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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 6,362 | $1.64M | 0.06% | +490+8.3% | Added |
| DoubleLine ETF Adviser LP | 6,494 | $1.67M | 0.44% | −558−7.9% | Reduced |
| Thrivent Financial for Lutherans | 6,496 | $1.67M | 0.00% | −1,021−13.6% | Reduced |
| Credit Agricole S A | 6,587 | $1.69M | 0.01% | −3,896−37.2% | Reduced |
| HM Payson & Co | 6,593 | $1.70M | 0.03% | −175−2.6% | Reduced |
| Vinva Investment Management Ltd | 6,630 | $1.70M | 0.09% | +439+7.1% | Added |
| Avantax Planning Partners, Inc. | 6,629 | $1.71M | 0.05% | −16−0.2% | Reduced |
| Clearstead Advisors, LLC | 6,632 | $1.71M | 0.03% | +48+0.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,636 | $1.71M | 0.71% | +807+13.8% | Added |
| Webster Bank, N. A. | 6,637 | $1.71M | 0.19% | −471−6.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,650 | $1.71M | 0.96% | −3,615−35.2% | Reduced |
| Zevenbergen Capital Investments LLC | 6,660 | $1.71M | 0.04% | −210−3.1% | Reduced |
| Radnor Capital Management, LLC | 6,679 | $1.72M | 0.52% | +100+1.5% | Added |
| Coastline Trust Co | 6,740 | $1.73M | 0.20% | −355−5.0% | Reduced |
| MidWestOne Financial Group, Inc. | 6,750 | $1.74M | 0.31% | +214+3.3% | Added |
| Cross Staff Investments Inc | 6,798 | $1.75M | 1.46% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,904 | $1.77M | 0.01% | +2,546+58.4% | Added |
| Umb Bank N A | 6,884 | $1.77M | 0.03% | +142+2.1% | Added |
| Moody National Bank Trust Division | 6,911 | $1.78M | 0.14% | +153+2.3% | Added |
| Linden Thomas Advisory Services, LLC | 6,931 | $1.78M | 0.28% | +539+8.4% | Added |
| U S Global Investors Inc | 6,940 | $1.79M | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 7,278 | $1.79M | 0.01% | +4,854+200.2% | Added |
| Allianz SE | 7,017 | $1.81M | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,058 | $1.82M | 0.70% | −16−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 7,061 | $1.82M | 0.27% | +1,245+21.4% | Added |
| Gotham Asset Management, LLC | 7,113 | $1.83M | 0.02% | −17,779−71.4% | Reduced |
| Plato Investment Management Ltd | 7,137 | $1.84M | 0.17% | +395+5.9% | Added |
| Marco Investment Management LLC | 7,151 | $1.84M | 0.17% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,235 | $1.86M | 0.75% | +60+0.8% | Added |
| Pinnacle Financial Partners Inc | 7,212 | $1.87M | 0.04% | +4+0.1% | Added |
| GWM Advisors LLC | 7,310 | $1.88M | 0.01% | −852−10.4% | Reduced |
| Silvercrest Asset Management Group LLC | 7,347 | $1.89M | 0.01% | 00.0% | Unchanged |
| Condor Capital Management | 7,457 | $1.92M | 0.18% | −264−3.4% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.93M | 0.91% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 7,517 | $1.93M | 0.43% | +40+0.5% | Added |
| Oppenheimer Asset Management Inc. | 7,567 | $1.95M | 0.02% | +359+5.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 7,569 | $1.95M | 2.05% | −5−0.1% | Reduced |
| Dohj, LLC | 7,633 | $1.96M | 0.49% | +886+13.1% | Added |
| Northstar Asset Management LLC | 7,693 | $1.98M | 0.48% | −125−1.6% | Reduced |
| Triangle Securities Wealth Management | 7,720 | $1.99M | 0.56% | −54−0.7% | Reduced |
| Nordea Investment Management AB | 7,801 | $2.01M | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,798 | $2.01M | 0.08% | −258−3.2% | Reduced |
| Archon Partners LLC | 7,825 | $2.01M | 0.26% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 7,976 | $2.05M | 0.64% | +734+10.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,008 | $2.06M | 1.36% | −40−0.5% | Reduced |
| National Asset Management, Inc. | 8,109 | $2.09M | 0.05% | −996−10.9% | Reduced |
| New Mexico Educational Retirement Board | 8,121 | $2.09M | 0.07% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 7,341 | $2.10M | 0.01% | −872−10.6% | Reduced |
| Atria Wealth Solutions, Inc. | 8,192 | $2.11M | 0.02% | +98+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 8,208 | $2.11M | 0.02% | +1,199+17.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,211 | $2.11M | 0.07% | +5,993+270.2% | Added |
