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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 975 | $215.4K | 0.02% | −181−15.7% | Reduced |
| Balboa Wealth Partners | 975 | $215.5K | 0.05% | −9−0.9% | Reduced |
| Mattern Wealth Management LLC | 976 | $215.7K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 977 | $215.9K | 0.01% | +977 | New |
| Conning Inc. | 979 | $216.4K | 0.01% | −26−2.6% | Reduced |
| Barry Investment Advisors, LLC | 983 | $217.2K | 0.07% | +1+0.1% | Added |
| Umpqua Bank | 1,194 | $217.5K | 0.08% | +44+3.8% | Added |
| Granite Harbor Advisors, Inc. | 987 | $218.1K | 0.12% | +36+3.8% | Added |
| Keyvantage Wealth, LLC | 989 | $218.6K | 0.16% | +989 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $221.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $221.0K | 0.08% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $221.0K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,001 | $221.3K | 0.01% | +187+23.0% | Added |
| McLean Asset Management Corp | 1,002 | $221.4K | 0.07% | +6+0.6% | Added |
| Legacy Capital Wealth Partners, LLC | 1,007 | $222.5K | 0.06% | −1,220−54.8% | Reduced |
| Connecticut Wealth Management, LLC | 1,008 | $222.8K | 0.01% | −42−4.0% | Reduced |
| Geller Advisors LLC | 1,015 | $224.3K | 0.01% | −16−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,023 | $226.0K | 0.00% | +2+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 1,025 | $227.0K | 0.00% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,257 | $227.2K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,033 | $228.3K | 0.00% | −4,664−81.9% | Reduced |
| Atlantic Trust, LLC | 1,044 | $230.7K | 0.05% | +878+528.9% | Added |
| NorthCrest Asset Manangement, LLC | 1,047 | $231.4K | 0.01% | −46−4.2% | Reduced |
| Searle & Co. | 1,050 | $232.1K | 0.07% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 1,051 | $232.2K | 0.13% | −1,855−63.8% | Reduced |
| NWF Advisory Services Inc. | 1,051 | $232.3K | 0.03% | +267+34.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,053 | $232.7K | 0.02% | −13−1.2% | Reduced |
| Alta Capital Management LLC | 1,059 | $234.2K | 0.01% | +3+0.3% | Added |
| Waters Parkerson & Co., LLC | 1,060 | $234.3K | 0.01% | −8−0.7% | Reduced |
| Accurate Wealth Management, LLC | 1,293 | $235.1K | 0.05% | −2−0.2% | Reduced |
| Strategic Financial Concepts, LLC | 1,066 | $235.7K | 0.05% | +1,066 | New |
| Colonial Trust Co | 1,067 | $235.8K | 0.04% | +336+46.0% | Added |
| Howard Capital Management Inc. | 1,068 | $236.0K | 0.00% | +54+5.3% | Added |
| Bordeaux Wealth Advisors LLC | 1,069 | $236.2K | 0.04% | −2−0.2% | Reduced |
| Hickory Point Bank & Trust | 1,069 | $236.2K | 0.21% | +1,069 | New |
| Vise Technologies, Inc. | 1,070 | $236.4K | 0.02% | +1,070 | New |
| Generation Capital Management LLC | 1,070 | $236.5K | 0.20% | +1,070 | New |
| Purus Wealth Management, LLC | 1,072 | $236.9K | 0.09% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,079 | $238.5K | 0.12% | −23−2.1% | Reduced |
| Perpetual Ltd | 1,079 | $238.5K | 0.00% | −17−1.6% | Reduced |
| Black Cypress Capital Management, LLC | 1,082 | $239.1K | 0.21% | +1,082 | New |
| German American Bancorp, Inc. | 1,091 | $241.1K | 0.03% | +1+0.1% | Added |
| E&G Advisors, LP | 1,095 | $242.0K | 0.07% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,095 | $242.0K | 0.14% | +1,095 | New |
| Spinnaker Trust | 1,102 | $243.5K | 0.02% | −315−22.2% | Reduced |
| Quest Partners LLC | 1,105 | $244.2K | 0.03% | +1,104+110,400.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,110 | $245.3K | 0.01% | +13+1.2% | Added |
| ICONIQ Capital, LLC | 1,110 | $245.3K | 0.00% | +1,110 | New |
| Meritas Wealth Management, LLC | 1,115 | $246.4K | 0.15% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,116 | $246.7K | 0.08% | −42−3.6% | Reduced |
