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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 917 | $249.3K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 918 | $249.5K | 0.09% | −106−10.4% | Reduced |
| Vantage Consulting Group Inc | 920 | $250.0K | 0.16% | −76−7.6% | Reduced |
| Guidance Capital, Inc | 971 | $250.9K | 0.09% | +971 | New |
| Baxter Bros Inc | 925 | $251.4K | 0.03% | −6−0.6% | Reduced |
| Monetary Management Group Inc | 925 | $251.4K | 0.07% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 936 | $254.4K | 0.16% | −1−0.1% | Reduced |
| First Foundation Advisors | 943 | $256.3K | 0.01% | +322+51.9% | Added |
| Seneca Financial Advisors LLC | 943 | $256.4K | 0.14% | +3+0.3% | Added |
| Wealth Effects LLC | 946 | $257.0K | 0.09% | +30+3.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 947 | $257.4K | 0.13% | −30−3.1% | Reduced |
| McLean Asset Management Corp | 981 | $257.8K | 0.09% | −93−8.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 963 | $261.0K | 0.16% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,426 | $261.7K | 0.02% | −16,949−92.2% | Reduced |
| Intrua Financial, LLC | 966 | $262.6K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 972 | $264.2K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 976 | $265.2K | 0.06% | −11−1.1% | Reduced |
| Barry Investment Advisors, LLC | 981 | $266.7K | 0.09% | −60−5.8% | Reduced |
| Regatta Capital Group, LLC | 982 | $266.9K | 0.06% | +25+2.6% | Added |
| Buckley Wealth Management, LLC | 1,000 | $271.8K | 0.09% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $271.8K | 0.07% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $272.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $272.0K | 0.11% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,002 | $272.3K | 0.01% | +2+0.2% | Added |
| Tompkins Financial Corp | 1,007 | $273.7K | 0.03% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,009 | $274.2K | 0.03% | +9+0.9% | Added |
| Aspiriant, LLC | 1,016 | $276.1K | 0.01% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,017 | $276.4K | 0.19% | +1,017 | New |
| Dorsey & Whitney Trust CO LLC | 1,018 | $276.7K | 0.02% | −220−17.8% | Reduced |
| Clare Market Investments LLC | 1,019 | $276.8K | 0.09% | +4+0.4% | Added |
| Washington Trust Co | 1,025 | $278.6K | 0.01% | −25−2.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $279.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 1,038 | $282.0K | 0.05% | +1,038 | New |
| Nations Financial Group Inc, | 1,043 | $283.6K | 0.02% | −84−7.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,045 | $284.0K | 0.01% | +428+69.4% | Added |
| Qtron Investments LLC | 1,049 | $285.1K | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 1,050 | $285.3K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,114 | $285.4K | 0.01% | +104+10.3% | Added |
| KRS Capital Management, LLC | 1,051 | $285.7K | 0.23% | −196−15.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,055 | $287.0K | 0.01% | +55+5.5% | Added |
| Geller Advisors LLC | 1,065 | $289.4K | 0.02% | +127+13.5% | Added |
| Purus Wealth Management, LLC | 1,073 | $291.5K | 0.14% | +1+0.1% | Added |
| Umpqua Bank | 1,075 | $292.1K | 0.12% | +1,075 | New |
| Integrated Advisors Network LLC | 1,076 | $292.4K | 0.01% | −118−9.9% | Reduced |
| NBT Bank N A | 1,081 | $293.8K | 0.02% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,081 | $293.9K | 0.30% | −74−6.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,082 | $294.0K | 0.10% | +23+2.2% | Added |
| Archford Capital Strategies, LLC | 1,088 | $295.7K | 0.05% | −387−26.2% | Reduced |
| Ignite Planners, LLC | 1,114 | $296.3K | 0.08% | +4+0.4% | Added |
| King Luther Capital Management Corp | 1,100 | $298.9K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,103 | $299.8K | 0.05% | +37+3.5% | Added |
