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 |
|---|---|---|---|---|---|
| ING Groep NV | 26,143 | $7.10M | 0.05% | −100,984−79.4% | Reduced |
| Atria Investments LLC | 25,726 | $6.99M | 0.10% | +4,556+21.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $6.79M | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,892 | $6.76M | 0.10% | +3,184+14.7% | Added |
| Financial Counselors Inc | 24,437 | $6.64M | 0.11% | +32+0.1% | Added |
| First Long Island Investors, LLC | 24,320 | $6.61M | 0.55% | +265+1.1% | Added |
| SG Americas Securities, LLC | 24,318 | $6.61M | 0.03% | −4,574−15.8% | Reduced |
| Teacher Retirement System of Texas | 24,134 | $6.56M | 0.04% | +15,204+170.3% | Added |
| MMBG Investment Advisors Co. | 24,094 | $6.55M | 0.69% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 23,994 | $6.52M | 1.25% | −471−1.9% | Reduced |
| Xponance, Inc. | 23,548 | $6.40M | 0.07% | +1,303+5.9% | Added |
| Spirepoint Private Client, LLC | 23,453 | $6.37M | 0.97% | +23,453 | New |
| Groupama Asset Managment | 17,899 | $6.37M | 0.12% | −8,460−32.1% | Reduced |
| Central Trust Co | 23,397 | $6.36M | 0.16% | −923−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 23,130 | $6.29M | 0.03% | −1,273−5.2% | Reduced |
| CIBC Asset Management Inc | 22,941 | $6.23M | 0.02% | +620+2.8% | Added |
| Pinnacle Associates Ltd | 22,913 | $6.23M | 0.10% | +7,064+44.6% | Added |
| Oak Ridge Investments LLC | 22,781 | $6.19M | 0.62% | +1,206+5.6% | Added |
| Mercer Global Advisors Inc | 22,660 | $6.18M | 0.02% | +10,628+88.3% | Added |
| MML Investors Services, LLC | 22,723 | $6.17M | 0.03% | +125+0.6% | Added |
| WealthPlan Investment Management, LLC | 22,658 | $6.16M | 0.94% | +637+2.9% | Added |
| Point72 Asset Management, L.P. | 22,551 | $6.13M | 0.02% | +22,551 | New |
| Legacy Private Trust Co. | 22,513 | $6.12M | 0.45% | −916−3.9% | Reduced |
| Gibraltar Capital Management, Inc. | 22,396 | $6.09M | 2.83% | −1,044−4.5% | Reduced |
| HGK Asset Management Inc | 22,356 | $6.08M | 1.19% | −1,800−7.5% | Reduced |
| Townsend Asset Management Corp | 22,261 | $6.05M | 2.40% | +499+2.3% | Added |
| Liberty Capital Management, Inc. | 22,173 | $6.03M | 1.49% | −415−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,167 | $6.02M | 0.02% | −426−1.9% | Reduced |
| Patton Albertson Miller Group, LLC | 22,117 | $6.01M | 0.90% | +2,230+11.2% | Added |
| Pacer Advisors, Inc. | 22,048 | $5.99M | 0.01% | −797−3.5% | Reduced |
| New York Life Investment Management LLC | 22,029 | $5.99M | 0.06% | −940−4.1% | Reduced |
| Pathstone Holdings, LLC | 21,948 | $5.96M | 0.03% | −2,122−8.8% | Reduced |
| Chiron Investment Management, LLC | 21,899 | $5.95M | 2.58% | +9,711+79.7% | Added |
| Kestra Advisory Services, LLC | 21,754 | $5.91M | 0.04% | +1,714+8.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,168 | $5.75M | 0.02% | +2,531+13.6% | Added |
| Addison Capital Co | 21,099 | $5.73M | 2.85% | +704+3.5% | Added |
| Trust Co of Vermont | 21,049 | $5.72M | 0.32% | −1,219−5.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 20,842 | $5.66M | 2.61% | −158−0.8% | Reduced |
| Yousif Capital Management, LLC | 20,758 | $5.64M | 0.06% | −316−1.5% | Reduced |
| ProShare Advisors LLC | 20,176 | $5.48M | 0.01% | −595−2.9% | Reduced |
| Nissay Asset Management Corp | 20,087 | $5.46M | 0.04% | +119+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 19,773 | $5.37M | 0.09% | +18,509+1,464.3% | Added |
| Blue Zone Wealth Advisors, LLC | 19,736 | $5.36M | 1.84% | +154+0.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,724 | $5.36M | 1.34% | +22+0.1% | Added |
| British Columbia Investment Management Corp | 19,642 | $5.34M | 0.04% | +612+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 19,615 | $5.33M | 0.07% | −20,871−51.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,550 | $5.31M | 0.08% | −213−1.1% | Reduced |
| Captrust Financial Advisors | 19,518 | $5.30M | 0.02% | −4,094−17.3% | Reduced |
| Bailard, Inc. | 19,420 | $5.28M | 0.15% | −198−1.0% | Reduced |
