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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 1,431 | $368.8K | 0.03% | −215−13.1% | Reduced |
| XML Financial, LLC | 1,429 | $368.2K | 0.03% | −75−5.0% | Reduced |
| Spinnaker Trust | 1,417 | $365.1K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,411 | $363.6K | 0.00% | +156+12.4% | Added |
| Alesco Advisors LLC | 1,407 | $362.5K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,400 | $360.8K | 0.07% | 00.0% | Unchanged |
| 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 |
| Lion Street Advisors, LLC | 1,386 | $357.2K | 0.12% | +2+0.1% | Added |
| Westpac Banking Corp | 1,379 | $355.4K | 0.02% | +843+157.3% | Added |
| Nations Financial Group Inc, | 1,366 | $352.2K | 0.03% | +370+37.1% | Added |
| Forum Financial Management, LP | 1,360 | $350.5K | 0.01% | −2,005−59.6% | Reduced |
| Wilkinson Global Asset Management LLC | 1,355 | $349.2K | 0.02% | −50−3.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $348.7K | 0.14% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,336 | $344.3K | 0.00% | −442−24.9% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $344.0K | 0.18% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,330 | $342.7K | 0.00% | +101+8.2% | Added |
| Anchor Capital Advisors LLC | 1,324 | $341.2K | 0.01% | +93+7.6% | Added |
| AA Financial Advisors, LLC | 1,322 | $340.7K | 0.10% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 1,313 | $338.3K | 0.29% | +1,313 | New |
| Coppell Advisory Solutions LLC | 1,305 | $337.2K | 0.05% | +209+19.1% | Added |
| ICW Investment Advisors LLC | 1,308 | $337.1K | 0.14% | +32+2.5% | Added |
| Almanack Investment Partners, LLC. | 1,302 | $335.6K | 0.05% | +59+4.7% | Added |
| Audent Global Asset Management, LLC | 1,291 | $332.7K | 0.57% | −3,397−72.5% | Reduced |
| Focus Financial Network, Inc. | 1,288 | $331.9K | 0.01% | −89−6.5% | Reduced |
| Farmers Trust Co | 1,286 | $331.4K | 0.06% | −8−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,255 | $323.3K | 0.03% | −14−1.1% | Reduced |
| 9258 Wealth Management, LLC | 1,249 | $321.8K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,248 | $321.6K | 0.02% | +1+0.1% | Added |
| Aptus Capital Advisors, LLC | 1,247 | $321.3K | 0.00% | +26+2.1% | Added |
| Hancock Whitney Corp | 1,244 | $320.6K | 0.01% | −1,335−51.8% | Reduced |
| Hardy Reed LLC | 1,239 | $319.3K | 0.03% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,235 | $318.2K | 0.10% | −190−13.3% | Reduced |
| Central Bank & Trust Co | 1,235 | $318.2K | 0.04% | −64−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,232 | $317.5K | 0.03% | −9−0.7% | Reduced |
| NBT Bank N A | 1,227 | $316.2K | 0.02% | +116+10.4% | Added |
| Accurate Wealth Management, LLC | 1,295 | $316.1K | 0.06% | +104+8.7% | Added |
| MONECO Advisors, LLC | 1,219 | $314.2K | 0.04% | −27−2.2% | Reduced |
| Summit Financial, LLC | 1,217 | $313.7K | 0.01% | −56−4.4% | Reduced |
| Boston Trust Walden Corp | 1,200 | $309.2K | 0.00% | −13−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,200 | $309.2K | 0.01% | +1,059+751.1% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $309.2K | 0.07% | +1,200 | New |
| Ausdal Financial Partners, Inc. | 1,200 | $309.2K | 0.03% | −144−10.7% | Reduced |
| Arrow Financial Corp | 1,190 | $306.7K | 0.03% | −119−9.1% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $305.5K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,181 | $304.3K | 0.02% | −38−3.1% | Reduced |
| Studio Investment Management LLC | 1,175 | $302.8K | 0.06% | +37+3.3% | Added |
| LifePlan Financial, LLC | 1,172 | $302.0K | 0.26% | −47−3.9% | Reduced |
| V-Square Quantitative Management LLC | 1,172 | $302.0K | 0.04% | +383+48.5% | Added |
| MBB Public Markets I LLC | 1,170 | $301.5K | 0.03% | −10,875−90.3% | Reduced |
