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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 450 | $116.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 471 | $121.0K | 0.00% | −181−27.8% | Reduced |
| Prestige Wealth Management Group LLC | 470 | $121.1K | 0.03% | −1,051−69.1% | Reduced |
| Princeton Global Asset Management LLC | 475 | $122.4K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 485 | $125.0K | 0.00% | −3,319−87.3% | Reduced |
| Alta Advisers Ltd | 500 | $128.8K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $128.8K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 506 | $130.4K | 0.04% | −16−3.1% | Reduced |
| Archer Investment Corp | 507 | $130.7K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 511 | $131.7K | 0.01% | +418+449.5% | Added |
| United Community Bank | 529 | $136.3K | 0.05% | −44−7.7% | Reduced |
| Paladin Wealth, LLC | 541 | $139.4K | 0.12% | +541 | New |
| LRI Investments, LLC | 633 | $153.2K | 0.01% | −120−15.9% | Reduced |
| Ramirez Asset Management, Inc. | 600 | $154.6K | 0.03% | +100+20.0% | Added |
| Beach Investment Counsel Inc | 600 | $155.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 613 | $158.0K | 0.01% | +25+4.3% | Added |
| Acadian Asset Management LLC | 637 | $164.0K | 0.00% | −3,152−83.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 672 | $173.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 677 | $174.5K | 0.02% | +5+0.7% | Added |
| Baldwin Brothers Inc | 694 | $178.8K | 0.01% | +240+52.9% | Added |
| Sentry Investment Management LLC | 702 | $181.0K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 703 | $181.2K | 0.00% | +81+13.0% | Added |
| Manchester Capital Management LLC | 722 | $186.1K | 0.02% | −21−2.8% | Reduced |
| Colonial Trust Co | 731 | $188.3K | 0.03% | +61+9.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $191.4K | 0.01% | +494+198.4% | Added |
| Creative Financial Designs Inc | 756 | $194.7K | 0.02% | +12+1.6% | Added |
| Hall Laurie J Trustee | 770 | $198.0K | 0.06% | +470+156.7% | Added |
| Fox Hill Wealth Management | 778 | $200.5K | 0.11% | −4−0.5% | Reduced |
| Claret Asset Management Corp | 781 | $201.0K | 0.03% | +781 | New |
| Geneos Wealth Management Inc. | 783 | $201.8K | 0.01% | +431+122.4% | Added |
| NWF Advisory Services Inc. | 784 | $202.0K | 0.03% | +784 | New |
| Cidel Asset Management Inc | 785 | $202.3K | 0.01% | +785 | New |
| Smithfield Trust Co | 794 | $203.0K | 0.01% | −25−3.1% | Reduced |
| Leeward Financial Partners, LLC | 789 | $203.2K | 0.08% | +789 | New |
| Bouchey Financial Group Ltd | 792 | $204.1K | 0.02% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 837 | $204.2K | 0.06% | +2+0.2% | Added |
| Grant Street Asset Management, Inc. | 793 | $204.3K | 0.06% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 795 | $204.9K | 0.03% | −931−53.9% | Reduced |
| First Affirmative Financial Network | 796 | $205.2K | 0.11% | −27−3.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 796 | $205.2K | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 797 | $205.2K | 0.01% | +797 | New |
| RMR Wealth Builders | 797 | $205.3K | 0.02% | −29−3.5% | Reduced |
| Journey Advisory Group, LLC | 800 | $205.8K | 0.02% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 800 | $206.2K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 800 | $206.2K | 0.10% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 800 | $206.2K | 0.10% | +800 | New |
| Modera Wealth Management, LLC | 804 | $207.2K | 0.00% | +804 | New |
| EP Wealth Advisors, LLC | 805 | $207.4K | 0.00% | +805 | New |
| Marino, Stram & Associates LLC | 810 | $208.7K | 0.05% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 810 | $208.7K | 0.02% | −46−5.4% | Reduced |
