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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 7,517 | $2.04M | 0.00% | −37,337−83.2% | Reduced |
| Gs Investments, Inc. | 7,485 | $2.03M | 0.98% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 7,477 | $2.03M | 0.47% | +37+0.5% | Added |
| Silvercrest Asset Management Group LLC | 7,347 | $2.00M | 0.01% | −4−0.1% | Reduced |
| Belpointe Asset Management LLC | 7,268 | $1.98M | 0.15% | +2,057+39.5% | Added |
| Xcel Wealth Management, LLC | 7,242 | $1.97M | 0.62% | −425−5.5% | Reduced |
| Pinnacle Financial Partners Inc | 7,208 | $1.96M | 0.04% | −96−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 7,208 | $1.96M | 0.03% | −340−4.5% | Reduced |
| West Oak Capital, LLC | 7,175 | $1.95M | 0.83% | +95+1.3% | Added |
| Marco Investment Management LLC | 7,151 | $1.94M | 0.18% | −50−0.7% | Reduced |
| Webster Bank, N. A. | 7,108 | $1.93M | 0.22% | −202−2.8% | Reduced |
| Coastline Trust Co | 7,095 | $1.93M | 0.23% | −2,548−26.4% | Reduced |
| TriaGen Wealth Management LLC | 7,074 | $1.92M | 0.80% | +7,074 | New |
| DoubleLine ETF Adviser LP | 7,052 | $1.92M | 0.49% | +7,052 | New |
| Allianz SE | 7,017 | $1.91M | 0.06% | +7,017 | New |
| O'Shaughnessy Asset Management, LLC | 7,009 | $1.90M | 0.02% | +1,239+21.5% | Added |
| U S Global Investors Inc | 6,940 | $1.89M | 0.16% | −410−5.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,897 | $1.87M | 0.03% | +5,925+609.6% | Added |
| Zevenbergen Capital Investments LLC | 6,870 | $1.87M | 0.04% | −235−3.3% | Reduced |
| Cross Staff Investments Inc | 6,798 | $1.85M | 1.56% | +10.0% | Added |
| HM Payson & Co | 6,768 | $1.84M | 0.03% | −112−1.6% | Reduced |
| Moody National Bank Trust Division | 6,758 | $1.84M | 0.14% | −13−0.2% | Reduced |
| Dohj, LLC | 6,747 | $1.83M | 0.49% | +4,667+224.4% | Added |
| Umb Bank N A | 6,742 | $1.83M | 0.03% | −53−0.8% | Reduced |
| Plato Investment Management Ltd | 6,742 | $1.83M | 0.19% | +6,712+22,373.3% | Added |
| Pflug Koory, LLC | 6,728 | $1.83M | 0.90% | −178−2.6% | Reduced |
| Metis Global Partners, LLC | 6,692 | $1.82M | 0.07% | +1,046+18.5% | Added |
| Avantax Planning Partners, Inc. | 6,645 | $1.81M | 0.06% | −192−2.8% | Reduced |
| Cornerstone Advisors, LLC | 6,600 | $1.79M | 0.07% | −700−9.6% | Reduced |
| Colony Group, LLC | 6,599 | $1.79M | 0.01% | +3,967+150.7% | Added |
| Radnor Capital Management, LLC | 6,579 | $1.79M | 0.30% | +529+8.7% | Added |
| MidWestOne Financial Group, Inc. | 6,536 | $1.78M | 0.32% | +401+6.5% | Added |
| Redwood Investments, LLC | 7,222 | $1.77M | 0.52% | −675−8.5% | Reduced |
| Metropolitan Life Insurance Co | 6,487 | $1.76M | 0.08% | −92−1.4% | Reduced |
| Stableford Capital II LLC | 6,447 | $1.75M | 0.70% | +16+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 6,392 | $1.74M | 0.28% | +41+0.6% | Added |
| Sigma Planning Corp | 6,378 | $1.73M | 0.05% | +3,652+134.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,356 | $1.73M | 0.02% | +121+1.9% | Added |
| Williams Jones Wealth Management, LLC. | 6,303 | $1.71M | 0.02% | −215−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 6,298 | $1.71M | 0.04% | −99−1.5% | Reduced |
| Clearstead Advisors, LLC | 6,584 | $1.70M | 0.08% | +172+2.7% | Added |
| Bellwether Advisors, LLC | 6,249 | $1.70M | 0.37% | +6,249 | New |
| Vinva Investment Management Ltd | 6,191 | $1.68M | 0.10% | +457+8.0% | Added |
| Synovus Financial Corp | 6,162 | $1.68M | 0.02% | −47−0.8% | Reduced |
| Palisade Capital Management LLC | 6,100 | $1.66M | 0.04% | −5,350−46.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,045 | $1.64M | 0.04% | +20+0.3% | Added |
| Cim Investment Mangement Inc | 6,022 | $1.64M | 0.49% | 00.0% | Unchanged |
| Miller Investment Management, LP | 6,000 | $1.63M | 0.21% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,954 | $1.62M | 0.41% | +33+0.6% | Added |
