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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lynx Capital Group Ltd | 11,436 | $2.53M | 1.46% | +11,436 | New |
| Vista Investment Management | 11,479 | $2.54M | 0.96% | +84+0.7% | Added |
| Private Trust Co NA | 11,533 | $2.55M | 0.26% | 00.0% | Unchanged |
| JustInvest LLC | 11,671 | $2.58M | 0.04% | +2,173+22.9% | Added |
| Raiffeisen Bank International AG | 12,095 | $2.66M | 0.04% | +12,095 | New |
| CIBC Private Wealth Group, LLC | 12,150 | $2.66M | 0.00% | −2,214−15.4% | Reduced |
| Integrated Wealth Concepts LLC | 12,099 | $2.67M | 0.03% | +1,748+16.9% | Added |
| Morton Community Bank | 12,102 | $2.67M | 0.71% | +260+2.2% | Added |
| Prospera Financial Services Inc | 12,126 | $2.68M | 0.06% | +8,207+209.4% | Added |
| Belpointe Asset Management LLC | 11,228 | $2.70M | 0.16% | +1,002+9.8% | Added |
| Davenport & Co LLC | 12,258 | $2.71M | 0.02% | +740+6.4% | Added |
| Level Four Advisory Services, LLC | 12,371 | $2.73M | 0.11% | +753+6.5% | Added |
| Beacon Pointe Advisors, LLC | 12,434 | $2.75M | 0.03% | −1,508−10.8% | Reduced |
| Sandy Spring Bank | 12,484 | $2.76M | 0.11% | −3,507−21.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,494 | $2.76M | 0.44% | +4,642+59.1% | Added |
| Linscomb & Williams, Inc. | 12,609 | $2.79M | 0.14% | +511+4.2% | Added |
| RNC Capital Management LLC | 12,614 | $2.79M | 0.15% | −7,916−38.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,615 | $2.79M | 0.04% | −6,066−32.5% | Reduced |
| Executive Wealth Management, LLC | 12,755 | $2.82M | 0.22% | −230−1.8% | Reduced |
| First National Advisers, LLC | 12,788 | $2.83M | 0.46% | +565+4.6% | Added |
| Cypress Asset Management Inc | 12,764 | $2.87M | 0.71% | −1,111−8.0% | Reduced |
| EULAV Asset Management | 13,000 | $2.87M | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,019 | $2.88M | 0.08% | −1,434−9.9% | Reduced |
| First National Bank of Omaha | 13,025 | $2.88M | 0.19% | −834−6.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,112 | $2.90M | 0.01% | +103+0.8% | Added |
| Hohimer Wealth Management, LLC | 13,346 | $2.95M | 0.56% | +9,107+214.8% | Added |
| Oregon Public Employees Retirement Fund | 13,384 | $2.96M | 0.05% | −57−0.4% | Reduced |
| Occidental Asset Management, LLC | 13,394 | $2.96M | 0.46% | +1,323+11.0% | Added |
| Capstone Investment Advisors, LLC | 13,438 | $2.97M | 0.03% | +12,953+2,670.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 13,500 | $2.98M | 0.03% | +1,500+12.5% | Added |
| Shorepoint Capital Partners LLC | 13,522 | $2.99M | 0.68% | +902+7.1% | Added |
| Rafferty Asset Management, LLC | 13,545 | $2.99M | 0.01% | +1,451+12.0% | Added |
| AXA S.A. | 13,551 | $2.99M | 0.01% | +9,854+266.5% | Added |
| MidWestOne Financial Group, Inc. | 13,555 | $3.00M | 0.42% | +3,524+35.1% | Added |
| Portman Square Capital LLP | 13,600 | $3.01M | 0.58% | +9,803+258.2% | Added |
| City Holding Co | 13,628 | $3.01M | 0.43% | +718+5.6% | Added |
| South Dakota Investment Council | 13,638 | $3.01M | 0.06% | +1,400+11.4% | Added |
| Central Trust Co | 13,645 | $3.02M | 0.07% | −394−2.8% | Reduced |
| Capital Analysts, LLC | 13,752 | $3.04M | 0.12% | +1,876+15.8% | Added |
| Citizens Business Bank | 10,978 | $3.04M | 0.57% | −3,198−22.6% | Reduced |
| Robbins Farley LLC | 13,774 | $3.04M | 1.49% | +496+3.7% | Added |
| Private Advisor Group, LLC | 13,784 | $3.05M | 0.02% | −1,207−8.1% | Reduced |
| Southern Style Financial, Inc. | 13,891 | $3.07M | 2.49% | +13,891 | New |
| UniSuper Management Pty Ltd | 14,029 | $3.10M | 0.02% | +2,859+25.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,341 | $3.17M | 0.01% | −3,075−17.7% | Reduced |
| Occudo Quantitative Strategies LP | 14,473 | $3.20M | 0.58% | +8,477+141.4% | Added |
| Mizuho Securities USA LLC | 14,797 | $3.27M | 0.06% | +4,637+45.6% | Added |
| Ossiam | 14,816 | $3.27M | 0.06% | −2,184−12.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 15,028 | $3.32M | 0.83% | −1,140−7.1% | Reduced |
