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 |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 3,385 | $818.3K | 0.07% | −480−12.4% | Reduced |
| Forum Financial Management, LP | 3,366 | $813.7K | 0.02% | +274+8.9% | Added |
| Raymond James Trust N.A. | 3,365 | $813.5K | 0.02% | −102−2.9% | Reduced |
| Bessemer Group Inc | 3,357 | $811.0K | 0.00% | +43+1.3% | Added |
| Wealthfront Advisers LLC | 3,313 | $800.9K | 0.00% | +263+8.6% | Added |
| Atlas Brown,Inc. | 3,306 | $799.2K | 0.33% | −22−0.7% | Reduced |
| TLWM | 3,276 | $792.0K | 0.19% | +22+0.7% | Added |
| Plimoth Trust Co LLC | 3,247 | $785.0K | 0.23% | +3,247 | New |
| Laraway Financial Inc | 3,240 | $783.3K | 0.74% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 3,226 | $779.9K | 0.24% | −250−7.2% | Reduced |
| Public Sector Pension Investment Board | 3,200 | $773.6K | 0.01% | −14,078−81.5% | Reduced |
| Intrust Bank NA | 3,165 | $765.1K | 0.09% | −48−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 3,160 | $763.9K | 0.26% | −40−1.3% | Reduced |
| Stablepoint Partners, LLC | 3,156 | $763.0K | 0.20% | +3,156 | New |
| Apollon Wealth Management, LLC | 3,150 | $761.5K | 0.03% | +1,281+68.5% | Added |
| Tranquility Partners, LLC | 3,132 | $757.2K | 0.32% | −305−8.9% | Reduced |
| Haverford Trust Co | 3,130 | $756.7K | 0.01% | −31−1.0% | Reduced |
| GAMMA Investing LLC | 3,080 | $754.8K | 0.20% | +3,080 | New |
| Dana Investment Advisors, Inc. | 3,113 | $752.6K | 0.04% | −799−20.4% | Reduced |
| Quantinno Capital Management LP | 3,105 | $751.0K | 0.03% | −4,087−56.8% | Reduced |
| XTX Topco Ltd | 3,104 | $750.4K | 0.16% | +537+20.9% | Added |
| HBW Advisory Services LLC | 3,100 | $750.0K | 0.14% | −561−15.3% | Reduced |
| Forte Capital LLC | 3,089 | $746.7K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,039 | $734.7K | 0.09% | +560+22.6% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $725.3K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 2,982 | $720.9K | 0.44% | −32−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 2,961 | $715.8K | 0.01% | −56−1.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,951 | $713.4K | 0.06% | −222−7.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,939 | $710.5K | 0.12% | +6+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,919 | $705.7K | 0.01% | −7,086−70.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,910 | $703.5K | 0.22% | +75+2.6% | Added |
| Arlington Trust Co LLC | 2,909 | $703.3K | 0.20% | +2,909 | New |
| QRG Capital Management, Inc. | 2,905 | $702.3K | 0.01% | −109−3.6% | Reduced |
| Tectonic Advisors LLC | 2,903 | $701.8K | 0.06% | +215+8.0% | Added |
| ClearAlpha Technologies LP | 2,900 | $701.1K | 0.27% | +2,900 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,855 | $699.7K | 0.01% | +522+22.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,888 | $698.0K | 0.01% | +108+3.9% | Added |
| KCM Investment Advisors LLC | 2,868 | $693.3K | 0.03% | +229+8.7% | Added |
| Meeder Advisory Services, Inc. | 2,841 | $686.8K | 0.08% | +180+6.8% | Added |
| Aries Wealth Management | 2,831 | $684.4K | 0.24% | −260−8.4% | Reduced |
| CAPROCK Group, Inc. | 2,817 | $681.1K | 0.04% | +239+9.3% | Added |
| Cooper Financial Group | 2,811 | $679.7K | 0.12% | +336+13.6% | Added |
| Waterloo Capital, L.P. | 2,810 | $679.3K | 0.11% | +2,810 | New |
| Independent Advisor Alliance | 2,808 | $678.8K | 0.02% | −332−10.6% | Reduced |
| Lincoln National Corp | 2,802 | $677.5K | 0.01% | +237+9.2% | Added |
| Old Port Advisors | 2,801 | $677.2K | 0.22% | −24−0.8% | Reduced |
| Copperwynd Financial, LLC | 2,779 | $671.8K | 0.27% | +43+1.6% | Added |
| Brown Brothers Harriman & Co | 2,758 | $666.7K | 0.01% | +125+4.7% | Added |
| Exchange Capital Management, Inc. | 2,757 | $666.5K | 0.12% | −168−5.7% | Reduced |
