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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 2,960 | $761.5K | 0.01% | +372+14.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,009 | $771.2K | 0.43% | +145+5.1% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $771.8K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,021 | $777.3K | 0.02% | −481−13.7% | Reduced |
| Cumberland Partners Ltd | 3,035 | $780.8K | 0.06% | +3,035 | New |
| Oder Investment Management, LLC | 3,046 | $783.6K | 0.71% | +3,046 | New |
| Moneta Group Investment Advisors LLC | 3,047 | $783.8K | 0.01% | −132−4.2% | Reduced |
| Apollon Wealth Management, LLC | 3,056 | $786.2K | 0.02% | +316+11.5% | Added |
| Forte Capital LLC | 3,056 | $786.3K | 0.09% | −18−0.6% | Reduced |
| CNB Bank | 3,073 | $790.6K | 0.38% | +91+3.1% | Added |
| Bleakley Financial Group, LLC | 3,078 | $791.8K | 0.02% | +209+7.3% | Added |
| Simplicity Wealth,LLC | 3,078 | $791.8K | 0.02% | +215+7.5% | Added |
| Haverford Trust Co | 3,107 | $799.4K | 0.01% | +10+0.3% | Added |
| Meridian Investment Counsel Inc. | 3,110 | $800.1K | 0.25% | +50+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,118 | $802.0K | 0.01% | +385+14.1% | Added |
| Neo Ivy Capital Management | 3,124 | $804.0K | 0.16% | +3,124 | New |
| Intrust Bank NA | 3,129 | $805.0K | 0.09% | +67+2.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $813.3K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,173 | $816.2K | 0.03% | +15+0.5% | Added |
| NorthRock Partners, LLC | 3,196 | $822.3K | 0.03% | −1,329−29.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,219 | $828.0K | 0.01% | +164+5.4% | Added |
| Leo Wealth, LLC | 3,224 | $829.2K | 0.08% | +3,224 | New |
| Laraway Financial Inc | 3,240 | $833.6K | 0.71% | 00.0% | Unchanged |
| TLWM | 3,241 | $833.8K | 0.18% | +50+1.6% | Added |
| Schroder Investment Management Group | 3,258 | $838.2K | 0.00% | +3,258 | New |
| Parsons Capital Management Inc | 3,282 | $844.4K | 0.06% | −50−1.5% | Reduced |
| Atlas Brown,Inc. | 3,308 | $851.1K | 0.31% | +10.0% | Added |
| KCM Investment Advisors LLC | 3,326 | $855.7K | 0.03% | +10.0% | Added |
| Synergy Financial Management, LLC | 3,327 | $856.0K | 0.13% | −361−9.8% | Reduced |
| SFMG, LLC | 3,343 | $860.1K | 0.07% | −2−0.1% | Reduced |
| QRG Capital Management, Inc. | 3,351 | $862.2K | 0.01% | +86+2.6% | Added |
| Fox Run Management, L.L.C. | 3,352 | $862.4K | 0.16% | +3,352 | New |
| Glenmede Trust Co NA | 3,354 | $862.9K | 0.00% | +634+23.3% | Added |
| Qtron Investments LLC | 3,363 | $865.2K | 0.13% | +2,314+220.6% | Added |
| Forum Financial Management, LP | 3,365 | $865.8K | 0.02% | −10.0% | Reduced |
| Everpar Advisors LLC | 3,370 | $867.0K | 0.43% | +347+11.5% | Added |
| Jones Financial Companies LLLP | 3,374 | $868.1K | 0.00% | +3,151+1,413.0% | Added |
| Thoroughbred Financial Services, LLC | 3,380 | $869.0K | 0.06% | +1,352+66.7% | Added |
| ELCO Management Co., LLC | 3,390 | $872.2K | 0.51% | −20−0.6% | Reduced |
| Wealthfront Advisers LLC | 3,411 | $877.6K | 0.00% | −1,416−29.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,412 | $877.8K | 0.06% | +812+31.2% | Added |
| Tectonic Advisors LLC | 3,416 | $878.9K | 0.06% | +286+9.1% | Added |
| Cooper Financial Group | 3,439 | $884.9K | 0.13% | +353+11.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $887.6K | 0.61% | 00.0% | Unchanged |
| Portman Square Capital LLP | 3,461 | $890.4K | 0.30% | +3,461 | New |
| Boston Private Wealth LLC | 3,477 | $894.5K | 0.02% | −602−14.8% | Reduced |
| ISAM Funds (UK) Ltd | 3,485 | $896.6K | 0.67% | +3,485 | New |
| BNP Paribas | 3,492 | $898.4K | 0.05% | −1,600−31.4% | Reduced |
| Capital Management Associates | 3,500 | $900.5K | 1.07% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,577 | $901.7K | 0.05% | +1,806+102.0% | Added |
| Dover Advisors, LLC | 3,537 | $910.0K | 0.56% | +51+1.5% | Added |
