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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 1,348 | $297.9K | 0.06% | −42−3.0% | Reduced |
| International Assets Investment Management, LLC | 1,340 | $298.2K | 0.02% | −498,349−99.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $299.0K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,355 | $299.4K | 0.01% | −133−8.9% | Reduced |
| Petrus Trust Company, LTA | 1,364 | $301.4K | 0.03% | +1,364 | New |
| Pacific Global Investment Management CO | 1,369 | $302.5K | 0.39% | −21,712−94.1% | Reduced |
| Baker Ellis Asset Management LLC | 1,376 | $304.1K | 0.04% | +300+27.9% | Added |
| Ironwood Investment Counsel, LLC | 1,386 | $306.3K | 0.05% | −225−14.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,395 | $308.3K | 0.02% | +1,180+548.8% | Added |
| Spirit of America Management Corp | 1,400 | $309.4K | 0.06% | 00.0% | Unchanged |
| Headinvest, LLC | 1,410 | $311.6K | 0.06% | −674−32.3% | Reduced |
| XML Financial, LLC | 1,429 | $315.8K | 0.03% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,438 | $317.9K | 0.03% | +628+77.5% | Added |
| XTX Topco Ltd | 1,449 | $320.2K | 0.03% | −4,037−73.6% | Reduced |
| Keynote Financial Services LLC | 1,457 | $322.0K | 0.25% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,476 | $326.2K | 0.02% | +13+0.9% | Added |
| Intellectus Partners, LLC | 1,480 | $327.0K | 0.07% | −249−14.4% | Reduced |
| AE Wealth Management LLC | 1,482 | $327.6K | 0.00% | −175−10.6% | Reduced |
| DSG Capital Advisors, LLC | 1,486 | $328.4K | 0.06% | +1,486 | New |
| Scholtz & Company, LLC | 1,488 | $328.8K | 0.16% | −200−11.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,495 | $330.4K | 0.15% | −35−2.3% | Reduced |
| Mayflower Financial Advisors, LLC | 1,497 | $330.8K | 0.05% | −19−1.3% | Reduced |
| Iams Wealth Management, LLC | 1,498 | $331.1K | 0.15% | +515+52.4% | Added |
| Strategic Blueprint, LLC | 1,498 | $331.1K | 0.02% | −304−16.9% | Reduced |
| Alpha Family Trust | 1,500 | $331.5K | 0.19% | +1,500 | New |
| Berkshire Bank | 1,510 | $333.7K | 0.08% | +510+51.0% | Added |
| King Luther Capital Management Corp | 1,511 | $333.9K | 0.00% | +100+7.1% | Added |
| Visionary Wealth Advisors | 1,512 | $334.1K | 0.02% | +36+2.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,518 | $335.5K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,526 | $336.0K | 0.00% | −19,549−92.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,521 | $336.1K | 0.01% | −66−4.2% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $337.0K | 0.24% | +25+1.7% | Added |
| Sandy Cove Advisors, LLC | 1,535 | $339.2K | 0.13% | +2+0.1% | Added |
| Cary Street Partners Financial LLC | 1,544 | $341.3K | 0.01% | +1,544 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,545 | $341.6K | 0.01% | −341−18.1% | Reduced |
| Wealth Alliance | 1,548 | $342.0K | 0.04% | −121−7.2% | Reduced |
| Montag A & Associates Inc | 1,548 | $342.2K | 0.02% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 1,554 | $343.4K | 0.22% | +1,554 | New |
| Ellevest, Inc. | 1,555 | $343.7K | 0.02% | −228−12.8% | Reduced |
| Townsend Asset Management Corp | 1,559 | $344.5K | 0.13% | −5,724−78.6% | Reduced |
| BSW Wealth Partners | 1,563 | $345.5K | 0.05% | +63+4.2% | Added |
| Nova R Wealth, Inc. | 1,567 | $346.4K | 0.17% | +2+0.1% | Added |
| Ritholtz Wealth Management | 1,571 | $347.2K | 0.01% | −323−17.1% | Reduced |
| Doliver Advisors, LP | 1,573 | $347.6K | 0.10% | +1,573 | New |
| Empower Advisory Group, LLC | 1,584 | $350.1K | 0.00% | +254+19.1% | Added |
| Harbour Investments, Inc. | 1,588 | $350.9K | 0.01% | −206−11.5% | Reduced |
| Appleton Partners Inc | 1,595 | $353.0K | 0.03% | −33,552−95.5% | Reduced |
| Spinnaker Investment Group, LLC | 1,598 | $353.1K | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,601 | $353.8K | 0.00% | −1,674−51.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,601 | $353.8K | 0.03% | +401+33.4% | Added |
