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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 8,451 | $2.04M | 0.13% | −1,038−10.9% | Reduced |
| New Mexico Educational Retirement Board | 8,421 | $2.04M | 0.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 8,400 | $2.03M | 0.02% | +302+3.7% | Added |
| Aristotle Atlantic Partners, LLC | 8,293 | $2.00M | 0.07% | +433+5.5% | Added |
| Argent Trust Co | 8,206 | $1.98M | 0.10% | +747+10.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,187 | $1.98M | 0.01% | −70−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,177 | $1.98M | 0.07% | −124−1.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,142 | $1.97M | 0.00% | +8,142 | New |
| National Asset Management, Inc. | 8,131 | $1.97M | 0.05% | −974−10.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,088 | $1.96M | 1.49% | +8,088 | New |
| Nordea Investment Management AB | 8,040 | $1.95M | 0.00% | +507+6.7% | Added |
| GWM Advisors LLC | 7,796 | $1.94M | 0.02% | +3,084+65.4% | Added |
| IFP Advisors, Inc | 7,987 | $1.93M | 0.09% | −121−1.5% | Reduced |
| Condor Capital Management | 7,950 | $1.92M | 0.21% | +240+3.1% | Added |
| Redwood Investments, LLC | 7,897 | $1.91M | 0.50% | +469+6.3% | Added |
| Northstar Asset Management LLC | 7,868 | $1.90M | 0.50% | −475−5.7% | Reduced |
| Archon Partners LLC | 7,825 | $1.89M | 0.26% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,802 | $1.89M | 0.16% | +33+0.4% | Added |
| Triangle Securities Wealth Management | 7,793 | $1.88M | 0.59% | +36+0.5% | Added |
| HBK Sorce Advisory LLC | 7,786 | $1.88M | 0.07% | −373−4.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 7,739 | $1.87M | 2.15% | −303−3.8% | Reduced |
| Aigen Investment Management, LP | 7,705 | $1.86M | 0.33% | +3,717+93.2% | Added |
| Capital International Sarl | 7,698 | $1.86M | 0.07% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 7,667 | $1.85M | 0.65% | −1,200−13.5% | Reduced |
| West Oak Capital, LLC | 7,080 | $1.83M | 0.86% | −250−3.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.83M | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,548 | $1.82M | 0.03% | −142−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,522 | $1.82M | 0.02% | +846+12.7% | Added |
| Gs Investments, Inc. | 7,485 | $1.81M | 0.95% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 7,440 | $1.80M | 0.46% | +70+0.9% | Added |
| Silvercrest Asset Management Group LLC | 7,351 | $1.78M | 0.01% | −277−3.6% | Reduced |
| U S Global Investors Inc | 7,350 | $1.78M | 0.12% | +7,350 | New |
| Webster Bank, N. A. | 7,310 | $1.77M | 0.22% | −194−2.6% | Reduced |
| Pinnacle Financial Partners Inc | 7,304 | $1.77M | 0.04% | −210−2.8% | Reduced |
| Cornerstone Advisors, LLC | 7,300 | $1.76M | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 7,280 | $1.76M | 0.05% | −768−9.5% | Reduced |
| Marco Investment Management LLC | 7,201 | $1.74M | 0.18% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 7,105 | $1.72M | 0.04% | +135+1.9% | Added |
| Resources Investment Advisors, LLC. | 7,051 | $1.70M | 0.03% | +2,051+41.0% | Added |
| Andra AP-fonden | 7,000 | $1.69M | 0.09% | −6,600−48.5% | Reduced |
| Pflug Koory, LLC | 6,906 | $1.67M | 0.88% | 00.0% | Unchanged |
| HM Payson & Co | 6,880 | $1.66M | 0.03% | −171−2.4% | Reduced |
| Quest Partners LLC | 6,860 | $1.66M | 0.35% | +6,860 | New |
| Stableford Capital II LLC | 6,431 | $1.66M | 0.71% | +2,118+49.1% | Added |
| Avantax Planning Partners, Inc. | 6,837 | $1.65M | 0.06% | +5,427+384.9% | Added |
| Cross Staff Investments Inc | 6,797 | $1.64M | 1.46% | 00.0% | Unchanged |
| Umb Bank N A | 6,795 | $1.64M | 0.02% | +219+3.3% | Added |
| Moody National Bank Trust Division | 6,771 | $1.64M | 0.13% | −2,461−26.7% | Reduced |
| Montag A & Associates Inc | 6,746 | $1.63M | 0.09% | −650−8.8% | Reduced |
| Metropolitan Life Insurance Co | 6,579 | $1.59M | 0.07% | −96−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,518 | $1.58M | 0.02% | −225−3.3% | Reduced |
