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; 1,038 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 23,874 | $6.14M | 0.02% | +1,151+5.1% | Added |
| Oak Ridge Investments LLC | 23,850 | $6.14M | 0.58% | +1,069+4.7% | Added |
| Simplex Trading, LLC | 23,607 | $6.07M | 0.20% | +23,607 | New |
| ProShare Advisors LLC | 23,486 | $6.04M | 0.02% | +3,310+16.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 23,350 | $6.01M | 1.45% | +3,626+18.4% | Added |
| WealthPlan Investment Management, LLC | 23,293 | $5.99M | 0.91% | +635+2.8% | Added |
| Pathstone Holdings, LLC | 23,252 | $5.98M | 0.03% | +1,304+5.9% | Added |
| Edmond de Rothschild Holding S.A. | 23,194 | $5.97M | 0.10% | +3,421+17.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,731 | $5.85M | 0.02% | +1,563+7.4% | Added |
| Public Employees Retirement Association of Colorado | 22,704 | $5.84M | 0.02% | −426−1.8% | Reduced |
| Narwhal Capital Management | 22,556 | $5.80M | 0.55% | +4,115+22.3% | Added |
| Townsend Asset Management Corp | 22,527 | $5.80M | 2.25% | +266+1.2% | Added |
| CIBC Asset Management Inc | 22,310 | $5.74M | 0.02% | −631−2.8% | Reduced |
| New York Life Investment Management LLC | 22,163 | $5.70M | 0.06% | +134+0.6% | Added |
| Liberty Capital Management, Inc. | 22,151 | $5.70M | 1.35% | −22−0.1% | Reduced |
| Legacy Private Trust Co. | 21,967 | $5.65M | 0.40% | −546−2.4% | Reduced |
| Pacer Advisors, Inc. | 21,944 | $5.65M | 0.01% | −104−0.5% | Reduced |
| Xponance, Inc. | 21,857 | $5.62M | 0.06% | −1,691−7.2% | Reduced |
| HGK Asset Management Inc | 21,673 | $5.58M | 1.08% | −683−3.1% | Reduced |
| Groupama Asset Managment | 21,561 | $5.55M | 0.11% | +3,662+20.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,533 | $5.54M | 0.02% | −634−2.9% | Reduced |
| Trust Co of Vermont | 21,512 | $5.53M | 0.30% | +463+2.2% | Added |
| Addison Capital Co | 21,379 | $5.50M | 2.39% | +280+1.3% | Added |
| Yousif Capital Management, LLC | 21,199 | $5.45M | 0.06% | +441+2.1% | Added |
| Renaissance Technologies LLC | 20,900 | $5.38M | 0.01% | −81,300−79.5% | Reduced |
| Nissay Asset Management Corp | 20,623 | $5.31M | 0.04% | +536+2.7% | Added |
| RNC Capital Management LLC | 20,530 | $5.28M | 0.29% | +1,596+8.4% | Added |
| Bokf, NA | 20,278 | $5.22M | 0.09% | −11,973−37.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,116 | $5.18M | 0.08% | +501+2.6% | Added |
| Lighthouse Investment Partners, LLC | 20,000 | $5.15M | 0.29% | −9,440−32.1% | Reduced |
| LMR Partners LLP | 19,998 | $5.15M | 0.11% | −64,966−76.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 19,470 | $5.01M | 1.73% | −266−1.3% | Reduced |
| Bailard, Inc. | 19,327 | $4.97M | 0.14% | −93−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 19,256 | $4.95M | 0.14% | +1,972+11.4% | Added |
| River Wealth Advisors LLC | 19,202 | $4.94M | 0.71% | +434+2.3% | Added |
| Kestra Private Wealth Services, LLC | 19,077 | $4.91M | 0.10% | +155+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 18,800 | $4.84M | 0.07% | −750−3.8% | Reduced |
| Central Trust Co | 18,707 | $4.81M | 0.12% | −4,690−20.0% | Reduced |
| ING Groep NV | 18,664 | $4.80M | 0.03% | −7,479−28.6% | Reduced |
| Resources Management Corp | 18,535 | $4.77M | 0.69% | −140−0.7% | Reduced |
| Toth Financial Advisory Corp | 18,455 | $4.75M | 0.60% | +1,009+5.8% | Added |
| Captrust Financial Advisors | 18,449 | $4.75M | 0.02% | −1,069−5.5% | Reduced |
| Snowden Capital Advisors LLC | 18,289 | $4.71M | 0.14% | −348−1.9% | Reduced |
| Peddock Capital Advisors, LLC | 18,279 | $4.70M | 1.21% | −691−3.6% | Reduced |
| Assetmark, Inc | 18,078 | $4.65M | 0.01% | +1,907+11.8% | Added |
| Daiwa Securities Group Inc. | 17,824 | $4.59M | 0.02% | +1,677+10.4% | Added |
| ExodusPoint Capital Management, LP | 17,705 | $4.55M | 0.05% | −40,672−69.7% | Reduced |
| Chemung Canal Trust Co | 17,682 | $4.55M | 0.88% | +68+0.4% | Added |
| St Germain D J Co Inc | 17,673 | $4.55M | 0.22% | −117−0.7% | Reduced |
