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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 4,455 | $1.21M | 0.08% | −349−7.3% | Reduced |
| Stablepoint Partners, LLC | 4,460 | $1.21M | 0.25% | +1,304+41.3% | Added |
| Steel Peak Wealth Management LLC | 4,501 | $1.22M | 0.06% | +61+1.4% | Added |
| NorthRock Partners, LLC | 4,525 | $1.23M | 0.05% | +677+17.6% | Added |
| Mirador Capital Partners LP | 4,532 | $1.23M | 0.24% | +685+17.8% | Added |
| FIL Ltd | 4,540 | $1.23M | 0.00% | +313+7.4% | Added |
| Crescent Sterling, Ltd. | 4,542 | $1.23M | 1.12% | −36−0.8% | Reduced |
| Shelton Capital Management | 4,556 | $1.24M | 0.04% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,557 | $1.24M | 0.44% | −400−8.1% | Reduced |
| Hunter Associates Investment Management LLC | 4,574 | $1.24M | 0.21% | +653+16.7% | Added |
| 17 Capital Partners, LLC | 4,593 | $1.25M | 0.93% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,605 | $1.25M | 0.07% | −44−0.9% | Reduced |
| Alaethes Wealth LLC | 4,654 | $1.26M | 0.55% | −60−1.3% | Reduced |
| Byrne Asset Management LLC | 4,669 | $1.27M | 0.88% | +123+2.7% | Added |
| Evergreen Wealth Solutions, LLC | 4,679 | $1.27M | 0.94% | −527−10.1% | Reduced |
| American National Bank | 4,680 | $1.27M | 0.17% | +4,200+875.0% | Added |
| Secure Asset Management, LLC | 4,685 | $1.27M | 0.30% | +3,633+345.3% | Added |
| Ancora Advisors, LLC | 4,751 | $1.29M | 0.03% | −38−0.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,756 | $1.29M | 0.23% | −20,604−81.2% | Reduced |
| Delta Financial Advisors LLC | 4,756 | $1.29M | 0.51% | +570+13.6% | Added |
| Shapiro Capital Management LLC | 4,780 | $1.30M | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,782 | $1.30M | 0.07% | −1,120−19.0% | Reduced |
| Waterfront Wealth Inc. | 4,974 | $1.30M | 0.36% | +221+4.6% | Added |
| Emerald Advisers, LLC | 4,823 | $1.31M | 0.05% | −280−5.5% | Reduced |
| Wealthfront Advisers LLC | 4,827 | $1.31M | 0.00% | +1,514+45.7% | Added |
| TD Private Client Wealth LLC | 4,874 | $1.32M | 0.04% | −392−7.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,876 | $1.33M | 0.05% | −19−0.4% | Reduced |
| Barden Capital Management, Inc. | 4,905 | $1.33M | 1.29% | −1,093−18.2% | Reduced |
| Audent Global Asset Management, LLC | 4,960 | $1.35M | 1.38% | −1,444−22.5% | Reduced |
| Choate Investment Advisors | 4,970 | $1.35M | 0.04% | −10−0.2% | Reduced |
| Garner Asset Management Corp | 4,987 | $1.36M | 0.69% | +462+10.2% | Added |
| Brown Advisory Inc | 5,002 | $1.36M | 0.00% | +140+2.9% | Added |
| Fairbanks Capital Management, Inc. | 5,048 | $1.37M | 0.95% | −74−1.4% | Reduced |
| CWM, LLC | 5,076 | $1.38M | 0.01% | −197−3.7% | Reduced |
| BNP Paribas | 5,092 | $1.38M | 0.06% | +5,092 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,104 | $1.39M | 0.04% | −12−0.2% | Reduced |
| Hudson Bay Capital Management LP | 5,116 | $1.39M | 0.01% | +5,116 | New |
| Marion Wealth Management | 5,121 | $1.39M | 0.42% | +55+1.1% | Added |
| Premier Path Wealth Partners, LLC | 5,135 | $1.39M | 0.26% | +1,192+30.2% | Added |
| Kingswood Wealth Advisors, LLC | 5,130 | $1.39M | 0.16% | −285−5.3% | Reduced |
| APG Asset Management N.V. | 5,553 | $1.40M | 0.00% | +100+1.8% | Added |
| Plimoth Trust Co LLC | 5,147 | $1.40M | 0.37% | +1,900+58.5% | Added |
| Swiss Life Asset Management Ltd | 5,150 | $1.40M | 0.02% | −339−6.2% | Reduced |
| Gilbert & Cook, Inc. | 5,154 | $1.40M | 0.19% | +80+1.6% | Added |
| Siemens Fonds Invest GmbH | 5,180 | $1.41M | 0.11% | −65−1.2% | Reduced |
| Coastal Investment Advisors, Inc. | 5,228 | $1.42M | 0.29% | −495−8.6% | Reduced |
| Kennedy Investment Group | 5,238 | $1.42M | 0.76% | −5−0.1% | Reduced |
| Fiduciary Trust Co | 5,238 | $1.42M | 0.02% | +69+1.3% | Added |
| Crossmark Global Holdings, Inc. | 5,259 | $1.43M | 0.03% | +3+0.1% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.44M | 1.97% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,309 | $1.44M | 0.10% | −449−7.8% | Reduced |
