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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 2,108 | $572.9K | 0.05% | −88−4.0% | Reduced |
| Cooper/Haims Advisors, LLC | 2,103 | $571.5K | 0.33% | 00.0% | Unchanged |
| Navalign, LLC | 2,100 | $570.8K | 0.19% | +73+3.6% | Added |
| Retirement Planning Co of New England, Inc. | 2,064 | $560.9K | 0.31% | −10−0.5% | Reduced |
| Swedbank AB | 2,063 | $560.6K | 0.00% | +2,063 | New |
| Arcataur Capital Management LLC | 2,057 | $559.0K | 0.20% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,053 | $557.9K | 0.16% | +30+1.5% | Added |
| Proequities, Inc. | 2,042 | $554.9K | 0.04% | +1,098+116.3% | Added |
| Wambolt & Associates, LLC | 2,085 | $554.7K | 0.17% | −2,590−55.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,033 | $552.5K | 0.15% | −280−12.1% | Reduced |
| Charter Research & Investment Group, Inc. | 2,031 | $551.9K | 0.44% | +210+11.5% | Added |
| Wetherby Asset Management Inc | 2,029 | $551.4K | 0.03% | −31−1.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,028 | $551.0K | 0.05% | −1,405−40.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,002 | $544.1K | 0.06% | −3,016−60.1% | Reduced |
| Community Bank, N.A. | 2,000 | $543.5K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,983 | $538.9K | 0.08% | +296+17.5% | Added |
| Independent Financial Group, LLC | 1,980 | $538.1K | 0.02% | +45+2.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,970 | $535.4K | 0.04% | −2,130−52.0% | Reduced |
| Checchi Capital Advisers, LLC | 1,967 | $534.6K | 0.04% | −14−0.7% | Reduced |
| Syon Capital LLC | 1,960 | $532.7K | 0.05% | +35+1.8% | Added |
| Man Group plc | 1,959 | $532.4K | 0.00% | −42,616−95.6% | Reduced |
| Symmetry Partners, LLC | 1,954 | $531.0K | 0.04% | +684+53.9% | Added |
| Intellectus Partners, LLC | 1,953 | $530.9K | 0.14% | −1,559−44.4% | Reduced |
| Wealth Alliance | 1,937 | $526.3K | 0.07% | −69−3.4% | Reduced |
| Independence Bank of Kentucky | 1,934 | $525.6K | 0.16% | +468+31.9% | Added |
| Brown Brothers Harriman & Co | 1,923 | $522.6K | 0.00% | −835−30.3% | Reduced |
| RDA Financial Network | 1,923 | $522.6K | 0.18% | +44+2.3% | Added |
| Beaumont Financial Advisors, LLC | 1,921 | $522.1K | 0.04% | +6+0.3% | Added |
| Vident Advisory, LLC | 1,918 | $521.3K | 0.01% | +145+8.2% | Added |
| Berkeley Capital Partners, LLC | 1,877 | $510.1K | 0.16% | +24+1.3% | Added |
| WBH Advisory Inc | 1,876 | $509.8K | 0.05% | −11−0.6% | Reduced |
| Nvest Financial, LLC | 1,874 | $509.4K | 0.34% | −213−10.2% | Reduced |
| Armbruster Capital Management, Inc. | 1,874 | $509.3K | 0.11% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,874 | $509.3K | 0.03% | +62+3.4% | Added |
| Profund Advisors LLC | 1,873 | $509.0K | 0.02% | −347−15.6% | Reduced |
| Legacy Bridge, LLC | 1,866 | $507.1K | 0.30% | −100−5.1% | Reduced |
| Curbstone Financial Management Corp | 1,864 | $506.6K | 0.11% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,843 | $500.9K | 0.07% | −57−3.0% | Reduced |
| Inscription Capital, LLC | 1,825 | $496.0K | 0.08% | +765+72.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,823 | $495.4K | 0.02% | +364+24.9% | Added |
| Morningstar Investment Services LLC | 1,814 | $494.0K | 0.01% | −1,601−46.9% | Reduced |
| XTX Topco Ltd | 1,775 | $482.4K | 0.07% | −1,329−42.8% | Reduced |
| D.B. Root & Company, LLC | 1,756 | $477.2K | 0.16% | +1,756 | New |
| J.W. Cole Advisors, Inc. | 1,751 | $475.9K | 0.02% | +65+3.9% | Added |
| HB Wealth Management, LLC | 1,747 | $474.9K | 0.01% | +166+10.5% | Added |
| Scholtz & Company, LLC | 1,743 | $473.7K | 0.21% | +1,743 | New |
| Harbour Investments, Inc. | 1,741 | $473.1K | 0.02% | +59+3.5% | Added |
| Ameritas Investment Partners, Inc. | 1,740 | $472.9K | 0.02% | −56−3.1% | Reduced |
| Diversify Advisory Services, LLC | 1,771 | $471.1K | 0.03% | +1,771 | New |
