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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,038 | $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 |
|---|---|---|---|---|---|
| Covestor Ltd | 87 | $22.0K | 0.01% | +3+3.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 87 | $22.0K | 0.00% | +87 | New |
| Northwest Capital Management Inc | 90 | $23.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 90 | $23.2K | 0.01% | +40+80.0% | Added |
| Gilliland Jeter Wealth Management LLC | 90 | $23.3K | 0.01% | +19+26.8% | Added |
| Hollencrest Capital Management | 92 | $23.7K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 93 | $24.0K | 0.00% | +93 | New |
| New Millennium Group LLC | 97 | $25.0K | 0.02% | +97 | New |
| JFS Wealth Advisors, LLC | 99 | $25.5K | 0.00% | −62−38.5% | Reduced |
| Caldwell Trust Co | 100 | $25.7K | 0.00% | −1,590−94.1% | Reduced |
| Hallmark Capital Management Inc | 100 | $25.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $25.7K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $25.7K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $25.7K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 100 | $25.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $28.8K | 0.01% | +112 | New |
| MCF Advisors LLC | 113 | $29.1K | 0.00% | +13+13.0% | Added |
| Sachetta, LLC | 120 | $29.2K | 0.01% | −120−50.0% | Reduced |
| Davis Capital Management | 116 | $29.7K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $31.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $31.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $32.0K | 0.02% | +125 | New |
| Private Ocean, LLC | 125 | $32.2K | 0.00% | −9−6.7% | Reduced |
| Washington Trust Advisors, Inc. | 125 | $32.2K | 0.00% | +125 | New |
| J.Safra Asset Management Corp | 128 | $32.9K | 0.00% | −360−73.8% | Reduced |
| Financial Network Wealth Advisors LLC | 130 | $33.4K | 0.02% | +130 | New |
| First Financial Corp | 130 | $33.4K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 138 | $35.5K | 0.00% | +20+16.9% | Added |
| Opal Wealth Advisors, LLC | 139 | $35.8K | 0.01% | +139 | New |
| Exchange Traded Concepts, LLC | 141 | $36.3K | 0.00% | +71+101.4% | Added |
| Ashton Thomas Private Wealth, LLC | 141 | $36.3K | 0.00% | +141 | New |
| Castleview Partners, LLC | 144 | $37.0K | 0.02% | −87−37.7% | Reduced |
| Farmers & Merchants Investments Inc | 145 | $37.3K | 0.00% | −110−43.1% | Reduced |
| Center for Financial Planning, Inc. | 145 | $37.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 145 | $37.3K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $38.6K | 0.01% | −50−25.0% | Reduced |
| Salomon & Ludwin, LLC | 150 | $38.6K | 0.00% | −24−13.8% | Reduced |
| Heritage Wealth Advisors | 150 | $38.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 150 | $38.6K | 0.01% | +38+33.9% | Added |
| Wellington Shields & Co., LLC | 150 | $38.6K | 0.01% | +50+50.0% | Added |
| Bell Investment Advisors, Inc | 152 | $39.1K | 0.01% | +16+11.8% | Added |
| Carolinas Wealth Consulting LLC | 154 | $39.4K | 0.01% | +3+2.0% | Added |
| Pin Oak Investment Advisors Inc | 158 | $41.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 42,379 | $42.0K | 0.01% | +42,379 | New |
| Vista Private Wealth Partners. LLC | 165 | $42.4K | 0.02% | +165 | New |
| Atlantic Trust, LLC | 166 | $42.7K | 0.01% | −19−10.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $42.7K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 168 | $43.2K | 0.00% | +168 | New |
| Chilton Capital Management LLC | 180 | $46.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 184 | $47.0K | 0.00% | +4+2.2% | Added |
| Quent Capital, LLC | 187 | $48.1K | 0.01% | +5+2.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 187 | $48.1K | 0.01% | +2+1.1% | Added |
| Pinnacle Bancorp, Inc. | 191 | $49.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 191 | $49.1K | 0.02% | +70+57.9% | Added |
| MV Capital Management, Inc. | 199 | $51.2K | 0.01% | +16+8.7% | Added |
| Blume Capital Management, Inc. | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 203 | $52.2K | 0.01% | +145+250.0% | Added |
| Silicon Valley Capital Partners | 207 | $53.3K | 0.01% | +1+0.5% | Added |
| West Paces Advisors Inc. | 208 | $53.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 209 | $53.8K | 0.00% | +159+318.0% | Added |
| Chris Bulman Inc | 211 | $54.3K | 0.04% | +211 | New |
| Fairfield Financial Advisors, LTD | 221 | $56.8K | 0.02% | +221 | New |
| State of Wyoming | 221 | $56.9K | 0.01% | +20+10.0% | Added |
| Paladin Advisory Group, LLC | 223 | $57.2K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 223 | $57.4K | 0.01% | +18+8.8% | Added |
| Caldwell Sutter Capital, Inc. | 227 | $58.4K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 240 | $61.8K | 0.01% | −2−0.8% | Reduced |
| Albion Financial Group | 245 | $63.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 249 | $64.0K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $64.3K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 252 | $64.8K | 0.06% | −1,325−84.0% | Reduced |
| Bruce G. Allen Investments, LLC | 264 | $67.9K | 0.06% | +169+177.9% | Added |
| Johnson Financial Group, Inc. | 269 | $69.2K | 0.00% | −2−0.7% | Reduced |
| Planning Capital Management Corp | 278 | $71.5K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 283 | $72.8K | 0.01% | −38−11.8% | Reduced |
| M&R Capital Management Inc | 295 | $75.9K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 300 | $77.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 303 | $77.7K | 0.01% | +303 | New |
| TSFG, LLC | 302 | $78.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 311 | $80.0K | 0.01% | −467−60.0% | Reduced |
| General Partner, Inc. | 332 | $85.4K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 352 | $90.6K | 0.00% | +57+19.3% | Added |
| JJJ Advisors Inc. | 355 | $91.3K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 380 | $97.8K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 363 | $98.6K | 0.00% | +20+5.8% | Added |
| Capital Advisors, Ltd. LLC | 393 | $101.0K | 0.01% | +103+35.5% | Added |
| Optimum Investment Advisors | 400 | $102.9K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $102.9K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 406 | $104.0K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 406 | $104.4K | 0.05% | −17−4.0% | Reduced |
| Rothschild Investment LLC | 408 | $105.0K | 0.01% | +36+9.7% | Added |
| Duncker Streett & Co Inc | 410 | $105.5K | 0.02% | +10+2.5% | Added |
| Evermay Wealth Management LLC | 414 | $106.5K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 415 | $106.8K | 0.06% | +369+802.2% | Added |
| Cromwell Holdings LLC | 425 | $109.3K | 0.07% | +425 | New |
| C M Bidwell & Associates Ltd | 439 | $112.9K | 0.08% | 00.0% | Unchanged |
| City State Bank | 439 | $112.9K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $115.8K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 450 | $116.0K | 0.01% | 00.0% | Unchanged |