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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,039 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,902 | $490.1K | 0.00% | −21−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 1,941 | $500.4K | 0.07% | −5,120−72.5% | Reduced |
| Quantitative Investment Management, LLC | 1,954 | $503.0K | 0.05% | +1,954 | New |
| Koshinski Asset Management, Inc. | 1,956 | $503.9K | 0.04% | −24−1.2% | Reduced |
| Guidance Capital, Inc | 2,105 | $508.5K | 0.16% | +795+60.7% | Added |
| Community Bank, N.A. | 2,000 | $515.4K | 0.07% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,004 | $516.4K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 2,013 | $518.8K | 0.05% | +14+0.7% | Added |
| Checchi Capital Advisers, LLC | 2,028 | $522.6K | 0.04% | −5−0.2% | Reduced |
| Arcataur Capital Management LLC | 2,031 | $523.4K | 0.18% | −4−0.2% | Reduced |
| Essex Investment Management Co LLC | 2,042 | $526.2K | 0.09% | −173−7.8% | Reduced |
| Lake Street Advisors Group, LLC | 2,047 | $527.5K | 0.02% | −10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,047 | $527.6K | 0.03% | +97+5.0% | Added |
| Independent Financial Group, LLC | 2,051 | $528.8K | 0.02% | −3−0.1% | Reduced |
| Cooper/Haims Advisors, LLC | 2,053 | $529.1K | 0.29% | −50−2.4% | Reduced |
| Headinvest, LLC | 2,084 | $537.0K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,240 | $540.8K | 0.02% | +262+13.2% | Added |
| Confluence Wealth Services, Inc. | 2,104 | $542.0K | 0.04% | −11−0.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,115 | $545.3K | 0.27% | +234+12.4% | Added |
| WMS Partners, LLC | 2,125 | $547.6K | 0.03% | +2,125 | New |
| Newman Dignan & Sheerar, Inc. | 2,307 | $547.9K | 0.13% | +333+16.9% | Added |
| Allred Capital Management, LLC | 2,135 | $550.1K | 0.22% | −13−0.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,145 | $552.7K | 0.17% | 00.0% | Unchanged |
| Proequities, Inc. | 2,149 | $553.8K | 0.03% | +153+7.7% | Added |
| LVW Advisors, LLC | 2,154 | $555.1K | 0.07% | −500−18.8% | Reduced |
| Harbor Capital Advisors, Inc. | 2,184 | $563.0K | 0.02% | +7+0.3% | Added |
| Change Path, LLC | 2,192 | $564.8K | 0.02% | +2,192 | New |
| WealthTrust Axiom LLC | 2,200 | $566.9K | 0.17% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,214 | $570.5K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,214 | $570.5K | 0.01% | +195+9.7% | Added |
| Legacy Capital Wealth Partners, LLC | 2,227 | $574.0K | 0.11% | +646+40.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $581.9K | 0.15% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,268 | $584.4K | 0.09% | +250+12.4% | Added |
| Navalign, LLC | 2,294 | $591.0K | 0.17% | +79+3.6% | Added |
| Sapient Capital LLC | 2,300 | $592.7K | 0.01% | −5−0.2% | Reduced |
| B&D White Capital Company, LLC | 2,300 | $592.7K | 0.10% | +2,300 | New |
| Chemung Canal Trust Co | 2,304 | $593.7K | 0.12% | −15,378−87.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,303 | $594.0K | 0.27% | +1,333+137.4% | Added |
| Park National Corp | 2,310 | $595.3K | 0.02% | −18−0.8% | Reduced |
| HBW Advisory Services LLC | 2,320 | $597.8K | 0.09% | −354−13.2% | Reduced |
| Stevens Capital Management LP | 2,324 | $599.0K | 0.09% | −3,455−59.8% | Reduced |
| Tufton Capital Management | 2,350 | $605.6K | 0.11% | −180−7.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,517 | $605.9K | 0.01% | −345−12.1% | Reduced |
| Cullinan Associates Inc | 2,530 | $606.0K | 0.03% | −1,752−40.9% | Reduced |
| Athena Investment Management | 2,358 | $607.6K | 0.35% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,363 | $608.9K | 0.03% | +888+60.2% | Added |
| Resources Investment Advisors, LLC. | 2,391 | $616.1K | 0.01% | −180−7.0% | Reduced |
| Global Retirement Partners, LLC | 2,395 | $617.2K | 0.02% | −41−1.7% | Reduced |
