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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 4,495 | $1.16M | 0.01% | −447−9.0% | Reduced |
| 17 Capital Partners, LLC | 4,535 | $1.17M | 0.76% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,546 | $1.17M | 0.02% | −374−7.6% | Reduced |
| Gilbert & Cook, Inc. | 4,560 | $1.18M | 0.16% | −123−2.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,600 | $1.19M | 0.02% | +3,236+237.2% | Added |
| Byrne Asset Management LLC | 4,623 | $1.19M | 0.81% | −11−0.2% | Reduced |
| Mattson Financial Services, LLC | 4,644 | $1.19M | 0.43% | −33−0.7% | Reduced |
| Neumann Capital Management, LLC | 4,637 | $1.19M | 0.40% | +80+1.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,639 | $1.20M | 0.08% | −554−10.7% | Reduced |
| Eads & Heald Wealth Management | 4,690 | $1.21M | 0.57% | −44−0.9% | Reduced |
| Synovus Financial Corp | 4,740 | $1.22M | 0.01% | −596−11.2% | Reduced |
| Benjamin Edwards Inc | 4,763 | $1.23M | 0.02% | +3,209+206.5% | Added |
| American National Bank | 4,765 | $1.23M | 0.14% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,202 | $1.23M | 0.30% | +107+2.1% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.24M | 1.53% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,836 | $1.25M | 0.04% | +812+20.2% | Added |
| Wealthcare Advisory Partners LLC | 4,859 | $1.25M | 0.04% | +266+5.8% | Added |
| Mirabella Financial Services LLP | 4,872 | $1.26M | 0.07% | +4,872 | New |
| Siemens Fonds Invest GmbH | 4,929 | $1.27M | 0.10% | −328−6.2% | Reduced |
| Delta Financial Advisors LLC | 4,933 | $1.27M | 0.46% | +171+3.6% | Added |
| Kingswood Wealth Advisors, LLC | 4,935 | $1.27M | 0.09% | −219−4.2% | Reduced |
| Western Wealth Management, LLC | 4,937 | $1.27M | 0.07% | +3,791+330.8% | Added |
| Sequoia Financial Advisors, LLC | 4,961 | $1.28M | 0.01% | +573+13.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,966 | $1.28M | 0.03% | −158−3.1% | Reduced |
| Fortis Capital Advisors, LLC | 5,040 | $1.30M | 0.43% | −288−5.4% | Reduced |
| CWM, LLC | 5,065 | $1.30M | 0.01% | −61−1.2% | Reduced |
| Kennedy Investment Group | 5,093 | $1.31M | 0.60% | −62−1.2% | Reduced |
| Hunter Associates Investment Management LLC | 5,075 | $1.31M | 0.20% | +270+5.6% | Added |
| Cornerstone Advisors, LLC | 5,100 | $1.31M | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 5,113 | $1.32M | 0.03% | +62+1.2% | Added |
| GAMMA Investing LLC | 5,149 | $1.33M | 0.13% | −190−3.6% | Reduced |
| Premier Path Wealth Partners, LLC | 5,157 | $1.33M | 0.21% | −89−1.7% | Reduced |
| We Are One Seven, LLC | 5,184 | $1.34M | 0.06% | −46−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 5,200 | $1.34M | 0.35% | 00.0% | Unchanged |
| Lipe & Dalton | 5,209 | $1.34M | 0.68% | −74−1.4% | Reduced |
| Pflug Koory, LLC | 5,218 | $1.34M | 0.66% | +5,218 | New |
| Fiduciary Trust Co | 5,231 | $1.35M | 0.02% | +123+2.4% | Added |
| Trust Investment Advisors | 5,252 | $1.35M | 0.86% | −50−0.9% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $1.36M | 0.15% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,274 | $1.36M | 0.04% | −8,301−61.1% | Reduced |
| GTS Securities LLC | 5,289 | $1.36M | 0.03% | +4,458+536.5% | Added |
| Brinker Capital Investments, LLC | 5,290 | $1.36M | 0.01% | +37+0.7% | Added |
| Orion Portfolio Solutions, LLC | 5,290 | $1.36M | 0.01% | +37+0.7% | Added |
| Garner Asset Management Corp | 5,336 | $1.38M | 0.63% | +226+4.4% | Added |
| Kingsview Wealth Management, LLC | 5,338 | $1.38M | 0.03% | −243−4.4% | Reduced |
| Stablepoint Partners, LLC | 5,355 | $1.38M | 0.25% | +300+5.9% | Added |
| Legacy Advisors, LLC | 5,420 | $1.40M | 0.15% | +2,686+98.2% | Added |
| Prairie Wealth Advisors, Inc. | 5,421 | $1.40M | 0.69% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 5,423 | $1.40M | 0.19% | −246−4.3% | Reduced |
| Mirador Capital Partners LP | 5,429 | $1.40M | 0.25% | +308+6.0% | Added |
