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 |
|---|---|---|---|---|---|
| Crescent Sterling, Ltd. | 4,453 | $1.15M | 1.10% | −89−2.0% | Reduced |
| 17 Capital Partners, LLC | 4,535 | $1.17M | 0.83% | −58−1.3% | Reduced |
| Neumann Capital Management, LLC | 4,557 | $1.17M | 0.40% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,593 | $1.18M | 0.04% | +755+19.7% | Added |
| HighVista Strategies LLC | 4,600 | $1.18M | 0.43% | +200+4.5% | Added |
| Byrne Asset Management LLC | 4,634 | $1.19M | 0.85% | −35−0.7% | Reduced |
| Mattson Financial Services, LLC | 4,677 | $1.20M | 0.43% | +4,677 | New |
| Gilbert & Cook, Inc. | 4,683 | $1.20M | 0.18% | −471−9.1% | Reduced |
| Audent Global Asset Management, LLC | 4,688 | $1.21M | 1.26% | −272−5.5% | Reduced |
| Eads & Heald Wealth Management | 4,734 | $1.22M | 0.59% | +608+14.7% | Added |
| Delta Financial Advisors LLC | 4,762 | $1.23M | 0.47% | +6+0.1% | Added |
| American National Bank | 4,765 | $1.23M | 0.15% | +85+1.8% | Added |
| Steel Peak Wealth Management LLC | 4,776 | $1.23M | 0.06% | +275+6.1% | Added |
| Ieq Capital, LLC | 4,799 | $1.23M | 0.02% | +636+15.3% | Added |
| Meeder Advisory Services, Inc. | 4,812 | $1.24M | 0.09% | +1,925+66.7% | Added |
| Alaethes Wealth LLC | 4,812 | $1.24M | 0.51% | +158+3.4% | Added |
| Daymark Wealth Partners, LLC | 4,817 | $1.24M | 0.06% | +212+4.6% | Added |
| Hunter Associates Investment Management LLC | 4,805 | $1.24M | 0.21% | +231+5.1% | Added |
| Stablepoint Partners, LLC | 5,055 | $1.24M | 0.24% | +595+13.3% | Added |
| FIL Ltd | 4,866 | $1.25M | 0.00% | +326+7.2% | Added |
| Banque Cantonale Vaudoise | 4,880 | $1.26M | 0.05% | +2,181+80.8% | Added |
| Barden Capital Management, Inc. | 4,919 | $1.26M | 1.19% | +14+0.3% | Added |
| Crossmark Global Holdings, Inc. | 4,920 | $1.27M | 0.02% | −339−6.4% | Reduced |
| Ancora Advisors, LLC | 4,939 | $1.27M | 0.03% | +188+4.0% | Added |
| United Capital Financial Advisers, LLC | 4,942 | $1.27M | 0.01% | −441−8.2% | Reduced |
| TD Private Client Wealth LLC | 4,946 | $1.27M | 0.04% | +72+1.5% | Added |
| Privium Fund Management (UK) Ltd | 5,090 | $1.27M | 0.50% | −5,400−51.5% | Reduced |
| Bessemer Group Inc | 4,957 | $1.28M | 0.00% | +1,406+39.6% | Added |
| Hudson Bay Capital Management LP | 4,965 | $1.28M | 0.01% | −151−3.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,988 | $1.28M | 0.05% | +112+2.3% | Added |
| Quantinno Capital Management LP | 5,016 | $1.29M | 0.02% | +1,028+25.8% | Added |
| Choate Investment Advisors | 5,051 | $1.30M | 0.03% | +81+1.6% | Added |
| Waterfront Wealth Inc. | 5,095 | $1.31M | 0.36% | +121+2.4% | Added |
| Cornerstone Advisors, LLC | 5,100 | $1.31M | 0.05% | −1,500−22.7% | Reduced |
| Fiduciary Trust Co | 5,108 | $1.31M | 0.02% | −130−2.5% | Reduced |
| Garner Asset Management Corp | 5,110 | $1.31M | 0.64% | +123+2.5% | Added |
| Mirador Capital Partners LP | 5,121 | $1.32M | 0.25% | +589+13.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,124 | $1.32M | 0.03% | +20+0.4% | Added |
| CWM, LLC | 5,126 | $1.32M | 0.01% | +50+1.0% | Added |
| Venture Visionary Partners LLC | 5,126 | $1.32M | 0.06% | +809+18.7% | Added |
| Pitcairn Co | 5,151 | $1.33M | 0.08% | +3,753+268.5% | Added |
| Kingswood Wealth Advisors, LLC | 5,154 | $1.33M | 0.12% | +24+0.5% | Added |
| Kennedy Investment Group | 5,155 | $1.33M | 0.67% | −83−1.6% | Reduced |
| Fairbanks Capital Management, Inc. | 5,167 | $1.33M | 0.87% | +119+2.4% | Added |
| Natixis | 5,167 | $1.33M | 0.01% | +5,167 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,193 | $1.34M | 0.09% | −116−2.2% | Reduced |
| Paradigm Asset Management Co LLC | 5,200 | $1.34M | 0.37% | +5,200 | New |
| We Are One Seven, LLC | 5,230 | $1.35M | 0.06% | +2,777+113.2% | Added |
| Premier Path Wealth Partners, LLC | 5,246 | $1.35M | 0.23% | +111+2.2% | Added |
| Brinker Capital Investments, LLC | 5,253 | $1.35M | 0.01% | +1,577+42.9% | Added |
