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 |
|---|---|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | 2,864 | $761.8K | 0.45% | +210+7.9% | Added |
| Veriti Management LLC | 2,804 | $762.0K | 0.06% | +574+25.7% | Added |
| HMS Capital Management, LLC | 2,827 | $768.2K | 0.43% | −155−5.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,840 | $771.8K | 0.22% | −70−2.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,843 | $772.6K | 0.14% | −96−3.3% | Reduced |
| IHT Wealth Management, LLC | 2,843 | $772.7K | 0.03% | +132+4.9% | Added |
| NBC Securities, Inc. | 2,858 | $776.0K | 0.07% | −699−19.7% | Reduced |
| Simplicity Wealth,LLC | 2,863 | $777.9K | 0.02% | +2,863 | New |
| Burns Matteson Capital Management, LLC | 2,866 | $778.9K | 0.50% | +367+14.7% | Added |
| Bleakley Financial Group, LLC | 2,869 | $779.5K | 0.02% | +154+5.7% | Added |
| Meeder Advisory Services, Inc. | 2,887 | $784.6K | 0.08% | +46+1.6% | Added |
| Arlington Trust Co LLC | 2,900 | $788.1K | 0.20% | −9−0.3% | Reduced |
| Blackhawk Capital Partners LLC. | 2,955 | $803.1K | 0.50% | +238+8.8% | Added |
| CNB Bank | 2,982 | $810.4K | 0.40% | +346+13.1% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $815.3K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,023 | $821.5K | 0.50% | −887−22.7% | Reduced |
| NEOS Investment Management LLC | 3,028 | $822.9K | 0.05% | +901+42.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,055 | $830.0K | 0.02% | −7,383−70.7% | Reduced |
| Meridian Investment Counsel Inc. | 3,060 | $831.6K | 0.28% | −100−3.2% | Reduced |
| Intrust Bank NA | 3,062 | $832.1K | 0.09% | −103−3.3% | Reduced |
| Forte Capital LLC | 3,074 | $835.4K | 0.10% | −15−0.5% | Reduced |
| Cooper Financial Group | 3,086 | $838.8K | 0.14% | +275+9.8% | Added |
| Haverford Trust Co | 3,097 | $841.6K | 0.01% | −33−1.1% | Reduced |
| Twin Tree Management, LP | 3,119 | $847.6K | 0.02% | −21,926−87.5% | Reduced |
| Summit Trail Advisors, LLC | 3,125 | $849.3K | 0.02% | +973+45.2% | Added |
| Tectonic Advisors LLC | 3,130 | $850.7K | 0.06% | +227+7.8% | Added |
| CAPROCK Group, Inc. | 3,153 | $857.0K | 0.05% | +336+11.9% | Added |
| Independent Advisor Alliance | 3,158 | $858.3K | 0.03% | +350+12.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $859.0K | 0.01% | +242+8.3% | Added |
| Montag A & Associates Inc | 3,169 | $861.2K | 0.04% | −3,577−53.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,179 | $863.9K | 0.01% | +218+7.4% | Added |
| TLWM | 3,191 | $867.2K | 0.19% | −85−2.6% | Reduced |
| Public Sector Pension Investment Board | 3,200 | $869.6K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,230 | $878.0K | 0.01% | +980+43.6% | Added |
| Laraway Financial Inc | 3,240 | $880.5K | 0.78% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,265 | $887.2K | 0.01% | +360+12.4% | Added |
| NewEdge Wealth, LLC | 3,502 | $889.8K | 0.02% | +1,264+56.5% | Added |
| Atlas Brown,Inc. | 3,307 | $898.7K | 0.33% | +10.0% | Added |
| BTG Pactual Global Asset Management Ltd | 3,309 | $899.3K | 0.29% | +3,309 | New |
| Empowered Funds, LLC | 3,316 | $901.2K | 0.02% | +1,377+71.0% | Added |
| KCM Investment Advisors LLC | 3,325 | $903.6K | 0.03% | +457+15.9% | Added |
| Parsons Capital Management Inc | 3,332 | $905.5K | 0.06% | −280−7.8% | Reduced |
| SFMG, LLC | 3,345 | $909.0K | 0.08% | −229−6.4% | Reduced |
| Forum Financial Management, LP | 3,366 | $914.7K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 3,410 | $926.7K | 0.56% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,422 | $929.9K | 0.09% | −62−1.8% | Reduced |
| Girard Partners Ltd. | 3,436 | $933.9K | 0.09% | −397−10.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $937.6K | 0.63% | 00.0% | Unchanged |
| Cipher Capital LP | 3,464 | $941.4K | 0.44% | +3,464 | New |
| Dover Advisors, LLC | 3,486 | $947.4K | 0.65% | +775+28.6% | Added |
