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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 1,075 | $276.6K | 0.01% | −86−7.4% | Reduced |
| Hillman Capital Management, Inc. | 1,072 | $275.8K | 0.10% | −106−9.0% | Reduced |
| Purus Wealth Management, LLC | 1,071 | $275.6K | 0.12% | −2−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 1,069 | $275.0K | 0.01% | −46−4.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,068 | $275.0K | 0.01% | +13+1.2% | Added |
| Archford Capital Strategies, LLC | 1,065 | $274.0K | 0.04% | −23−2.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,057 | $271.9K | 0.05% | −25−2.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,056 | $271.7K | 0.11% | −1,787−62.9% | Reduced |
| Geller Advisors LLC | 1,055 | $271.4K | 0.02% | −10−0.9% | Reduced |
| Searle & Co. | 1,050 | $270.1K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,048 | $269.7K | 0.01% | +1,048 | New |
| Concurrent Investment Advisors, LLC | 1,043 | $268.4K | 0.01% | +157+17.7% | Added |
| Cascade Investment Group, Inc. | 1,041 | $267.8K | 0.21% | +252+31.9% | Added |
| Berger Financial Group, Inc | 1,035 | $266.4K | 0.02% | −103−9.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $264.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,025 | $263.7K | 0.01% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,022 | $262.8K | 0.07% | +3+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,019 | $262.2K | 0.01% | −26−2.5% | Reduced |
| Ashton Thomas Securities, LLC | 1,032 | $260.2K | 0.06% | +1,032 | New |
| KRS Capital Management, LLC | 1,011 | $260.2K | 0.19% | −40−3.8% | Reduced |
| Cornerstone Advisory, LLC | 1,009 | $259.6K | 0.04% | −1,477−59.4% | Reduced |
| Conning Inc. | 1,006 | $258.8K | 0.01% | +34+3.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,002 | $257.8K | 0.03% | −1,000−50.0% | Reduced |
| GeoWealth Management, LLC | 1,000 | $257.4K | 0.01% | +224+28.9% | Added |
| Buckley Wealth Management, LLC | 1,000 | $257.3K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $257.3K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 999 | $257.1K | 0.01% | +999 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $257.0K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 996 | $256.4K | 0.02% | −47−4.5% | Reduced |
| iA Global Asset Management Inc. | 995 | $256.0K | 0.00% | −27,664−96.5% | Reduced |
| Atomi Financial Group, Inc. | 992 | $255.3K | 0.02% | +103+11.6% | Added |
| New Century Financial Group, LLC | 991 | $255.0K | 0.11% | −26−2.6% | Reduced |
| Strategic Investment Solutions, Inc. | 1,107 | $253.3K | 0.08% | +1,107 | New |
| Trust Point Inc. | 983 | $252.9K | 0.02% | −268−21.4% | Reduced |
| Barry Investment Advisors, LLC | 982 | $252.6K | 0.09% | +1+0.1% | Added |
| Mattern Wealth Management LLC | 976 | $251.1K | 0.06% | 00.0% | Unchanged |
| McLean Asset Management Corp | 992 | $251.0K | 0.08% | +11+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 970 | $251.0K | 0.13% | +7+0.7% | Added |
| Integrated Advisors Network LLC | 953 | $245.3K | 0.01% | −123−11.4% | Reduced |
| Brighton Jones LLC | 950 | $244.4K | 0.01% | +43+4.7% | Added |
| Oakworth Capital, Inc. | 947 | $243.6K | 0.02% | +792+511.0% | Added |
| Seneca Financial Advisors LLC | 947 | $243.6K | 0.13% | +4+0.4% | Added |
| Tradewinds, LLC. | 945 | $243.1K | 0.07% | +945 | New |
| Interchange Capital Partners, LLC | 941 | $241.9K | 0.09% | +941 | New |
| Cohen Investment Advisors LLC | 952 | $239.3K | 0.19% | +16+1.7% | Added |
| Baxter Bros Inc | 925 | $238.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $238.0K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 921 | $236.9K | 0.09% | −25−2.6% | Reduced |
| Vantage Consulting Group Inc | 918 | $236.2K | 0.18% | −2−0.2% | Reduced |
| FFT Wealth Management LLC | 918 | $236.1K | 0.02% | +2+0.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 917 | $236.0K | 0.12% | −30−3.2% | Reduced |
| Welch Group, LLC | 917 | $236.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 915 | $235.5K | 0.00% | +158+20.9% | Added |
| Accel Wealth Management | 911 | $234.5K | 0.09% | +911 | New |
| Pinnacle Wealth Planning Services, Inc. | 911 | $234.4K | 0.03% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 904 | $232.6K | 0.21% | 00.0% | Unchanged |
| Modus Advisors, LLC | 902 | $232.1K | 0.08% | −16−1.7% | Reduced |
| Seed Wealth Management, Inc. | 900 | $231.6K | 0.20% | 00.0% | Unchanged |
| Beacon Financial Group | 900 | $231.6K | 0.03% | +900 | New |
| Quadrant Capital Group LLC | 899 | $231.3K | 0.02% | +95+11.8% | Added |
| First Citizens Financial Corp | 891 | $229.2K | 0.14% | 00.0% | Unchanged |
| Centiva Capital, LP | 882 | $226.9K | 0.01% | +827+1,503.6% | Added |
| Sage Mountain Advisors LLC | 882 | $226.9K | 0.02% | +12+1.4% | Added |
| Regatta Capital Group, LLC | 879 | $226.2K | 0.05% | −103−10.5% | Reduced |
| Diversified Trust Co | 875 | $225.1K | 0.01% | +875 | New |
| SeaCrest Wealth Management, LLC | 867 | $223.1K | 0.03% | +14+1.6% | Added |
| Group One Trading, L.P. | 864 | $222.3K | 0.01% | +864 | New |
| Baader Bank INC | 875 | $221.9K | 0.02% | +875 | New |
| Callahan Advisors, LLC | 856 | $220.2K | 0.02% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 852 | $219.2K | 0.15% | −3−0.4% | Reduced |
| Sonata Capital Group Inc | 850 | $219.0K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 851 | $218.9K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 850 | $218.7K | 0.04% | −15−1.7% | Reduced |
| Jacobsen Capital Management | 846 | $217.7K | 0.10% | −6−0.7% | Reduced |
| Baron Wealth Management LLC | 846 | $217.5K | 0.11% | −272−24.3% | Reduced |
| Boston Family Office LLC | 844 | $217.0K | 0.02% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 843 | $216.8K | 0.14% | +83+10.9% | Added |
| Financial Advisory Service, Inc. | 842 | $216.7K | 0.02% | −35−4.0% | Reduced |
| Key Financial Inc | 840 | $216.1K | 0.05% | +415+97.6% | Added |
| Portside Wealth Group, LLC | 838 | $215.6K | 0.04% | −26−3.0% | Reduced |
| Fragasso Group Inc. | 838 | $215.6K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 835 | $214.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 835 | $214.8K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 832 | $214.1K | 0.03% | −134−13.9% | Reduced |
| GTS Securities LLC | 831 | $213.8K | 0.00% | −312−27.3% | Reduced |
| RMR Wealth Builders | 826 | $212.5K | 0.02% | −62−7.0% | Reduced |
| Weybosset Research & Management LLC | 825 | $212.0K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 823 | $211.8K | 0.15% | +19+2.4% | Added |
| First National Bank & Trust Co of Newtown | 823 | $211.7K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 835 | $211.4K | 0.07% | +1+0.1% | Added |
| Gilman Hill Asset Management, LLC | 820 | $211.0K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 818 | $210.5K | 0.03% | 00.0% | Unchanged |
| F/M Investments LLC | 814 | $209.4K | 0.01% | +814 | New |
| Pitti Group Wealth Management, LLC | 865 | $209.2K | 0.23% | +10+1.2% | Added |
| Smithfield Trust Co | 819 | $209.0K | 0.01% | −35−4.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 810 | $208.4K | 0.02% | +1+0.1% | Added |
| Chatham Capital Group, Inc. | 810 | $208.4K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 810 | $208.3K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 808 | $207.1K | 0.06% | −34−4.0% | Reduced |