Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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

Value heldQ4 2024: $32.3B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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.

Institutions holding STZ in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Nemes Rush Group LLC	51	$11.3K	0.00%	+51	New
Frazier Financial Advisors, LLC	52	$11.4K	0.01%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$11.6K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	55	$12.2K	0.00%	−325−85.5%	Reduced
Richardson Financial Services Inc.	56	$12.3K	0.01%	+56	New
Aviso Financial Inc.	58	$12.8K	0.00%	−4,114−98.6%	Reduced
Abound Wealth Management	58	$12.8K	0.00%	−12−17.1%	Reduced
Wood Tarver Financial Group, LLC	59	$13.0K	0.00%	+59	New
Aster Capital Management (DIFC) Ltd	59	$13.0K	0.00%	−3,974−98.5%	Reduced
Evermay Wealth Management LLC	60	$13.3K	0.00%	−344−85.1%	Reduced
Oarsman Capital, Inc.	61	$13.5K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	62	$13.7K	0.00%	−37−37.4%	Reduced
DT Investment Partners, LLC	62	$13.7K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	66	$14.6K	0.00%	+5+8.2%	Added
Noble Wealth Management PBC	66	$14.6K	0.01%	+66	New
TFC Financial Management	67	$14.8K	0.00%	+2+3.1%	Added
Coston, McIsaac & Partners	72	$15.0K	0.00%	+1+1.4%	Added
First Financial Corp	68	$15.0K	0.01%	−41−37.6%	Reduced
FSA Wealth Management LLC	70	$15.4K	0.01%	−93−57.1%	Reduced
Graney & King, LLC	70	$15.5K	0.01%	+70	New
Larson Financial Group LLC	71	$15.6K	0.00%	−19−21.1%	Reduced
High Note Wealth, LLC	71	$15.7K	0.00%	+71	New
Covestor Ltd	74	$16.0K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	73	$16.1K	0.00%	+42+135.5%	Added
Hara Capital LLC	75	$16.6K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	76	$16.8K	0.01%	+76	New
Motco	78	$17.2K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	80	$17.7K	0.00%	00.0%	Unchanged
Runnymede Capital Advisors, Inc.	80	$17.7K	0.02%	+80	New
CVA Family Office, LLC	80	$17.7K	0.00%	−215−72.9%	Reduced
First Community Trust NA	85	$18.8K	0.01%	00.0%	Unchanged
Hollencrest Capital Management	92	$20.3K	0.00%	00.0%	Unchanged
Point72 Asia (Singapore) Pte. Ltd.	96	$21.3K	0.01%	+96	New
Sachetta, LLC	97	$21.4K	0.01%	−1−1.0%	Reduced
New Millennium Group LLC	97	$21.4K	0.01%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	98	$21.7K	0.04%	+98	New
Farmers & Merchants Trust Co of Chambersburg PA	100	$22.0K	0.01%	−6−5.7%	Reduced
Hemington Wealth Management	103	$22.0K	0.01%	+14+15.7%	Added
Hallmark Capital Management Inc	100	$22.1K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$22.1K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	100	$22.1K	0.01%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$22.1K	0.01%	00.0%	Unchanged
New Age Alpha Advisors, LLC	100	$22.1K	0.00%	+36+56.3%	Added
Evelyn Partners Investment Management LLP	100	$22.1K	0.00%	+100	New
Global Financial Private Client, LLC	101	$22.3K	0.01%	00.0%	Unchanged
Farmers & Merchants Investments Inc	105	$23.2K	0.00%	00.0%	Unchanged
MCF Advisors LLC	105	$23.2K	0.00%	+5+5.0%	Added
Hurley Capital, LLC	110	$24.4K	0.02%	+110	New
