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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 2,184 | $563.0K | 0.02% | +7+0.3% | Added |
| LVW Advisors, LLC | 2,154 | $555.1K | 0.07% | −500−18.8% | Reduced |
| Proequities, Inc. | 2,149 | $553.8K | 0.03% | +153+7.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,145 | $552.7K | 0.17% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,135 | $550.1K | 0.22% | −13−0.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,307 | $547.9K | 0.13% | +333+16.9% | Added |
| WMS Partners, LLC | 2,125 | $547.6K | 0.03% | +2,125 | New |
| Retirement Planning Co of New England, Inc. | 2,115 | $545.3K | 0.27% | +234+12.4% | Added |
| Confluence Wealth Services, Inc. | 2,104 | $542.0K | 0.04% | −11−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 2,240 | $540.8K | 0.02% | +262+13.2% | Added |
| Headinvest, LLC | 2,084 | $537.0K | 0.10% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,053 | $529.1K | 0.29% | −50−2.4% | Reduced |
| Independent Financial Group, LLC | 2,051 | $528.8K | 0.02% | −3−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,047 | $527.6K | 0.03% | +97+5.0% | Added |
| Lake Street Advisors Group, LLC | 2,047 | $527.5K | 0.02% | −10.0% | Reduced |
| Essex Investment Management Co LLC | 2,042 | $526.2K | 0.09% | −173−7.8% | Reduced |
| Arcataur Capital Management LLC | 2,031 | $523.4K | 0.18% | −4−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,028 | $522.6K | 0.04% | −5−0.2% | Reduced |
| Syon Capital LLC | 2,013 | $518.8K | 0.05% | +14+0.7% | Added |
| Bragg Financial Advisors, Inc | 2,004 | $516.4K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,000 | $515.4K | 0.07% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,105 | $508.5K | 0.16% | +795+60.7% | Added |
| Koshinski Asset Management, Inc. | 1,956 | $503.9K | 0.04% | −24−1.2% | Reduced |
| Quantitative Investment Management, LLC | 1,954 | $503.0K | 0.05% | +1,954 | New |
| Teamwork Financial Advisors, LLC | 1,941 | $500.4K | 0.07% | −5,120−72.5% | Reduced |
| Brown Brothers Harriman & Co | 1,902 | $490.1K | 0.00% | −21−1.1% | Reduced |
| Wedmont Private Capital | 2,011 | $488.9K | 0.03% | +468+30.3% | Added |
| Ritholtz Wealth Management | 1,894 | $488.1K | 0.01% | −195−9.3% | Reduced |
| WBH Advisory Inc | 1,891 | $487.4K | 0.05% | +15+0.8% | Added |
| Beaumont Financial Advisors, LLC | 1,890 | $487.0K | 0.04% | −4−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,886 | $486.2K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,886 | $486.0K | 0.03% | −42−2.2% | Reduced |
| Legacy Bridge, LLC | 1,877 | $483.7K | 0.26% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,876 | $483.4K | 0.04% | +500+36.3% | Added |
| Wetherby Asset Management Inc | 1,870 | $481.9K | 0.02% | −94−4.8% | Reduced |
| Cozad Asset Management Inc | 1,869 | $481.6K | 0.05% | −186−9.1% | Reduced |
| Keebeck Wealth Management, LLC | 1,863 | $480.1K | 0.07% | +20+1.1% | Added |
| Lake Street Financial LLC | 1,848 | $476.3K | 0.08% | −219−10.6% | Reduced |
| Wedbush Securities Inc | 1,848 | $476.0K | 0.02% | −492−21.0% | Reduced |
| Nvest Financial, LLC | 1,843 | $475.0K | 0.27% | −29−1.5% | Reduced |
| NBC Securities, Inc. | 1,845 | $475.0K | 0.04% | −1,004−35.2% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $472.6K | 0.10% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,832 | $472.1K | 0.13% | −1−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,823 | $469.8K | 0.02% | −3−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,819 | $468.7K | 0.03% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,819 | $468.7K | 0.17% | +93+5.4% | Added |
| RDA Financial Network | 1,808 | $466.0K | 0.14% | −72−3.8% | Reduced |
| Strategic Blueprint, LLC | 1,802 | $464.4K | 0.03% | −153−7.8% | Reduced |
| Hartford Funds Management Co LLC | 1,797 | $463.0K | 0.04% | +72+4.2% | Added |
| Harbour Investments, Inc. | 1,794 | $462.3K | 0.01% | −55−3.0% | Reduced |
