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 |
|---|---|---|---|---|---|
| CWM, LLC | 5,065 | $1.30M | 0.01% | −61−1.2% | Reduced |
| Fortis Capital Advisors, LLC | 5,040 | $1.30M | 0.43% | −288−5.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,966 | $1.28M | 0.03% | −158−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,961 | $1.28M | 0.01% | +573+13.1% | Added |
| Western Wealth Management, LLC | 4,937 | $1.27M | 0.07% | +3,791+330.8% | Added |
| Kingswood Wealth Advisors, LLC | 4,935 | $1.27M | 0.09% | −219−4.2% | Reduced |
| Delta Financial Advisors LLC | 4,933 | $1.27M | 0.46% | +171+3.6% | Added |
| Siemens Fonds Invest GmbH | 4,929 | $1.27M | 0.10% | −328−6.2% | Reduced |
| Mirabella Financial Services LLP | 4,872 | $1.26M | 0.07% | +4,872 | New |
| Wealthcare Advisory Partners LLC | 4,859 | $1.25M | 0.04% | +266+5.8% | Added |
| NEOS Investment Management LLC | 4,836 | $1.25M | 0.04% | +812+20.2% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.24M | 1.53% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,202 | $1.23M | 0.30% | +107+2.1% | Added |
| American National Bank | 4,765 | $1.23M | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,763 | $1.23M | 0.02% | +3,209+206.5% | Added |
| Synovus Financial Corp | 4,740 | $1.22M | 0.01% | −596−11.2% | Reduced |
| Eads & Heald Wealth Management | 4,690 | $1.21M | 0.57% | −44−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,639 | $1.20M | 0.08% | −554−10.7% | Reduced |
| Neumann Capital Management, LLC | 4,637 | $1.19M | 0.40% | +80+1.8% | Added |
| Mattson Financial Services, LLC | 4,644 | $1.19M | 0.43% | −33−0.7% | Reduced |
| Byrne Asset Management LLC | 4,623 | $1.19M | 0.81% | −11−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,600 | $1.19M | 0.02% | +3,236+237.2% | Added |
| Gilbert & Cook, Inc. | 4,560 | $1.18M | 0.16% | −123−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,546 | $1.17M | 0.02% | −374−7.6% | Reduced |
| 17 Capital Partners, LLC | 4,535 | $1.17M | 0.76% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,495 | $1.16M | 0.01% | −447−9.0% | Reduced |
| Crescent Sterling, Ltd. | 4,488 | $1.16M | 1.10% | +35+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,435 | $1.14M | 0.02% | +339+8.3% | Added |
| Pictet & Cie (Europe) SA | 4,363 | $1.12M | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,652 | $1.12M | 0.06% | +1,075+30.1% | Added |
| Park Avenue Securities LLC | 4,362 | $1.12M | 0.01% | +824+23.3% | Added |
| Signal Advisors Wealth, LLC | 4,359 | $1.12M | 0.16% | +4,359 | New |
| Meeder Advisory Services, Inc. | 4,282 | $1.10M | 0.07% | −530−11.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,265 | $1.10M | 0.07% | −65−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 4,239 | $1.09M | 0.23% | +126+3.1% | Added |
| HB Wealth Management, LLC | 4,234 | $1.09M | 0.01% | +1,569+58.9% | Added |
| Tokio Marine Asset Management Co Ltd | 4,205 | $1.08M | 0.05% | +52+1.3% | Added |
| Magnolia Capital Management Ltd | 4,180 | $1.08M | 0.86% | +235+6.0% | Added |
| Aviso Financial Inc. | 4,172 | $1.08M | 0.05% | +231+5.9% | Added |
| Kings Path Partners LLC | 4,151 | $1.07M | 0.45% | +1,435+52.8% | Added |
| Schear Investment Advisers, LLC | 4,141 | $1.07M | 0.66% | +444+12.0% | Added |
| Trivant Custom Portfolio Group, LLC | 4,135 | $1.07M | 0.61% | −5,665−57.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 4,132 | $1.06M | 0.32% | +95+2.4% | Added |
| Seven Eight Capital, LP | 4,128 | $1.06M | 0.10% | +4,128 | New |
| Emerald Advisers, LLC | 4,109 | $1.06M | 0.04% | −42−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,068 | $1.05M | 0.04% | −920−18.4% | Reduced |
| La Banque Postale Asset Management SA | 4,060 | $1.05M | 0.02% | −214−5.0% | Reduced |
| Hantz Financial Services, Inc. | 4,059 | $1.05M | 0.02% | +8+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 4,033 | $1.04M | 0.22% | +4,033 | New |
