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