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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 4,782 | $1.30M | 0.07% | −1,120−19.0% | Reduced |
| Shapiro Capital Management LLC | 4,780 | $1.30M | 0.03% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 4,756 | $1.29M | 0.51% | +570+13.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,756 | $1.29M | 0.23% | −20,604−81.2% | Reduced |
| Ancora Advisors, LLC | 4,751 | $1.29M | 0.03% | −38−0.8% | Reduced |
| Secure Asset Management, LLC | 4,685 | $1.27M | 0.30% | +3,633+345.3% | Added |
| American National Bank | 4,680 | $1.27M | 0.17% | +4,200+875.0% | Added |
| Evergreen Wealth Solutions, LLC | 4,679 | $1.27M | 0.94% | −527−10.1% | Reduced |
| Byrne Asset Management LLC | 4,669 | $1.27M | 0.88% | +123+2.7% | Added |
| Alaethes Wealth LLC | 4,654 | $1.26M | 0.55% | −60−1.3% | Reduced |
| Daymark Wealth Partners, LLC | 4,605 | $1.25M | 0.07% | −44−0.9% | Reduced |
| 17 Capital Partners, LLC | 4,593 | $1.25M | 0.93% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,574 | $1.24M | 0.21% | +653+16.7% | Added |
| Neumann Capital Management, LLC | 4,557 | $1.24M | 0.44% | −400−8.1% | Reduced |
| Shelton Capital Management | 4,556 | $1.24M | 0.04% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 4,542 | $1.23M | 1.12% | −36−0.8% | Reduced |
| FIL Ltd | 4,540 | $1.23M | 0.00% | +313+7.4% | Added |
| Mirador Capital Partners LP | 4,532 | $1.23M | 0.24% | +685+17.8% | Added |
| NorthRock Partners, LLC | 4,525 | $1.23M | 0.05% | +677+17.6% | Added |
| Steel Peak Wealth Management LLC | 4,501 | $1.22M | 0.06% | +61+1.4% | Added |
| Stablepoint Partners, LLC | 4,460 | $1.21M | 0.25% | +1,304+41.3% | Added |
| Lowe Brockenbrough & Co Inc | 4,455 | $1.21M | 0.08% | −349−7.3% | Reduced |
| Degroof Petercam Asset Management | 4,400 | $1.20M | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 4,400 | $1.20M | 0.43% | +4,400 | New |
| Pictet & Cie (Europe) SA | 4,363 | $1.19M | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,362 | $1.19M | 0.00% | −168,177−97.5% | Reduced |
| Rakuten Investment Management, Inc. | 4,358 | $1.18M | 0.01% | +3,955+981.4% | Added |
| Venture Visionary Partners LLC | 4,317 | $1.17M | 0.06% | +47+1.1% | Added |
| Burns J W & Co Inc | 4,187 | $1.14M | 0.16% | +5+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 4,187 | $1.14M | 0.27% | −20−0.5% | Reduced |
| Ieq Capital, LLC | 4,163 | $1.13M | 0.02% | −599−12.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,162 | $1.13M | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,126 | $1.12M | 0.52% | +268+6.9% | Added |
| GAMMA Investing LLC | 4,104 | $1.12M | 0.23% | +1,024+33.2% | Added |
| First Horizon Advisors, Inc. | 4,091 | $1.11M | 0.03% | +333+8.9% | Added |
| Boston Private Wealth LLC | 4,079 | $1.11M | 0.02% | −85−2.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,037 | $1.10M | 0.05% | +480+13.5% | Added |
| Hantz Financial Services, Inc. | 4,005 | $1.09M | 0.02% | +181+4.7% | Added |
| Hoertkorn Richard Charles | 4,000 | $1.09M | 0.47% | 00.0% | Unchanged |
| Ally Financial Inc. | 4,000 | $1.09M | 0.15% | +4,000 | New |
| Quantinno Capital Management LP | 3,988 | $1.08M | 0.02% | +883+28.4% | Added |
| Boothbay Fund Management, LLC | 3,986 | $1.08M | 0.03% | −1,414−26.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,976 | $1.08M | 0.37% | +280+7.6% | Added |
| Resources Investment Advisors, LLC. | 3,974 | $1.08M | 0.02% | −3,077−43.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,950 | $1.07M | 0.05% | +241+6.5% | Added |
| Magnolia Capital Management Ltd | 3,945 | $1.07M | 0.91% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 3,935 | $1.07M | 0.06% | +464+13.4% | Added |
| Tower Research Capital LLC (TRC) | 3,925 | $1.07M | 0.03% | −15,414−79.7% | Reduced |
| First Hawaiian Bank | 3,885 | $1.06M | 0.03% | −73−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 3,838 | $1.04M | 0.03% | +207+5.7% | Added |
