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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 2,937 | $756.8K | 0.02% | +4+0.1% | Added |
| Vident Advisory, LLC | 2,947 | $759.5K | 0.02% | +395+15.5% | Added |
| Apollon Wealth Management, LLC | 2,964 | $763.8K | 0.02% | −92−3.0% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $773.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,057 | $788.0K | 0.00% | +316+11.5% | Added |
| HMS Capital Management, LLC | 3,060 | $788.6K | 0.39% | +232+8.2% | Added |
| Intrust Bank NA | 3,088 | $795.7K | 0.08% | −41−1.3% | Reduced |
| Haverford Trust Co | 3,097 | $798.1K | 0.01% | −10−0.3% | Reduced |
| Independent Advisor Alliance | 3,097 | $798.1K | 0.03% | −76−2.4% | Reduced |
| Wealthfront Advisers LLC | 3,103 | $799.6K | 0.00% | −308−9.0% | Reduced |
| Copperwynd Financial, LLC | 3,138 | $808.7K | 0.24% | +80+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $814.6K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 3,161 | $814.6K | 0.01% | +3,161 | New |
| Wellington Shields Capital Management, LLC | 3,175 | $818.2K | 0.14% | −620−16.3% | Reduced |
| Savant Capital, LLC | 3,203 | $825.5K | 0.01% | +1,675+109.6% | Added |
| TLWM | 3,205 | $825.9K | 0.17% | −36−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,230 | $832.3K | 0.08% | −509−13.6% | Reduced |
| StoneX Group Inc. | 3,233 | $833.0K | 0.06% | +736+29.5% | Added |
| Laraway Financial Inc | 3,240 | $834.9K | 0.67% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,252 | $838.0K | 0.00% | −1,705−34.4% | Reduced |
| Congress Wealth Management LLC | 3,254 | $838.5K | 0.01% | +3,254 | New |
| Oder Investment Management, LLC | 3,268 | $842.2K | 0.72% | +222+7.3% | Added |
| QRG Capital Management, Inc. | 3,275 | $843.8K | 0.01% | −76−2.3% | Reduced |
| Parsons Capital Management Inc | 3,282 | $845.7K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 3,292 | $848.3K | 0.05% | −373−10.2% | Reduced |
| Atlas Brown,Inc. | 3,307 | $852.2K | 0.30% | −10.0% | Reduced |
| Thoroughbred Financial Services, LLC | 3,324 | $856.0K | 0.06% | −56−1.7% | Reduced |
| SFMG, LLC | 3,346 | $862.1K | 0.07% | +3+0.1% | Added |
| Ancora Advisors, LLC | 3,350 | $863.1K | 0.02% | −1,589−32.2% | Reduced |
| Coastline Trust Co | 3,350 | $863.3K | 0.10% | −3,390−50.3% | Reduced |
| Qtron Investments LLC | 3,363 | $866.6K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,382 | $871.5K | 0.03% | +56+1.7% | Added |
| ELCO Management Co., LLC | 3,390 | $873.6K | 0.47% | 00.0% | Unchanged |
| Cooper Financial Group | 3,394 | $874.7K | 0.11% | −45−1.3% | Reduced |
| Independence Bank of Kentucky | 3,400 | $876.1K | 0.19% | +961+39.4% | Added |
| BNP Paribas | 3,408 | $878.2K | 0.04% | −84−2.4% | Reduced |
| Jupiter Wealth Management LLC | 3,408 | $878.2K | 0.45% | +1,158+51.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $889.0K | 0.56% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,480 | $896.7K | 0.06% | +64+1.9% | Added |
| MQS Management LLC | 3,487 | $898.6K | 0.50% | +3,487 | New |
| Diamant Asset Management, Inc. | 3,495 | $900.6K | 0.56% | −200−5.4% | Reduced |
| Capital Management Associates | 3,500 | $901.9K | 1.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,504 | $902.9K | 0.27% | −49−1.4% | Reduced |
| FLC Capital Advisors | 3,538 | $911.7K | 0.21% | +3,538 | New |
| Advisors Asset Management, Inc. | 3,542 | $912.7K | 0.02% | −16−0.4% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $913.0K | 0.02% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,546 | $913.8K | 0.00% | −589−14.2% | Reduced |
| Raymond James Trust N.A. | 3,567 | $919.2K | 0.02% | +869+32.2% | Added |
| Cary Street Partner Investment Advisory LLC | 3,572 | $920.5K | 0.03% | −608−14.5% | Reduced |
| Synergy Financial Management, LLC | 3,578 | $922.0K | 0.14% | +251+7.5% | Added |
