Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding Constellation Brands, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of STZ: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,323201,342+39
Shares145.9M878.8K145.8M+768.8K (+0.5%)
Value$39.6B$238.8M$37.5B−$1.90B (−4.8%)

20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held Constellation Brands, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 124 by value.

Institutions new to STZ in Q2 2024
InstitutionSharesValue% of portfolio
Manning & Napier Advisors LLC464,063$119.4M1.35%
J. Goldman & Co LP431,859$111.1M4.13%
Ilex Capital Partners (UK) LLP255,346$65.7M6.73%
Coho Partners, Ltd.202,109$52.0M1.81%
Holocene Advisors, LP194,416$50.0M0.21%
Interval Partners, LP74,370$19.1M0.56%
Sanctuary Advisors, LLC62,786$16.3M0.12%
Citizens Financial Group Inc45,922$11.8M0.26%
Corebridge Financial, Inc.39,899$10.3M0.06%
HRT Financial LP35,625$9.16M0.05%
Landscape Capital Management, L.L.C.29,860$7.68M0.65%
Stony Point Capital LLC27,711$7.13M1.83%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)27,479$7.07M0.08%
Mirae Asset Global ETFs Holdings Ltd.25,155$6.47M0.02%
Simplex Trading, LLC23,607$6.07M0.20%
Lee Danner & Bass Inc17,625$4.54M0.35%
NFJ Investment Group, LLC15,109$3.89M0.12%
Elevatus Welath Management13,492$3.47M1.30%
Atlantic Union Bankshares Corp12,468$3.21M0.20%
Mizuho Securities USA LLC12,409$3.19M0.07%
MBB Public Markets I LLC12,045$3.10M0.06%
Souders Financial Advisors11,919$3.07M0.46%
J. Safra Sarasin Holding AG10,455$2.69M0.05%
Winton Group Ltd9,083$2.34M0.16%
Virtu Financial LLC6,361$1.64M0.11%
Platform Technology Partners5,882$1.51M0.52%
Scientech Research LLC5,852$1.51M0.31%
Stevens Capital Management LP5,779$1.49M0.50%
Dynamic Technology Lab Private Ltd5,741$1.48M0.17%
Omers Administration Corp5,706$1.47M0.01%
BTG Pactual Asset Management US LLC5,699$1.47M0.37%
Paradigm Asset Management Co LLC5,200$1.34M0.37%
Natixis5,167$1.33M0.01%
Mattson Financial Services, LLC4,677$1.20M0.43%
Susquehanna Fundamental Investments, LLC4,300$1.11M0.03%
La Banque Postale Asset Management SA4,274$1.10M0.05%
FORA Capital, LLC4,066$1.05M0.13%
Aviso Financial Inc.3,941$1.01M0.06%
ISAM Funds (UK) Ltd3,485$896.6K0.67%
Portman Square Capital LLP3,461$890.4K0.30%
Fox Run Management, L.L.C.3,352$862.4K0.16%
Schroder Investment Management Group3,258$838.2K0.00%
Leo Wealth, LLC3,224$829.2K0.08%
Neo Ivy Capital Management3,124$804.0K0.16%
