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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 1,275 | $346.5K | 0.03% | −99−7.2% | Reduced |
| North Star Investment Management Corp. | 1,276 | $346.7K | 0.02% | +1+0.1% | Added |
| Arkadios Wealth Advisors | 1,279 | $347.5K | 0.03% | +14+1.1% | Added |
| Nomura Holdings Inc | 1,285 | $349.2K | 0.00% | −20,772−94.2% | Reduced |
| Saiph Capital, LLC | 1,287 | $349.8K | 0.16% | +1,287 | New |
| RMB Capital Management, LLC | 1,289 | $350.4K | 0.01% | −254−16.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,292 | $351.1K | 0.01% | −340,200−99.6% | Reduced |
| Regions Financial Corp | 1,293 | $351.4K | 0.00% | −22−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,295 | $351.9K | 0.02% | +94+7.8% | Added |
| Signaturefd, LLC | 1,297 | $352.5K | 0.01% | +176+15.7% | Added |
| Wedmont Private Capital | 1,359 | $357.3K | 0.03% | +179+15.2% | Added |
| Farmers Trust Co | 1,319 | $358.5K | 0.07% | +114+9.5% | Added |
| Alps Advisors Inc | 1,330 | $361.4K | 0.00% | +1,330 | New |
| Alhambra Investment Partners LLC | 1,336 | $363.1K | 0.20% | −1−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $367.7K | 0.17% | −3−0.2% | Reduced |
| Chicago Trust Co NA | 1,367 | $371.5K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,374 | $373.5K | 0.04% | −23−1.6% | Reduced |
| AE Wealth Management LLC | 1,388 | $377.3K | 0.00% | −8,169−85.5% | Reduced |
| BSW Wealth Partners | 1,389 | $377.6K | 0.06% | −178−11.4% | Reduced |
| AXA S.A. | 1,392 | $378.3K | 0.00% | +418+42.9% | Added |
| Two Sigma Securities, LLC | 1,395 | $379.1K | 0.02% | +1,395 | New |
| Pitcairn Co | 1,398 | $379.9K | 0.02% | −2,051−59.5% | Reduced |
| Spirit of America Management Corp | 1,400 | $380.5K | 0.08% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,405 | $381.8K | 0.02% | −900−39.0% | Reduced |
| Spinnaker Trust | 1,417 | $385.1K | 0.02% | −124−8.0% | Reduced |
| Oxford Financial Group Ltd | 1,426 | $387.5K | 0.03% | +45+3.3% | Added |
| Delta Financial Group, Inc. | 1,430 | $389.0K | 0.11% | −95−6.2% | Reduced |
| Aviso Wealth Management | 1,437 | $390.6K | 0.25% | +271+23.2% | Added |
| RiverGlades Family Offices LLC | 1,500 | $391.1K | 0.31% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,452 | $394.6K | 0.22% | −589−28.9% | Reduced |
| Tributary Capital Management, LLC | 1,456 | $395.7K | 0.03% | −569−28.1% | Reduced |
| Keynote Financial Services LLC | 1,457 | $396.0K | 0.33% | +1,457 | New |
| Lake Street Financial LLC | 1,474 | $400.6K | 0.06% | −280−16.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,476 | $401.3K | 0.02% | +121+8.9% | Added |
| Arrow Financial Corp | 1,496 | $406.6K | 0.04% | −229−13.3% | Reduced |
| Nikulski Financial, Inc. | 1,500 | $407.6K | 0.14% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,500 | $407.6K | 0.00% | +300+25.0% | Added |
| Johnson Investment Counsel Inc | 1,501 | $407.9K | 0.00% | −663−30.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,506 | $409.3K | 0.03% | −39−2.5% | Reduced |
| Visionary Wealth Advisors | 1,508 | $409.8K | 0.03% | +39+2.7% | Added |
| Cladis Investment Advisory, LLC | 1,525 | $414.5K | 0.30% | +10+0.7% | Added |
| Sandy Cove Advisors, LLC | 1,531 | $416.1K | 0.19% | +20+1.3% | Added |
| Mayflower Financial Advisors, LLC | 1,537 | $417.7K | 0.07% | −42−2.7% | Reduced |
| XML Financial, LLC | 1,544 | $419.6K | 0.04% | +5+0.3% | Added |
| Nova R Wealth, Inc. | 1,560 | $423.9K | 0.22% | +600+62.5% | Added |
| Kovack Advisors, Inc. | 1,566 | $425.5K | 0.05% | −71−4.3% | Reduced |
| Armistice Capital, LLC | 1,566 | $425.6K | 0.01% | −126,302−98.8% | Reduced |
| Logan Capital Management Inc | 1,568 | $426.1K | 0.02% | 00.0% | Unchanged |
| Planning Directions Inc | 1,572 | $427.1K | 0.30% | −307−16.3% | Reduced |
