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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 5,211 | $1.26M | 0.11% | −684−11.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,206 | $1.26M | 1.08% | −160−3.0% | Reduced |
| Ziegler Capital Management, LLC | 5,188 | $1.25M | 0.06% | −64−1.2% | Reduced |
| Fiduciary Trust Co | 5,169 | $1.25M | 0.02% | +34+0.7% | Added |
| Credit Agricole S A | 5,129 | $1.24M | 0.03% | +3,253+173.4% | Added |
| Fairbanks Capital Management, Inc. | 5,122 | $1.24M | 0.88% | +266+5.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,116 | $1.24M | 0.03% | +25+0.5% | Added |
| Emerald Advisers, LLC | 5,103 | $1.23M | 0.05% | −340−6.2% | Reduced |
| Gilbert & Cook, Inc. | 5,074 | $1.23M | 0.17% | −949−15.8% | Reduced |
| Nebula Research & Development LLC | 5,072 | $1.23M | 0.37% | +5,072 | New |
| Marion Wealth Management | 5,066 | $1.22M | 0.39% | +1,151+29.4% | Added |
| Cetera Advisors LLC | 5,046 | $1.22M | 0.02% | +719+16.6% | Added |
| Western Wealth Management, LLC | 5,042 | $1.22M | 0.09% | −51−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,018 | $1.21M | 0.14% | +5,018 | New |
| Choate Investment Advisors | 4,980 | $1.20M | 0.04% | +31+0.6% | Added |
| Fox Run Management, L.L.C. | 4,973 | $1.20M | 0.31% | +4,973 | New |
| Neumann Capital Management, LLC | 4,957 | $1.20M | 0.48% | 00.0% | Unchanged |
| APG Asset Management N.V. | 5,453 | $1.19M | 0.00% | −411−7.0% | Reduced |
| Bahl & Gaynor Inc | 4,900 | $1.18M | 0.01% | +657+15.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,895 | $1.18M | 0.05% | −74−1.5% | Reduced |
| Brown Advisory Inc | 4,862 | $1.18M | 0.00% | −575−10.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,804 | $1.16M | 0.09% | −365−7.1% | Reduced |
| Ancora Advisors, LLC | 4,789 | $1.16M | 0.03% | +160+3.5% | Added |
| Shapiro Capital Management LLC | 4,780 | $1.16M | 0.03% | −50−1.0% | Reduced |
| Ieq Capital, LLC | 4,762 | $1.15M | 0.02% | +371+8.4% | Added |
| Waterfront Wealth Inc. | 4,753 | $1.15M | 0.34% | +111+2.4% | Added |
| Alaethes Wealth LLC | 4,714 | $1.14M | 0.54% | +298+6.7% | Added |
| Wambolt & Associates, LLC | 4,675 | $1.13M | 0.37% | −1,040−18.2% | Reduced |
| Caldwell Trust Co | 4,670 | $1.13M | 0.14% | −226−4.6% | Reduced |
| Daymark Wealth Partners, LLC | 4,649 | $1.12M | 0.07% | +3,206+222.2% | Added |
| 17 Capital Partners, LLC | 4,593 | $1.11M | 1.02% | +4,593 | New |
| Crescent Sterling, Ltd. | 4,578 | $1.11M | 1.10% | +38+0.8% | Added |
| Shelton Capital Management | 4,556 | $1.10M | 0.04% | −71−1.5% | Reduced |
| Garner Asset Management Corp | 4,525 | $1.10M | 0.56% | −443−8.9% | Reduced |
| Byrne Asset Management LLC | 4,546 | $1.09M | 0.83% | 00.0% | Unchanged |
| Cutler Group LP | 4,502 | $1.09M | 0.15% | −819−15.4% | Reduced |
| Boomfish Wealth Group, LLC | 4,448 | $1.08M | 0.78% | +4,448 | New |
| Steel Peak Wealth Management LLC | 4,440 | $1.07M | 0.06% | +4,440 | New |
| Axxcess Wealth Management, LLC | 4,429 | $1.07M | 0.03% | +2,784+169.2% | Added |
| Degroof Petercam Asset Management | 4,400 | $1.06M | 0.01% | +4,400 | New |
| Synergy Financial Management, LLC | 4,368 | $1.06M | 0.19% | +4,368 | New |
| Pictet & Cie (Europe) SA | 4,363 | $1.05M | 0.03% | −185−4.1% | Reduced |
| Spire Wealth Management | 4,096 | $1.04M | 0.04% | −103−2.5% | Reduced |
| HighPoint Advisor Group LLC | 3,839 | $1.04M | 0.07% | +3,839 | New |
| Venture Visionary Partners LLC | 4,270 | $1.03M | 0.05% | −95−2.2% | Reduced |
| FIL Ltd | 4,227 | $1.02M | 0.00% | +318+8.1% | Added |
| Independent Solutions Wealth Management, LLC | 4,207 | $1.02M | 0.26% | −358−7.8% | Reduced |
| Cambria Investment Management, L.P. | 4,200 | $1.02M | 0.07% | 00.0% | Unchanged |
| FJ Investments, LLC | 4,188 | $1.01M | 0.05% | +4,188 | New |
| Delta Financial Advisors LLC | 4,186 | $1.01M | 0.44% | +3+0.1% | Added |
| Burns J W & Co Inc | 4,182 | $1.01M | 0.15% | −113−2.6% | Reduced |
