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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 6,758 | $1.84M | 0.14% | −13−0.2% | Reduced |
| HM Payson & Co | 6,768 | $1.84M | 0.03% | −112−1.6% | Reduced |
| Cross Staff Investments Inc | 6,798 | $1.85M | 1.56% | +10.0% | Added |
| Zevenbergen Capital Investments LLC | 6,870 | $1.87M | 0.04% | −235−3.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,897 | $1.87M | 0.03% | +5,925+609.6% | Added |
| U S Global Investors Inc | 6,940 | $1.89M | 0.16% | −410−5.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,009 | $1.90M | 0.02% | +1,239+21.5% | Added |
| Allianz SE | 7,017 | $1.91M | 0.06% | +7,017 | New |
| DoubleLine ETF Adviser LP | 7,052 | $1.92M | 0.49% | +7,052 | New |
| TriaGen Wealth Management LLC | 7,074 | $1.92M | 0.80% | +7,074 | New |
| Coastline Trust Co | 7,095 | $1.93M | 0.23% | −2,548−26.4% | Reduced |
| Webster Bank, N. A. | 7,108 | $1.93M | 0.22% | −202−2.8% | Reduced |
| Marco Investment Management LLC | 7,151 | $1.94M | 0.18% | −50−0.7% | Reduced |
| West Oak Capital, LLC | 7,175 | $1.95M | 0.83% | +95+1.3% | Added |
| Oppenheimer Asset Management Inc. | 7,208 | $1.96M | 0.03% | −340−4.5% | Reduced |
| Pinnacle Financial Partners Inc | 7,208 | $1.96M | 0.04% | −96−1.3% | Reduced |
| Xcel Wealth Management, LLC | 7,242 | $1.97M | 0.62% | −425−5.5% | Reduced |
| Belpointe Asset Management LLC | 7,268 | $1.98M | 0.15% | +2,057+39.5% | Added |
| Silvercrest Asset Management Group LLC | 7,347 | $2.00M | 0.01% | −4−0.1% | Reduced |
| Citizens National Bank Trust Department | 7,477 | $2.03M | 0.47% | +37+0.5% | Added |
| Gs Investments, Inc. | 7,485 | $2.03M | 0.98% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,517 | $2.04M | 0.00% | −37,337−83.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $2.05M | 0.05% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 7,574 | $2.06M | 2.22% | −165−2.1% | Reduced |
| Condor Capital Management | 7,721 | $2.10M | 0.21% | −229−2.9% | Reduced |
| Nordea Investment Management AB | 7,801 | $2.11M | 0.00% | −239−3.0% | Reduced |
| Triangle Securities Wealth Management | 7,774 | $2.11M | 0.60% | −19−0.2% | Reduced |
| Northstar Asset Management LLC | 7,818 | $2.12M | 0.52% | −50−0.6% | Reduced |
| Archon Partners LLC | 7,825 | $2.13M | 0.26% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,903 | $2.15M | 0.23% | −14,341−64.5% | Reduced |
| Soros Capital Management LLC | 7,916 | $2.15M | 0.59% | −1,533−16.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,048 | $2.19M | 1.56% | −40−0.5% | Reduced |
| IFP Advisors, Inc | 8,056 | $2.19M | 0.10% | +69+0.9% | Added |
| First National Advisers, LLC | 8,655 | $2.19M | 0.49% | +125+1.5% | Added |
| Atria Wealth Solutions, Inc. | 8,094 | $2.20M | 0.02% | +572+7.6% | Added |
| New Mexico Educational Retirement Board | 8,121 | $2.21M | 0.08% | −300−3.6% | Reduced |
| HBK Sorce Advisory LLC | 8,130 | $2.21M | 0.08% | +344+4.4% | Added |
| GWM Advisors LLC | 8,162 | $2.22M | 0.02% | +366+4.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,213 | $2.23M | 0.01% | +26+0.3% | Added |
| Oppenheimer & Co Inc | 8,385 | $2.28M | 0.04% | −1,568−15.8% | Reduced |
| Verition Fund Management LLC | 8,420 | $2.29M | 0.02% | −9,050−51.8% | Reduced |
| National Asset Management, Inc. | 9,105 | $2.29M | 0.06% | +974+12.0% | Added |
| Carnegie Capital Asset Management, LLC | 8,436 | $2.29M | 0.07% | +259+3.2% | Added |
| Cobblestone Capital Advisors LLC | 8,453 | $2.30M | 0.14% | +20.0% | Added |
| Perigon Wealth Management, LLC | 8,480 | $2.30M | 0.07% | +2,468+41.1% | Added |
| Fernwood Investment Management, LLC | 8,580 | $2.33M | 0.68% | −110−1.3% | Reduced |
| Argent Trust Co | 8,591 | $2.33M | 0.11% | +385+4.7% | Added |
| HCR Wealth Advisors | 8,664 | $2.35M | 0.36% | −157−1.8% | Reduced |
| Wunderlich Capital Managemnt | 8,735 | $2.37M | 1.07% | −513−5.5% | Reduced |
