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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 25,130 | $6.17M | 0.04% | +25,130 | New |
| Spirepoint Private Client, LLC | 23,951 | $6.17M | 0.82% | +30.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 23,873 | $6.15M | 1.47% | +523+2.2% | Added |
| HGK Asset Management Inc | 23,764 | $6.12M | 1.14% | +2,091+9.6% | Added |
| Ostrum Asset Management | 23,719 | $6.11M | 0.51% | +7,876+49.7% | Added |
| CIBC Asset Management Inc | 23,676 | $6.10M | 0.02% | +1,366+6.1% | Added |
| Mercer Global Advisors Inc | 23,560 | $6.07M | 0.01% | +1,605+7.3% | Added |
| Trexquant Investment LP | 23,545 | $6.07M | 0.08% | +23,545 | New |
| Salem Investment Counselors Inc | 23,178 | $5.97M | 0.18% | −4,638−16.7% | Reduced |
| Pacific Global Investment Management CO | 23,081 | $5.95M | 1.07% | −939−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,804 | $5.88M | 0.02% | +73+0.3% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 22,792 | $5.87M | 1.43% | +7,403+48.1% | Added |
| Public Employees Retirement Association of Colorado | 22,686 | $5.85M | 0.02% | −18−0.1% | Reduced |
| Atria Investments LLC | 22,683 | $5.85M | 0.07% | −4,123−15.4% | Reduced |
| Assetmark, Inc | 22,609 | $5.83M | 0.02% | +4,531+25.1% | Added |
| Group One Trading, L.P. | 22,211 | $5.72M | 0.23% | +21,347+2,470.7% | Added |
| Edmond de Rothschild Holding S.A. | 22,200 | $5.72M | 0.09% | −994−4.3% | Reduced |
| Liberty Capital Management, Inc. | 22,162 | $5.71M | 1.26% | +110.0% | Added |
| Xponance, Inc. | 22,000 | $5.67M | 0.05% | +143+0.7% | Added |
| ProShare Advisors LLC | 21,405 | $5.52M | 0.01% | −2,081−8.9% | Reduced |
| Gabelli Funds LLC | 21,400 | $5.51M | 0.04% | −3,800−15.1% | Reduced |
| Trust Co of Vermont | 21,355 | $5.50M | 0.28% | −157−0.7% | Reduced |
| Addison Capital Co | 21,234 | $5.47M | 2.21% | −145−0.7% | Reduced |
| Lazard Asset Management LLC | 21,075 | $5.43M | 0.01% | −58,699−73.6% | Reduced |
| Legacy Private Trust Co. | 20,936 | $5.39M | 0.36% | −1,031−4.7% | Reduced |
| New York Life Investment Management LLC | 20,893 | $5.38M | 0.05% | −1,270−5.7% | Reduced |
| Great Valley Advisor Group, Inc. | 20,745 | $5.35M | 0.13% | +1,489+7.7% | Added |
| Yousif Capital Management, LLC | 20,676 | $5.33M | 0.06% | −523−2.5% | Reduced |
| RNC Capital Management LLC | 20,530 | $5.28M | 0.29% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 20,495 | $5.28M | 0.09% | +14,813+260.7% | Added |
| Natixis | 20,436 | $5.27M | 0.03% | +15,269+295.5% | Added |
| Bank of Nova Scotia | 20,403 | $5.26M | 0.01% | +3,467+20.5% | Added |
| Nissay Asset Management Corp | 20,100 | $5.18M | 0.03% | −523−2.5% | Reduced |
| Coldstream Capital Management Inc | 19,846 | $5.11M | 0.11% | +3,240+19.5% | Added |
| Daiwa Securities Group Inc. | 19,678 | $5.07M | 0.02% | +1,854+10.4% | Added |
| Blue Zone Wealth Advisors, LLC | 19,666 | $5.07M | 1.58% | +196+1.0% | Added |
| River Wealth Advisors LLC | 19,368 | $4.99M | 0.67% | +166+0.9% | Added |
| Colony Group, LLC | 19,231 | $4.96M | 0.02% | −93,759−83.0% | Reduced |
| Kestra Private Wealth Services, LLC | 19,224 | $4.95M | 0.09% | +147+0.8% | Added |
| Resources Management Corp | 19,096 | $4.92M | 0.66% | +561+3.0% | Added |
| FORA Capital, LLC | 18,929 | $4.88M | 0.57% | +14,863+365.5% | Added |
| Allianz Asset Management GmbH | 18,794 | $4.84M | 0.01% | +6,218+49.4% | Added |
| Snowden Capital Advisors LLC | 18,765 | $4.84M | 0.14% | +476+2.6% | Added |
| Toth Financial Advisory Corp | 18,760 | $4.83M | 0.57% | +305+1.7% | Added |
| Bokf, NA | 19,806 | $4.83M | 0.09% | −472−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,681 | $4.81M | 0.07% | −1,435−7.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,665 | $4.81M | 0.07% | −135−0.7% | Reduced |
| Peddock Capital Advisors, LLC | 18,476 | $4.76M | 1.14% | +197+1.1% | Added |
| Lee Danner & Bass Inc | 18,430 | $4.75M | 0.33% | +805+4.6% | Added |
