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Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Constellation Brands, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of STZ: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,300191,323+42
Shares141.2M174.6K145.9M+4.84M (+3.4%)
Value$34.1B$42.2M$39.6B+$5.52B (+16.2%)

19 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (138)

Institutions that held Constellation Brands, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 138 by value.

Institutions new to STZ in Q1 2024
InstitutionSharesValue% of portfolio
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners656,433$178.4M2.71%
Ninety One UK Ltd354,211$96.3M0.27%
Atreides Management, LP167,641$45.6M1.37%
Confluence Investment Management LLC143,428$39.0M0.52%
Ninety One SA (PTY) Ltd112,123$30.4M4.38%
Mane Global Capital Management LP108,827$29.6M2.51%
Artemis Investment Management LLP92,261$25.1M0.32%
Nippon Life Global Investors Americas, Inc.76,950$20.9M0.98%
Danske Bank A/S69,497$18.9M0.06%
Freemont Management S.A.53,700$14.6M2.25%
Resona Asset Management Co.,Ltd.53,514$14.5M0.09%
Grand Jean Capital Management Inc48,831$13.3M3.50%
Mediolanum International Funds Ltd31,443$8.55M0.14%
Spirepoint Private Client, LLC23,453$6.37M0.97%
Point72 Asset Management, L.P.22,551$6.13M0.02%
American National Bank & Trust Co18,910$5.14M1.21%
Napean Trading & Investment Co (Singapore) PTE Ltd13,333$3.62M0.89%
Ossiam11,933$3.24M0.06%
Privium Fund Management (UK) Ltd10,490$2.81M1.39%
TriaGen Wealth Management LLC7,074$1.92M0.80%
DoubleLine ETF Adviser LP7,052$1.92M0.49%
Allianz SE7,017$1.91M0.06%
Bellwether Advisors, LLC6,249$1.70M0.37%
Highview Capital Management LLC5,896$1.60M0.72%
Inceptionr LLC5,800$1.58M0.41%
Bryn Mawr Trust Co5,682$1.54M0.06%
Prairie Wealth Advisors, Inc.5,621$1.53M0.72%
Martingale Asset Management L P5,561$1.51M0.03%
Hudson Bay Capital Management LP5,116$1.39M0.01%
BNP Paribas5,092$1.38M0.06%
HighVista Strategies LLC4,400$1.20M0.43%
Ally Financial Inc.4,000$1.09M0.15%
Cipher Capital LP3,464$941.4K0.44%
BTG Pactual Global Asset Management Ltd3,309$899.3K0.29%
Simplicity Wealth,LLC2,863$777.9K0.02%
First Citizens Bank & Trust Co2,802$761.5K0.01%
Banque Cantonale Vaudoise2,699$734.0K0.03%
Greystone Financial Group, LLC2,444$664.2K0.13%
Sanibel Captiva Trust Company, Inc.2,218$602.8K0.02%
SpiderRock Advisors, LLC2,223$592.1K0.02%
Fortis Capital Advisors, LLC2,147$583.5K0.25%
Jupiter Wealth Management LLC2,250$581.3K0.31%
Swedbank AB2,063$560.6K0.00%