| SpiderRock Advisors, LLC | 1,788 | $460.9K | 0.01% | −839−31.9% | Reduced |
| Ellevest, Inc. | 1,783 | $459.5K | 0.03% | −17−0.9% | Reduced |
| InTrack Investment Management Inc | 1,781 | $459.0K | 0.33% | −58−3.2% | Reduced |
| Copley Financial Group, Inc. | 1,767 | $455.3K | 0.41% | +1,767 | New |
| Morningstar Investment Services LLC | 1,725 | $446.0K | 0.00% | −76−4.2% | Reduced |
| Private Wealth Partners, LLC | 1,730 | $445.8K | 0.04% | −1,990−53.5% | Reduced |
| Intellectus Partners, LLC | 1,729 | $445.6K | 0.11% | −125−6.7% | Reduced |
| Univest Financial Corp | 1,717 | $442.5K | 0.03% | +1,717 | New |
| Meridian Wealth Management, LLC | 1,705 | $439.4K | 0.02% | −2−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,690 | $435.5K | 0.26% | +1,690 | New |
| Diametric Capital, LP | 1,689 | $435.2K | 0.22% | +411+32.2% | Added |
| Scholtz & Company, LLC | 1,688 | $435.0K | 0.21% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,685 | $434.2K | 0.03% | −964−36.4% | Reduced |
| Financial Advocates Investment Management | 1,682 | $433.5K | 0.02% | +2+0.1% | Added |
| PFG Advisors | 1,674 | $431.4K | 0.03% | +138+9.0% | Added |
| RMB Capital Management, LLC | 1,674 | $431.3K | 0.01% | +391+30.5% | Added |
| Wealth Alliance | 1,669 | $430.0K | 0.05% | +93+5.9% | Added |
| AE Wealth Management LLC | 1,657 | $427.0K | 0.00% | +127+8.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,656 | $426.7K | 0.06% | +100+6.4% | Added |
| Cigna Investments Inc | 1,648 | $425.0K | 0.08% | −58−3.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,636 | $421.6K | 0.03% | +4+0.2% | Added |
| Johnson Investment Counsel Inc | 1,635 | $421.2K | 0.00% | +156+10.5% | Added |
| Flagship Harbor Advisors, LLC | 1,634 | $421.0K | 0.02% | +201+14.0% | Added |
| Lee Financial Co | 1,624 | $418.5K | 0.06% | +18+1.1% | Added |
| J.W. Cole Advisors, Inc. | 1,621 | $417.8K | 0.02% | +21+1.3% | Added |
| Brown Financial Advisors | 1,614 | $415.9K | 0.17% | −1,147−41.5% | Reduced |
| Ironwood Investment Counsel, LLC | 1,611 | $415.1K | 0.07% | −636−28.3% | Reduced |
| Skopos Labs, Inc. | 1,605 | $413.6K | 0.14% | −11−0.7% | Reduced |
| Spinnaker Investment Group, LLC | 1,598 | $411.8K | 0.10% | −1−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,587 | $409.0K | 0.01% | −107−6.3% | Reduced |
| Northern Oak Wealth Management Inc | 1,586 | $408.7K | 0.05% | +147+10.2% | Added |
| Saiph Capital, LLC | 1,575 | $405.9K | 0.19% | +80+5.4% | Added |
| Logan Capital Management Inc | 1,568 | $404.1K | 0.02% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,579 | $403.7K | 0.17% | −179−10.2% | Reduced |
| Nova R Wealth, Inc. | 1,565 | $403.2K | 0.20% | −22−1.4% | Reduced |
| Montag A & Associates Inc | 1,548 | $399.0K | 0.02% | −1,374−47.0% | Reduced |
| Sandy Cove Advisors, LLC | 1,533 | $394.9K | 0.16% | −2−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,530 | $394.3K | 0.17% | −135−8.1% | Reduced |
| Inscription Capital, LLC | 1,530 | $394.3K | 0.06% | +5+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,518 | $391.2K | 0.03% | −292−16.1% | Reduced |
| Mayflower Financial Advisors, LLC | 1,516 | $390.5K | 0.06% | −30−1.9% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $386.5K | 0.28% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,500 | $386.5K | 0.06% | −45−2.9% | Reduced |
| Investors Asset Management of Georgia Inc | 1,497 | $385.9K | 0.18% | +275+22.5% | Added |
| Mutual Advisors, LLC | 1,597 | $384.4K | 0.01% | −19−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,488 | $383.5K | 0.01% | +25+1.7% | Added |
| Chicago Trust Co NA | 1,482 | $381.9K | 0.07% | +100+7.2% | Added |
| Visionary Wealth Advisors | 1,476 | $380.3K | 0.02% | +5+0.3% | Added |
| Angeles Investment Advisors, LLC | 1,463 | $377.0K | 0.02% | −150−9.3% | Reduced |
| Keynote Financial Services LLC | 1,457 | $375.5K | 0.29% | 00.0% | Unchanged |