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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 2,387 | $614.1K | 0.04% | +2,387 | New |
| Spire Wealth Management | 2,378 | $611.8K | 0.02% | −1,213−33.8% | Reduced |
| Charter Research & Investment Group, Inc. | 2,366 | $608.7K | 0.48% | +335+16.5% | Added |
| Athena Investment Management | 2,358 | $606.7K | 0.37% | −4−0.2% | Reduced |
| Wedbush Securities Inc | 2,340 | $602.0K | 0.02% | −190−7.5% | Reduced |
| Altshuler Shaham Ltd | 2,334 | $600.5K | 0.02% | −15−0.6% | Reduced |
| Nomura Holdings Inc | 2,332 | $600.0K | 0.00% | +1,047+81.5% | Added |
| Park National Corp | 2,328 | $598.9K | 0.02% | +18+0.8% | Added |
| Sapient Capital LLC | 2,305 | $593.0K | 0.01% | +6+0.3% | Added |
| Prudent Man Advisors, LLC | 2,292 | $589.7K | 0.21% | +82+3.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $580.9K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,219 | $570.9K | 0.02% | −135−5.7% | Reduced |
| Navalign, LLC | 2,215 | $570.0K | 0.18% | +115+5.5% | Added |
| Essex Investment Management Co LLC | 2,215 | $569.9K | 0.11% | −1,367−38.2% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $569.6K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,200 | $566.0K | 0.19% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,177 | $560.0K | 0.04% | +10+0.5% | Added |
| Allred Capital Management, LLC | 2,148 | $552.5K | 0.21% | +5+0.2% | Added |
| AXA S.A. | 2,146 | $552.1K | 0.00% | +754+54.2% | Added |
| International Assets Investment Management, LLC | 2,146 | $552.0K | 0.05% | −16−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,145 | $551.9K | 0.18% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,250 | $551.6K | 0.29% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,115 | $544.2K | 0.04% | +7+0.3% | Added |
| Cooper/Haims Advisors, LLC | 2,103 | $541.0K | 0.30% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,089 | $537.5K | 0.02% | −149−6.7% | Reduced |
| Headinvest, LLC | 2,084 | $536.2K | 0.11% | −76−3.5% | Reduced |
| Lake Street Financial LLC | 2,067 | $531.8K | 0.07% | +593+40.2% | Added |
| Relative Value Partners Group, LLC | 2,067 | $531.8K | 0.07% | +2,067 | New |
| Independent Financial Group, LLC | 2,054 | $528.8K | 0.02% | +74+3.7% | Added |
| Cozad Asset Management Inc | 2,055 | $528.7K | 0.05% | −60−2.8% | Reduced |
| Lake Street Advisors Group, LLC | 2,048 | $526.9K | 0.03% | −161−7.3% | Reduced |
| Arcataur Capital Management LLC | 2,035 | $523.6K | 0.19% | −22−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,033 | $523.0K | 0.04% | +66+3.4% | Added |
| Tudor Investment Corp Et Al | 2,019 | $519.4K | 0.01% | +2,019 | New |
| Atlas Capital Advisors LLC | 2,018 | $519.2K | 0.07% | −250−11.0% | Reduced |
| Bragg Financial Advisors, Inc | 2,004 | $515.6K | 0.02% | −311−13.4% | Reduced |
| Washington Capital Management Inc | 2,000 | $514.6K | 0.44% | −450−18.4% | Reduced |
| Community Bank, N.A. | 2,000 | $514.5K | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 1,999 | $514.3K | 0.05% | +39+2.0% | Added |
| Proequities, Inc. | 1,996 | $513.5K | 0.03% | −46−2.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,974 | $507.7K | 0.13% | −59−2.9% | Reduced |
| Wetherby Asset Management Inc | 1,964 | $505.3K | 0.02% | −65−3.2% | Reduced |
| Strategic Blueprint, LLC | 1,955 | $502.9K | 0.03% | −185−8.6% | Reduced |
| Koshinski Asset Management, Inc. | 1,980 | $499.2K | 0.05% | +871+78.5% | Added |
| Procyon Private Wealth Partners, LLC | 1,928 | $496.0K | 0.04% | −300−13.5% | Reduced |
| Brown Brothers Harriman & Co | 1,923 | $494.7K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,894 | $487.3K | 0.04% | −27−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,886 | $485.2K | 0.02% | +410+27.8% | Added |
| Retirement Planning Co of New England, Inc. | 1,881 | $484.0K | 0.26% | −183−8.9% | Reduced |
| RDA Financial Network | 1,880 | $483.7K | 0.16% | −43−2.2% | Reduced |
