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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 452 | $116.3K | 0.01% | +21+4.9% | Added |
| Baldwin Brothers Inc | 454 | $116.8K | 0.01% | −91−16.7% | Reduced |
| Ransom Advisory, Ltd | 475 | $122.2K | 0.06% | −50−9.5% | Reduced |
| Princeton Global Asset Management LLC | 475 | $122.2K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $128.6K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $128.6K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $128.6K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 507 | $130.4K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 522 | $134.3K | 0.04% | −7−1.3% | Reduced |
| Westpac Banking Corp | 536 | $137.9K | 0.01% | +536 | New |
| United Community Bank | 573 | $147.4K | 0.06% | −15−2.6% | Reduced |
| AdvisorNet Financial, Inc | 588 | $151.3K | 0.01% | +16+2.8% | Added |
| Beach Investment Counsel Inc | 600 | $154.0K | 0.02% | +600 | New |
| Smartleaf Asset Management LLC | 605 | $154.8K | 0.03% | +343+130.9% | Added |
| Leonteq Securities AG | 640 | $164.7K | 0.02% | −176−21.6% | Reduced |
| Gulf International Bank (UK) Ltd | 652 | $167.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 622 | $169.0K | 0.00% | −32−4.9% | Reduced |
| Farther Finance Advisors, LLC | 662 | $169.7K | 0.01% | +109+19.7% | Added |
| Colonial Trust Co | 670 | $172.3K | 0.03% | +45+7.2% | Added |
| Emerald Mutual Fund Advisers Trust | 672 | $172.9K | 0.01% | −17−2.5% | Reduced |
| Parkside Financial Bank & Trust | 672 | $172.9K | 0.03% | +10+1.5% | Added |
| Sentry Investment Management LLC | 702 | $181.0K | 0.08% | −144−17.0% | Reduced |
| Family Firm, Inc. | 714 | $183.8K | 0.04% | +714 | New |
| Raffa Wealth Management, LLC | 719 | $185.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 743 | $191.2K | 0.02% | +59+8.6% | Added |
| Creative Financial Designs Inc | 744 | $191.3K | 0.02% | −3−0.4% | Reduced |
| LRI Investments, LLC | 753 | $193.7K | 0.02% | +616+449.6% | Added |
| First Foundation Advisors | 772 | $198.6K | 0.01% | −171−18.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,247 | $200.9K | 0.04% | +534+31.2% | Added |
| Fox Hill Wealth Management | 782 | $201.2K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 782 | $201.3K | 0.00% | −46−5.6% | Reduced |
| SageView Advisory Group, LLC | 785 | $201.9K | 0.01% | +785 | New |
| Cambria Investment Management, L.P. | 786 | $202.2K | 0.01% | +9+1.2% | Added |
| Chesapeake Capital Corp | 786 | $202.2K | 0.27% | +786 | New |
| V-Square Quantitative Management LLC | 789 | $203.0K | 0.03% | −31−3.8% | Reduced |
| Bouchey Financial Group Ltd | 792 | $203.0K | 0.02% | −16−2.0% | Reduced |
| Grant Street Asset Management, Inc. | 793 | $204.0K | 0.06% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 796 | $204.8K | 0.17% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 800 | $205.8K | 0.02% | −50−5.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 800 | $205.8K | 0.01% | −16−2.0% | Reduced |
| Greenfield Savings Bank | 800 | $205.8K | 0.11% | +2+0.3% | Added |
| Rosenberg Matthew Hamilton | 808 | $207.1K | 0.06% | −34−4.0% | Reduced |
| Marino, Stram & Associates LLC | 810 | $208.3K | 0.05% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 810 | $208.4K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 810 | $208.4K | 0.02% | +1+0.1% | Added |
| Smithfield Trust Co | 819 | $209.0K | 0.01% | −35−4.1% | Reduced |
| Pitti Group Wealth Management, LLC | 865 | $209.2K | 0.23% | +10+1.2% | Added |
| F/M Investments LLC | 814 | $209.4K | 0.01% | +814 | New |
