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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 939 | $242.0K | 0.03% | +39+4.3% | Added |
| Baader Bank INC | 997 | $243.1K | 0.02% | +122+13.9% | Added |
| Arvest Bank Trust Division | 944 | $243.3K | 0.01% | +944 | New |
| FFT Wealth Management LLC | 947 | $244.0K | 0.02% | +29+3.2% | Added |
| Seneca Financial Advisors LLC | 951 | $245.0K | 0.12% | +4+0.4% | Added |
| Granite Harbor Advisors, Inc. | 951 | $245.0K | 0.14% | +108+12.8% | Added |
| Archford Capital Strategies, LLC | 1,000 | $245.7K | 0.04% | −65−6.1% | Reduced |
| McLean Asset Management Corp | 996 | $245.8K | 0.07% | +4+0.4% | Added |
| Integrated Advisors Network LLC | 955 | $246.0K | 0.01% | +2+0.2% | Added |
| Trust Point Inc. | 965 | $248.7K | 0.02% | −18−1.8% | Reduced |
| Merit Financial Group, LLC | 975 | $251.4K | 0.01% | −574−37.1% | Reduced |
| Bayesian Capital Management, LP | 976 | $251.5K | 0.03% | −824−45.8% | Reduced |
| Mattern Wealth Management LLC | 976 | $251.5K | 0.06% | 00.0% | Unchanged |
| Planning Directions Inc | 979 | $252.4K | 0.15% | −280−22.2% | Reduced |
| Barry Investment Advisors, LLC | 982 | $253.2K | 0.08% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 983 | $253.3K | 0.03% | +983 | New |
| Iams Wealth Management, LLC | 983 | $253.3K | 0.12% | +983 | New |
| Balboa Wealth Partners | 984 | $253.4K | 0.06% | +984 | New |
| Cascade Investment Group, Inc. | 987 | $254.3K | 0.19% | −54−5.2% | Reduced |
| Oakworth Capital, Inc. | 989 | $254.9K | 0.02% | +42+4.4% | Added |
| Csenge Advisory Group | 1,066 | $256.9K | 0.01% | +1,066 | New |
| Leonteq Securities AG | 999 | $257.4K | 0.03% | +359+56.1% | Added |
| Buckley Wealth Management, LLC | 1,000 | $257.7K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $257.7K | 0.06% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $258.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $258.0K | 0.10% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,003 | $258.5K | 0.03% | −6−0.6% | Reduced |
| Conning Inc. | 1,005 | $259.0K | 0.01% | −1−0.1% | Reduced |
| Howard Capital Management Inc. | 1,014 | $261.3K | 0.00% | +1,014 | New |
| Ronald Blue Trust, Inc. | 1,021 | $262.6K | 0.00% | +658+181.3% | Added |
| Thompson Siegel & Walmsley LLC | 1,025 | $264.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,026 | $264.3K | 0.07% | +4+0.4% | Added |
| Rise Advisors, LLC | 1,029 | $265.2K | 0.13% | −57−5.2% | Reduced |
| Geller Advisors LLC | 1,031 | $265.7K | 0.02% | −24−2.3% | Reduced |
| Boston Family Office LLC | 1,035 | $267.0K | 0.02% | +191+22.6% | Added |
| Connecticut Wealth Management, LLC | 1,050 | $270.6K | 0.01% | −345−24.7% | Reduced |
| Searle & Co. | 1,050 | $270.6K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Group | 1,056 | $272.1K | 0.03% | −49−4.4% | Reduced |
| Alta Capital Management LLC | 1,056 | $272.2K | 0.02% | −8,315−88.7% | Reduced |
| D.B. Root & Company, LLC | 1,058 | $272.6K | 0.09% | −685−39.3% | Reduced |
| Ashton Thomas Securities, LLC | 1,060 | $273.2K | 0.05% | +28+2.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,066 | $274.7K | 0.02% | +256+31.6% | Added |
| Waters Parkerson & Co., LLC | 1,068 | $275.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,070 | $275.8K | 0.01% | −163−13.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,071 | $276.0K | 0.05% | +14+1.3% | Added |
| Purus Wealth Management, LLC | 1,072 | $276.1K | 0.12% | +1+0.1% | Added |
| Baker Ellis Asset Management LLC | 1,076 | $277.3K | 0.04% | +1,076 | New |
| Hillman Capital Management, Inc. | 1,081 | $278.6K | 0.10% | +9+0.8% | Added |
| Kraematon Investment Advisors, Inc | 1,085 | $279.6K | 0.27% | +2+0.2% | Added |
| German American Bancorp, Inc. | 1,090 | $280.9K | 0.03% | −115−9.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,093 | $281.7K | 0.01% | −31−2.8% | Reduced |
