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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 1,954 | $531.0K | 0.04% | +684+53.9% | Added |
| Man Group plc | 1,959 | $532.4K | 0.00% | −42,616−95.6% | Reduced |
| Syon Capital LLC | 1,960 | $532.7K | 0.05% | +35+1.8% | Added |
| Checchi Capital Advisers, LLC | 1,967 | $534.6K | 0.04% | −14−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,970 | $535.4K | 0.04% | −2,130−52.0% | Reduced |
| Independent Financial Group, LLC | 1,980 | $538.1K | 0.02% | +45+2.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,983 | $538.9K | 0.08% | +296+17.5% | Added |
| Community Bank, N.A. | 2,000 | $543.5K | 0.07% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,002 | $544.1K | 0.06% | −3,016−60.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,028 | $551.0K | 0.05% | −1,405−40.9% | Reduced |
| Wetherby Asset Management Inc | 2,029 | $551.4K | 0.03% | −31−1.5% | Reduced |
| Charter Research & Investment Group, Inc. | 2,031 | $551.9K | 0.44% | +210+11.5% | Added |
| Newman Dignan & Sheerar, Inc. | 2,033 | $552.5K | 0.15% | −280−12.1% | Reduced |
| Wambolt & Associates, LLC | 2,085 | $554.7K | 0.17% | −2,590−55.4% | Reduced |
| Proequities, Inc. | 2,042 | $554.9K | 0.04% | +1,098+116.3% | Added |
| Spinnaker Investment Group, LLC | 2,053 | $557.9K | 0.16% | +30+1.5% | Added |
| Arcataur Capital Management LLC | 2,057 | $559.0K | 0.20% | 00.0% | Unchanged |
| Swedbank AB | 2,063 | $560.6K | 0.00% | +2,063 | New |
| Retirement Planning Co of New England, Inc. | 2,064 | $560.9K | 0.31% | −10−0.5% | Reduced |
| Navalign, LLC | 2,100 | $570.8K | 0.19% | +73+3.6% | Added |
| Cooper/Haims Advisors, LLC | 2,103 | $571.5K | 0.33% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,108 | $572.9K | 0.05% | −88−4.0% | Reduced |
| Cozad Asset Management Inc | 2,115 | $574.8K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,162 | $575.1K | 0.06% | −183−7.8% | Reduced |
| Global Retirement Partners, LLC | 2,139 | $581.2K | 0.02% | +120+5.9% | Added |
| Shelton Wealth Management, LLC | 2,138 | $581.2K | 0.37% | −95−4.3% | Reduced |
| Jupiter Wealth Management LLC | 2,250 | $581.3K | 0.31% | +2,250 | New |
| Strategic Blueprint, LLC | 2,140 | $581.6K | 0.04% | +476+28.6% | Added |
| Allred Capital Management, LLC | 2,143 | $582.5K | 0.23% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,144 | $582.7K | 0.03% | +142+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,145 | $582.9K | 0.20% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,147 | $583.5K | 0.25% | +2,147 | New |
| Knollwood Investment Advisory, LLC | 2,158 | $586.5K | 0.11% | 00.0% | Unchanged |
| Headinvest, LLC | 2,160 | $587.0K | 0.11% | +293+15.7% | Added |
| Harbor Capital Advisors, Inc. | 2,167 | $589.0K | 0.08% | −157−6.8% | Reduced |
| SpiderRock Advisors, LLC | 2,223 | $592.1K | 0.02% | +2,223 | New |
| Maven Securities LTD | 2,193 | $596.0K | 0.04% | +627+40.0% | Added |
| WealthTrust Axiom LLC | 2,200 | $597.9K | 0.19% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,209 | $600.3K | 0.03% | −61−2.7% | Reduced |
| Prudent Man Advisors, LLC | 2,210 | $600.6K | 0.23% | −46−2.0% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $601.7K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,218 | $602.8K | 0.02% | +2,218 | New |
| Procyon Private Wealth Partners, LLC | 2,228 | $605.5K | 0.05% | +12+0.5% | Added |
| Prospera Financial Services Inc | 2,236 | $608.1K | 0.02% | +6+0.3% | Added |
| Ritholtz Wealth Management | 2,238 | $608.2K | 0.02% | −176−7.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,242 | $609.3K | 0.03% | +550+32.5% | Added |
| Greenleaf Trust | 2,247 | $610.6K | 0.01% | +11+0.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $613.6K | 0.17% | +10+0.4% | Added |
| Atlas Capital Advisors LLC | 2,268 | $616.4K | 0.10% | +600+36.0% | Added |