| Jaffetilchin Investment Partners, LLC | 1,618 | $357.5K | 0.03% | −18−1.1% | Reduced |
| Cigna Investments Inc | 1,621 | $358.0K | 0.06% | −27−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,623 | $358.8K | 0.24% | −1,949−54.6% | Reduced |
| Lee Financial Co | 1,624 | $358.9K | 0.05% | 00.0% | Unchanged |
| RDA Financial Network | 1,642 | $362.9K | 0.11% | −166−9.2% | Reduced |
| Cozad Asset Management Inc | 1,648 | $364.2K | 0.03% | −221−11.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,656 | $366.0K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,658 | $366.4K | 0.01% | +370+28.7% | Added |
| Atlas Capital Advisors LLC | 1,668 | $368.6K | 0.05% | −600−26.5% | Reduced |
| Financial Advocates Investment Management | 1,676 | $370.4K | 0.02% | −6−0.4% | Reduced |
| Wedbush Securities Inc | 1,688 | $373.0K | 0.01% | −160−8.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,708 | $375.2K | 0.05% | +403+30.9% | Added |
| Investors Asset Management of Georgia Inc | 1,718 | $379.7K | 0.19% | +221+14.8% | Added |
| Frank, Rimerman Advisors LLC | 1,722 | $380.6K | 0.03% | +291+20.3% | Added |
| Warren Averett Asset Management, LLC | 1,727 | $381.8K | 0.01% | +581+50.7% | Added |
| Hartford Funds Management Co LLC | 1,732 | $382.7K | 0.04% | −65−3.6% | Reduced |
| Sava Infond d.o.o. | 1,740 | $384.5K | 0.07% | +1,740 | New |
| Private Wealth Partners, LLC | 1,746 | $385.9K | 0.03% | +16+0.9% | Added |
| Newman Dignan & Sheerar, Inc. | 1,757 | $388.4K | 0.10% | −550−23.8% | Reduced |
| Wetherby Asset Management Inc | 1,759 | $388.7K | 0.02% | −111−5.9% | Reduced |
| Tributary Capital Management, LLC | 1,791 | $395.8K | 0.03% | −85−4.5% | Reduced |
| Nebula Research & Development LLC | 1,802 | $398.2K | 0.05% | +1,802 | New |
| Lake Street Advisors Group, LLC | 1,805 | $398.9K | 0.02% | −242−11.8% | Reduced |
| Berkeley Capital Partners, LLC | 1,817 | $401.5K | 0.11% | −15−0.8% | Reduced |
| Copley Financial Group, Inc. | 1,823 | $402.9K | 0.31% | +56+3.2% | Added |
| Emerald Advisers, LLC | 1,824 | $403.1K | 0.02% | −2,285−55.6% | Reduced |
| Meridian Wealth Management, LLC | 1,825 | $403.3K | 0.02% | +120+7.0% | Added |
| Guidance Capital, Inc | 2,209 | $404.5K | 0.12% | +104+4.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,835 | $405.5K | 0.03% | −51−2.7% | Reduced |
| Confluence Wealth Services, Inc. | 2,265 | $406.4K | 0.03% | +161+7.7% | Added |
| Syon Capital LLC | 1,854 | $409.8K | 0.04% | −159−7.9% | Reduced |
| Keebeck Wealth Management, LLC | 1,863 | $411.7K | 0.06% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,864 | $411.9K | 0.05% | +1,864 | New |
| WBH Advisory Inc | 1,875 | $414.4K | 0.04% | −16−0.8% | Reduced |
| Legacy Bridge, LLC | 1,877 | $414.8K | 0.22% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,900 | $415.0K | 0.07% | +1,261+27.2% | Added |
| Bragg Financial Advisors, Inc | 1,879 | $415.3K | 0.02% | −125−6.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,881 | $415.6K | 0.22% | +1,881 | New |
| PFG Advisors | 1,882 | $416.0K | 0.03% | +208+12.4% | Added |
| Beaumont Financial Advisors, LLC | 1,899 | $419.7K | 0.03% | +9+0.5% | Added |
| Optimize Financial Inc | 1,903 | $420.6K | 0.32% | +1,903 | New |
| Saiph Capital, LLC | 1,915 | $423.2K | 0.19% | +340+21.6% | Added |
| Flagship Harbor Advisors, LLC | 1,926 | $425.7K | 0.02% | +292+17.9% | Added |
| Brown Financial Advisors | 1,935 | $427.6K | 0.17% | +321+19.9% | Added |
| Nvest Financial, LLC | 1,938 | $428.2K | 0.22% | +95+5.2% | Added |
| Curbstone Financial Management Corp | 1,940 | $428.7K | 0.09% | +106+5.8% | Added |
| Martingale Asset Management L P | 1,950 | $430.9K | 0.01% | −1,650−45.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,953 | $433.0K | 0.19% | −350−15.2% | Reduced |
| Koshinski Asset Management, Inc. | 1,965 | $434.2K | 0.04% | +9+0.5% | Added |
| Aptus Capital Advisors, LLC | 1,965 | $434.3K | 0.01% | +718+57.6% | Added |