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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.

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
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ3 2024: $37.3B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$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
InstitutionSharesValue% of portfolioChange in sharesAction
Liberty Wealth Management LLC0$00.00%−42,379−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−141−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−139−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−82−100.0%Sold out
True Wealth Design, LLC0$00.00%−78−100.0%Sold out
Flputnam Investment Management Co0$00.00%−67−100.0%Sold out
Godsey & Gibb Associates0$00.00%−62−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−60−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−53−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−45−100.0%Sold out
EdgeRock Capital LLC0$00.00%−29−100.0%Sold out
Lynx Investment Advisory0$00.00%−17−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−15−100.0%Sold out
Laffer Tengler Investments0$00.00%−12−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−10−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−8−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−7−100.0%Sold out
Fairway Wealth LLC0$00.00%−7−100.0%Sold out
RFP Financial Group LLC0$00.00%−6−100.0%Sold out
NVWM, LLC0$00.00%−1−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−1−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−1−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−31,649−100.0%Sold out
BlackRock Inc.––––Not filed
Ofi Invest Asset Management––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Hoylecohen, LLC––––Not filed
Wunderlich Capital Managemnt––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Girard Partners Ltd.––––Not filed
Vantage Financial Partners Ltd., Inc.––––Not filed
Relative Value Partners Group, LLC––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
JJJ Advisors Inc.––––Not filed
Private Ocean, LLC––––Not filed
ICA Group Wealth Management, LLC––––Not filed
Spotlight Asset Group, Inc.––––Not filed