| E&G Advisors, LP | 1,095 | $282.2K | 0.08% | −50−4.4% | Reduced |
| Perpetual Ltd | 1,096 | $282.4K | 0.00% | −40−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,097 | $282.7K | 0.01% | +78+7.7% | Added |
| Teacher Retirement System of Texas | 1,098 | $283.0K | 0.00% | −11,258−91.1% | Reduced |
| Aviso Wealth Management | 1,102 | $284.0K | 0.15% | −335−23.3% | Reduced |
| CX Institutional | 1,114 | $287.1K | 0.01% | −1−0.1% | Reduced |
| Meritas Wealth Management, LLC | 1,115 | $287.3K | 0.18% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,116 | $287.6K | 0.09% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,121 | $288.9K | 0.15% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,125 | $289.9K | 0.07% | +7+0.6% | Added |
| Stonegate Investment Group, LLC | 1,128 | $290.7K | 0.01% | +1,128 | New |
| Phoenix Holdings Ltd. | 1,127 | $291.0K | 0.00% | −247−18.0% | Reduced |
| Socha Financial Group, LLC | 1,134 | $292.2K | 0.13% | +5+0.4% | Added |
| Cladis Investment Advisory, LLC | 1,140 | $293.9K | 0.20% | −120−9.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,146 | $295.2K | 0.01% | +231+25.2% | Added |
| Strategic Financial Services, Inc, | 1,146 | $295.3K | 0.02% | −50−4.2% | Reduced |
| PFG Investments, LLC | 1,150 | $296.2K | 0.02% | +42+3.8% | Added |
| Umpqua Bank | 1,150 | $296.3K | 0.11% | +26+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 1,153 | $297.1K | 0.00% | −34,055−96.7% | Reduced |
| Strategic Investment Advisors | 1,156 | $298.0K | 0.03% | −81−6.5% | Reduced |
| Evoke Wealth, LLC | 1,158 | $298.3K | 0.01% | +1,158 | New |
| Strategic Investment Solutions, Inc. | 1,158 | $298.5K | 0.09% | +51+4.6% | Added |
| Centurion Wealth Management LLC | 1,160 | $298.9K | 0.10% | +1,160 | New |
| Monarch Capital Management Inc | 1,161 | $299.2K | 0.08% | +50+4.5% | Added |
| Silverlake Wealth Management LLC | 1,169 | $301.4K | 0.12% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,170 | $301.5K | 0.03% | −10,875−90.3% | Reduced |
| LifePlan Financial, LLC | 1,172 | $302.0K | 0.26% | −47−3.9% | Reduced |
| V-Square Quantitative Management LLC | 1,172 | $302.0K | 0.04% | +383+48.5% | Added |
| Studio Investment Management LLC | 1,175 | $302.8K | 0.06% | +37+3.3% | Added |
| Hills Bank & Trust Co | 1,181 | $304.3K | 0.02% | −38−3.1% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $305.5K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,190 | $306.7K | 0.03% | −119−9.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,200 | $309.2K | 0.03% | −144−10.7% | Reduced |
| Boston Trust Walden Corp | 1,200 | $309.2K | 0.00% | −13−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,200 | $309.2K | 0.01% | +1,059+751.1% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $309.2K | 0.07% | +1,200 | New |
| Summit Financial, LLC | 1,217 | $313.7K | 0.01% | −56−4.4% | Reduced |
| MONECO Advisors, LLC | 1,219 | $314.2K | 0.04% | −27−2.2% | Reduced |
| Accurate Wealth Management, LLC | 1,295 | $316.1K | 0.06% | +104+8.7% | Added |
| NBT Bank N A | 1,227 | $316.2K | 0.02% | +116+10.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,232 | $317.5K | 0.03% | −9−0.7% | Reduced |
| Nikulski Financial, Inc. | 1,235 | $318.2K | 0.10% | −190−13.3% | Reduced |
| Central Bank & Trust Co | 1,235 | $318.2K | 0.04% | −64−4.9% | Reduced |
| Hardy Reed LLC | 1,239 | $319.3K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,244 | $320.6K | 0.01% | −1,335−51.8% | Reduced |
| Aptus Capital Advisors, LLC | 1,247 | $321.3K | 0.00% | +26+2.1% | Added |
| North Star Investment Management Corp. | 1,248 | $321.6K | 0.02% | +1+0.1% | Added |
| 9258 Wealth Management, LLC | 1,249 | $321.8K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,255 | $323.3K | 0.03% | −14−1.1% | Reduced |