D.B. Root & Company, LLC1,756$477.2K0.16%
Scholtz & Company, LLC1,743$473.7K0.21%
Diversify Advisory Services, LLC1,771$471.1K0.03%
InTrack Investment Management Inc1,712$465.3K0.35%
BBR Partners, LLC1,625$441.6K0.04%
Keynote Financial Services LLC1,457$396.0K0.33%
Two Sigma Securities, LLC1,395$379.1K0.02%
Alps Advisors Inc1,330$361.4K0.00%
Saiph Capital, LLC1,287$349.8K0.16%
Capula Management Ltd1,274$346.2K0.01%
Focus Financial Network, Inc.1,307$338.1K0.02%
Northwest Bancshares, Inc.1,238$336.4K0.05%
LifePlan Financial, LLC1,221$331.8K0.30%
Fisher Asset Management, LLC1,208$328.4K0.00%
PFG Investments, LLC1,177$319.8K0.02%
NWF Advisory Services Inc.1,168$317.5K0.05%
ZWJ Investment Counsel Inc1,115$303.0K0.01%
Umpqua Bank1,075$292.1K0.12%
Coppell Advisory Solutions Corp.1,038$282.0K0.05%
New Century Financial Group, LLC1,017$276.4K0.19%
Guidance Capital, Inc971$250.9K0.09%
FFT Wealth Management LLC916$248.9K0.02%
Atomi Financial Group, Inc.889$241.7K0.02%
RMR Wealth Builders888$241.4K0.03%
Sage Mountain Advisors LLC870$236.4K0.02%
Evoke Wealth, LLC862$234.4K0.01%
Philip James Wealth Mangement, LLC855$232.3K0.16%
SeaCrest Wealth Management, LLC853$231.7K0.03%
Journey Advisory Group, LLC850$231.0K0.03%
Buckingham Strategic Partners847$230.3K0.01%
Fragasso Group Inc.838$227.8K0.02%
Courier Capital LLC835$226.9K0.02%
Buckingham Strategic Wealth, LLC828$225.1K0.00%
Green Square Capital Advisors LLC818$222.4K0.03%
Fortis Group Advisors, LLC811$220.4K0.04%
Chatham Capital Group, Inc.810$220.1K0.04%
Marino, Stram & Associates LLC810$220.1K0.05%
Bouchey Financial Group Ltd808$219.6K0.02%
Financial Council Asset Management Inc803$218.2K0.13%
9258 Wealth Management, LLC802$217.9K0.03%
Tactive Advisors, LLC800$217.4K0.12%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management799$217.0K0.01%
Patrick M Sweeney & Associates, Inc796$216.3K0.18%
ProVise Management Group, LLC795$216.0K0.02%
Grant Street Asset Management, Inc.793$215.5K0.07%
Cascade Investment Group, Inc.789$214.4K0.16%
Fox Hill Wealth Management782$212.5K0.14%
GeoWealth Management, LLC776$211.0K0.01%
LBMC Investment Advisors, LLC775$210.6K0.02%
Franklin Street Advisors Inc770$209.0K0.02%
Gallagher Fiduciary Advisors, LLC762$207.1K0.01%
Modera Wealth Management, LLC761$206.8K0.00%
Granite Harbor Advisors, Inc.760$206.5K0.14%
Holistic Financial Partners758$206.0K0.10%
Benin Management CORP758$206.0K0.07%
Warren Averett Asset Management, LLC757$205.8K0.00%
Naviter Wealth, LLC751$204.1K0.03%

