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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 10,916 | $2.81M | 0.08% | −1,216−10.0% | Reduced |
| Candriam Luxembourg S.C.A. | 10,949 | $2.82M | 0.02% | +1,170+12.0% | Added |
| UniSuper Management Pty Ltd | 11,170 | $2.88M | 0.02% | +727+7.0% | Added |
| Vista Investment Management | 11,395 | $2.94M | 1.11% | −104−0.9% | Reduced |
| Davenport & Co LLC | 11,518 | $2.97M | 0.02% | −290−2.5% | Reduced |
| Private Trust Co NA | 11,533 | $2.97M | 0.30% | +306+2.7% | Added |
| BKD Wealth Advisors, LLC | 11,547 | $2.98M | 0.07% | +217+1.9% | Added |
| Oak Harvest Investment Services | 11,703 | $3.02M | 0.43% | −1,913−14.0% | Reduced |
| HBK Sorce Advisory LLC | 11,831 | $3.05M | 0.09% | +661+5.9% | Added |
| Morton Community Bank | 11,842 | $3.05M | 0.80% | −468−3.8% | Reduced |
| Capital Analysts, LLC | 11,876 | $3.06M | 0.12% | +1,421+13.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.09M | 0.03% | −600−4.8% | Reduced |
| Occidental Asset Management, LLC | 12,071 | $3.11M | 0.50% | +217+1.8% | Added |
| Rafferty Asset Management, LLC | 12,094 | $3.12M | 0.01% | −832−6.4% | Reduced |
| Linscomb & Williams, Inc. | 12,098 | $3.12M | 0.15% | −92−0.8% | Reduced |
| First National Advisers, LLC | 12,223 | $3.15M | 0.50% | +3,254+36.3% | Added |
| South Dakota Investment Council | 12,238 | $3.15M | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,366 | $3.18M | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12,361 | $3.19M | 0.00% | +1,833+17.4% | Added |
| Fayez Sarofim & Co | 12,540 | $3.23M | 0.01% | −500−3.8% | Reduced |
| WealthPLAN Partners, LLC | 12,599 | $3.25M | 0.44% | −4,556−26.6% | Reduced |
| Shorepoint Capital Partners LLC | 12,620 | $3.25M | 0.74% | +908+7.8% | Added |
| Pine Valley Investments Ltd Liability Co | 12,732 | $3.28M | 0.23% | −18−0.1% | Reduced |
| Souders Financial Advisors | 12,783 | $3.29M | 0.46% | +864+7.2% | Added |
| Oppenheimer & Co Inc | 12,802 | $3.30M | 0.05% | +3,321+35.0% | Added |
| City Holding Co | 12,910 | $3.33M | 0.46% | −171−1.3% | Reduced |
| Executive Wealth Management, LLC | 12,985 | $3.35M | 0.26% | +2,060+18.9% | Added |
| EULAV Asset Management | 13,000 | $3.35M | 0.08% | −1,000−7.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,009 | $3.35M | 0.02% | +261+2.0% | Added |
| Robbins Farley LLC | 13,278 | $3.42M | 1.72% | +311+2.4% | Added |
| Oregon Public Employees Retirement Fund | 13,441 | $3.46M | 0.06% | −390−2.8% | Reduced |
| Soros Capital Management LLC | 13,650 | $3.52M | 0.85% | +2,517+22.6% | Added |
| First National Bank of Omaha | 13,859 | $3.57M | 0.23% | +2,334+20.3% | Added |
| Cypress Asset Management Inc | 13,875 | $3.58M | 0.89% | −371−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 13,942 | $3.59M | 0.04% | −871−5.9% | Reduced |
| Central Trust Co | 14,039 | $3.62M | 0.08% | −4,668−25.0% | Reduced |
| Citizens Business Bank | 14,176 | $3.65M | 0.74% | −517−3.5% | Reduced |
| Aureus Asset Management, LLC | 14,251 | $3.67M | 0.24% | −722−4.8% | Reduced |
| CIBC Private Wealth Group, LLC | 14,364 | $3.70M | 0.01% | +828+6.1% | Added |
| Valeo Financial Advisors, LLC | 14,453 | $3.72M | 0.11% | −1,395−8.8% | Reduced |
| Elo Mutual Pension Insurance Co | 14,474 | $3.73M | 0.08% | +267+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 14,861 | $3.83M | 0.04% | +62+0.4% | Added |
| Pinnacle Associates Ltd | 15,849 | $3.83M | 0.07% | −8,641−35.3% | Reduced |
| Private Advisor Group, LLC | 14,991 | $3.86M | 0.02% | −1,250−7.7% | Reduced |
| Freemont Management S.A. | 15,000 | $3.90M | 2.04% | +6,000+66.7% | Added |
| Sterling Capital Management LLC | 15,182 | $3.91M | 0.05% | +15,182 | New |
| Sanibel Captiva Trust Company, Inc. | 15,209 | $3.92M | 0.13% | +6,998+85.2% | Added |
| Burney Co | 15,371 | $3.96M | 0.14% | +127+0.8% | Added |
| Simplex Trading, LLC | 15,482 | $3.99M | 0.13% | −8,125−34.4% | Reduced |
