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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.

Q3 2024 vs. Q2 2024

How the institutions holding Constellation Brands, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of STZ: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,342151,326−1
Shares145.8M10.6M145.3M+10.1M (+7.5%)
Value$37.5B$2.73B$37.3B+$2.56B (+7.4%)

15 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Constellation Brands, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to STZ in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.11,115,454$2.86B0.06%
T. Rowe Price Investment Management, Inc.1,136,444$292.9M0.18%
Clark Capital Management Group, Inc.147,581$38.0M0.26%
Pinebridge Investments, L.P.29,921$7.71M0.06%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund27,879$7.18M0.07%
Sierra Summit Advisors LLC27,853$7.18M1.65%
Brandywine Global Investment Management, LLC25,130$6.17M0.04%
Trexquant Investment LP23,545$6.07M0.08%
Sterling Capital Management LLC15,182$3.91M0.05%
Signature Estate & Investment Advisors LLC8,275$2.13M0.05%
TRUE Private Wealth Advisors8,182$2.11M0.25%
AXS Investments LLC7,150$1.84M0.49%
B&L Asset Management LLC6,782$1.75M1.11%
Man Group plc6,347$1.64M0.00%
Entropy Technologies, LP6,337$1.63M0.17%
Occudo Quantitative Strategies LP5,996$1.55M0.28%
Pflug Koory, LLC5,218$1.34M0.66%
Mirabella Financial Services LLP4,872$1.26M0.07%
Signal Advisors Wealth, LLC4,359$1.12M0.16%
Seven Eight Capital, LP4,128$1.06M0.10%
Aster Capital Management (DIFC) Ltd4,033$1.04M0.22%
Rehmann Capital Advisory Group3,478$928.2K0.06%
FLC Capital Advisors3,538$911.7K0.21%
MQS Management LLC3,487$898.6K0.50%
Congress Wealth Management LLC3,254$838.5K0.01%
B. Metzler seel. Sohn & Co. Holding AG3,161$814.6K0.01%
Capula Management Ltd2,730$703.5K0.01%
44 Wealth Management LLC2,888$697.1K0.25%
Norden Group LLC2,550$657.0K0.08%
B&D White Capital Company, LLC2,300$592.7K0.10%
Change Path, LLC2,192$564.8K0.02%
WMS Partners, LLC2,125$547.6K0.03%
Quantitative Investment Management, LLC1,954$503.0K0.05%
Copley Financial Group, Inc.1,767$455.3K0.41%
Univest Financial Corp1,717$442.5K0.03%
Asahi Life Asset Management Co., Ltd.1,690$435.5K0.26%
Canandaigua National Trust Co of Florida1,313$338.3K0.29%
Catalyst Funds Management Pty Ltd1,200$309.2K0.07%
Centurion Wealth Management LLC1,160$298.9K0.10%
