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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 3,412 | $877.8K | 0.06% | +812+31.2% | Added |
| Wealthfront Advisers LLC | 3,411 | $877.6K | 0.00% | −1,416−29.3% | Reduced |
| ELCO Management Co., LLC | 3,390 | $872.2K | 0.51% | −20−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 3,380 | $869.0K | 0.06% | +1,352+66.7% | Added |
| Jones Financial Companies LLLP | 3,374 | $868.1K | 0.00% | +3,151+1,413.0% | Added |
| Everpar Advisors LLC | 3,370 | $867.0K | 0.43% | +347+11.5% | Added |
| Forum Financial Management, LP | 3,365 | $865.8K | 0.02% | −10.0% | Reduced |
| Qtron Investments LLC | 3,363 | $865.2K | 0.13% | +2,314+220.6% | Added |
| Glenmede Trust Co NA | 3,354 | $862.9K | 0.00% | +634+23.3% | Added |
| Fox Run Management, L.L.C. | 3,352 | $862.4K | 0.16% | +3,352 | New |
| QRG Capital Management, Inc. | 3,351 | $862.2K | 0.01% | +86+2.6% | Added |
| SFMG, LLC | 3,343 | $860.1K | 0.07% | −2−0.1% | Reduced |
| Synergy Financial Management, LLC | 3,327 | $856.0K | 0.13% | −361−9.8% | Reduced |
| KCM Investment Advisors LLC | 3,326 | $855.7K | 0.03% | +10.0% | Added |
| Atlas Brown,Inc. | 3,308 | $851.1K | 0.31% | +10.0% | Added |
| Parsons Capital Management Inc | 3,282 | $844.4K | 0.06% | −50−1.5% | Reduced |
| Schroder Investment Management Group | 3,258 | $838.2K | 0.00% | +3,258 | New |
| TLWM | 3,241 | $833.8K | 0.18% | +50+1.6% | Added |
| Laraway Financial Inc | 3,240 | $833.6K | 0.71% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,224 | $829.2K | 0.08% | +3,224 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,219 | $828.0K | 0.01% | +164+5.4% | Added |
| NorthRock Partners, LLC | 3,196 | $822.3K | 0.03% | −1,329−29.4% | Reduced |
| Independent Advisor Alliance | 3,173 | $816.2K | 0.03% | +15+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $813.3K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 3,129 | $805.0K | 0.09% | +67+2.2% | Added |
| Neo Ivy Capital Management | 3,124 | $804.0K | 0.16% | +3,124 | New |
| Benjamin F. Edwards & Company, Inc. | 3,118 | $802.0K | 0.01% | +385+14.1% | Added |
| Meridian Investment Counsel Inc. | 3,110 | $800.1K | 0.25% | +50+1.6% | Added |
| Haverford Trust Co | 3,107 | $799.4K | 0.01% | +10+0.3% | Added |
| Bleakley Financial Group, LLC | 3,078 | $791.8K | 0.02% | +209+7.3% | Added |
| Simplicity Wealth,LLC | 3,078 | $791.8K | 0.02% | +215+7.5% | Added |
| CNB Bank | 3,073 | $790.6K | 0.38% | +91+3.1% | Added |
| Forte Capital LLC | 3,056 | $786.3K | 0.09% | −18−0.6% | Reduced |
| Apollon Wealth Management, LLC | 3,056 | $786.2K | 0.02% | +316+11.5% | Added |
| Moneta Group Investment Advisors LLC | 3,047 | $783.8K | 0.01% | −132−4.2% | Reduced |
| Oder Investment Management, LLC | 3,046 | $783.6K | 0.71% | +3,046 | New |
| Cumberland Partners Ltd | 3,035 | $780.8K | 0.06% | +3,035 | New |
| NewEdge Wealth, LLC | 3,021 | $777.3K | 0.02% | −481−13.7% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $771.8K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,009 | $771.2K | 0.43% | +145+5.1% | Added |
| Ballentine Partners, LLC | 2,960 | $761.5K | 0.01% | +372+14.4% | Added |
| Axxcess Wealth Management, LLC | 2,933 | $754.6K | 0.02% | −2,696−47.9% | Reduced |
| Montag A & Associates Inc | 2,922 | $751.8K | 0.04% | −247−7.8% | Reduced |
| Copperwynd Financial, LLC | 3,058 | $749.7K | 0.24% | +279+10.0% | Added |
| Burns Matteson Capital Management, LLC | 2,910 | $748.7K | 0.47% | +44+1.5% | Added |
| Arlington Trust Co LLC | 2,900 | $746.1K | 0.18% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,900 | $746.1K | 0.45% | +2,900 | New |
| NBC Securities, Inc. | 2,849 | $733.0K | 0.07% | −9−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,840 | $730.7K | 0.20% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,831 | $728.4K | 0.14% | +387+15.8% | Added |
