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 |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 3,307 | $852.2K | 0.30% | −10.0% | Reduced |
| Veriti Management LLC | 3,292 | $848.3K | 0.05% | −373−10.2% | Reduced |
| Parsons Capital Management Inc | 3,282 | $845.7K | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,275 | $843.8K | 0.01% | −76−2.3% | Reduced |
| Oder Investment Management, LLC | 3,268 | $842.2K | 0.72% | +222+7.3% | Added |
| Congress Wealth Management LLC | 3,254 | $838.5K | 0.01% | +3,254 | New |
| Bessemer Group Inc | 3,252 | $838.0K | 0.00% | −1,705−34.4% | Reduced |
| Laraway Financial Inc | 3,240 | $834.9K | 0.67% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,233 | $833.0K | 0.06% | +736+29.5% | Added |
| Harbor Investment Advisory, LLC | 3,230 | $832.3K | 0.08% | −509−13.6% | Reduced |
| TLWM | 3,205 | $825.9K | 0.17% | −36−1.1% | Reduced |
| Savant Capital, LLC | 3,203 | $825.5K | 0.01% | +1,675+109.6% | Added |
| Wellington Shields Capital Management, LLC | 3,175 | $818.2K | 0.14% | −620−16.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $814.6K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 3,161 | $814.6K | 0.01% | +3,161 | New |
| Copperwynd Financial, LLC | 3,138 | $808.7K | 0.24% | +80+2.6% | Added |
| Wealthfront Advisers LLC | 3,103 | $799.6K | 0.00% | −308−9.0% | Reduced |
| Independent Advisor Alliance | 3,097 | $798.1K | 0.03% | −76−2.4% | Reduced |
| Haverford Trust Co | 3,097 | $798.1K | 0.01% | −10−0.3% | Reduced |
| Intrust Bank NA | 3,088 | $795.7K | 0.08% | −41−1.3% | Reduced |
| HMS Capital Management, LLC | 3,060 | $788.6K | 0.39% | +232+8.2% | Added |
| Ci Investments Inc. | 3,057 | $788.0K | 0.00% | +316+11.5% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $773.1K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,964 | $763.8K | 0.02% | −92−3.0% | Reduced |
| Vident Advisory, LLC | 2,947 | $759.5K | 0.02% | +395+15.5% | Added |
| Axxcess Wealth Management, LLC | 2,937 | $756.8K | 0.02% | +4+0.1% | Added |
| Patten Group, Inc. | 2,936 | $756.6K | 0.17% | +216+7.9% | Added |
| Forte Capital LLC | 2,930 | $755.1K | 0.09% | −126−4.1% | Reduced |
| Summit Trail Advisors, LLC | 2,925 | $753.7K | 0.02% | +262+9.8% | Added |
| Stratos Wealth Advisors, LLC | 2,913 | $750.9K | 0.03% | +175+6.4% | Added |
| Shelton Wealth Management, LLC | 2,906 | $748.8K | 0.43% | +245+9.2% | Added |
| Arlington Trust Co LLC | 2,900 | $747.3K | 0.16% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,898 | $746.8K | 0.02% | +74+2.6% | Added |
| CoreCap Advisors, LLC | 2,895 | $746.0K | 0.04% | +499+20.8% | Added |
| Everpar Advisors LLC | 2,894 | $745.8K | 0.39% | −476−14.1% | Reduced |
| Bleakley Financial Group, LLC | 2,877 | $741.4K | 0.02% | −201−6.5% | Reduced |
| Empirical Finance, LLC | 2,848 | $733.9K | 0.04% | +368+14.8% | Added |
| Raab & Moskowitz Asset Management LLC | 2,840 | $731.8K | 0.19% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,838 | $731.3K | 0.11% | +24+0.9% | Added |
| Burns Matteson Capital Management, LLC | 2,828 | $728.7K | 0.41% | −82−2.8% | Reduced |
| CNB Bank | 2,818 | $726.2K | 0.34% | −255−8.3% | Reduced |
| Ieq Capital, LLC | 2,792 | $719.4K | 0.01% | −2,007−41.8% | Reduced |
| Old Port Advisors | 2,780 | $716.3K | 0.20% | −8−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,775 | $715.2K | 0.01% | −272−8.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,761 | $711.5K | 0.01% | +35+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 2,759 | $711.0K | 0.04% | +900+48.4% | Added |
| Sterling Investment Counsel, LLC | 2,752 | $709.2K | 0.25% | +80+3.0% | Added |
| Capula Management Ltd | 2,730 | $703.5K | 0.01% | +2,730 | New |
| Transcend Wealth Collective, LLC | 2,727 | $702.7K | 0.05% | −685−20.1% | Reduced |
| Meridian Investment Counsel Inc. | 2,725 | $702.2K | 0.21% | −385−12.4% | Reduced |