| Legacy Bridge, LLC | 1,877 | $482.9K | 0.28% | +11+0.6% | Added |
| WBH Advisory Inc | 1,876 | $482.7K | 0.05% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,872 | $481.5K | 0.30% | −2−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 1,978 | $481.2K | 0.02% | +801+68.1% | Added |
| Pensionmark Financial Group, LLC | 1,867 | $480.4K | 0.03% | +1,867 | New |
| EverSource Wealth Advisors, LLC | 1,950 | $478.2K | 0.03% | +200+11.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,859 | $478.0K | 0.03% | +666+55.8% | Added |
| Profund Advisors LLC | 1,857 | $477.8K | 0.02% | −16−0.9% | Reduced |
| Intellectus Partners, LLC | 1,854 | $477.0K | 0.13% | −99−5.1% | Reduced |
| Harbour Investments, Inc. | 1,849 | $475.7K | 0.02% | +108+6.2% | Added |
| Keebeck Wealth Management, LLC | 1,843 | $474.2K | 0.07% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,839 | $473.1K | 0.34% | +127+7.4% | Added |
| Curbstone Financial Management Corp | 1,834 | $471.9K | 0.10% | −30−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,833 | $471.6K | 0.14% | −44−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,826 | $469.8K | 0.02% | +3+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 1,822 | $468.8K | 0.01% | −10,907−85.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,819 | $468.0K | 0.03% | −55−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,810 | $465.7K | 0.04% | −160−8.1% | Reduced |
| Ellevest, Inc. | 1,800 | $463.1K | 0.03% | +114+6.8% | Added |
| Bayesian Capital Management, LP | 1,800 | $463.1K | 0.05% | +1,800 | New |
| Morningstar Investment Services LLC | 1,801 | $461.0K | 0.01% | −13−0.7% | Reduced |
| Fisher Asset Management, LLC | 1,778 | $457.6K | 0.00% | +570+47.2% | Added |
| Davis Investment Partners, LLC | 1,758 | $456.8K | 0.19% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,770 | $455.4K | 0.14% | +1,770 | New |
| Oxford Financial Group Ltd | 1,756 | $451.8K | 0.03% | +330+23.1% | Added |
| Two Sigma Securities, LLC | 1,756 | $451.8K | 0.02% | +361+25.9% | Added |
| D.B. Root & Company, LLC | 1,743 | $448.4K | 0.15% | −13−0.7% | Reduced |
| Quadcap Wealth Management, LLC | 1,726 | $444.3K | 0.08% | +1,726 | New |
| Tempus Wealth Planning, LLC | 1,726 | $444.0K | 0.19% | +60+3.6% | Added |
| Hartford Funds Management Co LLC | 1,725 | $443.8K | 0.04% | +107+6.6% | Added |
| Meridian Wealth Management, LLC | 1,707 | $439.2K | 0.05% | +1,707 | New |
| Cigna Investments Inc | 1,706 | $439.0K | 0.08% | −18−1.0% | Reduced |
| Bluesphere Advisors, LLC | 1,700 | $437.4K | 0.22% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,697 | $437.0K | 0.02% | −257−13.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,694 | $435.8K | 0.01% | −46−2.6% | Reduced |
| Scholtz & Company, LLC | 1,688 | $434.3K | 0.18% | −55−3.2% | Reduced |
| Financial Advocates Investment Management | 1,680 | $432.1K | 0.03% | +87+5.5% | Added |
| Skopos Labs, Inc. | 1,616 | $429.9K | 0.18% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,665 | $428.4K | 0.19% | +45+2.8% | Added |
| Delta Financial Group, Inc. | 1,651 | $425.0K | 0.18% | +221+15.5% | Added |
| Frank, Rimerman Advisors LLC | 1,646 | $423.5K | 0.03% | +1,646 | New |
| Jaffetilchin Investment Partners, LLC | 1,632 | $420.0K | 0.04% | +3+0.2% | Added |
| Angeles Investment Advisors, LLC | 1,613 | $415.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,606 | $413.2K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,600 | $411.6K | 0.02% | −151−8.6% | Reduced |
| Spinnaker Investment Group, LLC | 1,599 | $411.4K | 0.11% | −454−22.1% | Reduced |
| Nova R Wealth, Inc. | 1,587 | $408.2K | 0.21% | +27+1.7% | Added |
| Legacy Capital Wealth Partners, LLC | 1,581 | $406.8K | 0.10% | +1,581 | New |
| Wealth Alliance | 1,576 | $405.6K | 0.05% | −361−18.6% | Reduced |
| Logan Capital Management Inc | 1,568 | $403.4K | 0.02% | 00.0% | Unchanged |