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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 1,000 | $272.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $271.8K | 0.09% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $271.8K | 0.07% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 982 | $266.9K | 0.06% | +25+2.6% | Added |
| Barry Investment Advisors, LLC | 981 | $266.7K | 0.09% | −60−5.8% | Reduced |
| Mattern Wealth Management LLC | 976 | $265.2K | 0.06% | −11−1.1% | Reduced |
| Conning Inc. | 972 | $264.2K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 966 | $262.6K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,426 | $261.7K | 0.02% | −16,949−92.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 963 | $261.0K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 981 | $257.8K | 0.09% | −93−8.7% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 947 | $257.4K | 0.13% | −30−3.1% | Reduced |
| Wealth Effects LLC | 946 | $257.0K | 0.09% | +30+3.3% | Added |
| Seneca Financial Advisors LLC | 943 | $256.4K | 0.14% | +3+0.3% | Added |
| First Foundation Advisors | 943 | $256.3K | 0.01% | +322+51.9% | Added |
| Cohen Investment Advisors LLC | 936 | $254.4K | 0.16% | −1−0.1% | Reduced |
| Baxter Bros Inc | 925 | $251.4K | 0.03% | −6−0.6% | Reduced |
| Monetary Management Group Inc | 925 | $251.4K | 0.07% | 00.0% | Unchanged |
| Guidance Capital, Inc | 971 | $250.9K | 0.09% | +971 | New |
| Vantage Consulting Group Inc | 920 | $250.0K | 0.16% | −76−7.6% | Reduced |
| Modus Advisors, LLC | 918 | $249.5K | 0.09% | −106−10.4% | Reduced |
| Welch Group, LLC | 917 | $249.3K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 916 | $248.9K | 0.02% | +916 | New |
| Pinnacle Wealth Planning Services, Inc. | 911 | $247.6K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 907 | $246.5K | 0.01% | −28−3.0% | Reduced |
| Kuhn & Co Investment Counsel | 904 | $245.7K | 0.23% | +4+0.4% | Added |
| First Citizens Financial Corp | 891 | $242.1K | 0.14% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 889 | $241.7K | 0.02% | +889 | New |
| RMR Wealth Builders | 888 | $241.4K | 0.03% | +888 | New |
| Concurrent Investment Advisors, LLC | 886 | $240.6K | 0.01% | −3,276−78.7% | Reduced |
| Seed Wealth Management, Inc. | 900 | $239.4K | 0.23% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 877 | $238.3K | 0.02% | −400−31.3% | Reduced |
| Sage Mountain Advisors LLC | 870 | $236.4K | 0.02% | +870 | New |
| Stockman Wealth Management, Inc. | 865 | $235.1K | 0.04% | +15+1.8% | Added |
| Portside Wealth Group, LLC | 864 | $234.8K | 0.04% | −46−5.1% | Reduced |
| Evoke Wealth, LLC | 862 | $234.4K | 0.01% | +862 | New |
| InterOcean Capital Group, LLC | 858 | $233.2K | 0.01% | +18+2.1% | Added |
| Callahan Advisors, LLC | 856 | $232.6K | 0.02% | −25−2.8% | Reduced |
| Philip James Wealth Mangement, LLC | 855 | $232.3K | 0.16% | +855 | New |
| Castle Rock Wealth Management, LLC | 913 | $231.8K | 0.06% | −123−11.9% | Reduced |
| SeaCrest Wealth Management, LLC | 853 | $231.7K | 0.03% | +853 | New |
| Jacobsen Capital Management | 852 | $231.5K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 851 | $231.3K | 0.00% | −3,125−78.6% | Reduced |
| WNY Asset Management, LLC | 850 | $231.0K | 0.04% | −199−19.0% | Reduced |
| Smithfield Trust Co | 854 | $231.0K | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 850 | $231.0K | 0.11% | 00.0% | Unchanged |
| Ballast, Inc. | 850 | $231.0K | 0.07% | −749−46.8% | Reduced |
| Journey Advisory Group, LLC | 850 | $231.0K | 0.03% | +850 | New |
| Buckingham Strategic Partners | 847 | $230.3K | 0.01% | +847 | New |
