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Livermore
Livermore
ZHEN

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; 1,038 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, Q4 2024

Institutional positions in Constellation Brands, Inc. as of Dec 31, 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
1,340
+34 vs. Q3 2024
Shares held
146.4M
+2.06M (+1.4%) vs. Q3 2024
Total value
$32.3B
−$4.73B (−12.8%) vs. Q3 2024
New holders
185
421 more added
Sold out
151
540 more reduced

20 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,340 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ4 2024: $32.3B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2024.

Institutions holding STZ in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ball & Co Wealth Management Inc.4$00.00%+4New
Cherry Tree Wealth Management, LLC1$2210.00%00.0%Unchanged
NBC Securities, Inc.1$3020.03%−1,844−99.9%Reduced
Cornerstone Planning Group LLC2$3760.00%−31−93.9%Reduced
WestEnd Advisors, LLC2$4420.00%00.0%Unchanged
Old Second National Bank of Aurora2$4420.00%+2New
Principia Wealth Advisory, LLC2$4420.00%+2New
Redwood Park Advisors LLC2$4420.00%+2New
PEAK6 LLC3$6280.00%+3New
Sound Income Strategies, LLC3$6630.00%−17−85.0%Reduced
Fairman Group, LLC3$6630.00%−4−57.1%Reduced
Core Alternative Capital3$6630.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$6630.00%+3New
WealthTrak Capital Management LLC3$6630.00%+3New
Winnow Wealth LLC4$6980.00%+4New
Plante Moran Financial Advisors, LLC4$8840.00%00.0%Unchanged
PSI Advisors, LLC4$8840.00%00.0%Unchanged
Menard Financial Group LLC4$8840.00%+4New
Kestra Investment Management, LLC4$8920.00%+4New
Atwood & Palmer Inc5$1.10K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc5$1.10K0.00%00.0%Unchanged
Barrett & Company, Inc.5$1.10K0.00%00.0%Unchanged
Bellwether Advisors, LLC6$1.33K0.00%+6New
Delta Asset Management LLC7$1.55K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC8$1.77K0.00%00.0%Unchanged
Granite FO LLC8$1.77K0.00%00.0%Unchanged
TD Capital Management LLC8$1.78K0.00%+8New
REAP Financial Group, LLC8$1.80K0.00%00.0%Unchanged
Navigoe, LLC11$2.00K0.00%+11New
FLP Wealth Management, LLC9$2.08K0.01%+9New
SJS Investment Consulting Inc.10$2.21K0.00%−2−16.7%Reduced
Cedar Wealth Management, LLC10$2.21K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$2.21K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC10$2.21K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.10$2.21K0.00%+10New
Horizon Financial Services, LLC10$2.25K0.00%00.0%Unchanged
Fairscale Capital, LLC11$2.43K0.00%00.0%Unchanged
NewSquare Capital LLC11$2.43K0.00%+11New
New Wave Wealth Advisors LLC11$2.43K0.00%+11New
Criterion Capital Advisors, LLC10$2.57K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc12$2.65K0.00%00.0%Unchanged
True Wealth Design, LLC12$2.65K0.00%+12New
Highline Wealth Partners LLC13$2.92K0.00%−71−84.5%Reduced
Painted Porch Advisors LLC14$3.09K0.00%+14New
Breakwater Investment Management15$3.31K0.00%00.0%Unchanged
Transce3nd, LLC15$3.31K0.00%+15New
Modus Advisors, LLC15$3.36K0.00%+15New
DiNuzzo Private Wealth, Inc.16$3.54K0.00%+1+6.7%Added
Tucker Asset Management LLC16$3.54K0.00%+3+23.1%Added
CarsonAllaria Wealth Management, Ltd.16$3.58K0.00%00.0%Unchanged
CoreFirst Bank & Trust17$3.76K0.00%00.0%Unchanged
Avion Wealth21$4.00K0.00%+7+50.0%Added
Compass Planning Associates Inc18$4.02K0.00%+18New
Carolina Wealth Advisors, LLC20$4.42K0.00%−20−50.0%Reduced
Heritage Wealth Advisors20$4.42K0.00%+4+25.0%Added
Rakuten Securities, Inc.20$4.42K0.00%+5+33.3%Added
Investment Management Corp20$4.42K0.00%+20New
Pension & Wealth Management Advisors, Inc.20$4.49K0.00%00.0%Unchanged
Clark Wealth Partners20$4.51K0.00%+20New
Raleigh Capital Management Inc.21$4.64K0.00%−13−38.2%Reduced
Raffa Wealth Management, LLC21$4.64K0.00%00.0%Unchanged
Accredited Wealth Management, LLC22$4.86K0.00%+22New
Ogorek Anthony Joseph24$5.00K0.00%−9−27.3%Reduced
TCTC Holdings, LLC23$5.08K0.00%+23New
Rocky Mountain Advisers, LLC24$5.30K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC24$5.30K0.00%+12+100.0%Added
IAG Wealth Partners, LLC25$5.53K0.00%00.0%Unchanged
Centennial Bank25$5.53K0.00%00.0%Unchanged
McIlrath & Eck, LLC25$5.53K0.00%+25New
Sierra Ocean, LLC25$5.55K0.00%+25New
First Pacific Financial26$5.75K0.00%+26New
ZRC Wealth Management, LLC26$5.75K0.00%+26New
Cape Investment Advisory, Inc.29$6.50K0.00%+4+16.0%Added
Zions Bancorporation, N.A.30$6.63K0.00%00.0%Unchanged
Wolff Wiese Magana LLC31$6.85K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.32$7.07K0.00%+2+6.7%Added
FPC Investment Advisory, Inc.40$7.23K0.01%+40New
HHM Wealth Advisors, LLC33$7.29K0.00%+12+57.1%Added
HighMark Wealth Management LLC34$7.53K0.00%00.0%Unchanged
Meeder Asset Management Inc36$7.96K0.00%−6−14.3%Reduced
WR Wealth Planners, LLC37$8.18K0.00%−2−5.1%Reduced
Murphy & Mullick Capital Management Corp37$8.18K0.01%+37New
Mascoma Wealth Management LLC38$8.40K0.00%00.0%Unchanged
Anfield Capital Management, LLC39$8.62K0.00%−20−33.9%Reduced
Caldwell Trust Co40$8.84K0.00%00.0%Unchanged
Park Square Financial Group, LLC41$9.06K0.01%+41New
Dunhill Financial, LLC42$9.25K0.00%−4−8.7%Reduced
Ruedi Wealth Management, Inc.42$9.28K0.00%00.0%Unchanged
Capital A Wealth Management, LLC42$9.28K0.02%+42New
Legend Financial Advisors, Inc.43$9.50K0.01%00.0%Unchanged
Fedenia Advisers LLC43$9.50K0.01%+43New
Promus Capital, LLC44$9.72K0.01%+44New
Center for Financial Planning, Inc.45$9.95K0.00%−100−69.0%Reduced
Centerpoint Advisors, LLC44$10.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC46$10.2K0.00%00.0%Unchanged
Bogart Wealth, LLC49$10.8K0.00%+13+36.1%Added
Wellington Shields & Co., LLC50$11.1K0.00%−100−66.7%Reduced
Kohmann Bosshard Financial Services, LLC50$11.1K0.00%+50New
Crowley Wealth Management, Inc.50$11.1K0.01%+50New
Caitlin John, LLC51$11.3K0.01%00.0%Unchanged