| Sigma Planning Corp | 2,726 | $658.9K | 0.05% | −3,530−56.4% | Reduced |
| Blackhawk Capital Partners LLC. | 2,717 | $656.8K | 0.45% | +82+3.1% | Added |
| Bleakley Financial Group, LLC | 2,715 | $656.5K | 0.02% | +81+3.1% | Added |
| Dover Advisors, LLC | 2,711 | $655.4K | 0.86% | −458−14.5% | Reduced |
| IHT Wealth Management, LLC | 2,711 | $655.4K | 0.03% | −291−9.7% | Reduced |
| Sawtooth Solutions, LLC | 2,708 | $654.8K | 0.02% | +74+2.8% | Added |
| LVW Advisors, LLC | 2,677 | $647.2K | 0.12% | −189−6.6% | Reduced |
| Savant Capital, LLC | 2,669 | $645.3K | 0.01% | −10.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,654 | $641.6K | 0.45% | −341−11.4% | Reduced |
| Morningstar Investment Management LLC | 2,639 | $638.0K | 0.07% | +65+2.5% | Added |
| CNB Bank | 2,636 | $637.3K | 0.34% | +346+15.1% | Added |
| Colony Group, LLC | 2,632 | $636.0K | 0.01% | +2,632 | New |
| Empirical Finance, LLC | 2,621 | $633.6K | 0.04% | −4−0.2% | Reduced |
| We Are One Seven, LLC | 2,602 | $629.0K | 0.04% | +582+28.8% | Added |
| Intact Investment Management Inc. | 2,600 | $628.5K | 0.03% | +500+23.8% | Added |
| Douglass Winthrop Advisors, LLC | 2,552 | $616.9K | 0.01% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 2,550 | $616.0K | 0.23% | 00.0% | Unchanged |
| Allworth Financial LP | 2,548 | $616.0K | 0.00% | +325+14.6% | Added |
| Gateway Investment Advisers LLC | 2,545 | $615.3K | 0.01% | −70−2.7% | Reduced |
| Schear Investment Advisers, LLC | 2,522 | $609.7K | 0.59% | +44+1.8% | Added |
| Bragg Financial Advisors, Inc | 2,506 | $605.8K | 0.03% | −103−3.9% | Reduced |
| Burns Matteson Capital Management, LLC | 2,499 | $604.4K | 0.42% | +42+1.7% | Added |
| Cornerstone Advisory, LLC | 2,465 | $595.9K | 0.09% | +18+0.7% | Added |
| Washington Capital Management Inc | 2,450 | $592.3K | 0.51% | +300+14.0% | Added |
| Sterling Investment Counsel, LLC | 2,444 | $590.8K | 0.30% | +256+11.7% | Added |
| Ballentine Partners, LLC | 2,442 | $590.4K | 0.01% | +4+0.2% | Added |
| Personal Cfo Solutions, LLC | 2,427 | $587.0K | 0.10% | +19+0.8% | Added |
| Patten Group, Inc. | 2,424 | $586.0K | 0.16% | −60−2.4% | Reduced |
| Ci Investments Inc. | 2,414 | $584.0K | 0.00% | +508+26.7% | Added |
| Chemung Canal Trust Co | 2,414 | $583.6K | 0.12% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,414 | $583.6K | 0.02% | +140+6.2% | Added |
| RSM US Wealth Management LLC | 2,411 | $582.8K | 0.02% | +2,411 | New |
| Arnhold LLC | 2,400 | $580.2K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 2,393 | $578.5K | 0.32% | +2,393 | New |
| Athena Investment Management | 2,362 | $571.0K | 0.37% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,352 | $568.6K | 0.63% | +42+1.8% | Added |
| International Assets Investment Management, LLC | 2,345 | $567.0K | 0.07% | +79+3.5% | Added |
| Harbor Capital Advisors, Inc. | 2,324 | $561.8K | 0.11% | −17−0.7% | Reduced |
| Anchor Investment Management, LLC | 2,322 | $561.3K | 0.06% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,313 | $559.1K | 0.17% | +522+29.1% | Added |
| Park National Corp | 2,310 | $558.4K | 0.02% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,305 | $557.2K | 0.04% | −5−0.2% | Reduced |
| Sapient Capital LLC | 2,299 | $555.8K | 0.01% | +2,299 | New |
| Wedbush Securities Inc | 2,296 | $555.0K | 0.02% | +356+18.4% | Added |
| Equitable Holdings, Inc. | 2,285 | $552.3K | 0.01% | +446+24.3% | Added |
| Lake Street Advisors Group, LLC | 2,270 | $548.9K | 0.03% | +2,270 | New |
| Prudent Man Advisors, LLC | 2,256 | $545.4K | 0.20% | −56−2.4% | Reduced |
| Altshuler Shaham Ltd | 2,252 | $544.4K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,250 | $544.0K | 0.01% | −238−9.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,248 | $543.5K | 0.17% | −20−0.9% | Reduced |
| NewEdge Wealth, LLC | 2,238 | $541.0K | 0.01% | +1,338+148.7% | Added |