Sold out (96)

Institutions that held Constellation Brands, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of STZ in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Twinbeech Capital LP266,566$64.4M
Voloridge Investment Management, LLC190,245$46.0M
Cubist Systematic Strategies, LLC135,576$32.8M
Worldquant Millennium Advisors LLC103,620$25.1M
Tudor Investment Corp Et Al87,194$21.1M
HRT Financial LP79,605$19.2M
Woodline Partners LP63,812$15.4M
Engineers Gate Manager LP63,031$15.2M
Landscape Capital Management, L.L.C.47,442$11.5M
Trexquant Investment LP43,252$10.5M
Simplex Trading, LLC42,827$10.4M
Point72 Middle East FZE37,203$8.99M
Quantbot Technologies LP34,316$8.30M
Seven Eight Capital, LP32,175$7.78M
FORA Capital, LLC25,091$6.07M
Holocene Advisors, LP23,807$5.76M
Point72 Hong Kong Ltd23,775$5.75M
Interval Partners, LP19,380$4.69M
VGI Partners Ltd18,500$4.47M
Two Sigma Investments, LP18,385$4.44M
Cetera Advisor Networks LLC16,721$4.04M
Natixis15,114$3.65M
Herbst Group, LLC13,550$3.28M
Granite Bay Wealth Management, LLC12,600$3.00M
Picton Mahoney Asset Management11,745$2.84M
Bayesian Capital Management, LP8,500$2.05M
Aigen Investment Management, LP7,705$1.86M
Andra AP-fonden7,000$1.69M
Axq Capital, LP6,500$1.57M
Sciencast Management LP6,449$1.56M
Lecap Asset Management Ltd5,724$1.38M
Brevan Howard Capital Management LP5,717$1.38M
Nebula Research & Development LLC5,072$1.23M
Cetera Advisors LLC5,046$1.22M
Fox Run Management, L.L.C.4,973$1.20M
Boomfish Wealth Group, LLC4,448$1.08M
FJ Investments, LLC4,188$1.01M
Quadrature Capital Ltd3,964$958.5K
FDx Advisors, Inc.3,680$890.0K
Machina Capital S.A.S.3,586$866.9K
Dana Investment Advisors, Inc.3,113$752.6K
ClearAlpha Technologies LP2,900$701.1K
MQS Management LLC2,393$578.5K
Laidlaw Wealth Management LLC2,196$530.9K
Retirement Guys Formula LLC2,010$486.0K
Advisor Resource Council1,893$457.5K
Meridian Wealth Management, LLC1,891$457.1K
PGGM Investments1,837$444.0K
United Bank1,800$435.1K
Iron Financial, LLC1,751$423.4K
Cresta Advisors, Ltd.1,600$386.8K
Meridian Financial Partners LLC1,301$330.0K
Headlands Technologies LLC1,364$329.7K
Founders Financial Securities LLC1,346$325.4K
Grayhawk Investment Strategies Inc.1,244$300.7K
Little House Capital LLC1,112$268.8K
Meridian Wealth Advisors, LLC1,073$259.4K
Claro Advisors LLC1,059$256.1K
LM Advisors LLC1,033$249.7K
SageView Advisory Group, LLC949$235.8K
Leeward Financial Partners, LLC946$228.6K
Carlson Capital Management849$205.2K
Calton & Associates, Inc.846$204.5K
Qsemble Capital Management, LP830$200.7K
ORG Partners LLC653$157.9K
Point72 Asia (Singapore) Pte. Ltd.614$148.4K
Caas Capital Management LP600$145.1K
AJOVista, LLC568$137.3K
Tradition Wealth Management, LLC492$119.0K
Naples Money Management LLC343$82.9K
AXS Investments LLC299$72.3K
Systematic Alpha Investments, LLC290$70.1K
BOK Financial Private Wealth, Inc.251$60.7K
Osterweis Capital Management Inc250$60.4K
Glassman Wealth Services192$46.4K
Kelly Lawrence W & Associates Inc170$41.1K
Turtle Creek Wealth Advisors, LLC152$36.7K
Kapitalo Investimentos Ltda145$35.1K
Scharf Investments, LLC124$30.2K
BKM Wealth Management, LLC117$28.3K
New Millennium Group LLC88$21.3K
Focused Wealth Management, Inc53$12.7K
Clear Street Markets LLC49$12.0K
Glass Jacobson Investment Advisors llc45$10.9K
First Community Trust NA33$7.98K
Rockbridge Investment Management, LCC33$7.98K
Mine & Arao Wealth Creation & Management, LLC.26$6.29K
First United Bank Trust22$5.32K
Beaird Harris Wealth Management, LLC19$4.59K
EdgeRock Capital LLC17$4.26K
NewSquare Capital LLC17$4.11K
Addison Advisors LLC13$3.14K
Provenance Wealth Advisors, LLC11$2.66K
Voisard Asset Management Group, Inc.7$1.69K
Tfo-TDC, LLC3$725
Pineridge Advisors LLC1$242

Not filed for Q1 2024 yet (19)

Institutions that held Constellation Brands, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC58,323$14.1M
Bridgecreek Investment Management, LLC34,785$8.41M
Telemus Capital, LLC25,560$6.18M
Bartlett & Co. LLC19,763$4.79M
Lee Danner & Bass Inc13,555$3.28M
Platform Technology Partners5,601$1.38M
Spouting Rock Asset Management, LLC4,020$971.8K
Sawtooth Solutions, LLC2,708$654.8K
DFPG Investments, LLC1,749$422.2K
Desjardins Global Asset Management Inc.1,507$364.4K
Wade G W & Inc1,352$327.0K
Focus Financial Network Inc1,307$315.9K
Strategic Investment Solutions, Inc.1,145$276.8K
Columbia Trust Co 010120161,089$263.3K
Coppell Advisory Solutions LLC1,063$256.9K
Neo Ivy Capital Management781$189.0K
Fairfield Financial Advisors, LTD219$52.9K
HWG Holdings LP22$5.32K
Baystate Wealth Management LLC18$4.56K