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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 1,286 | $331.4K | 0.06% | −8−0.6% | Reduced |
| Focus Financial Network, Inc. | 1,288 | $331.9K | 0.01% | −89−6.5% | Reduced |
| Audent Global Asset Management, LLC | 1,291 | $332.7K | 0.57% | −3,397−72.5% | Reduced |
| Almanack Investment Partners, LLC. | 1,302 | $335.6K | 0.05% | +59+4.7% | Added |
| ICW Investment Advisors LLC | 1,308 | $337.1K | 0.14% | +32+2.5% | Added |
| Coppell Advisory Solutions LLC | 1,305 | $337.2K | 0.05% | +209+19.1% | Added |
| Canandaigua National Trust Co of Florida | 1,313 | $338.3K | 0.29% | +1,313 | New |
| AA Financial Advisors, LLC | 1,322 | $340.7K | 0.10% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,324 | $341.2K | 0.01% | +93+7.6% | Added |
| Empower Advisory Group, LLC | 1,330 | $342.7K | 0.00% | +101+8.2% | Added |
| Alhambra Investment Partners LLC | 1,335 | $344.0K | 0.18% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,336 | $344.3K | 0.00% | −442−24.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $348.7K | 0.14% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,355 | $349.2K | 0.02% | −50−3.6% | Reduced |
| Forum Financial Management, LP | 1,360 | $350.5K | 0.01% | −2,005−59.6% | Reduced |
| Nations Financial Group Inc, | 1,366 | $352.2K | 0.03% | +370+37.1% | Added |
| Westpac Banking Corp | 1,379 | $355.4K | 0.02% | +843+157.3% | Added |
| Lion Street Advisors, LLC | 1,386 | $357.2K | 0.12% | +2+0.1% | Added |
| Oxford Financial Group Ltd | 1,390 | $358.2K | 0.02% | −366−20.8% | Reduced |
| AlphaCore Capital LLC | 1,390 | $358.2K | 0.08% | −19−1.3% | Reduced |
| Spirit of America Management Corp | 1,400 | $360.8K | 0.07% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,407 | $362.5K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,411 | $363.6K | 0.00% | +156+12.4% | Added |
| Spinnaker Trust | 1,417 | $365.1K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 1,429 | $368.2K | 0.03% | −75−5.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,431 | $368.8K | 0.03% | −215−13.1% | Reduced |
| Keynote Financial Services LLC | 1,457 | $375.5K | 0.29% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,463 | $377.0K | 0.02% | −150−9.3% | Reduced |
| Visionary Wealth Advisors | 1,476 | $380.3K | 0.02% | +5+0.3% | Added |
| Chicago Trust Co NA | 1,482 | $381.9K | 0.07% | +100+7.2% | Added |
| Robertson Stephens Wealth Management, LLC | 1,488 | $383.5K | 0.01% | +25+1.7% | Added |
| Mutual Advisors, LLC | 1,597 | $384.4K | 0.01% | −19−1.2% | Reduced |
| Investors Asset Management of Georgia Inc | 1,497 | $385.9K | 0.18% | +275+22.5% | Added |
| BSW Wealth Partners | 1,500 | $386.5K | 0.06% | −45−2.9% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $386.5K | 0.28% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,516 | $390.5K | 0.06% | −30−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,518 | $391.2K | 0.03% | −292−16.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,530 | $394.3K | 0.17% | −135−8.1% | Reduced |
| Inscription Capital, LLC | 1,530 | $394.3K | 0.06% | +5+0.3% | Added |
| Sandy Cove Advisors, LLC | 1,533 | $394.9K | 0.16% | −2−0.1% | Reduced |
| Montag A & Associates Inc | 1,548 | $399.0K | 0.02% | −1,374−47.0% | Reduced |
| Nova R Wealth, Inc. | 1,565 | $403.2K | 0.20% | −22−1.4% | Reduced |
| Davis Investment Partners, LLC | 1,579 | $403.7K | 0.17% | −179−10.2% | Reduced |
| Logan Capital Management Inc | 1,568 | $404.1K | 0.02% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,575 | $405.9K | 0.19% | +80+5.4% | Added |
| Northern Oak Wealth Management Inc | 1,586 | $408.7K | 0.05% | +147+10.2% | Added |
| Ameritas Investment Partners, Inc. | 1,587 | $409.0K | 0.01% | −107−6.3% | Reduced |
| Spinnaker Investment Group, LLC | 1,598 | $411.8K | 0.10% | −1−0.1% | Reduced |
| Skopos Labs, Inc. | 1,605 | $413.6K | 0.14% | −11−0.7% | Reduced |
