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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 1,344 | $345.7K | 0.04% | −30−2.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $348.1K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,364 | $350.9K | 0.02% | +1,364 | New |
| Phoenix Holdings Ltd. | 1,374 | $351.2K | 0.01% | +214+18.4% | Added |
| Tributary Capital Management, LLC | 1,376 | $354.0K | 0.03% | −80−5.5% | Reduced |
| Chicago Trust Co NA | 1,382 | $355.6K | 0.07% | +15+1.1% | Added |
| Lion Street Advisors, LLC | 1,384 | $356.1K | 0.13% | +1,384 | New |
| Paloma Partners Management Co | 1,388 | $357.1K | 0.03% | +1,388 | New |
| Connecticut Wealth Management, LLC | 1,395 | $358.9K | 0.02% | +573+69.7% | Added |
| Spirit of America Management Corp | 1,400 | $360.2K | 0.07% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,405 | $361.5K | 0.02% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,407 | $361.9K | 0.01% | −204−12.7% | Reduced |
| AlphaCore Capital LLC | 1,409 | $362.5K | 0.09% | −244−14.8% | Reduced |
| Armbruster Capital Management, Inc. | 1,410 | $362.8K | 0.08% | −464−24.8% | Reduced |
| Spinnaker Trust | 1,417 | $364.6K | 0.02% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,425 | $366.6K | 0.12% | −75−5.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,433 | $368.6K | 0.02% | −73−4.8% | Reduced |
| Aviso Wealth Management | 1,437 | $369.8K | 0.22% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,439 | $370.2K | 0.04% | +259+21.9% | Added |
| M Holdings Securities, Inc. | 1,443 | $371.0K | 0.05% | +1,443 | New |
| Keynote Financial Services LLC | 1,457 | $374.9K | 0.31% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,463 | $376.4K | 0.02% | +168+13.0% | Added |
| Visionary Wealth Advisors | 1,471 | $378.5K | 0.02% | −37−2.5% | Reduced |
| Arkadios Wealth Advisors | 1,475 | $379.5K | 0.03% | +196+15.3% | Added |
| Johnson Investment Counsel Inc | 1,479 | $380.5K | 0.00% | −22−1.5% | Reduced |
| Saiph Capital, LLC | 1,495 | $384.6K | 0.17% | +208+16.2% | Added |
| RiverGlades Family Offices LLC | 1,500 | $385.9K | 0.30% | 00.0% | Unchanged |
| XML Financial, LLC | 1,504 | $386.9K | 0.04% | −40−2.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,521 | $391.3K | 0.08% | −74−4.6% | Reduced |
| Inscription Capital, LLC | 1,525 | $392.4K | 0.06% | −300−16.4% | Reduced |
| Savant Capital, LLC | 1,528 | $393.2K | 0.00% | −1,250−45.0% | Reduced |
| AE Wealth Management LLC | 1,530 | $393.7K | 0.00% | +142+10.2% | Added |
| Sandy Cove Advisors, LLC | 1,535 | $395.0K | 0.18% | +4+0.3% | Added |
| PFG Advisors | 1,536 | $395.2K | 0.03% | +324+26.7% | Added |
| BSW Wealth Partners | 1,545 | $397.4K | 0.07% | +156+11.2% | Added |
| Mayflower Financial Advisors, LLC | 1,546 | $397.8K | 0.07% | +9+0.6% | Added |
| Mutual Advisors, LLC | 1,616 | $397.9K | 0.01% | −35−2.1% | Reduced |
| Merit Financial Group, LLC | 1,549 | $398.5K | 0.01% | +435+39.0% | Added |
| Benjamin Edwards Inc | 1,554 | $400.0K | 0.08% | +1,514+3,785.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,556 | $400.3K | 0.06% | −41−2.6% | Reduced |
| Wedmont Private Capital | 1,543 | $400.9K | 0.03% | +184+13.5% | Added |
| Logan Capital Management Inc | 1,568 | $403.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,576 | $405.6K | 0.05% | −361−18.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,581 | $406.8K | 0.10% | +1,581 | New |
| Nova R Wealth, Inc. | 1,587 | $408.2K | 0.21% | +27+1.7% | Added |
| Spinnaker Investment Group, LLC | 1,599 | $411.4K | 0.11% | −454−22.1% | Reduced |
| J.W. Cole Advisors, Inc. | 1,600 | $411.6K | 0.02% | −151−8.6% | Reduced |
| Lee Financial Co | 1,606 | $413.2K | 0.07% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,613 | $415.0K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,632 | $420.0K | 0.04% | +3+0.2% | Added |
