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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ossiam | 11,933 | $3.24M | 0.06% | +11,933 | New |
| Maryland State Retirement & Pension System | 12,641 | $3.27M | 0.07% | +240+1.9% | Added |
| Meridian Management Co | 12,023 | $3.27M | 0.89% | −24−0.2% | Reduced |
| Rafferty Asset Management, LLC | 12,212 | $3.32M | 0.01% | −329−2.6% | Reduced |
| Kentucky Retirement Systems | 12,216 | $3.32M | 0.10% | −716−5.5% | Reduced |
| South Dakota Investment Council | 12,253 | $3.33M | 0.07% | 00.0% | Unchanged |
| Robbins Farley LLC | 12,307 | $3.34M | 1.84% | +423+3.6% | Added |
| Alta Capital Management LLC | 12,383 | $3.37M | 0.21% | +35+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 12,443 | $3.37M | 0.02% | +2,475+24.8% | Added |
| Valley National Advisers Inc | 12,394 | $3.37M | 0.51% | −641−4.9% | Reduced |
| Fayez Sarofim & Co | 12,415 | $3.37M | 0.01% | −105−0.8% | Reduced |
| Cresset Asset Management, LLC | 12,615 | $3.43M | 0.02% | +2,316+22.5% | Added |
| Parallax Volatility Advisers, L.P. | 12,729 | $3.46M | 0.10% | +6,698+111.1% | Added |
| City Holding Co | 12,776 | $3.47M | 0.52% | +452+3.7% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 13,333 | $3.62M | 0.89% | +13,333 | New |
| Infusive Asset Management Inc. | 13,555 | $3.68M | 1.42% | −29,128−68.2% | Reduced |
| CIBC Private Wealth Group, LLC | 13,934 | $3.71M | 0.01% | +3,438+32.8% | Added |
| Elo Mutual Pension Insurance Co | 13,643 | $3.71M | 0.09% | −789−5.5% | Reduced |
| Oregon Public Employees Retirement Fund | 13,800 | $3.75M | 0.07% | +1,203+9.5% | Added |
| Hoylecohen, LLC | 13,817 | $3.75M | 0.29% | +44+0.3% | Added |
| Brookstone Capital Management | 14,026 | $3.81M | 0.07% | +312+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 14,261 | $3.88M | 0.04% | +656+4.8% | Added |
| Commerce Bank | 14,555 | $3.96M | 0.03% | +544+3.9% | Added |
| Toroso Investments, LLC | 14,557 | $3.96M | 0.07% | +4,949+51.5% | Added |
| Cypress Asset Management Inc | 14,265 | $3.96M | 1.07% | −247−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 14,886 | $4.05M | 0.95% | 00.0% | Unchanged |
| Citizens Business Bank | 14,914 | $4.05M | 0.84% | −312−2.0% | Reduced |
| Aureus Asset Management, LLC | 14,929 | $4.06M | 0.28% | +345+2.4% | Added |
| EULAV Asset Management | 15,000 | $4.08M | 0.11% | −3,000−16.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,346 | $4.17M | 0.05% | +135+0.9% | Added |
| Oak Harvest Investment Services | 15,436 | $4.19M | 0.70% | −2,525−14.1% | Reduced |
| Parkside Investments, LLC | 15,488 | $4.21M | 0.67% | −5,900−27.6% | Reduced |
| Beacon Pointe Advisors, LLC | 15,537 | $4.22M | 0.05% | −170−1.1% | Reduced |
| Sand Hill Global Advisors, LLC | 15,663 | $4.26M | 0.20% | −80−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,682 | $4.26M | 0.03% | −158,116−91.0% | Reduced |
| Fulton Bank, N.A. | 15,739 | $4.28M | 0.18% | +514+3.4% | Added |
| Valeo Financial Advisors, LLC | 16,469 | $4.31M | 0.15% | +638+4.0% | Added |
| Burney Co | 15,873 | $4.31M | 0.16% | +400+2.6% | Added |
| WealthPLAN Partners, LLC | 15,881 | $4.32M | 0.45% | +1,308+9.0% | Added |
| Allspring Global Investments Holdings, LLC | 15,987 | $4.34M | 0.01% | −59,627−78.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,023 | $4.35M | 1.23% | −280−1.7% | Reduced |
| Daiwa Securities Group Inc. | 16,147 | $4.39M | 0.02% | +1,266+8.5% | Added |
| Assetmark, Inc | 16,171 | $4.39M | 0.01% | −4,274−20.9% | Reduced |
| Private Advisor Group, LLC | 16,210 | $4.40M | 0.03% | −478−2.9% | Reduced |
| Coldstream Capital Management Inc | 16,275 | $4.42M | 0.11% | −167−1.0% | Reduced |
| Aviance Capital Partners, LLC | 16,343 | $4.44M | 0.66% | +116+0.7% | Added |
| Hedeker Wealth, LLC | 16,352 | $4.44M | 1.28% | −4,208−20.5% | Reduced |
| Cox Capital Mgt LLC | 16,554 | $4.50M | 2.77% | +4,592+38.4% | Added |
| SWS Partners | 16,597 | $4.51M | 1.35% | +2,333+16.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 16,678 | $4.53M | 0.88% | −280−1.7% | Reduced |
