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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 1,543 | $400.9K | 0.03% | +184+13.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,556 | $400.3K | 0.06% | −41−2.6% | Reduced |
| Benjamin Edwards Inc | 1,554 | $400.0K | 0.08% | +1,514+3,785.0% | Added |
| Merit Financial Group, LLC | 1,549 | $398.5K | 0.01% | +435+39.0% | Added |
| Mutual Advisors, LLC | 1,616 | $397.9K | 0.01% | −35−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 1,546 | $397.8K | 0.07% | +9+0.6% | Added |
| BSW Wealth Partners | 1,545 | $397.4K | 0.07% | +156+11.2% | Added |
| PFG Advisors | 1,536 | $395.2K | 0.03% | +324+26.7% | Added |
| Sandy Cove Advisors, LLC | 1,535 | $395.0K | 0.18% | +4+0.3% | Added |
| AE Wealth Management LLC | 1,530 | $393.7K | 0.00% | +142+10.2% | Added |
| Savant Capital, LLC | 1,528 | $393.2K | 0.00% | −1,250−45.0% | Reduced |
| Inscription Capital, LLC | 1,525 | $392.4K | 0.06% | −300−16.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,521 | $391.3K | 0.08% | −74−4.6% | Reduced |
| XML Financial, LLC | 1,504 | $386.9K | 0.04% | −40−2.6% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $385.9K | 0.30% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,495 | $384.6K | 0.17% | +208+16.2% | Added |
| Johnson Investment Counsel Inc | 1,479 | $380.5K | 0.00% | −22−1.5% | Reduced |
| Arkadios Wealth Advisors | 1,475 | $379.5K | 0.03% | +196+15.3% | Added |
| Visionary Wealth Advisors | 1,471 | $378.5K | 0.02% | −37−2.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,463 | $376.4K | 0.02% | +168+13.0% | Added |
| Keynote Financial Services LLC | 1,457 | $374.9K | 0.31% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,443 | $371.0K | 0.05% | +1,443 | New |
| Northern Oak Wealth Management Inc | 1,439 | $370.2K | 0.04% | +259+21.9% | Added |
| Aviso Wealth Management | 1,437 | $369.8K | 0.22% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,433 | $368.6K | 0.02% | −73−4.8% | Reduced |
| Nikulski Financial, Inc. | 1,425 | $366.6K | 0.12% | −75−5.0% | Reduced |
| Spinnaker Trust | 1,417 | $364.6K | 0.02% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,410 | $362.8K | 0.08% | −464−24.8% | Reduced |
| AlphaCore Capital LLC | 1,409 | $362.5K | 0.09% | −244−14.8% | Reduced |
| Alesco Advisors LLC | 1,407 | $361.9K | 0.01% | −204−12.7% | Reduced |
| Wilkinson Global Asset Management LLC | 1,405 | $361.5K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,400 | $360.2K | 0.07% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,395 | $358.9K | 0.02% | +573+69.7% | Added |
| Paloma Partners Management Co | 1,388 | $357.1K | 0.03% | +1,388 | New |
| Lion Street Advisors, LLC | 1,384 | $356.1K | 0.13% | +1,384 | New |
| Chicago Trust Co NA | 1,382 | $355.6K | 0.07% | +15+1.1% | Added |
| Tributary Capital Management, LLC | 1,376 | $354.0K | 0.03% | −80−5.5% | Reduced |
| Phoenix Holdings Ltd. | 1,374 | $351.2K | 0.01% | +214+18.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,364 | $350.9K | 0.02% | +1,364 | New |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $348.1K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,344 | $345.7K | 0.04% | −30−2.2% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $343.5K | 0.19% | −1−0.1% | Reduced |
| Focus Financial Network, Inc. | 1,377 | $341.9K | 0.01% | +70+5.4% | Added |
| AA Financial Advisors, LLC | 1,322 | $340.1K | 0.12% | +1,322 | New |
| Alps Advisors Inc | 1,314 | $338.1K | 0.00% | −16−1.2% | Reduced |
| Arrow Financial Corp | 1,309 | $336.8K | 0.03% | −187−12.5% | Reduced |
| Central Bank & Trust Co | 1,299 | $334.2K | 0.05% | +35+2.8% | Added |
| Farmers Trust Co | 1,294 | $332.9K | 0.07% | −25−1.9% | Reduced |
| Wambolt & Associates, LLC | 1,293 | $331.3K | 0.10% | −792−38.0% | Reduced |