| HMS Capital Management, LLC | 2,828 | $727.5K | 0.38% | +10.0% | Added |
| First Citizens Bank & Trust Co | 2,824 | $726.6K | 0.01% | +22+0.8% | Added |
| Grove Bank & Trust | 2,814 | $724.0K | 0.12% | +358+14.6% | Added |
| Aries Wealth Management | 2,796 | $719.4K | 0.23% | 00.0% | Unchanged |
| Old Port Advisors | 2,788 | $717.4K | 0.21% | −3−0.1% | Reduced |
| Brown Financial Advisors | 2,761 | $710.4K | 0.32% | +2,761 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,862 | $710.0K | 0.01% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 2,754 | $708.5K | 0.43% | −201−6.8% | Reduced |
| Prospera Financial Services Inc | 2,751 | $708.1K | 0.02% | +515+23.0% | Added |
| Exchange Capital Management, Inc. | 2,745 | $706.3K | 0.12% | −2−0.1% | Reduced |
| Ci Investments Inc. | 2,741 | $705.0K | 0.00% | −34−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,738 | $704.5K | 0.03% | +410+17.6% | Added |
| Legacy Advisors, LLC | 2,734 | $703.4K | 0.09% | +2,734 | New |
| Douglass Winthrop Advisors, LLC | 2,726 | $701.3K | 0.01% | +19+0.7% | Added |
| Patten Group, Inc. | 2,720 | $699.8K | 0.17% | +56+2.1% | Added |
| Kings Path Partners LLC | 2,716 | $698.8K | 0.33% | +2,716 | New |
| Girard Partners Ltd. | 2,713 | $698.1K | 0.07% | −723−21.0% | Reduced |
| Raymond James Trust N.A. | 2,698 | $694.1K | 0.02% | −105−3.7% | Reduced |
| IHT Wealth Management, LLC | 2,695 | $693.5K | 0.03% | −148−5.2% | Reduced |
| HBW Advisory Services LLC | 2,674 | $688.0K | 0.11% | −426−13.7% | Reduced |
| Sterling Investment Counsel, LLC | 2,672 | $687.5K | 0.27% | +108+4.2% | Added |
| HB Wealth Management, LLC | 2,665 | $685.7K | 0.01% | +918+52.5% | Added |
| Summit Trail Advisors, LLC | 2,663 | $685.1K | 0.02% | −462−14.8% | Reduced |
| Shelton Wealth Management, LLC | 2,661 | $684.6K | 0.41% | +523+24.5% | Added |
| LVW Advisors, LLC | 2,654 | $682.8K | 0.10% | +5+0.2% | Added |
| Prelude Capital Management, LLC | 2,649 | $681.5K | 0.06% | +2,649 | New |
| Morningstar Investment Management LLC | 2,639 | $679.0K | 0.07% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 2,627 | $675.9K | 0.02% | +404+18.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,626 | $675.6K | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 2,597 | $668.2K | 0.01% | +350+15.6% | Added |
| Personal Cfo Solutions, LLC | 2,580 | $663.9K | 0.10% | −17−0.7% | Reduced |
| Hancock Whitney Corp | 2,579 | $663.5K | 0.02% | −1,034−28.6% | Reduced |
| Resources Investment Advisors, LLC. | 2,571 | $661.5K | 0.01% | −1,403−35.3% | Reduced |
| Vident Advisory, LLC | 2,552 | $656.7K | 0.02% | +634+33.1% | Added |
| Anchor Investment Management, LLC | 2,548 | $655.5K | 0.07% | +76+3.1% | Added |
| Tufton Capital Management | 2,530 | $650.9K | 0.13% | +72+2.9% | Added |
| Kovack Advisors, Inc. | 2,518 | $647.8K | 0.07% | +952+60.8% | Added |
| Roanoke Asset Management Corp | 2,500 | $643.0K | 0.21% | −150−5.7% | Reduced |
| StoneX Group Inc. | 2,497 | $642.4K | 0.05% | +2,497 | New |
| Empirical Finance, LLC | 2,480 | $638.1K | 0.04% | −132−5.1% | Reduced |
| Equitable Holdings, Inc. | 2,480 | $638.1K | 0.01% | +144+6.2% | Added |
| Gateway Investment Advisers LLC | 2,472 | $636.0K | 0.01% | −100−3.9% | Reduced |
| Independence Bank of Kentucky | 2,439 | $627.5K | 0.17% | +505+26.1% | Added |
| Global Retirement Partners, LLC | 2,436 | $626.7K | 0.02% | +297+13.9% | Added |
| Empowered Funds, LLC | 2,432 | $625.7K | 0.01% | −884−26.7% | Reduced |
| Tompkins Financial Corp | 2,420 | $622.6K | 0.07% | +1,413+140.3% | Added |
| Arnhold LLC | 2,400 | $617.5K | 0.07% | 00.0% | Unchanged |
| Swedbank AB | 2,400 | $617.5K | 0.00% | +337+16.3% | Added |
| 1620 Investment Advisors, Inc. | 2,398 | $617.0K | 0.47% | +35+1.5% | Added |
| CoreCap Advisors, LLC | 2,396 | $616.6K | 0.06% | +252+11.8% | Added |