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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $258.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $258.0K | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $257.7K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $257.7K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 999 | $257.4K | 0.03% | +359+56.1% | Added |
| Csenge Advisory Group | 1,066 | $256.9K | 0.01% | +1,066 | New |
| Oakworth Capital, Inc. | 989 | $254.9K | 0.02% | +42+4.4% | Added |
| Cascade Investment Group, Inc. | 987 | $254.3K | 0.19% | −54−5.2% | Reduced |
| Balboa Wealth Partners | 984 | $253.4K | 0.06% | +984 | New |
| Dark Forest Capital Management LP | 983 | $253.3K | 0.03% | +983 | New |
| Iams Wealth Management, LLC | 983 | $253.3K | 0.12% | +983 | New |
| Barry Investment Advisors, LLC | 982 | $253.2K | 0.08% | 00.0% | Unchanged |
| Planning Directions Inc | 979 | $252.4K | 0.15% | −280−22.2% | Reduced |
| Bayesian Capital Management, LP | 976 | $251.5K | 0.03% | −824−45.8% | Reduced |
| Mattern Wealth Management LLC | 976 | $251.5K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 975 | $251.4K | 0.01% | −574−37.1% | Reduced |
| Trust Point Inc. | 965 | $248.7K | 0.02% | −18−1.8% | Reduced |
| Integrated Advisors Network LLC | 955 | $246.0K | 0.01% | +2+0.2% | Added |
| McLean Asset Management Corp | 996 | $245.8K | 0.07% | +4+0.4% | Added |
| Archford Capital Strategies, LLC | 1,000 | $245.7K | 0.04% | −65−6.1% | Reduced |
| Granite Harbor Advisors, Inc. | 951 | $245.0K | 0.14% | +108+12.8% | Added |
| Seneca Financial Advisors LLC | 951 | $245.0K | 0.12% | +4+0.4% | Added |
| FFT Wealth Management LLC | 947 | $244.0K | 0.02% | +29+3.2% | Added |
| Arvest Bank Trust Division | 944 | $243.3K | 0.01% | +944 | New |
| Baader Bank INC | 997 | $243.1K | 0.02% | +122+13.9% | Added |
| Beacon Financial Group | 939 | $242.0K | 0.03% | +39+4.3% | Added |
| Smartleaf Asset Management LLC | 929 | $240.2K | 0.03% | +324+53.6% | Added |
| Wealth Effects LLC | 931 | $239.9K | 0.08% | +10+1.1% | Added |
| Capital Investment Advisors, LLC | 930 | $239.6K | 0.00% | −69−6.9% | Reduced |
| Diversified Trust Co | 929 | $239.4K | 0.01% | +54+6.2% | Added |
| Baxter Bros Inc | 925 | $238.4K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $238.4K | 0.06% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 925 | $238.4K | 0.11% | +450+94.7% | Added |
| Weybosset Research & Management LLC | 925 | $238.0K | 0.08% | +100+12.1% | Added |
| Welch Group, LLC | 917 | $236.3K | 0.01% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 917 | $236.3K | 0.11% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 915 | $235.8K | 0.09% | −76−7.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 912 | $235.0K | 0.03% | +1+0.1% | Added |
| Concurrent Investment Advisors, LLC | 906 | $233.6K | 0.01% | −137−13.1% | Reduced |
| Cohen Investment Advisors LLC | 904 | $233.0K | 0.14% | −48−5.0% | Reduced |
| KRS Capital Management, LLC | 900 | $231.9K | 0.17% | −111−11.0% | Reduced |
| Kuhn & Co Investment Counsel | 900 | $231.9K | 0.20% | −4−0.4% | Reduced |
| Seed Wealth Management, Inc. | 900 | $231.9K | 0.19% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 899 | $231.7K | 0.04% | +20+2.3% | Added |
| Gilman Hill Asset Management, LLC | 895 | $230.6K | 0.04% | +75+9.1% | Added |
| Courier Capital LLC | 894 | $230.4K | 0.02% | +59+7.1% | Added |
| Atomi Financial Group, Inc. | 892 | $230.0K | 0.01% | −100−10.1% | Reduced |
| First Citizens Financial Corp | 891 | $229.6K | 0.12% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 885 | $228.7K | 0.02% | +885 | New |
| Washington Trust Co | 885 | $228.1K | 0.01% | −140−13.7% | Reduced |