| Investment Management Corp of Ontario | 5,455 | $1.41M | 0.03% | +1,700+45.3% | Added |
| Fairbanks Capital Management, Inc. | 5,465 | $1.41M | 0.88% | +298+5.8% | Added |
| XTX Topco Ltd | 5,486 | $1.41M | 0.10% | −3,550−39.3% | Reduced |
| Barden Capital Management, Inc. | 5,502 | $1.42M | 1.25% | +583+11.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,511 | $1.42M | 0.49% | +156+2.9% | Added |
| Daymark Wealth Partners, LLC | 5,536 | $1.43M | 0.06% | +719+14.9% | Added |
| Marion Wealth Management | 5,554 | $1.43M | 0.38% | +289+5.5% | Added |
| Metis Global Partners, LLC | 5,570 | $1.44M | 0.04% | +46+0.8% | Added |
| Aberdeen Wealth Management LLC | 5,590 | $1.44M | 0.95% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 5,640 | $1.45M | 0.03% | −5,178−47.9% | Reduced |
| HighPoint Advisor Group LLC | 5,649 | $1.46M | 0.08% | −3,785−40.1% | Reduced |
| Panagora Asset Management Inc | 5,697 | $1.47M | 0.01% | −10.0% | Reduced |
| Omers Administration Corp | 5,706 | $1.47M | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,712 | $1.47M | 0.37% | +275+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,761 | $1.48M | 0.01% | +21+0.4% | Added |
| Alaethes Wealth LLC | 5,769 | $1.49M | 0.55% | +957+19.9% | Added |
| Ameritas Advisory Services, LLC | 5,794 | $1.49M | 0.06% | −568−8.9% | Reduced |
| Brown Advisory Inc | 5,831 | $1.50M | 0.00% | +365+6.7% | Added |
| Platform Technology Partners | 5,847 | $1.51M | 0.47% | −35−0.6% | Reduced |
| Cim Investment Mangement Inc | 5,868 | $1.51M | 0.45% | −117−2.0% | Reduced |
| Valley National Advisers Inc | 5,883 | $1.51M | 0.27% | −5,728−49.3% | Reduced |
| Public Sector Pension Investment Board | 5,904 | $1.52M | 0.01% | +200+3.5% | Added |
| Venture Visionary Partners LLC | 5,911 | $1.52M | 0.07% | +785+15.3% | Added |
| Sigma Planning Corp | 5,915 | $1.52M | 0.05% | −244−4.0% | Reduced |
| Illinois Municipal Retirement Fund | 5,929 | $1.53M | 0.02% | −2,820−32.2% | Reduced |
| Redwood Investments, LLC | 5,955 | $1.53M | 0.46% | −502−7.8% | Reduced |
| Highview Capital Management LLC | 5,981 | $1.54M | 0.63% | +160+2.7% | Added |
| Occudo Quantitative Strategies LP | 5,996 | $1.55M | 0.28% | +5,996 | New |
| Miller Investment Management, LP | 6,000 | $1.55M | 0.16% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 6,025 | $1.55M | 0.04% | −17−0.3% | Reduced |
| TownSquare Capital, LLC | 6,042 | $1.56M | 0.02% | −4,070−40.2% | Reduced |
| Stableford Capital II LLC | 6,465 | $1.56M | 0.62% | −20.0% | Reduced |
| Palisade Capital Management LLC | 6,050 | $1.56M | 0.04% | −50−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,166 | $1.59M | 0.14% | −50−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,178 | $1.59M | 0.02% | −80−1.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,192 | $1.60M | 0.03% | +2,973+92.4% | Added |
| Webster Bank, N. A. | 6,235 | $1.61M | 0.17% | −402−6.1% | Reduced |
| Jacobi Capital Management LLC | 6,252 | $1.61M | 0.12% | +401+6.9% | Added |
| Benedict Financial Advisors Inc | 6,268 | $1.62M | 0.38% | +258+4.3% | Added |
| Credit Agricole S A | 6,282 | $1.62M | 0.01% | −305−4.6% | Reduced |
| Entropy Technologies, LP | 6,337 | $1.63M | 0.17% | +6,337 | New |
| Secure Asset Management, LLC | 6,344 | $1.63M | 0.28% | +1,022+19.2% | Added |
| Man Group plc | 6,347 | $1.64M | 0.00% | +6,347 | New |
| Altshuler Shaham Ltd | 6,362 | $1.64M | 0.10% | +4,028+172.6% | Added |
| TD Private Client Wealth LLC | 6,385 | $1.65M | 0.05% | +1,439+29.1% | Added |
| Xcel Wealth Management, LLC | 6,396 | $1.65M | 0.48% | −1,580−19.8% | Reduced |
| Norinchukin Bank, The | 6,408 | $1.65M | 0.04% | +738+13.0% | Added |
| Zevenbergen Capital Investments LLC | 6,460 | $1.66M | 0.03% | −200−3.0% | Reduced |
| Intech Investment Management LLC | 6,509 | $1.68M | 0.02% | −3,298−33.6% | Reduced |
| Plimoth Trust Co LLC | 6,599 | $1.70M | 0.43% | +1,252+23.4% | Added |