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 |
|---|---|---|---|---|---|
| Infusive Asset Management Inc. | 6,609 | $1.70M | 0.72% | −8,650−56.7% | Reduced |
| GWM Advisors LLC | 6,617 | $1.71M | 0.01% | −693−9.5% | Reduced |
| Clearstead Advisors, LLC | 6,638 | $1.71M | 0.03% | +6+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,650 | $1.71M | 0.91% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 6,658 | $1.72M | 0.25% | +959+16.8% | Added |
| Principal Securities, Inc. | 6,696 | $1.73M | 0.04% | +2,536+61.0% | Added |
| Allianz SE | 6,717 | $1.73M | 0.05% | −300−4.3% | Reduced |
| RSM US Wealth Management LLC | 6,734 | $1.74M | 0.03% | +473+7.6% | Added |
| B&L Asset Management LLC | 6,782 | $1.75M | 1.11% | +6,782 | New |
| Cross Staff Investments Inc | 6,799 | $1.75M | 1.35% | +10.0% | Added |
| HM Payson & Co | 6,851 | $1.77M | 0.03% | +258+3.9% | Added |
| Avantax Planning Partners, Inc. | 6,900 | $1.78M | 0.06% | +271+4.1% | Added |
| Radnor Capital Management, LLC | 6,919 | $1.78M | 0.26% | +240+3.6% | Added |
| Linden Thomas Advisory Services, LLC | 6,923 | $1.78M | 0.24% | −8−0.1% | Reduced |
| National Asset Management, Inc. | 7,177 | $1.80M | 0.05% | −932−11.5% | Reduced |
| Atria Wealth Solutions, Inc. | 7,006 | $1.81M | 0.02% | −1,186−14.5% | Reduced |
| TriaGen Wealth Management LLC | 7,022 | $1.81M | 0.61% | −36−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,033 | $1.81M | 0.02% | −534−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,386 | $1.81M | 0.02% | −822−10.0% | Reduced |
| Pitcairn Co | 7,052 | $1.82M | 0.11% | +1,901+36.9% | Added |
| Parallax Volatility Advisers, L.P. | 7,121 | $1.84M | 0.05% | +5,299+290.8% | Added |
| Plato Investment Management Ltd | 7,137 | $1.84M | 0.15% | 00.0% | Unchanged |
| Marco Investment Management LLC | 7,146 | $1.84M | 0.16% | −5−0.1% | Reduced |
| AXS Investments LLC | 7,150 | $1.84M | 0.49% | +7,150 | New |
| Umb Bank N A | 7,265 | $1.87M | 0.03% | +381+5.5% | Added |
| Townsend Asset Management Corp | 7,283 | $1.88M | 0.70% | −15,244−67.7% | Reduced |
| Allworth Financial LP | 7,298 | $1.88M | 0.01% | +20+0.3% | Added |
| Moody National Bank Trust Division | 7,307 | $1.88M | 0.20% | +396+5.7% | Added |
| Silvercrest Asset Management Group LLC | 7,320 | $1.89M | 0.01% | −27−0.4% | Reduced |
| Thrivent Financial for Lutherans | 7,341 | $1.89M | 0.00% | +845+13.0% | Added |
| Pinnacle Financial Partners Inc | 7,381 | $1.90M | 0.04% | +169+2.3% | Added |
| Swiss Life Asset Management Ltd | 7,479 | $1.93M | 0.02% | −1,227−14.1% | Reduced |
| West Oak Capital, LLC | 7,473 | $1.93M | 0.36% | +238+3.3% | Added |
| Gs Investments, Inc. | 7,485 | $1.93M | 0.86% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 7,493 | $1.93M | 0.44% | −200−2.6% | Reduced |
| IFP Advisors, Inc | 7,527 | $1.94M | 0.07% | −271−3.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 7,562 | $1.95M | 2.05% | −7−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.97M | 0.05% | −3,000−28.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,724 | $1.99M | 0.43% | +2,076+36.8% | Added |
| Gotham Asset Management, LLC | 7,757 | $2.00M | 0.02% | +644+9.1% | Added |
| Archon Partners LLC | 7,825 | $2.02M | 0.23% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,852 | $2.02M | 0.21% | +2,111+36.8% | Added |
| Triangle Securities Wealth Management | 7,851 | $2.02M | 0.52% | +131+1.7% | Added |
| Jones Financial Companies LLLP | 7,834 | $2.02M | 0.00% | +4,460+132.2% | Added |
| New Mexico Educational Retirement Board | 7,921 | $2.04M | 0.07% | −200−2.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,941 | $2.05M | 0.06% | −495−5.9% | Reduced |
| Quantinno Capital Management LP | 7,944 | $2.05M | 0.03% | +2,928+58.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,008 | $2.06M | 1.33% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8,027 | $2.07M | 0.44% | +510+6.8% | Added |