| Park Avenue Securities LLC | 3,538 | $910.0K | 0.01% | +308+9.5% | Added |
| Achmea Investment Management B.V. | 3,542 | $911.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,553 | $914.1K | 0.30% | −47−1.3% | Reduced |
| Advisors Asset Management, Inc. | 3,558 | $915.4K | 0.02% | +45+1.3% | Added |
| First Command Advisory Services, Inc. | 3,581 | $920.5K | 0.01% | −115−3.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,590 | $923.6K | 0.07% | +1,607+81.0% | Added |
| CAPROCK Group, Inc. | 3,642 | $937.2K | 0.04% | +489+15.5% | Added |
| Veriti Management LLC | 3,665 | $943.0K | 0.06% | +861+30.7% | Added |
| Piscataqua Savings Bank | 3,679 | $946.4K | 0.84% | −15−0.4% | Reduced |
| Diamant Asset Management, Inc. | 3,695 | $950.6K | 0.64% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 3,697 | $951.2K | 0.69% | +960+35.1% | Added |
| Private Wealth Partners, LLC | 3,720 | $957.1K | 0.07% | +120+3.3% | Added |
| Harbor Investment Advisory, LLC | 3,739 | $961.9K | 0.10% | +108+3.0% | Added |
| Investment Management Corp of Ontario | 3,755 | $966.1K | 0.03% | +1,100+41.4% | Added |
| Tranquility Partners, LLC | 3,761 | $967.6K | 0.37% | −45−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,768 | $969.4K | 0.04% | −269−6.7% | Reduced |
| Acadian Asset Management LLC | 3,789 | $973.0K | 0.00% | +3,152+494.8% | Added |
| Wellington Shields Capital Management, LLC | 3,795 | $976.4K | 0.18% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,804 | $978.7K | 0.02% | −3,093−44.8% | Reduced |
| First Hawaiian Bank | 3,819 | $982.6K | 0.03% | −66−1.7% | Reduced |
| Intact Investment Management Inc. | 3,910 | $1.01M | 0.04% | +1,410+56.4% | Added |
| Aviso Financial Inc. | 3,941 | $1.01M | 0.06% | +3,941 | New |
| Waterloo Capital, L.P. | 3,943 | $1.01M | 0.12% | +378+10.6% | Added |
| Magnolia Capital Management Ltd | 3,945 | $1.01M | 0.85% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,999 | $1.03M | 0.03% | −92−2.2% | Reduced |
| Ally Financial Inc. | 4,000 | $1.03M | 0.13% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4,000 | $1.03M | 0.45% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,024 | $1.04M | 0.04% | +996+32.9% | Added |
| Independent Solutions Wealth Management, LLC | 4,025 | $1.04M | 0.24% | −162−3.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 4,037 | $1.04M | 0.35% | +61+1.5% | Added |
| Hantz Financial Services, Inc. | 4,051 | $1.04M | 0.02% | +46+1.1% | Added |
| FORA Capital, LLC | 4,066 | $1.05M | 0.13% | +4,066 | New |
| Meiji Yasuda Life Insurance Co | 4,096 | $1.05M | 0.02% | −66−1.6% | Reduced |
| Burns J W & Co Inc | 4,103 | $1.06M | 0.14% | −84−2.0% | Reduced |
| Hohimer Wealth Management, LLC | 4,113 | $1.06M | 0.25% | −10,773−72.4% | Reduced |
| Bahl & Gaynor Inc | 4,135 | $1.06M | 0.01% | −1,224−22.8% | Reduced |
| Emerald Advisers, LLC | 4,151 | $1.07M | 0.04% | −672−13.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,153 | $1.07M | 0.05% | +203+5.1% | Added |
| Principal Securities, Inc. | 4,160 | $1.07M | 0.03% | +1,614+63.4% | Added |
| Cary Street Partner Investment Advisory LLC | 4,180 | $1.08M | 0.04% | +1,938+86.4% | Added |
| Coastal Investment Advisors, Inc. | 4,210 | $1.08M | 0.21% | −1,018−19.5% | Reduced |
| Essex Financial Services, Inc. | 4,563 | $1.09M | 0.08% | +1,141+33.3% | Added |
| La Banque Postale Asset Management SA | 4,274 | $1.10M | 0.05% | +4,274 | New |
| Cullinan Associates Inc | 4,282 | $1.10M | 0.06% | −500−10.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,300 | $1.11M | 0.03% | +4,300 | New |
| Lowe Brockenbrough & Co Inc | 4,330 | $1.11M | 0.07% | −125−2.8% | Reduced |
| Pictet & Cie (Europe) SA | 4,363 | $1.12M | 0.03% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 4,380 | $1.13M | 0.03% | −400−8.4% | Reduced |
| Sequoia Financial Advisors, LLC | 4,388 | $1.13M | 0.01% | +689+18.6% | Added |