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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; 1,038 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
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ1 2024: $39.6B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$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
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC553$147.1K0.01%+63+12.9%Added
Baldwin Brothers Inc545$148.1K0.01%00.0%Unchanged
AdvisorNet Financial, Inc572$155.4K0.01%+57+11.1%Added
Mather Group, LLC.654$158.1K0.00%+654New
United Community Bank588$159.8K0.06%+75+14.6%Added
Colonial Trust Co625$169.8K0.03%−12−1.9%Reduced
Acadian Asset Management LLC637$173.0K0.00%−4,844−88.4%Reduced
Gulf International Bank (UK) Ltd652$177.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust662$179.9K0.03%+54+8.9%Added
Manchester Capital Management LLC684$185.9K0.02%+4+0.6%Added
Emerald Mutual Fund Advisers Trust689$187.2K0.01%−26−3.6%Reduced
China Universal Asset Management Co., Ltd.713$193.8K0.02%00.0%Unchanged
Raffa Wealth Management, LLC719$195.4K0.06%+698+3,323.8%Added
Forza Wealth Management, LLC736$200.0K0.10%+736New
Nwam LLC750$200.5K0.02%+750New
IMS Capital Management738$200.6K0.09%+738New
Healthcare of Ontario Pension Plan Trust Fund741$201.4K0.00%+741New
Brendel Financial Advisors LLC745$202.0K0.23%+745New
Insight Advisors, LLC744$202.2K0.04%+744New
Creative Financial Designs Inc747$202.9K0.02%+19+2.6%Added
BEAM Asset Management, LLC750$203.8K0.12%−250−25.0%Reduced
Alpha Family Trust750$203.8K0.12%+750New
Naviter Wealth, LLC751$204.1K0.03%+751New
Warren Averett Asset Management, LLC757$205.8K0.00%+757New
Benin Management CORP758$206.0K0.07%+758New
Holistic Financial Partners758$206.0K0.10%+758New
Granite Harbor Advisors, Inc.760$206.5K0.14%+760New
Modera Wealth Management, LLC761$206.8K0.00%+761New
Gallagher Fiduciary Advisors, LLC762$207.1K0.01%+762New
Franklin Street Advisors Inc770$209.0K0.02%+770New
LBMC Investment Advisors, LLC775$210.6K0.02%+775New
GeoWealth Management, LLC776$211.0K0.01%+776New
Tobam778$211.0K0.02%−139−15.2%Reduced
Cambria Investment Management, L.P.777$211.2K0.01%−3,423−81.5%Reduced
Camden Capital, LLC781$212.2K0.02%−170−17.9%Reduced
Fox Hill Wealth Management782$212.5K0.14%+782New
Cascade Investment Group, Inc.789$214.4K0.16%+789New
Clarius Group, LLC792$215.2K0.01%−141−15.1%Reduced
Grant Street Asset Management, Inc.793$215.5K0.07%+793New
ProVise Management Group, LLC795$216.0K0.02%+795New
Patrick M Sweeney & Associates, Inc796$216.3K0.18%+796New
Roman Butler Fullerton & Co834$216.6K0.08%+1+0.1%Added
Greenfield Savings Bank798$216.9K0.11%−37−4.4%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management799$217.0K0.01%+799New
Tactive Advisors, LLC800$217.4K0.12%+800New
9258 Wealth Management, LLC802$217.9K0.03%+802New
Financial Council Asset Management Inc803$218.2K0.13%+803New
Quadrant Capital Group LLC804$218.5K0.02%−58−6.7%Reduced