| Ironwood Investment Counsel, LLC | 1,611 | $415.1K | 0.07% | −636−28.3% | Reduced |
| Brown Financial Advisors | 1,614 | $415.9K | 0.17% | −1,147−41.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,621 | $417.8K | 0.02% | +21+1.3% | Added |
| Lee Financial Co | 1,624 | $418.5K | 0.06% | +18+1.1% | Added |
| Flagship Harbor Advisors, LLC | 1,634 | $421.0K | 0.02% | +201+14.0% | Added |
| Johnson Investment Counsel Inc | 1,635 | $421.2K | 0.00% | +156+10.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,636 | $421.6K | 0.03% | +4+0.2% | Added |
| Cigna Investments Inc | 1,648 | $425.0K | 0.08% | −58−3.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,656 | $426.7K | 0.06% | +100+6.4% | Added |
| AE Wealth Management LLC | 1,657 | $427.0K | 0.00% | +127+8.3% | Added |
| Wealth Alliance | 1,669 | $430.0K | 0.05% | +93+5.9% | Added |
| RMB Capital Management, LLC | 1,674 | $431.3K | 0.01% | +391+30.5% | Added |
| PFG Advisors | 1,674 | $431.4K | 0.03% | +138+9.0% | Added |
| Financial Advocates Investment Management | 1,682 | $433.5K | 0.02% | +2+0.1% | Added |
| Prelude Capital Management, LLC | 1,685 | $434.2K | 0.03% | −964−36.4% | Reduced |
| Scholtz & Company, LLC | 1,688 | $435.0K | 0.21% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,689 | $435.2K | 0.22% | +411+32.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,690 | $435.5K | 0.26% | +1,690 | New |
| Meridian Wealth Management, LLC | 1,705 | $439.4K | 0.02% | −2−0.1% | Reduced |
| Univest Financial Corp | 1,717 | $442.5K | 0.03% | +1,717 | New |
| Intellectus Partners, LLC | 1,729 | $445.6K | 0.11% | −125−6.7% | Reduced |
| Private Wealth Partners, LLC | 1,730 | $445.8K | 0.04% | −1,990−53.5% | Reduced |
| Morningstar Investment Services LLC | 1,725 | $446.0K | 0.00% | −76−4.2% | Reduced |
| Copley Financial Group, Inc. | 1,767 | $455.3K | 0.41% | +1,767 | New |
| InTrack Investment Management Inc | 1,781 | $459.0K | 0.33% | −58−3.2% | Reduced |
| Ellevest, Inc. | 1,783 | $459.5K | 0.03% | −17−0.9% | Reduced |
| SpiderRock Advisors, LLC | 1,788 | $460.9K | 0.01% | −839−31.9% | Reduced |
| Harbour Investments, Inc. | 1,794 | $462.3K | 0.01% | −55−3.0% | Reduced |
| Hartford Funds Management Co LLC | 1,797 | $463.0K | 0.04% | +72+4.2% | Added |
| Strategic Blueprint, LLC | 1,802 | $464.4K | 0.03% | −153−7.8% | Reduced |
| RDA Financial Network | 1,808 | $466.0K | 0.14% | −72−3.8% | Reduced |
| Tempus Wealth Planning, LLC | 1,819 | $468.7K | 0.17% | +93+5.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,819 | $468.7K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,823 | $469.8K | 0.02% | −3−0.2% | Reduced |
| Berkeley Capital Partners, LLC | 1,832 | $472.1K | 0.13% | −1−0.1% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $472.6K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,845 | $475.0K | 0.04% | −1,004−35.2% | Reduced |
| Nvest Financial, LLC | 1,843 | $475.0K | 0.27% | −29−1.5% | Reduced |
| Wedbush Securities Inc | 1,848 | $476.0K | 0.02% | −492−21.0% | Reduced |
| Lake Street Financial LLC | 1,848 | $476.3K | 0.08% | −219−10.6% | Reduced |
| Keebeck Wealth Management, LLC | 1,863 | $480.1K | 0.07% | +20+1.1% | Added |
| Cozad Asset Management Inc | 1,869 | $481.6K | 0.05% | −186−9.1% | Reduced |
| Wetherby Asset Management Inc | 1,870 | $481.9K | 0.02% | −94−4.8% | Reduced |
| Tributary Capital Management, LLC | 1,876 | $483.4K | 0.04% | +500+36.3% | Added |
| Legacy Bridge, LLC | 1,877 | $483.7K | 0.26% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,886 | $486.0K | 0.03% | −42−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,886 | $486.2K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,890 | $487.0K | 0.04% | −4−0.2% | Reduced |
| WBH Advisory Inc | 1,891 | $487.4K | 0.05% | +15+0.8% | Added |
| Ritholtz Wealth Management | 1,894 | $488.1K | 0.01% | −195−9.3% | Reduced |
| Wedmont Private Capital | 2,011 | $488.9K | 0.03% | +468+30.3% | Added |