Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q3 2024

Institutional positions in Constellation Brands, Inc. as of Sep 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: 1,326; −1 vs. Q2 2024
Shares held: 145.3M; +10.1M (+7.5%) vs. Q2 2024
Total value: $37.3B; +$2.56B (+7.4%) vs. Q2 2024
New holders: 97; 499 more added
Sold out: 98; 528 more reduced

15 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,326 institutions

Value heldQ3 2024: $37.3B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q3 2024

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2024.

Institutions holding STZ in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$5	0.00%	0	Unchanged
Chesapeake Asset Management LLC	1	$257	0.00%	+1	New
Cherry Tree Wealth Management, LLC	1	$258	0.00%	00.0%	Unchanged
Reston Wealth Management LLC	1	$258	0.00%	+1	New
Quest Partners LLC	1	$258	0.00%	+1	New
WestEnd Advisors, LLC	2	$515	0.00%	+1+100.0%	Added
Crewe Advisors LLC	2	$516	0.00%	+2	New
ClariVest Asset Management LLC	3	$768	0.00%	00.0%	Unchanged
Hoey Investments, Inc	3	$772	0.00%	00.0%	Unchanged
Core Alternative Capital	3	$773	0.00%	00.0%	Unchanged
Migdal Insurance & Financial Holdings Ltd.	2	$1.00K	0.00%	−85−97.7%	Reduced
Plante Moran Financial Advisors, LLC	4	$1.03K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	4	$1.03K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	4	$1.03K	0.00%	+4	New
Claris Advisors, LLC	4	$1.03K	0.00%	+4	New
Barrett & Company, Inc.	5	$1.29K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.29K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	5	$1.29K	0.00%	00.0%	Unchanged
SIMA Wealth Partners, LLC	5	$1.29K	0.00%	00.0%	Unchanged
MeadowBrook Investment Advisors LLC	6	$1.55K	0.00%	+6	New
Delta Asset Management LLC	7	$1.80K	0.00%	00.0%	Unchanged
Fairman Group, LLC	7	$1.80K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	8	$2.06K	0.00%	00.0%	Unchanged
Granite FO LLC	8	$2.06K	0.00%	+8	New
REAP Financial Group, LLC	8	$2.09K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	10	$2.57K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.58K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Tidemark, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	10	$2.61K	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	11	$2.83K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	12	$2.89K	0.00%	+12	New
Legacy Wealth Managment, LLC	12	$2.89K	0.00%	+12	New
Penserra Capital Management LLC	15	$3.00K	0.00%	00.0%	Unchanged
Avion Wealth	14	$3.00K	0.00%	−2−12.5%	Reduced
Pacific Capital Wealth Advisors, Inc	12	$3.09K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	12	$3.09K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	12	$3.09K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	13	$3.23K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	13	$3.35K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	15	$3.87K	0.00%	+15	New
Rakuten Securities, Inc.	15	$3.87K	0.00%	+15	New
Breakwater Investment Management	15	$3.87K	0.00%	−35−70.0%	Reduced
DiNuzzo Private Wealth, Inc.	15	$3.87K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	16	$4.12K	0.00%	−134−89.3%	Reduced
Versant Capital Management, Inc	16	$4.12K	0.00%	+16	New
CarsonAllaria Wealth Management, Ltd.	16	$4.16K	0.00%	−16−50.0%	Reduced
CoreFirst Bank & Trust	17	$4.38K	0.00%	+17	New
Sound Income Strategies, LLC	20	$5.15K	0.00%	+18+900.0%	Added
Pension & Wealth Management Advisors, Inc.	20	$5.21K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	21	$5.41K	0.00%	−698−97.1%	Reduced
HHM Wealth Advisors, LLC	21	$5.41K	0.00%	+21	New
Householder Group Estate & Retirement Specialist, LLC	26	$6.00K	0.00%	−55−67.9%	Reduced
Rocky Mountain Advisers, LLC	24	$6.18K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$6.44K	0.00%	00.0%	Unchanged
Centennial Bank	25	$6.44K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	25	$6.54K	0.00%	+13+108.3%	Added
Peterson Financial Group, Inc.	27	$6.89K	0.03%	+27	New
Financial Network Wealth Advisors LLC	29	$7.51K	0.01%	−101−77.7%	Reduced
BOK Financial Private Wealth, Inc.	30	$7.73K	0.00%	−138−82.1%	Reduced
Zions Bancorporation, N.A.	30	$7.73K	0.00%	−21−41.2%	Reduced
Cornerstone Planning Group LLC	33	$7.79K	0.00%	+2+6.5%	Added
Hexagon Capital Partners LLC	31	$7.99K	0.00%	−10−24.4%	Reduced
Wolff Wiese Magana LLC	31	$7.99K	0.01%	+31	New
Ogorek Anthony Joseph	33	$8.00K	0.00%	+9+37.5%	Added
McMahon Financial Advisors, LLC	33	$8.50K	0.00%	+27+450.0%	Added
Raleigh Capital Management Inc.	34	$8.76K	0.00%	−12−26.1%	Reduced
HighMark Wealth Management LLC	34	$8.78K	0.00%	−2−5.6%	Reduced
Provenance Wealth Advisors, LLC	35	$9.02K	0.00%	+35	New
Bogart Wealth, LLC	36	$9.28K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$9.79K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	39	$10.1K	0.00%	00.0%	Unchanged
Caldwell Trust Co	40	$10.3K	0.00%	−60−60.0%	Reduced
Carolina Wealth Advisors, LLC	40	$10.3K	0.01%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	42	$10.8K	0.00%	−1−2.3%	Reduced
Meeder Asset Management Inc	42	$10.8K	0.00%	+4+10.5%	Added
Centerpoint Advisors, LLC	44	$11.0K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	43	$11.1K	0.01%	00.0%	Unchanged
Dunhill Financial, LLC	46	$11.8K	0.01%	+30+187.5%	Added
Private Wealth Management Group, LLC	46	$11.9K	0.00%	00.0%	Unchanged
Caitlin John, LLC	51	$12.2K	0.01%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$13.4K	0.01%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$13.5K	0.00%	00.0%	Unchanged
First Personal Financial Services	55	$14.2K	0.00%	+1+1.9%	Added
Redmont Wealth Advisors LLC	57	$14.7K	0.02%	00.0%	Unchanged
Anfield Capital Management, LLC	59	$15.2K	0.01%	+20+51.3%	Added
Oarsman Capital, Inc.	61	$15.7K	0.00%	+61	New
DT Investment Partners, LLC	62	$16.0K	0.00%	+62	New
Financial Management Professionals, Inc.	61	$16.0K	0.00%	+3+5.2%	Added
New Age Alpha Advisors, LLC	64	$16.5K	0.01%	+64	New
Providence Capital Advisors, LLC	65	$16.8K	0.00%	00.0%	Unchanged
TFC Financial Management	65	$16.8K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	71	$18.0K	0.01%	00.0%	Unchanged
Abound Wealth Management	70	$18.0K	0.01%	+6+9.4%	Added
Capital Performance Advisors LLP	72	$18.6K	0.01%	+72	New
Covestor Ltd	74	$19.0K	0.01%	−13−14.9%	Reduced
IMA Wealth, Inc.	74	$19.1K	0.00%	+74	New
Annapolis Financial Services, LLC	75	$19.3K	0.01%	00.0%	Unchanged