| Swedbank AB | 2,400 | $618.5K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 2,400 | $618.5K | 0.06% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,402 | $618.9K | 0.45% | +4+0.2% | Added |
| iA Global Asset Management Inc. | 2,411 | $621.0K | 0.01% | +1,416+142.3% | Added |
| Greystone Financial Group, LLC | 2,455 | $632.6K | 0.11% | −376−13.3% | Reduced |
| Profund Advisors LLC | 2,455 | $632.6K | 0.02% | +598+32.2% | Added |
| Charter Research & Investment Group, Inc. | 2,466 | $635.5K | 0.47% | +100+4.2% | Added |
| Advisors Capital Management, LLC | 2,468 | $636.0K | 0.01% | −30,454−92.5% | Reduced |
| Anchor Investment Management, LLC | 2,472 | $637.0K | 0.06% | −76−3.0% | Reduced |
| Roanoke Asset Management Corp | 2,500 | $644.0K | 0.20% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,500 | $644.2K | 0.01% | +28+1.1% | Added |
| Greenleaf Trust | 2,520 | $649.4K | 0.01% | −77−3.0% | Reduced |
| Spire Wealth Management | 2,540 | $654.6K | 0.02% | +162+6.8% | Added |
| Norden Group LLC | 2,550 | $657.0K | 0.08% | +2,550 | New |
| Pensionmark Financial Group, LLC | 2,550 | $657.2K | 0.02% | +683+36.6% | Added |
| Horizon Investments, LLC | 2,566 | $658.4K | 0.02% | +347+15.6% | Added |
| Ballentine Partners, LLC | 2,564 | $660.7K | 0.01% | −396−13.4% | Reduced |
| Fox Run Management, L.L.C. | 2,609 | $672.3K | 0.15% | −743−22.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,613 | $673.2K | 0.09% | +33+1.3% | Added |
| Exchange Capital Management, Inc. | 2,628 | $677.2K | 0.11% | −117−4.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,641 | $680.5K | 0.38% | −368−12.2% | Reduced |
| IHT Wealth Management, LLC | 2,647 | $682.2K | 0.02% | −48−1.8% | Reduced |
| Equitable Holdings, Inc. | 2,663 | $686.2K | 0.01% | +183+7.4% | Added |
| Coastal Investment Advisors, Inc. | 2,815 | $691.7K | 0.32% | −1,395−33.1% | Reduced |
| NorthRock Partners, LLC | 2,703 | $696.5K | 0.02% | −493−15.4% | Reduced |
| First Command Advisory Services, Inc. | 2,703 | $696.5K | 0.01% | −878−24.5% | Reduced |
| 44 Wealth Management LLC | 2,888 | $697.1K | 0.25% | +2,888 | New |
| Aries Wealth Management | 2,706 | $697.3K | 0.19% | −90−3.2% | Reduced |
| Meridian Investment Counsel Inc. | 2,725 | $702.2K | 0.21% | −385−12.4% | Reduced |
| Transcend Wealth Collective, LLC | 2,727 | $702.7K | 0.05% | −685−20.1% | Reduced |
| Capula Management Ltd | 2,730 | $703.5K | 0.01% | +2,730 | New |
| Sterling Investment Counsel, LLC | 2,752 | $709.2K | 0.25% | +80+3.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,759 | $711.0K | 0.04% | +900+48.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,761 | $711.5K | 0.01% | +35+1.3% | Added |
| Moneta Group Investment Advisors LLC | 2,775 | $715.2K | 0.01% | −272−8.9% | Reduced |
| Old Port Advisors | 2,780 | $716.3K | 0.20% | −8−0.3% | Reduced |
| Ieq Capital, LLC | 2,792 | $719.4K | 0.01% | −2,007−41.8% | Reduced |
| CNB Bank | 2,818 | $726.2K | 0.34% | −255−8.3% | Reduced |
| Burns Matteson Capital Management, LLC | 2,828 | $728.7K | 0.41% | −82−2.8% | Reduced |
| Grove Bank & Trust | 2,838 | $731.3K | 0.11% | +24+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 2,840 | $731.8K | 0.19% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,848 | $733.9K | 0.04% | +368+14.8% | Added |
| Bleakley Financial Group, LLC | 2,877 | $741.4K | 0.02% | −201−6.5% | Reduced |
| Everpar Advisors LLC | 2,894 | $745.8K | 0.39% | −476−14.1% | Reduced |
| CoreCap Advisors, LLC | 2,895 | $746.0K | 0.04% | +499+20.8% | Added |
| First Citizens Bank & Trust Co | 2,898 | $746.8K | 0.02% | +74+2.6% | Added |
| Arlington Trust Co LLC | 2,900 | $747.3K | 0.16% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 2,906 | $748.8K | 0.43% | +245+9.2% | Added |
| Stratos Wealth Advisors, LLC | 2,913 | $750.9K | 0.03% | +175+6.4% | Added |
| Summit Trail Advisors, LLC | 2,925 | $753.7K | 0.02% | +262+9.8% | Added |
| Forte Capital LLC | 2,930 | $755.1K | 0.09% | −126−4.1% | Reduced |
| Patten Group, Inc. | 2,936 | $756.6K | 0.17% | +216+7.9% | Added |