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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 78 | $21.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 78 | $21.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $21.7K | 0.00% | −26−24.5% | Reduced |
| Covestor Ltd | 84 | $23.0K | 0.01% | +1+1.2% | Added |
| Northwest Capital Management Inc | 90 | $24.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 92 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 95 | $25.8K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $27.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $27.2K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 100 | $27.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $27.2K | 0.01% | +100 | New |
| Continuum Advisory, LLC | 112 | $29.2K | 0.00% | +112 | New |
| Davis Capital Management | 116 | $30.9K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 118 | $32.0K | 0.00% | −21−15.1% | Reduced |
| Hanson & Doremus Investment Management | 119 | $32.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $32.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $33.7K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 130 | $35.3K | 0.02% | +130 | New |
| Private Ocean, LLC | 134 | $36.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 136 | $37.0K | 0.01% | −17−11.1% | Reduced |
| LRI Investments, LLC | 137 | $37.2K | 0.01% | +137 | New |
| Tacita Capital Inc | 145 | $39.4K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 145 | $39.4K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 147 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $40.8K | 0.00% | −50−25.0% | Reduced |
| Heritage Wealth Advisors | 150 | $40.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 151 | $41.1K | 0.01% | −137−47.6% | Reduced |
| Oakworth Capital, Inc. | 155 | $42.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 158 | $43.0K | 0.04% | −160−50.3% | Reduced |
| JFS Wealth Advisors, LLC | 161 | $43.8K | 0.00% | +74+85.1% | Added |
| DHJJ Financial Advisors, Ltd. | 166 | $45.1K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 167 | $45.3K | 0.02% | −24−12.6% | Reduced |
| Northwest Investment Counselors, LLC | 170 | $46.2K | 0.01% | +170 | New |
| Salomon & Ludwin, LLC | 174 | $47.3K | 0.00% | +76+77.6% | Added |
| Chilton Capital Management LLC | 180 | $48.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 180 | $49.0K | 0.00% | −89−33.1% | Reduced |
| Quent Capital, LLC | 182 | $49.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 183 | $49.7K | 0.01% | −8−4.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 185 | $50.3K | 0.02% | +3+1.6% | Added |
| Atlantic Trust, LLC | 185 | $50.3K | 0.01% | +166+873.7% | Added |
| Pinnacle Bancorp, Inc. | 191 | $51.9K | 0.02% | +191 | New |
| Clean Yield Group | 200 | $54.4K | 0.02% | −100−33.3% | Reduced |
| Concord Wealth Partners | 200 | $54.4K | 0.01% | −32−13.8% | Reduced |
| Blume Capital Management, Inc. | 200 | $54.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 201 | $54.6K | 0.01% | +3+1.5% | Added |
| Glen Eagle Advisors, LLC | 205 | $55.7K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 206 | $56.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 208 | $56.6K | 0.01% | +13+6.7% | Added |
| FRG Family Wealth Advisors LLC | 225 | $57.0K | 0.01% | +225 | New |
| Sachetta, LLC | 240 | $58.0K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $59.3K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 223 | $60.7K | 0.00% | +218+4,360.0% | Added |
| Caldwell Sutter Capital, Inc. | 227 | $61.7K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 231 | $62.7K | 0.03% | +1+0.4% | Added |
| SYSTM Wealth Solutions LLC | 237 | $64.4K | 0.01% | +74+45.4% | Added |
| Western Pacific Wealth Management, LP | 242 | $65.8K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 242 | $65.8K | 0.01% | −3−1.2% | Reduced |
| Albion Financial Group | 245 | $66.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 249 | $67.6K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $67.9K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $69.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 262 | $71.3K | 0.01% | +253+2,811.1% | Added |
| Johnson Financial Group, Inc. | 271 | $73.6K | 0.00% | +54+24.9% | Added |
| Planning Capital Management Corp | 278 | $75.5K | 0.06% | +192+223.3% | Added |
| Capital Advisors, Ltd. LLC | 290 | $79.0K | 0.01% | +41+16.5% | Added |
| M&R Capital Management Inc | 295 | $80.2K | 0.02% | −62−17.4% | Reduced |
| Geneos Wealth Management Inc. | 295 | $80.2K | 0.00% | +6+2.1% | Added |
| TSFG, LLC | 302 | $82.0K | 0.02% | −350−53.7% | Reduced |
| Hall Laurie J Trustee | 300 | $82.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 321 | $87.2K | 0.01% | +1+0.3% | Added |
| General Partner, Inc. | 332 | $90.2K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 343 | $93.2K | 0.00% | +90+35.6% | Added |
| Cutler Group LP | 354 | $96.0K | 0.05% | −4,148−92.1% | Reduced |
| JJJ Advisors Inc. | 355 | $96.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 372 | $101.1K | 0.01% | +62+20.0% | Added |
| Global Trust Asset Management, LLC | 380 | $103.3K | 0.04% | +100+35.7% | Added |
| Duncker Streett & Co Inc | 400 | $108.7K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $108.7K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $108.7K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 406 | $110.0K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 414 | $112.5K | 0.02% | −1−0.2% | Reduced |
| Goodman Advisory Group, LLC | 417 | $113.3K | 0.04% | +417 | New |
| Register Financial Advisors LLC | 423 | $114.9K | 0.06% | +423 | New |
| Key Financial Inc | 425 | $115.5K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 431 | $117.1K | 0.01% | +50+13.1% | Added |
| City State Bank | 439 | $119.0K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 439 | $119.3K | 0.08% | +2+0.5% | Added |
| Vestor Capital, LLC | 450 | $122.0K | 0.01% | −30−6.3% | Reduced |
| Cetera Trust Company, N.A | 450 | $122.3K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 475 | $129.1K | 0.03% | −9−1.9% | Reduced |
| J.Safra Asset Management Corp | 488 | $132.6K | 0.02% | +104+27.1% | Added |
| Alta Advisers Ltd | 500 | $135.9K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $135.9K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $135.9K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 507 | $137.8K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 525 | $142.7K | 0.08% | +525 | New |
| Park Place Capital Corp | 529 | $143.8K | 0.05% | −139−20.8% | Reduced |