| Wisconsin Capital Management LLC | 19,255 | $5.23M | 2.75% | −1,000−4.9% | Reduced |
| Peddock Capital Advisors, LLC | 18,970 | $5.16M | 1.35% | +394+2.1% | Added |
| RNC Capital Management LLC | 18,934 | $5.15M | 0.29% | −689−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 18,922 | $5.14M | 0.12% | +488+2.6% | Added |
| American National Bank & Trust Co | 18,910 | $5.14M | 1.21% | +18,910 | New |
| River Wealth Advisors LLC | 18,768 | $5.10M | 0.74% | +670+3.7% | Added |
| Resources Management Corp | 18,675 | $5.08M | 0.74% | +873+4.9% | Added |
| Jump Financial, LLC | 18,671 | $5.07M | 0.14% | −13,172−41.4% | Reduced |
| Snowden Capital Advisors LLC | 18,637 | $5.06M | 0.16% | +240+1.3% | Added |
| Narwhal Capital Management | 18,441 | $5.01M | 0.49% | +7,029+61.6% | Added |
| Joho Capital LLC | 18,215 | $4.95M | 0.69% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 18,201 | $4.95M | 0.01% | −15,207−45.5% | Reduced |
| Parallel Advisors, LLC | 18,130 | $4.93M | 0.13% | −310−1.7% | Reduced |
| St Germain D J Co Inc | 17,790 | $4.83M | 0.24% | +216+1.2% | Added |
| Chemung Canal Trust Co | 17,614 | $4.79M | 0.92% | +15,200+629.7% | Added |
| State of Alaska, Department of Revenue | 17,456 | $4.74M | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 17,446 | $4.74M | 0.59% | +1,336+8.3% | Added |
| Alpha Omega Wealth Management LLC | 17,431 | $4.74M | 0.88% | −304−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 17,284 | $4.70M | 0.14% | +726+4.4% | Added |
| Kavar Capital Partners Group, LLC | 17,062 | $4.64M | 0.86% | −18,592−52.1% | Reduced |
| Sandy Spring Bank | 17,016 | $4.62M | 0.21% | −190−1.1% | Reduced |
| First Manhattan Co | 16,996 | $4.62M | 0.01% | −70.0% | Reduced |
| Oak Asset Management, LLC | 16,842 | $4.58M | 1.71% | +255+1.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 16,678 | $4.53M | 0.88% | −280−1.7% | Reduced |
| SWS Partners | 16,597 | $4.51M | 1.35% | +2,333+16.4% | Added |
| Cox Capital Mgt LLC | 16,554 | $4.50M | 2.77% | +4,592+38.4% | Added |
| Hedeker Wealth, LLC | 16,352 | $4.44M | 1.28% | −4,208−20.5% | Reduced |
| Aviance Capital Partners, LLC | 16,343 | $4.44M | 0.66% | +116+0.7% | Added |
| Coldstream Capital Management Inc | 16,275 | $4.42M | 0.11% | −167−1.0% | Reduced |
| Private Advisor Group, LLC | 16,210 | $4.40M | 0.03% | −478−2.9% | Reduced |
| Assetmark, Inc | 16,171 | $4.39M | 0.01% | −4,274−20.9% | Reduced |
| Daiwa Securities Group Inc. | 16,147 | $4.39M | 0.02% | +1,266+8.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 16,023 | $4.35M | 1.23% | −280−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,987 | $4.34M | 0.01% | −59,627−78.9% | Reduced |
| WealthPLAN Partners, LLC | 15,881 | $4.32M | 0.45% | +1,308+9.0% | Added |
| Burney Co | 15,873 | $4.31M | 0.16% | +400+2.6% | Added |
| Valeo Financial Advisors, LLC | 16,469 | $4.31M | 0.15% | +638+4.0% | Added |
| Fulton Bank, N.A. | 15,739 | $4.28M | 0.18% | +514+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 15,682 | $4.26M | 0.03% | −158,116−91.0% | Reduced |
| Sand Hill Global Advisors, LLC | 15,663 | $4.26M | 0.20% | −80−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 15,537 | $4.22M | 0.05% | −170−1.1% | Reduced |
| Parkside Investments, LLC | 15,488 | $4.21M | 0.67% | −5,900−27.6% | Reduced |
| Oak Harvest Investment Services | 15,436 | $4.19M | 0.70% | −2,525−14.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,346 | $4.17M | 0.05% | +135+0.9% | Added |
| EULAV Asset Management | 15,000 | $4.08M | 0.11% | −3,000−16.7% | Reduced |
| Aureus Asset Management, LLC | 14,929 | $4.06M | 0.28% | +345+2.4% | Added |
| Citizens Business Bank | 14,914 | $4.05M | 0.84% | −312−2.0% | Reduced |
| Hohimer Wealth Management, LLC | 14,886 | $4.05M | 0.95% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 14,265 | $3.96M | 1.07% | −247−1.7% | Reduced |
| Toroso Investments, LLC | 14,557 | $3.96M | 0.07% | +4,949+51.5% | Added |
| Commerce Bank | 14,555 | $3.96M | 0.03% | +544+3.9% | Added |