| Frank, Rimerman Advisors LLC | 1,646 | $423.5K | 0.03% | +1,646 | New |
| Delta Financial Group, Inc. | 1,651 | $425.0K | 0.18% | +221+15.5% | Added |
| Tiemann Investment Advisors, LLC | 1,665 | $428.4K | 0.19% | +45+2.8% | Added |
| Skopos Labs, Inc. | 1,616 | $429.9K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,680 | $432.1K | 0.03% | +87+5.5% | Added |
| Scholtz & Company, LLC | 1,688 | $434.3K | 0.18% | −55−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,694 | $435.8K | 0.01% | −46−2.6% | Reduced |
| Symmetry Partners, LLC | 1,697 | $437.0K | 0.02% | −257−13.2% | Reduced |
| Bluesphere Advisors, LLC | 1,700 | $437.4K | 0.22% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,706 | $439.0K | 0.08% | −18−1.0% | Reduced |
| Meridian Wealth Management, LLC | 1,707 | $439.2K | 0.05% | +1,707 | New |
| Hartford Funds Management Co LLC | 1,725 | $443.8K | 0.04% | +107+6.6% | Added |
| Tempus Wealth Planning, LLC | 1,726 | $444.0K | 0.19% | +60+3.6% | Added |
| Quadcap Wealth Management, LLC | 1,726 | $444.3K | 0.08% | +1,726 | New |
| D.B. Root & Company, LLC | 1,743 | $448.4K | 0.15% | −13−0.7% | Reduced |
| Oxford Financial Group Ltd | 1,756 | $451.8K | 0.03% | +330+23.1% | Added |
| Two Sigma Securities, LLC | 1,756 | $451.8K | 0.02% | +361+25.9% | Added |
| Okabena Investment Services Inc | 1,770 | $455.4K | 0.14% | +1,770 | New |
| Davis Investment Partners, LLC | 1,758 | $456.8K | 0.19% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,778 | $457.6K | 0.00% | +570+47.2% | Added |
| Morningstar Investment Services LLC | 1,801 | $461.0K | 0.01% | −13−0.7% | Reduced |
| Ellevest, Inc. | 1,800 | $463.1K | 0.03% | +114+6.8% | Added |
| Bayesian Capital Management, LP | 1,800 | $463.1K | 0.05% | +1,800 | New |
| Fukoku Mutual Life Insurance Co | 1,810 | $465.7K | 0.04% | −160−8.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,819 | $468.0K | 0.03% | −55−2.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,822 | $468.8K | 0.01% | −10,907−85.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,826 | $469.8K | 0.02% | +3+0.2% | Added |
| Berkeley Capital Partners, LLC | 1,833 | $471.6K | 0.14% | −44−2.3% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $471.9K | 0.10% | −30−1.6% | Reduced |
| InTrack Investment Management Inc | 1,839 | $473.1K | 0.34% | +127+7.4% | Added |
| Keebeck Wealth Management, LLC | 1,843 | $474.2K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,849 | $475.7K | 0.02% | +108+6.2% | Added |
| Intellectus Partners, LLC | 1,854 | $477.0K | 0.13% | −99−5.1% | Reduced |
| Profund Advisors LLC | 1,857 | $477.8K | 0.02% | −16−0.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,859 | $478.0K | 0.03% | +666+55.8% | Added |
| EverSource Wealth Advisors, LLC | 1,950 | $478.2K | 0.03% | +200+11.4% | Added |
| Pensionmark Financial Group, LLC | 1,867 | $480.4K | 0.03% | +1,867 | New |
| Chicago Partners Investment Group LLC | 1,978 | $481.2K | 0.02% | +801+68.1% | Added |
| Nvest Financial, LLC | 1,872 | $481.5K | 0.30% | −2−0.1% | Reduced |
| WBH Advisory Inc | 1,876 | $482.7K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,877 | $482.9K | 0.28% | +11+0.6% | Added |
| RDA Financial Network | 1,880 | $483.7K | 0.16% | −43−2.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,881 | $484.0K | 0.26% | −183−8.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,886 | $485.2K | 0.02% | +410+27.8% | Added |
| Beaumont Financial Advisors, LLC | 1,894 | $487.3K | 0.04% | −27−1.4% | Reduced |
| Brown Brothers Harriman & Co | 1,923 | $494.7K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,928 | $496.0K | 0.04% | −300−13.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,980 | $499.2K | 0.05% | +871+78.5% | Added |
| Strategic Blueprint, LLC | 1,955 | $502.9K | 0.03% | −185−8.6% | Reduced |
| Wetherby Asset Management Inc | 1,964 | $505.3K | 0.02% | −65−3.2% | Reduced |