Evoke Wealth, LLC1,158$298.3K0.01%
Stonegate Investment Group, LLC1,128$290.7K0.01%
Baker Ellis Asset Management LLC1,076$277.3K0.04%
Howard Capital Management Inc.1,014$261.3K0.00%
Csenge Advisory Group1,066$256.9K0.01%
Balboa Wealth Partners984$253.4K0.06%
Dark Forest Capital Management LP983$253.3K0.03%
Iams Wealth Management, LLC983$253.3K0.12%
Arvest Bank Trust Division944$243.3K0.01%
Voya Financial Advisors, Inc.885$228.7K0.02%
Terry L. Blaker880$226.8K0.01%
Oddo BHF Asset Management SAS867$223.4K0.01%
Meridian Wealth Advisors, LLC862$222.1K0.04%
Callan Family Office, LLC834$214.9K0.04%
Transatlantique Private Wealth LLC818$210.8K0.08%
EP Wealth Advisors, LLC805$207.4K0.00%
Modera Wealth Management, LLC804$207.2K0.00%
5th Street Advisors, LLC800$206.2K0.10%
Hilltop Holdings Inc.797$205.2K0.01%
Leeward Financial Partners, LLC789$203.2K0.08%
Cidel Asset Management Inc785$202.3K0.01%
NWF Advisory Services Inc.784$202.0K0.03%
Claret Asset Management Corp781$201.0K0.03%
Paladin Wealth, LLC541$139.4K0.12%
Northwest Investment Counselors, LLC239$61.6K0.01%
Truvestments Capital LLC234$60.3K0.02%
Foster Dykema Cabot & Partners, LLC215$55.4K0.00%
Flaharty Asset Management, LLC200$51.5K0.01%
FSA Wealth Management LLC163$41.9K0.02%
Eastern Bank150$38.7K0.00%
Atlantic Private Wealth, LLC150$38.7K0.03%
Uncommon Cents Investing LLC128$33.0K0.01%
Global Financial Private Client, LLC101$26.0K0.01%
Hemington Wealth Management89$20.0K0.01%
Hara Capital LLC75$19.3K0.01%
IMA Wealth, Inc.74$19.1K0.00%
Capital Performance Advisors LLP72$18.6K0.01%
New Age Alpha Advisors, LLC64$16.5K0.01%
DT Investment Partners, LLC62$16.0K0.00%
Oarsman Capital, Inc.61$15.7K0.00%
Provenance Wealth Advisors, LLC35$9.02K0.00%
Wolff Wiese Magana LLC31$7.99K0.01%
Peterson Financial Group, Inc.27$6.89K0.03%
HHM Wealth Advisors, LLC21$5.41K0.00%
CoreFirst Bank & Trust17$4.38K0.00%
Versant Capital Management, Inc16$4.12K0.00%
Stone House Investment Management, LLC15$3.87K0.00%
Rakuten Securities, Inc.15$3.87K0.00%
Legacy Investment Solutions, LLC12$2.89K0.00%
Legacy Wealth Managment, LLC12$2.89K0.00%
Granite FO LLC8$2.06K0.00%
MeadowBrook Investment Advisors LLC6$1.55K0.00%
Tradewinds Capital Management, LLC4$1.03K0.00%
Claris Advisors, LLC4$1.03K0.00%
Crewe Advisors LLC2$5160.00%
Reston Wealth Management LLC1$2580.00%
Quest Partners LLC1$2580.00%
Chesapeake Asset Management LLC1$2570.00%