| Lee Danner & Bass Inc | 17,625 | $4.54M | 0.35% | +17,625 | New |
| APG Asset Management N.V. | 18,853 | $4.53M | 0.01% | +13,300+239.5% | Added |
| Parallel Advisors, LLC | 17,547 | $4.51M | 0.12% | −583−3.2% | Reduced |
| State of Alaska, Department of Revenue | 17,506 | $4.50M | 0.05% | +50+0.3% | Added |
| SG Americas Securities, LLC | 17,204 | $4.43M | 0.03% | −7,114−29.3% | Reduced |
| WealthPLAN Partners, LLC | 17,155 | $4.41M | 0.47% | +1,274+8.0% | Added |
| Alpha Omega Wealth Management LLC | 17,060 | $4.39M | 0.84% | −371−2.1% | Reduced |
| Oak Asset Management, LLC | 17,042 | $4.38M | 1.61% | +200+1.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 16,965 | $4.36M | 0.85% | +287+1.7% | Added |
| Bank of Nova Scotia | 16,936 | $4.36M | 0.01% | −55,419−76.6% | Reduced |
| First Manhattan Co | 16,881 | $4.34M | 0.01% | −115−0.7% | Reduced |
| Sandy Spring Bank | 16,875 | $4.34M | 0.19% | −141−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,799 | $4.32M | 0.05% | +1,453+9.5% | Added |
| Fulton Bank, N.A. | 16,697 | $4.30M | 0.17% | +958+6.1% | Added |
| Aviance Capital Partners, LLC | 16,613 | $4.27M | 0.61% | +270+1.7% | Added |
| Coldstream Capital Management Inc | 16,606 | $4.27M | 0.10% | +331+2.0% | Added |
| Capital International Sarl | 16,448 | $4.23M | 0.13% | +5,986+57.2% | Added |
| Kavar Capital Partners Group, LLC | 16,417 | $4.22M | 0.76% | −645−3.8% | Reduced |
| Cox Capital Mgt LLC | 16,340 | $4.20M | 2.54% | −214−1.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,263 | $4.18M | 1.12% | +240+1.5% | Added |
| Private Advisor Group, LLC | 16,241 | $4.18M | 0.03% | +31+0.2% | Added |
| Shelton Capital Management | 16,056 | $4.13M | 0.11% | +11,500+252.4% | Added |
| Cresset Asset Management, LLC | 15,935 | $4.10M | 0.02% | +3,320+26.3% | Added |
| Valeo Financial Advisors, LLC | 15,848 | $4.08M | 0.13% | −621−3.8% | Reduced |
| Ostrum Asset Management | 15,843 | $4.08M | 0.36% | +6,427+68.3% | Added |
| Hedeker Wealth, LLC | 15,771 | $4.06M | 1.18% | −581−3.6% | Reduced |
| Sand Hill Global Advisors, LLC | 15,659 | $4.03M | 0.18% | −40.0% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,389 | $3.96M | 0.94% | +2,056+15.4% | Added |
| SWS Partners | 15,374 | $3.95M | 1.18% | −1,223−7.4% | Reduced |
| Infusive Asset Management Inc. | 15,259 | $3.93M | 1.58% | +1,704+12.6% | Added |
| Burney Co | 15,244 | $3.92M | 0.15% | −629−4.0% | Reduced |
| NFJ Investment Group, LLC | 15,109 | $3.89M | 0.12% | +15,109 | New |
| Aureus Asset Management, LLC | 14,973 | $3.85M | 0.27% | +44+0.3% | Added |
| Beacon Pointe Advisors, LLC | 14,813 | $3.81M | 0.05% | −724−4.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,799 | $3.81M | 0.04% | +538+3.8% | Added |
| Walleye Trading LLC | 14,798 | $3.81M | 0.08% | −12,652−46.1% | Reduced |
| Citizens Business Bank | 14,693 | $3.78M | 0.80% | −221−1.5% | Reduced |
| Cypress Asset Management Inc | 14,246 | $3.75M | 0.96% | −19−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 14,207 | $3.66M | 0.09% | +564+4.1% | Added |
| Brookstone Capital Management | 14,673 | $3.64M | 0.06% | +647+4.6% | Added |
| EULAV Asset Management | 14,000 | $3.60M | 0.10% | −1,000−6.7% | Reduced |
| Oregon Public Employees Retirement Fund | 13,831 | $3.56M | 0.07% | +31+0.2% | Added |
| Oak Harvest Investment Services | 13,616 | $3.50M | 0.55% | −1,820−11.8% | Reduced |
| Toroso Investments, LLC | 13,592 | $3.50M | 0.05% | −965−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,575 | $3.49M | 0.06% | +9,650+245.9% | Added |
| Elevatus Welath Management | 13,492 | $3.47M | 1.30% | +13,492 | New |
| Hoylecohen, LLC | 13,489 | $3.47M | 0.26% | −328−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 13,536 | $3.44M | 0.01% | −398−2.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 13,329 | $3.43M | 0.01% | +11,672+704.4% | Added |
| Wolverine Trading, LLC | 13,134 | $3.38M | 0.06% | +7,572+136.1% | Added |
| Millennium Management LLC | 13,100 | $3.37M | 0.00% | −449,534−97.2% | Reduced |