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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 1,974 | $507.7K | 0.13% | −59−2.9% | Reduced |
| Proequities, Inc. | 1,996 | $513.5K | 0.03% | −46−2.3% | Reduced |
| Syon Capital LLC | 1,999 | $514.3K | 0.05% | +39+2.0% | Added |
| Community Bank, N.A. | 2,000 | $514.5K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,000 | $514.6K | 0.44% | −450−18.4% | Reduced |
| Bragg Financial Advisors, Inc | 2,004 | $515.6K | 0.02% | −311−13.4% | Reduced |
| Atlas Capital Advisors LLC | 2,018 | $519.2K | 0.07% | −250−11.0% | Reduced |
| Tudor Investment Corp Et Al | 2,019 | $519.4K | 0.01% | +2,019 | New |
| Checchi Capital Advisers, LLC | 2,033 | $523.0K | 0.04% | +66+3.4% | Added |
| Arcataur Capital Management LLC | 2,035 | $523.6K | 0.19% | −22−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 2,048 | $526.9K | 0.03% | −161−7.3% | Reduced |
| Cozad Asset Management Inc | 2,055 | $528.7K | 0.05% | −60−2.8% | Reduced |
| Independent Financial Group, LLC | 2,054 | $528.8K | 0.02% | +74+3.7% | Added |
| Lake Street Financial LLC | 2,067 | $531.8K | 0.07% | +593+40.2% | Added |
| Relative Value Partners Group, LLC | 2,067 | $531.8K | 0.07% | +2,067 | New |
| Headinvest, LLC | 2,084 | $536.2K | 0.11% | −76−3.5% | Reduced |
| Ritholtz Wealth Management | 2,089 | $537.5K | 0.02% | −149−6.7% | Reduced |
| Cooper/Haims Advisors, LLC | 2,103 | $541.0K | 0.30% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,115 | $544.2K | 0.04% | +7+0.3% | Added |
| Jupiter Wealth Management LLC | 2,250 | $551.6K | 0.29% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,145 | $551.9K | 0.18% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,146 | $552.0K | 0.05% | −16−0.7% | Reduced |
| AXA S.A. | 2,146 | $552.1K | 0.00% | +754+54.2% | Added |
| Allred Capital Management, LLC | 2,148 | $552.5K | 0.21% | +5+0.2% | Added |
| Harbor Capital Advisors, Inc. | 2,177 | $560.0K | 0.04% | +10+0.5% | Added |
| WealthTrust Axiom LLC | 2,200 | $566.0K | 0.19% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,214 | $569.6K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,215 | $569.9K | 0.11% | −1,367−38.2% | Reduced |
| Navalign, LLC | 2,215 | $570.0K | 0.18% | +115+5.5% | Added |
| Horizon Investments, LLC | 2,219 | $570.9K | 0.02% | −135−5.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $580.9K | 0.16% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,292 | $589.7K | 0.21% | +82+3.7% | Added |
| Sapient Capital LLC | 2,305 | $593.0K | 0.01% | +6+0.3% | Added |
| Park National Corp | 2,328 | $598.9K | 0.02% | +18+0.8% | Added |
| Nomura Holdings Inc | 2,332 | $600.0K | 0.00% | +1,047+81.5% | Added |
| Altshuler Shaham Ltd | 2,334 | $600.5K | 0.02% | −15−0.6% | Reduced |
| Wedbush Securities Inc | 2,340 | $602.0K | 0.02% | −190−7.5% | Reduced |
| Athena Investment Management | 2,358 | $606.7K | 0.37% | −4−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 2,366 | $608.7K | 0.48% | +335+16.5% | Added |
| Spire Wealth Management | 2,378 | $611.8K | 0.02% | −1,213−33.8% | Reduced |
| Brevan Howard Capital Management LP | 2,387 | $614.1K | 0.04% | +2,387 | New |
| CoreCap Advisors, LLC | 2,396 | $616.6K | 0.06% | +252+11.8% | Added |
| 1620 Investment Advisors, Inc. | 2,398 | $617.0K | 0.47% | +35+1.5% | Added |
| Arnhold LLC | 2,400 | $617.5K | 0.07% | 00.0% | Unchanged |
| Swedbank AB | 2,400 | $617.5K | 0.00% | +337+16.3% | Added |
| Tompkins Financial Corp | 2,420 | $622.6K | 0.07% | +1,413+140.3% | Added |
| Empowered Funds, LLC | 2,432 | $625.7K | 0.01% | −884−26.7% | Reduced |
| Global Retirement Partners, LLC | 2,436 | $626.7K | 0.02% | +297+13.9% | Added |
| Independence Bank of Kentucky | 2,439 | $627.5K | 0.17% | +505+26.1% | Added |
| Gateway Investment Advisers LLC | 2,472 | $636.0K | 0.01% | −100−3.9% | Reduced |
