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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 950 | $244.4K | 0.01% | +43+4.7% | Added |
| Integrated Advisors Network LLC | 953 | $245.3K | 0.01% | −123−11.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 970 | $251.0K | 0.13% | +7+0.7% | Added |
| McLean Asset Management Corp | 992 | $251.0K | 0.08% | +11+1.1% | Added |
| Mattern Wealth Management LLC | 976 | $251.1K | 0.06% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 982 | $252.6K | 0.09% | +1+0.1% | Added |
| Trust Point Inc. | 983 | $252.9K | 0.02% | −268−21.4% | Reduced |
| Strategic Investment Solutions, Inc. | 1,107 | $253.3K | 0.08% | +1,107 | New |
| New Century Financial Group, LLC | 991 | $255.0K | 0.11% | −26−2.6% | Reduced |
| Atomi Financial Group, Inc. | 992 | $255.3K | 0.02% | +103+11.6% | Added |
| iA Global Asset Management Inc. | 995 | $256.0K | 0.00% | −27,664−96.5% | Reduced |
| Nations Financial Group Inc, | 996 | $256.4K | 0.02% | −47−4.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $257.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 999 | $257.1K | 0.01% | +999 | New |
| Buckley Wealth Management, LLC | 1,000 | $257.3K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $257.3K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,000 | $257.4K | 0.01% | +224+28.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,002 | $257.8K | 0.03% | −1,000−50.0% | Reduced |
| Conning Inc. | 1,006 | $258.8K | 0.01% | +34+3.5% | Added |
| Cornerstone Advisory, LLC | 1,009 | $259.6K | 0.04% | −1,477−59.4% | Reduced |
| KRS Capital Management, LLC | 1,011 | $260.2K | 0.19% | −40−3.8% | Reduced |
| Ashton Thomas Securities, LLC | 1,032 | $260.2K | 0.06% | +1,032 | New |
| Whittier Trust Co of Nevada Inc | 1,019 | $262.2K | 0.01% | −26−2.5% | Reduced |
| Clare Market Investments LLC | 1,022 | $262.8K | 0.07% | +3+0.3% | Added |
| Washington Trust Co | 1,025 | $263.7K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $264.0K | 0.00% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,035 | $266.4K | 0.02% | −103−9.1% | Reduced |
| Cascade Investment Group, Inc. | 1,041 | $267.8K | 0.21% | +252+31.9% | Added |
| Concurrent Investment Advisors, LLC | 1,043 | $268.4K | 0.01% | +157+17.7% | Added |
| Freestone Capital Holdings, LLC | 1,048 | $269.7K | 0.01% | +1,048 | New |
| Searle & Co. | 1,050 | $270.1K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,055 | $271.4K | 0.02% | −10−0.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,056 | $271.7K | 0.11% | −1,787−62.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,057 | $271.9K | 0.05% | −25−2.3% | Reduced |
| Archford Capital Strategies, LLC | 1,065 | $274.0K | 0.04% | −23−2.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,068 | $275.0K | 0.01% | +13+1.2% | Added |
| ZWJ Investment Counsel Inc | 1,069 | $275.0K | 0.01% | −46−4.1% | Reduced |
| Purus Wealth Management, LLC | 1,071 | $275.6K | 0.12% | −2−0.2% | Reduced |
| Hillman Capital Management, Inc. | 1,072 | $275.8K | 0.10% | −106−9.0% | Reduced |
| Edgestream Partners, L.P. | 1,075 | $276.6K | 0.01% | −86−7.4% | Reduced |
| Kraematon Investment Advisors, Inc | 1,083 | $278.7K | 0.28% | +2+0.2% | Added |
| Rise Advisors, LLC | 1,086 | $279.3K | 0.15% | −20−1.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,096 | $281.9K | 0.05% | +1,096 | New |
| Cypress Capital Group | 1,105 | $284.3K | 0.03% | −56−4.8% | Reduced |
| PFG Investments, LLC | 1,108 | $285.1K | 0.02% | −69−5.9% | Reduced |
| NBT Bank N A | 1,111 | $285.8K | 0.02% | +30+2.8% | Added |
| Monarch Capital Management Inc | 1,111 | $285.8K | 0.08% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 1,115 | $286.9K | 0.20% | 00.0% | Unchanged |
| CX Institutional | 1,115 | $286.9K | 0.01% | −3−0.3% | Reduced |