| Aries Wealth Management | 2,706 | $697.3K | 0.19% | −90−3.2% | Reduced |
| 44 Wealth Management LLC | 2,888 | $697.1K | 0.25% | +2,888 | New |
| First Command Advisory Services, Inc. | 2,703 | $696.5K | 0.01% | −878−24.5% | Reduced |
| NorthRock Partners, LLC | 2,703 | $696.5K | 0.02% | −493−15.4% | Reduced |
| Coastal Investment Advisors, Inc. | 2,815 | $691.7K | 0.32% | −1,395−33.1% | Reduced |
| Equitable Holdings, Inc. | 2,663 | $686.2K | 0.01% | +183+7.4% | Added |
| IHT Wealth Management, LLC | 2,647 | $682.2K | 0.02% | −48−1.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,641 | $680.5K | 0.38% | −368−12.2% | Reduced |
| Exchange Capital Management, Inc. | 2,628 | $677.2K | 0.11% | −117−4.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,613 | $673.2K | 0.09% | +33+1.3% | Added |
| Fox Run Management, L.L.C. | 2,609 | $672.3K | 0.15% | −743−22.2% | Reduced |
| Ballentine Partners, LLC | 2,564 | $660.7K | 0.01% | −396−13.4% | Reduced |
| Horizon Investments, LLC | 2,566 | $658.4K | 0.02% | +347+15.6% | Added |
| Pensionmark Financial Group, LLC | 2,550 | $657.2K | 0.02% | +683+36.6% | Added |
| Norden Group LLC | 2,550 | $657.0K | 0.08% | +2,550 | New |
| Spire Wealth Management | 2,540 | $654.6K | 0.02% | +162+6.8% | Added |
| Greenleaf Trust | 2,520 | $649.4K | 0.01% | −77−3.0% | Reduced |
| Gateway Investment Advisers LLC | 2,500 | $644.2K | 0.01% | +28+1.1% | Added |
| Roanoke Asset Management Corp | 2,500 | $644.0K | 0.20% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,472 | $637.0K | 0.06% | −76−3.0% | Reduced |
| Advisors Capital Management, LLC | 2,468 | $636.0K | 0.01% | −30,454−92.5% | Reduced |
| Charter Research & Investment Group, Inc. | 2,466 | $635.5K | 0.47% | +100+4.2% | Added |
| Greystone Financial Group, LLC | 2,455 | $632.6K | 0.11% | −376−13.3% | Reduced |
| Profund Advisors LLC | 2,455 | $632.6K | 0.02% | +598+32.2% | Added |
| iA Global Asset Management Inc. | 2,411 | $621.0K | 0.01% | +1,416+142.3% | Added |
| 1620 Investment Advisors, Inc. | 2,402 | $618.9K | 0.45% | +4+0.2% | Added |
| Swedbank AB | 2,400 | $618.5K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 2,400 | $618.5K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,395 | $617.2K | 0.02% | −41−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,391 | $616.1K | 0.01% | −180−7.0% | Reduced |
| Arkadios Wealth Advisors | 2,363 | $608.9K | 0.03% | +888+60.2% | Added |
| Athena Investment Management | 2,358 | $607.6K | 0.35% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,530 | $606.0K | 0.03% | −1,752−40.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,517 | $605.9K | 0.01% | −345−12.1% | Reduced |
| Tufton Capital Management | 2,350 | $605.6K | 0.11% | −180−7.1% | Reduced |
| Stevens Capital Management LP | 2,324 | $599.0K | 0.09% | −3,455−59.8% | Reduced |
| HBW Advisory Services LLC | 2,320 | $597.8K | 0.09% | −354−13.2% | Reduced |
| Park National Corp | 2,310 | $595.3K | 0.02% | −18−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,303 | $594.0K | 0.27% | +1,333+137.4% | Added |
| Chemung Canal Trust Co | 2,304 | $593.7K | 0.12% | −15,378−87.0% | Reduced |
| Sapient Capital LLC | 2,300 | $592.7K | 0.01% | −5−0.2% | Reduced |
| B&D White Capital Company, LLC | 2,300 | $592.7K | 0.10% | +2,300 | New |
| Navalign, LLC | 2,294 | $591.0K | 0.17% | +79+3.6% | Added |
| Atlas Capital Advisors LLC | 2,268 | $584.4K | 0.09% | +250+12.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $581.9K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,227 | $574.0K | 0.11% | +646+40.9% | Added |
| Texas Yale Capital Corp. | 2,214 | $570.5K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,214 | $570.5K | 0.01% | +195+9.7% | Added |
| WealthTrust Axiom LLC | 2,200 | $566.9K | 0.17% | 00.0% | Unchanged |
| Change Path, LLC | 2,192 | $564.8K | 0.02% | +2,192 | New |