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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 18,712 | $4.14M | 0.04% | −14,511−43.7% | Reduced |
| Moors & Cabot, Inc. | 18,782 | $4.15M | 0.20% | −13,359−41.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 18,915 | $4.18M | 0.00% | +18,915 | New |
| Toth Financial Advisory Corp | 18,925 | $4.18M | 0.49% | +165+0.9% | Added |
| Intact Investment Management Inc. | 19,000 | $4.20M | 0.15% | +590+3.2% | Added |
| Miracle Mile Advisors, LLC | 19,180 | $4.24M | 0.09% | +19,180 | New |
| Envestnet Portfolio Solutions, Inc. | 19,278 | $4.26M | 0.01% | −3,526−15.5% | Reduced |
| River Wealth Advisors LLC | 19,435 | $4.30M | 0.57% | +67+0.3% | Added |
| Pacer Advisors, Inc. | 19,830 | $4.38M | 0.01% | −9,052−31.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 20,000 | $4.42M | 0.49% | +20,000 | New |
| Blue Zone Wealth Advisors, LLC | 20,001 | $4.42M | 1.27% | +335+1.7% | Added |
| Nissay Asset Management Corp | 19,930 | $4.44M | 0.03% | −170−0.8% | Reduced |
| Coldstream Capital Management Inc | 20,142 | $4.45M | 0.09% | +296+1.5% | Added |
| Legacy Private Trust Co. | 20,241 | $4.47M | 0.29% | −695−3.3% | Reduced |
| Yousif Capital Management, LLC | 20,288 | $4.48M | 0.05% | −388−1.9% | Reduced |
| Bryn Mawr Trust Co | 20,394 | $4.51M | 0.08% | −101−0.5% | Reduced |
| Simplex Trading, LLC | 20,544 | $4.54M | 0.13% | +5,062+32.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 20,560 | $4.54M | 1.13% | −3,313−13.9% | Reduced |
| New York Life Investment Management LLC | 20,981 | $4.64M | 0.05% | +88+0.4% | Added |
| Gabelli Funds LLC | 21,000 | $4.64M | 0.03% | −400−1.9% | Reduced |
| Bank of Nova Scotia | 21,091 | $4.66M | 0.01% | +688+3.4% | Added |
| 2Xideas AG | 21,100 | $4.66M | 0.62% | −8,715−29.2% | Reduced |
| Daiwa Securities Group Inc. | 21,135 | $4.67M | 0.02% | +1,457+7.4% | Added |
| Peapack Gladstone Financial Corp | 21,456 | $4.74M | 0.07% | −3,733−14.8% | Reduced |
| Xponance, Inc. | 21,506 | $4.75M | 0.04% | −494−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 21,652 | $4.79M | 0.11% | +907+4.4% | Added |
| Sanctuary Advisors, LLC | 26,210 | $4.83M | 0.03% | −631−2.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,871 | $4.83M | 0.02% | −25,704−54.0% | Reduced |
| Public Employees Retirement Association of Colorado | 22,270 | $4.92M | 0.02% | −416−1.8% | Reduced |
| Salem Investment Counselors Inc | 22,647 | $5.00M | 0.16% | −531−2.3% | Reduced |
| Liberty Capital Management, Inc. | 22,663 | $5.01M | 1.11% | +501+2.3% | Added |
| Pathstone Holdings, LLC | 22,825 | $5.03M | 0.02% | −2,108−8.5% | Reduced |
| Financial Counselors Inc | 22,885 | $5.06M | 0.07% | −1,459−6.0% | Reduced |
| Voleon Capital Management LP | 22,902 | $5.06M | 0.38% | +22,902 | New |
| Oak Ridge Investments LLC | 23,027 | $5.09M | 0.40% | −2,336−9.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,138 | $5.11M | 0.05% | +23,138 | New |
| Brandywine Global Investment Management, LLC | 23,180 | $5.12M | 0.04% | −1,950−7.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 23,368 | $5.16M | 0.09% | +1,168+5.3% | Added |
| Allianz Asset Management GmbH | 23,462 | $5.19M | 0.01% | +4,668+24.8% | Added |
| ProShare Advisors LLC | 23,604 | $5.22M | 0.01% | +2,199+10.3% | Added |
| Fisher Funds Management LTD | 23,678 | $5.23M | 0.13% | +23,678 | New |
| Walleye Capital LLC | 23,872 | $5.28M | 0.05% | −35,346−59.7% | Reduced |
| Pinnacle Associates Ltd | 24,069 | $5.32M | 0.07% | +8,220+51.9% | Added |
| Abn Amro Investment Solutions | 24,374 | $5.39M | 0.10% | −4,269−14.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,379 | $5.39M | 0.05% | −3,500−12.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,462 | $5.41M | 0.02% | −34,747−58.7% | Reduced |
| CIBC Asset Management Inc | 24,718 | $5.46M | 0.02% | +1,042+4.4% | Added |
| Assetmark, Inc | 25,071 | $5.54M | 0.02% | +2,462+10.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,513 | $5.64M | 0.02% | +236+0.9% | Added |
