Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2024: 1,323 institutions

Value heldQ1 2024: $39.6B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Private Ocean, LLC	134	$36.4K	0.00%	00.0%	Unchanged
First Financial Corp	130	$35.3K	0.02%	+130	New
Investors Research Corp	124	$33.7K	0.01%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	121	$32.9K	0.01%	00.0%	Unchanged
Asset Dedication, LLC	118	$32.0K	0.00%	−21−15.1%	Reduced
Hanson & Doremus Investment Management	119	$32.0K	0.01%	00.0%	Unchanged
Davis Capital Management	116	$30.9K	0.03%	00.0%	Unchanged
Continuum Advisory, LLC	112	$29.2K	0.00%	+112	New
Hallmark Capital Management Inc	100	$27.2K	0.00%	00.0%	Unchanged
Indiana Trust & Investment Management CO	100	$27.2K	0.01%	00.0%	Unchanged
Wellington Shields & Co., LLC	100	$27.2K	0.01%	00.0%	Unchanged
MCF Advisors LLC	100	$27.2K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$27.2K	0.01%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	100	$27.2K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$27.2K	0.01%	+100	New
Bruce G. Allen Investments, LLC	95	$25.8K	0.02%	00.0%	Unchanged
Hollencrest Capital Management	92	$25.0K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	90	$24.5K	0.01%	00.0%	Unchanged
Covestor Ltd	84	$23.0K	0.01%	+1+1.2%	Added
JNBA Financial Advisors	80	$21.7K	0.00%	−26−24.5%	Reduced
True Wealth Design, LLC	78	$21.2K	0.01%	00.0%	Unchanged
Motco	78	$21.2K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	75	$20.4K	0.01%	00.0%	Unchanged
Highlander Capital Management, LLC	–	$19.9K	0.01%	–	–
Gilliland Jeter Wealth Management LLC	71	$19.4K	0.01%	+71	New
ICA Group Wealth Management, LLC	71	$19.3K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	70	$19.0K	0.00%	−115−62.2%	Reduced
Coston, McIsaac & Partners	71	$19.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	69	$19.0K	0.00%	+4+6.2%	Added
FSA Wealth Management LLC	69	$18.8K	0.01%	+26+60.5%	Added
TFC Financial Management	66	$17.9K	0.00%	+1+1.5%	Added
HighMark Wealth Management LLC	61	$17.7K	0.01%	00.0%	Unchanged
Providence Capital Advisors, LLC	65	$17.7K	0.00%	00.0%	Unchanged
Abound Wealth Management	64	$17.4K	0.01%	−2−3.0%	Reduced
EntryPoint Capital, LLC	59	$16.0K	0.01%	−20−25.3%	Reduced
Financial Management Professionals, Inc.	58	$16.0K	0.00%	+2+3.6%	Added
Larson Financial Group LLC	59	$15.9K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	58	$15.8K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	57	$15.5K	0.02%	+57	New
Householder Group Estate & Retirement Specialist, LLC	56	$15.4K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	60	$15.4K	0.00%	−136−69.4%	Reduced
Centiva Capital, LP	55	$14.9K	0.00%	+55	New
First Personal Financial Services	54	$14.7K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$14.2K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$14.1K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	52	$14.1K	0.00%	+40+333.3%	Added
Bogart Wealth, LLC	51	$13.9K	0.00%	−22−30.1%	Reduced
Westside Investment Management, Inc.	50	$13.6K	0.00%	+50	New
Venturi Wealth Management, LLC	50	$13.6K	0.00%	+50	New
Breakwater Investment Management	50	$13.6K	0.01%	+50	New
Raleigh Capital Management Inc.	48	$13.0K	0.01%	+35+269.2%	Added
Eagle Bay Advisors LLC	46	$12.5K	0.01%	−1−2.1%	Reduced
Private Wealth Management Group, LLC	46	$12.5K	0.01%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$12.2K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$12.0K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	43	$11.7K	0.01%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	42	$11.4K	0.00%	+42	New
Wetzel Investment Advisors, Inc.	44	$11.4K	0.01%	+20+83.3%	Added
Benjamin Edwards Inc	40	$11.0K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$10.9K	0.01%	00.0%	Unchanged
Meeder Asset Management Inc	39	$10.6K	0.00%	+39	New
Zions Bancorporation, N.A.	38	$10.3K	0.00%	−11−22.4%	Reduced
Mascoma Wealth Management LLC	38	$10.3K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	37	$10.1K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	36	$9.78K	0.00%	+36	New
Centennial Bank	35	$9.51K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	31	$8.67K	0.01%	00.0%	Unchanged
Ogorek Anthony Joseph	30	$8.00K	0.00%	−57−65.5%	Reduced
IAG Wealth Partners, LLC	25	$6.79K	0.00%	00.0%	Unchanged
1832 Asset Management L.P.	25	$6.79K	0.00%	+25	New
Pacifica Partners Inc.	24	$6.49K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	20	$5.46K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	19	$5.29K	0.00%	00.0%	Unchanged
Avion Wealth	16	$5.00K	0.00%	+4+33.3%	Added
Colonial Trust Advisors	18	$4.89K	0.00%	−16−47.1%	Reduced
CoreFirst Bank & Trust	17	$4.62K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	15	$4.00K	0.00%	−736−98.0%	Reduced
Spotlight Asset Group, Inc.	14	$3.81K	0.00%	+14	New
Highline Wealth Partners LLC	13	$3.55K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	13	$3.53K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	13	$3.40K	0.00%	+1+8.3%	Added
Dunhill Financial, LLC	12	$3.34K	0.00%	+2+20.0%	Added
Cape Investment Advisory, Inc.	12	$3.33K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	12	$3.26K	0.00%	−113−90.4%	Reduced
Pacific Capital Wealth Advisors, Inc	12	$3.26K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	10	$3.00K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	11	$2.99K	0.00%	+1+10.0%	Added
LifeSteps Financial, Inc.	11	$2.99K	0.00%	+11	New
Horizon Financial Services, LLC	10	$2.73K	0.00%	+10	New
Cedar Wealth Management, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.72K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	10	$2.72K	0.00%	00.0%	Unchanged
Tidemark, LLC	10	$2.72K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	10	$2.72K	0.00%	+1+11.1%	Added
SJS Investment Consulting Inc.	10	$2.72K	0.00%	+2+25.0%	Added
REAP Financial Group, LLC	8	$2.19K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	8	$2.19K	0.00%	−10−55.6%	Reduced
Trifecta Capital Advisors, LLC	8	$2.17K	0.00%	00.0%	Unchanged