| Intact Investment Management Inc. | 18,410 | $4.74M | 0.16% | +14,500+370.8% | Added |
| Banque Cantonale Vaudoise | 18,259 | $4.71M | 0.19% | +13,379+274.2% | Added |
| State of Alaska, Department of Revenue | 18,201 | $4.69M | 0.05% | +695+4.0% | Added |
| Captrust Financial Advisors | 17,676 | $4.56M | 0.01% | −773−4.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,652 | $4.55M | 0.01% | −7,503−29.8% | Reduced |
| St Germain D J Co Inc | 17,582 | $4.53M | 0.21% | −91−0.5% | Reduced |
| Oak Asset Management, LLC | 17,540 | $4.52M | 1.60% | +498+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,416 | $4.49M | 0.01% | +4,087+30.7% | Added |
| Bailard, Inc. | 17,363 | $4.47M | 0.12% | −1,964−10.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 17,351 | $4.47M | 0.84% | +386+2.3% | Added |
| First Manhattan Co | 17,194 | $4.43M | 0.01% | +313+1.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,116 | $4.41M | 0.05% | +317+1.9% | Added |
| Groupama Asset Managment | 21,256 | $4.40M | 0.11% | −305−1.4% | Reduced |
| Parallel Advisors, LLC | 17,037 | $4.39M | 0.10% | −510−2.9% | Reduced |
| Ossiam | 17,000 | $4.38M | 0.08% | +11,228+194.5% | Added |
| Aviance Capital Partners, LLC | 16,834 | $4.34M | 0.57% | +221+1.3% | Added |
| Mediolanum International Funds Ltd | 16,782 | $4.33M | 0.06% | −12,908−43.5% | Reduced |
| Alpha Omega Wealth Management LLC | 16,556 | $4.27M | 0.78% | −504−3.0% | Reduced |
| Kavar Capital Partners Group, LLC | 16,423 | $4.23M | 0.67% | +60.0% | Added |
| Fulton Bank, N.A. | 16,286 | $4.20M | 0.16% | −411−2.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,168 | $4.17M | 1.07% | −95−0.6% | Reduced |
| Capital International Sarl | 16,120 | $4.15M | 0.11% | −328−2.0% | Reduced |
| Cox Capital Mgt LLC | 16,119 | $4.15M | 2.48% | −221−1.4% | Reduced |
| Hedeker Wealth, LLC | 16,026 | $4.13M | 1.09% | +255+1.6% | Added |
| Shelton Capital Management | 16,001 | $4.12M | 0.11% | −55−0.3% | Reduced |
| Sandy Spring Bank | 15,991 | $4.12M | 0.17% | −884−5.2% | Reduced |
| Cresset Asset Management, LLC | 15,835 | $4.08M | 0.02% | −100−0.6% | Reduced |
| Brookstone Capital Management | 15,734 | $4.05M | 0.06% | +1,061+7.2% | Added |
| Simplex Trading, LLC | 15,482 | $3.99M | 0.13% | −8,125−34.4% | Reduced |
| Burney Co | 15,371 | $3.96M | 0.14% | +127+0.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,209 | $3.92M | 0.13% | +6,998+85.2% | Added |
| Sterling Capital Management LLC | 15,182 | $3.91M | 0.05% | +15,182 | New |
| Freemont Management S.A. | 15,000 | $3.90M | 2.04% | +6,000+66.7% | Added |
| Private Advisor Group, LLC | 14,991 | $3.86M | 0.02% | −1,250−7.7% | Reduced |
| Pinnacle Associates Ltd | 15,849 | $3.83M | 0.07% | −8,641−35.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,861 | $3.83M | 0.04% | +62+0.4% | Added |
| Elo Mutual Pension Insurance Co | 14,474 | $3.73M | 0.08% | +267+1.9% | Added |
| Valeo Financial Advisors, LLC | 14,453 | $3.72M | 0.11% | −1,395−8.8% | Reduced |
| CIBC Private Wealth Group, LLC | 14,364 | $3.70M | 0.01% | +828+6.1% | Added |
| Aureus Asset Management, LLC | 14,251 | $3.67M | 0.24% | −722−4.8% | Reduced |
| Citizens Business Bank | 14,176 | $3.65M | 0.74% | −517−3.5% | Reduced |
| Central Trust Co | 14,039 | $3.62M | 0.08% | −4,668−25.0% | Reduced |
| Beacon Pointe Advisors, LLC | 13,942 | $3.59M | 0.04% | −871−5.9% | Reduced |
| Cypress Asset Management Inc | 13,875 | $3.58M | 0.89% | −371−2.6% | Reduced |
| First National Bank of Omaha | 13,859 | $3.57M | 0.23% | +2,334+20.3% | Added |
| Soros Capital Management LLC | 13,650 | $3.52M | 0.85% | +2,517+22.6% | Added |
| Oregon Public Employees Retirement Fund | 13,441 | $3.46M | 0.06% | −390−2.8% | Reduced |
| Robbins Farley LLC | 13,278 | $3.42M | 1.72% | +311+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 13,009 | $3.35M | 0.02% | +261+2.0% | Added |
| EULAV Asset Management | 13,000 | $3.35M | 0.08% | −1,000−7.1% | Reduced |
| Executive Wealth Management, LLC | 12,985 | $3.35M | 0.26% | +2,060+18.9% | Added |