| Pinebridge Investments, L.P. | 25,701 | $5.68M | 0.04% | −4,220−14.1% | Reduced |
| HGK Asset Management Inc | 25,779 | $5.70M | 1.05% | +2,015+8.5% | Added |
| Patton Albertson Miller Group, LLC | 25,960 | $5.74M | 0.77% | +1,702+7.0% | Added |
| Providence Capital Advisors, LLC | 25,986 | $5.74M | 1.16% | +25,921+39,878.5% | Added |
| Gibraltar Capital Management, Inc. | 26,299 | $5.81M | 2.57% | +609+2.4% | Added |
| Utah Retirement Systems | 26,384 | $5.83M | 0.06% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 26,486 | $5.85M | 0.62% | +1,450+5.8% | Added |
| Virtu Financial LLC | 26,620 | $5.88M | 0.31% | +26,620 | New |
| WealthBridge Investment Counsel Inc. | 26,850 | $5.93M | 2.18% | −80−0.3% | Reduced |
| Blair William & Co | 27,445 | $6.07M | 0.02% | −736−2.6% | Reduced |
| Grimes & Company, Inc. | 27,600 | $6.10M | 0.18% | +27,600 | New |
| DekaBank Deutsche Girozentrale | 27,800 | $6.14M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 27,857 | $6.16M | 0.63% | +21,520+339.6% | Added |
| Point72 Hong Kong Ltd | 28,200 | $6.23M | 0.39% | +28,200 | New |
| NS Partners Ltd | 28,349 | $6.27M | 0.26% | −300−1.0% | Reduced |
| Storebrand Asset Management AS | 28,796 | $6.36M | 0.02% | +1,750+6.5% | Added |
| Triglav Skladi, D.O.O. | 28,850 | $6.38M | 0.50% | +28,850 | New |
| Wolverine Trading, LLC | 29,291 | $6.43M | 0.14% | +25,411+654.9% | Added |
| Patten & Patten Inc | 29,374 | $6.49M | 0.43% | −4,864−14.2% | Reduced |
| CCM Investment Advisers LLC | 29,631 | $6.55M | 0.72% | −5,431−15.5% | Reduced |
| MML Investors Services, LLC | 29,918 | $6.61M | 0.02% | −24,289−44.8% | Reduced |
| USS Investment Management Ltd | 30,129 | $6.66M | 0.05% | −6,199−17.1% | Reduced |
| WealthPlan Investment Management, LLC | 30,157 | $6.66M | 0.66% | −30.0% | Reduced |
| Amalgamated Bank | 30,162 | $6.67M | 0.05% | −767−2.5% | Reduced |
| Ethic Inc. | 30,648 | $6.77M | 0.14% | +355+1.2% | Added |
| South State Corp. | 30,857 | $6.82M | 0.45% | −2,418−7.3% | Reduced |
| Narwhal Capital Management | 30,880 | $6.82M | 0.60% | −2,729−8.1% | Reduced |
| British Columbia Investment Management Corp | 31,282 | $6.91M | 0.04% | +3,925+14.3% | Added |
| Roffman Miller Associates Inc | 31,435 | $6.95M | 0.43% | −457−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 31,807 | $7.03M | 0.33% | −1,827−5.4% | Reduced |
| TCG Advisory Services, LLC | 31,870 | $7.04M | 0.30% | −4,290−11.9% | Reduced |
| Great Lakes Advisors, LLC | 32,095 | $7.09M | 0.06% | −2,693−7.7% | Reduced |
| IFM Investors Pty Ltd | 32,350 | $7.15M | 0.07% | −2,912−8.3% | Reduced |
| Harbour Trust & Investment Management Co | 32,445 | $7.17M | 0.82% | −627−1.9% | Reduced |
| Point72 (DIFC) Ltd | 32,513 | $7.19M | 0.65% | +32,513 | New |
| First American Bank | 32,850 | $7.26M | 0.51% | +281+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,196 | $7.34M | 0.05% | −913−2.7% | Reduced |
| Retirement Systems of Alabama | 33,802 | $7.47M | 0.03% | −829−2.4% | Reduced |
| Czech National Bank | 33,851 | $7.48M | 0.07% | +1,933+6.1% | Added |
| Avantax Advisory Services, Inc. | 34,532 | $7.63M | 0.05% | −24−0.1% | Reduced |
| Mariner, LLC | 34,833 | $7.70M | 0.01% | +405+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 35,754 | $7.90M | 0.07% | −5,854−14.1% | Reduced |
| Leeward Investments, LLC - MA | 35,751 | $7.90M | 0.39% | −1,238−3.3% | Reduced |
| Brevan Howard Capital Management LP | 35,812 | $7.91M | 0.20% | +35,812 | New |
| Corebridge Financial, Inc. | 35,882 | $7.93M | 0.04% | −1,854−4.9% | Reduced |
| DnB Asset Management AS | 36,173 | $7.99M | 0.03% | +2,968+8.9% | Added |
| Altrinsic Global Advisors LLC | 36,374 | $8.04M | 0.39% | +36,374 | New |
| Forsta Ap-Fonden | 36,500 | $8.07M | 0.06% | −900−2.4% | Reduced |
| BancorpSouth Bank | 37,030 | $8.18M | 0.55% | +642+1.8% | Added |
| Scotia Capital Inc. | 37,150 | $8.21M | 0.04% | +4,016+12.1% | Added |
| Compass Wealth Management LLC | 37,207 | $8.22M | 1.98% | −632−1.7% | Reduced |