| Martingale Asset Management L P | 3,600 | $927.7K | 0.02% | −1,800−33.3% | Reduced |
| Rehmann Capital Advisory Group | 3,478 | $928.2K | 0.06% | +3,478 | New |
| Fifth Third Wealth Advisors LLC | 3,623 | $933.6K | 0.06% | +33+0.9% | Added |
| CAPROCK Group, Inc. | 3,670 | $945.9K | 0.03% | +28+0.8% | Added |
| Piscataqua Savings Bank | 3,679 | $948.0K | 0.81% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,681 | $948.6K | 0.34% | −80−2.1% | Reduced |
| AXA S.A. | 3,697 | $952.7K | 0.00% | +1,551+72.3% | Added |
| Leo Wealth, LLC | 3,724 | $959.5K | 0.09% | +500+15.5% | Added |
| Neo Ivy Capital Management | 3,722 | $960.0K | 0.31% | +598+19.1% | Added |
| Vinva Investment Management Ltd | 3,725 | $962.5K | 0.04% | −2,905−43.8% | Reduced |
| Tompkins Financial Corp | 3,740 | $963.8K | 0.09% | +1,320+54.5% | Added |
| First Hawaiian Bank | 3,782 | $974.6K | 0.03% | −37−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,788 | $976.1K | 0.04% | +20+0.5% | Added |
| Portman Square Capital LLP | 3,797 | $978.4K | 0.32% | +336+9.7% | Added |
| nVerses Capital, LLC | 3,800 | $979.2K | 0.45% | +900+31.0% | Added |
| Kovack Advisors, Inc. | 3,830 | $987.0K | 0.10% | +1,312+52.1% | Added |
| Dover Advisors, LLC | 3,844 | $990.6K | 0.56% | +307+8.7% | Added |
| Independent Solutions Wealth Management, LLC | 3,865 | $996.0K | 0.23% | −160−4.0% | Reduced |
| Wolverine Trading, LLC | 3,880 | $1.00M | 0.03% | −9,254−70.5% | Reduced |
| Glenmede Trust Co NA | 3,908 | $1.01M | 0.00% | +554+16.5% | Added |
| Prospera Financial Services Inc | 3,919 | $1.01M | 0.03% | +1,168+42.5% | Added |
| U S Global Investors Inc | 3,940 | $1.02M | 0.10% | −3,000−43.2% | Reduced |
| Essex Financial Services, Inc. | 4,225 | $1.02M | 0.07% | −338−7.4% | Reduced |
| Burns J W & Co Inc | 3,988 | $1.03M | 0.13% | −115−2.8% | Reduced |
| First Horizon Advisors, Inc. | 3,997 | $1.03M | 0.03% | −2−0.1% | Reduced |
| Ally Financial Inc. | 4,000 | $1.03M | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4,000 | $1.03M | 0.44% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,033 | $1.04M | 0.22% | +4,033 | New |
| Hantz Financial Services, Inc. | 4,059 | $1.05M | 0.02% | +8+0.2% | Added |
| La Banque Postale Asset Management SA | 4,060 | $1.05M | 0.02% | −214−5.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,068 | $1.05M | 0.04% | −920−18.4% | Reduced |
| Emerald Advisers, LLC | 4,109 | $1.06M | 0.04% | −42−1.0% | Reduced |
| Seven Eight Capital, LP | 4,128 | $1.06M | 0.10% | +4,128 | New |
| Atlantic Edge Private Wealth Management, LLC | 4,132 | $1.06M | 0.32% | +95+2.4% | Added |
| Trivant Custom Portfolio Group, LLC | 4,135 | $1.07M | 0.61% | −5,665−57.8% | Reduced |
| Schear Investment Advisers, LLC | 4,141 | $1.07M | 0.66% | +444+12.0% | Added |
| Kings Path Partners LLC | 4,151 | $1.07M | 0.45% | +1,435+52.8% | Added |
| Aviso Financial Inc. | 4,172 | $1.08M | 0.05% | +231+5.9% | Added |
| Magnolia Capital Management Ltd | 4,180 | $1.08M | 0.86% | +235+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 4,205 | $1.08M | 0.05% | +52+1.3% | Added |
| HB Wealth Management, LLC | 4,234 | $1.09M | 0.01% | +1,569+58.9% | Added |
| Hohimer Wealth Management, LLC | 4,239 | $1.09M | 0.23% | +126+3.1% | Added |
| Lowe Brockenbrough & Co Inc | 4,265 | $1.10M | 0.07% | −65−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,282 | $1.10M | 0.07% | −530−11.0% | Reduced |
| Signal Advisors Wealth, LLC | 4,359 | $1.12M | 0.16% | +4,359 | New |
| Park Avenue Securities LLC | 4,362 | $1.12M | 0.01% | +824+23.3% | Added |
| Diversify Advisory Services, LLC | 4,652 | $1.12M | 0.06% | +1,075+30.1% | Added |
| Pictet & Cie (Europe) SA | 4,363 | $1.12M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,435 | $1.14M | 0.02% | +339+8.3% | Added |
| Crescent Sterling, Ltd. | 4,488 | $1.16M | 1.10% | +35+0.8% | Added |