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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; 1,038 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, Q2 2024

Institutional positions in Constellation Brands, Inc. as of Jun 30, 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
1,342
+39 vs. Q1 2024
Shares held
145.8M
+768.8K (+0.5%) vs. Q1 2024
Total value
$37.5B
−$1.90B (−4.8%) vs. Q1 2024
New holders
124
535 more added
Sold out
85
468 more reduced

20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,342 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ2 2024: $37.5B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2024.

Institutions holding STZ in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$50.00%0Unchanged
Creekmur Asset Management LLC1$1820.00%00.0%Unchanged
NVWM, LLC1$2570.00%−2−66.7%Reduced
WestEnd Advisors, LLC1$2570.00%00.0%Unchanged
Redwood Wealth Management Group, LLC1$2570.00%+1New
Cherry Tree Wealth Management, LLC1$2580.00%00.0%Unchanged
Sound Income Strategies, LLC2$5150.00%00.0%Unchanged
ClariVest Asset Management LLC3$7680.00%00.0%Unchanged
Core Alternative Capital3$7720.00%00.0%Unchanged
Hoey Investments, Inc3$7720.00%+3New
Plante Moran Financial Advisors, LLC4$1.03K0.00%00.0%Unchanged
PSI Advisors, LLC4$1.03K0.00%00.0%Unchanged
Barrett & Company, Inc.5$1.29K0.00%00.0%Unchanged
Atwood & Palmer Inc5$1.29K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc5$1.29K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC5$1.29K0.00%+5New
RFP Financial Group LLC6$1.54K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC6$1.54K0.00%+6New
Qube Research & Technologies Ltd7$1.80K0.00%−98,765−100.0%Reduced
Delta Asset Management LLC7$1.80K0.00%00.0%Unchanged
Fairman Group, LLC7$1.80K0.00%00.0%Unchanged
Fairway Wealth LLC7$1.80K0.00%+7New
Trifecta Capital Advisors, LLC8$2.06K0.00%00.0%Unchanged
REAP Financial Group, LLC8$2.08K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC8$2.17K0.00%+8New
Game Plan Financial Advisors, LLC10$2.57K0.00%00.0%Unchanged
Colonial Trust Advisors10$2.57K0.00%−8−44.4%Reduced
VitalStone Financial, LLC10$2.57K0.00%00.0%Unchanged
Tortoise Investment Management, LLC10$2.57K0.00%00.0%Unchanged
Cedar Wealth Management, LLC10$2.57K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC10$2.57K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$2.57K0.00%00.0%Unchanged
Tidemark, LLC10$2.57K0.00%00.0%Unchanged
Horizon Financial Services, LLC10$2.59K0.00%00.0%Unchanged
Fairscale Capital, LLC11$2.73K0.00%+11New
Laffer Tengler Investments12$2.97K0.00%+4+50.0%Added
Pacific Capital Wealth Advisors, Inc12$3.09K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC12$3.09K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$3.09K0.00%+2+20.0%Added
Cape Investment Advisory, Inc.12$3.17K0.00%00.0%Unchanged
Aspire Private Capital, LLC13$3.23K0.00%00.0%Unchanged
Tucker Asset Management LLC13$3.35K0.00%+9+225.0%Added
Highline Wealth Partners LLC13$3.37K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.14$3.60K0.00%00.0%Unchanged
Triad Wealth Partners, LLC15$3.86K0.00%+15New
DiNuzzo Private Wealth, Inc.15$3.86K0.00%+4+36.4%Added
Avion Wealth16$4.00K0.00%00.0%Unchanged
Penserra Capital Management LLC15$4.00K0.00%00.0%Unchanged
Dunhill Financial, LLC16$4.01K0.00%+4+33.3%Added
Lynx Investment Advisory17$4.37K0.00%+17New
Pension & Wealth Management Advisors, Inc.20$5.18K0.00%00.0%Unchanged
Ogorek Anthony Joseph24$6.00K0.00%−6−20.0%Reduced
Rocky Mountain Advisers, LLC24$6.17K0.00%+24New
Centennial Bank25$6.43K0.00%−10−28.6%Reduced
IAG Wealth Partners, LLC25$6.43K0.00%00.0%Unchanged
Cornerstone Planning Group LLC31$7.33K0.00%−29−48.3%Reduced
EdgeRock Capital LLC29$7.46K0.01%+29New
CarsonAllaria Wealth Management, Ltd.32$8.22K0.01%+1+3.2%Added
Bogart Wealth, LLC36$9.26K0.00%−15−29.4%Reduced
HighMark Wealth Management LLC36$9.28K0.01%−25−41.0%Reduced
Meeder Asset Management Inc38$9.78K0.00%−1−2.6%Reduced
Mascoma Wealth Management LLC38$9.78K0.00%00.0%Unchanged
WR Wealth Planners, LLC39$10.0K0.00%+3+8.3%Added
Anfield Capital Management, LLC39$10.0K0.00%+39New
Carolina Wealth Advisors, LLC40$10.3K0.01%00.0%Unchanged
Hexagon Capital Partners LLC41$10.5K0.00%−11−21.2%Reduced
Centerpoint Advisors, LLC44$11.0K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.43$11.1K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.43$11.1K0.00%+1+2.4%Added
Tyler-Stone Wealth Management45$11.6K0.00%00.0%Unchanged
Raleigh Capital Management Inc.46$11.8K0.01%−2−4.2%Reduced
Private Wealth Management Group, LLC46$11.8K0.01%00.0%Unchanged
Breakwater Investment Management50$12.9K0.01%00.0%Unchanged
Caitlin John, LLC51$13.0K0.01%+51New
Zions Bancorporation, N.A.51$13.1K0.00%+13+34.2%Added
Frazier Financial Advisors, LLC52$13.4K0.01%00.0%Unchanged
Winch Advisory Services, LLC52$13.5K0.00%00.0%Unchanged
Focused Wealth Management, Inc53$13.6K0.00%+53New
First Personal Financial Services54$13.9K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC57$14.7K0.02%00.0%Unchanged
Financial Management Professionals, Inc.58$15.0K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC60$15.4K0.00%−177−74.7%Reduced
Fortitude Family Office, LLC62$16.0K0.01%+25+67.6%Added
Godsey & Gibb Associates62$16.0K0.00%+62New
Abound Wealth Management64$16.5K0.01%00.0%Unchanged
Providence Capital Advisors, LLC65$16.7K0.00%00.0%Unchanged
TFC Financial Management65$16.7K0.00%−1−1.5%Reduced
Flputnam Investment Management Co67$17.2K0.00%+67New
Coston, McIsaac & Partners71$18.0K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC71$18.3K0.01%00.0%Unchanged
Annapolis Financial Services, LLC75$19.3K0.01%00.0%Unchanged
GW&K Investment Management, LLC76$20.0K0.00%+7+10.1%Added
True Wealth Design, LLC78$20.1K0.00%00.0%Unchanged
Motco78$20.1K0.00%00.0%Unchanged
Larson Financial Group LLC79$20.2K0.00%+20+33.9%Added
JNBA Financial Advisors80$20.6K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC81$21.0K0.01%+25+44.6%Added
Great Lakes Retirement, Inc.82$21.1K0.00%+82New
First Community Trust NA85$21.9K0.02%+85New