| Silverlake Wealth Management LLC | 1,169 | $301.4K | 0.12% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,161 | $299.2K | 0.08% | +50+4.5% | Added |
| Centurion Wealth Management LLC | 1,160 | $298.9K | 0.10% | +1,160 | New |
| Strategic Investment Solutions, Inc. | 1,158 | $298.5K | 0.09% | +51+4.6% | Added |
| Evoke Wealth, LLC | 1,158 | $298.3K | 0.01% | +1,158 | New |
| Strategic Investment Advisors | 1,156 | $298.0K | 0.03% | −81−6.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,153 | $297.1K | 0.00% | −34,055−96.7% | Reduced |
| Umpqua Bank | 1,150 | $296.3K | 0.11% | +26+2.3% | Added |
| PFG Investments, LLC | 1,150 | $296.2K | 0.02% | +42+3.8% | Added |
| Strategic Financial Services, Inc, | 1,146 | $295.3K | 0.02% | −50−4.2% | Reduced |
| Warren Averett Asset Management, LLC | 1,146 | $295.2K | 0.01% | +231+25.2% | Added |
| Cladis Investment Advisory, LLC | 1,140 | $293.9K | 0.20% | −120−9.5% | Reduced |
| Socha Financial Group, LLC | 1,134 | $292.2K | 0.13% | +5+0.4% | Added |
| Phoenix Holdings Ltd. | 1,127 | $291.0K | 0.00% | −247−18.0% | Reduced |
| Stonegate Investment Group, LLC | 1,128 | $290.7K | 0.01% | +1,128 | New |
| Ignite Planners, LLC | 1,125 | $289.9K | 0.07% | +7+0.6% | Added |
| Wealth Advisors of Iowa, LLC | 1,121 | $288.9K | 0.15% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,116 | $287.6K | 0.09% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 1,115 | $287.3K | 0.18% | 00.0% | Unchanged |
| CX Institutional | 1,114 | $287.1K | 0.01% | −1−0.1% | Reduced |
| Aviso Wealth Management | 1,102 | $284.0K | 0.15% | −335−23.3% | Reduced |
| Teacher Retirement System of Texas | 1,098 | $283.0K | 0.00% | −11,258−91.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,097 | $282.7K | 0.01% | +78+7.7% | Added |
| Perpetual Ltd | 1,096 | $282.4K | 0.00% | −40−3.5% | Reduced |
| E&G Advisors, LP | 1,095 | $282.2K | 0.08% | −50−4.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,093 | $281.7K | 0.01% | −31−2.8% | Reduced |
| German American Bancorp, Inc. | 1,090 | $280.9K | 0.03% | −115−9.5% | Reduced |
| Kraematon Investment Advisors, Inc | 1,085 | $279.6K | 0.27% | +2+0.2% | Added |
| Hillman Capital Management, Inc. | 1,081 | $278.6K | 0.10% | +9+0.8% | Added |
| Baker Ellis Asset Management LLC | 1,076 | $277.3K | 0.04% | +1,076 | New |
| Purus Wealth Management, LLC | 1,072 | $276.1K | 0.12% | +1+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 1,071 | $276.0K | 0.05% | +14+1.3% | Added |
| Signaturefd, LLC | 1,070 | $275.8K | 0.01% | −163−13.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,068 | $275.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,066 | $274.7K | 0.02% | +256+31.6% | Added |
| Ashton Thomas Securities, LLC | 1,060 | $273.2K | 0.05% | +28+2.7% | Added |
| D.B. Root & Company, LLC | 1,058 | $272.6K | 0.09% | −685−39.3% | Reduced |
| Alta Capital Management LLC | 1,056 | $272.2K | 0.02% | −8,315−88.7% | Reduced |
| Cypress Capital Group | 1,056 | $272.1K | 0.03% | −49−4.4% | Reduced |
| Connecticut Wealth Management, LLC | 1,050 | $270.6K | 0.01% | −345−24.7% | Reduced |
| Searle & Co. | 1,050 | $270.6K | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,035 | $267.0K | 0.02% | +191+22.6% | Added |
| Geller Advisors LLC | 1,031 | $265.7K | 0.02% | −24−2.3% | Reduced |
| Rise Advisors, LLC | 1,029 | $265.2K | 0.13% | −57−5.2% | Reduced |
| Clare Market Investments LLC | 1,026 | $264.3K | 0.07% | +4+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 1,025 | $264.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,021 | $262.6K | 0.00% | +658+181.3% | Added |
| Howard Capital Management Inc. | 1,014 | $261.3K | 0.00% | +1,014 | New |
| Conning Inc. | 1,005 | $259.0K | 0.01% | −1−0.1% | Reduced |
| Cornerstone Advisory, LLC | 1,003 | $258.5K | 0.03% | −6−0.6% | Reduced |