| Tranquility Partners, LLC | 3,806 | $1.03M | 0.40% | +674+21.5% | Added |
| Wellington Shields Capital Management, LLC | 3,795 | $1.03M | 0.19% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,699 | $1.01M | 0.01% | −5,912−61.5% | Reduced |
| Diamant Asset Management, Inc. | 3,695 | $1.00M | 0.70% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,694 | $1.00M | 0.89% | −19−0.5% | Reduced |
| First Command Advisory Services, Inc. | 3,696 | $1.00M | 0.01% | −397−9.7% | Reduced |
| Synergy Financial Management, LLC | 3,688 | $1.00M | 0.17% | −680−15.6% | Reduced |
| Brinker Capital Investments, LLC | 3,676 | $998.9K | 0.01% | +39+1.1% | Added |
| Orion Portfolio Solutions, LLC | 3,676 | $998.9K | 0.01% | +39+1.1% | Added |
| Harbor Investment Advisory, LLC | 3,631 | $986.7K | 0.10% | +1,678+85.9% | Added |
| HighPoint Advisor Group LLC | 3,811 | $986.0K | 0.07% | −28−0.7% | Reduced |
| Hancock Whitney Corp | 3,613 | $981.9K | 0.03% | −175−4.6% | Reduced |
| Prentice Wealth Management LLC | 3,600 | $978.3K | 0.34% | +139+4.0% | Added |
| Private Wealth Partners, LLC | 3,600 | $978.3K | 0.08% | +215+6.4% | Added |
| Spire Wealth Management | 3,591 | $975.9K | 0.03% | −505−12.3% | Reduced |
| Essex Investment Management Co LLC | 3,582 | $973.4K | 0.19% | −2,422−40.3% | Reduced |
| Waterloo Capital, L.P. | 3,565 | $968.8K | 0.12% | +755+26.9% | Added |
| Bessemer Group Inc | 3,551 | $965.0K | 0.00% | +194+5.8% | Added |
| Achmea Investment Management B.V. | 3,542 | $962.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,513 | $954.7K | 0.02% | −1,925−35.4% | Reduced |
| Capital Management Associates | 3,500 | $951.2K | 1.13% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,491 | $948.7K | 0.10% | +452+14.9% | Added |
| Dover Advisors, LLC | 3,486 | $947.4K | 0.65% | +775+28.6% | Added |
| Cipher Capital LP | 3,464 | $941.4K | 0.44% | +3,464 | New |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $937.6K | 0.63% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,436 | $933.9K | 0.09% | −397−10.4% | Reduced |
| Essex Financial Services, Inc. | 3,422 | $929.9K | 0.09% | −62−1.8% | Reduced |
| ELCO Management Co., LLC | 3,410 | $926.7K | 0.56% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,366 | $914.7K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 3,345 | $909.0K | 0.08% | −229−6.4% | Reduced |
| Parsons Capital Management Inc | 3,332 | $905.5K | 0.06% | −280−7.8% | Reduced |
| KCM Investment Advisors LLC | 3,325 | $903.6K | 0.03% | +457+15.9% | Added |
| Empowered Funds, LLC | 3,316 | $901.2K | 0.02% | +1,377+71.0% | Added |
| BTG Pactual Global Asset Management Ltd | 3,309 | $899.3K | 0.29% | +3,309 | New |
| Atlas Brown,Inc. | 3,307 | $898.7K | 0.33% | +10.0% | Added |
| NewEdge Wealth, LLC | 3,502 | $889.8K | 0.02% | +1,264+56.5% | Added |
| QRG Capital Management, Inc. | 3,265 | $887.2K | 0.01% | +360+12.4% | Added |
| Laraway Financial Inc | 3,240 | $880.5K | 0.78% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,230 | $878.0K | 0.01% | +980+43.6% | Added |
| Public Sector Pension Investment Board | 3,200 | $869.6K | 0.01% | 00.0% | Unchanged |
| TLWM | 3,191 | $867.2K | 0.19% | −85−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,179 | $863.9K | 0.01% | +218+7.4% | Added |
| Montag A & Associates Inc | 3,169 | $861.2K | 0.04% | −3,577−53.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $859.0K | 0.01% | +242+8.3% | Added |
| Independent Advisor Alliance | 3,158 | $858.3K | 0.03% | +350+12.5% | Added |
| CAPROCK Group, Inc. | 3,153 | $857.0K | 0.05% | +336+11.9% | Added |
| Tectonic Advisors LLC | 3,130 | $850.7K | 0.06% | +227+7.8% | Added |
| Summit Trail Advisors, LLC | 3,125 | $849.3K | 0.02% | +973+45.2% | Added |
| Twin Tree Management, LP | 3,119 | $847.6K | 0.02% | −21,926−87.5% | Reduced |
| Haverford Trust Co | 3,097 | $841.6K | 0.01% | −33−1.1% | Reduced |