Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2024: 1,326 institutions

Value heldQ3 2024: $37.3B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Farmers & Merchants Investments Inc	105	$27.1K	0.00%	−40−27.6%	Reduced
Farmers & Merchants Trust Co of Chambersburg PA	106	$27.0K	0.01%	−300−73.9%	Reduced
JFS Wealth Advisors, LLC	102	$26.3K	0.00%	+3+3.0%	Added
Global Financial Private Client, LLC	101	$26.0K	0.01%	+101	New
MCF Advisors LLC	100	$25.8K	0.00%	−13−11.5%	Reduced
Hallmark Capital Management Inc	100	$25.8K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$25.8K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	100	$25.8K	0.01%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$25.8K	0.01%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	100	$25.8K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	99	$25.5K	0.01%	+37+59.7%	Added
Sachetta, LLC	98	$25.3K	0.01%	−22−18.3%	Reduced
New Millennium Group LLC	97	$25.0K	0.02%	00.0%	Unchanged
Hollencrest Capital Management	92	$23.7K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	90	$23.3K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	90	$23.2K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	90	$23.2K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	90	$23.1K	0.00%	+11+13.9%	Added
Planning Capital Management Corp	86	$22.3K	0.01%	−192−69.1%	Reduced
First Community Trust NA	85	$21.9K	0.02%	00.0%	Unchanged
Highline Wealth Partners LLC	84	$21.7K	0.01%	+71+546.2%	Added
JNBA Financial Advisors	80	$20.6K	0.00%	00.0%	Unchanged
Motco	78	$20.1K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	77	$20.0K	0.00%	+1+1.3%	Added
Hemington Wealth Management	89	$20.0K	0.01%	+89	New
Annapolis Financial Services, LLC	75	$19.3K	0.01%	00.0%	Unchanged
Hara Capital LLC	75	$19.3K	0.01%	+75	New
IMA Wealth, Inc.	74	$19.1K	0.00%	+74	New
Covestor Ltd	74	$19.0K	0.01%	−13−14.9%	Reduced
Capital Performance Advisors LLP	72	$18.6K	0.01%	+72	New
Abound Wealth Management	70	$18.0K	0.01%	+6+9.4%	Added
Coston, McIsaac & Partners	71	$18.0K	0.01%	00.0%	Unchanged
TFC Financial Management	65	$16.8K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	65	$16.8K	0.00%	00.0%	Unchanged
New Age Alpha Advisors, LLC	64	$16.5K	0.01%	+64	New
Financial Management Professionals, Inc.	61	$16.0K	0.00%	+3+5.2%	Added
DT Investment Partners, LLC	62	$16.0K	0.00%	+62	New
Oarsman Capital, Inc.	61	$15.7K	0.00%	+61	New
Anfield Capital Management, LLC	59	$15.2K	0.01%	+20+51.3%	Added
Redmont Wealth Advisors LLC	57	$14.7K	0.02%	00.0%	Unchanged
First Personal Financial Services	55	$14.2K	0.00%	+1+1.9%	Added
Winch Advisory Services, LLC	52	$13.5K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$13.4K	0.01%	00.0%	Unchanged
Caitlin John, LLC	51	$12.2K	0.01%	00.0%	Unchanged
Private Wealth Management Group, LLC	46	$11.9K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	46	$11.8K	0.01%	+30+187.5%	Added
Legend Financial Advisors, Inc.	43	$11.1K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$11.0K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	42	$10.8K	0.00%	−1−2.3%	Reduced
Meeder Asset Management Inc	42	$10.8K	0.00%	+4+10.5%	Added
Caldwell Trust Co	40	$10.3K	0.00%	−60−60.0%	Reduced
Carolina Wealth Advisors, LLC	40	$10.3K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	39	$10.1K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$9.79K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	36	$9.28K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	35	$9.02K	0.00%	+35	New
HighMark Wealth Management LLC	34	$8.78K	0.00%	−2−5.6%	Reduced
Raleigh Capital Management Inc.	34	$8.76K	0.00%	−12−26.1%	Reduced
McMahon Financial Advisors, LLC	33	$8.50K	0.00%	+27+450.0%	Added
Ogorek Anthony Joseph	33	$8.00K	0.00%	+9+37.5%	Added
Wolff Wiese Magana LLC	31	$7.99K	0.01%	+31	New
Hexagon Capital Partners LLC	31	$7.99K	0.00%	−10−24.4%	Reduced
Cornerstone Planning Group LLC	33	$7.79K	0.00%	+2+6.5%	Added
BOK Financial Private Wealth, Inc.	30	$7.73K	0.00%	−138−82.1%	Reduced
Zions Bancorporation, N.A.	30	$7.73K	0.00%	−21−41.2%	Reduced
Financial Network Wealth Advisors LLC	29	$7.51K	0.01%	−101−77.7%	Reduced
Peterson Financial Group, Inc.	27	$6.89K	0.03%	+27	New
Cape Investment Advisory, Inc.	25	$6.54K	0.00%	+13+108.3%	Added
IAG Wealth Partners, LLC	25	$6.44K	0.00%	00.0%	Unchanged
Centennial Bank	25	$6.44K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	24	$6.18K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	26	$6.00K	0.00%	−55−67.9%	Reduced
HHM Wealth Advisors, LLC	21	$5.41K	0.00%	+21	New
Raffa Wealth Management, LLC	21	$5.41K	0.00%	−698−97.1%	Reduced
Pension & Wealth Management Advisors, Inc.	20	$5.21K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	20	$5.15K	0.00%	+18+900.0%	Added
CoreFirst Bank & Trust	17	$4.38K	0.00%	+17	New
CarsonAllaria Wealth Management, Ltd.	16	$4.16K	0.00%	−16−50.0%	Reduced
Heritage Wealth Advisors	16	$4.12K	0.00%	−134−89.3%	Reduced
Versant Capital Management, Inc	16	$4.12K	0.00%	+16	New
Breakwater Investment Management	15	$3.87K	0.00%	−35−70.0%	Reduced
DiNuzzo Private Wealth, Inc.	15	$3.87K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	15	$3.87K	0.00%	+15	New
Rakuten Securities, Inc.	15	$3.87K	0.00%	+15	New
Tucker Asset Management LLC	13	$3.35K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	13	$3.23K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	12	$3.09K	0.00%	00.0%	Unchanged
Pacific Capital Wealth Advisors, Inc	12	$3.09K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	12	$3.09K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	15	$3.00K	0.00%	00.0%	Unchanged
Avion Wealth	14	$3.00K	0.00%	−2−12.5%	Reduced
Legacy Investment Solutions, LLC	12	$2.89K	0.00%	+12	New
Legacy Wealth Managment, LLC	12	$2.89K	0.00%	+12	New
Fairscale Capital, LLC	11	$2.83K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	10	$2.61K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.58K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Tidemark, LLC	10	$2.58K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	10	$2.58K	0.00%	00.0%	Unchanged