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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 7,801 | $2.01M | 0.00% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,720 | $1.99M | 0.56% | −54−0.7% | Reduced |
| Northstar Asset Management LLC | 7,693 | $1.98M | 0.48% | −125−1.6% | Reduced |
| Dohj, LLC | 7,633 | $1.96M | 0.49% | +886+13.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 7,569 | $1.95M | 2.05% | −5−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 7,567 | $1.95M | 0.02% | +359+5.0% | Added |
| Citizens National Bank Trust Department | 7,517 | $1.93M | 0.43% | +40+0.5% | Added |
| Gs Investments, Inc. | 7,485 | $1.93M | 0.91% | 00.0% | Unchanged |
| Condor Capital Management | 7,457 | $1.92M | 0.18% | −264−3.4% | Reduced |
| Silvercrest Asset Management Group LLC | 7,347 | $1.89M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,310 | $1.88M | 0.01% | −852−10.4% | Reduced |
| Pinnacle Financial Partners Inc | 7,212 | $1.87M | 0.04% | +4+0.1% | Added |
| West Oak Capital, LLC | 7,235 | $1.86M | 0.75% | +60+0.8% | Added |
| Marco Investment Management LLC | 7,151 | $1.84M | 0.17% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7,137 | $1.84M | 0.17% | +395+5.9% | Added |
| Gotham Asset Management, LLC | 7,113 | $1.83M | 0.02% | −17,779−71.4% | Reduced |
| Teamwork Financial Advisors, LLC | 7,061 | $1.82M | 0.27% | +1,245+21.4% | Added |
| TriaGen Wealth Management LLC | 7,058 | $1.82M | 0.70% | −16−0.2% | Reduced |
| Allianz SE | 7,017 | $1.81M | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 7,278 | $1.79M | 0.01% | +4,854+200.2% | Added |
| U S Global Investors Inc | 6,940 | $1.79M | 0.17% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,931 | $1.78M | 0.28% | +539+8.4% | Added |
| Moody National Bank Trust Division | 6,911 | $1.78M | 0.14% | +153+2.3% | Added |
| Umb Bank N A | 6,884 | $1.77M | 0.03% | +142+2.1% | Added |
| Rakuten Investment Management, Inc. | 6,904 | $1.77M | 0.01% | +2,546+58.4% | Added |
| Cross Staff Investments Inc | 6,798 | $1.75M | 1.46% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,750 | $1.74M | 0.31% | +214+3.3% | Added |
| Coastline Trust Co | 6,740 | $1.73M | 0.20% | −355−5.0% | Reduced |
| Radnor Capital Management, LLC | 6,679 | $1.72M | 0.52% | +100+1.5% | Added |
| Zevenbergen Capital Investments LLC | 6,660 | $1.71M | 0.04% | −210−3.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,650 | $1.71M | 0.96% | −3,615−35.2% | Reduced |
| Webster Bank, N. A. | 6,637 | $1.71M | 0.19% | −471−6.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,636 | $1.71M | 0.71% | +807+13.8% | Added |
| Clearstead Advisors, LLC | 6,632 | $1.71M | 0.03% | +48+0.7% | Added |
| Avantax Planning Partners, Inc. | 6,629 | $1.71M | 0.05% | −16−0.2% | Reduced |
| Vinva Investment Management Ltd | 6,630 | $1.70M | 0.09% | +439+7.1% | Added |
| HM Payson & Co | 6,593 | $1.70M | 0.03% | −175−2.6% | Reduced |
| Credit Agricole S A | 6,587 | $1.69M | 0.01% | −3,896−37.2% | Reduced |
| Thrivent Financial for Lutherans | 6,496 | $1.67M | 0.00% | −1,021−13.6% | Reduced |
| DoubleLine ETF Adviser LP | 6,494 | $1.67M | 0.44% | −558−7.9% | Reduced |
| Ameritas Advisory Services, LLC | 6,362 | $1.64M | 0.06% | +490+8.3% | Added |
| Virtu Financial LLC | 6,361 | $1.64M | 0.11% | +6,361 | New |
| Williams Jones Wealth Management, LLC. | 6,258 | $1.61M | 0.02% | −45−0.7% | Reduced |
| RSM US Wealth Management LLC | 6,261 | $1.61M | 0.03% | +3,722+146.6% | Added |
| Stableford Capital II LLC | 6,467 | $1.61M | 0.63% | +20+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 6,216 | $1.60M | 0.15% | +2,725+78.1% | Added |
| Sigma Planning Corp | 6,159 | $1.58M | 0.05% | −219−3.4% | Reduced |
| Palisade Capital Management LLC | 6,100 | $1.57M | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 6,086 | $1.57M | 0.06% | −115,549−95.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,042 | $1.55M | 0.04% | −30.0% | Reduced |
