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 |
|---|---|---|---|---|---|
| Pitcairn Co | 1,398 | $379.9K | 0.02% | −2,051−59.5% | Reduced |
| Two Sigma Securities, LLC | 1,395 | $379.1K | 0.02% | +1,395 | New |
| AXA S.A. | 1,392 | $378.3K | 0.00% | +418+42.9% | Added |
| BSW Wealth Partners | 1,389 | $377.6K | 0.06% | −178−11.4% | Reduced |
| AE Wealth Management LLC | 1,388 | $377.3K | 0.00% | −8,169−85.5% | Reduced |
| Ausdal Financial Partners, Inc. | 1,374 | $373.5K | 0.04% | −23−1.6% | Reduced |
| Chicago Trust Co NA | 1,367 | $371.5K | 0.08% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $367.7K | 0.17% | −3−0.2% | Reduced |
| Alhambra Investment Partners LLC | 1,336 | $363.1K | 0.20% | −1−0.1% | Reduced |
| Alps Advisors Inc | 1,330 | $361.4K | 0.00% | +1,330 | New |
| Farmers Trust Co | 1,319 | $358.5K | 0.07% | +114+9.5% | Added |
| Wedmont Private Capital | 1,359 | $357.3K | 0.03% | +179+15.2% | Added |
| Signaturefd, LLC | 1,297 | $352.5K | 0.01% | +176+15.7% | Added |
| Robertson Stephens Wealth Management, LLC | 1,295 | $351.9K | 0.02% | +94+7.8% | Added |
| Regions Financial Corp | 1,293 | $351.4K | 0.00% | −22−1.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,292 | $351.1K | 0.01% | −340,200−99.6% | Reduced |
| RMB Capital Management, LLC | 1,289 | $350.4K | 0.01% | −254−16.5% | Reduced |
| Saiph Capital, LLC | 1,287 | $349.8K | 0.16% | +1,287 | New |
| Nomura Holdings Inc | 1,285 | $349.2K | 0.00% | −20,772−94.2% | Reduced |
| Arkadios Wealth Advisors | 1,279 | $347.5K | 0.03% | +14+1.1% | Added |
| North Star Investment Management Corp. | 1,276 | $346.7K | 0.02% | +1+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,275 | $346.5K | 0.03% | −99−7.2% | Reduced |
| ICW Investment Advisors LLC | 1,275 | $346.4K | 0.15% | +1+0.1% | Added |
| Capula Management Ltd | 1,274 | $346.2K | 0.01% | +1,274 | New |
| Strategic Investment Advisors | 1,265 | $343.7K | 0.04% | −115−8.3% | Reduced |
| Central Bank & Trust Co | 1,264 | $343.5K | 0.05% | −658−34.2% | Reduced |
| Trust Point Inc. | 1,251 | $340.0K | 0.03% | −629−33.5% | Reduced |
| Silverlake Wealth Management LLC | 1,249 | $339.3K | 0.17% | −3−0.2% | Reduced |
| Focus Financial Network, Inc. | 1,307 | $338.1K | 0.02% | +1,307 | New |
| Almanack Investment Partners, LLC. | 1,243 | $337.7K | 0.06% | +27+2.2% | Added |
| Northwest Bancshares, Inc. | 1,238 | $336.4K | 0.05% | +1,238 | New |
| Hills Bank & Trust Co | 1,228 | $333.7K | 0.03% | −1−0.1% | Reduced |
| Empower Advisory Group, LLC | 1,223 | $332.4K | 0.00% | −102−7.7% | Reduced |
| Investors Asset Management of Georgia Inc | 1,221 | $331.9K | 0.16% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,221 | $331.8K | 0.30% | +1,221 | New |
| MONECO Advisors, LLC | 1,221 | $331.8K | 0.05% | −569−31.8% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $329.6K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 1,212 | $329.4K | 0.02% | +180+17.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,210 | $328.8K | 0.04% | +16+1.3% | Added |
| Fisher Asset Management, LLC | 1,208 | $328.4K | 0.00% | +1,208 | New |
| Reynders McVeigh Capital Management, LLC | 1,193 | $324.0K | 0.02% | −21−1.7% | Reduced |
| Accurate Wealth Management, LLC | 1,234 | $321.7K | 0.09% | −10−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 1,180 | $320.7K | 0.04% | +229+24.1% | Added |
| Anchor Capital Advisors LLC | 1,178 | $320.1K | 0.01% | −2,441−67.4% | Reduced |
| Hillman Capital Management, Inc. | 1,178 | $320.1K | 0.10% | −15−1.3% | Reduced |
| PFG Investments, LLC | 1,177 | $319.8K | 0.02% | +1,177 | New |
| Aptus Capital Advisors, LLC | 1,170 | $318.0K | 0.01% | +128+12.3% | Added |
| NWF Advisory Services Inc. | 1,168 | $317.5K | 0.05% | +1,168 | New |
| Strategic Financial Concepts, LLC | 1,166 | $316.9K | 0.08% | +126+12.1% | Added |