| Oak Asset Management, LLC | 16,842 | $4.58M | 1.71% | +255+1.5% | Added |
| First Manhattan Co | 16,996 | $4.62M | 0.01% | −70.0% | Reduced |
| Sandy Spring Bank | 17,016 | $4.62M | 0.21% | −190−1.1% | Reduced |
| Kavar Capital Partners Group, LLC | 17,062 | $4.64M | 0.86% | −18,592−52.1% | Reduced |
| Great Valley Advisor Group, Inc. | 17,284 | $4.70M | 0.14% | +726+4.4% | Added |
| Alpha Omega Wealth Management LLC | 17,431 | $4.74M | 0.88% | −304−1.7% | Reduced |
| Toth Financial Advisory Corp | 17,446 | $4.74M | 0.59% | +1,336+8.3% | Added |
| State of Alaska, Department of Revenue | 17,456 | $4.74M | 0.05% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 17,614 | $4.79M | 0.92% | +15,200+629.7% | Added |
| St Germain D J Co Inc | 17,790 | $4.83M | 0.24% | +216+1.2% | Added |
| Parallel Advisors, LLC | 18,130 | $4.93M | 0.13% | −310−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 18,201 | $4.95M | 0.01% | −15,207−45.5% | Reduced |
| Joho Capital LLC | 18,215 | $4.95M | 0.69% | 00.0% | Unchanged |
| Narwhal Capital Management | 18,441 | $5.01M | 0.49% | +7,029+61.6% | Added |
| Snowden Capital Advisors LLC | 18,637 | $5.06M | 0.16% | +240+1.3% | Added |
| Jump Financial, LLC | 18,671 | $5.07M | 0.14% | −13,172−41.4% | Reduced |
| Resources Management Corp | 18,675 | $5.08M | 0.74% | +873+4.9% | Added |
| River Wealth Advisors LLC | 18,768 | $5.10M | 0.74% | +670+3.7% | Added |
| American National Bank & Trust Co | 18,910 | $5.14M | 1.21% | +18,910 | New |
| Kestra Private Wealth Services, LLC | 18,922 | $5.14M | 0.12% | +488+2.6% | Added |
| RNC Capital Management LLC | 18,934 | $5.15M | 0.29% | −689−3.5% | Reduced |
| Peddock Capital Advisors, LLC | 18,970 | $5.16M | 1.35% | +394+2.1% | Added |
| Wisconsin Capital Management LLC | 19,255 | $5.23M | 2.75% | −1,000−4.9% | Reduced |
| Bailard, Inc. | 19,420 | $5.28M | 0.15% | −198−1.0% | Reduced |
| Captrust Financial Advisors | 19,518 | $5.30M | 0.02% | −4,094−17.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,550 | $5.31M | 0.08% | −213−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,615 | $5.33M | 0.07% | −20,871−51.6% | Reduced |
| British Columbia Investment Management Corp | 19,642 | $5.34M | 0.04% | +612+3.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,724 | $5.36M | 1.34% | +22+0.1% | Added |
| Blue Zone Wealth Advisors, LLC | 19,736 | $5.36M | 1.84% | +154+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 19,773 | $5.37M | 0.09% | +18,509+1,464.3% | Added |
| Nissay Asset Management Corp | 20,087 | $5.46M | 0.04% | +119+0.6% | Added |
| ProShare Advisors LLC | 20,176 | $5.48M | 0.01% | −595−2.9% | Reduced |
| Yousif Capital Management, LLC | 20,758 | $5.64M | 0.06% | −316−1.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 20,842 | $5.66M | 2.61% | −158−0.8% | Reduced |
| Trust Co of Vermont | 21,049 | $5.72M | 0.32% | −1,219−5.5% | Reduced |
| Addison Capital Co | 21,099 | $5.73M | 2.85% | +704+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,168 | $5.75M | 0.02% | +2,531+13.6% | Added |
| Kestra Advisory Services, LLC | 21,754 | $5.91M | 0.04% | +1,714+8.6% | Added |
| Chiron Investment Management, LLC | 21,899 | $5.95M | 2.58% | +9,711+79.7% | Added |
| Pathstone Holdings, LLC | 21,948 | $5.96M | 0.03% | −2,122−8.8% | Reduced |
| New York Life Investment Management LLC | 22,029 | $5.99M | 0.06% | −940−4.1% | Reduced |
| Pacer Advisors, Inc. | 22,048 | $5.99M | 0.01% | −797−3.5% | Reduced |
| Patton Albertson Miller Group, LLC | 22,117 | $6.01M | 0.90% | +2,230+11.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,167 | $6.02M | 0.02% | −426−1.9% | Reduced |
| Liberty Capital Management, Inc. | 22,173 | $6.03M | 1.49% | −415−1.8% | Reduced |
| Townsend Asset Management Corp | 22,261 | $6.05M | 2.40% | +499+2.3% | Added |
| HGK Asset Management Inc | 22,356 | $6.08M | 1.19% | −1,800−7.5% | Reduced |
| Gibraltar Capital Management, Inc. | 22,396 | $6.09M | 2.83% | −1,044−4.5% | Reduced |
| Legacy Private Trust Co. | 22,513 | $6.12M | 0.45% | −916−3.9% | Reduced |