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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 18,455 | $4.75M | 0.60% | +1,009+5.8% | Added |
| Resources Management Corp | 18,535 | $4.77M | 0.69% | −140−0.7% | Reduced |
| ING Groep NV | 18,664 | $4.80M | 0.03% | −7,479−28.6% | Reduced |
| Central Trust Co | 18,707 | $4.81M | 0.12% | −4,690−20.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,800 | $4.84M | 0.07% | −750−3.8% | Reduced |
| Kestra Private Wealth Services, LLC | 19,077 | $4.91M | 0.10% | +155+0.8% | Added |
| River Wealth Advisors LLC | 19,202 | $4.94M | 0.71% | +434+2.3% | Added |
| Great Valley Advisor Group, Inc. | 19,256 | $4.95M | 0.14% | +1,972+11.4% | Added |
| Bailard, Inc. | 19,327 | $4.97M | 0.14% | −93−0.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 19,470 | $5.01M | 1.73% | −266−1.3% | Reduced |
| LMR Partners LLP | 19,998 | $5.15M | 0.11% | −64,966−76.5% | Reduced |
| Lighthouse Investment Partners, LLC | 20,000 | $5.15M | 0.29% | −9,440−32.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,116 | $5.18M | 0.08% | +501+2.6% | Added |
| Bokf, NA | 20,278 | $5.22M | 0.09% | −11,973−37.1% | Reduced |
| RNC Capital Management LLC | 20,530 | $5.28M | 0.29% | +1,596+8.4% | Added |
| Nissay Asset Management Corp | 20,623 | $5.31M | 0.04% | +536+2.7% | Added |
| Renaissance Technologies LLC | 20,900 | $5.38M | 0.01% | −81,300−79.5% | Reduced |
| Yousif Capital Management, LLC | 21,199 | $5.45M | 0.06% | +441+2.1% | Added |
| Addison Capital Co | 21,379 | $5.50M | 2.39% | +280+1.3% | Added |
| Trust Co of Vermont | 21,512 | $5.53M | 0.30% | +463+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,533 | $5.54M | 0.02% | −634−2.9% | Reduced |
| Groupama Asset Managment | 21,561 | $5.55M | 0.11% | +3,662+20.5% | Added |
| HGK Asset Management Inc | 21,673 | $5.58M | 1.08% | −683−3.1% | Reduced |
| Xponance, Inc. | 21,857 | $5.62M | 0.06% | −1,691−7.2% | Reduced |
| Pacer Advisors, Inc. | 21,944 | $5.65M | 0.01% | −104−0.5% | Reduced |
| Legacy Private Trust Co. | 21,967 | $5.65M | 0.40% | −546−2.4% | Reduced |
| Liberty Capital Management, Inc. | 22,151 | $5.70M | 1.35% | −22−0.1% | Reduced |
| New York Life Investment Management LLC | 22,163 | $5.70M | 0.06% | +134+0.6% | Added |
| CIBC Asset Management Inc | 22,310 | $5.74M | 0.02% | −631−2.8% | Reduced |
| Townsend Asset Management Corp | 22,527 | $5.80M | 2.25% | +266+1.2% | Added |
| Narwhal Capital Management | 22,556 | $5.80M | 0.55% | +4,115+22.3% | Added |
| Public Employees Retirement Association of Colorado | 22,704 | $5.84M | 0.02% | −426−1.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,731 | $5.85M | 0.02% | +1,563+7.4% | Added |
| Edmond de Rothschild Holding S.A. | 23,194 | $5.97M | 0.10% | +3,421+17.3% | Added |
| Pathstone Holdings, LLC | 23,252 | $5.98M | 0.03% | +1,304+5.9% | Added |
| WealthPlan Investment Management, LLC | 23,293 | $5.99M | 0.91% | +635+2.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 23,350 | $6.01M | 1.45% | +3,626+18.4% | Added |
| ProShare Advisors LLC | 23,486 | $6.04M | 0.02% | +3,310+16.4% | Added |
| Simplex Trading, LLC | 23,607 | $6.07M | 0.20% | +23,607 | New |
| Oak Ridge Investments LLC | 23,850 | $6.14M | 0.58% | +1,069+4.7% | Added |
| MML Investors Services, LLC | 23,874 | $6.14M | 0.02% | +1,151+5.1% | Added |
| Spirepoint Private Client, LLC | 23,948 | $6.16M | 0.87% | +495+2.1% | Added |
| Pacific Global Investment Management CO | 24,020 | $6.18M | 1.17% | +26+0.1% | Added |
| MMBG Investment Advisors Co. | 24,094 | $6.20M | 0.66% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 24,104 | $6.20M | 0.88% | +1,987+9.0% | Added |
| Financial Counselors Inc | 24,111 | $6.20M | 0.10% | −326−1.3% | Reduced |
| Pinnacle Associates Ltd | 24,490 | $6.30M | 0.10% | +1,577+6.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $6.43M | 0.12% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 25,090 | $6.46M | 0.04% | +3,336+15.3% | Added |