| Brookstone Capital Management | 15,734 | $4.05M | 0.06% | +1,061+7.2% | Added |
| Cresset Asset Management, LLC | 15,835 | $4.08M | 0.02% | −100−0.6% | Reduced |
| Sandy Spring Bank | 15,991 | $4.12M | 0.17% | −884−5.2% | Reduced |
| Shelton Capital Management | 16,001 | $4.12M | 0.11% | −55−0.3% | Reduced |
| Hedeker Wealth, LLC | 16,026 | $4.13M | 1.09% | +255+1.6% | Added |
| Cox Capital Mgt LLC | 16,119 | $4.15M | 2.48% | −221−1.4% | Reduced |
| Capital International Sarl | 16,120 | $4.15M | 0.11% | −328−2.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,168 | $4.17M | 1.07% | −95−0.6% | Reduced |
| Fulton Bank, N.A. | 16,286 | $4.20M | 0.16% | −411−2.5% | Reduced |
| Kavar Capital Partners Group, LLC | 16,423 | $4.23M | 0.67% | +60.0% | Added |
| Alpha Omega Wealth Management LLC | 16,556 | $4.27M | 0.78% | −504−3.0% | Reduced |
| Mediolanum International Funds Ltd | 16,782 | $4.33M | 0.06% | −12,908−43.5% | Reduced |
| Aviance Capital Partners, LLC | 16,834 | $4.34M | 0.57% | +221+1.3% | Added |
| Ossiam | 17,000 | $4.38M | 0.08% | +11,228+194.5% | Added |
| Parallel Advisors, LLC | 17,037 | $4.39M | 0.10% | −510−2.9% | Reduced |
| Groupama Asset Managment | 21,256 | $4.40M | 0.11% | −305−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,116 | $4.41M | 0.05% | +317+1.9% | Added |
| First Manhattan Co | 17,194 | $4.43M | 0.01% | +313+1.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 17,351 | $4.47M | 0.84% | +386+2.3% | Added |
| Bailard, Inc. | 17,363 | $4.47M | 0.12% | −1,964−10.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17,416 | $4.49M | 0.01% | +4,087+30.7% | Added |
| Oak Asset Management, LLC | 17,540 | $4.52M | 1.60% | +498+2.9% | Added |
| St Germain D J Co Inc | 17,582 | $4.53M | 0.21% | −91−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,652 | $4.55M | 0.01% | −7,503−29.8% | Reduced |
| Captrust Financial Advisors | 17,676 | $4.56M | 0.01% | −773−4.2% | Reduced |
| State of Alaska, Department of Revenue | 18,201 | $4.69M | 0.05% | +695+4.0% | Added |
| Banque Cantonale Vaudoise | 18,259 | $4.71M | 0.19% | +13,379+274.2% | Added |
| Intact Investment Management Inc. | 18,410 | $4.74M | 0.16% | +14,500+370.8% | Added |
| Lee Danner & Bass Inc | 18,430 | $4.75M | 0.33% | +805+4.6% | Added |
| Peddock Capital Advisors, LLC | 18,476 | $4.76M | 1.14% | +197+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 18,665 | $4.81M | 0.07% | −135−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,681 | $4.81M | 0.07% | −1,435−7.1% | Reduced |
| Bokf, NA | 19,806 | $4.83M | 0.09% | −472−2.3% | Reduced |
| Toth Financial Advisory Corp | 18,760 | $4.83M | 0.57% | +305+1.7% | Added |
| Snowden Capital Advisors LLC | 18,765 | $4.84M | 0.14% | +476+2.6% | Added |
| Allianz Asset Management GmbH | 18,794 | $4.84M | 0.01% | +6,218+49.4% | Added |
| FORA Capital, LLC | 18,929 | $4.88M | 0.57% | +14,863+365.5% | Added |
| Resources Management Corp | 19,096 | $4.92M | 0.66% | +561+3.0% | Added |
| Kestra Private Wealth Services, LLC | 19,224 | $4.95M | 0.09% | +147+0.8% | Added |
| Colony Group, LLC | 19,231 | $4.96M | 0.02% | −93,759−83.0% | Reduced |
| River Wealth Advisors LLC | 19,368 | $4.99M | 0.67% | +166+0.9% | Added |
| Blue Zone Wealth Advisors, LLC | 19,666 | $5.07M | 1.58% | +196+1.0% | Added |
| Daiwa Securities Group Inc. | 19,678 | $5.07M | 0.02% | +1,854+10.4% | Added |
| Coldstream Capital Management Inc | 19,846 | $5.11M | 0.11% | +3,240+19.5% | Added |
| Nissay Asset Management Corp | 20,100 | $5.18M | 0.03% | −523−2.5% | Reduced |
| Bank of Nova Scotia | 20,403 | $5.26M | 0.01% | +3,467+20.5% | Added |
| Natixis | 20,436 | $5.27M | 0.03% | +15,269+295.5% | Added |
| Bryn Mawr Trust Co | 20,495 | $5.28M | 0.09% | +14,813+260.7% | Added |
| RNC Capital Management LLC | 20,530 | $5.28M | 0.29% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,676 | $5.33M | 0.06% | −523−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 20,745 | $5.35M | 0.13% | +1,489+7.7% | Added |