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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 7,283 | $1.88M | 0.70% | −15,244−67.7% | Reduced |
| Umb Bank N A | 7,265 | $1.87M | 0.03% | +381+5.5% | Added |
| AXS Investments LLC | 7,150 | $1.84M | 0.49% | +7,150 | New |
| Marco Investment Management LLC | 7,146 | $1.84M | 0.16% | −5−0.1% | Reduced |
| Plato Investment Management Ltd | 7,137 | $1.84M | 0.15% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,121 | $1.84M | 0.05% | +5,299+290.8% | Added |
| Pitcairn Co | 7,052 | $1.82M | 0.11% | +1,901+36.9% | Added |
| O'Shaughnessy Asset Management, LLC | 7,386 | $1.81M | 0.02% | −822−10.0% | Reduced |
| Oppenheimer Asset Management Inc. | 7,033 | $1.81M | 0.02% | −534−7.1% | Reduced |
| TriaGen Wealth Management LLC | 7,022 | $1.81M | 0.61% | −36−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 7,006 | $1.81M | 0.02% | −1,186−14.5% | Reduced |
| National Asset Management, Inc. | 7,177 | $1.80M | 0.05% | −932−11.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,923 | $1.78M | 0.24% | −8−0.1% | Reduced |
| Radnor Capital Management, LLC | 6,919 | $1.78M | 0.26% | +240+3.6% | Added |
| Avantax Planning Partners, Inc. | 6,900 | $1.78M | 0.06% | +271+4.1% | Added |
| HM Payson & Co | 6,851 | $1.77M | 0.03% | +258+3.9% | Added |
| Cross Staff Investments Inc | 6,799 | $1.75M | 1.35% | +10.0% | Added |
| B&L Asset Management LLC | 6,782 | $1.75M | 1.11% | +6,782 | New |
| RSM US Wealth Management LLC | 6,734 | $1.74M | 0.03% | +473+7.6% | Added |
| Allianz SE | 6,717 | $1.73M | 0.05% | −300−4.3% | Reduced |
| Principal Securities, Inc. | 6,696 | $1.73M | 0.04% | +2,536+61.0% | Added |
| BTG Pactual Asset Management US LLC | 6,658 | $1.72M | 0.25% | +959+16.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,650 | $1.71M | 0.91% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,638 | $1.71M | 0.03% | +6+0.1% | Added |
| GWM Advisors LLC | 6,617 | $1.71M | 0.01% | −693−9.5% | Reduced |
| Infusive Asset Management Inc. | 6,609 | $1.70M | 0.72% | −8,650−56.7% | Reduced |
| Plimoth Trust Co LLC | 6,599 | $1.70M | 0.43% | +1,252+23.4% | Added |
| Intech Investment Management LLC | 6,509 | $1.68M | 0.02% | −3,298−33.6% | Reduced |
| Zevenbergen Capital Investments LLC | 6,460 | $1.66M | 0.03% | −200−3.0% | Reduced |
| Norinchukin Bank, The | 6,408 | $1.65M | 0.04% | +738+13.0% | Added |
| Xcel Wealth Management, LLC | 6,396 | $1.65M | 0.48% | −1,580−19.8% | Reduced |
| TD Private Client Wealth LLC | 6,385 | $1.65M | 0.05% | +1,439+29.1% | Added |
| Altshuler Shaham Ltd | 6,362 | $1.64M | 0.10% | +4,028+172.6% | Added |
| Man Group plc | 6,347 | $1.64M | 0.00% | +6,347 | New |
| Secure Asset Management, LLC | 6,344 | $1.63M | 0.28% | +1,022+19.2% | Added |
| Entropy Technologies, LP | 6,337 | $1.63M | 0.17% | +6,337 | New |
| Credit Agricole S A | 6,282 | $1.62M | 0.01% | −305−4.6% | Reduced |
| Benedict Financial Advisors Inc | 6,268 | $1.62M | 0.38% | +258+4.3% | Added |
| Jacobi Capital Management LLC | 6,252 | $1.61M | 0.12% | +401+6.9% | Added |
| Webster Bank, N. A. | 6,235 | $1.61M | 0.17% | −402−6.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,192 | $1.60M | 0.03% | +2,973+92.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,178 | $1.59M | 0.02% | −80−1.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,166 | $1.59M | 0.14% | −50−0.8% | Reduced |
| Palisade Capital Management LLC | 6,050 | $1.56M | 0.04% | −50−0.8% | Reduced |
| Stableford Capital II LLC | 6,465 | $1.56M | 0.62% | −20.0% | Reduced |
| TownSquare Capital, LLC | 6,042 | $1.56M | 0.02% | −4,070−40.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,025 | $1.55M | 0.04% | −17−0.3% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.55M | 0.16% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,996 | $1.55M | 0.28% | +5,996 | New |
| Highview Capital Management LLC | 5,981 | $1.54M | 0.63% | +160+2.7% | Added |