| Empirical Finance, LLC | 2,480 | $638.1K | 0.04% | −132−5.1% | Reduced |
| Equitable Holdings, Inc. | 2,480 | $638.1K | 0.01% | +144+6.2% | Added |
| StoneX Group Inc. | 2,497 | $642.4K | 0.05% | +2,497 | New |
| Roanoke Asset Management Corp | 2,500 | $643.0K | 0.21% | −150−5.7% | Reduced |
| Kovack Advisors, Inc. | 2,518 | $647.8K | 0.07% | +952+60.8% | Added |
| Tufton Capital Management | 2,530 | $650.9K | 0.13% | +72+2.9% | Added |
| Anchor Investment Management, LLC | 2,548 | $655.5K | 0.07% | +76+3.1% | Added |
| Vident Advisory, LLC | 2,552 | $656.7K | 0.02% | +634+33.1% | Added |
| Resources Investment Advisors, LLC. | 2,571 | $661.5K | 0.01% | −1,403−35.3% | Reduced |
| Hancock Whitney Corp | 2,579 | $663.5K | 0.02% | −1,034−28.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,580 | $663.9K | 0.10% | −17−0.7% | Reduced |
| Greenleaf Trust | 2,597 | $668.2K | 0.01% | +350+15.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,626 | $675.6K | 0.17% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 2,627 | $675.9K | 0.02% | +404+18.2% | Added |
| Morningstar Investment Management LLC | 2,639 | $679.0K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,649 | $681.5K | 0.06% | +2,649 | New |
| LVW Advisors, LLC | 2,654 | $682.8K | 0.10% | +5+0.2% | Added |
| Shelton Wealth Management, LLC | 2,661 | $684.6K | 0.41% | +523+24.5% | Added |
| Summit Trail Advisors, LLC | 2,663 | $685.1K | 0.02% | −462−14.8% | Reduced |
| HB Wealth Management, LLC | 2,665 | $685.7K | 0.01% | +918+52.5% | Added |
| Sterling Investment Counsel, LLC | 2,672 | $687.5K | 0.27% | +108+4.2% | Added |
| HBW Advisory Services LLC | 2,674 | $688.0K | 0.11% | −426−13.7% | Reduced |
| IHT Wealth Management, LLC | 2,695 | $693.5K | 0.03% | −148−5.2% | Reduced |
| Raymond James Trust N.A. | 2,698 | $694.1K | 0.02% | −105−3.7% | Reduced |
| Girard Partners Ltd. | 2,713 | $698.1K | 0.07% | −723−21.0% | Reduced |
| Kings Path Partners LLC | 2,716 | $698.8K | 0.33% | +2,716 | New |
| Patten Group, Inc. | 2,720 | $699.8K | 0.17% | +56+2.1% | Added |
| Douglass Winthrop Advisors, LLC | 2,726 | $701.3K | 0.01% | +19+0.7% | Added |
| Legacy Advisors, LLC | 2,734 | $703.4K | 0.09% | +2,734 | New |
| Stratos Wealth Advisors, LLC | 2,738 | $704.5K | 0.03% | +410+17.6% | Added |
| Ci Investments Inc. | 2,741 | $705.0K | 0.00% | −34−1.2% | Reduced |
| Exchange Capital Management, Inc. | 2,745 | $706.3K | 0.12% | −2−0.1% | Reduced |
| Prospera Financial Services Inc | 2,751 | $708.1K | 0.02% | +515+23.0% | Added |
| Blackhawk Capital Partners LLC. | 2,754 | $708.5K | 0.43% | −201−6.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,862 | $710.0K | 0.01% | 00.0% | Unchanged |
| Brown Financial Advisors | 2,761 | $710.4K | 0.32% | +2,761 | New |
| Old Port Advisors | 2,788 | $717.4K | 0.21% | −3−0.1% | Reduced |
| Aries Wealth Management | 2,796 | $719.4K | 0.23% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,814 | $724.0K | 0.12% | +358+14.6% | Added |
| First Citizens Bank & Trust Co | 2,824 | $726.6K | 0.01% | +22+0.8% | Added |
| HMS Capital Management, LLC | 2,828 | $727.5K | 0.38% | +10.0% | Added |
| Greystone Financial Group, LLC | 2,831 | $728.4K | 0.14% | +387+15.8% | Added |
| Raab & Moskowitz Asset Management LLC | 2,840 | $730.7K | 0.20% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,849 | $733.0K | 0.07% | −9−0.3% | Reduced |
| Arlington Trust Co LLC | 2,900 | $746.1K | 0.18% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,900 | $746.1K | 0.45% | +2,900 | New |
| Burns Matteson Capital Management, LLC | 2,910 | $748.7K | 0.47% | +44+1.5% | Added |
| Copperwynd Financial, LLC | 3,058 | $749.7K | 0.24% | +279+10.0% | Added |
| Montag A & Associates Inc | 2,922 | $751.8K | 0.04% | −247−7.8% | Reduced |
| Axxcess Wealth Management, LLC | 2,933 | $754.6K | 0.02% | −2,696−47.9% | Reduced |