Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q1 2024

Institutional positions in Constellation Brands, Inc. as of Mar 31, 2024. 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: 1,323; +42 vs. Q4 2023
Shares held: 145.9M; +4.84M (+3.4%) vs. Q4 2023
Total value: $39.6B; +$5.52B (+16.2%) vs. Q4 2023
New holders: 138; 495 more added
Sold out: 96; 476 more reduced

19 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,323 institutions

Value heldQ1 2024: $39.6B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q1 2024

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2023.

Institutions holding STZ in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$5	0.00%	0	Unchanged
Creekmur Asset Management LLC	1	$191	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	1	$272	0.00%	−2−66.7%	Reduced
Cherry Tree Wealth Management, LLC	1	$272	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	2	$544	0.00%	−6−75.0%	Reduced
Core Alternative Capital	3	$815	0.00%	−43−93.5%	Reduced
NVWM, LLC	3	$815	0.00%	+3	New
ClariVest Asset Management LLC	3	$816	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	3	$816	0.00%	00.0%	Unchanged
Quest Partners LLC	4	$1.09K	0.00%	−6,856−99.9%	Reduced
PSI Advisors, LLC	4	$1.09K	0.00%	−5−55.6%	Reduced
Plante Moran Financial Advisors, LLC	4	$1.09K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	4	$1.09K	0.00%	+4	New
Armstrong Advisory Group, Inc	5	$1.21K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	5	$1.36K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.36K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	6	$1.63K	0.00%	+6	New
Delta Asset Management LLC	7	$1.90K	0.00%	00.0%	Unchanged
Fairman Group, LLC	7	$1.90K	0.00%	00.0%	Unchanged
First Pacific Financial	7	$1.90K	0.00%	+7	New
Granite FO LLC	8	$1.92K	0.00%	+8	New
Laffer Tengler Investments	8	$2.04K	0.00%	+8	New
Trifecta Capital Advisors, LLC	8	$2.17K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	8	$2.19K	0.00%	−10−55.6%	Reduced
REAP Financial Group, LLC	8	$2.19K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.72K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	10	$2.72K	0.00%	00.0%	Unchanged
Tidemark, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	10	$2.72K	0.00%	+1+11.1%	Added
SJS Investment Consulting Inc.	10	$2.72K	0.00%	+2+25.0%	Added
Horizon Financial Services, LLC	10	$2.73K	0.00%	+10	New
LifeSteps Financial, Inc.	11	$2.99K	0.00%	+11	New
DiNuzzo Private Wealth, Inc.	11	$2.99K	0.00%	+1+10.0%	Added
VitalStone Financial, LLC	10	$3.00K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	12	$3.26K	0.00%	−113−90.4%	Reduced
Pacific Capital Wealth Advisors, Inc	12	$3.26K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	12	$3.33K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	12	$3.34K	0.00%	+2+20.0%	Added
Aspire Private Capital, LLC	13	$3.40K	0.00%	+1+8.3%	Added
Versant Capital Management, Inc	13	$3.53K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$3.55K	0.00%	00.0%	Unchanged
Spotlight Asset Group, Inc.	14	$3.81K	0.00%	+14	New
Penserra Capital Management LLC	15	$4.00K	0.00%	−736−98.0%	Reduced
CoreFirst Bank & Trust	17	$4.62K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	18	$4.89K	0.00%	−16−47.1%	Reduced
Avion Wealth	16	$5.00K	0.00%	+4+33.3%	Added
Mendota Financial Group, LLC	19	$5.29K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	20	$5.46K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	24	$6.49K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$6.79K	0.00%	00.0%	Unchanged
1832 Asset Management L.P.	25	$6.79K	0.00%	+25	New
Ogorek Anthony Joseph	30	$8.00K	0.00%	−57−65.5%	Reduced
CarsonAllaria Wealth Management, Ltd.	31	$8.67K	0.01%	00.0%	Unchanged
Centennial Bank	35	$9.51K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	36	$9.78K	0.00%	+36	New
Fortitude Family Office, LLC	37	$10.1K	0.01%	00.0%	Unchanged
Zions Bancorporation, N.A.	38	$10.3K	0.00%	−11−22.4%	Reduced
Mascoma Wealth Management LLC	38	$10.3K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	39	$10.6K	0.00%	+39	New
Carolina Wealth Advisors, LLC	40	$10.9K	0.01%	00.0%	Unchanged
Benjamin Edwards Inc	40	$11.0K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	44	$11.4K	0.01%	+20+83.3%	Added
Ruedi Wealth Management, Inc.	42	$11.4K	0.00%	+42	New
Legend Financial Advisors, Inc.	43	$11.7K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$12.0K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$12.2K	0.01%	00.0%	Unchanged
Eagle Bay Advisors LLC	46	$12.5K	0.01%	−1−2.1%	Reduced
Private Wealth Management Group, LLC	46	$12.5K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	48	$13.0K	0.01%	+35+269.2%	Added
Westside Investment Management, Inc.	50	$13.6K	0.00%	+50	New
Venturi Wealth Management, LLC	50	$13.6K	0.00%	+50	New
Breakwater Investment Management	50	$13.6K	0.01%	+50	New
Bogart Wealth, LLC	51	$13.9K	0.00%	−22−30.1%	Reduced
Frazier Financial Advisors, LLC	52	$14.1K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	52	$14.1K	0.00%	+40+333.3%	Added
Winch Advisory Services, LLC	52	$14.2K	0.00%	00.0%	Unchanged
First Personal Financial Services	54	$14.7K	0.00%	00.0%	Unchanged
Centiva Capital, LP	55	$14.9K	0.00%	+55	New
Cornerstone Planning Group LLC	60	$15.4K	0.00%	−136−69.4%	Reduced
Householder Group Estate & Retirement Specialist, LLC	56	$15.4K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	57	$15.5K	0.02%	+57	New
SRS Capital Advisors, Inc.	58	$15.8K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	59	$15.9K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	58	$16.0K	0.00%	+2+3.6%	Added
EntryPoint Capital, LLC	59	$16.0K	0.01%	−20−25.3%	Reduced
Abound Wealth Management	64	$17.4K	0.01%	−2−3.0%	Reduced
Providence Capital Advisors, LLC	65	$17.7K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	61	$17.7K	0.01%	00.0%	Unchanged
TFC Financial Management	66	$17.9K	0.00%	+1+1.5%	Added
FSA Wealth Management LLC	69	$18.8K	0.01%	+26+60.5%	Added
Coston, McIsaac & Partners	71	$19.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	69	$19.0K	0.00%	+4+6.2%	Added
Exchange Traded Concepts, LLC	70	$19.0K	0.00%	−115−62.2%	Reduced
ICA Group Wealth Management, LLC	71	$19.3K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	71	$19.4K	0.01%	+71	New
Highlander Capital Management, LLC	–	$19.9K	0.01%	–	–
Annapolis Financial Services, LLC	75	$20.4K	0.01%	00.0%	Unchanged