| Banque Pictet & Cie SA | 8,750 | $2.38M | 0.02% | +350+4.2% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.38M | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 8,892 | $2.42M | 0.05% | +1,612+22.1% | Added |
| Dynamic Advisor Solutions LLC | 9,100 | $2.47M | 0.08% | +336+3.8% | Added |
| Bangor Savings Bank | 9,117 | $2.48M | 0.25% | −176−1.9% | Reduced |
| Panagora Asset Management Inc | 9,154 | $2.49M | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 9,216 | $2.50M | 0.30% | −265−2.8% | Reduced |
| MAI Capital Management | 9,224 | $2.51M | 0.03% | +389+4.4% | Added |
| Louisiana State Employees Retirement System | 9,400 | $2.55M | 0.05% | −400−4.1% | Reduced |
| Capital Analysts, LLC | 9,414 | $2.56M | 0.12% | +401+4.4% | Added |
| Ostrum Asset Management | 9,416 | $2.56M | 0.20% | +1,614+20.7% | Added |
| Securian Asset Management, Inc | 9,428 | $2.56M | 0.08% | −769−7.5% | Reduced |
| Candriam Luxembourg S.C.A. | 9,543 | $2.59M | 0.02% | +674+7.6% | Added |
| Round Rock Advisors, LLC | 9,711 | $2.64M | 0.63% | −2,466−20.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 9,758 | $2.65M | 0.01% | −1,484−13.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 9,823 | $2.67M | 1.70% | −422−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,840 | $2.67M | 0.04% | −429−4.2% | Reduced |
| Northcape Wealth Management, LLC | 9,858 | $2.68M | 0.98% | −98−1.0% | Reduced |
| Intech Investment Management LLC | 9,914 | $2.69M | 0.04% | −6,531−39.7% | Reduced |
| Credit Agricole S A | 10,483 | $2.71M | 0.05% | +5,354+104.4% | Added |
| Tredje AP-fonden | 10,106 | $2.75M | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 10,178 | $2.77M | 0.38% | +498+5.1% | Added |
| TownSquare Capital, LLC | 10,179 | $2.77M | 0.04% | −391−3.7% | Reduced |
| Tower Bridge Advisors | 10,216 | $2.78M | 0.28% | −2,622−20.4% | Reduced |
| WD Rutherford LLC | 10,231 | $2.78M | 1.44% | −122−1.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,265 | $2.79M | 1.55% | −50−0.5% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.80M | 0.72% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,314 | $2.80M | 0.07% | +433+4.4% | Added |
| Integrated Wealth Concepts LLC | 10,317 | $2.80M | 0.04% | −1,448−12.3% | Reduced |
| Privium Fund Management (UK) Ltd | 10,490 | $2.81M | 1.39% | +10,490 | New |
| Scotia Capital Inc. | 10,333 | $2.81M | 0.02% | +5,118+98.1% | Added |
| Koa Wealth Management, LLC | 10,348 | $2.81M | 2.53% | +148+1.5% | Added |
| Hartford Investment Management Co | 10,403 | $2.83M | 0.10% | −487−4.5% | Reduced |
| Level Four Advisory Services, LLC | 11,700 | $2.83M | 0.16% | +768+7.0% | Added |
| Executive Wealth Management, LLC | 10,679 | $2.84M | 0.25% | +651+6.5% | Added |
| TBH Global Asset Management, LLC | 10,458 | $2.84M | 0.57% | +411+4.1% | Added |
| Capital International Sarl | 10,462 | $2.84M | 0.09% | +2,764+35.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 10,600 | $2.88M | 0.04% | −4,900−31.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,786 | $2.93M | 0.07% | +1,006+10.3% | Added |
| Ar Asset Management Inc | 11,000 | $2.99M | 0.73% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 11,046 | $3.00M | 0.01% | −7,579−40.7% | Reduced |
| Vista Investment Management | 11,103 | $3.02M | 1.23% | −32−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,154 | $3.03M | 0.24% | +75+0.7% | Added |
| Private Trust Co NA | 11,236 | $3.05M | 0.33% | +67+0.6% | Added |
| Occidental Asset Management, LLC | 11,242 | $3.06M | 0.57% | +801+7.7% | Added |
| Shorepoint Capital Partners LLC | 11,249 | $3.06M | 0.75% | +393+3.6% | Added |
| Keybank National Association | 11,394 | $3.10M | 0.01% | +951+9.1% | Added |
| Morton Community Bank | 11,452 | $3.11M | 0.90% | +870+8.2% | Added |
| Davenport & Co LLC | 11,471 | $3.12M | 0.02% | −960−7.7% | Reduced |
| Advisory Services Network, LLC | 11,514 | $3.13M | 0.07% | +1,055+10.1% | Added |
| Linscomb & Williams, Inc. | 11,869 | $3.23M | 0.17% | −12−0.1% | Reduced |