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 |
|---|---|---|---|---|---|
| City Holding Co | 12,910 | $3.33M | 0.46% | −171−1.3% | Reduced |
| Oppenheimer & Co Inc | 12,802 | $3.30M | 0.05% | +3,321+35.0% | Added |
| Souders Financial Advisors | 12,783 | $3.29M | 0.46% | +864+7.2% | Added |
| Pine Valley Investments Ltd Liability Co | 12,732 | $3.28M | 0.23% | −18−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 12,620 | $3.25M | 0.74% | +908+7.8% | Added |
| WealthPLAN Partners, LLC | 12,599 | $3.25M | 0.44% | −4,556−26.6% | Reduced |
| Fayez Sarofim & Co | 12,540 | $3.23M | 0.01% | −500−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,361 | $3.19M | 0.00% | +1,833+17.4% | Added |
| Advisory Services Network, LLC | 12,366 | $3.18M | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 12,238 | $3.15M | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 12,223 | $3.15M | 0.50% | +3,254+36.3% | Added |
| Linscomb & Williams, Inc. | 12,098 | $3.12M | 0.15% | −92−0.8% | Reduced |
| Rafferty Asset Management, LLC | 12,094 | $3.12M | 0.01% | −832−6.4% | Reduced |
| Occidental Asset Management, LLC | 12,071 | $3.11M | 0.50% | +217+1.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 12,000 | $3.09M | 0.03% | −600−4.8% | Reduced |
| Capital Analysts, LLC | 11,876 | $3.06M | 0.12% | +1,421+13.6% | Added |
| Morton Community Bank | 11,842 | $3.05M | 0.80% | −468−3.8% | Reduced |
| HBK Sorce Advisory LLC | 11,831 | $3.05M | 0.09% | +661+5.9% | Added |
| Oak Harvest Investment Services | 11,703 | $3.02M | 0.43% | −1,913−14.0% | Reduced |
| BKD Wealth Advisors, LLC | 11,547 | $2.98M | 0.07% | +217+1.9% | Added |
| Private Trust Co NA | 11,533 | $2.97M | 0.30% | +306+2.7% | Added |
| Davenport & Co LLC | 11,518 | $2.97M | 0.02% | −290−2.5% | Reduced |
| Vista Investment Management | 11,395 | $2.94M | 1.11% | −104−0.9% | Reduced |
| UniSuper Management Pty Ltd | 11,170 | $2.88M | 0.02% | +727+7.0% | Added |
| Candriam Luxembourg S.C.A. | 10,949 | $2.82M | 0.02% | +1,170+12.0% | Added |
| Kentucky Retirement Systems | 10,916 | $2.81M | 0.08% | −1,216−10.0% | Reduced |
| SWS Partners | 10,742 | $2.77M | 0.88% | −4,632−30.1% | Reduced |
| Atlantic Union Bankshares Corp | 10,718 | $2.76M | 0.16% | −1,750−14.0% | Reduced |
| WD Rutherford LLC | 10,698 | $2.76M | 1.35% | +172+1.6% | Added |
| Koa Wealth Management, LLC | 10,672 | $2.75M | 2.12% | +411+4.0% | Added |
| Ar Asset Management Inc | 10,550 | $2.72M | 0.60% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 10,497 | $2.70M | 1.42% | −21−0.2% | Reduced |
| Level Four Advisory Services, LLC | 11,618 | $2.70M | 0.11% | +614+5.6% | Added |
| Integrated Wealth Concepts LLC | 10,351 | $2.67M | 0.03% | −257−2.4% | Reduced |
| Keybank National Association | 10,231 | $2.64M | 0.01% | −420−3.9% | Reduced |
| Belpointe Asset Management LLC | 10,226 | $2.64M | 0.16% | −342−3.2% | Reduced |
| Empowered Funds, LLC | 10,184 | $2.62M | 0.04% | +7,752+318.8% | Added |
| Mizuho Securities USA LLC | 10,160 | $2.62M | 0.06% | −2,249−18.1% | Reduced |
| J. Safra Sarasin Holding AG | 10,137 | $2.61M | 0.05% | −318−3.0% | Reduced |
| Camden Capital, LLC | 10,092 | $2.60M | 0.28% | −6−0.1% | Reduced |
| Tower Bridge Advisors | 10,042 | $2.59M | 0.27% | −119−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 10,031 | $2.58M | 0.36% | +3,281+48.6% | Added |
| Robeco Institutional Asset Management B.V. | 9,995 | $2.58M | 0.01% | +237+2.4% | Added |
| TBH Global Asset Management, LLC | 9,938 | $2.56M | 0.56% | +83+0.8% | Added |
| Northcape Wealth Management, LLC | 9,921 | $2.56M | 0.84% | +123+1.3% | Added |
| Hartford Investment Management Co | 9,857 | $2.54M | 0.08% | −458−4.4% | Reduced |
| Joho Capital LLC | 9,815 | $2.53M | 0.40% | −2,300−19.0% | Reduced |
| Sirios Capital Management L P | 9,664 | $2.49M | 0.44% | −1,682−14.8% | Reduced |