| Oppenheimer & Co Inc | 15,046 | $3.33M | 0.05% | +2,244+17.5% | Added |
| Fulton Bank, N.A. | 15,122 | $3.34M | 0.13% | −1,164−7.1% | Reduced |
| Freemont Management S.A. | 15,000 | $3.36M | 1.65% | 00.0% | Unchanged |
| Burney Co | 15,350 | $3.39M | 0.12% | −21−0.1% | Reduced |
| Fayez Sarofim & Co | 15,390 | $3.40M | 0.01% | +2,850+22.7% | Added |
| Toroso Investments, LLC | 15,466 | $3.42M | 0.03% | +6,926+81.1% | Added |
| Trust Co of Vermont | 15,546 | $3.44M | 0.17% | −5,809−27.2% | Reduced |
| Aureus Asset Management, LLC | 15,592 | $3.45M | 0.22% | +1,341+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 15,682 | $3.47M | 0.03% | +821+5.5% | Added |
| Cox Capital Mgt LLC | 15,821 | $3.50M | 2.24% | −298−1.8% | Reduced |
| Quantinno Capital Management LP | 15,962 | $3.53M | 0.03% | +8,018+100.9% | Added |
| Shelton Capital Management | 16,001 | $3.54M | 0.09% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 16,126 | $3.56M | 0.89% | +100+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 16,021 | $3.57M | 0.01% | +3,660+29.6% | Added |
| Kavar Capital Partners Group, LLC | 16,347 | $3.61M | 0.61% | −76−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 16,356 | $3.61M | 0.12% | +1,147+7.5% | Added |
| Alpha Omega Wealth Management LLC | 16,374 | $3.62M | 0.69% | −182−1.1% | Reduced |
| Capital International Sarl | 16,433 | $3.63M | 0.08% | +313+1.9% | Added |
| Elo Mutual Pension Insurance Co | 16,494 | $3.65M | 0.08% | +2,020+14.0% | Added |
| St Germain D J Co Inc | 16,528 | $3.65M | 0.17% | −1,054−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 16,565 | $3.66M | 0.03% | +9,086+121.5% | Added |
| Empowered Funds, LLC | 16,575 | $3.66M | 0.05% | +6,391+62.8% | Added |
| Brookstone Capital Management | 16,654 | $3.68M | 0.05% | +920+5.8% | Added |
| Natixis | 16,687 | $3.69M | 0.03% | −3,749−18.3% | Reduced |
| Parallel Advisors, LLC | 16,922 | $3.74M | 0.08% | −115−0.7% | Reduced |
| Arrow Capital Pty Ltd | 17,000 | $3.76M | 3.44% | +17,000 | New |
| First Financial Bank - Trust Division | 17,003 | $3.76M | 0.35% | −8,805−34.1% | Reduced |
| Infusive Asset Management Inc. | 17,083 | $3.78M | 1.68% | +10,474+158.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,113 | $3.78M | 0.01% | −539−3.1% | Reduced |
| Addison Capital Co | 17,193 | $3.80M | 1.51% | −4,041−19.0% | Reduced |
| Captrust Financial Advisors | 17,236 | $3.81M | 0.01% | −440−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,275 | $3.82M | 0.06% | −1,390−7.4% | Reduced |
| Mercer Global Advisors Inc | 17,325 | $3.83M | 0.01% | −6,235−26.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 17,419 | $3.85M | 0.01% | +7,424+74.3% | Added |
| First Manhattan Co | 17,426 | $3.85M | 0.01% | +232+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,497 | $3.87M | 0.04% | +381+2.2% | Added |
| Aviance Capital Partners, LLC | 17,511 | $3.87M | 0.53% | +677+4.0% | Added |
| Federated Hermes, Inc. | 17,523 | $3.87M | 0.01% | −69,258−79.8% | Reduced |
| Oak Asset Management, LLC | 17,611 | $3.89M | 1.44% | +71+0.4% | Added |
| State of Alaska, Department of Revenue | 17,801 | $3.93M | 0.04% | −400−2.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 17,897 | $3.96M | 0.72% | +546+3.1% | Added |
| Lee Danner & Bass Inc | 18,011 | $3.98M | 0.32% | −419−2.3% | Reduced |
| Snowden Capital Advisors LLC | 18,254 | $4.03M | 0.13% | −511−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 18,324 | $4.05M | 0.07% | −900−4.7% | Reduced |
| Peddock Capital Advisors, LLC | 18,364 | $4.06M | 0.97% | −112−0.6% | Reduced |
| Kestra Advisory Services, LLC | 18,482 | $4.08M | 0.02% | −5,704−23.6% | Reduced |
| Public Sector Pension Investment Board | 18,485 | $4.09M | 0.02% | +12,581+213.1% | Added |
| Ostrum Asset Management | 18,630 | $4.12M | 0.36% | −5,089−21.5% | Reduced |
| Soros Capital Management LLC | 18,632 | $4.12M | 0.64% | +4,982+36.5% | Added |
| Atria Investments LLC | 18,652 | $4.12M | 0.05% | −4,031−17.8% | Reduced |
| Resources Management Corp | 18,667 | $4.13M | 0.56% | −429−2.2% | Reduced |