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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 609,575 | $134.7M | 0.09% | −1,223−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 611,183 | $135.1M | 0.15% | +458,706+300.8% | Added |
| Clearbridge Investments, LLC | 742,458 | $164.1M | 0.13% | +22,471+3.1% | Added |
| Wells Fargo & Company | 744,181 | $164.5M | 0.04% | −54,999−6.9% | Reduced |
| Deutsche Bank AG | 807,122 | $178.4M | 0.07% | +60,008+8.0% | Added |
| Legal & General Group Plc | 885,326 | $195.7M | 0.05% | −94,901−9.7% | Reduced |
| UBS Group AG | 885,442 | $195.7M | 0.04% | +70,458+8.6% | Added |
| Bank of New York Mellon Corp | 893,944 | $197.6M | 0.04% | −48,423−5.1% | Reduced |
| Van Eck Associates Corp | 924,274 | $204.3M | 0.26% | +876,745+1,844.7% | Added |
| Sculptor Capital LP | 962,500 | $212.7M | 3.39% | +1,500+0.2% | Added |
| UBS Asset Management Americas Inc | 1,000,772 | $221.2M | 0.05% | −108,337−9.8% | Reduced |
| Darsana Capital Partners LP | 1,250,000 | $276.3M | 8.41% | −20,800−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,338,076 | $295.7M | 0.18% | +201,632+17.7% | Added |
| American Century Companies Inc | 1,372,485 | $303.3M | 0.17% | +25,110+1.9% | Added |
| Price T Rowe Associates Inc | 1,465,075 | $323.8M | 0.04% | −55,747−3.7% | Reduced |
| Royal Bank of Canada | 1,494,489 | $330.3M | 0.07% | −114,679−7.1% | Reduced |
| Northern Trust Corp | 1,516,525 | $335.2M | 0.05% | +170,236+12.6% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,527,689 | $337.6M | 5.61% | +994,639+186.6% | Added |
| Bank of America Corp | 1,555,074 | $343.7M | 0.03% | −214,096−12.1% | Reduced |
| Dimensional Fund Advisors LP | 1,617,641 | $357.5M | 0.09% | +284,302+21.3% | Added |
| FMR LLC | 1,641,087 | $362.7M | 0.02% | +253,740+18.3% | Added |
| Janus Henderson Group PLC | 1,750,111 | $386.8M | 0.20% | −102,970−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,782,964 | $394.0M | 0.07% | +38,786+2.2% | Added |
| Wellington Management Group LLP | 1,966,271 | $434.5M | 0.08% | −637,228−24.5% | Reduced |
| Norges Bank | 2,017,572 | $445.9M | 0.06% | +265,248+15.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,176,095 | $482.9M | 0.47% | +253,445+13.2% | Added |
| Alliancebernstein L.P. | 2,269,160 | $501.5M | 0.17% | −350,175−13.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,454,258 | $542.4M | 1.76% | +736,780+42.9% | Added |
| Invesco Ltd. | 2,460,380 | $543.7M | 0.10% | −62,324−2.5% | Reduced |
| JPMorgan Chase & Co | 2,652,518 | $586.2M | 0.05% | −631,034−19.2% | Reduced |
| Capital Research Global Investors | 2,901,975 | $641.3M | 0.13% | +18,557+0.6% | Added |
| Aristotle Capital Management, LLC | 2,971,554 | $656.7M | 1.27% | −114,470−3.7% | Reduced |
| Geode Capital Management, LLC | 3,204,003 | $705.8M | 0.05% | +63,323+2.0% | Added |
| Capital International Investors | 4,131,092 | $912.9M | 0.17% | −6,044,583−59.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 5,624,324 | $1.24B | 0.47% | +5,624,324 | New |
| State Street Corp | 7,163,079 | $1.58B | 0.06% | +18,651+0.3% | Added |
| Morgan Stanley | 8,057,289 | $1.78B | 0.12% | −456,652−5.4% | Reduced |
| Capital World Investors | 9,755,602 | $2.16B | 0.33% | +324,690+3.4% | Added |
| BlackRock, Inc. | 11,089,879 | $2.45B | 0.05% | −25,575−0.2% | Reduced |
| Vanguard Group Inc | 15,534,787 | $3.43B | 0.06% | +1,821,969+13.3% | Added |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −462,288−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −320,440−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −152,747−100.0% | Sold out |
| Grand Jean Capital Management Inc | 0 | $0 | 0.00% | −48,788−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −43,458−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −40,042−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −27,853−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −26,117−100.0% | Sold out |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0 | $0 | 0.00% | −22,792−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −17,363−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −16,782−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −10,092−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,055−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −7,121−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −5,955−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −5,769−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Prairie Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,722−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| Sterling Investment Counsel, LLC | 0 | $0 | 0.00% | −2,752−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Roanoke Asset Management Corp | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Strategic Financial Services, Inc, | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |