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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 800 | $205.8K | 0.02% | −50−5.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 800 | $205.8K | 0.01% | −16−2.0% | Reduced |
| Greenfield Savings Bank | 800 | $205.8K | 0.11% | +2+0.3% | Added |
| Patrick M Sweeney & Associates, Inc | 796 | $204.8K | 0.17% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 793 | $204.0K | 0.06% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 792 | $203.0K | 0.02% | −16−2.0% | Reduced |
| V-Square Quantitative Management LLC | 789 | $203.0K | 0.03% | −31−3.8% | Reduced |
| Cambria Investment Management, L.P. | 786 | $202.2K | 0.01% | +9+1.2% | Added |
| Chesapeake Capital Corp | 786 | $202.2K | 0.27% | +786 | New |
| SageView Advisory Group, LLC | 785 | $201.9K | 0.01% | +785 | New |
| Buckingham Strategic Wealth, LLC | 782 | $201.3K | 0.00% | −46−5.6% | Reduced |
| Fox Hill Wealth Management | 782 | $201.2K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,247 | $200.9K | 0.04% | +534+31.2% | Added |
| First Foundation Advisors | 772 | $198.6K | 0.01% | −171−18.1% | Reduced |
| LRI Investments, LLC | 753 | $193.7K | 0.02% | +616+449.6% | Added |
| Creative Financial Designs Inc | 744 | $191.3K | 0.02% | −3−0.4% | Reduced |
| Manchester Capital Management LLC | 743 | $191.2K | 0.02% | +59+8.6% | Added |
| Raffa Wealth Management, LLC | 719 | $185.0K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 714 | $183.8K | 0.04% | +714 | New |
| Sentry Investment Management LLC | 702 | $181.0K | 0.08% | −144−17.0% | Reduced |
| Parkside Financial Bank & Trust | 672 | $172.9K | 0.03% | +10+1.5% | Added |
| Emerald Mutual Fund Advisers Trust | 672 | $172.9K | 0.01% | −17−2.5% | Reduced |
| Colonial Trust Co | 670 | $172.3K | 0.03% | +45+7.2% | Added |
| Farther Finance Advisors, LLC | 662 | $169.7K | 0.01% | +109+19.7% | Added |
| Mather Group, LLC. | 622 | $169.0K | 0.00% | −32−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 652 | $167.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 640 | $164.7K | 0.02% | −176−21.6% | Reduced |
| Smartleaf Asset Management LLC | 605 | $154.8K | 0.03% | +343+130.9% | Added |
| Beach Investment Counsel Inc | 600 | $154.0K | 0.02% | +600 | New |
| AdvisorNet Financial, Inc | 588 | $151.3K | 0.01% | +16+2.8% | Added |
| United Community Bank | 573 | $147.4K | 0.06% | −15−2.6% | Reduced |
| Westpac Banking Corp | 536 | $137.9K | 0.01% | +536 | New |
| Park Place Capital Corp | 522 | $134.3K | 0.04% | −7−1.3% | Reduced |
| Archer Investment Corp | 507 | $130.4K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $128.6K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $128.6K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $128.6K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 475 | $122.2K | 0.06% | −50−9.5% | Reduced |
| Princeton Global Asset Management LLC | 475 | $122.2K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 454 | $116.8K | 0.01% | −91−16.7% | Reduced |
| Lindbrook Capital, LLC | 452 | $116.3K | 0.01% | +21+4.9% | Added |
| Vestor Capital, LLC | 450 | $116.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $115.8K | 0.07% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 439 | $112.9K | 0.08% | 00.0% | Unchanged |
| City State Bank | 439 | $112.9K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 425 | $109.3K | 0.07% | +425 | New |
| Eagle Bay Advisors LLC | 415 | $106.8K | 0.06% | +369+802.2% | Added |
| Evermay Wealth Management LLC | 414 | $106.5K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 410 | $105.5K | 0.02% | +10+2.5% | Added |
| Rothschild Investment LLC | 408 | $105.0K | 0.01% | +36+9.7% | Added |
| Register Financial Advisors LLC | 406 | $104.4K | 0.05% | −17−4.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 406 | $104.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $102.9K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $102.9K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 393 | $101.0K | 0.01% | +103+35.5% | Added |
| Ronald Blue Trust, Inc. | 363 | $98.6K | 0.00% | +20+5.8% | Added |
| Global Trust Asset Management, LLC | 380 | $97.8K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 355 | $91.3K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 352 | $90.6K | 0.00% | +57+19.3% | Added |
| General Partner, Inc. | 332 | $85.4K | 0.05% | 00.0% | Unchanged |
| Tobam | 311 | $80.0K | 0.01% | −467−60.0% | Reduced |
| TSFG, LLC | 302 | $78.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 303 | $77.7K | 0.01% | +303 | New |
| Hall Laurie J Trustee | 300 | $77.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 295 | $75.9K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 283 | $72.8K | 0.01% | −38−11.8% | Reduced |
| Planning Capital Management Corp | 278 | $71.5K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 269 | $69.2K | 0.00% | −2−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 264 | $67.9K | 0.06% | +169+177.9% | Added |
| Riverview Trust Co | 252 | $64.8K | 0.06% | −1,325−84.0% | Reduced |
| Advantage Trust Co | 250 | $64.3K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 249 | $64.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $63.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 240 | $61.8K | 0.01% | −2−0.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 227 | $58.4K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 223 | $57.4K | 0.01% | +18+8.8% | Added |
| Paladin Advisory Group, LLC | 223 | $57.2K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 221 | $56.9K | 0.01% | +20+10.0% | Added |
| Fairfield Financial Advisors, LTD | 221 | $56.8K | 0.02% | +221 | New |
| Chris Bulman Inc | 211 | $54.3K | 0.04% | +211 | New |
| Venturi Wealth Management, LLC | 209 | $53.8K | 0.00% | +159+318.0% | Added |
| West Paces Advisors Inc. | 208 | $53.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 207 | $53.3K | 0.01% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 203 | $52.2K | 0.01% | +145+250.0% | Added |
| Blume Capital Management, Inc. | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 199 | $51.2K | 0.01% | +16+8.7% | Added |
| Pinnacle Bancorp, Inc. | 191 | $49.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 191 | $49.1K | 0.02% | +70+57.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 187 | $48.1K | 0.01% | +2+1.1% | Added |
| Quent Capital, LLC | 187 | $48.1K | 0.01% | +5+2.7% | Added |
| Loomis Sayles & Co L P | 184 | $47.0K | 0.00% | +4+2.2% | Added |
| Chilton Capital Management LLC | 180 | $46.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 168 | $43.2K | 0.00% | +168 | New |
| Atlantic Trust, LLC | 166 | $42.7K | 0.01% | −19−10.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $42.7K | 0.02% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 165 | $42.4K | 0.02% | +165 | New |
| Liberty Wealth Management LLC | 42,379 | $42.0K | 0.01% | +42,379 | New |
| Pin Oak Investment Advisors Inc | 158 | $41.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 154 | $39.4K | 0.01% | +3+2.0% | Added |