| Riverview Trust Co | 1,577 | $428.6K | 0.33% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,616 | $429.9K | 0.18% | −54−3.2% | Reduced |
| Financial Advocates Investment Management | 1,593 | $432.9K | 0.03% | −168−9.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,595 | $433.5K | 0.09% | +30+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,597 | $434.1K | 0.07% | −180−10.1% | Reduced |
| Lee Financial Co | 1,606 | $436.4K | 0.07% | +6+0.4% | Added |
| Alesco Advisors LLC | 1,611 | $437.7K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,613 | $438.3K | 0.02% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,618 | $439.7K | 0.04% | −136−7.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,620 | $440.3K | 0.20% | +35+2.2% | Added |
| BBR Partners, LLC | 1,625 | $441.6K | 0.04% | +1,625 | New |
| Jaffetilchin Investment Partners, LLC | 1,629 | $442.7K | 0.04% | −59−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,750 | $443.4K | 0.03% | +96+5.8% | Added |
| Mutual Advisors, LLC | 1,651 | $448.5K | 0.01% | +27+1.7% | Added |
| AlphaCore Capital LLC | 1,653 | $449.2K | 0.12% | −36−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,657 | $450.3K | 0.00% | +1,650+23,571.4% | Added |
| Tempus Wealth Planning, LLC | 1,666 | $452.7K | 0.20% | −6−0.4% | Reduced |
| Ellevest, Inc. | 1,686 | $458.2K | 0.03% | +31+1.9% | Added |
| Caldwell Trust Co | 1,690 | $459.3K | 0.05% | −2,980−63.8% | Reduced |
| Bluesphere Advisors, LLC | 1,700 | $462.0K | 0.26% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,712 | $465.3K | 0.35% | +1,712 | New |
| Ironwood Investment Counsel, LLC | 1,713 | $465.5K | 0.08% | −238−12.2% | Reduced |
| Davis Investment Partners, LLC | 1,758 | $465.7K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,724 | $468.0K | 0.09% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,771 | $471.1K | 0.03% | +1,771 | New |
| Ameritas Investment Partners, Inc. | 1,740 | $472.9K | 0.02% | −56−3.1% | Reduced |
| Harbour Investments, Inc. | 1,741 | $473.1K | 0.02% | +59+3.5% | Added |
| Scholtz & Company, LLC | 1,743 | $473.7K | 0.21% | +1,743 | New |
| HB Wealth Management, LLC | 1,747 | $474.9K | 0.01% | +166+10.5% | Added |
| J.W. Cole Advisors, Inc. | 1,751 | $475.9K | 0.02% | +65+3.9% | Added |
| D.B. Root & Company, LLC | 1,756 | $477.2K | 0.16% | +1,756 | New |
| XTX Topco Ltd | 1,775 | $482.4K | 0.07% | −1,329−42.8% | Reduced |
| Morningstar Investment Services LLC | 1,814 | $494.0K | 0.01% | −1,601−46.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,823 | $495.4K | 0.02% | +364+24.9% | Added |
| Inscription Capital, LLC | 1,825 | $496.0K | 0.08% | +765+72.2% | Added |
| Keebeck Wealth Management, LLC | 1,843 | $500.9K | 0.07% | −57−3.0% | Reduced |
| Curbstone Financial Management Corp | 1,864 | $506.6K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,866 | $507.1K | 0.30% | −100−5.1% | Reduced |
| Profund Advisors LLC | 1,873 | $509.0K | 0.02% | −347−15.6% | Reduced |
| Armbruster Capital Management, Inc. | 1,874 | $509.3K | 0.11% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,874 | $509.3K | 0.03% | +62+3.4% | Added |
| Nvest Financial, LLC | 1,874 | $509.4K | 0.34% | −213−10.2% | Reduced |
| WBH Advisory Inc | 1,876 | $509.8K | 0.05% | −11−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,877 | $510.1K | 0.16% | +24+1.3% | Added |
| Vident Advisory, LLC | 1,918 | $521.3K | 0.01% | +145+8.2% | Added |
| Beaumont Financial Advisors, LLC | 1,921 | $522.1K | 0.04% | +6+0.3% | Added |
| Brown Brothers Harriman & Co | 1,923 | $522.6K | 0.00% | −835−30.3% | Reduced |
| RDA Financial Network | 1,923 | $522.6K | 0.18% | +44+2.3% | Added |
| Independence Bank of Kentucky | 1,934 | $525.6K | 0.16% | +468+31.9% | Added |
| Wealth Alliance | 1,937 | $526.3K | 0.07% | −69−3.4% | Reduced |
| Intellectus Partners, LLC | 1,953 | $530.9K | 0.14% | −1,559−44.4% | Reduced |