| Ally Financial Inc. | 4,000 | $1.03M | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4,000 | $1.03M | 0.44% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,997 | $1.03M | 0.03% | −2−0.1% | Reduced |
| Burns J W & Co Inc | 3,988 | $1.03M | 0.13% | −115−2.8% | Reduced |
| Essex Financial Services, Inc. | 4,225 | $1.02M | 0.07% | −338−7.4% | Reduced |
| U S Global Investors Inc | 3,940 | $1.02M | 0.10% | −3,000−43.2% | Reduced |
| Prospera Financial Services Inc | 3,919 | $1.01M | 0.03% | +1,168+42.5% | Added |
| Glenmede Trust Co NA | 3,908 | $1.01M | 0.00% | +554+16.5% | Added |
| Wolverine Trading, LLC | 3,880 | $1.00M | 0.03% | −9,254−70.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,865 | $996.0K | 0.23% | −160−4.0% | Reduced |
| Dover Advisors, LLC | 3,844 | $990.6K | 0.56% | +307+8.7% | Added |
| Kovack Advisors, Inc. | 3,830 | $987.0K | 0.10% | +1,312+52.1% | Added |
| nVerses Capital, LLC | 3,800 | $979.2K | 0.45% | +900+31.0% | Added |
| Portman Square Capital LLP | 3,797 | $978.4K | 0.32% | +336+9.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,788 | $976.1K | 0.04% | +20+0.5% | Added |
| First Hawaiian Bank | 3,782 | $974.6K | 0.03% | −37−1.0% | Reduced |
| Tompkins Financial Corp | 3,740 | $963.8K | 0.09% | +1,320+54.5% | Added |
| Vinva Investment Management Ltd | 3,725 | $962.5K | 0.04% | −2,905−43.8% | Reduced |
| Neo Ivy Capital Management | 3,722 | $960.0K | 0.31% | +598+19.1% | Added |
| Leo Wealth, LLC | 3,724 | $959.5K | 0.09% | +500+15.5% | Added |
| AXA S.A. | 3,697 | $952.7K | 0.00% | +1,551+72.3% | Added |
| Tranquility Partners, LLC | 3,681 | $948.6K | 0.34% | −80−2.1% | Reduced |
| Piscataqua Savings Bank | 3,679 | $948.0K | 0.81% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,670 | $945.9K | 0.03% | +28+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 3,623 | $933.6K | 0.06% | +33+0.9% | Added |
| Rehmann Capital Advisory Group | 3,478 | $928.2K | 0.06% | +3,478 | New |
| Martingale Asset Management L P | 3,600 | $927.7K | 0.02% | −1,800−33.3% | Reduced |
| Synergy Financial Management, LLC | 3,578 | $922.0K | 0.14% | +251+7.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,572 | $920.5K | 0.03% | −608−14.5% | Reduced |
| Raymond James Trust N.A. | 3,567 | $919.2K | 0.02% | +869+32.2% | Added |
| Bahl & Gaynor Inc | 3,546 | $913.8K | 0.00% | −589−14.2% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $913.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,542 | $912.7K | 0.02% | −16−0.4% | Reduced |
| FLC Capital Advisors | 3,538 | $911.7K | 0.21% | +3,538 | New |
| Prentice Wealth Management LLC | 3,504 | $902.9K | 0.27% | −49−1.4% | Reduced |
| Capital Management Associates | 3,500 | $901.9K | 1.00% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,495 | $900.6K | 0.56% | −200−5.4% | Reduced |
| MQS Management LLC | 3,487 | $898.6K | 0.50% | +3,487 | New |
| Tectonic Advisors LLC | 3,480 | $896.7K | 0.06% | +64+1.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $889.0K | 0.56% | 00.0% | Unchanged |
| BNP Paribas | 3,408 | $878.2K | 0.04% | −84−2.4% | Reduced |
| Jupiter Wealth Management LLC | 3,408 | $878.2K | 0.45% | +1,158+51.5% | Added |
| Independence Bank of Kentucky | 3,400 | $876.1K | 0.19% | +961+39.4% | Added |
| Cooper Financial Group | 3,394 | $874.7K | 0.11% | −45−1.3% | Reduced |
| ELCO Management Co., LLC | 3,390 | $873.6K | 0.47% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,382 | $871.5K | 0.03% | +56+1.7% | Added |
| Qtron Investments LLC | 3,363 | $866.6K | 0.12% | 00.0% | Unchanged |
| Coastline Trust Co | 3,350 | $863.3K | 0.10% | −3,390−50.3% | Reduced |
| Ancora Advisors, LLC | 3,350 | $863.1K | 0.02% | −1,589−32.2% | Reduced |
| SFMG, LLC | 3,346 | $862.1K | 0.07% | +3+0.1% | Added |
| Thoroughbred Financial Services, LLC | 3,324 | $856.0K | 0.06% | −56−1.7% | Reduced |