| Orion Portfolio Solutions, LLC | 5,253 | $1.35M | 0.01% | +1,577+42.9% | Added |
| Siemens Fonds Invest GmbH | 5,257 | $1.35M | 0.10% | +77+1.5% | Added |
| Knollwood Investment Advisory, LLC | 5,259 | $1.35M | 0.15% | +3,101+143.7% | Added |
| Marion Wealth Management | 5,265 | $1.35M | 0.40% | +144+2.8% | Added |
| Lipe & Dalton | 5,283 | $1.36M | 0.73% | −125−2.3% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.36M | 1.82% | 00.0% | Unchanged |
| Trust Investment Advisors | 5,302 | $1.36M | 0.87% | −20−0.4% | Reduced |
| Secure Asset Management, LLC | 5,322 | $1.37M | 0.26% | +637+13.6% | Added |
| Fortis Capital Advisors, LLC | 5,328 | $1.37M | 0.49% | +3,181+148.2% | Added |
| Synovus Financial Corp | 5,336 | $1.37M | 0.02% | −826−13.4% | Reduced |
| GAMMA Investing LLC | 5,339 | $1.37M | 0.19% | +1,235+30.1% | Added |
| Plimoth Trust Co LLC | 5,347 | $1.38M | 0.37% | +200+3.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,355 | $1.38M | 0.52% | −51−0.9% | Reduced |
| Martingale Asset Management L P | 5,400 | $1.39M | 0.03% | −161−2.9% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,421 | $1.39M | 0.71% | −200−3.6% | Reduced |
| McDonald Partners LLC | 5,437 | $1.40M | 0.37% | −29−0.5% | Reduced |
| Brown Advisory Inc | 5,466 | $1.41M | 0.00% | +464+9.3% | Added |
| Vestcor Inc | 5,467 | $1.41M | 0.05% | −87,200−94.1% | Reduced |
| Metis Global Partners, LLC | 5,524 | $1.42M | 0.05% | −1,168−17.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,581 | $1.44M | 0.03% | −717−11.4% | Reduced |
| Aberdeen Wealth Management LLC | 5,590 | $1.44M | 0.97% | +35+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,648 | $1.45M | 0.34% | +103+1.9% | Added |
| Ascent Wealth Partners, LLC | 5,669 | $1.46M | 0.21% | +70+1.3% | Added |
| Norinchukin Bank, The | 5,670 | $1.46M | 0.04% | +110+2.0% | Added |
| Bryn Mawr Trust Co | 5,682 | $1.46M | 0.06% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,698 | $1.47M | 0.01% | −3,456−37.8% | Reduced |
| BTG Pactual Asset Management US LLC | 5,699 | $1.47M | 0.37% | +5,699 | New |
| Public Sector Pension Investment Board | 5,704 | $1.47M | 0.01% | +2,504+78.3% | Added |
| Omers Administration Corp | 5,706 | $1.47M | 0.01% | +5,706 | New |
| Dynamic Technology Lab Private Ltd | 5,741 | $1.48M | 0.17% | +5,741 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,740 | $1.48M | 0.02% | −616−9.7% | Reduced |
| Ossiam | 5,772 | $1.49M | 0.03% | −6,161−51.6% | Reduced |
| Stevens Capital Management LP | 5,779 | $1.49M | 0.50% | +5,779 | New |
| Highview Capital Management LLC | 5,821 | $1.50M | 0.62% | −75−1.3% | Reduced |
| Jacobi Capital Management LLC | 5,851 | $1.51M | 0.13% | +86+1.5% | Added |
| Scientech Research LLC | 5,852 | $1.51M | 0.31% | +5,852 | New |
| Platform Technology Partners | 5,882 | $1.51M | 0.52% | +5,882 | New |
| Cim Investment Mangement Inc | 5,985 | $1.54M | 0.47% | −37−0.6% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.54M | 0.18% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 6,010 | $1.55M | 0.39% | +56+0.9% | Added |
| Redwood Investments, LLC | 6,457 | $1.55M | 0.53% | −765−10.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,042 | $1.55M | 0.04% | −30.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,086 | $1.57M | 0.06% | −115,549−95.0% | Reduced |
| Palisade Capital Management LLC | 6,100 | $1.57M | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,159 | $1.58M | 0.05% | −219−3.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,216 | $1.60M | 0.15% | +2,725+78.1% | Added |
| Stableford Capital II LLC | 6,467 | $1.61M | 0.63% | +20+0.3% | Added |
| RSM US Wealth Management LLC | 6,261 | $1.61M | 0.03% | +3,722+146.6% | Added |
| Williams Jones Wealth Management, LLC. | 6,258 | $1.61M | 0.02% | −45−0.7% | Reduced |
| Virtu Financial LLC | 6,361 | $1.64M | 0.11% | +6,361 | New |