Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2024: 1,342 institutions

Value heldQ2 2024: $37.5B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bell Investment Advisors, Inc	152	$39.1K	0.01%	+16+11.8%	Added
Clean Yield Group	150	$38.6K	0.01%	−50−25.0%	Reduced
Salomon & Ludwin, LLC	150	$38.6K	0.00%	−24−13.8%	Reduced
Heritage Wealth Advisors	150	$38.6K	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	150	$38.6K	0.01%	+38+33.9%	Added
Wellington Shields & Co., LLC	150	$38.6K	0.01%	+50+50.0%	Added
Farmers & Merchants Investments Inc	145	$37.3K	0.00%	−110−43.1%	Reduced
Center for Financial Planning, Inc.	145	$37.3K	0.01%	00.0%	Unchanged
Tacita Capital Inc	145	$37.3K	0.03%	00.0%	Unchanged
Castleview Partners, LLC	144	$37.0K	0.02%	−87−37.7%	Reduced
Exchange Traded Concepts, LLC	141	$36.3K	0.00%	+71+101.4%	Added
Ashton Thomas Private Wealth, LLC	141	$36.3K	0.00%	+141	New
Opal Wealth Advisors, LLC	139	$35.8K	0.01%	+139	New
Asset Dedication, LLC	138	$35.5K	0.00%	+20+16.9%	Added
First Financial Corp	130	$33.4K	0.02%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	130	$33.4K	0.02%	+130	New
J.Safra Asset Management Corp	128	$32.9K	0.00%	−360−73.8%	Reduced
Private Ocean, LLC	125	$32.2K	0.00%	−9−6.7%	Reduced
Washington Trust Advisors, Inc.	125	$32.2K	0.00%	+125	New
Horizon Bancorp Inc	125	$32.0K	0.02%	+125	New
Investors Research Corp	124	$31.9K	0.01%	00.0%	Unchanged
Hanson & Doremus Investment Management	119	$31.0K	0.01%	00.0%	Unchanged
Davis Capital Management	116	$29.7K	0.03%	00.0%	Unchanged
Sachetta, LLC	120	$29.2K	0.01%	−120−50.0%	Reduced
MCF Advisors LLC	113	$29.1K	0.00%	+13+13.0%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	112	$28.8K	0.01%	+112	New
Caldwell Trust Co	100	$25.7K	0.00%	−1,590−94.1%	Reduced
Hallmark Capital Management Inc	100	$25.7K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$25.7K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	100	$25.7K	0.01%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$25.7K	0.01%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	100	$25.7K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	99	$25.5K	0.00%	−62−38.5%	Reduced
New Millennium Group LLC	97	$25.0K	0.02%	+97	New
PEAK6 Investments LLC	93	$24.0K	0.00%	+93	New
Hollencrest Capital Management	92	$23.7K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	90	$23.3K	0.01%	+19+26.8%	Added
Northwest Capital Management Inc	90	$23.2K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	90	$23.2K	0.01%	+40+80.0%	Added
Covestor Ltd	87	$22.0K	0.01%	+3+3.6%	Added
Migdal Insurance & Financial Holdings Ltd.	87	$22.0K	0.00%	+87	New
First Community Trust NA	85	$21.9K	0.02%	+85	New
Great Lakes Retirement, Inc.	82	$21.1K	0.00%	+82	New
Householder Group Estate & Retirement Specialist, LLC	81	$21.0K	0.01%	+25+44.6%	Added
JNBA Financial Advisors	80	$20.6K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	79	$20.2K	0.00%	+20+33.9%	Added
True Wealth Design, LLC	78	$20.1K	0.00%	00.0%	Unchanged
Motco	78	$20.1K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	76	$20.0K	0.00%	+7+10.1%	Added
Annapolis Financial Services, LLC	75	$19.3K	0.01%	00.0%	Unchanged
ICA Group Wealth Management, LLC	71	$18.3K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	71	$18.0K	0.01%	00.0%	Unchanged
Flputnam Investment Management Co	67	$17.2K	0.00%	+67	New
TFC Financial Management	65	$16.7K	0.00%	−1−1.5%	Reduced
Providence Capital Advisors, LLC	65	$16.7K	0.00%	00.0%	Unchanged
Abound Wealth Management	64	$16.5K	0.01%	00.0%	Unchanged
Godsey & Gibb Associates	62	$16.0K	0.00%	+62	New
Fortitude Family Office, LLC	62	$16.0K	0.01%	+25+67.6%	Added
SYSTM Wealth Solutions LLC	60	$15.4K	0.00%	−177−74.7%	Reduced
Financial Management Professionals, Inc.	58	$15.0K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	57	$14.7K	0.02%	00.0%	Unchanged
First Personal Financial Services	54	$13.9K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	53	$13.6K	0.00%	+53	New
Winch Advisory Services, LLC	52	$13.5K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$13.4K	0.01%	00.0%	Unchanged
Zions Bancorporation, N.A.	51	$13.1K	0.00%	+13+34.2%	Added
Caitlin John, LLC	51	$13.0K	0.01%	+51	New
Breakwater Investment Management	50	$12.9K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	46	$11.8K	0.01%	−2−4.2%	Reduced
Private Wealth Management Group, LLC	46	$11.8K	0.01%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$11.6K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	43	$11.1K	0.01%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	43	$11.1K	0.00%	+1+2.4%	Added
Centerpoint Advisors, LLC	44	$11.0K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	41	$10.5K	0.00%	−11−21.2%	Reduced
Carolina Wealth Advisors, LLC	40	$10.3K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	39	$10.0K	0.00%	+3+8.3%	Added
Anfield Capital Management, LLC	39	$10.0K	0.00%	+39	New
Meeder Asset Management Inc	38	$9.78K	0.00%	−1−2.6%	Reduced
Mascoma Wealth Management LLC	38	$9.78K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	36	$9.28K	0.01%	−25−41.0%	Reduced
Bogart Wealth, LLC	36	$9.26K	0.00%	−15−29.4%	Reduced
CarsonAllaria Wealth Management, Ltd.	32	$8.22K	0.01%	+1+3.2%	Added
EdgeRock Capital LLC	29	$7.46K	0.01%	+29	New
Cornerstone Planning Group LLC	31	$7.33K	0.00%	−29−48.3%	Reduced
Centennial Bank	25	$6.43K	0.00%	−10−28.6%	Reduced
IAG Wealth Partners, LLC	25	$6.43K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	24	$6.17K	0.00%	+24	New
Ogorek Anthony Joseph	24	$6.00K	0.00%	−6−20.0%	Reduced
Pension & Wealth Management Advisors, Inc.	20	$5.18K	0.00%	00.0%	Unchanged
Lynx Investment Advisory	17	$4.37K	0.00%	+17	New
Dunhill Financial, LLC	16	$4.01K	0.00%	+4+33.3%	Added
Avion Wealth	16	$4.00K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	15	$4.00K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	15	$3.86K	0.00%	+4+36.4%	Added
Triad Wealth Partners, LLC	15	$3.86K	0.00%	+15	New
Spotlight Asset Group, Inc.	14	$3.60K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$3.37K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	13	$3.35K	0.00%	+9+225.0%	Added
Aspire Private Capital, LLC	13	$3.23K	0.00%	00.0%	Unchanged