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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 37,326 | $8.25M | 0.19% | −3,011−7.5% | Reduced |
| Camden National Bank | 37,362 | $8.26M | 1.24% | +6,250+20.1% | Added |
| Segall Bryant & Hamill, LLC | 37,572 | $8.30M | 0.11% | −14,449−27.8% | Reduced |
| Trexquant Investment LP | 38,213 | $8.45M | 0.10% | +14,668+62.3% | Added |
| Wesbanco Bank Inc | 38,665 | $8.54M | 0.29% | +901+2.4% | Added |
| Jacobs & Co | 39,189 | $8.66M | 0.88% | +1,564+4.2% | Added |
| CIBC World Markets Inc. | 39,256 | $8.68M | 0.02% | +7,882+25.1% | Added |
| Canandaigua National Bank & Trust Co | 39,371 | $8.70M | 0.86% | −1,080−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,467 | $8.72M | 0.02% | −3,778−8.7% | Reduced |
| WSFS Capital Management, LLC | 39,601 | $8.75M | 0.47% | −1,496−3.6% | Reduced |
| Dillon & Associates Inc | 40,872 | $9.03M | 1.25% | −1,792−4.2% | Reduced |
| MetLife Investment Management | 41,377 | $9.14M | 0.05% | +589+1.4% | Added |
| Cetera Investment Advisers | 41,561 | $9.18M | 0.02% | −4,617−10.0% | Reduced |
| Man Group plc | 42,066 | $9.30M | 0.03% | +35,719+562.8% | Added |
| State of Michigan Retirement System | 42,358 | $9.36M | 0.05% | −300−0.7% | Reduced |
| Madison Asset Management, LLC | 43,400 | $9.59M | 0.11% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 43,400 | $9.59M | 0.11% | +43,400 | New |
| Washington Trust Bank | 43,447 | $9.60M | 0.92% | −93−0.2% | Reduced |
| Credit Agricole S A | 43,528 | $9.62M | 0.03% | +37,246+592.9% | Added |
| FORA Capital, LLC | 43,576 | $9.63M | 1.10% | +24,647+130.2% | Added |
| Quantbot Technologies LP | 44,338 | $9.80M | 0.36% | +44,338 | New |
| Group One Trading, L.P. | 45,234 | $10.0M | 0.34% | +23,023+103.7% | Added |
| Maple Capital Management, Inc. | 45,779 | $10.1M | 0.74% | −1,310−2.8% | Reduced |
| Grassi Investment Management | 45,854 | $10.1M | 0.86% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 45,858 | $10.1M | 1.07% | −5,234−10.2% | Reduced |
| STRS Ohio | 45,905 | $10.1M | 0.04% | +7,689+20.1% | Added |
| Arizona State Retirement System | 46,483 | $10.3M | 0.06% | −531−1.1% | Reduced |
| Azimuth Capital Investment Management LLC | 46,486 | $10.3M | 0.40% | −16,562−26.3% | Reduced |
| Cohen Capital Management, Inc. | 46,493 | $10.3M | 1.71% | +400+0.9% | Added |
| South Street Advisors LLC | 46,653 | $10.3M | 1.58% | +100.0% | Added |
| Comerica Bank | 46,940 | $10.4M | 0.04% | −20,695−30.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 47,012 | $10.4M | 0.06% | −2,659−5.4% | Reduced |
| Engineers Gate Manager LP | 47,411 | $10.5M | 0.18% | +47,411 | New |
| Whittier Trust Co | 47,700 | $10.5M | 0.14% | −220−0.5% | Reduced |
| Copeland Capital Management, LLC | 47,809 | $10.6M | 0.20% | −8,403−14.9% | Reduced |
| Stonebridge Capital Advisors LLC | 48,411 | $10.7M | 0.86% | +11,151+29.9% | Added |
| Tocqueville Asset Management L.P. | 48,946 | $10.8M | 0.17% | −24,211−33.1% | Reduced |
| Gotham Asset Management, LLC | 49,752 | $11.0M | 0.10% | +41,995+541.4% | Added |
| Stephens Inc | 50,427 | $11.1M | 0.16% | −1,026−2.0% | Reduced |
| Sone Capital Management, LLC | 50,828 | $11.2M | 1.42% | +50,828 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 52,349 | $11.6M | 0.06% | +52,349 | New |
| Erste Asset Management GmbH | 52,850 | $11.6M | 0.14% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52,787 | $11.7M | 0.33% | +198+0.4% | Added |
| Guggenheim Capital LLC | 53,200 | $11.8M | 0.10% | −3,571−6.3% | Reduced |
| Citizens Financial Group Inc | 53,717 | $11.9M | 0.23% | +130+0.2% | Added |
| Creative Planning | 54,032 | $11.9M | 0.01% | +2,176+4.2% | Added |
| Mackenzie Financial Corp | 54,129 | $12.0M | 0.02% | −52,934−49.4% | Reduced |
| TD Waterhouse Canada Inc. | 54,992 | $12.2M | 0.10% | −81−0.1% | Reduced |
| Savoir Faire Capital Management, L.P. | 55,218 | $12.2M | 5.80% | +24,958+82.5% | Added |
| FineMark National Bank & Trust | 55,499 | $12.3M | 0.43% | +199+0.4% | Added |
| Truist Financial Corp | 55,593 | $12.3M | 0.02% | −10,062−15.3% | Reduced |