| Redwood Investments, LLC | 5,955 | $1.53M | 0.46% | −502−7.8% | Reduced |
| Illinois Municipal Retirement Fund | 5,929 | $1.53M | 0.02% | −2,820−32.2% | Reduced |
| Sigma Planning Corp | 5,915 | $1.52M | 0.05% | −244−4.0% | Reduced |
| Venture Visionary Partners LLC | 5,911 | $1.52M | 0.07% | +785+15.3% | Added |
| Public Sector Pension Investment Board | 5,904 | $1.52M | 0.01% | +200+3.5% | Added |
| Valley National Advisers Inc | 5,883 | $1.51M | 0.27% | −5,728−49.3% | Reduced |
| Cim Investment Mangement Inc | 5,868 | $1.51M | 0.45% | −117−2.0% | Reduced |
| Platform Technology Partners | 5,847 | $1.51M | 0.47% | −35−0.6% | Reduced |
| Brown Advisory Inc | 5,831 | $1.50M | 0.00% | +365+6.7% | Added |
| Ameritas Advisory Services, LLC | 5,794 | $1.49M | 0.06% | −568−8.9% | Reduced |
| Alaethes Wealth LLC | 5,769 | $1.49M | 0.55% | +957+19.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,761 | $1.48M | 0.01% | +21+0.4% | Added |
| McDonald Partners LLC | 5,712 | $1.47M | 0.37% | +275+5.1% | Added |
| Omers Administration Corp | 5,706 | $1.47M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,697 | $1.47M | 0.01% | −10.0% | Reduced |
| HighPoint Advisor Group LLC | 5,649 | $1.46M | 0.08% | −3,785−40.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,640 | $1.45M | 0.03% | −5,178−47.9% | Reduced |
| Aberdeen Wealth Management LLC | 5,590 | $1.44M | 0.95% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,570 | $1.44M | 0.04% | +46+0.8% | Added |
| Marion Wealth Management | 5,554 | $1.43M | 0.38% | +289+5.5% | Added |
| Daymark Wealth Partners, LLC | 5,536 | $1.43M | 0.06% | +719+14.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,511 | $1.42M | 0.49% | +156+2.9% | Added |
| Barden Capital Management, Inc. | 5,502 | $1.42M | 1.25% | +583+11.9% | Added |
| XTX Topco Ltd | 5,486 | $1.41M | 0.10% | −3,550−39.3% | Reduced |
| Fairbanks Capital Management, Inc. | 5,465 | $1.41M | 0.88% | +298+5.8% | Added |
| Investment Management Corp of Ontario | 5,455 | $1.41M | 0.03% | +1,700+45.3% | Added |
| Mirador Capital Partners LP | 5,429 | $1.40M | 0.25% | +308+6.0% | Added |
| Ascent Wealth Partners, LLC | 5,423 | $1.40M | 0.19% | −246−4.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,421 | $1.40M | 0.69% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,420 | $1.40M | 0.15% | +2,686+98.2% | Added |
| Stablepoint Partners, LLC | 5,355 | $1.38M | 0.25% | +300+5.9% | Added |
| Kingsview Wealth Management, LLC | 5,338 | $1.38M | 0.03% | −243−4.4% | Reduced |
| Garner Asset Management Corp | 5,336 | $1.38M | 0.63% | +226+4.4% | Added |
| Brinker Capital Investments, LLC | 5,290 | $1.36M | 0.01% | +37+0.7% | Added |
| Orion Portfolio Solutions, LLC | 5,290 | $1.36M | 0.01% | +37+0.7% | Added |
| GTS Securities LLC | 5,289 | $1.36M | 0.03% | +4,458+536.5% | Added |
| Tower Research Capital LLC (TRC) | 5,274 | $1.36M | 0.04% | −8,301−61.1% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $1.36M | 0.15% | 00.0% | Unchanged |
| Trust Investment Advisors | 5,252 | $1.35M | 0.86% | −50−0.9% | Reduced |
| Fiduciary Trust Co | 5,231 | $1.35M | 0.02% | +123+2.4% | Added |
| Pflug Koory, LLC | 5,218 | $1.34M | 0.66% | +5,218 | New |
| Lipe & Dalton | 5,209 | $1.34M | 0.68% | −74−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 5,200 | $1.34M | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,184 | $1.34M | 0.06% | −46−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 5,157 | $1.33M | 0.21% | −89−1.7% | Reduced |
| GAMMA Investing LLC | 5,149 | $1.33M | 0.13% | −190−3.6% | Reduced |
| Choate Investment Advisors | 5,113 | $1.32M | 0.03% | +62+1.2% | Added |
| Cornerstone Advisors, LLC | 5,100 | $1.31M | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 5,075 | $1.31M | 0.20% | +270+5.6% | Added |
| Kennedy Investment Group | 5,093 | $1.31M | 0.60% | −62−1.2% | Reduced |