| Boston Private Wealth LLC | 4,164 | $1.01M | 0.02% | +596+16.7% | Added |
| Meiji Yasuda Life Insurance Co | 4,162 | $1.01M | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,162 | $1.01M | 0.05% | +4,162 | New |
| Fukoku Mutual Life Insurance Co | 4,100 | $991.2K | 0.08% | +2,000+95.2% | Added |
| First Command Advisory Services, Inc. | 4,093 | $989.5K | 0.01% | −607−12.9% | Reduced |
| Spouting Rock Asset Management, LLC | 4,020 | $971.8K | 0.36% | +5+0.1% | Added |
| Hoertkorn Richard Charles | 4,000 | $967.0K | 0.44% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,978 | $961.7K | 0.16% | +3,978 | New |
| Los Angeles Capital Management LLC | 3,976 | $961.2K | 0.00% | −105,568−96.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,943 | $959.3K | 0.21% | +3,943 | New |
| Quadrature Capital Ltd | 3,964 | $958.5K | 0.02% | +3,964 | New |
| First Hawaiian Bank | 3,958 | $956.8K | 0.03% | −662−14.3% | Reduced |
| Magnolia Capital Management Ltd | 3,945 | $954.0K | 0.87% | −447−10.2% | Reduced |
| Hunter Associates Investment Management LLC | 3,921 | $949.0K | 0.17% | +753+23.8% | Added |
| Everpar Advisors LLC | 3,910 | $945.2K | 0.44% | +3,910 | New |
| Eads & Heald Wealth Management | 3,858 | $933.0K | 0.45% | +136+3.7% | Added |
| Investment Management Corp of Ontario | 3,855 | $931.9K | 0.02% | +3,855 | New |
| NorthRock Partners, LLC | 3,848 | $930.2K | 0.04% | +2,846+284.0% | Added |
| Mirador Capital Partners LP | 3,847 | $930.0K | 0.20% | +170+4.6% | Added |
| Girard Partners Ltd. | 3,833 | $926.7K | 0.09% | −2,964−43.6% | Reduced |
| Hantz Financial Services, Inc. | 3,824 | $925.0K | 0.02% | +632+19.8% | Added |
| Wellington Shields Capital Management, LLC | 3,795 | $917.4K | 0.11% | +2,175+134.3% | Added |
| Hancock Whitney Corp | 3,788 | $915.8K | 0.03% | −560−12.9% | Reduced |
| Brinker Capital Investments, LLC | 3,637 | $909.2K | 0.01% | −413−10.2% | Reduced |
| Orion Portfolio Solutions, LLC | 3,637 | $909.2K | 0.01% | −413−10.2% | Reduced |
| First Horizon Advisors, Inc. | 3,758 | $908.6K | 0.03% | +373+11.0% | Added |
| Piscataqua Savings Bank | 3,713 | $897.6K | 0.84% | +15+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 3,709 | $896.7K | 0.05% | +133+3.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 3,696 | $893.5K | 0.36% | +3,696 | New |
| Diamant Asset Management, Inc. | 3,695 | $893.3K | 0.66% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,680 | $890.0K | 0.07% | +1,354+58.2% | Added |
| Wealthcare Advisory Partners LLC | 3,631 | $877.8K | 0.03% | +1,500+70.4% | Added |
| Anchor Capital Advisors LLC | 3,619 | $874.9K | 0.02% | +15+0.4% | Added |
| Parsons Capital Management Inc | 3,612 | $873.2K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,586 | $866.9K | 0.56% | +3,586 | New |
| SFMG, LLC | 3,574 | $864.1K | 0.08% | −20−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,557 | $859.9K | 0.04% | −206−5.5% | Reduced |
| NBC Securities, Inc. | 3,557 | $859.0K | 0.09% | −4−0.1% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $856.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,512 | $849.0K | 0.24% | −1,144−24.6% | Reduced |
| Capital Management Associates | 3,500 | $846.1K | 1.08% | +1,000+40.0% | Added |
| Essex Financial Services, Inc. | 3,484 | $842.3K | 0.09% | −112−3.1% | Reduced |
| Credential Qtrade Securities Inc. | 3,471 | $839.1K | 0.05% | +1,015+41.3% | Added |
| Prentice Wealth Management LLC | 3,461 | $836.7K | 0.33% | +36+1.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $834.0K | 0.61% | 00.0% | Unchanged |
| Pitcairn Co | 3,449 | $833.8K | 0.06% | −5−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 3,433 | $830.0K | 0.07% | −171−4.7% | Reduced |
| Morningstar Investment Services LLC | 3,415 | $827.0K | 0.00% | +1,660+94.6% | Added |
| ELCO Management Co., LLC | 3,410 | $824.4K | 0.54% | −12−0.4% | Reduced |