Sold out (98)

Institutions that held Constellation Brands, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of STZ in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Bain Capital Public Equity Management II, LLC505,255$130.0M
J. Goldman & Co LP431,859$111.1M
Ilex Capital Partners (UK) LLP255,346$65.7M
Holocene Advisors, LP194,416$50.0M
Freshford Capital Management, LLC191,081$49.2M
Braun Stacey Associates Inc77,338$19.9M
Arrowstreet Capital, Limited Partnership76,372$19.6M
Interval Partners, LP74,370$19.1M
HRT Financial LP35,625$9.16M
Landscape Capital Management, L.L.C.29,860$7.68M
Stony Point Capital LLC27,711$7.13M
Bain Capital Public Equity, LP26,292$6.76M
Harel Insurance Investments & Financial Services Ltd.25,000$6.43M
Lighthouse Investment Partners, LLC20,000$5.15M
APG Asset Management N.V.18,853$4.53M
Sand Hill Global Advisors, LLC15,659$4.03M
Elevatus Welath Management13,492$3.47M
Winton Group Ltd9,083$2.34M
Condor Capital Management7,457$1.92M
Virtu Financial LLC6,361$1.64M
Susquehanna Portfolio Strategies, LLC6,086$1.57M
Scientech Research LLC5,852$1.51M
Hudson Bay Capital Management LP4,965$1.28M
Privium Fund Management (UK) Ltd5,090$1.27M
FIL Ltd4,866$1.25M
Steel Peak Wealth Management LLC4,776$1.23M
HighVista Strategies LLC4,600$1.18M
Shapiro Capital Management LLC4,380$1.13M
Waterloo Capital, L.P.3,943$1.01M
ISAM Funds (UK) Ltd3,485$896.6K
Boston Private Wealth LLC3,477$894.5K
Schroder Investment Management Group3,258$838.2K
Simplicity Wealth,LLC3,078$791.8K
Cumberland Partners Ltd3,035$780.8K
Blackhawk Capital Partners LLC.2,754$708.5K
Morningstar Investment Management LLC2,639$679.0K
Brevan Howard Capital Management LP2,387$614.1K
Nomura Holdings Inc2,332$600.0K
Prudent Man Advisors, LLC2,292$589.7K
Washington Capital Management Inc2,000$514.6K
Okabena Investment Services Inc1,770$455.4K
Two Sigma Securities, LLC1,756$451.8K
Bluesphere Advisors, LLC1,700$437.4K
Symmetry Partners, LLC1,697$437.0K
Delta Financial Group, Inc.1,651$425.0K
M Holdings Securities, Inc.1,443$371.0K
Armbruster Capital Management, Inc.1,410$362.8K
Alps Advisors Inc1,314$338.1K
Wambolt & Associates, LLC1,293$331.3K
Lakeview Capital Partners, LLC1,103$299.8K
Evergreen Wealth Solutions, LLC1,153$296.5K
Regions Financial Corp1,120$288.2K
Edgestream Partners, L.P.1,075$276.6K
ZWJ Investment Counsel Inc1,069$275.0K
Baker Tilly Wealth Management, LLC1,056$271.7K
Freestone Capital Holdings, LLC1,048$269.7K
Texas Capital Bank Wealth Management Services Inc1,002$257.8K
Tradewinds, LLC.945$243.1K
Vantage Consulting Group Inc918$236.2K
Accel Wealth Management911$234.5K
Modus Advisors, LLC902$232.1K
Sage Mountain Advisors LLC882$226.9K
Los Angeles Capital Management LLC851$218.9K
Portside Wealth Group, LLC838$215.6K
Green Square Capital Advisors LLC818$210.5K
F/M Investments LLC814$209.4K
Chesapeake Capital Corp786$202.2K
Cambria Investment Management, L.P.786$202.2K
SageView Advisory Group, LLC785$201.9K
First Foundation Advisors772$198.6K
Family Firm, Inc.714$183.8K
Register Financial Advisors LLC406$104.4K
Chris Bulman Inc211$54.3K
Vista Private Wealth Partners. LLC165$42.4K
Liberty Wealth Management LLC42,379$42.0K
Ashton Thomas Private Wealth, LLC141$36.3K
Opal Wealth Advisors, LLC139$35.8K
Great Lakes Retirement, Inc.82$21.1K
True Wealth Design, LLC78$20.1K
Flputnam Investment Management Co67$17.2K
Godsey & Gibb Associates62$16.0K
SYSTM Wealth Solutions LLC60$15.4K
Focused Wealth Management, Inc53$13.6K
Tyler-Stone Wealth Management45$11.6K
EdgeRock Capital LLC29$7.46K
Lynx Investment Advisory17$4.37K
Triad Wealth Partners, LLC15$3.86K
Laffer Tengler Investments12$2.97K
Tortoise Investment Management, LLC10$2.57K
Unique Wealth Strategies, LLC8$2.17K
Qube Research & Technologies Ltd7$1.80K
Fairway Wealth LLC7$1.80K
RFP Financial Group LLC6$1.54K
NVWM, LLC1$257
Redwood Wealth Management Group, LLC1$257
Creekmur Asset Management LLC1$182
Clear Street Markets LLC1$0
Strategic Financial Concepts, LLC31,649–

Not filed for Q3 2024 yet (15)

Institutions that held Constellation Brands, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.10,403,023$2.68B
Ofi Invest Asset Management141,565$34.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)27,479$7.07M
Hoylecohen, LLC13,489$3.47M
Wunderlich Capital Managemnt9,126$2.35M
Susquehanna Fundamental Investments, LLC4,300$1.11M
Benjamin F. Edwards & Company, Inc.3,118$802.0K
Girard Partners Ltd.2,713$698.1K
Vantage Financial Partners Ltd., Inc.2,626$675.6K
Relative Value Partners Group, LLC2,067$531.8K
Buckingham Strategic Wealth, LLC782$201.3K
JJJ Advisors Inc.355$91.3K
Private Ocean, LLC125$32.2K
ICA Group Wealth Management, LLC71$18.3K
Spotlight Asset Group, Inc.14$3.60K