Mainstream Capital Management LLC	111	$24.5K	0.02%	+111	New
Longview Financial Advisors LLC	114	$25.2K	0.02%	+114	New
Asset Dedication, LLC	115	$25.4K	0.00%	00.0%	Unchanged
Davis Capital Management	116	$25.6K	0.02%	00.0%	Unchanged
Hanson & Doremus Investment Management	119	$26.0K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	119	$26.0K	0.00%	+42+54.5%	Added
Carolinas Wealth Consulting LLC	118	$26.0K	0.01%	−34−22.4%	Reduced
Bell Investment Advisors, Inc	119	$26.3K	0.00%	−31−20.7%	Reduced
SBI Securities Co., Ltd.	119	$26.3K	0.00%	+119	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	121	$26.7K	0.01%	00.0%	Unchanged
Compagnie Lombard Odier SCmA	122	$27.0K	0.00%	+122	New
Investors Research Corp	124	$27.4K	0.01%	00.0%	Unchanged
Washington Trust Advisors, Inc.	125	$27.6K	0.00%	00.0%	Unchanged
Union Bancaire Privee, UBP SA	127	$27.9K	0.00%	+127	New
Horizon Bancorp Inc	125	$28.0K	0.01%	00.0%	Unchanged
J.Safra Asset Management Corp	128	$28.1K	0.00%	00.0%	Unchanged
Minot DeBlois Advisors LLC	130	$28.7K	0.03%	+130	New
JFS Wealth Advisors, LLC	133	$29.4K	0.00%	+31+30.4%	Added
Colonial Trust Advisors	135	$29.8K	0.00%	00.0%	Unchanged
Optiver Holding B.V.	139	$30.7K	0.00%	+139	New
Castleview Partners, LLC	141	$31.4K	0.02%	+6+4.4%	Added
Tacita Capital Inc	145	$32.0K	0.02%	00.0%	Unchanged
Eastern Bank	150	$33.1K	0.00%	00.0%	Unchanged
Clean Yield Group	150	$33.1K	0.01%	00.0%	Unchanged
Atlantic Private Wealth, LLC	150	$33.1K	0.02%	00.0%	Unchanged
Consultiva Wealth Management, Corp.	153	$33.8K	0.17%	+153	New
Versant Capital Management, Inc	158	$34.9K	0.01%	+142+887.5%	Added
Centricity Wealth Management, LLC	159	$35.1K	0.03%	+159	New
Whipplewood Advisors, LLC	162	$35.8K	0.02%	+162	New
Quent Capital, LLC	163	$36.0K	0.00%	+4+2.5%	Added
DHJJ Financial Advisors, Ltd.	166	$36.7K	0.01%	00.0%	Unchanged
Rialto Wealth Management, LLC	166	$36.7K	0.01%	+166	New
Johnson Financial Group, Inc.	212	$38.3K	0.00%	−202−48.8%	Reduced
Oakworth Capital, Inc.	175	$38.7K	0.00%	−814−82.3%	Reduced
Chilton Capital Management LLC	180	$39.8K	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	184	$40.7K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	185	$40.9K	0.00%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	158	$41.0K	0.04%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	191	$42.2K	0.01%	00.0%	Unchanged
Eagle Bay Advisors LLC	197	$43.5K	0.03%	−211−51.7%	Reduced
Blume Capital Management, Inc.	200	$44.2K	0.01%	00.0%	Unchanged
Concord Wealth Partners	200	$44.2K	0.01%	00.0%	Unchanged
Capital & Planning, LLC	200	$44.2K	0.03%	+200	New
Fourth Dimension Wealth, LLC	200	$44.2K	0.02%	+200	New
Catherine Avery Investment Management LLC	200	$44.2K	0.04%	+200	New
West Paces Advisors Inc.	204	$45.1K	0.01%	00.0%	Unchanged
Glen Eagle Advisors, LLC	206	$45.6K	0.01%	00.0%	Unchanged
Silicon Valley Capital Partners	209	$46.2K	0.01%	+1+0.5%	Added
Venturi Wealth Management, LLC	216	$47.7K	0.00%	+20+10.2%	Added
Empirical Asset Management, LLC	39,786	$48.0K	0.02%	+39,786	New
Fairfield Financial Advisors, LTD	222	$49.2K	0.02%	+1+0.5%	Added
Paladin Advisory Group, LLC	223	$49.3K	0.04%	00.0%	Unchanged