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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 14,261 | $3.88M | 0.04% | +656+4.8% | Added |
| Brookstone Capital Management | 14,026 | $3.81M | 0.07% | +312+2.3% | Added |
| Hoylecohen, LLC | 13,817 | $3.75M | 0.29% | +44+0.3% | Added |
| Oregon Public Employees Retirement Fund | 13,800 | $3.75M | 0.07% | +1,203+9.5% | Added |
| Elo Mutual Pension Insurance Co | 13,643 | $3.71M | 0.09% | −789−5.5% | Reduced |
| CIBC Private Wealth Group, LLC | 13,934 | $3.71M | 0.01% | +3,438+32.8% | Added |
| Infusive Asset Management Inc. | 13,555 | $3.68M | 1.42% | −29,128−68.2% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 13,333 | $3.62M | 0.89% | +13,333 | New |
| City Holding Co | 12,776 | $3.47M | 0.52% | +452+3.7% | Added |
| Parallax Volatility Advisers, L.P. | 12,729 | $3.46M | 0.10% | +6,698+111.1% | Added |
| Cresset Asset Management, LLC | 12,615 | $3.43M | 0.02% | +2,316+22.5% | Added |
| Fayez Sarofim & Co | 12,415 | $3.37M | 0.01% | −105−0.8% | Reduced |
| Valley National Advisers Inc | 12,394 | $3.37M | 0.51% | −641−4.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,443 | $3.37M | 0.02% | +2,475+24.8% | Added |
| Alta Capital Management LLC | 12,383 | $3.37M | 0.21% | +35+0.3% | Added |
| Robbins Farley LLC | 12,307 | $3.34M | 1.84% | +423+3.6% | Added |
| South Dakota Investment Council | 12,253 | $3.33M | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 12,216 | $3.32M | 0.10% | −716−5.5% | Reduced |
| Rafferty Asset Management, LLC | 12,212 | $3.32M | 0.01% | −329−2.6% | Reduced |
| Meridian Management Co | 12,023 | $3.27M | 0.89% | −24−0.2% | Reduced |
| Maryland State Retirement & Pension System | 12,641 | $3.27M | 0.07% | +240+1.9% | Added |
| Ossiam | 11,933 | $3.24M | 0.06% | +11,933 | New |
| Linscomb & Williams, Inc. | 11,869 | $3.23M | 0.17% | −12−0.1% | Reduced |
| Advisory Services Network, LLC | 11,514 | $3.13M | 0.07% | +1,055+10.1% | Added |
| Davenport & Co LLC | 11,471 | $3.12M | 0.02% | −960−7.7% | Reduced |
| Morton Community Bank | 11,452 | $3.11M | 0.90% | +870+8.2% | Added |
| Keybank National Association | 11,394 | $3.10M | 0.01% | +951+9.1% | Added |
| Shorepoint Capital Partners LLC | 11,249 | $3.06M | 0.75% | +393+3.6% | Added |
| Occidental Asset Management, LLC | 11,242 | $3.06M | 0.57% | +801+7.7% | Added |
| Private Trust Co NA | 11,236 | $3.05M | 0.33% | +67+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 11,154 | $3.03M | 0.24% | +75+0.7% | Added |
| Vista Investment Management | 11,103 | $3.02M | 1.23% | −32−0.3% | Reduced |
| Allianz Asset Management GmbH | 11,046 | $3.00M | 0.01% | −7,579−40.7% | Reduced |
| Ar Asset Management Inc | 11,000 | $2.99M | 0.73% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,786 | $2.93M | 0.07% | +1,006+10.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 10,600 | $2.88M | 0.04% | −4,900−31.6% | Reduced |
| Capital International Sarl | 10,462 | $2.84M | 0.09% | +2,764+35.9% | Added |
| TBH Global Asset Management, LLC | 10,458 | $2.84M | 0.57% | +411+4.1% | Added |
| Executive Wealth Management, LLC | 10,679 | $2.84M | 0.25% | +651+6.5% | Added |
| Level Four Advisory Services, LLC | 11,700 | $2.83M | 0.16% | +768+7.0% | Added |
| Hartford Investment Management Co | 10,403 | $2.83M | 0.10% | −487−4.5% | Reduced |
| Koa Wealth Management, LLC | 10,348 | $2.81M | 2.53% | +148+1.5% | Added |
| Scotia Capital Inc. | 10,333 | $2.81M | 0.02% | +5,118+98.1% | Added |
| Privium Fund Management (UK) Ltd | 10,490 | $2.81M | 1.39% | +10,490 | New |
| Integrated Wealth Concepts LLC | 10,317 | $2.80M | 0.04% | −1,448−12.3% | Reduced |
| BKD Wealth Advisors, LLC | 10,314 | $2.80M | 0.07% | +433+4.4% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.80M | 0.72% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10,265 | $2.79M | 1.55% | −50−0.5% | Reduced |
| WD Rutherford LLC | 10,231 | $2.78M | 1.44% | −122−1.2% | Reduced |
| Tower Bridge Advisors | 10,216 | $2.78M | 0.28% | −2,622−20.4% | Reduced |