| Carnegie Capital Asset Management, LLC | 8,436 | $2.17M | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 8,455 | $2.18M | 0.13% | +20.0% | Added |
| Vontobel Holding Ltd. | 8,486 | $2.18M | 0.01% | −43,075−83.5% | Reduced |
| Fernwood Investment Management, LLC | 8,529 | $2.19M | 0.68% | −51−0.6% | Reduced |
| HCR Wealth Advisors | 8,634 | $2.22M | 0.32% | −30−0.3% | Reduced |
| Banque Pictet & Cie SA | 8,650 | $2.23M | 0.02% | −100−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 8,706 | $2.24M | 0.03% | +3,556+69.0% | Added |
| Round Rock Advisors, LLC | 8,711 | $2.24M | 0.55% | −1,000−10.3% | Reduced |
| Illinois Municipal Retirement Fund | 8,749 | $2.25M | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,821 | $2.27M | 0.00% | −9,380−51.5% | Reduced |
| Perigon Wealth Management, LLC | 8,909 | $2.29M | 0.07% | +429+5.1% | Added |
| HighPoint Advisor Group LLC | 9,434 | $2.29M | 0.14% | +5,623+147.5% | Added |
| First National Advisers, LLC | 8,969 | $2.31M | 0.42% | +314+3.6% | Added |
| Freemont Management S.A. | 9,000 | $2.32M | 1.34% | −44,700−83.2% | Reduced |
| Bangor Savings Bank | 9,011 | $2.32M | 0.23% | −106−1.2% | Reduced |
| XTX Topco Ltd | 9,036 | $2.32M | 0.20% | +7,261+409.1% | Added |
| Winton Group Ltd | 9,083 | $2.34M | 0.16% | +9,083 | New |
| Dynamic Advisor Solutions LLC | 9,090 | $2.34M | 0.07% | −10−0.1% | Reduced |
| Louisiana State Employees Retirement System | 9,100 | $2.34M | 0.05% | −300−3.2% | Reduced |
| Wunderlich Capital Managemnt | 9,126 | $2.35M | 1.05% | +391+4.5% | Added |
| MAI Capital Management | 9,188 | $2.36M | 0.02% | −36−0.4% | Reduced |
| Securian Asset Management, Inc | 9,213 | $2.37M | 0.07% | −215−2.3% | Reduced |
| Griffin Asset Management, Inc. | 9,216 | $2.37M | 0.27% | 00.0% | Unchanged |
| Alta Capital Management LLC | 9,371 | $2.41M | 0.15% | −3,012−24.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,479 | $2.44M | 0.04% | −361−3.7% | Reduced |
| Oppenheimer & Co Inc | 9,481 | $2.44M | 0.04% | +1,096+13.1% | Added |
| Argent Trust Co | 9,595 | $2.47M | 0.11% | +1,004+11.7% | Added |
| Robeco Institutional Asset Management B.V. | 9,758 | $2.51M | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 9,779 | $2.52M | 0.02% | +236+2.5% | Added |
| Northcape Wealth Management, LLC | 9,798 | $2.52M | 0.91% | −60−0.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 9,800 | $2.52M | 1.55% | −23−0.2% | Reduced |
| Intech Investment Management LLC | 9,807 | $2.52M | 0.03% | −107−1.1% | Reduced |
| TBH Global Asset Management, LLC | 9,855 | $2.54M | 0.56% | −603−5.8% | Reduced |
| Twin Tree Management, LP | 9,981 | $2.57M | 0.08% | +6,862+220.0% | Added |
| Camden Capital, LLC | 10,098 | $2.60M | 0.21% | +9,317+1,193.0% | Added |
| TownSquare Capital, LLC | 10,112 | $2.60M | 0.04% | −67−0.7% | Reduced |
| Baldwin Investment Management, LLC | 10,119 | $2.60M | 0.36% | −59−0.6% | Reduced |
| Tower Bridge Advisors | 10,161 | $2.61M | 0.29% | −55−0.5% | Reduced |
| Koa Wealth Management, LLC | 10,261 | $2.64M | 2.23% | −87−0.8% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.65M | 0.69% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,315 | $2.65M | 0.09% | −88−0.8% | Reduced |
| UniSuper Management Pty Ltd | 10,443 | $2.69M | 0.02% | +4,721+82.5% | Added |
| J. Safra Sarasin Holding AG | 10,455 | $2.69M | 0.05% | +10,455 | New |
| Capital Analysts, LLC | 10,455 | $2.69M | 0.12% | +1,041+11.1% | Added |
| JustInvest LLC | 10,675 | $2.69M | 0.05% | +1,783+20.1% | Added |
| Wisconsin Capital Management LLC | 10,518 | $2.71M | 1.37% | −8,737−45.4% | Reduced |
| WD Rutherford LLC | 10,526 | $2.71M | 1.36% | +295+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 10,528 | $2.71M | 0.00% | −5,459−34.1% | Reduced |
| Ar Asset Management Inc | 10,550 | $2.71M | 0.65% | −450−4.1% | Reduced |