| Green Square Capital Advisors LLC | 818 | $210.5K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 820 | $211.0K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 835 | $211.4K | 0.07% | +1+0.1% | Added |
| First National Bank & Trust Co of Newtown | 823 | $211.7K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 823 | $211.8K | 0.15% | +19+2.4% | Added |
| Weybosset Research & Management LLC | 825 | $212.0K | 0.08% | 00.0% | Unchanged |
| RMR Wealth Builders | 826 | $212.5K | 0.02% | −62−7.0% | Reduced |
| GTS Securities LLC | 831 | $213.8K | 0.00% | −312−27.3% | Reduced |
| Intrua Financial, LLC | 832 | $214.1K | 0.03% | −134−13.9% | Reduced |
| Courier Capital LLC | 835 | $214.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 835 | $214.8K | 0.05% | 00.0% | Unchanged |
| Fragasso Group Inc. | 838 | $215.6K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 838 | $215.6K | 0.04% | −26−3.0% | Reduced |
| Key Financial Inc | 840 | $216.1K | 0.05% | +415+97.6% | Added |
| Financial Advisory Service, Inc. | 842 | $216.7K | 0.02% | −35−4.0% | Reduced |
| Granite Harbor Advisors, Inc. | 843 | $216.8K | 0.14% | +83+10.9% | Added |
| Boston Family Office LLC | 844 | $217.0K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 846 | $217.5K | 0.11% | −272−24.3% | Reduced |
| Jacobsen Capital Management | 846 | $217.7K | 0.10% | −6−0.7% | Reduced |
| Stockman Wealth Management, Inc. | 850 | $218.7K | 0.04% | −15−1.7% | Reduced |
| Los Angeles Capital Management LLC | 851 | $218.9K | 0.00% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 850 | $219.0K | 0.11% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 852 | $219.2K | 0.15% | −3−0.4% | Reduced |
| Callahan Advisors, LLC | 856 | $220.2K | 0.02% | 00.0% | Unchanged |
| Baader Bank INC | 875 | $221.9K | 0.02% | +875 | New |
| Group One Trading, L.P. | 864 | $222.3K | 0.01% | +864 | New |
| SeaCrest Wealth Management, LLC | 867 | $223.1K | 0.03% | +14+1.6% | Added |
| Diversified Trust Co | 875 | $225.1K | 0.01% | +875 | New |
| Regatta Capital Group, LLC | 879 | $226.2K | 0.05% | −103−10.5% | Reduced |
| Sage Mountain Advisors LLC | 882 | $226.9K | 0.02% | +12+1.4% | Added |
| Centiva Capital, LP | 882 | $226.9K | 0.01% | +827+1,503.6% | Added |
| First Citizens Financial Corp | 891 | $229.2K | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 899 | $231.3K | 0.02% | +95+11.8% | Added |
| Seed Wealth Management, Inc. | 900 | $231.6K | 0.20% | 00.0% | Unchanged |
| Beacon Financial Group | 900 | $231.6K | 0.03% | +900 | New |
| Modus Advisors, LLC | 902 | $232.1K | 0.08% | −16−1.7% | Reduced |
| Kuhn & Co Investment Counsel | 904 | $232.6K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 911 | $234.4K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 911 | $234.5K | 0.09% | +911 | New |
| Warren Averett Asset Management, LLC | 915 | $235.5K | 0.00% | +158+20.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 917 | $236.0K | 0.12% | −30−3.2% | Reduced |
| Welch Group, LLC | 917 | $236.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 918 | $236.1K | 0.02% | +2+0.2% | Added |
| Vantage Consulting Group Inc | 918 | $236.2K | 0.18% | −2−0.2% | Reduced |
| Wealth Effects LLC | 921 | $236.9K | 0.09% | −25−2.6% | Reduced |
| Baxter Bros Inc | 925 | $238.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $238.0K | 0.06% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 952 | $239.3K | 0.19% | +16+1.7% | Added |
| Interchange Capital Partners, LLC | 941 | $241.9K | 0.09% | +941 | New |
| Tradewinds, LLC. | 945 | $243.1K | 0.07% | +945 | New |
| Seneca Financial Advisors LLC | 947 | $243.6K | 0.13% | +4+0.4% | Added |
| Oakworth Capital, Inc. | 947 | $243.6K | 0.02% | +792+511.0% | Added |