| Argent Trust Co | 8,068 | $2.08M | 0.09% | −1,527−15.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,081 | $2.08M | 0.80% | +1,445+21.8% | Added |
| TRUE Private Wealth Advisors | 8,182 | $2.11M | 0.25% | +8,182 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 6,947 | $2.12M | 0.01% | −394−5.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,275 | $2.13M | 0.05% | +8,275 | New |
| Fernwood Investment Management, LLC | 8,329 | $2.15M | 0.70% | −200−2.3% | Reduced |
| NewEdge Wealth, LLC | 8,381 | $2.16M | 0.04% | +5,360+177.4% | Added |
| MAI Capital Management | 8,512 | $2.19M | 0.02% | −676−7.4% | Reduced |
| Toroso Investments, LLC | 8,540 | $2.20M | 0.02% | −5,052−37.2% | Reduced |
| Dohj, LLC | 8,670 | $2.22M | 0.52% | +1,037+13.6% | Added |
| Vontobel Holding Ltd. | 8,606 | $2.22M | 0.01% | +120+1.4% | Added |
| Round Rock Advisors, LLC | 8,626 | $2.22M | 0.52% | −85−1.0% | Reduced |
| DoubleLine ETF Adviser LP | 8,649 | $2.23M | 0.54% | +2,155+33.2% | Added |
| Securian Asset Management, Inc | 8,665 | $2.23M | 0.06% | −548−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 8,714 | $2.25M | 0.07% | −376−4.1% | Reduced |
| Banque Pictet & Cie SA | 8,750 | $2.25M | 0.02% | +100+1.2% | Added |
| HCR Wealth Advisors | 8,751 | $2.26M | 0.30% | +117+1.4% | Added |
| Cobblestone Capital Advisors LLC | 8,785 | $2.26M | 0.13% | +330+3.9% | Added |
| Louisiana State Employees Retirement System | 8,800 | $2.27M | 0.04% | −300−3.3% | Reduced |
| Bangor Savings Bank | 8,868 | $2.29M | 0.22% | −143−1.6% | Reduced |
| Baldwin Investment Management, LLC | 8,870 | $2.29M | 0.29% | −1,249−12.3% | Reduced |
| Perigon Wealth Management, LLC | 8,997 | $2.32M | 0.06% | +88+1.0% | Added |
| Rakuten Investment Management, Inc. | 9,012 | $2.33M | 0.01% | +2,108+30.5% | Added |
| Walleye Trading LLC | 9,055 | $2.33M | 0.06% | −5,743−38.8% | Reduced |
| Maryland State Retirement & Pension System | 9,093 | $2.34M | 0.05% | −3,548−28.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,106 | $2.35M | 0.03% | −373−3.9% | Reduced |
| Griffin Asset Management, Inc. | 9,216 | $2.37M | 0.27% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 10,300 | $2.40M | 0.57% | 00.0% | Unchanged |
| JustInvest LLC | 9,498 | $2.45M | 0.04% | −1,177−11.0% | Reduced |
| Sirios Capital Management L P | 9,664 | $2.49M | 0.44% | −1,682−14.8% | Reduced |
| Joho Capital LLC | 9,815 | $2.53M | 0.40% | −2,300−19.0% | Reduced |
| Hartford Investment Management Co | 9,857 | $2.54M | 0.08% | −458−4.4% | Reduced |
| Northcape Wealth Management, LLC | 9,921 | $2.56M | 0.84% | +123+1.3% | Added |
| TBH Global Asset Management, LLC | 9,938 | $2.56M | 0.56% | +83+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 9,995 | $2.58M | 0.01% | +237+2.4% | Added |
| MidWestOne Financial Group, Inc. | 10,031 | $2.58M | 0.36% | +3,281+48.6% | Added |
| Tower Bridge Advisors | 10,042 | $2.59M | 0.27% | −119−1.2% | Reduced |
| Camden Capital, LLC | 10,092 | $2.60M | 0.28% | −6−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 10,137 | $2.61M | 0.05% | −318−3.0% | Reduced |
| Mizuho Securities USA LLC | 10,160 | $2.62M | 0.06% | −2,249−18.1% | Reduced |
| Empowered Funds, LLC | 10,184 | $2.62M | 0.04% | +7,752+318.8% | Added |
| Belpointe Asset Management LLC | 10,226 | $2.64M | 0.16% | −342−3.2% | Reduced |
| Keybank National Association | 10,231 | $2.64M | 0.01% | −420−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,351 | $2.67M | 0.03% | −257−2.4% | Reduced |
| Level Four Advisory Services, LLC | 11,618 | $2.70M | 0.11% | +614+5.6% | Added |
| Wisconsin Capital Management LLC | 10,497 | $2.70M | 1.42% | −21−0.2% | Reduced |
| Ar Asset Management Inc | 10,550 | $2.72M | 0.60% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 10,672 | $2.75M | 2.12% | +411+4.0% | Added |
| WD Rutherford LLC | 10,698 | $2.76M | 1.35% | +172+1.6% | Added |
| Atlantic Union Bankshares Corp | 10,718 | $2.76M | 0.16% | −1,750−14.0% | Reduced |
| SWS Partners | 10,742 | $2.77M | 0.88% | −4,632−30.1% | Reduced |