| Trust Investment Advisors | 5,322 | $1.45M | 1.04% | −166−3.0% | Reduced |
| Bahl & Gaynor Inc | 5,359 | $1.46M | 0.01% | +459+9.4% | Added |
| United Capital Financial Advisers, LLC | 5,383 | $1.46M | 0.01% | −111−2.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,406 | $1.47M | 0.58% | −43−0.8% | Reduced |
| Lipe & Dalton | 5,408 | $1.47M | 0.76% | −25−0.5% | Reduced |
| Ascent Wealth Partners, LLC | 5,599 | $1.47M | 0.22% | +1,621+40.7% | Added |
| McDonald Partners LLC | 5,466 | $1.49M | 0.41% | +16+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,545 | $1.51M | 0.37% | +5,350+2,743.6% | Added |
| Aberdeen Wealth Management LLC | 5,555 | $1.51M | 0.88% | −100−1.8% | Reduced |
| Norinchukin Bank, The | 5,560 | $1.51M | 0.05% | −81−1.4% | Reduced |
| Martingale Asset Management L P | 5,561 | $1.51M | 0.03% | +5,561 | New |
| Wolverine Trading, LLC | 5,562 | $1.51M | 0.02% | −5,468−49.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,621 | $1.53M | 0.72% | +5,621 | New |
| Axxcess Wealth Management, LLC | 5,629 | $1.53M | 0.04% | +1,200+27.1% | Added |
| Bryn Mawr Trust Co | 5,682 | $1.54M | 0.06% | +5,682 | New |
| UniSuper Management Pty Ltd | 5,722 | $1.56M | 0.01% | +4,239+285.8% | Added |
| Jacobi Capital Management LLC | 5,765 | $1.57M | 0.14% | −38−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 5,872 | $1.57M | 0.06% | −176−2.9% | Reduced |
| Inceptionr LLC | 5,800 | $1.58M | 0.41% | +5,800 | New |
| Teamwork Financial Advisors, LLC | 5,816 | $1.58M | 0.24% | +4,527+351.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,829 | $1.58M | 0.68% | +248+4.4% | Added |
| Highview Capital Management LLC | 5,896 | $1.60M | 0.72% | +5,896 | New |
| Benedict Financial Advisors Inc | 5,954 | $1.62M | 0.41% | +33+0.6% | Added |
| Miller Investment Management, LP | 6,000 | $1.63M | 0.21% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 6,022 | $1.64M | 0.49% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 6,045 | $1.64M | 0.04% | +20+0.3% | Added |
| Palisade Capital Management LLC | 6,100 | $1.66M | 0.04% | −5,350−46.7% | Reduced |
| Synovus Financial Corp | 6,162 | $1.68M | 0.02% | −47−0.8% | Reduced |
| Vinva Investment Management Ltd | 6,191 | $1.68M | 0.10% | +457+8.0% | Added |
| Bellwether Advisors, LLC | 6,249 | $1.70M | 0.37% | +6,249 | New |
| Clearstead Advisors, LLC | 6,584 | $1.70M | 0.08% | +172+2.7% | Added |
| Kingsview Wealth Management, LLC | 6,298 | $1.71M | 0.04% | −99−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,303 | $1.71M | 0.02% | −215−3.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,356 | $1.73M | 0.02% | +121+1.9% | Added |
| Sigma Planning Corp | 6,378 | $1.73M | 0.05% | +3,652+134.0% | Added |
| Linden Thomas Advisory Services, LLC | 6,392 | $1.74M | 0.28% | +41+0.6% | Added |
| Stableford Capital II LLC | 6,447 | $1.75M | 0.70% | +16+0.2% | Added |
| Metropolitan Life Insurance Co | 6,487 | $1.76M | 0.08% | −92−1.4% | Reduced |
| Redwood Investments, LLC | 7,222 | $1.77M | 0.52% | −675−8.5% | Reduced |
| MidWestOne Financial Group, Inc. | 6,536 | $1.78M | 0.32% | +401+6.5% | Added |
| Radnor Capital Management, LLC | 6,579 | $1.79M | 0.30% | +529+8.7% | Added |
| Colony Group, LLC | 6,599 | $1.79M | 0.01% | +3,967+150.7% | Added |
| Cornerstone Advisors, LLC | 6,600 | $1.79M | 0.07% | −700−9.6% | Reduced |
| Avantax Planning Partners, Inc. | 6,645 | $1.81M | 0.06% | −192−2.8% | Reduced |
| Metis Global Partners, LLC | 6,692 | $1.82M | 0.07% | +1,046+18.5% | Added |
| Pflug Koory, LLC | 6,728 | $1.83M | 0.90% | −178−2.6% | Reduced |
| Umb Bank N A | 6,742 | $1.83M | 0.03% | −53−0.8% | Reduced |
| Plato Investment Management Ltd | 6,742 | $1.83M | 0.19% | +6,712+22,373.3% | Added |
| Dohj, LLC | 6,747 | $1.83M | 0.49% | +4,667+224.4% | Added |