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 |
|---|---|---|---|---|---|
| Grand Jean Capital Management Inc | 48,788 | $12.6M | 2.81% | −539−1.1% | Reduced |
| Gradient Investments LLC | 48,769 | $12.6M | 0.26% | −11,744−19.4% | Reduced |
| Whittier Trust Co | 47,920 | $12.3M | 0.17% | −220.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 47,575 | $12.3M | 0.06% | −20,967−30.6% | Reduced |
| Maple Capital Management, Inc. | 47,089 | $12.1M | 0.93% | −1,303−2.7% | Reduced |
| Arizona State Retirement System | 47,014 | $12.1M | 0.08% | −680−1.4% | Reduced |
| First Long Island Investors, LLC | 46,810 | $12.1M | 0.95% | +2,445+5.5% | Added |
| South Street Advisors LLC | 46,643 | $12.0M | 1.83% | −3,061−6.2% | Reduced |
| Cetera Investment Advisers | 46,178 | $11.9M | 0.03% | +1,637+3.7% | Added |
| Cohen Capital Management, Inc. | 46,093 | $11.9M | 1.93% | +798+1.8% | Added |
| Grassi Investment Management | 45,854 | $11.8M | 1.02% | −1,200−2.6% | Reduced |
| Van Eck Associates Corp | 47,529 | $11.5M | 0.01% | −2,373−4.8% | Reduced |
| Washington Trust Bank | 43,540 | $11.2M | 1.07% | −2,430−5.3% | Reduced |
| DuPont Capital Management Corp | 43,458 | $11.2M | 0.94% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 43,400 | $11.2M | 0.13% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,245 | $11.1M | 0.03% | +1,025+2.4% | Added |
| Dillon & Associates Inc | 42,664 | $11.0M | 1.55% | +551+1.3% | Added |
| State of Michigan Retirement System | 42,658 | $11.0M | 0.05% | −1,400−3.2% | Reduced |
| Vestcor Inc | 42,367 | $10.9M | 0.34% | +36,900+675.0% | Added |
| Teachers Retirement System of the State of Kentucky | 41,608 | $10.7M | 0.09% | −4,318−9.4% | Reduced |
| WSFS Capital Management, LLC | 41,097 | $10.6M | 0.57% | +1,047+2.6% | Added |
| MetLife Investment Management | 40,788 | $10.5M | 0.06% | −2,126−5.0% | Reduced |
| Canandaigua National Bank & Trust Co | 40,451 | $10.4M | 0.99% | −1,395−3.3% | Reduced |
| Sit Investment Associates Inc | 40,337 | $10.4M | 0.23% | +308+0.8% | Added |
| Calamos Wealth Management LLC | 40,042 | $10.3M | 0.53% | −7,958−16.6% | Reduced |
| Chartwell Investment Partners, LLC | 39,431 | $10.2M | 0.35% | +2,627+7.1% | Added |
| STRS Ohio | 38,216 | $9.85M | 0.04% | −45,648−54.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 40,233 | $9.83M | 0.07% | +9,651+31.6% | Added |
| Compass Wealth Management LLC | 37,839 | $9.75M | 2.30% | +2,022+5.6% | Added |
| Wesbanco Bank Inc | 37,764 | $9.73M | 0.33% | −29,311−43.7% | Reduced |
| Corebridge Financial, Inc. | 37,736 | $9.72M | 0.05% | −2,163−5.4% | Reduced |
| Jacobs & Co | 37,625 | $9.70M | 0.97% | +1,550+4.3% | Added |
| LMR Partners LLP | 37,500 | $9.66M | 0.21% | +17,502+87.5% | Added |
| Forsta Ap-Fonden | 37,400 | $9.64M | 0.07% | +3,700+11.0% | Added |
| Millennium Management LLC | 37,260 | $9.60M | 0.01% | +24,160+184.4% | Added |
| Stonebridge Capital Advisors LLC | 37,260 | $9.60M | 0.78% | +2,285+6.5% | Added |
| Leeward Investments, LLC - MA | 36,989 | $9.53M | 0.44% | −9,574−20.6% | Reduced |
| BancorpSouth Bank | 36,388 | $9.38M | 0.65% | +354+1.0% | Added |
| USS Investment Management Ltd | 36,328 | $9.36M | 0.07% | +23+0.1% | Added |
| TCG Advisory Services, LLC | 36,160 | $9.32M | 0.41% | +81+0.2% | Added |
| Twin Tree Management, LP | 35,302 | $9.10M | 0.21% | +25,321+253.7% | Added |
| IFM Investors Pty Ltd | 35,262 | $9.09M | 0.09% | +882+2.6% | Added |
| Appleton Partners Inc | 35,147 | $9.06M | 0.67% | +581+1.7% | Added |
| CCM Investment Advisers LLC | 35,062 | $9.04M | 1.01% | +2,007+6.1% | Added |
| Great Lakes Advisors, LLC | 34,788 | $8.96M | 0.08% | +298+0.9% | Added |
| Retirement Systems of Alabama | 34,631 | $8.92M | 0.03% | −105,663−75.3% | Reduced |
| Avantax Advisory Services, Inc. | 34,556 | $8.90M | 0.06% | +1,095+3.3% | Added |
| Exencial Wealth Advisors, LLC | 34,483 | $8.89M | 0.32% | −33,927−49.6% | Reduced |
| Mariner, LLC | 34,428 | $8.87M | 0.02% | −2,164−5.9% | Reduced |