| Chatham Capital Group, Inc. | 810 | $208.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 812 | $209.2K | 0.01% | +150+22.7% | Added |
| Pitti Group Wealth Management, LLC | 865 | $209.2K | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 814 | $209.8K | 0.01% | −136−14.3% | Reduced |
| Baron Wealth Management LLC | 815 | $210.1K | 0.10% | −31−3.7% | Reduced |
| Transatlantique Private Wealth LLC | 818 | $210.8K | 0.08% | +818 | New |
| Financial Advisory Service, Inc. | 822 | $211.7K | 0.02% | −20−2.4% | Reduced |
| First National Bank & Trust Co of Newtown | 823 | $212.1K | 0.04% | 00.0% | Unchanged |
| Fragasso Group Inc. | 824 | $212.4K | 0.02% | −14−1.7% | Reduced |
| Jacobsen Capital Management | 833 | $214.7K | 0.09% | −13−1.5% | Reduced |
| Callan Family Office, LLC | 834 | $214.9K | 0.04% | +834 | New |
| Trust Co of the South | 835 | $215.2K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 842 | $217.0K | 0.04% | +10+1.2% | Added |
| Key Financial Inc | 843 | $217.2K | 0.05% | +3+0.4% | Added |
| Sonata Capital Group Inc | 850 | $219.0K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 850 | $219.0K | 0.03% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 855 | $220.3K | 0.03% | +3+0.4% | Added |
| Rosenberg Matthew Hamilton | 858 | $221.1K | 0.06% | +50+6.2% | Added |
| Meridian Wealth Advisors, LLC | 862 | $222.1K | 0.04% | +862 | New |
| GeoWealth Management, LLC | 862 | $222.2K | 0.01% | −138−13.8% | Reduced |
| Interchange Capital Partners, LLC | 865 | $223.2K | 0.08% | −76−8.1% | Reduced |
| Oddo BHF Asset Management SAS | 867 | $223.4K | 0.01% | +867 | New |
| SeaCrest Wealth Management, LLC | 871 | $224.3K | 0.02% | +4+0.5% | Added |
| Quadrant Capital Group LLC | 872 | $224.7K | 0.02% | −27−3.0% | Reduced |
| Berger Financial Group, Inc | 875 | $225.5K | 0.02% | −160−15.5% | Reduced |
| Terry L. Blaker | 880 | $226.8K | 0.01% | +880 | New |
| Washington Trust Co | 885 | $228.1K | 0.01% | −140−13.7% | Reduced |
| Voya Financial Advisors, Inc. | 885 | $228.7K | 0.02% | +885 | New |
| First Citizens Financial Corp | 891 | $229.6K | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 892 | $230.0K | 0.01% | −100−10.1% | Reduced |
| Courier Capital LLC | 894 | $230.4K | 0.02% | +59+7.1% | Added |
| Gilman Hill Asset Management, LLC | 895 | $230.6K | 0.04% | +75+9.1% | Added |
| Regatta Capital Group, LLC | 899 | $231.7K | 0.04% | +20+2.3% | Added |
| KRS Capital Management, LLC | 900 | $231.9K | 0.17% | −111−11.0% | Reduced |
| Kuhn & Co Investment Counsel | 900 | $231.9K | 0.20% | −4−0.4% | Reduced |
| Seed Wealth Management, Inc. | 900 | $231.9K | 0.19% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 904 | $233.0K | 0.14% | −48−5.0% | Reduced |
| Concurrent Investment Advisors, LLC | 906 | $233.6K | 0.01% | −137−13.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 912 | $235.0K | 0.03% | +1+0.1% | Added |
| New Century Financial Group, LLC | 915 | $235.8K | 0.09% | −76−7.7% | Reduced |
| Welch Group, LLC | 917 | $236.3K | 0.01% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 917 | $236.3K | 0.11% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 925 | $238.0K | 0.08% | +100+12.1% | Added |
| Baxter Bros Inc | 925 | $238.4K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $238.4K | 0.06% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 925 | $238.4K | 0.11% | +450+94.7% | Added |
| Diversified Trust Co | 929 | $239.4K | 0.01% | +54+6.2% | Added |
| Capital Investment Advisors, LLC | 930 | $239.6K | 0.00% | −69−6.9% | Reduced |
| Wealth Effects LLC | 931 | $239.9K | 0.08% | +10+1.1% | Added |
| Smartleaf Asset Management LLC | 929 | $240.2K | 0.03% | +324+53.6% | Added |