| Penobscot Investment Management Company, Inc. | 3,491 | $948.7K | 0.10% | +452+14.9% | Added |
| Capital Management Associates | 3,500 | $951.2K | 1.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,513 | $954.7K | 0.02% | −1,925−35.4% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $962.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,551 | $965.0K | 0.00% | +194+5.8% | Added |
| Waterloo Capital, L.P. | 3,565 | $968.8K | 0.12% | +755+26.9% | Added |
| Essex Investment Management Co LLC | 3,582 | $973.4K | 0.19% | −2,422−40.3% | Reduced |
| Spire Wealth Management | 3,591 | $975.9K | 0.03% | −505−12.3% | Reduced |
| Prentice Wealth Management LLC | 3,600 | $978.3K | 0.34% | +139+4.0% | Added |
| Private Wealth Partners, LLC | 3,600 | $978.3K | 0.08% | +215+6.4% | Added |
| Hancock Whitney Corp | 3,613 | $981.9K | 0.03% | −175−4.6% | Reduced |
| HighPoint Advisor Group LLC | 3,811 | $986.0K | 0.07% | −28−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 3,631 | $986.7K | 0.10% | +1,678+85.9% | Added |
| Brinker Capital Investments, LLC | 3,676 | $998.9K | 0.01% | +39+1.1% | Added |
| Orion Portfolio Solutions, LLC | 3,676 | $998.9K | 0.01% | +39+1.1% | Added |
| Synergy Financial Management, LLC | 3,688 | $1.00M | 0.17% | −680−15.6% | Reduced |
| First Command Advisory Services, Inc. | 3,696 | $1.00M | 0.01% | −397−9.7% | Reduced |
| Piscataqua Savings Bank | 3,694 | $1.00M | 0.89% | −19−0.5% | Reduced |
| Diamant Asset Management, Inc. | 3,695 | $1.00M | 0.70% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,699 | $1.01M | 0.01% | −5,912−61.5% | Reduced |
| Wellington Shields Capital Management, LLC | 3,795 | $1.03M | 0.19% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,806 | $1.03M | 0.40% | +674+21.5% | Added |
| Wealthcare Advisory Partners LLC | 3,838 | $1.04M | 0.03% | +207+5.7% | Added |
| First Hawaiian Bank | 3,885 | $1.06M | 0.03% | −73−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,925 | $1.07M | 0.03% | −15,414−79.7% | Reduced |
| Credential Qtrade Securities Inc. | 3,935 | $1.07M | 0.06% | +464+13.4% | Added |
| Magnolia Capital Management Ltd | 3,945 | $1.07M | 0.91% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,950 | $1.07M | 0.05% | +241+6.5% | Added |
| Resources Investment Advisors, LLC. | 3,974 | $1.08M | 0.02% | −3,077−43.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,976 | $1.08M | 0.37% | +280+7.6% | Added |
| Boothbay Fund Management, LLC | 3,986 | $1.08M | 0.03% | −1,414−26.2% | Reduced |
| Quantinno Capital Management LP | 3,988 | $1.08M | 0.02% | +883+28.4% | Added |
| Hoertkorn Richard Charles | 4,000 | $1.09M | 0.47% | 00.0% | Unchanged |
| Ally Financial Inc. | 4,000 | $1.09M | 0.15% | +4,000 | New |
| Hantz Financial Services, Inc. | 4,005 | $1.09M | 0.02% | +181+4.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,037 | $1.10M | 0.05% | +480+13.5% | Added |
| Boston Private Wealth LLC | 4,079 | $1.11M | 0.02% | −85−2.0% | Reduced |
| First Horizon Advisors, Inc. | 4,091 | $1.11M | 0.03% | +333+8.9% | Added |
| GAMMA Investing LLC | 4,104 | $1.12M | 0.23% | +1,024+33.2% | Added |
| Eads & Heald Wealth Management | 4,126 | $1.12M | 0.52% | +268+6.9% | Added |
| Meiji Yasuda Life Insurance Co | 4,162 | $1.13M | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,163 | $1.13M | 0.02% | −599−12.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,187 | $1.14M | 0.27% | −20−0.5% | Reduced |
| Burns J W & Co Inc | 4,187 | $1.14M | 0.16% | +5+0.1% | Added |
| Venture Visionary Partners LLC | 4,317 | $1.17M | 0.06% | +47+1.1% | Added |
| Rakuten Investment Management, Inc. | 4,358 | $1.18M | 0.01% | +3,955+981.4% | Added |
| Squarepoint Ops LLC | 4,362 | $1.19M | 0.00% | −168,177−97.5% | Reduced |
| Pictet & Cie (Europe) SA | 4,363 | $1.19M | 0.03% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,400 | $1.20M | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 4,400 | $1.20M | 0.43% | +4,400 | New |