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 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 750 | $203.8K | 0.12% | −250−25.0% | Reduced |
| Alpha Family Trust | 750 | $203.8K | 0.12% | +750 | New |
| Creative Financial Designs Inc | 747 | $202.9K | 0.02% | +19+2.6% | Added |
| Insight Advisors, LLC | 744 | $202.2K | 0.04% | +744 | New |
| Brendel Financial Advisors LLC | 745 | $202.0K | 0.23% | +745 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 741 | $201.4K | 0.00% | +741 | New |
| IMS Capital Management | 738 | $200.6K | 0.09% | +738 | New |
| Nwam LLC | 750 | $200.5K | 0.02% | +750 | New |
| Forza Wealth Management, LLC | 736 | $200.0K | 0.10% | +736 | New |
| Raffa Wealth Management, LLC | 719 | $195.4K | 0.06% | +698+3,323.8% | Added |
| China Universal Asset Management Co., Ltd. | 713 | $193.8K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 689 | $187.2K | 0.01% | −26−3.6% | Reduced |
| Manchester Capital Management LLC | 684 | $185.9K | 0.02% | +4+0.6% | Added |
| Parkside Financial Bank & Trust | 662 | $179.9K | 0.03% | +54+8.9% | Added |
| Gulf International Bank (UK) Ltd | 652 | $177.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $173.0K | 0.00% | −4,844−88.4% | Reduced |
| Colonial Trust Co | 625 | $169.8K | 0.03% | −12−1.9% | Reduced |
| United Community Bank | 588 | $159.8K | 0.06% | +75+14.6% | Added |
| Mather Group, LLC. | 654 | $158.1K | 0.00% | +654 | New |
| AdvisorNet Financial, Inc | 572 | $155.4K | 0.01% | +57+11.1% | Added |
| Baldwin Brothers Inc | 545 | $148.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 553 | $147.1K | 0.01% | +63+12.9% | Added |
| Park Place Capital Corp | 529 | $143.8K | 0.05% | −139−20.8% | Reduced |
| Ransom Advisory, Ltd | 525 | $142.7K | 0.08% | +525 | New |
| Archer Investment Corp | 507 | $137.8K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $135.9K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $135.9K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $135.9K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 488 | $132.6K | 0.02% | +104+27.1% | Added |
| Princeton Global Asset Management LLC | 475 | $129.1K | 0.03% | −9−1.9% | Reduced |
| Cetera Trust Company, N.A | 450 | $122.3K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 450 | $122.0K | 0.01% | −30−6.3% | Reduced |
| C M Bidwell & Associates Ltd | 439 | $119.3K | 0.08% | +2+0.5% | Added |
| City State Bank | 439 | $119.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 431 | $117.1K | 0.01% | +50+13.1% | Added |
| Key Financial Inc | 425 | $115.5K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 423 | $114.9K | 0.06% | +423 | New |
| Goodman Advisory Group, LLC | 417 | $113.3K | 0.04% | +417 | New |
| Evermay Wealth Management LLC | 414 | $112.5K | 0.02% | −1−0.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 406 | $110.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $108.7K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $108.7K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $108.7K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 380 | $103.3K | 0.04% | +100+35.7% | Added |
| Rothschild Investment LLC | 372 | $101.1K | 0.01% | +62+20.0% | Added |
| JJJ Advisors Inc. | 355 | $96.5K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 354 | $96.0K | 0.05% | −4,148−92.1% | Reduced |
| Ronald Blue Trust, Inc. | 343 | $93.2K | 0.00% | +90+35.6% | Added |
| General Partner, Inc. | 332 | $90.2K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 321 | $87.2K | 0.01% | +1+0.3% | Added |
| TSFG, LLC | 302 | $82.0K | 0.02% | −350−53.7% | Reduced |
| Hall Laurie J Trustee | 300 | $82.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 295 | $80.2K | 0.02% | −62−17.4% | Reduced |
| Geneos Wealth Management Inc. | 295 | $80.2K | 0.00% | +6+2.1% | Added |
| Capital Advisors, Ltd. LLC | 290 | $79.0K | 0.01% | +41+16.5% | Added |
| Planning Capital Management Corp | 278 | $75.5K | 0.06% | +192+223.3% | Added |
| Johnson Financial Group, Inc. | 271 | $73.6K | 0.00% | +54+24.9% | Added |
| Smartleaf Asset Management LLC | 262 | $71.3K | 0.01% | +253+2,811.1% | Added |
| Farmers & Merchants Investments Inc | 255 | $69.3K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $67.9K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 249 | $67.6K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $66.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 242 | $65.8K | 0.01% | −3−1.2% | Reduced |
| Western Pacific Wealth Management, LP | 242 | $65.8K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 237 | $64.4K | 0.01% | +74+45.4% | Added |
| Castleview Partners, LLC | 231 | $62.7K | 0.03% | +1+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 227 | $61.7K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 223 | $60.7K | 0.00% | +218+4,360.0% | Added |
| Paladin Advisory Group, LLC | 223 | $59.3K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 240 | $58.0K | 0.03% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 225 | $57.0K | 0.01% | +225 | New |
| West Paces Advisors Inc. | 208 | $56.6K | 0.01% | +13+6.7% | Added |
| Silicon Valley Capital Partners | 206 | $56.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 205 | $55.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 201 | $54.6K | 0.01% | +3+1.5% | Added |
| Clean Yield Group | 200 | $54.4K | 0.02% | −100−33.3% | Reduced |
| Concord Wealth Partners | 200 | $54.4K | 0.01% | −32−13.8% | Reduced |
| Blume Capital Management, Inc. | 200 | $54.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 191 | $51.9K | 0.02% | +191 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 185 | $50.3K | 0.02% | +3+1.6% | Added |
| Atlantic Trust, LLC | 185 | $50.3K | 0.01% | +166+873.7% | Added |
| MV Capital Management, Inc. | 183 | $49.7K | 0.01% | −8−4.2% | Reduced |
| Quent Capital, LLC | 182 | $49.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 180 | $49.0K | 0.00% | −89−33.1% | Reduced |
| Chilton Capital Management LLC | 180 | $48.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 174 | $47.3K | 0.00% | +76+77.6% | Added |
| Northwest Investment Counselors, LLC | 170 | $46.2K | 0.01% | +170 | New |
| Truvestments Capital LLC | 167 | $45.3K | 0.02% | −24−12.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $45.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $43.8K | 0.00% | +74+85.1% | Added |
| Pin Oak Investment Advisors Inc | 158 | $43.0K | 0.04% | −160−50.3% | Reduced |
| Oakworth Capital, Inc. | 155 | $42.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 151 | $41.1K | 0.01% | −137−47.6% | Reduced |
| Cambridge Trust Co | 150 | $40.8K | 0.00% | −50−25.0% | Reduced |
| Heritage Wealth Advisors | 150 | $40.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 147 | $40.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 145 | $39.4K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 145 | $39.4K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 137 | $37.2K | 0.01% | +137 | New |
| Bell Investment Advisors, Inc | 136 | $37.0K | 0.01% | −17−11.1% | Reduced |