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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 227 | $50.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 235 | $51.9K | 0.01% | +1+0.4% | Added |
| Albion Financial Group | 245 | $54.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 247 | $54.6K | 0.00% | +34+16.0% | Added |
| Advantage Trust Co | 250 | $55.3K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 250 | $55.3K | 0.01% | +250 | New |
| Bruce G. Allen Investments, LLC | 252 | $55.7K | 0.05% | −5−1.9% | Reduced |
| State of Wyoming | 252 | $55.7K | 0.01% | +9+3.7% | Added |
| TSFG, LLC | 252 | $56.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 265 | $58.6K | 0.01% | −68−20.4% | Reduced |
| Continuum Advisory, LLC | 288 | $63.6K | 0.01% | +36+14.3% | Added |
| Loomis Sayles & Co L P | 291 | $64.0K | 0.00% | +104+55.6% | Added |
| ORG Partners LLC | 303 | $67.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 310 | $68.0K | 0.01% | +1+0.3% | Added |
| General Partner, Inc. | 332 | $73.4K | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 335 | $74.0K | 0.00% | −136−28.9% | Reduced |
| Riverview Trust Co | 343 | $75.8K | 0.07% | −3−0.9% | Reduced |
| Rothschild Investment LLC | 347 | $76.7K | 0.01% | −45−11.5% | Reduced |
| Quarry LP | 349 | $77.1K | 0.02% | +349 | New |
| Cetera Trust Company, N.A | 350 | $77.3K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 372 | $82.0K | 0.01% | +6+1.6% | Added |
| Flagship Wealth Advisors, LLC | 380 | $84.0K | 0.05% | +380 | New |
| Optimum Investment Advisors | 400 | $88.4K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $88.4K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 411 | $90.0K | 0.00% | +396+2,640.0% | Added |
| WPG Advisers, LLC | 417 | $92.2K | 0.09% | +417 | New |
| Cromwell Holdings LLC | 425 | $93.9K | 0.05% | 00.0% | Unchanged |
| Tobam | 426 | $94.0K | 0.03% | +115+37.0% | Added |
| YANKCOM Partnership | 426 | $94.1K | 0.05% | +426 | New |
| City State Bank | 439 | $97.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 445 | $98.3K | 0.02% | +35+8.5% | Added |
| Vestor Capital, LLC | 453 | $100.0K | 0.01% | +3+0.7% | Added |
| Prestige Wealth Management Group LLC | 463 | $102.3K | 0.02% | −7−1.5% | Reduced |
| Park Place Capital Corp | 465 | $102.8K | 0.03% | −41−8.1% | Reduced |
| Princeton Global Asset Management LLC | 475 | $105.0K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 500 | $110.0K | 0.04% | +500 | New |
| Missouri Trust & Investment Co | 500 | $110.5K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 500 | $110.5K | 0.08% | +500 | New |
| Archer Investment Corp | 507 | $112.1K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 529 | $116.9K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 653 | $118.1K | 0.05% | +653 | New |
| Ci Investments Inc. | 578 | $128.0K | 0.00% | −2,479−81.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 582 | $128.6K | 0.03% | +452+347.7% | Added |
| Ramirez Asset Management, Inc. | 600 | $132.6K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 604 | $133.0K | 0.06% | −98−14.0% | Reduced |
| Rosenberg Matthew Hamilton | 608 | $134.4K | 0.03% | −250−29.1% | Reduced |
| Sterling Capital Management LLC | 609 | $134.6K | 0.00% | −14,573−96.0% | Reduced |
| Asset Planning,Inc | 611 | $135.0K | 0.10% | +611 | New |
| R Squared Ltd | 620 | $137.0K | 0.13% | +620 | New |
| Acadian Asset Management LLC | 637 | $140.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 641 | $141.7K | 0.00% | −62−8.8% | Reduced |
