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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 3,086 | $838.8K | 0.14% | +275+9.8% | Added |
| Forte Capital LLC | 3,074 | $835.4K | 0.10% | −15−0.5% | Reduced |
| Intrust Bank NA | 3,062 | $832.1K | 0.09% | −103−3.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,060 | $831.6K | 0.28% | −100−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,055 | $830.0K | 0.02% | −7,383−70.7% | Reduced |
| NEOS Investment Management LLC | 3,028 | $822.9K | 0.05% | +901+42.4% | Added |
| Everpar Advisors LLC | 3,023 | $821.5K | 0.50% | −887−22.7% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $815.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,982 | $810.4K | 0.40% | +346+13.1% | Added |
| Blackhawk Capital Partners LLC. | 2,955 | $803.1K | 0.50% | +238+8.8% | Added |
| Arlington Trust Co LLC | 2,900 | $788.1K | 0.20% | −9−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 2,887 | $784.6K | 0.08% | +46+1.6% | Added |
| Bleakley Financial Group, LLC | 2,869 | $779.5K | 0.02% | +154+5.7% | Added |
| Burns Matteson Capital Management, LLC | 2,866 | $778.9K | 0.50% | +367+14.7% | Added |
| Simplicity Wealth,LLC | 2,863 | $777.9K | 0.02% | +2,863 | New |
| NBC Securities, Inc. | 2,858 | $776.0K | 0.07% | −699−19.7% | Reduced |
| IHT Wealth Management, LLC | 2,843 | $772.7K | 0.03% | +132+4.9% | Added |
| Baker Tilly Wealth Management, LLC | 2,843 | $772.6K | 0.14% | −96−3.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,840 | $771.8K | 0.22% | −70−2.4% | Reduced |
| HMS Capital Management, LLC | 2,827 | $768.2K | 0.43% | −155−5.2% | Reduced |
| Veriti Management LLC | 2,804 | $762.0K | 0.06% | +574+25.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,864 | $761.8K | 0.45% | +210+7.9% | Added |
| Raymond James Trust N.A. | 2,803 | $761.7K | 0.02% | −562−16.7% | Reduced |
| First Citizens Bank & Trust Co | 2,802 | $761.5K | 0.01% | +2,802 | New |
| Lincoln National Corp | 2,802 | $761.4K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 2,796 | $759.8K | 0.24% | −35−1.2% | Reduced |
| Old Port Advisors | 2,791 | $758.6K | 0.23% | −10−0.4% | Reduced |
| Copperwynd Financial, LLC | 2,779 | $755.3K | 0.27% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,778 | $755.1K | 0.01% | +109+4.1% | Added |
| Ci Investments Inc. | 2,775 | $754.0K | 0.00% | +361+15.0% | Added |
| HBW Advisory Services LLC | 3,100 | $750.0K | 0.14% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,747 | $746.5K | 0.12% | −10−0.4% | Reduced |
| Apollon Wealth Management, LLC | 2,740 | $744.6K | 0.02% | −410−13.0% | Reduced |
| Schear Investment Advisers, LLC | 2,737 | $743.8K | 0.60% | +215+8.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,862 | $743.4K | 0.01% | +7+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,733 | $743.0K | 0.01% | −155−5.4% | Reduced |
| Glenmede Trust Co NA | 2,720 | $739.2K | 0.00% | +622+29.6% | Added |
| Douglass Winthrop Advisors, LLC | 2,707 | $735.7K | 0.02% | +155+6.1% | Added |
| Banque Cantonale Vaudoise | 2,699 | $734.0K | 0.03% | +2,699 | New |
| Patten Group, Inc. | 2,664 | $724.0K | 0.18% | +240+9.9% | Added |
| Investment Management Corp of Ontario | 2,655 | $721.5K | 0.02% | −1,200−31.1% | Reduced |
| Roanoke Asset Management Corp | 2,650 | $720.0K | 0.24% | +100+3.9% | Added |
| LVW Advisors, LLC | 2,649 | $719.9K | 0.12% | −28−1.0% | Reduced |
| Morningstar Investment Management LLC | 2,639 | $717.0K | 0.08% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 2,626 | $713.6K | 0.19% | −600−18.6% | Reduced |
| Empirical Finance, LLC | 2,612 | $709.8K | 0.04% | −9−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 2,600 | $706.6K | 0.06% | −351−11.9% | Reduced |
| Personal Cfo Solutions, LLC | 2,597 | $705.8K | 0.11% | +170+7.0% | Added |
| Ballentine Partners, LLC | 2,588 | $703.3K | 0.01% | +146+6.0% | Added |
