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 |
|---|---|---|---|---|---|
| Pitcairn Co | 5,151 | $1.33M | 0.08% | +3,753+268.5% | Added |
| Venture Visionary Partners LLC | 5,126 | $1.32M | 0.06% | +809+18.7% | Added |
| CWM, LLC | 5,126 | $1.32M | 0.01% | +50+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,124 | $1.32M | 0.03% | +20+0.4% | Added |
| Mirador Capital Partners LP | 5,121 | $1.32M | 0.25% | +589+13.0% | Added |
| Garner Asset Management Corp | 5,110 | $1.31M | 0.64% | +123+2.5% | Added |
| Fiduciary Trust Co | 5,108 | $1.31M | 0.02% | −130−2.5% | Reduced |
| Cornerstone Advisors, LLC | 5,100 | $1.31M | 0.05% | −1,500−22.7% | Reduced |
| Waterfront Wealth Inc. | 5,095 | $1.31M | 0.36% | +121+2.4% | Added |
| Choate Investment Advisors | 5,051 | $1.30M | 0.03% | +81+1.6% | Added |
| Quantinno Capital Management LP | 5,016 | $1.29M | 0.02% | +1,028+25.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,988 | $1.28M | 0.05% | +112+2.3% | Added |
| Hudson Bay Capital Management LP | 4,965 | $1.28M | 0.01% | −151−3.0% | Reduced |
| Bessemer Group Inc | 4,957 | $1.28M | 0.00% | +1,406+39.6% | Added |
| Privium Fund Management (UK) Ltd | 5,090 | $1.27M | 0.50% | −5,400−51.5% | Reduced |
| TD Private Client Wealth LLC | 4,946 | $1.27M | 0.04% | +72+1.5% | Added |
| United Capital Financial Advisers, LLC | 4,942 | $1.27M | 0.01% | −441−8.2% | Reduced |
| Ancora Advisors, LLC | 4,939 | $1.27M | 0.03% | +188+4.0% | Added |
| Crossmark Global Holdings, Inc. | 4,920 | $1.27M | 0.02% | −339−6.4% | Reduced |
| Barden Capital Management, Inc. | 4,919 | $1.26M | 1.19% | +14+0.3% | Added |
| Banque Cantonale Vaudoise | 4,880 | $1.26M | 0.05% | +2,181+80.8% | Added |
| FIL Ltd | 4,866 | $1.25M | 0.00% | +326+7.2% | Added |
| Stablepoint Partners, LLC | 5,055 | $1.24M | 0.24% | +595+13.3% | Added |
| Hunter Associates Investment Management LLC | 4,805 | $1.24M | 0.21% | +231+5.1% | Added |
| Daymark Wealth Partners, LLC | 4,817 | $1.24M | 0.06% | +212+4.6% | Added |
| Alaethes Wealth LLC | 4,812 | $1.24M | 0.51% | +158+3.4% | Added |
| Meeder Advisory Services, Inc. | 4,812 | $1.24M | 0.09% | +1,925+66.7% | Added |
| Ieq Capital, LLC | 4,799 | $1.23M | 0.02% | +636+15.3% | Added |
| Steel Peak Wealth Management LLC | 4,776 | $1.23M | 0.06% | +275+6.1% | Added |
| American National Bank | 4,765 | $1.23M | 0.15% | +85+1.8% | Added |
| Delta Financial Advisors LLC | 4,762 | $1.23M | 0.47% | +6+0.1% | Added |
| Eads & Heald Wealth Management | 4,734 | $1.22M | 0.59% | +608+14.7% | Added |
| Audent Global Asset Management, LLC | 4,688 | $1.21M | 1.26% | −272−5.5% | Reduced |
| Gilbert & Cook, Inc. | 4,683 | $1.20M | 0.18% | −471−9.1% | Reduced |
| Mattson Financial Services, LLC | 4,677 | $1.20M | 0.43% | +4,677 | New |
| Byrne Asset Management LLC | 4,634 | $1.19M | 0.85% | −35−0.7% | Reduced |
| HighVista Strategies LLC | 4,600 | $1.18M | 0.43% | +200+4.5% | Added |
| Wealthcare Advisory Partners LLC | 4,593 | $1.18M | 0.04% | +755+19.7% | Added |
| Neumann Capital Management, LLC | 4,557 | $1.17M | 0.40% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 4,535 | $1.17M | 0.83% | −58−1.3% | Reduced |
| Crescent Sterling, Ltd. | 4,453 | $1.15M | 1.10% | −89−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,388 | $1.13M | 0.01% | +689+18.6% | Added |
| Shapiro Capital Management LLC | 4,380 | $1.13M | 0.03% | −400−8.4% | Reduced |
| Pictet & Cie (Europe) SA | 4,363 | $1.12M | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 4,330 | $1.11M | 0.07% | −125−2.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,300 | $1.11M | 0.03% | +4,300 | New |
| Cullinan Associates Inc | 4,282 | $1.10M | 0.06% | −500−10.5% | Reduced |
| La Banque Postale Asset Management SA | 4,274 | $1.10M | 0.05% | +4,274 | New |
| Essex Financial Services, Inc. | 4,563 | $1.09M | 0.08% | +1,141+33.3% | Added |
