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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 2,236 | $540.6K | 0.01% | −298−11.8% | Reduced |
| Shelton Wealth Management, LLC | 2,233 | $539.8K | 0.38% | +1,240+124.9% | Added |
| Prospera Financial Services Inc | 2,230 | $539.1K | 0.02% | +113+5.3% | Added |
| Veriti Management LLC | 2,230 | $539.0K | 0.05% | +405+22.2% | Added |
| Profund Advisors LLC | 2,220 | $536.7K | 0.02% | +329+17.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,216 | $535.7K | 0.05% | −54−2.4% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $535.2K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,205 | $533.1K | 0.03% | +77+3.6% | Added |
| WealthTrust Axiom LLC | 2,200 | $531.9K | 0.18% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,196 | $530.9K | 0.19% | −140−6.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,196 | $530.9K | 0.06% | +60+2.8% | Added |
| Horizon Investments, LLC | 2,190 | $527.5K | 0.01% | −91−4.0% | Reduced |
| Johnson Investment Counsel Inc | 2,164 | $523.1K | 0.01% | −368−14.5% | Reduced |
| Knollwood Investment Advisory, LLC | 2,158 | $521.7K | 0.11% | +2,158 | New |
| Summit Trail Advisors, LLC | 2,152 | $520.2K | 0.02% | +116+5.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,145 | $518.6K | 0.19% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,143 | $518.0K | 0.23% | +3+0.1% | Added |
| Global Retirement Partners, LLC | 2,019 | $515.7K | 0.02% | +52+2.6% | Added |
| NEOS Investment Management LLC | 2,127 | $514.2K | 0.05% | +625+41.6% | Added |
| Cozad Asset Management Inc | 2,115 | $511.3K | 0.06% | −18−0.8% | Reduced |
| Cooper/Haims Advisors, LLC | 2,103 | $508.3K | 0.29% | +10.0% | Added |
| LMR Partners LLP | 2,101 | $507.9K | 0.01% | +2,101 | New |
| Glenmede Trust Co NA | 2,098 | $507.2K | 0.00% | −107−4.9% | Reduced |
| Nvest Financial, LLC | 2,087 | $504.4K | 0.40% | −60−2.8% | Reduced |
| Dohj, LLC | 2,080 | $502.7K | 0.15% | +2,080 | New |
| Retirement Planning Co of New England, Inc. | 2,074 | $501.3K | 0.23% | +223+12.0% | Added |
| Wetherby Asset Management Inc | 2,060 | $498.0K | 0.03% | −124−5.7% | Reduced |
| Arcataur Capital Management LLC | 2,057 | $497.3K | 0.19% | +33+1.6% | Added |
| Diametric Capital, LP | 2,041 | $493.4K | 0.30% | +48+2.4% | Added |
| Navalign, LLC | 2,027 | $490.1K | 0.17% | −33−1.6% | Reduced |
| Tributary Capital Management, LLC | 2,025 | $489.5K | 0.04% | −50−2.4% | Reduced |
| Spinnaker Investment Group, LLC | 2,023 | $489.0K | 0.15% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,010 | $486.0K | 0.26% | −5−0.2% | Reduced |
| Wealth Alliance | 2,006 | $485.0K | 0.07% | −131−6.1% | Reduced |
| CoreCap Advisors, LLC | 2,002 | $483.9K | 0.03% | +528+35.8% | Added |
| Community Bank, N.A. | 2,000 | $483.5K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,981 | $478.9K | 0.04% | +229+13.1% | Added |
| Legacy Bridge, LLC | 1,966 | $475.3K | 0.31% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,953 | $472.1K | 0.05% | −2−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,951 | $471.8K | 0.09% | −73−3.6% | Reduced |
| Empowered Funds, LLC | 1,939 | $468.8K | 0.01% | +280+16.9% | Added |
| Independent Financial Group, LLC | 1,935 | $467.8K | 0.03% | +89+4.8% | Added |
| Syon Capital LLC | 1,925 | $465.4K | 0.05% | +456+31.0% | Added |
| Central Bank & Trust Co | 1,922 | $464.6K | 0.07% | +694+56.5% | Added |
| Beaumont Financial Advisors, LLC | 1,915 | $463.0K | 0.04% | −10−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 1,900 | $459.3K | 0.08% | 00.0% | Unchanged |
| Advisor Resource Council | 1,893 | $457.5K | 0.05% | +1,893 | New |
| Meridian Wealth Management, LLC | 1,891 | $457.1K | 0.03% | +143+8.2% | Added |
| WBH Advisory Inc | 1,887 | $456.3K | 0.05% | −125−6.2% | Reduced |
