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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hara Capital LLC | 75 | $19.3K | 0.01% | +75 | New |
| GW&K Investment Management, LLC | 77 | $20.0K | 0.00% | +1+1.3% | Added |
| Hemington Wealth Management | 89 | $20.0K | 0.01% | +89 | New |
| Motco | 78 | $20.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $20.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 84 | $21.7K | 0.01% | +71+546.2% | Added |
| First Community Trust NA | 85 | $21.9K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 86 | $22.3K | 0.01% | −192−69.1% | Reduced |
| Larson Financial Group LLC | 90 | $23.1K | 0.00% | +11+13.9% | Added |
| Westside Investment Management, Inc. | 90 | $23.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 90 | $23.2K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 90 | $23.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 92 | $23.7K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 97 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $25.3K | 0.01% | −22−18.3% | Reduced |
| Fortitude Family Office, LLC | 99 | $25.5K | 0.01% | +37+59.7% | Added |
| MCF Advisors LLC | 100 | $25.8K | 0.00% | −13−11.5% | Reduced |
| Hallmark Capital Management Inc | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $25.8K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $25.8K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $25.8K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 101 | $26.0K | 0.01% | +101 | New |
| JFS Wealth Advisors, LLC | 102 | $26.3K | 0.00% | +3+3.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 106 | $27.0K | 0.01% | −300−73.9% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $27.1K | 0.00% | −40−27.6% | Reduced |
| First Financial Corp | 109 | $28.1K | 0.01% | −21−16.2% | Reduced |
| Asset Dedication, LLC | 115 | $29.6K | 0.00% | −23−16.7% | Reduced |
| Davis Capital Management | 116 | $29.9K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $31.2K | 0.01% | −70−36.6% | Reduced |
| Investors Research Corp | 124 | $32.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $32.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $32.2K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 128 | $33.0K | 0.01% | +128 | New |
| J.Safra Asset Management Corp | 128 | $33.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 130 | $33.5K | 0.01% | +18+16.1% | Added |
| Castleview Partners, LLC | 135 | $34.8K | 0.02% | −9−6.3% | Reduced |
| Colonial Trust Advisors | 135 | $34.8K | 0.00% | +125+1,250.0% | Added |
| Salomon & Ludwin, LLC | 143 | $36.9K | 0.00% | −7−4.7% | Reduced |
| Tacita Capital Inc | 145 | $37.4K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 145 | $37.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 150 | $38.7K | 0.01% | −2−1.3% | Reduced |
| Wellington Shields & Co., LLC | 150 | $38.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $38.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 150 | $38.7K | 0.00% | +150 | New |
| Atlantic Private Wealth, LLC | 150 | $38.7K | 0.03% | +150 | New |
| Carolinas Wealth Consulting LLC | 152 | $39.0K | 0.01% | −2−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 158 | $40.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 159 | $41.0K | 0.00% | −28−15.0% | Reduced |
| FSA Wealth Management LLC | 163 | $41.9K | 0.02% | +163 | New |
| Atlantic Trust, LLC | 166 | $42.8K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 166 | $42.8K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $46.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 184 | $47.4K | 0.01% | −3−1.6% | Reduced |
| MV Capital Management, Inc. | 185 | $47.7K | 0.01% | −14−7.0% | Reduced |
| Loomis Sayles & Co L P | 187 | $48.0K | 0.00% | +3+1.6% | Added |
| Pinnacle Bancorp, Inc. | 191 | $49.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 196 | $50.5K | 0.00% | −13−6.2% | Reduced |
| Blume Capital Management, Inc. | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $51.5K | 0.01% | +200 | New |
| West Paces Advisors Inc. | 204 | $52.6K | 0.01% | −4−1.9% | Reduced |
| Glen Eagle Advisors, LLC | 206 | $53.1K | 0.01% | −17−7.6% | Reduced |
| Silicon Valley Capital Partners | 208 | $53.6K | 0.01% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 213 | $54.9K | 0.00% | +10+4.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 215 | $55.4K | 0.00% | +215 | New |
| Fairfield Financial Advisors, LTD | 221 | $57.1K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $57.5K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 227 | $58.5K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 234 | $60.3K | 0.02% | +234 | New |
| Continuum Advisory, LLC | 252 | $61.0K | 0.01% | +102+68.0% | Added |
| Northwest Investment Counselors, LLC | 239 | $61.6K | 0.01% | +239 | New |
| State of Wyoming | 243 | $62.6K | 0.01% | +22+10.0% | Added |
| Albion Financial Group | 245 | $63.1K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $64.4K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 252 | $65.0K | 0.01% | −50−16.6% | Reduced |
| Bruce G. Allen Investments, LLC | 257 | $66.2K | 0.05% | −7−2.7% | Reduced |
| CVA Family Office, LLC | 295 | $76.1K | 0.01% | +55+22.9% | Added |
| ORG Partners LLC | 303 | $78.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 309 | $79.7K | 0.01% | +26+9.2% | Added |
| Tobam | 311 | $80.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 315 | $81.2K | 0.02% | +20+6.8% | Added |
| General Partner, Inc. | 332 | $85.6K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 333 | $85.8K | 0.01% | −119−26.3% | Reduced |
| Riverview Trust Co | 346 | $89.2K | 0.08% | +94+37.3% | Added |
| Cetera Trust Company, N.A | 350 | $90.2K | 0.06% | −100−22.2% | Reduced |
| Centiva Capital, LP | 359 | $92.5K | 0.00% | −523−59.3% | Reduced |
| Capital Advisors, Ltd. LLC | 366 | $94.0K | 0.01% | −27−6.9% | Reduced |
| Global Trust Asset Management, LLC | 380 | $97.9K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 392 | $101.0K | 0.01% | −16−3.9% | Reduced |
| Optimum Investment Advisors | 400 | $103.1K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $103.1K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 404 | $104.1K | 0.02% | −10−2.4% | Reduced |
| Eagle Bay Advisors LLC | 408 | $105.1K | 0.04% | −7−1.7% | Reduced |
| Duncker Streett & Co Inc | 410 | $105.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 414 | $106.7K | 0.00% | +145+53.9% | Added |
| Cromwell Holdings LLC | 425 | $109.5K | 0.07% | 00.0% | Unchanged |
| City State Bank | 439 | $113.1K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 445 | $114.7K | 0.07% | +6+1.4% | Added |