Skip to main content

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.

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: 1,039 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 20261,039$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
D.B. Root & Company, LLC0$00.00%−1,058−100.0%Sold out
Cypress Capital Group0$00.00%−1,056−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−1,003−100.0%Sold out
Csenge Advisory Group0$00.00%−1,066−100.0%Sold out
Cascade Investment Group, Inc.0$00.00%−987−100.0%Sold out
Planning Directions Inc0$00.00%−979−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−976−100.0%Sold out
Trust Point Inc.0$00.00%−965−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−955−100.0%Sold out
Baader Bank INC0$00.00%−997−100.0%Sold out
Wealth Effects LLC0$00.00%−931−100.0%Sold out
New Century Financial Group, LLC0$00.00%−915−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−912−100.0%Sold out
Cohen Investment Advisors LLC0$00.00%−904−100.0%Sold out
KRS Capital Management, LLC0$00.00%−900−100.0%Sold out
Seed Wealth Management, Inc.0$00.00%−900−100.0%Sold out
Kuhn & Co Investment Counsel0$00.00%−900−100.0%Sold out
Gilman Hill Asset Management, LLC0$00.00%−895−100.0%Sold out
Courier Capital LLC0$00.00%−894−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−892−100.0%Sold out
First Citizens Financial Corp0$00.00%−891−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−885−100.0%Sold out
Terry L. Blaker0$00.00%−880−100.0%Sold out
Berger Financial Group, Inc0$00.00%−875−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−871−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−867−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−865−100.0%Sold out
Meridian Wealth Advisors, LLC0$00.00%−862−100.0%Sold out
Stockman Wealth Management, Inc.0$00.00%−850−100.0%Sold out
Sonata Capital Group Inc0$00.00%−850−100.0%Sold out
Intrua Financial, LLC0$00.00%−842−100.0%Sold out
Trust Co of the South0$00.00%−835−100.0%Sold out
Jacobsen Capital Management0$00.00%−833−100.0%Sold out
Fragasso Group Inc.0$00.00%−824−100.0%Sold out
First National Bank & Trust Co of Newtown0$00.00%−823−100.0%Sold out
Financial Advisory Service, Inc.0$00.00%−822−100.0%Sold out
Transatlantique Private Wealth LLC0$00.00%−818−100.0%Sold out
Baron Wealth Management LLC0$00.00%−815−100.0%Sold out
Chatham Capital Group, Inc.0$00.00%−810−100.0%Sold out
Marino, Stram & Associates LLC0$00.00%−810−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−805−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−804−100.0%Sold out
Aristotle Atlantic Partners, LLC0$00.00%−800−100.0%Sold out
5th Street Advisors, LLC0$00.00%−800−100.0%Sold out
Greenfield Savings Bank0$00.00%−800−100.0%Sold out
RMR Wealth Builders0$00.00%−797−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−797−100.0%Sold out
Patrick M Sweeney & Associates, Inc0$00.00%−796−100.0%Sold out
First Affirmative Financial Network0$00.00%−796−100.0%Sold out
Quadcap Wealth Management, LLC0$00.00%−795−100.0%Sold out
Grant Street Asset Management, Inc.0$00.00%−793−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−837−100.0%Sold out
Bouchey Financial Group Ltd0$00.00%−792−100.0%Sold out
Cidel Asset Management Inc0$00.00%−785−100.0%Sold out
Claret Asset Management Corp0$00.00%−781−100.0%Sold out
Fox Hill Wealth Management0$00.00%−778−100.0%Sold out
Baldwin Brothers Inc0$00.00%−694−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−672−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−600−100.0%Sold out
Paladin Wealth, LLC0$00.00%−541−100.0%Sold out
Alta Advisers Ltd0$00.00%−500−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−445−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−200−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−143−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−128−100.0%Sold out
Jamison Private Wealth Management, Inc.0$00.00%−100−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−90−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−90−100.0%Sold out
Northwest Capital Management Inc0$00.00%−90−100.0%Sold out
IMA Wealth, Inc.0$00.00%−74−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−72−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−57−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−35−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−33−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−29−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−26−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−15−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−13−100.0%Sold out
Legacy Investment Solutions, LLC0$00.00%−12−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−12−100.0%Sold out
Tidemark, LLC0$00.00%−10−100.0%Sold out
MeadowBrook Investment Advisors LLC0$00.00%−6−100.0%Sold out
SIMA Wealth Partners, LLC0$00.00%−5−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−4−100.0%Sold out
Claris Advisors, LLC0$00.00%−4−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−2−100.0%Sold out
Hoey Investments, Inc0$00.00%−3−100.0%Sold out
Crewe Advisors LLC0$00.00%−2−100.0%Sold out
Reston Wealth Management LLC0$00.00%−1−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Fort Pitt Capital Group, LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Chartwell Investment Partners, LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
SpiderRock Advisors, LLC––––Not filed