| Tredje AP-fonden | 25,106 | $6.46M | 0.06% | +15,000+148.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,155 | $6.47M | 0.02% | +25,155 | New |
| Gabelli Funds LLC | 25,200 | $6.48M | 0.05% | −8,300−24.8% | Reduced |
| Gibraltar Capital Management, Inc. | 25,609 | $6.59M | 2.98% | +3,213+14.3% | Added |
| Storebrand Asset Management AS | 25,739 | $6.62M | 0.02% | −1,225−4.5% | Reduced |
| Blair William & Co | 26,257 | $6.76M | 0.02% | −27−0.1% | Reduced |
| Utah Retirement Systems | 26,284 | $6.76M | 0.08% | −1,600−5.7% | Reduced |
| Bain Capital Public Equity, LP | 26,292 | $6.76M | 7.40% | −4,229−13.9% | Reduced |
| First National Trust Co | 26,331 | $6.77M | 0.28% | −1,655−5.9% | Reduced |
| First Financial Bank - Trust Division | 26,662 | $6.86M | 0.68% | −762−2.8% | Reduced |
| Atria Investments LLC | 26,806 | $6.90M | 0.09% | +1,080+4.2% | Added |
| WealthBridge Investment Counsel Inc. | 26,980 | $6.94M | 2.66% | +780+3.0% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 27,479 | $7.07M | 0.08% | +27,479 | New |
| Mediolanum International Funds Ltd | 29,690 | $7.09M | 0.12% | −1,753−5.6% | Reduced |
| Stony Point Capital LLC | 27,711 | $7.13M | 1.83% | +27,711 | New |
| Salem Investment Counselors Inc | 27,816 | $7.16M | 0.23% | +430+1.6% | Added |
| Investment House LLC | 27,874 | $7.17M | 0.41% | −28−0.1% | Reduced |
| NS Partners Ltd | 28,038 | $7.21M | 0.33% | +312+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 28,519 | $7.34M | 0.77% | +765+2.8% | Added |
| Peapack Gladstone Financial Corp | 28,780 | $7.41M | 0.11% | +960+3.5% | Added |
| Landscape Capital Management, L.L.C. | 29,860 | $7.68M | 0.65% | +29,860 | New |
| Savoir Faire Capital Management, L.P. | 29,865 | $7.68M | 2.99% | +9,023+43.3% | Added |
| Ethic Inc. | 30,440 | $7.83M | 0.18% | +147+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 30,582 | $7.87M | 0.07% | −6,873−18.4% | Reduced |
| Czech National Bank | 30,679 | $7.89M | 0.09% | +2,376+8.4% | Added |
| DekaBank Deutsche Girozentrale | 30,998 | $7.94M | 0.01% | +3,613+13.2% | Added |
| Camden National Bank | 31,214 | $8.03M | 1.24% | +3,140+11.2% | Added |
| British Columbia Investment Management Corp | 31,508 | $8.11M | 0.05% | +11,866+60.4% | Added |
| Roffman Miller Associates Inc | 31,553 | $8.12M | 0.53% | −583−1.8% | Reduced |
| South State Corp. | 31,631 | $8.14M | 0.59% | +3,516+12.5% | Added |
| DnB Asset Management AS | 31,892 | $8.21M | 0.04% | +2,611+8.9% | Added |
| CIBC World Markets Inc. | 32,002 | $8.23M | 0.02% | −5,747−15.2% | Reduced |
| Moors & Cabot, Inc. | 32,006 | $8.23M | 0.44% | +244+0.8% | Added |
| First Trust Advisors LP | 32,125 | $8.27M | 0.01% | −6,212−16.2% | Reduced |
| Abn Amro Investment Solutions | 32,145 | $8.27M | 0.15% | −2,338−6.8% | Reduced |
| First American Bank | 32,204 | $8.29M | 0.62% | +39+0.1% | Added |
| Amalgamated Bank | 32,431 | $8.34M | 0.07% | −1,056−3.2% | Reduced |
| Scotia Capital Inc. | 32,587 | $8.38M | 0.05% | +22,254+215.4% | Added |
| Advisors Capital Management, LLC | 32,922 | $8.47M | 0.15% | +1,211+3.8% | Added |
| CCM Investment Advisers LLC | 33,055 | $8.50M | 1.00% | +784+2.4% | Added |
| Mutual of America Capital Management LLC | 33,123 | $8.52M | 0.09% | −777−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 33,211 | $8.54M | 0.43% | +586+1.8% | Added |
| Avantax Advisory Services, Inc. | 33,461 | $8.61M | 0.06% | +4,366+15.0% | Added |
| Harbour Trust & Investment Management Co | 33,516 | $8.62M | 1.03% | −89−0.3% | Reduced |
| Forsta Ap-Fonden | 33,700 | $8.67M | 0.08% | +1,800+5.6% | Added |
| IFM Investors Pty Ltd | 34,380 | $8.85M | 0.09% | +1,607+4.9% | Added |
| Great Lakes Advisors, LLC | 34,490 | $8.87M | 0.08% | −4,674−11.9% | Reduced |
| Appleton Partners Inc | 34,566 | $8.89M | 0.68% | +1,349+4.1% | Added |
| AQR Capital Management LLC | 34,867 | $8.90M | 0.01% | −333−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 34,975 | $9.00M | 0.79% | +1,167+3.5% | Added |
| Patten & Patten Inc | 35,013 | $9.01M | 0.63% | −1,375−3.8% | Reduced |