| Coastal Investment Advisors, Inc. | 4,210 | $1.08M | 0.21% | −1,018−19.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,180 | $1.08M | 0.04% | +1,938+86.4% | Added |
| Principal Securities, Inc. | 4,160 | $1.07M | 0.03% | +1,614+63.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,153 | $1.07M | 0.05% | +203+5.1% | Added |
| Emerald Advisers, LLC | 4,151 | $1.07M | 0.04% | −672−13.9% | Reduced |
| Bahl & Gaynor Inc | 4,135 | $1.06M | 0.01% | −1,224−22.8% | Reduced |
| Hohimer Wealth Management, LLC | 4,113 | $1.06M | 0.25% | −10,773−72.4% | Reduced |
| Burns J W & Co Inc | 4,103 | $1.06M | 0.14% | −84−2.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,096 | $1.05M | 0.02% | −66−1.6% | Reduced |
| FORA Capital, LLC | 4,066 | $1.05M | 0.13% | +4,066 | New |
| Hantz Financial Services, Inc. | 4,051 | $1.04M | 0.02% | +46+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 4,037 | $1.04M | 0.35% | +61+1.5% | Added |
| Independent Solutions Wealth Management, LLC | 4,025 | $1.04M | 0.24% | −162−3.9% | Reduced |
| NEOS Investment Management LLC | 4,024 | $1.04M | 0.04% | +996+32.9% | Added |
| Ally Financial Inc. | 4,000 | $1.03M | 0.13% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4,000 | $1.03M | 0.45% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,999 | $1.03M | 0.03% | −92−2.2% | Reduced |
| Magnolia Capital Management Ltd | 3,945 | $1.01M | 0.85% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,943 | $1.01M | 0.12% | +378+10.6% | Added |
| Aviso Financial Inc. | 3,941 | $1.01M | 0.06% | +3,941 | New |
| Intact Investment Management Inc. | 3,910 | $1.01M | 0.04% | +1,410+56.4% | Added |
| First Hawaiian Bank | 3,819 | $982.6K | 0.03% | −66−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,804 | $978.7K | 0.02% | −3,093−44.8% | Reduced |
| Wellington Shields Capital Management, LLC | 3,795 | $976.4K | 0.18% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,789 | $973.0K | 0.00% | +3,152+494.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,768 | $969.4K | 0.04% | −269−6.7% | Reduced |
| Tranquility Partners, LLC | 3,761 | $967.6K | 0.37% | −45−1.2% | Reduced |
| Investment Management Corp of Ontario | 3,755 | $966.1K | 0.03% | +1,100+41.4% | Added |
| Harbor Investment Advisory, LLC | 3,739 | $961.9K | 0.10% | +108+3.0% | Added |
| Private Wealth Partners, LLC | 3,720 | $957.1K | 0.07% | +120+3.3% | Added |
| Schear Investment Advisers, LLC | 3,697 | $951.2K | 0.69% | +960+35.1% | Added |
| Diamant Asset Management, Inc. | 3,695 | $950.6K | 0.64% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,679 | $946.4K | 0.84% | −15−0.4% | Reduced |
| Veriti Management LLC | 3,665 | $943.0K | 0.06% | +861+30.7% | Added |
| CAPROCK Group, Inc. | 3,642 | $937.2K | 0.04% | +489+15.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,590 | $923.6K | 0.07% | +1,607+81.0% | Added |
| First Command Advisory Services, Inc. | 3,581 | $920.5K | 0.01% | −115−3.1% | Reduced |
| Advisors Asset Management, Inc. | 3,558 | $915.4K | 0.02% | +45+1.3% | Added |
| Prentice Wealth Management LLC | 3,553 | $914.1K | 0.30% | −47−1.3% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $911.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,538 | $910.0K | 0.01% | +308+9.5% | Added |
| Dover Advisors, LLC | 3,537 | $910.0K | 0.56% | +51+1.5% | Added |
| Diversify Advisory Services, LLC | 3,577 | $901.7K | 0.05% | +1,806+102.0% | Added |
| Capital Management Associates | 3,500 | $900.5K | 1.07% | 00.0% | Unchanged |
| BNP Paribas | 3,492 | $898.4K | 0.05% | −1,600−31.4% | Reduced |
| ISAM Funds (UK) Ltd | 3,485 | $896.6K | 0.67% | +3,485 | New |
| Boston Private Wealth LLC | 3,477 | $894.5K | 0.02% | −602−14.8% | Reduced |
| Portman Square Capital LLP | 3,461 | $890.4K | 0.30% | +3,461 | New |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $887.6K | 0.61% | 00.0% | Unchanged |
| Cooper Financial Group | 3,439 | $884.9K | 0.13% | +353+11.4% | Added |
| Tectonic Advisors LLC | 3,416 | $878.9K | 0.06% | +286+9.1% | Added |