| Highview Capital Management LLC | 5,896 | $1.60M | 0.72% | +5,896 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,829 | $1.58M | 0.68% | +248+4.4% | Added |
| Teamwork Financial Advisors, LLC | 5,816 | $1.58M | 0.24% | +4,527+351.2% | Added |
| Inceptionr LLC | 5,800 | $1.58M | 0.41% | +5,800 | New |
| Ameritas Advisory Services, LLC | 5,872 | $1.57M | 0.06% | −176−2.9% | Reduced |
| Jacobi Capital Management LLC | 5,765 | $1.57M | 0.14% | −38−0.7% | Reduced |
| UniSuper Management Pty Ltd | 5,722 | $1.56M | 0.01% | +4,239+285.8% | Added |
| Bryn Mawr Trust Co | 5,682 | $1.54M | 0.06% | +5,682 | New |
| Axxcess Wealth Management, LLC | 5,629 | $1.53M | 0.04% | +1,200+27.1% | Added |
| Prairie Wealth Advisors, Inc. | 5,621 | $1.53M | 0.72% | +5,621 | New |
| Wolverine Trading, LLC | 5,562 | $1.51M | 0.02% | −5,468−49.6% | Reduced |
| Martingale Asset Management L P | 5,561 | $1.51M | 0.03% | +5,561 | New |
| Norinchukin Bank, The | 5,560 | $1.51M | 0.05% | −81−1.4% | Reduced |
| Aberdeen Wealth Management LLC | 5,555 | $1.51M | 0.88% | −100−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 5,545 | $1.51M | 0.37% | +5,350+2,743.6% | Added |
| McDonald Partners LLC | 5,466 | $1.49M | 0.41% | +16+0.3% | Added |
| Ascent Wealth Partners, LLC | 5,599 | $1.47M | 0.22% | +1,621+40.7% | Added |
| Lipe & Dalton | 5,408 | $1.47M | 0.76% | −25−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,406 | $1.47M | 0.58% | −43−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 5,383 | $1.46M | 0.01% | −111−2.0% | Reduced |
| Bahl & Gaynor Inc | 5,359 | $1.46M | 0.01% | +459+9.4% | Added |
| Trust Investment Advisors | 5,322 | $1.45M | 1.04% | −166−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,309 | $1.44M | 0.10% | −449−7.8% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.44M | 1.97% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,259 | $1.43M | 0.03% | +3+0.1% | Added |
| Fiduciary Trust Co | 5,238 | $1.42M | 0.02% | +69+1.3% | Added |
| Kennedy Investment Group | 5,238 | $1.42M | 0.76% | −5−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 5,228 | $1.42M | 0.29% | −495−8.6% | Reduced |
| Siemens Fonds Invest GmbH | 5,180 | $1.41M | 0.11% | −65−1.2% | Reduced |
| Gilbert & Cook, Inc. | 5,154 | $1.40M | 0.19% | +80+1.6% | Added |
| Swiss Life Asset Management Ltd | 5,150 | $1.40M | 0.02% | −339−6.2% | Reduced |
| Plimoth Trust Co LLC | 5,147 | $1.40M | 0.37% | +1,900+58.5% | Added |
| APG Asset Management N.V. | 5,553 | $1.40M | 0.00% | +100+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 5,130 | $1.39M | 0.16% | −285−5.3% | Reduced |
| Premier Path Wealth Partners, LLC | 5,135 | $1.39M | 0.26% | +1,192+30.2% | Added |
| Marion Wealth Management | 5,121 | $1.39M | 0.42% | +55+1.1% | Added |
| Hudson Bay Capital Management LP | 5,116 | $1.39M | 0.01% | +5,116 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,104 | $1.39M | 0.04% | −12−0.2% | Reduced |
| BNP Paribas | 5,092 | $1.38M | 0.06% | +5,092 | New |
| CWM, LLC | 5,076 | $1.38M | 0.01% | −197−3.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,048 | $1.37M | 0.95% | −74−1.4% | Reduced |
| Brown Advisory Inc | 5,002 | $1.36M | 0.00% | +140+2.9% | Added |
| Garner Asset Management Corp | 4,987 | $1.36M | 0.69% | +462+10.2% | Added |
| Choate Investment Advisors | 4,970 | $1.35M | 0.04% | −10−0.2% | Reduced |
| Audent Global Asset Management, LLC | 4,960 | $1.35M | 1.38% | −1,444−22.5% | Reduced |
| Barden Capital Management, Inc. | 4,905 | $1.33M | 1.29% | −1,093−18.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,876 | $1.33M | 0.05% | −19−0.4% | Reduced |
| TD Private Client Wealth LLC | 4,874 | $1.32M | 0.04% | −392−7.4% | Reduced |
| Wealthfront Advisers LLC | 4,827 | $1.31M | 0.00% | +1,514+45.7% | Added |
| Emerald Advisers, LLC | 4,823 | $1.31M | 0.05% | −280−5.5% | Reduced |
| Waterfront Wealth Inc. | 4,974 | $1.30M | 0.36% | +221+4.6% | Added |