| Howe & Rusling Inc | 55,614 | $12.3M | 1.06% | −594−1.1% | Reduced |
| Gradient Investments LLC | 55,988 | $12.4M | 0.25% | +7,219+14.8% | Added |
| D.A. Davidson & Co. | 57,659 | $12.7M | 0.10% | +572+1.0% | Added |
| State of New Jersey Common Pension Fund D | 58,512 | $12.9M | 0.05% | −173−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 59,841 | $13.2M | 0.05% | −775−1.3% | Reduced |
| M&T Bank Corp | 60,245 | $13.3M | 0.04% | −14,862−19.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 60,489 | $13.4M | 0.18% | +3,137+5.5% | Added |
| Victory Capital Management Inc | 60,744 | $13.4M | 0.01% | −110−0.2% | Reduced |
| CIBC World Markets Corp | 61,593 | $13.6M | 0.08% | +7,808+14.5% | Added |
| Howland Capital Management LLC | 62,725 | $13.9M | 0.61% | −14,130−18.4% | Reduced |
| Asset Management One Co.,Ltd. | 62,773 | $14.0M | 0.05% | +1,671+2.7% | Added |
| Mn Services Vermogensbeheer B.V. | 64,100 | $14.2M | 0.10% | +1,000+1.6% | Added |
| Glenview Trust Co | 65,006 | $14.4M | 0.27% | −3,974−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,258 | $14.4M | 0.09% | +64,105+5,559.8% | Added |
| Capital International Inc | 65,372 | $14.4M | 0.17% | +36+0.1% | Added |
| SG Americas Securities, LLC | 66,695 | $14.7M | 0.06% | −39,160−37.0% | Reduced |
| Jump Financial, LLC | 67,127 | $14.8M | 0.31% | +40,636+153.4% | Added |
| Advisor Group Holdings, Inc. | 74,664 | $14.8M | 0.03% | +12,081+19.3% | Added |
| Public Employees Retirement System of Ohio | 67,698 | $15.0M | 0.05% | −3,352−4.7% | Reduced |
| Standard Life Aberdeen plc | 68,267 | $15.1M | 0.03% | −4,750−6.5% | Reduced |
| Artemis Investment Management LLP | 68,618 | $15.2M | 0.22% | −78,203−53.3% | Reduced |
| Russell Investments Group, Ltd. | 69,016 | $15.2M | 0.02% | +1,520+2.3% | Added |
| US Bancorp | 70,428 | $15.6M | 0.02% | −5,721−7.5% | Reduced |
| Royal London Asset Management Ltd | 70,954 | $15.7M | 0.04% | +1,854+2.7% | Added |
| Smith, Salley & Associates | 71,277 | $15.8M | 1.01% | +1,270+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 71,882 | $15.9M | 0.04% | −2,551−3.4% | Reduced |
| Treasurer of the State of North Carolina | 71,931 | $15.9M | 0.06% | +290+0.4% | Added |
| Macquarie Group Ltd | 78,368 | $16.0M | 0.02% | +5,203+7.1% | Added |
| Verition Fund Management LLC | 72,379 | $16.0M | 0.08% | +16,632+29.8% | Added |
| Davis R M Inc | 72,451 | $16.0M | 0.31% | −4,312−5.6% | Reduced |
| Empire Life Investments Inc. | 73,040 | $16.1M | 1.01% | −4,114−5.3% | Reduced |
| State of Tennessee, Treasury Department | 73,435 | $16.2M | 0.06% | +22,738+44.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 74,694 | $16.5M | 1.73% | −525−0.7% | Reduced |
| Prudential PLC | 74,871 | $16.5M | 0.08% | −988−1.3% | Reduced |
| Welch & Forbes LLC | 75,870 | $16.8M | 0.22% | −4,683−5.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,929 | $17.0M | 0.02% | +2,015+2.7% | Added |
| Capital Group Private Client Services, Inc. | 79,103 | $17.5M | 0.16% | −108,587−57.9% | Reduced |
| Nomura Asset Management Co Ltd | 79,233 | $17.5M | 0.05% | −4,971−5.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 79,270 | $17.5M | 0.81% | −13,890−14.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,692 | $17.6M | 0.05% | −333−0.4% | Reduced |
| Calamos Advisors LLC | 81,156 | $17.9M | 0.08% | −36,123−30.8% | Reduced |
| Pictet Asset Management Holding SA | 82,748 | $18.3M | 0.02% | +791+1.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 83,503 | $18.5M | 0.06% | −2,379−2.8% | Reduced |
| Prudential Financial Inc | 86,509 | $19.1M | 0.03% | −20,328−19.0% | Reduced |
| Toronto Dominion Bank | 86,585 | $19.1M | 0.04% | +25,463+41.7% | Added |
| Stock Yards Bank & Trust Co | 86,676 | $19.2M | 0.66% | −4,084−4.5% | Reduced |
| Davidson Investment Advisors | 86,997 | $19.2M | 0.93% | −756−0.9% | Reduced |
| National Bank of Canada | 89,573 | $19.8M | 0.03% | +11,368+14.5% | Added |
| State of Wisconsin Investment Board | 89,612 | $19.8M | 0.05% | −5,158−5.4% | Reduced |