| Cypress Capital Group | 1,161 | $315.5K | 0.04% | +12+1.0% | Added |
| Edgestream Partners, L.P. | 1,161 | $315.5K | 0.02% | −77−6.2% | Reduced |
| Graham Capital Management, L.P. | 1,160 | $315.2K | 0.01% | −8,556−88.1% | Reduced |
| Centurion Wealth Management LLC | 1,160 | $315.2K | 0.12% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,157 | $314.4K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,160 | $314.3K | 0.00% | +117+11.2% | Added |
| E&G Advisors, LP | 1,145 | $311.2K | 0.10% | −100−8.0% | Reduced |
| Western Wealth Management, LLC | 1,145 | $311.1K | 0.02% | −3,897−77.3% | Reduced |
| GTS Securities LLC | 1,143 | $310.6K | 0.01% | −8,533−88.2% | Reduced |
| Berger Financial Group, Inc | 1,138 | $309.3K | 0.03% | −359−24.0% | Reduced |
| Studio Investment Management LLC | 1,138 | $309.3K | 0.07% | +69+6.5% | Added |
| Chicago Partners Investment Group LLC | 1,177 | $308.0K | 0.01% | −107−8.3% | Reduced |
| Socha Financial Group, LLC | 1,125 | $305.7K | 0.13% | +4+0.4% | Added |
| Wealth Advisors of Iowa, LLC | 1,121 | $304.6K | 0.19% | 00.0% | Unchanged |
| CX Institutional | 1,118 | $303.9K | 0.01% | +27+2.5% | Added |
| Baron Wealth Management LLC | 1,118 | $303.8K | 0.16% | −9−0.8% | Reduced |
| Knuff & Co LLC | 1,116 | $303.3K | 0.10% | −30−2.6% | Reduced |
| Meritas Wealth Management, LLC | 1,115 | $303.0K | 0.21% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,115 | $303.0K | 0.01% | +1,115 | New |
| Monarch Capital Management Inc | 1,111 | $301.9K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,109 | $301.4K | 0.03% | −165−13.0% | Reduced |
| Rise Advisors, LLC | 1,106 | $300.5K | 0.16% | −6−0.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,103 | $299.8K | 0.05% | +37+3.5% | Added |
| King Luther Capital Management Corp | 1,100 | $298.9K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,114 | $296.3K | 0.08% | +4+0.4% | Added |
| Archford Capital Strategies, LLC | 1,088 | $295.7K | 0.05% | −387−26.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,082 | $294.0K | 0.10% | +23+2.2% | Added |
| Kraematon Investment Advisors, Inc | 1,081 | $293.9K | 0.30% | −74−6.4% | Reduced |
| NBT Bank N A | 1,081 | $293.8K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,076 | $292.4K | 0.01% | −118−9.9% | Reduced |
| Umpqua Bank | 1,075 | $292.1K | 0.12% | +1,075 | New |
| Purus Wealth Management, LLC | 1,073 | $291.5K | 0.14% | +1+0.1% | Added |
| Geller Advisors LLC | 1,065 | $289.4K | 0.02% | +127+13.5% | Added |
| Waters Parkerson & Co., LLC | 1,055 | $287.0K | 0.01% | +55+5.5% | Added |
| KRS Capital Management, LLC | 1,051 | $285.7K | 0.23% | −196−15.7% | Reduced |
| Merit Financial Group, LLC | 1,114 | $285.4K | 0.01% | +104+10.3% | Added |
| Searle & Co. | 1,050 | $285.3K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,049 | $285.1K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,045 | $284.0K | 0.01% | +428+69.4% | Added |
| Nations Financial Group Inc, | 1,043 | $283.6K | 0.02% | −84−7.5% | Reduced |
| Coppell Advisory Solutions Corp. | 1,038 | $282.0K | 0.05% | +1,038 | New |
| Thompson Siegel & Walmsley LLC | 1,025 | $279.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,025 | $278.6K | 0.01% | −25−2.4% | Reduced |
| Clare Market Investments LLC | 1,019 | $276.8K | 0.09% | +4+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,018 | $276.7K | 0.02% | −220−17.8% | Reduced |
| New Century Financial Group, LLC | 1,017 | $276.4K | 0.19% | +1,017 | New |
| Aspiriant, LLC | 1,016 | $276.1K | 0.01% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,009 | $274.2K | 0.03% | +9+0.9% | Added |
| Tompkins Financial Corp | 1,007 | $273.7K | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,002 | $272.3K | 0.01% | +2+0.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $272.0K | 0.02% | 00.0% | Unchanged |