| Sentry Investment Management LLC | 846 | $230.0K | 0.09% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 855 | $229.5K | 0.26% | −10−1.2% | Reduced |
| Boston Family Office LLC | 844 | $229.0K | 0.02% | −33−3.8% | Reduced |
| Fragasso Group Inc. | 838 | $227.8K | 0.02% | +838 | New |
| Trust Co of the South | 835 | $226.9K | 0.05% | −17−2.0% | Reduced |
| Courier Capital LLC | 835 | $226.9K | 0.02% | +835 | New |
| Fortis Advisors, LLC | 831 | $225.8K | 0.15% | −150−15.3% | Reduced |
| Ziegler Capital Management, LLC | 830 | $225.6K | 0.01% | −4,358−84.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 828 | $225.1K | 0.00% | +828 | New |
| Rosenberg Matthew Hamilton | 842 | $224.0K | 0.06% | +60+7.7% | Added |
| First National Bank & Trust Co of Newtown | 823 | $223.7K | 0.05% | −40−4.6% | Reduced |
| Connecticut Wealth Management, LLC | 822 | $223.4K | 0.01% | −63−7.1% | Reduced |
| Gilman Hill Asset Management, LLC | 820 | $222.8K | 0.04% | −50−5.7% | Reduced |
| V-Square Quantitative Management LLC | 820 | $222.8K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 818 | $222.4K | 0.03% | +818 | New |
| Aristotle Atlantic Partners, LLC | 816 | $221.8K | 0.01% | −7,477−90.2% | Reduced |
| Leonteq Securities AG | 816 | $221.8K | 0.03% | −445−35.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 815 | $221.5K | 0.04% | −377−31.6% | Reduced |
| Fortis Group Advisors, LLC | 811 | $220.4K | 0.04% | +811 | New |
| Chatham Capital Group, Inc. | 810 | $220.1K | 0.04% | +810 | New |
| Marino, Stram & Associates LLC | 810 | $220.1K | 0.05% | +810 | New |
| Sound View Wealth Advisors Group, LLC | 809 | $219.9K | 0.02% | −138−14.6% | Reduced |
| Bouchey Financial Group Ltd | 808 | $219.6K | 0.02% | +808 | New |
| Probity Advisors, Inc. | 806 | $219.0K | 0.05% | −69−7.9% | Reduced |
| First Affirmative Financial Network | 804 | $218.5K | 0.16% | −25−3.0% | Reduced |
| Quadrant Capital Group LLC | 804 | $218.5K | 0.02% | −58−6.7% | Reduced |
| Financial Council Asset Management Inc | 803 | $218.2K | 0.13% | +803 | New |
| 9258 Wealth Management, LLC | 802 | $217.9K | 0.03% | +802 | New |
| Tactive Advisors, LLC | 800 | $217.4K | 0.12% | +800 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 799 | $217.0K | 0.01% | +799 | New |
| Greenfield Savings Bank | 798 | $216.9K | 0.11% | −37−4.4% | Reduced |
| Roman Butler Fullerton & Co | 834 | $216.6K | 0.08% | +1+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 796 | $216.3K | 0.18% | +796 | New |
| ProVise Management Group, LLC | 795 | $216.0K | 0.02% | +795 | New |
| Grant Street Asset Management, Inc. | 793 | $215.5K | 0.07% | +793 | New |
| Clarius Group, LLC | 792 | $215.2K | 0.01% | −141−15.1% | Reduced |
| Cascade Investment Group, Inc. | 789 | $214.4K | 0.16% | +789 | New |
| Fox Hill Wealth Management | 782 | $212.5K | 0.14% | +782 | New |
| Camden Capital, LLC | 781 | $212.2K | 0.02% | −170−17.9% | Reduced |
| Cambria Investment Management, L.P. | 777 | $211.2K | 0.01% | −3,423−81.5% | Reduced |
| Tobam | 778 | $211.0K | 0.02% | −139−15.2% | Reduced |
| GeoWealth Management, LLC | 776 | $211.0K | 0.01% | +776 | New |
| LBMC Investment Advisors, LLC | 775 | $210.6K | 0.02% | +775 | New |
| Franklin Street Advisors Inc | 770 | $209.0K | 0.02% | +770 | New |
| Gallagher Fiduciary Advisors, LLC | 762 | $207.1K | 0.01% | +762 | New |
| Modera Wealth Management, LLC | 761 | $206.8K | 0.00% | +761 | New |
| Granite Harbor Advisors, Inc. | 760 | $206.5K | 0.14% | +760 | New |
| Holistic Financial Partners | 758 | $206.0K | 0.10% | +758 | New |
| Benin Management CORP | 758 | $206.0K | 0.07% | +758 | New |
| Warren Averett Asset Management, LLC | 757 | $205.8K | 0.00% | +757 | New |
| Naviter Wealth, LLC | 751 | $204.1K | 0.03% | +751 | New |