| Redwood Investments, LLC | 6,457 | $1.55M | 0.53% | −765−10.6% | Reduced |
| Benedict Financial Advisors Inc | 6,010 | $1.55M | 0.39% | +56+0.9% | Added |
| Miller Investment Management, LP | 6,000 | $1.54M | 0.18% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,985 | $1.54M | 0.47% | −37−0.6% | Reduced |
| Platform Technology Partners | 5,882 | $1.51M | 0.52% | +5,882 | New |
| Scientech Research LLC | 5,852 | $1.51M | 0.31% | +5,852 | New |
| Jacobi Capital Management LLC | 5,851 | $1.51M | 0.13% | +86+1.5% | Added |
| Highview Capital Management LLC | 5,821 | $1.50M | 0.62% | −75−1.3% | Reduced |
| Stevens Capital Management LP | 5,779 | $1.49M | 0.50% | +5,779 | New |
| Ossiam | 5,772 | $1.49M | 0.03% | −6,161−51.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,740 | $1.48M | 0.02% | −616−9.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,741 | $1.48M | 0.17% | +5,741 | New |
| Omers Administration Corp | 5,706 | $1.47M | 0.01% | +5,706 | New |
| Public Sector Pension Investment Board | 5,704 | $1.47M | 0.01% | +2,504+78.3% | Added |
| BTG Pactual Asset Management US LLC | 5,699 | $1.47M | 0.37% | +5,699 | New |
| Panagora Asset Management Inc | 5,698 | $1.47M | 0.01% | −3,456−37.8% | Reduced |
| Bryn Mawr Trust Co | 5,682 | $1.46M | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,670 | $1.46M | 0.04% | +110+2.0% | Added |
| Ascent Wealth Partners, LLC | 5,669 | $1.46M | 0.21% | +70+1.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,648 | $1.45M | 0.34% | +103+1.9% | Added |
| Aberdeen Wealth Management LLC | 5,590 | $1.44M | 0.97% | +35+0.6% | Added |
| Kingsview Wealth Management, LLC | 5,581 | $1.44M | 0.03% | −717−11.4% | Reduced |
| Metis Global Partners, LLC | 5,524 | $1.42M | 0.05% | −1,168−17.5% | Reduced |
| Vestcor Inc | 5,467 | $1.41M | 0.05% | −87,200−94.1% | Reduced |
| Brown Advisory Inc | 5,466 | $1.41M | 0.00% | +464+9.3% | Added |
| McDonald Partners LLC | 5,437 | $1.40M | 0.37% | −29−0.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,421 | $1.39M | 0.71% | −200−3.6% | Reduced |
| Martingale Asset Management L P | 5,400 | $1.39M | 0.03% | −161−2.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,355 | $1.38M | 0.52% | −51−0.9% | Reduced |
| Plimoth Trust Co LLC | 5,347 | $1.38M | 0.37% | +200+3.9% | Added |
| GAMMA Investing LLC | 5,339 | $1.37M | 0.19% | +1,235+30.1% | Added |
| Synovus Financial Corp | 5,336 | $1.37M | 0.02% | −826−13.4% | Reduced |
| Fortis Capital Advisors, LLC | 5,328 | $1.37M | 0.49% | +3,181+148.2% | Added |
| Secure Asset Management, LLC | 5,322 | $1.37M | 0.26% | +637+13.6% | Added |
| Trust Investment Advisors | 5,302 | $1.36M | 0.87% | −20−0.4% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.36M | 1.82% | 00.0% | Unchanged |
| Lipe & Dalton | 5,283 | $1.36M | 0.73% | −125−2.3% | Reduced |
| Marion Wealth Management | 5,265 | $1.35M | 0.40% | +144+2.8% | Added |
| Knollwood Investment Advisory, LLC | 5,259 | $1.35M | 0.15% | +3,101+143.7% | Added |
| Siemens Fonds Invest GmbH | 5,257 | $1.35M | 0.10% | +77+1.5% | Added |
| Brinker Capital Investments, LLC | 5,253 | $1.35M | 0.01% | +1,577+42.9% | Added |
| Orion Portfolio Solutions, LLC | 5,253 | $1.35M | 0.01% | +1,577+42.9% | Added |
| Premier Path Wealth Partners, LLC | 5,246 | $1.35M | 0.23% | +111+2.2% | Added |
| We Are One Seven, LLC | 5,230 | $1.35M | 0.06% | +2,777+113.2% | Added |
| Paradigm Asset Management Co LLC | 5,200 | $1.34M | 0.37% | +5,200 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,193 | $1.34M | 0.09% | −116−2.2% | Reduced |
| Natixis | 5,167 | $1.33M | 0.01% | +5,167 | New |
| Fairbanks Capital Management, Inc. | 5,167 | $1.33M | 0.87% | +119+2.4% | Added |
| Kennedy Investment Group | 5,155 | $1.33M | 0.67% | −83−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,154 | $1.33M | 0.12% | +24+0.5% | Added |