| TownSquare Capital, LLC | 10,179 | $2.77M | 0.04% | −391−3.7% | Reduced |
| Baldwin Investment Management, LLC | 10,178 | $2.77M | 0.38% | +498+5.1% | Added |
| Tredje AP-fonden | 10,106 | $2.75M | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 10,483 | $2.71M | 0.05% | +5,354+104.4% | Added |
| Intech Investment Management LLC | 9,914 | $2.69M | 0.04% | −6,531−39.7% | Reduced |
| Northcape Wealth Management, LLC | 9,858 | $2.68M | 0.98% | −98−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,840 | $2.67M | 0.04% | −429−4.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 9,823 | $2.67M | 1.70% | −422−4.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 9,758 | $2.65M | 0.01% | −1,484−13.2% | Reduced |
| Round Rock Advisors, LLC | 9,711 | $2.64M | 0.63% | −2,466−20.3% | Reduced |
| Candriam Luxembourg S.C.A. | 9,543 | $2.59M | 0.02% | +674+7.6% | Added |
| Securian Asset Management, Inc | 9,428 | $2.56M | 0.08% | −769−7.5% | Reduced |
| Ostrum Asset Management | 9,416 | $2.56M | 0.20% | +1,614+20.7% | Added |
| Capital Analysts, LLC | 9,414 | $2.56M | 0.12% | +401+4.4% | Added |
| Louisiana State Employees Retirement System | 9,400 | $2.55M | 0.05% | −400−4.1% | Reduced |
| MAI Capital Management | 9,224 | $2.51M | 0.03% | +389+4.4% | Added |
| Griffin Asset Management, Inc. | 9,216 | $2.50M | 0.30% | −265−2.8% | Reduced |
| Panagora Asset Management Inc | 9,154 | $2.49M | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 9,117 | $2.48M | 0.25% | −176−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 9,100 | $2.47M | 0.08% | +336+3.8% | Added |
| JustInvest LLC | 8,892 | $2.42M | 0.05% | +1,612+22.1% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.38M | 0.04% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 8,750 | $2.38M | 0.02% | +350+4.2% | Added |
| Wunderlich Capital Managemnt | 8,735 | $2.37M | 1.07% | −513−5.5% | Reduced |
| HCR Wealth Advisors | 8,664 | $2.35M | 0.36% | −157−1.8% | Reduced |
| Argent Trust Co | 8,591 | $2.33M | 0.11% | +385+4.7% | Added |
| Fernwood Investment Management, LLC | 8,580 | $2.33M | 0.68% | −110−1.3% | Reduced |
| Perigon Wealth Management, LLC | 8,480 | $2.30M | 0.07% | +2,468+41.1% | Added |
| Cobblestone Capital Advisors LLC | 8,453 | $2.30M | 0.14% | +20.0% | Added |
| Carnegie Capital Asset Management, LLC | 8,436 | $2.29M | 0.07% | +259+3.2% | Added |
| National Asset Management, Inc. | 9,105 | $2.29M | 0.06% | +974+12.0% | Added |
| Verition Fund Management LLC | 8,420 | $2.29M | 0.02% | −9,050−51.8% | Reduced |
| Oppenheimer & Co Inc | 8,385 | $2.28M | 0.04% | −1,568−15.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,213 | $2.23M | 0.01% | +26+0.3% | Added |
| GWM Advisors LLC | 8,162 | $2.22M | 0.02% | +366+4.7% | Added |
| HBK Sorce Advisory LLC | 8,130 | $2.21M | 0.08% | +344+4.4% | Added |
| New Mexico Educational Retirement Board | 8,121 | $2.21M | 0.08% | −300−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 8,094 | $2.20M | 0.02% | +572+7.6% | Added |
| First National Advisers, LLC | 8,655 | $2.19M | 0.49% | +125+1.5% | Added |
| IFP Advisors, Inc | 8,056 | $2.19M | 0.10% | +69+0.9% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,048 | $2.19M | 1.56% | −40−0.5% | Reduced |
| Soros Capital Management LLC | 7,916 | $2.15M | 0.59% | −1,533−16.2% | Reduced |
| Entropy Technologies, LP | 7,903 | $2.15M | 0.23% | −14,341−64.5% | Reduced |
| Archon Partners LLC | 7,825 | $2.13M | 0.26% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 7,818 | $2.12M | 0.52% | −50−0.6% | Reduced |
| Triangle Securities Wealth Management | 7,774 | $2.11M | 0.60% | −19−0.2% | Reduced |
| Nordea Investment Management AB | 7,801 | $2.11M | 0.00% | −239−3.0% | Reduced |
| Condor Capital Management | 7,721 | $2.10M | 0.21% | −229−2.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 7,574 | $2.06M | 2.22% | −165−2.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $2.05M | 0.05% | 00.0% | Unchanged |