| Trust Point Inc. | 1,880 | $454.5K | 0.04% | +1,880 | New |
| RDA Financial Network | 1,879 | $454.2K | 0.17% | −235−11.1% | Reduced |
| Planning Directions Inc | 1,879 | $454.2K | 0.32% | −463−19.8% | Reduced |
| Armbruster Capital Management, Inc. | 1,874 | $453.0K | 0.10% | −60−3.1% | Reduced |
| Headinvest, LLC | 1,867 | $451.3K | 0.09% | +924+98.0% | Added |
| Curbstone Financial Management Corp | 1,864 | $450.6K | 0.10% | +30+1.6% | Added |
| Berkeley Capital Partners, LLC | 1,853 | $448.0K | 0.15% | +33+1.8% | Added |
| PGGM Investments | 1,837 | $444.0K | 0.01% | +717+64.0% | Added |
| Charter Research & Investment Group, Inc. | 1,821 | $440.2K | 0.37% | −50−2.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,812 | $438.1K | 0.03% | +135+8.1% | Added |
| United Bank | 1,800 | $435.1K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,796 | $434.2K | 0.02% | −66−3.5% | Reduced |
| MONECO Advisors, LLC | 1,790 | $432.8K | 0.08% | +4+0.2% | Added |
| Tufton Capital Management | 1,783 | $431.0K | 0.09% | +63+3.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,777 | $429.7K | 0.08% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,773 | $428.7K | 0.01% | +166+10.3% | Added |
| Davis Investment Partners, LLC | 1,758 | $426.0K | 0.21% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,761 | $425.8K | 0.03% | −51−2.8% | Reduced |
| Hartford Funds Management Co LLC | 1,754 | $424.1K | 0.04% | −452−20.5% | Reduced |
| Lake Street Financial LLC | 1,754 | $424.0K | 0.07% | −66−3.6% | Reduced |
| Iron Financial, LLC | 1,751 | $423.4K | 0.24% | −91−4.9% | Reduced |
| DFPG Investments, LLC | 1,749 | $422.2K | 0.03% | +33+1.9% | Added |
| Arrow Financial Corp | 1,725 | $417.0K | 0.04% | −361−17.3% | Reduced |
| Cigna Investments Inc | 1,724 | $417.0K | 0.09% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,711 | $413.7K | 0.02% | +1,711 | New |
| Bluesphere Advisors, LLC | 1,700 | $411.0K | 0.25% | +1,700 | New |
| Cary Street Partner Investment Advisory LLC | 1,692 | $409.1K | 0.02% | +984+139.0% | Added |
| AlphaCore Capital LLC | 1,689 | $408.3K | 0.06% | +9+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,688 | $408.0K | 0.04% | −52−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,687 | $407.8K | 0.13% | −78−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,686 | $407.7K | 0.02% | −64−3.7% | Reduced |
| Harbour Investments, Inc. | 1,682 | $406.6K | 0.02% | +504+42.8% | Added |
| Tempus Wealth Planning, LLC | 1,672 | $404.2K | 0.18% | −123−6.9% | Reduced |
| Skopos Labs, Inc. | 1,670 | $403.7K | 0.19% | +1,670 | New |
| Atlas Capital Advisors LLC | 1,668 | $403.2K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,664 | $402.3K | 0.03% | +93+5.9% | Added |
| Ellevest, Inc. | 1,655 | $400.1K | 0.03% | −117−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,654 | $399.9K | 0.04% | +238+16.8% | Added |
| Kovack Advisors, Inc. | 1,637 | $395.8K | 0.05% | −222−11.9% | Reduced |
| Mutual Advisors, LLC | 1,624 | $392.6K | 0.01% | −53−3.2% | Reduced |
| Angeles Investment Advisors, LLC | 1,613 | $389.9K | 0.02% | +1,613 | New |
| Alesco Advisors LLC | 1,611 | $389.4K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,600 | $386.8K | 0.07% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,600 | $386.8K | 0.26% | +1,600 | New |
| Ballast, Inc. | 1,599 | $386.6K | 0.13% | −183−10.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,585 | $383.2K | 0.19% | −100−5.9% | Reduced |
| HB Wealth Management, LLC | 1,581 | $382.2K | 0.01% | −38−2.3% | Reduced |
| Mayflower Financial Advisors, LLC | 1,579 | $381.7K | 0.05% | −27−1.7% | Reduced |
| Riverview Trust Co | 1,577 | $381.2K | 0.39% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,568 | $379.1K | 0.02% | −529−25.2% | Reduced |
| BSW Wealth Partners | 1,567 | $378.8K | 0.08% | −133−7.8% | Reduced |