| Patten & Patten Inc | 34,238 | $8.82M | 0.59% | −775−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,109 | $8.79M | 0.06% | −1,255−3.5% | Reduced |
| GHP Investment Advisors, Inc. | 33,634 | $8.67M | 0.40% | +423+1.3% | Added |
| Narwhal Capital Management | 33,609 | $8.66M | 0.78% | +11,053+49.0% | Added |
| South State Corp. | 33,275 | $8.57M | 0.59% | +1,644+5.2% | Added |
| Mutual of America Capital Management LLC | 33,223 | $8.56M | 0.09% | +100+0.3% | Added |
| DnB Asset Management AS | 33,205 | $8.56M | 0.04% | +1,313+4.1% | Added |
| Scotia Capital Inc. | 33,134 | $8.54M | 0.05% | +547+1.7% | Added |
| Harbour Trust & Investment Management Co | 33,072 | $8.52M | 0.97% | −444−1.3% | Reduced |
| First American Bank | 32,569 | $8.39M | 0.60% | +365+1.1% | Added |
| Moors & Cabot, Inc. | 32,141 | $8.28M | 0.41% | +135+0.4% | Added |
| Ethic Inc. | 30,293 | $8.23M | 0.21% | −147−0.5% | Reduced |
| Czech National Bank | 31,918 | $8.22M | 0.08% | +1,239+4.0% | Added |
| Roffman Miller Associates Inc | 31,892 | $8.22M | 0.50% | +339+1.1% | Added |
| First Trust Advisors LP | 31,668 | $8.16M | 0.01% | −457−1.4% | Reduced |
| CIBC World Markets Inc. | 31,374 | $8.09M | 0.02% | −628−2.0% | Reduced |
| Camden National Bank | 31,112 | $8.02M | 1.15% | −102−0.3% | Reduced |
| Susquehanna International Group, LLP | 31,109 | $8.02M | 0.01% | −10,890−25.9% | Reduced |
| Amalgamated Bank | 30,929 | $7.97M | 0.07% | −1,502−4.6% | Reduced |
| Savoir Faire Capital Management, L.P. | 30,260 | $7.80M | 3.98% | +395+1.3% | Added |
| WealthPlan Investment Management, LLC | 30,160 | $7.77M | 0.79% | +6,867+29.5% | Added |
| Paloma Partners Management Co | 30,000 | $7.73M | 0.41% | +28,612+2,061.4% | Added |
| Pinebridge Investments, L.P. | 29,921 | $7.71M | 0.06% | +29,921 | New |
| 2Xideas AG | 29,815 | $7.68M | 1.04% | −37,624−55.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,991 | $7.47M | 0.72% | +472+1.7% | Added |
| Pacer Advisors, Inc. | 28,882 | $7.44M | 0.02% | +6,938+31.6% | Added |
| NS Partners Ltd | 28,649 | $7.38M | 0.31% | +611+2.2% | Added |
| Abn Amro Investment Solutions | 28,643 | $7.38M | 0.13% | −3,502−10.9% | Reduced |
| Blair William & Co | 28,181 | $7.26M | 0.02% | +1,924+7.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,879 | $7.18M | 0.07% | +27,879 | New |
| Sierra Summit Advisors LLC | 27,853 | $7.18M | 1.65% | +27,853 | New |
| DekaBank Deutsche Girozentrale | 27,800 | $7.13M | 0.01% | −3,198−10.3% | Reduced |
| British Columbia Investment Management Corp | 27,357 | $7.05M | 0.04% | −4,151−13.2% | Reduced |
| Storebrand Asset Management AS | 27,046 | $6.97M | 0.02% | +1,307+5.1% | Added |
| WealthBridge Investment Counsel Inc. | 26,930 | $6.94M | 2.46% | −50−0.2% | Reduced |
| Jump Financial, LLC | 26,491 | $6.83M | 0.14% | +13,830+109.2% | Added |
| Utah Retirement Systems | 26,384 | $6.80M | 0.08% | +100+0.4% | Added |
| First National Trust Co | 26,233 | $6.76M | 0.26% | −98−0.4% | Reduced |
| Ninety One SA (PTY) Ltd | 26,117 | $6.73M | 1.47% | −18,336−41.2% | Reduced |
| First Financial Bank - Trust Division | 25,808 | $6.65M | 0.61% | −854−3.2% | Reduced |
| Gibraltar Capital Management, Inc. | 25,690 | $6.62M | 2.97% | +81+0.3% | Added |
| Oak Ridge Investments LLC | 25,363 | $6.54M | 0.57% | +1,513+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,277 | $6.51M | 0.02% | +3,744+17.4% | Added |
| Peapack Gladstone Financial Corp | 25,189 | $6.49M | 0.09% | −3,591−12.5% | Reduced |
| Investment House LLC | 25,165 | $6.48M | 0.35% | −2,709−9.7% | Reduced |
| MMBG Investment Advisors Co. | 25,036 | $6.45M | 0.67% | +942+3.9% | Added |
| Sanctuary Advisors, LLC | 26,841 | $6.43M | 0.04% | −35,945−57.3% | Reduced |
| Pathstone Holdings, LLC | 24,933 | $6.43M | 0.03% | +1,681+7.2% | Added |
| Financial Counselors Inc | 24,344 | $6.27M | 0.09% | +233+1.0% | Added |
| Patton Albertson Miller Group, LLC | 24,258 | $6.25M | 0.85% | +154+0.6% | Added |
| Kestra Advisory Services, LLC | 24,186 | $6.23M | 0.03% | −904−3.6% | Reduced |