| Knuff & Co LLC | 1,116 | $287.1K | 0.09% | 00.0% | Unchanged |
| Regions Financial Corp | 1,120 | $288.2K | 0.00% | −173−13.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,121 | $288.4K | 0.16% | 00.0% | Unchanged |
| Umpqua Bank | 1,124 | $289.2K | 0.11% | +49+4.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,124 | $289.2K | 0.01% | +122+12.2% | Added |
| Ignite Planners, LLC | 1,118 | $289.8K | 0.07% | +4+0.4% | Added |
| Socha Financial Group, LLC | 1,129 | $290.6K | 0.14% | +4+0.4% | Added |
| Perpetual Ltd | 1,136 | $292.3K | 0.00% | +1,136 | New |
| Studio Investment Management LLC | 1,138 | $292.8K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,145 | $294.6K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,146 | $294.8K | 0.02% | +1+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 1,153 | $296.5K | 0.21% | −3,526−75.4% | Reduced |
| Accurate Wealth Management, LLC | 1,191 | $297.2K | 0.07% | −43−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,103 | $299.8K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,169 | $300.8K | 0.12% | −80−6.4% | Reduced |
| Strategic Financial Services, Inc, | 1,196 | $307.7K | 0.02% | +1,196 | New |
| German American Bancorp, Inc. | 1,205 | $310.0K | 0.04% | +196+19.4% | Added |
| Barlow Wealth Partners, Inc. | 1,257 | $310.3K | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,213 | $312.1K | 0.00% | −287−19.1% | Reduced |
| Hills Bank & Trust Co | 1,219 | $313.6K | 0.03% | −9−0.7% | Reduced |
| LifePlan Financial, LLC | 1,219 | $313.6K | 0.29% | −2−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,221 | $314.1K | 0.01% | +51+4.4% | Added |
| Investors Asset Management of Georgia Inc | 1,222 | $314.3K | 0.15% | +1+0.1% | Added |
| Empower Advisory Group, LLC | 1,229 | $316.2K | 0.00% | +6+0.5% | Added |
| Anchor Capital Advisors LLC | 1,231 | $316.7K | 0.01% | +53+4.5% | Added |
| Signaturefd, LLC | 1,233 | $317.2K | 0.01% | −64−4.9% | Reduced |
| Strategic Investment Advisors | 1,237 | $318.2K | 0.04% | −28−2.2% | Reduced |
| Hardy Reed LLC | 1,239 | $318.8K | 0.03% | +1,239 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,241 | $319.3K | 0.03% | +31+2.6% | Added |
| Almanack Investment Partners, LLC. | 1,243 | $319.9K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,246 | $320.6K | 0.05% | +25+2.0% | Added |
| North Star Investment Management Corp. | 1,247 | $320.9K | 0.02% | −29−2.3% | Reduced |
| Guidance Capital, Inc | 1,310 | $321.1K | 0.11% | +339+34.9% | Added |
| 9258 Wealth Management, LLC | 1,249 | $321.3K | 0.05% | +447+55.7% | Added |
| King Luther Capital Management Corp | 1,255 | $322.9K | 0.00% | +155+14.1% | Added |
| Planning Directions Inc | 1,259 | $324.0K | 0.22% | −313−19.9% | Reduced |
| Cladis Investment Advisory, LLC | 1,260 | $324.3K | 0.24% | −265−17.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,269 | $326.6K | 0.03% | −6−0.5% | Reduced |
| Summit Financial, LLC | 1,273 | $327.6K | 0.01% | +1,273 | New |
| ICW Investment Advisors LLC | 1,276 | $328.2K | 0.15% | +1+0.1% | Added |
| Diametric Capital, LP | 1,278 | $328.8K | 0.18% | −174−12.0% | Reduced |
| RMB Capital Management, LLC | 1,283 | $330.2K | 0.01% | −6−0.5% | Reduced |
| Wambolt & Associates, LLC | 1,293 | $331.3K | 0.10% | −792−38.0% | Reduced |
| Farmers Trust Co | 1,294 | $332.9K | 0.07% | −25−1.9% | Reduced |
| Central Bank & Trust Co | 1,299 | $334.2K | 0.05% | +35+2.8% | Added |
| Arrow Financial Corp | 1,309 | $336.8K | 0.03% | −187−12.5% | Reduced |
| Alps Advisors Inc | 1,314 | $338.1K | 0.00% | −16−1.2% | Reduced |
| AA Financial Advisors, LLC | 1,322 | $340.1K | 0.12% | +1,322 | New |
| Focus Financial Network, Inc. | 1,377 | $341.9K | 0.01% | +70+5.4% | Added |
| Alhambra Investment Partners LLC | 1,335 | $343.5K | 0.19% | −1−0.1% | Reduced |