberty Capital Management, Inc. | 22,588 | $5.46M | 1.43% | +90.0% | Added |
| CIBC Asset Management Inc | 22,321 | $5.40M | 0.02% | −978−4.2% | Reduced |
| Trust Co of Vermont | 22,268 | $5.38M | 0.36% | −780−3.4% | Reduced |
| Xponance, Inc. | 22,245 | $5.38M | 0.06% | −17,289−43.7% | Reduced |
| Entropy Technologies, LP | 22,244 | $5.38M | 1.00% | +22,244 | New |
| Nomura Holdings Inc | 22,057 | $5.33M | 0.05% | −63,864−74.3% | Reduced |
| WealthPlan Investment Management, LLC | 22,021 | $5.32M | 0.85% | −503−2.2% | Reduced |
| AQR Capital Management LLC | 21,884 | $5.29M | 0.01% | +1,347+6.6% | Added |
| Townsend Asset Management Corp | 21,762 | $5.26M | 2.40% | −205−0.9% | Reduced |
| Gotham Asset Management, LLC | 21,708 | $5.25M | 0.10% | +9,968+84.9% | Added |
| Oak Ridge Investments LLC | 21,575 | $5.22M | 0.60% | −515−2.3% | Reduced |
| Parkside Investments, LLC | 21,388 | $5.17M | 0.87% | −100−0.5% | Reduced |
| Atria Investments LLC | 21,170 | $5.12M | 0.08% | +2,930+16.1% | Added |
| Yousif Capital Management, LLC | 21,074 | $5.09M | 0.06% | −514−2.4% | Reduced |
| Savoir Faire Capital Management, L.P. | 21,000 | $5.08M | 2.21% | +21,000 | New |
| ProShare Advisors LLC | 20,771 | $5.02M | 0.02% | −2,260−9.8% | Reduced |
| Hedeker Wealth, LLC | 20,560 | $4.97M | 1.57% | −736−3.5% | Reduced |
| Assetmark, Inc | 20,445 | $4.94M | 0.02% | −4,529−18.1% | Reduced |
| Addison Capital Co | 20,395 | $4.93M | 3.06% | +2,042+11.1% | Added |
| Wisconsin Capital Management LLC | 20,255 | $4.90M | 2.91% | −2,381−10.5% | Reduced |
| Kestra Advisory Services, LLC | 20,040 | $4.84M | 0.04% | +706+3.7% | Added |
| Nissay Asset Management Corp | 19,968 | $4.83M | 0.04% | +775+4.0% | Added |
| Patton Albertson Miller Group, LLC | 19,887 | $4.81M | 0.80% | +3,740+23.2% | Added |
| Bartlett & Co. LLC | 19,763 | $4.79M | 0.08% | −2,287−10.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,763 | $4.79M | 0.08% | −2,287−10.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 19,702 | $4.76M | 1.31% | +279+1.4% | Added |
| RNC Capital Management LLC | 19,623 | $4.74M | 0.28% | +603+3.2% | Added |
| Bailard, Inc. | 19,618 | $4.74M | 0.14% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 19,582 | $4.73M | 1.89% | +2,291+13.2% | Added |
| Interval Partners, LP | 19,380 | $4.69M | 0.20% | −150,555−88.6% | Reduced |
| Tower Research Capital LLC (TRC) | 19,339 | $4.68M | 0.06% | +7,589+64.6% | Added |
| British Columbia Investment Management Corp | 19,030 | $4.60M | 0.04% | +4,057+27.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,637 | $4.51M | 0.02% | +1,308+7.5% | Added |
| Allianz Asset Management GmbH | 18,625 | $4.50M | 0.01% | −3,636−16.3% | Reduced |
| Peddock Capital Advisors, LLC | 18,576 | $4.49M | 1.37% | +96+0.5% | Added |
| VGI Partners Ltd | 18,500 | $4.47M | 0.48% | −6,500−26.0% | Reduced |
| Parallel Advisors, LLC | 18,440 | $4.46M | 0.13% | −480−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 18,434 | $4.46M | 0.11% | +1,216+7.1% | Added |
| Snowden Capital Advisors LLC | 18,397 | $4.45M | 0.17% | −2,424−11.6% | Reduced |
| Two Sigma Investments, LP | 18,385 | $4.44M | 0.01% | +18,385 | New |
| First National Bank of Omaha | 18,375 | $4.44M | 0.28% | −2,918−13.7% | Reduced |
| Joho Capital LLC | 18,215 | $4.40M | 0.80% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 18,098 | $4.38M | 0.70% | +144+0.8% | Added |
| EULAV Asset Management | 18,000 | $4.35M | 0.13% | +8,000+80.0% | Added |
| Oak Harvest Investment Services | 17,961 | $4.34M | 0.87% | −3,280−15.4% | Reduced |
| Cetera Investment Advisers | 17,846 | $4.31M | 0.04% | −1,033−5.5% | Reduced |
| Resources Management Corp | 17,802 | $4.30M | 0.64% | −96−0.5% | Reduced |
| Alpha Omega Wealth Management LLC | 17,735 | $4.29M | 0.71% | −292−1.6% | Reduced |
| St Germain D J Co Inc | 17,574 | $4.25M | 0.22% | −553−3.1% | Reduced |
| Verition Fund Management LLC | 17,470 | $4.22M | 0.04% | −22,180−55.9% | Reduced |
| State of Alaska, Department of Revenue | 17,456 | $4.22M | 0.05% | −1,710−8.9% | Reduced |
| Sandy Spring Bank | 17,206 | $4.16M | 0.21% | −586−3.3% | Reduced |
| First Manhattan Co | 17,003 | $4.11M | 0.01% | +380+2.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 16,958 | $4.10M | 0.85% | +286+1.7% | Added |
| Cetera Advisor Networks LLC | 16,721 | $4.04M | 0.02% | −1,005−5.7% | Reduced |
| Varma Mutual Pension Insurance Co | 16,700 | $4.04M | 0.05% | −5,800−25.8% | Reduced |
| Private Advisor Group, LLC | 16,688 | $4.03M | 0.03% | −281−1.7% | Reduced |
| Oak Asset Management, LLC | 16,587 | $4.01M | 1.59% | −245−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 16,558 | $4.00M | 0.14% | +3,249+24.4% | Added |
| Intech Investment Management LLC | 16,445 | $3.98M | 0.06% | +4,186+34.1% | Added |
| Coldstream Capital Management Inc | 16,442 | $3.97M | 0.11% | −154−0.9% | Reduced |
| Prudential PLC | 16,422 | $3.97M | 0.04% | +69+0.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 16,303 | $3.94M | 1.25% | −796−4.7% | Reduced |
| Aviance Capital Partners, LLC | 16,227 | $3.92M | 0.84% | −299−1.8% | Reduced |
| Toth Financial Advisory Corp | 16,110 | $3.89M | 0.53% | −127−0.8% | Reduced |
| Pinnacle Associates Ltd | 15,849 | $3.83M | 0.06% | +190+1.2% | Added |
| Valeo Financial Advisors, LLC | 15,831 | $3.83M | 0.15% | +95+0.6% | Added |
| Sand Hill Global Advisors, LLC | 15,743 | $3.81M | 0.18% | −17−0.1% | Reduced |