| Rise Advisors, LLC | 1,106 | $300.5K | 0.16% | −6−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,109 | $301.4K | 0.03% | −165−13.0% | Reduced |
| Monarch Capital Management Inc | 1,111 | $301.9K | 0.09% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,115 | $303.0K | 0.01% | +1,115 | New |
| Meritas Wealth Management, LLC | 1,115 | $303.0K | 0.21% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,116 | $303.3K | 0.10% | −30−2.6% | Reduced |
| Baron Wealth Management LLC | 1,118 | $303.8K | 0.16% | −9−0.8% | Reduced |
| CX Institutional | 1,118 | $303.9K | 0.01% | +27+2.5% | Added |
| Wealth Advisors of Iowa, LLC | 1,121 | $304.6K | 0.19% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,125 | $305.7K | 0.13% | +4+0.4% | Added |
| Chicago Partners Investment Group LLC | 1,177 | $308.0K | 0.01% | −107−8.3% | Reduced |
| Studio Investment Management LLC | 1,138 | $309.3K | 0.07% | +69+6.5% | Added |
| Berger Financial Group, Inc | 1,138 | $309.3K | 0.03% | −359−24.0% | Reduced |
| GTS Securities LLC | 1,143 | $310.6K | 0.01% | −8,533−88.2% | Reduced |
| Western Wealth Management, LLC | 1,145 | $311.1K | 0.02% | −3,897−77.3% | Reduced |
| E&G Advisors, LP | 1,145 | $311.2K | 0.10% | −100−8.0% | Reduced |
| Phoenix Holdings Ltd. | 1,160 | $314.3K | 0.00% | +117+11.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,157 | $314.4K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,160 | $315.2K | 0.01% | −8,556−88.1% | Reduced |
| Centurion Wealth Management LLC | 1,160 | $315.2K | 0.12% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,161 | $315.5K | 0.02% | −77−6.2% | Reduced |
| Cypress Capital Group | 1,161 | $315.5K | 0.04% | +12+1.0% | Added |
| Strategic Financial Concepts, LLC | 1,166 | $316.9K | 0.08% | +126+12.1% | Added |
| NWF Advisory Services Inc. | 1,168 | $317.5K | 0.05% | +1,168 | New |
| Aptus Capital Advisors, LLC | 1,170 | $318.0K | 0.01% | +128+12.3% | Added |
| PFG Investments, LLC | 1,177 | $319.8K | 0.02% | +1,177 | New |
| Anchor Capital Advisors LLC | 1,178 | $320.1K | 0.01% | −2,441−67.4% | Reduced |
| Hillman Capital Management, Inc. | 1,178 | $320.1K | 0.10% | −15−1.3% | Reduced |
| Northern Oak Wealth Management Inc | 1,180 | $320.7K | 0.04% | +229+24.1% | Added |
| Accurate Wealth Management, LLC | 1,234 | $321.7K | 0.09% | −10−0.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,193 | $324.0K | 0.02% | −21−1.7% | Reduced |
| Fisher Asset Management, LLC | 1,208 | $328.4K | 0.00% | +1,208 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,210 | $328.8K | 0.04% | +16+1.3% | Added |
| PFG Advisors | 1,212 | $329.4K | 0.02% | +180+17.4% | Added |
| Barlow Wealth Partners, Inc. | 1,257 | $329.6K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,221 | $331.8K | 0.05% | −569−31.8% | Reduced |
| LifePlan Financial, LLC | 1,221 | $331.8K | 0.30% | +1,221 | New |
| Investors Asset Management of Georgia Inc | 1,221 | $331.9K | 0.16% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,223 | $332.4K | 0.00% | −102−7.7% | Reduced |
| Hills Bank & Trust Co | 1,228 | $333.7K | 0.03% | −1−0.1% | Reduced |
| Northwest Bancshares, Inc. | 1,238 | $336.4K | 0.05% | +1,238 | New |
| Almanack Investment Partners, LLC. | 1,243 | $337.7K | 0.06% | +27+2.2% | Added |
| Focus Financial Network, Inc. | 1,307 | $338.1K | 0.02% | +1,307 | New |
| Silverlake Wealth Management LLC | 1,249 | $339.3K | 0.17% | −3−0.2% | Reduced |
| Trust Point Inc. | 1,251 | $340.0K | 0.03% | −629−33.5% | Reduced |
| Central Bank & Trust Co | 1,264 | $343.5K | 0.05% | −658−34.2% | Reduced |
| Strategic Investment Advisors | 1,265 | $343.7K | 0.04% | −115−8.3% | Reduced |
| Capula Management Ltd | 1,274 | $346.2K | 0.01% | +1,274 | New |
| ICW Investment Advisors LLC | 1,275 | $346.4K | 0.15% | +1+0.1% | Added |