| Terry L. Blaker | 880 | $226.8K | 0.01% | +880 | New |
| Berger Financial Group, Inc | 875 | $225.5K | 0.02% | −160−15.5% | Reduced |
| Quadrant Capital Group LLC | 872 | $224.7K | 0.02% | −27−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 871 | $224.3K | 0.02% | +4+0.5% | Added |
| Oddo BHF Asset Management SAS | 867 | $223.4K | 0.01% | +867 | New |
| Interchange Capital Partners, LLC | 865 | $223.2K | 0.08% | −76−8.1% | Reduced |
| GeoWealth Management, LLC | 862 | $222.2K | 0.01% | −138−13.8% | Reduced |
| Meridian Wealth Advisors, LLC | 862 | $222.1K | 0.04% | +862 | New |
| Rosenberg Matthew Hamilton | 858 | $221.1K | 0.06% | +50+6.2% | Added |
| Philip James Wealth Mangement, LLC | 855 | $220.3K | 0.03% | +3+0.4% | Added |
| Stockman Wealth Management, Inc. | 850 | $219.0K | 0.03% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 850 | $219.0K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 843 | $217.2K | 0.05% | +3+0.4% | Added |
| Intrua Financial, LLC | 842 | $217.0K | 0.04% | +10+1.2% | Added |
| Trust Co of the South | 835 | $215.2K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 834 | $214.9K | 0.04% | +834 | New |
| Jacobsen Capital Management | 833 | $214.7K | 0.09% | −13−1.5% | Reduced |
| Fragasso Group Inc. | 824 | $212.4K | 0.02% | −14−1.7% | Reduced |
| First National Bank & Trust Co of Newtown | 823 | $212.1K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 822 | $211.7K | 0.02% | −20−2.4% | Reduced |
| Transatlantique Private Wealth LLC | 818 | $210.8K | 0.08% | +818 | New |
| Baron Wealth Management LLC | 815 | $210.1K | 0.10% | −31−3.7% | Reduced |
| Brighton Jones LLC | 814 | $209.8K | 0.01% | −136−14.3% | Reduced |
| Pitti Group Wealth Management, LLC | 865 | $209.2K | 0.23% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 812 | $209.2K | 0.01% | +150+22.7% | Added |
| Callahan Advisors, LLC | 810 | $208.7K | 0.02% | −46−5.4% | Reduced |
| Chatham Capital Group, Inc. | 810 | $208.7K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 810 | $208.7K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 805 | $207.4K | 0.00% | +805 | New |
| Modera Wealth Management, LLC | 804 | $207.2K | 0.00% | +804 | New |
| Aristotle Atlantic Partners, LLC | 800 | $206.2K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 800 | $206.2K | 0.10% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 800 | $206.2K | 0.10% | +800 | New |
| Journey Advisory Group, LLC | 800 | $205.8K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 797 | $205.3K | 0.02% | −29−3.5% | Reduced |
| Hilltop Holdings Inc. | 797 | $205.2K | 0.01% | +797 | New |
| Patrick M Sweeney & Associates, Inc | 796 | $205.2K | 0.15% | 00.0% | Unchanged |
| First Affirmative Financial Network | 796 | $205.2K | 0.11% | −27−3.3% | Reduced |
| Quadcap Wealth Management, LLC | 795 | $204.9K | 0.03% | −931−53.9% | Reduced |
| Grant Street Asset Management, Inc. | 793 | $204.3K | 0.06% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 837 | $204.2K | 0.06% | +2+0.2% | Added |
| Bouchey Financial Group Ltd | 792 | $204.1K | 0.02% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 789 | $203.2K | 0.08% | +789 | New |
| Smithfield Trust Co | 794 | $203.0K | 0.01% | −25−3.1% | Reduced |
| Cidel Asset Management Inc | 785 | $202.3K | 0.01% | +785 | New |
| NWF Advisory Services Inc. | 784 | $202.0K | 0.03% | +784 | New |
| Geneos Wealth Management Inc. | 783 | $201.8K | 0.01% | +431+122.4% | Added |
| Claret Asset Management Corp | 781 | $201.0K | 0.03% | +781 | New |
| Fox Hill Wealth Management | 778 | $200.5K | 0.11% | −4−0.5% | Reduced |
| Hall Laurie J Trustee | 770 | $198.0K | 0.06% | +470+156.7% | Added |