Oder Investment Management, LLC3,046$783.6K0.71%
Cumberland Partners Ltd3,035$780.8K0.06%
nVerses Capital, LLC2,900$746.1K0.45%
Brown Financial Advisors2,761$710.4K0.32%
Legacy Advisors, LLC2,734$703.4K0.09%
Kings Path Partners LLC2,716$698.8K0.33%
Prelude Capital Management, LLC2,649$681.5K0.06%
StoneX Group Inc.2,497$642.4K0.05%
Brevan Howard Capital Management LP2,387$614.1K0.04%
Relative Value Partners Group, LLC2,067$531.8K0.07%
Tudor Investment Corp Et Al2,019$519.4K0.01%
Pensionmark Financial Group, LLC1,867$480.4K0.03%
Bayesian Capital Management, LP1,800$463.1K0.05%
Okabena Investment Services Inc1,770$455.4K0.14%
Quadcap Wealth Management, LLC1,726$444.3K0.08%
Meridian Wealth Management, LLC1,707$439.2K0.05%
Frank, Rimerman Advisors LLC1,646$423.5K0.03%
Legacy Capital Wealth Partners, LLC1,581$406.8K0.10%
M Holdings Securities, Inc.1,443$371.0K0.05%
Paloma Partners Management Co1,388$357.1K0.03%
Lion Street Advisors, LLC1,384$356.1K0.13%
Wiley Bros.-Aintree Capital, LLC1,364$350.9K0.02%
AA Financial Advisors, LLC1,322$340.1K0.12%
Summit Financial, LLC1,273$327.6K0.01%
Hardy Reed LLC1,239$318.8K0.03%
Strategic Financial Services, Inc,1,196$307.7K0.02%
Perpetual Ltd1,136$292.3K0.00%
Coppell Advisory Solutions LLC1,096$281.9K0.05%
Freestone Capital Holdings, LLC1,048$269.7K0.01%
Ashton Thomas Securities, LLC1,032$260.2K0.06%
Capital Investment Advisors, LLC999$257.1K0.01%
Strategic Investment Solutions, Inc.1,107$253.3K0.08%
Tradewinds, LLC.945$243.1K0.07%
Interchange Capital Partners, LLC941$241.9K0.09%
Accel Wealth Management911$234.5K0.09%
Beacon Financial Group900$231.6K0.03%
Diversified Trust Co875$225.1K0.01%
Group One Trading, L.P.864$222.3K0.01%
Baader Bank INC875$221.9K0.02%
F/M Investments LLC814$209.4K0.01%
Chesapeake Capital Corp786$202.2K0.27%
SageView Advisory Group, LLC785$201.9K0.01%
Family Firm, Inc.714$183.8K0.04%
Beach Investment Counsel Inc600$154.0K0.02%
Westpac Banking Corp536$137.9K0.01%
Cromwell Holdings LLC425$109.3K0.07%
ORG Partners LLC303$77.7K0.01%
Fairfield Financial Advisors, LTD221$56.8K0.02%
Chris Bulman Inc211$54.3K0.04%
BOK Financial Private Wealth, Inc.168$43.2K0.00%
Vista Private Wealth Partners. LLC165$42.4K0.02%
Liberty Wealth Management LLC42,379$42.0K0.01%
Ashton Thomas Private Wealth, LLC141$36.3K0.00%
Opal Wealth Advisors, LLC139$35.8K0.01%
Financial Network Wealth Advisors LLC130$33.4K0.02%
Washington Trust Advisors, Inc.125$32.2K0.00%