| Cigna Investments Inc | 1,724 | $468.0K | 0.09% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,758 | $465.7K | 0.20% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,713 | $465.5K | 0.08% | −238−12.2% | Reduced |
| InTrack Investment Management Inc | 1,712 | $465.3K | 0.35% | +1,712 | New |
| Bluesphere Advisors, LLC | 1,700 | $462.0K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,690 | $459.3K | 0.05% | −2,980−63.8% | Reduced |
| Ellevest, Inc. | 1,686 | $458.2K | 0.03% | +31+1.9% | Added |
| Tempus Wealth Planning, LLC | 1,666 | $452.7K | 0.20% | −6−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,657 | $450.3K | 0.00% | +1,650+23,571.4% | Added |
| AlphaCore Capital LLC | 1,653 | $449.2K | 0.12% | −36−2.1% | Reduced |
| Mutual Advisors, LLC | 1,651 | $448.5K | 0.01% | +27+1.7% | Added |
| EverSource Wealth Advisors, LLC | 1,750 | $443.4K | 0.03% | +96+5.8% | Added |
| Jaffetilchin Investment Partners, LLC | 1,629 | $442.7K | 0.04% | −59−3.5% | Reduced |
| BBR Partners, LLC | 1,625 | $441.6K | 0.04% | +1,625 | New |
| Tiemann Investment Advisors, LLC | 1,620 | $440.3K | 0.20% | +35+2.2% | Added |
| Hartford Funds Management Co LLC | 1,618 | $439.7K | 0.04% | −136−7.8% | Reduced |
| Angeles Investment Advisors, LLC | 1,613 | $438.3K | 0.02% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,611 | $437.7K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 1,606 | $436.4K | 0.07% | +6+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,597 | $434.1K | 0.07% | −180−10.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,595 | $433.5K | 0.09% | +30+1.9% | Added |
| Financial Advocates Investment Management | 1,593 | $432.9K | 0.03% | −168−9.5% | Reduced |
| Skopos Labs, Inc. | 1,616 | $429.9K | 0.18% | −54−3.2% | Reduced |
| Riverview Trust Co | 1,577 | $428.6K | 0.33% | 00.0% | Unchanged |
| Planning Directions Inc | 1,572 | $427.1K | 0.30% | −307−16.3% | Reduced |
| Logan Capital Management Inc | 1,568 | $426.1K | 0.02% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,566 | $425.6K | 0.01% | −126,302−98.8% | Reduced |
| Kovack Advisors, Inc. | 1,566 | $425.5K | 0.05% | −71−4.3% | Reduced |
| Nova R Wealth, Inc. | 1,560 | $423.9K | 0.22% | +600+62.5% | Added |
| XML Financial, LLC | 1,544 | $419.6K | 0.04% | +5+0.3% | Added |
| Mayflower Financial Advisors, LLC | 1,537 | $417.7K | 0.07% | −42−2.7% | Reduced |
| Sandy Cove Advisors, LLC | 1,531 | $416.1K | 0.19% | +20+1.3% | Added |
| Cladis Investment Advisory, LLC | 1,525 | $414.5K | 0.30% | +10+0.7% | Added |
| Visionary Wealth Advisors | 1,508 | $409.8K | 0.03% | +39+2.7% | Added |
| Flagship Harbor Advisors, LLC | 1,506 | $409.3K | 0.03% | −39−2.5% | Reduced |
| Johnson Investment Counsel Inc | 1,501 | $407.9K | 0.00% | −663−30.6% | Reduced |
| Nikulski Financial, Inc. | 1,500 | $407.6K | 0.14% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,500 | $407.6K | 0.00% | +300+25.0% | Added |
| Arrow Financial Corp | 1,496 | $406.6K | 0.04% | −229−13.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,476 | $401.3K | 0.02% | +121+8.9% | Added |
| Lake Street Financial LLC | 1,474 | $400.6K | 0.06% | −280−16.0% | Reduced |
| Keynote Financial Services LLC | 1,457 | $396.0K | 0.33% | +1,457 | New |
| Tributary Capital Management, LLC | 1,456 | $395.7K | 0.03% | −569−28.1% | Reduced |
| Diametric Capital, LP | 1,452 | $394.6K | 0.22% | −589−28.9% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $391.1K | 0.31% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,437 | $390.6K | 0.25% | +271+23.2% | Added |
| Delta Financial Group, Inc. | 1,430 | $389.0K | 0.11% | −95−6.2% | Reduced |
| Oxford Financial Group Ltd | 1,426 | $387.5K | 0.03% | +45+3.3% | Added |
| Spinnaker Trust | 1,417 | $385.1K | 0.02% | −124−8.0% | Reduced |
| Wilkinson Global Asset Management LLC | 1,405 | $381.8K | 0.02% | −900−39.0% | Reduced |
| Spirit of America Management Corp | 1,400 | $380.5K | 0.08% | 00.0% | Unchanged |