| Logan Capital Management Inc | 1,118 | $247.1K | 0.01% | −450−28.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,121 | $247.7K | 0.12% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,127 | $250.1K | 0.05% | +2+0.2% | Added |
| Smartleaf Asset Management LLC | 1,138 | $250.1K | 0.03% | +209+22.5% | Added |
| Stonegate Investment Group, LLC | 1,137 | $251.4K | 0.01% | +9+0.8% | Added |
| Socha Financial Group, LLC | 1,139 | $251.7K | 0.12% | +5+0.4% | Added |
| Hancock Whitney Corp | 1,139 | $251.7K | 0.01% | −105−8.4% | Reduced |
| Arrow Financial Corp | 1,140 | $251.9K | 0.02% | −50−4.2% | Reduced |
| Univest Financial Corp | 1,142 | $252.4K | 0.02% | −575−33.5% | Reduced |
| Landing Point Financial Group, LLC | 1,572 | $253.2K | 0.19% | +1,572 | New |
| Cladis Investment Advisory, LLC | 1,151 | $254.3K | 0.18% | +11+1.0% | Added |
| Summit Financial, LLC | 1,153 | $254.9K | 0.01% | −64−5.3% | Reduced |
| Silverlake Wealth Management LLC | 1,160 | $256.3K | 0.10% | −9−0.8% | Reduced |
| Centurion Wealth Management LLC | 1,160 | $256.4K | 0.08% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,161 | $256.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,162 | $256.8K | 0.02% | −70−5.7% | Reduced |
| PFG Investments, LLC | 1,170 | $258.6K | 0.02% | +20+1.7% | Added |
| Phoenix Holdings Ltd. | 1,177 | $260.2K | 0.00% | +50+4.4% | Added |
| Studio Investment Management LLC | 1,179 | $260.6K | 0.06% | +4+0.3% | Added |
| Leonteq Securities AG | 1,183 | $261.4K | 0.03% | +184+18.4% | Added |
| Nations Financial Group Inc, | 1,194 | $264.0K | 0.02% | −172−12.6% | Reduced |
| Boston Trust Walden Corp | 1,200 | $265.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,203 | $265.9K | 0.08% | −402−25.0% | Reduced |
| Pitti Group Wealth Management, LLC | 1,225 | $270.8K | 0.27% | +360+41.6% | Added |
| Nikulski Financial, Inc. | 1,235 | $272.9K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,238 | $273.7K | 0.01% | −383−23.6% | Reduced |
| Hardy Reed LLC | 1,239 | $273.8K | 0.02% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,240 | $274.0K | 0.19% | +1,240 | New |
| Oder Investment Management, LLC | 1,243 | $274.8K | 0.23% | −2,025−62.0% | Reduced |
| North Star Investment Management Corp. | 1,249 | $276.0K | 0.02% | +1+0.1% | Added |
| Wilkinson Global Asset Management LLC | 1,260 | $278.5K | 0.02% | −95−7.0% | Reduced |
| Headlands Technologies LLC | 1,263 | $279.1K | 0.03% | +1,263 | New |
| Central Bank & Trust Co | 1,264 | $279.3K | 0.04% | +29+2.3% | Added |
| Hillman Capital Management, Inc. | 1,271 | $280.9K | 0.10% | +190+17.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,275 | $281.8K | 0.02% | +20+1.6% | Added |
| Almanack Investment Partners, LLC. | 1,277 | $282.3K | 0.04% | −25−1.9% | Reduced |
| ICW Investment Advisors LLC | 1,280 | $282.9K | 0.12% | −28−2.1% | Reduced |
| Farmers Trust Co | 1,286 | $284.2K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,287 | $284.4K | 0.01% | −387−23.1% | Reduced |
| MONECO Advisors, LLC | 1,291 | $285.4K | 0.03% | +72+5.9% | Added |
| Ashton Thomas Securities, LLC | 1,293 | $285.8K | 0.08% | +233+22.0% | Added |
| Davis Investment Partners, LLC | 1,579 | $287.1K | 0.12% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,300 | $287.3K | 0.05% | +1,300 | New |
| V-Square Quantitative Management LLC | 1,305 | $288.4K | 0.04% | +133+11.3% | Added |
| Canandaigua National Trust Co of Florida | 1,313 | $290.2K | 0.23% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,327 | $293.3K | 0.05% | −155−10.5% | Reduced |
| Westpac Banking Corp | 1,328 | $293.5K | 0.02% | −51−3.7% | Reduced |
| Cullinan Associates Inc | 1,330 | $293.9K | 0.02% | −1,200−47.4% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $295.0K | 0.15% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,339 | $296.0K | 0.04% | −602−31.0% | Reduced |