| Parkside Financial Bank & Trust | 660 | $145.9K | 0.02% | −17−2.5% | Reduced |
| Medallion Wealth Advisors, LLC | 828 | $152.6K | 0.08% | +828 | New |
| Geneos Wealth Management Inc. | 740 | $163.5K | 0.01% | −43−5.5% | Reduced |
| Farther Finance Advisors, LLC | 741 | $163.7K | 0.01% | −71−8.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $164.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 929 | $166.3K | 0.01% | −1,220−56.8% | Reduced |
| Hall Laurie J Trustee | 770 | $170.0K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 806 | $178.1K | 0.02% | +173+27.3% | Added |
| Smithfield Trust Co | 794 | $179.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 811 | $179.2K | 0.01% | +55+7.3% | Added |
| GeoWealth Management, LLC | 819 | $181.0K | 0.01% | −43−5.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 836 | $184.8K | 0.18% | +836 | New |
| Key Financial Inc | 843 | $186.3K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 851 | $188.1K | 0.02% | +129+17.9% | Added |
| AdvisorNet Financial, Inc | 854 | $188.7K | 0.02% | +241+39.3% | Added |
| Bayforest Capital Ltd | 868 | $191.8K | 0.24% | +868 | New |
| Washington Trust Co | 870 | $192.3K | 0.01% | −15−1.7% | Reduced |
| Van Hulzen Asset Management, LLC | 880 | $194.5K | 0.01% | +880 | New |
| ESL Trust Services, LLC | 900 | $198.9K | 0.04% | +900 | New |
| Rise Advisors, LLC | 906 | $200.2K | 0.10% | −123−12.0% | Reduced |
| Welch Group, LLC | 917 | $201.5K | 0.01% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 917 | $202.7K | 0.10% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 920 | $203.3K | 0.04% | +21+2.3% | Added |
| Diversified Trust Co | 921 | $203.5K | 0.00% | −8−0.9% | Reduced |
| Boston Family Office LLC | 923 | $204.0K | 0.01% | −112−10.8% | Reduced |
| Weybosset Research & Management LLC | 925 | $204.0K | 0.07% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 923 | $204.1K | 0.03% | +68+8.0% | Added |
| Clare Market Investments LLC | 924 | $204.2K | 0.05% | −102−9.9% | Reduced |
| Quadrant Capital Group LLC | 924 | $204.2K | 0.01% | +52+6.0% | Added |
| Mission Wealth Management, LP | 924 | $204.2K | 0.00% | +924 | New |
| Baxter Bros Inc | 925 | $204.4K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $204.4K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 925 | $204.4K | 0.09% | 00.0% | Unchanged |
| Beacon Financial Group | 929 | $205.3K | 0.02% | −10−1.1% | Reduced |
| Leeward Financial Partners, LLC | 931 | $205.7K | 0.07% | +142+18.0% | Added |
| Golden State Wealth Management, LLC | 930 | $205.7K | 0.03% | +930 | New |
| Hills Bank & Trust Co | 931 | $205.8K | 0.02% | −250−21.2% | Reduced |
| Journey Advisory Group, LLC | 800 | $205.8K | 0.02% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 932 | $206.0K | 0.01% | −12−1.3% | Reduced |
| Scientech Research LLC | 934 | $206.4K | 0.06% | +934 | New |
| AA Financial Advisors, LLC | 940 | $207.7K | 0.06% | −382−28.9% | Reduced |
| Capital Investment Advisors, LLC | 941 | $208.0K | 0.00% | +11+1.2% | Added |
| Concurrent Investment Advisors, LLC | 944 | $208.6K | 0.01% | +38+4.2% | Added |
| Archford Capital Strategies, LLC | 951 | $210.2K | 0.03% | −49−4.9% | Reduced |
| FFT Wealth Management LLC | 954 | $210.8K | 0.02% | +7+0.7% | Added |
| Seneca Financial Advisors LLC | 955 | $211.0K | 0.10% | +4+0.4% | Added |
| Kraematon Investment Advisors, Inc | 962 | $212.6K | 0.21% | −123−11.3% | Reduced |
| Signaturefd, LLC | 969 | $214.1K | 0.00% | −101−9.4% | Reduced |
| Birchcreek Wealth Management, LLC | 973 | $215.0K | 0.14% | +973 | New |