| Gateway Investment Advisers LLC | 2,572 | $699.0K | 0.01% | +27+1.1% | Added |
| Sterling Investment Counsel, LLC | 2,564 | $696.8K | 0.32% | +120+4.9% | Added |
| Principal Securities, Inc. | 2,546 | $691.9K | 0.02% | +835+48.8% | Added |
| RSM US Wealth Management LLC | 2,539 | $690.1K | 0.02% | +128+5.3% | Added |
| Wedbush Securities Inc | 2,530 | $687.0K | 0.03% | +234+10.2% | Added |
| Intact Investment Management Inc. | 2,500 | $679.4K | 0.03% | −100−3.8% | Reduced |
| Cornerstone Advisory, LLC | 2,486 | $675.6K | 0.10% | +21+0.9% | Added |
| Anchor Investment Management, LLC | 2,472 | $671.8K | 0.07% | +150+6.5% | Added |
| Tufton Capital Management | 2,458 | $668.0K | 0.13% | +675+37.9% | Added |
| Grove Bank & Trust | 2,456 | $667.4K | 0.11% | +2,145+689.7% | Added |
| We Are One Seven, LLC | 2,453 | $666.6K | 0.03% | −149−5.7% | Reduced |
| Washington Capital Management Inc | 2,450 | $665.8K | 0.54% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,444 | $664.2K | 0.13% | +2,444 | New |
| Allworth Financial LP | 2,424 | $658.8K | 0.00% | −124−4.9% | Reduced |
| Arnhold LLC | 2,400 | $652.2K | 0.07% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,363 | $642.2K | 0.66% | +11+0.5% | Added |
| Athena Investment Management | 2,362 | $641.9K | 0.39% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,349 | $638.4K | 0.03% | +97+4.3% | Added |
| Horizon Investments, LLC | 2,354 | $637.2K | 0.02% | +164+7.5% | Added |
| Equitable Holdings, Inc. | 2,336 | $634.8K | 0.01% | +51+2.2% | Added |
| Stratos Wealth Advisors, LLC | 2,328 | $632.7K | 0.04% | +123+5.6% | Added |
| Bragg Financial Advisors, Inc | 2,315 | $629.1K | 0.03% | −191−7.6% | Reduced |
| Park National Corp | 2,310 | $627.8K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,299 | $624.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,268 | $616.4K | 0.10% | +600+36.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $613.6K | 0.17% | +10+0.4% | Added |
| Greenleaf Trust | 2,247 | $610.6K | 0.01% | +11+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 2,242 | $609.3K | 0.03% | +550+32.5% | Added |
| Ritholtz Wealth Management | 2,238 | $608.2K | 0.02% | −176−7.3% | Reduced |
| Prospera Financial Services Inc | 2,236 | $608.1K | 0.02% | +6+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 2,228 | $605.5K | 0.05% | +12+0.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,218 | $602.8K | 0.02% | +2,218 | New |
| Texas Yale Capital Corp. | 2,214 | $601.7K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,210 | $600.6K | 0.23% | −46−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 2,209 | $600.3K | 0.03% | −61−2.7% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $597.9K | 0.19% | 00.0% | Unchanged |
| Maven Securities LTD | 2,193 | $596.0K | 0.04% | +627+40.0% | Added |
| SpiderRock Advisors, LLC | 2,223 | $592.1K | 0.02% | +2,223 | New |
| Harbor Capital Advisors, Inc. | 2,167 | $589.0K | 0.08% | −157−6.8% | Reduced |
| Headinvest, LLC | 2,160 | $587.0K | 0.11% | +293+15.7% | Added |
| Knollwood Investment Advisory, LLC | 2,158 | $586.5K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,147 | $583.5K | 0.25% | +2,147 | New |
| Brown, Lisle/Cummings, Inc. | 2,145 | $582.9K | 0.20% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,144 | $582.7K | 0.03% | +142+7.1% | Added |
| Allred Capital Management, LLC | 2,143 | $582.5K | 0.23% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,140 | $581.6K | 0.04% | +476+28.6% | Added |
| Jupiter Wealth Management LLC | 2,250 | $581.3K | 0.31% | +2,250 | New |
| Shelton Wealth Management, LLC | 2,138 | $581.2K | 0.37% | −95−4.3% | Reduced |
| Global Retirement Partners, LLC | 2,139 | $581.2K | 0.02% | +120+5.9% | Added |
| International Assets Investment Management, LLC | 2,162 | $575.1K | 0.06% | −183−7.8% | Reduced |
| Cozad Asset Management Inc | 2,115 | $574.8K | 0.06% | 00.0% | Unchanged |