| JustInvest LLC | 9,498 | $2.45M | 0.04% | −1,177−11.0% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.40M | 0.57% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 9,216 | $2.37M | 0.27% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,106 | $2.35M | 0.03% | −373−3.9% | Reduced |
| Maryland State Retirement & Pension System | 9,093 | $2.34M | 0.05% | −3,548−28.1% | Reduced |
| Walleye Trading LLC | 9,055 | $2.33M | 0.06% | −5,743−38.8% | Reduced |
| Rakuten Investment Management, Inc. | 9,012 | $2.33M | 0.01% | +2,108+30.5% | Added |
| Perigon Wealth Management, LLC | 8,997 | $2.32M | 0.06% | +88+1.0% | Added |
| Baldwin Investment Management, LLC | 8,870 | $2.29M | 0.29% | −1,249−12.3% | Reduced |
| Bangor Savings Bank | 8,868 | $2.29M | 0.22% | −143−1.6% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $2.27M | 0.04% | −300−3.3% | Reduced |
| Cobblestone Capital Advisors LLC | 8,785 | $2.26M | 0.13% | +330+3.9% | Added |
| HCR Wealth Advisors | 8,751 | $2.26M | 0.30% | +117+1.4% | Added |
| Banque Pictet & Cie SA | 8,750 | $2.25M | 0.02% | +100+1.2% | Added |
| Dynamic Advisor Solutions LLC | 8,714 | $2.25M | 0.07% | −376−4.1% | Reduced |
| Securian Asset Management, Inc | 8,665 | $2.23M | 0.06% | −548−5.9% | Reduced |
| DoubleLine ETF Adviser LP | 8,649 | $2.23M | 0.54% | +2,155+33.2% | Added |
| Round Rock Advisors, LLC | 8,626 | $2.22M | 0.52% | −85−1.0% | Reduced |
| Vontobel Holding Ltd. | 8,606 | $2.22M | 0.01% | +120+1.4% | Added |
| Dohj, LLC | 8,670 | $2.22M | 0.52% | +1,037+13.6% | Added |
| Toroso Investments, LLC | 8,540 | $2.20M | 0.02% | −5,052−37.2% | Reduced |
| MAI Capital Management | 8,512 | $2.19M | 0.02% | −676−7.4% | Reduced |
| NewEdge Wealth, LLC | 8,381 | $2.16M | 0.04% | +5,360+177.4% | Added |
| Fernwood Investment Management, LLC | 8,329 | $2.15M | 0.70% | −200−2.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,275 | $2.13M | 0.05% | +8,275 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 6,947 | $2.12M | 0.01% | −394−5.4% | Reduced |
| TRUE Private Wealth Advisors | 8,182 | $2.11M | 0.25% | +8,182 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,081 | $2.08M | 0.80% | +1,445+21.8% | Added |
| Argent Trust Co | 8,068 | $2.08M | 0.09% | −1,527−15.9% | Reduced |
| Citizens National Bank Trust Department | 8,027 | $2.07M | 0.44% | +510+6.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,008 | $2.06M | 1.33% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,944 | $2.05M | 0.03% | +2,928+58.4% | Added |
| Carnegie Capital Asset Management, LLC | 7,941 | $2.05M | 0.06% | −495−5.9% | Reduced |
| New Mexico Educational Retirement Board | 7,921 | $2.04M | 0.07% | −200−2.5% | Reduced |
| Jones Financial Companies LLLP | 7,834 | $2.02M | 0.00% | +4,460+132.2% | Added |
| Triangle Securities Wealth Management | 7,851 | $2.02M | 0.52% | +131+1.7% | Added |
| Dynamic Technology Lab Private Ltd | 7,852 | $2.02M | 0.21% | +2,111+36.8% | Added |
| Archon Partners LLC | 7,825 | $2.02M | 0.23% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,757 | $2.00M | 0.02% | +644+9.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,724 | $1.99M | 0.43% | +2,076+36.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.97M | 0.05% | −3,000−28.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 7,562 | $1.95M | 2.05% | −7−0.1% | Reduced |
| IFP Advisors, Inc | 7,527 | $1.94M | 0.07% | −271−3.5% | Reduced |
| Northstar Asset Management LLC | 7,493 | $1.93M | 0.44% | −200−2.6% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.93M | 0.86% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,473 | $1.93M | 0.36% | +238+3.3% | Added |
| Swiss Life Asset Management Ltd | 7,479 | $1.93M | 0.02% | −1,227−14.1% | Reduced |
| Pinnacle Financial Partners Inc | 7,381 | $1.90M | 0.04% | +169+2.3% | Added |
| Thrivent Financial for Lutherans | 7,341 | $1.89M | 0.00% | +845+13.0% | Added |
| Silvercrest Asset Management Group LLC | 7,320 | $1.89M | 0.01% | −27−0.4% | Reduced |
| Moody National Bank Trust Division | 7,307 | $1.88M | 0.20% | +396+5.7% | Added |
| Allworth Financial LP | 7,298 | $1.88M | 0.01% | +20+0.3% | Added |