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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 756 | $194.7K | 0.02% | +12+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $191.4K | 0.01% | +494+198.4% | Added |
| Colonial Trust Co | 731 | $188.3K | 0.03% | +61+9.1% | Added |
| Manchester Capital Management LLC | 722 | $186.1K | 0.02% | −21−2.8% | Reduced |
| Mather Group, LLC. | 703 | $181.2K | 0.00% | +81+13.0% | Added |
| Sentry Investment Management LLC | 702 | $181.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 694 | $178.8K | 0.01% | +240+52.9% | Added |
| Parkside Financial Bank & Trust | 677 | $174.5K | 0.02% | +5+0.7% | Added |
| Emerald Mutual Fund Advisers Trust | 672 | $173.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $164.0K | 0.00% | −3,152−83.2% | Reduced |
| AdvisorNet Financial, Inc | 613 | $158.0K | 0.01% | +25+4.3% | Added |
| Beach Investment Counsel Inc | 600 | $155.0K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 600 | $154.6K | 0.03% | +100+20.0% | Added |
| LRI Investments, LLC | 633 | $153.2K | 0.01% | −120−15.9% | Reduced |
| Paladin Wealth, LLC | 541 | $139.4K | 0.12% | +541 | New |
| United Community Bank | 529 | $136.3K | 0.05% | −44−7.7% | Reduced |
| PEAK6 Investments LLC | 511 | $131.7K | 0.01% | +418+449.5% | Added |
| Archer Investment Corp | 507 | $130.7K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 506 | $130.4K | 0.04% | −16−3.1% | Reduced |
| Alta Advisers Ltd | 500 | $128.8K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $128.8K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 485 | $125.0K | 0.00% | −3,319−87.3% | Reduced |
| Princeton Global Asset Management LLC | 475 | $122.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 470 | $121.1K | 0.03% | −1,051−69.1% | Reduced |
| Gulf International Bank (UK) Ltd | 471 | $121.0K | 0.00% | −181−27.8% | Reduced |
| Vestor Capital, LLC | 450 | $116.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 445 | $114.7K | 0.07% | +6+1.4% | Added |
| City State Bank | 439 | $113.1K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 425 | $109.5K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 414 | $106.7K | 0.00% | +145+53.9% | Added |
| Duncker Streett & Co Inc | 410 | $105.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 408 | $105.1K | 0.04% | −7−1.7% | Reduced |
| Evermay Wealth Management LLC | 404 | $104.1K | 0.02% | −10−2.4% | Reduced |
| Optimum Investment Advisors | 400 | $103.1K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $103.1K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 392 | $101.0K | 0.01% | −16−3.9% | Reduced |
| Global Trust Asset Management, LLC | 380 | $97.9K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 366 | $94.0K | 0.01% | −27−6.9% | Reduced |
| Centiva Capital, LP | 359 | $92.5K | 0.00% | −523−59.3% | Reduced |
| Cetera Trust Company, N.A | 350 | $90.2K | 0.06% | −100−22.2% | Reduced |
| Riverview Trust Co | 346 | $89.2K | 0.08% | +94+37.3% | Added |
| Lindbrook Capital, LLC | 333 | $85.8K | 0.01% | −119−26.3% | Reduced |
| General Partner, Inc. | 332 | $85.6K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 315 | $81.2K | 0.02% | +20+6.8% | Added |
| Tobam | 311 | $80.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 309 | $79.7K | 0.01% | +26+9.2% | Added |
| ORG Partners LLC | 303 | $78.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 295 | $76.1K | 0.01% | +55+22.9% | Added |
| Bruce G. Allen Investments, LLC | 257 | $66.2K | 0.05% | −7−2.7% | Reduced |
| TSFG, LLC | 252 | $65.0K | 0.01% | −50−16.6% | Reduced |
| Advantage Trust Co | 250 | $64.4K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $63.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 243 | $62.6K | 0.01% | +22+10.0% | Added |
| Northwest Investment Counselors, LLC | 239 | $61.6K | 0.01% | +239 | New |
| Continuum Advisory, LLC | 252 | $61.0K | 0.01% | +102+68.0% | Added |
| Truvestments Capital LLC | 234 | $60.3K | 0.02% | +234 | New |
| Caldwell Sutter Capital, Inc. | 227 | $58.5K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $57.5K | 0.04% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 221 | $57.1K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 215 | $55.4K | 0.00% | +215 | New |
| SRS Capital Advisors, Inc. | 213 | $54.9K | 0.00% | +10+4.9% | Added |
| Silicon Valley Capital Partners | 208 | $53.6K | 0.01% | +1+0.5% | Added |
| Glen Eagle Advisors, LLC | 206 | $53.1K | 0.01% | −17−7.6% | Reduced |
| West Paces Advisors Inc. | 204 | $52.6K | 0.01% | −4−1.9% | Reduced |
| Blume Capital Management, Inc. | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $51.5K | 0.01% | +200 | New |
| Venturi Wealth Management, LLC | 196 | $50.5K | 0.00% | −13−6.2% | Reduced |
| Pinnacle Bancorp, Inc. | 191 | $49.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 187 | $48.0K | 0.00% | +3+1.6% | Added |
| MV Capital Management, Inc. | 185 | $47.7K | 0.01% | −14−7.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 184 | $47.4K | 0.01% | −3−1.6% | Reduced |
| Chilton Capital Management LLC | 180 | $46.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 166 | $42.8K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 166 | $42.8K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 163 | $41.9K | 0.02% | +163 | New |
| Quent Capital, LLC | 159 | $41.0K | 0.00% | −28−15.0% | Reduced |
| Pin Oak Investment Advisors Inc | 158 | $40.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 152 | $39.0K | 0.01% | −2−1.3% | Reduced |
| Bell Investment Advisors, Inc | 150 | $38.7K | 0.01% | −2−1.3% | Reduced |
| Wellington Shields & Co., LLC | 150 | $38.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $38.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 150 | $38.7K | 0.00% | +150 | New |
| Atlantic Private Wealth, LLC | 150 | $38.7K | 0.03% | +150 | New |
| Center for Financial Planning, Inc. | 145 | $37.4K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 145 | $37.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 143 | $36.9K | 0.00% | −7−4.7% | Reduced |
| Colonial Trust Advisors | 135 | $34.8K | 0.00% | +125+1,250.0% | Added |
| Castleview Partners, LLC | 135 | $34.8K | 0.02% | −9−6.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 130 | $33.5K | 0.01% | +18+16.1% | Added |
| J.Safra Asset Management Corp | 128 | $33.1K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 128 | $33.0K | 0.01% | +128 | New |
| Washington Trust Advisors, Inc. | 125 | $32.2K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $32.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $32.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $31.2K | 0.01% | −70−36.6% | Reduced |
| Hanson & Doremus Investment Management | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 116 | $29.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 115 | $29.6K | 0.00% | −23−16.7% | Reduced |
| First Financial Corp | 109 | $28.1K | 0.01% | −21−16.2% | Reduced |