Sold out (85)

Institutions that held Constellation Brands, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of STZ in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Elliott Investment Management L.P.SuperinvestorElliott Investment Management507,000$137.8M
Junto Capital Management LP478,427$130.0M
Palestra Capital Management LLC414,990$112.8M
TOMS Capital Investment Management LP337,000$91.6M
Scopus Asset Management, L.P.230,000$62.5M
Rokos Capital Management LLP197,627$53.7M
Atreides Management, LP167,641$45.6M
Mane Global Capital Management LP108,827$29.6M
Varma Mutual Pension Insurance Co41,100$11.2M
American International Group, Inc.40,744$11.1M
Texas Permanent School Fund33,251$9.04M
Factory Mutual Insurance Co30,800$8.37M
Alberta Investment Management Corp29,298$7.96M
Quantitative Investment Management, LLC27,855$7.57M
Point72 Asset Management, L.P.22,551$6.13M
Chiron Investment Management, LLC21,899$5.95M
Parkside Investments, LLC15,488$4.21M
Meridian Management Co12,023$3.27M
Entropy Technologies, LP7,903$2.15M
Metropolitan Life Insurance Co6,487$1.76M
Bellwether Advisors, LLC6,249$1.70M
Inceptionr LLC5,800$1.58M
Capital Group Investment Management Pte. Ltd.4,756$1.29M
Boothbay Fund Management, LLC3,986$1.08M
Lincoln National Corp2,802$761.4K
Maven Securities LTD2,193$596.0K
Man Group plc1,959$532.4K
BBR Partners, LLC1,625$441.6K
Armistice Capital, LLC1,566$425.6K
Maverick Capital LtdSuperinvestorMaverick Capital1,292$351.1K
Capula Management Ltd1,274$346.2K
Northwest Bancshares, Inc.1,238$336.4K
NWF Advisory Services Inc.1,168$317.5K
Graham Capital Management, L.P.1,160$315.2K
Brandywine Oak Private Wealth LLC1,157$314.4K
Dorsey & Whitney Trust CO LLC1,018$276.7K
Aspiriant, LLC1,016$276.1K
Evoke Wealth, LLC862$234.4K
Castle Rock Wealth Management, LLC913$231.8K
WNY Asset Management, LLC850$231.0K
Ballast, Inc.850$231.0K
Buckingham Strategic Partners847$230.3K
Fortis Advisors, LLC831$225.8K
Redhawk Wealth Advisors, Inc.815$221.5K
Fortis Group Advisors, LLC811$220.4K
Probity Advisors, Inc.806$219.0K
Financial Council Asset Management Inc803$218.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management799$217.0K
ProVise Management Group, LLC795$216.0K
Clarius Group, LLC792$215.2K
LBMC Investment Advisors, LLC775$210.6K
Franklin Street Advisors Inc770$209.0K
Gallagher Fiduciary Advisors, LLC762$207.1K
Modera Wealth Management, LLC761$206.8K
Holistic Financial Partners758$206.0K
Benin Management CORP758$206.0K
Naviter Wealth, LLC751$204.1K
Alpha Family Trust750$203.8K
BEAM Asset Management, LLC750$203.8K
Insight Advisors, LLC744$202.2K
Brendel Financial Advisors LLC745$202.0K
Healthcare of Ontario Pension Plan Trust Fund741$201.4K
IMS Capital Management738$200.6K
Nwam LLC750$200.5K
Forza Wealth Management, LLC736$200.0K
China Universal Asset Management Co., Ltd.713$193.8K
Goodman Advisory Group, LLC417$113.3K
Western Pacific Wealth Management, LP242$65.8K
FRG Family Wealth Advisors LLC225$57.0K
Northwest Investment Counselors, LLC170$46.2K
Truvestments Capital LLC167$45.3K
EntryPoint Capital, LLC59$16.0K
Wetzel Investment Advisors, Inc.44$11.4K
1832 Asset Management L.P.25$6.79K
Pacifica Partners Inc.24$6.49K
Mendota Financial Group, LLC19$5.29K
CoreFirst Bank & Trust17$4.62K
Versant Capital Management, Inc13$3.53K
LifeSteps Financial, Inc.11$2.99K
Oliver Lagore Vanvalin Investment Group10$2.72K
Impact Partnership Wealth, LLC8$2.19K
Granite FO LLC8$1.92K
First Pacific Financial7$1.90K
Quest Partners LLC4$1.09K
Financial Synergies Wealth Advisors, Inc.3$816

Not filed for Q2 2024 yet (20)

Institutions that held Constellation Brands, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Manning & Napier Group, LLC465,867$126.6M
Credit Suisse AG230,915$62.8M
Connectus Wealth, LLC105,944$28.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund29,879$8.12M
American National Bank & Trust Co18,910$5.14M
Pflug Koory, LLC6,728$1.83M
Degroof Petercam Asset Management4,400$1.20M
Credential Qtrade Securities Inc.3,935$1.07M
Cipher Capital LP3,464$941.4K
BTG Pactual Global Asset Management Ltd3,309$899.3K
Centurion Wealth Management LLC1,160$315.2K
Coppell Advisory Solutions Corp.1,038$282.0K
InterOcean Capital Group, LLC858$233.2K
Ziegler Capital Management, LLC830$225.6K
Tactive Advisors, LLC800$217.4K
Cutler Group LP354$96.0K
Cambridge Trust Co150$40.8K
Retirement Group, LLC147$40.0K
Highlander Capital Management, LLC–$19.9K
FSA Wealth Management LLC69$18.8K