| Axq Capital, LP | 6,500 | $1.57M | 0.42% | +1,600+32.7% | Added |
| Sciencast Management LP | 6,449 | $1.56M | 0.85% | +5,103+379.1% | Added |
| Clearstead Advisors, LLC | 6,412 | $1.55M | 0.08% | +35+0.5% | Added |
| Audent Global Asset Management, LLC | 6,404 | $1.55M | 1.85% | +4,482+233.2% | Added |
| Kingsview Wealth Management, LLC | 6,397 | $1.55M | 0.05% | −689−9.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,351 | $1.54M | 0.29% | −60−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,235 | $1.51M | 0.02% | +825+15.2% | Added |
| Synovus Financial Corp | 6,209 | $1.50M | 0.02% | −147−2.3% | Reduced |
| Barden Capital Management, Inc. | 5,998 | $1.50M | 1.22% | +612+11.4% | Added |
| MidWestOne Financial Group, Inc. | 6,135 | $1.48M | 0.28% | +83+1.4% | Added |
| Ameritas Advisory Services, LLC | 6,048 | $1.47M | 0.08% | +91+1.5% | Added |
| Radnor Capital Management, LLC | 6,050 | $1.46M | 0.27% | +6,050 | New |
| Parallax Volatility Advisers, L.P. | 6,031 | $1.46M | 0.04% | −4,817−44.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,025 | $1.46M | 0.04% | +3,029+101.1% | Added |
| Cim Investment Mangement Inc | 6,022 | $1.46M | 0.47% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,012 | $1.45M | 0.05% | +1,893+46.0% | Added |
| Essex Investment Management Co LLC | 6,004 | $1.45M | 0.29% | −1,106−15.6% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.45M | 0.21% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,921 | $1.43M | 0.39% | +16+0.3% | Added |
| Cullinan Associates Inc | 5,902 | $1.43M | 0.08% | −4,100−41.0% | Reduced |
| Jacobi Capital Management LLC | 5,803 | $1.40M | 0.14% | +91+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,770 | $1.39M | 0.02% | +1,338+30.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,758 | $1.39M | 0.10% | +24+0.4% | Added |
| Vinva Investment Management Ltd | 5,734 | $1.39M | 0.10% | +822+16.7% | Added |
| Platform Technology Partners | 5,601 | $1.38M | 0.54% | +826+17.3% | Added |
| Lecap Asset Management Ltd | 5,724 | $1.38M | 0.50% | +5,724 | New |
| Coastal Investment Advisors, Inc. | 5,723 | $1.38M | 0.31% | −1,889−24.8% | Reduced |
| Brevan Howard Capital Management LP | 5,717 | $1.38M | 0.14% | +3,953+224.1% | Added |
| Aberdeen Wealth Management LLC | 5,655 | $1.37M | 0.99% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,646 | $1.36M | 0.05% | −276−4.7% | Reduced |
| Norinchukin Bank, The | 5,641 | $1.36M | 0.03% | −500−8.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,581 | $1.35M | 0.63% | +5,581 | New |
| Swiss Life Asset Management Ltd | 5,489 | $1.33M | 0.02% | −2,116−27.8% | Reduced |
| United Capital Financial Advisers, LLC | 5,494 | $1.33M | 0.01% | +4,161+312.2% | Added |
| Trust Investment Advisors | 5,488 | $1.33M | 1.03% | −55−1.0% | Reduced |
| Acadian Asset Management LLC | 5,481 | $1.32M | 0.01% | +933+20.5% | Added |
| McDonald Partners LLC | 5,450 | $1.32M | 0.39% | +107+2.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,449 | $1.32M | 0.55% | −185−3.3% | Reduced |
| Advisors Asset Management, Inc. | 5,438 | $1.31M | 0.03% | +397+7.9% | Added |
| Lipe & Dalton | 5,433 | $1.31M | 0.71% | −49−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,415 | $1.31M | 0.15% | +3,849+245.8% | Added |
| Boothbay Fund Management, LLC | 5,400 | $1.31M | 0.05% | −2,301−29.9% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.28M | 1.25% | 00.0% | Unchanged |
| CWM, LLC | 5,273 | $1.27M | 0.01% | +820+18.4% | Added |
| TD Private Client Wealth LLC | 5,266 | $1.27M | 0.05% | −863−14.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,256 | $1.27M | 0.03% | +121+2.4% | Added |
| Siemens Fonds Invest GmbH | 5,245 | $1.27M | 0.10% | +743+16.5% | Added |
| Kennedy Investment Group | 5,243 | $1.27M | 0.71% | +6+0.1% | Added |
| Scotia Capital Inc. | 5,215 | $1.26M | 0.01% | +708+15.7% | Added |