First Affirmative Financial Network804$218.5K0.16%−25−3.0%Reduced
Probity Advisors, Inc.806$219.0K0.05%−69−7.9%Reduced
Bouchey Financial Group Ltd808$219.6K0.02%+808New
Sound View Wealth Advisors Group, LLC809$219.9K0.02%−138−14.6%Reduced
Marino, Stram & Associates LLC810$220.1K0.05%+810New
Chatham Capital Group, Inc.810$220.1K0.04%+810New
Fortis Group Advisors, LLC811$220.4K0.04%+811New
Redhawk Wealth Advisors, Inc.815$221.5K0.04%−377−31.6%Reduced
Aristotle Atlantic Partners, LLC816$221.8K0.01%−7,477−90.2%Reduced
Leonteq Securities AG816$221.8K0.03%−445−35.3%Reduced
Green Square Capital Advisors LLC818$222.4K0.03%+818New
Gilman Hill Asset Management, LLC820$222.8K0.04%−50−5.7%Reduced
V-Square Quantitative Management LLC820$222.8K0.04%00.0%Unchanged
Connecticut Wealth Management, LLC822$223.4K0.01%−63−7.1%Reduced
First National Bank & Trust Co of Newtown823$223.7K0.05%−40−4.6%Reduced
Rosenberg Matthew Hamilton842$224.0K0.06%+60+7.7%Added
Buckingham Strategic Wealth, LLC828$225.1K0.00%+828New
Ziegler Capital Management, LLC830$225.6K0.01%−4,358−84.0%Reduced
Fortis Advisors, LLC831$225.8K0.15%−150−15.3%Reduced
Trust Co of the South835$226.9K0.05%−17−2.0%Reduced
Courier Capital LLC835$226.9K0.02%+835New
Fragasso Group Inc.838$227.8K0.02%+838New
Boston Family Office LLC844$229.0K0.02%−33−3.8%Reduced
Pitti Group Wealth Management, LLC855$229.5K0.26%−10−1.2%Reduced
Sentry Investment Management LLC846$230.0K0.09%00.0%Unchanged
Buckingham Strategic Partners847$230.3K0.01%+847New
Ballast, Inc.850$231.0K0.07%−749−46.8%Reduced
Journey Advisory Group, LLC850$231.0K0.03%+850New
Smithfield Trust Co854$231.0K0.01%00.0%Unchanged
Sonata Capital Group Inc850$231.0K0.11%00.0%Unchanged
WNY Asset Management, LLC850$231.0K0.04%−199−19.0%Reduced
Los Angeles Capital Management LLC851$231.3K0.00%−3,125−78.6%Reduced
Jacobsen Capital Management852$231.5K0.11%00.0%Unchanged
SeaCrest Wealth Management, LLC853$231.7K0.03%+853New
Castle Rock Wealth Management, LLC913$231.8K0.06%−123−11.9%Reduced
Philip James Wealth Mangement, LLC855$232.3K0.16%+855New
Callahan Advisors, LLC856$232.6K0.02%−25−2.8%Reduced
InterOcean Capital Group, LLC858$233.2K0.01%+18+2.1%Added
Evoke Wealth, LLC862$234.4K0.01%+862New
Portside Wealth Group, LLC864$234.8K0.04%−46−5.1%Reduced
Stockman Wealth Management, Inc.865$235.1K0.04%+15+1.8%Added
Sage Mountain Advisors LLC870$236.4K0.02%+870New
Financial Advisory Service, Inc.877$238.3K0.02%−400−31.3%Reduced
Seed Wealth Management, Inc.900$239.4K0.23%00.0%Unchanged
Concurrent Investment Advisors, LLC886$240.6K0.01%−3,276−78.7%Reduced
RMR Wealth Builders888$241.4K0.03%+888New
Atomi Financial Group, Inc.889$241.7K0.02%+889New
First Citizens Financial Corp891$242.1K0.14%00.0%Unchanged
Kuhn & Co Investment Counsel904$245.7K0.23%+4+0.4%Added
Brighton Jones LLC907$246.5K0.01%−28−3.0%Reduced
Pinnacle Wealth Planning Services, Inc.911$247.6K0.04%00.0%Unchanged
FFT Wealth Management LLC916$248.9K0.02%+916New