| Sapient Capital LLC | 2,299 | $624.8K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 2,310 | $627.8K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,315 | $629.1K | 0.03% | −191−7.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,328 | $632.7K | 0.04% | +123+5.6% | Added |
| Equitable Holdings, Inc. | 2,336 | $634.8K | 0.01% | +51+2.2% | Added |
| Horizon Investments, LLC | 2,354 | $637.2K | 0.02% | +164+7.5% | Added |
| Altshuler Shaham Ltd | 2,349 | $638.4K | 0.03% | +97+4.3% | Added |
| Athena Investment Management | 2,362 | $641.9K | 0.39% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,363 | $642.2K | 0.66% | +11+0.5% | Added |
| Arnhold LLC | 2,400 | $652.2K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 2,424 | $658.8K | 0.00% | −124−4.9% | Reduced |
| Greystone Financial Group, LLC | 2,444 | $664.2K | 0.13% | +2,444 | New |
| Washington Capital Management Inc | 2,450 | $665.8K | 0.54% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,453 | $666.6K | 0.03% | −149−5.7% | Reduced |
| Grove Bank & Trust | 2,456 | $667.4K | 0.11% | +2,145+689.7% | Added |
| Tufton Capital Management | 2,458 | $668.0K | 0.13% | +675+37.9% | Added |
| Anchor Investment Management, LLC | 2,472 | $671.8K | 0.07% | +150+6.5% | Added |
| Cornerstone Advisory, LLC | 2,486 | $675.6K | 0.10% | +21+0.9% | Added |
| Intact Investment Management Inc. | 2,500 | $679.4K | 0.03% | −100−3.8% | Reduced |
| Wedbush Securities Inc | 2,530 | $687.0K | 0.03% | +234+10.2% | Added |
| RSM US Wealth Management LLC | 2,539 | $690.1K | 0.02% | +128+5.3% | Added |
| Principal Securities, Inc. | 2,546 | $691.9K | 0.02% | +835+48.8% | Added |
| Sterling Investment Counsel, LLC | 2,564 | $696.8K | 0.32% | +120+4.9% | Added |
| Gateway Investment Advisers LLC | 2,572 | $699.0K | 0.01% | +27+1.1% | Added |
| Ballentine Partners, LLC | 2,588 | $703.3K | 0.01% | +146+6.0% | Added |
| Personal Cfo Solutions, LLC | 2,597 | $705.8K | 0.11% | +170+7.0% | Added |
| Transcend Wealth Collective, LLC | 2,600 | $706.6K | 0.06% | −351−11.9% | Reduced |
| Empirical Finance, LLC | 2,612 | $709.8K | 0.04% | −9−0.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 2,626 | $713.6K | 0.19% | −600−18.6% | Reduced |
| Morningstar Investment Management LLC | 2,639 | $717.0K | 0.08% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,649 | $719.9K | 0.12% | −28−1.0% | Reduced |
| Roanoke Asset Management Corp | 2,650 | $720.0K | 0.24% | +100+3.9% | Added |
| Investment Management Corp of Ontario | 2,655 | $721.5K | 0.02% | −1,200−31.1% | Reduced |
| Patten Group, Inc. | 2,664 | $724.0K | 0.18% | +240+9.9% | Added |
| Banque Cantonale Vaudoise | 2,699 | $734.0K | 0.03% | +2,699 | New |
| Douglass Winthrop Advisors, LLC | 2,707 | $735.7K | 0.02% | +155+6.1% | Added |
| Glenmede Trust Co NA | 2,720 | $739.2K | 0.00% | +622+29.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,733 | $743.0K | 0.01% | −155−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,862 | $743.4K | 0.01% | +7+0.2% | Added |
| Schear Investment Advisers, LLC | 2,737 | $743.8K | 0.60% | +215+8.5% | Added |
| Apollon Wealth Management, LLC | 2,740 | $744.6K | 0.02% | −410−13.0% | Reduced |
| Exchange Capital Management, Inc. | 2,747 | $746.5K | 0.12% | −10−0.4% | Reduced |
| HBW Advisory Services LLC | 3,100 | $750.0K | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,775 | $754.0K | 0.00% | +361+15.0% | Added |
| Savant Capital, LLC | 2,778 | $755.1K | 0.01% | +109+4.1% | Added |
| Copperwynd Financial, LLC | 2,779 | $755.3K | 0.27% | 00.0% | Unchanged |
| Old Port Advisors | 2,791 | $758.6K | 0.23% | −10−0.4% | Reduced |
| Aries Wealth Management | 2,796 | $759.8K | 0.24% | −35−1.2% | Reduced |
| Lincoln National Corp | 2,802 | $761.4K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,802 | $761.5K | 0.01% | +2,802 | New |
| Raymond James Trust N.A. | 2,803 | $761.7K | 0.02% | −562−16.7% | Reduced |