| RMB Capital Management, LLC | 1,283 | $330.2K | 0.01% | −6−0.5% | Reduced |
| Diametric Capital, LP | 1,278 | $328.8K | 0.18% | −174−12.0% | Reduced |
| ICW Investment Advisors LLC | 1,276 | $328.2K | 0.15% | +1+0.1% | Added |
| Summit Financial, LLC | 1,273 | $327.6K | 0.01% | +1,273 | New |
| Sheaff Brock Investment Advisors, LLC | 1,269 | $326.6K | 0.03% | −6−0.5% | Reduced |
| Cladis Investment Advisory, LLC | 1,260 | $324.3K | 0.24% | −265−17.4% | Reduced |
| Planning Directions Inc | 1,259 | $324.0K | 0.22% | −313−19.9% | Reduced |
| King Luther Capital Management Corp | 1,255 | $322.9K | 0.00% | +155+14.1% | Added |
| 9258 Wealth Management, LLC | 1,249 | $321.3K | 0.05% | +447+55.7% | Added |
| Guidance Capital, Inc | 1,310 | $321.1K | 0.11% | +339+34.9% | Added |
| North Star Investment Management Corp. | 1,247 | $320.9K | 0.02% | −29−2.3% | Reduced |
| MONECO Advisors, LLC | 1,246 | $320.6K | 0.05% | +25+2.0% | Added |
| Almanack Investment Partners, LLC. | 1,243 | $319.9K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,241 | $319.3K | 0.03% | +31+2.6% | Added |
| Hardy Reed LLC | 1,239 | $318.8K | 0.03% | +1,239 | New |
| Strategic Investment Advisors | 1,237 | $318.2K | 0.04% | −28−2.2% | Reduced |
| Signaturefd, LLC | 1,233 | $317.2K | 0.01% | −64−4.9% | Reduced |
| Anchor Capital Advisors LLC | 1,231 | $316.7K | 0.01% | +53+4.5% | Added |
| Empower Advisory Group, LLC | 1,229 | $316.2K | 0.00% | +6+0.5% | Added |
| Investors Asset Management of Georgia Inc | 1,222 | $314.3K | 0.15% | +1+0.1% | Added |
| Aptus Capital Advisors, LLC | 1,221 | $314.1K | 0.01% | +51+4.4% | Added |
| Hills Bank & Trust Co | 1,219 | $313.6K | 0.03% | −9−0.7% | Reduced |
| LifePlan Financial, LLC | 1,219 | $313.6K | 0.29% | −2−0.2% | Reduced |
| Boston Trust Walden Corp | 1,213 | $312.1K | 0.00% | −287−19.1% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $310.3K | 0.04% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,205 | $310.0K | 0.04% | +196+19.4% | Added |
| Strategic Financial Services, Inc, | 1,196 | $307.7K | 0.02% | +1,196 | New |
| Silverlake Wealth Management LLC | 1,169 | $300.8K | 0.12% | −80−6.4% | Reduced |
| Lakeview Capital Partners, LLC | 1,103 | $299.8K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,191 | $297.2K | 0.07% | −43−3.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,153 | $296.5K | 0.21% | −3,526−75.4% | Reduced |
| Western Wealth Management, LLC | 1,146 | $294.8K | 0.02% | +1+0.1% | Added |
| E&G Advisors, LP | 1,145 | $294.6K | 0.09% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,138 | $292.8K | 0.07% | 00.0% | Unchanged |
| Perpetual Ltd | 1,136 | $292.3K | 0.00% | +1,136 | New |
| Socha Financial Group, LLC | 1,129 | $290.6K | 0.14% | +4+0.4% | Added |
| Ignite Planners, LLC | 1,118 | $289.8K | 0.07% | +4+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 1,124 | $289.2K | 0.01% | +122+12.2% | Added |
| Umpqua Bank | 1,124 | $289.2K | 0.11% | +49+4.6% | Added |
| Wealth Advisors of Iowa, LLC | 1,121 | $288.4K | 0.16% | 00.0% | Unchanged |
| Regions Financial Corp | 1,120 | $288.2K | 0.00% | −173−13.4% | Reduced |
| Knuff & Co LLC | 1,116 | $287.1K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 1,115 | $286.9K | 0.01% | −3−0.3% | Reduced |
| Meritas Wealth Management, LLC | 1,115 | $286.9K | 0.20% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,111 | $285.8K | 0.08% | 00.0% | Unchanged |
| NBT Bank N A | 1,111 | $285.8K | 0.02% | +30+2.8% | Added |
| PFG Investments, LLC | 1,108 | $285.1K | 0.02% | −69−5.9% | Reduced |
| Cypress Capital Group | 1,105 | $284.3K | 0.03% | −56−4.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,096 | $281.9K | 0.05% | +1,096 | New |
| Rise Advisors, LLC | 1,086 | $279.3K | 0.15% | −20−1.8% | Reduced |
| Kraematon Investment Advisors, Inc | 1,083 | $278.7K | 0.28% | +2+0.2% | Added |