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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,976 | $436.7K | 0.04% | −1,254−38.8% | Reduced |
| Brown Brothers Harriman & Co | 1,988 | $439.3K | 0.00% | +86+4.5% | Added |
| Community Bank, N.A. | 2,000 | $442.0K | 0.06% | 00.0% | Unchanged |
| Clio Asset Management LLC | 2,000 | $442.0K | 0.33% | +2,000 | New |
| Profund Advisors LLC | 2,004 | $442.9K | 0.02% | −451−18.4% | Reduced |
| Forum Financial Management, LP | 2,007 | $443.6K | 0.01% | +647+47.6% | Added |
| Alesco Advisors LLC | 2,008 | $443.7K | 0.01% | +601+42.7% | Added |
| Arcataur Capital Management LLC | 2,021 | $446.6K | 0.15% | −10−0.5% | Reduced |
| LVW Advisors, LLC | 2,025 | $447.5K | 0.05% | −129−6.0% | Reduced |
| Charter Research & Investment Group, Inc. | 2,036 | $450.0K | 0.34% | −430−17.4% | Reduced |
| IHT Wealth Management, LLC | 2,036 | $450.0K | 0.01% | −611−23.1% | Reduced |
| Essex Investment Management Co LLC | 2,042 | $451.3K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,047 | $452.5K | 0.02% | −3,137−60.5% | Reduced |
| Cooper/Haims Advisors, LLC | 2,053 | $453.8K | 0.26% | 00.0% | Unchanged |
| Tufton Capital Management | 2,065 | $456.4K | 0.09% | −285−12.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,071 | $457.8K | 0.01% | −320−13.4% | Reduced |
| Qtron Investments LLC | 2,079 | $459.5K | 0.06% | −1,284−38.2% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 2,079 | $459.5K | 0.44% | +2,079 | New |
| Allred Capital Management, LLC | 2,118 | $468.2K | 0.18% | −17−0.8% | Reduced |
| WMS Partners, LLC | 2,125 | $469.6K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,517 | $473.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,145 | $474.0K | 0.14% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 2,148 | $474.7K | 0.09% | +2,148 | New |
| Define Financial, LLC | 2,154 | $475.9K | 0.36% | +2,154 | New |
| Advisors Capital Management, LLC | 2,169 | $479.5K | 0.01% | −299−12.1% | Reduced |
| Bessemer Group Inc | 2,177 | $481.0K | 0.00% | −1,075−33.1% | Reduced |
| Wedmont Private Capital | 2,671 | $485.6K | 0.03% | +660+32.8% | Added |
| WealthTrust Axiom LLC | 2,200 | $486.2K | 0.14% | 00.0% | Unchanged |
| BNP Paribas | 2,204 | $487.1K | 0.02% | −1,204−35.3% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $489.3K | 0.02% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 2,216 | $489.7K | 0.49% | +2,216 | New |
| EverSource Wealth Advisors, LLC | 2,216 | $489.8K | 0.03% | +169+8.3% | Added |
| Tempus Wealth Planning, LLC | 2,225 | $491.7K | 0.15% | +406+22.3% | Added |
| Chemung Canal Trust Co | 2,231 | $493.1K | 0.10% | −73−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,250 | $493.3K | 0.02% | +10+0.4% | Added |
| Checchi Capital Advisers, LLC | 2,235 | $493.9K | 0.04% | +207+10.2% | Added |
| Harbor Capital Advisors, Inc. | 2,236 | $494.0K | 0.02% | +52+2.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $499.0K | 0.12% | 00.0% | Unchanged |
| Park National Corp | 2,261 | $499.7K | 0.02% | −49−2.1% | Reduced |
| Merit Financial Group, LLC | 2,271 | $501.9K | 0.01% | +1,296+132.9% | Added |
| Gateway Investment Advisers LLC | 2,281 | $504.1K | 0.01% | −219−8.8% | Reduced |
| Patten Group, Inc. | 2,282 | $504.3K | 0.11% | −654−22.3% | Reduced |
| Vinva Investment Management Ltd | 2,304 | $506.1K | 0.02% | −1,421−38.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,291 | $506.3K | 0.04% | +2,291 | New |
| HBW Advisory Services LLC | 2,292 | $506.5K | 0.08% | −28−1.2% | Reduced |
| B&D White Capital Company, LLC | 2,300 | $508.3K | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 2,302 | $508.7K | 0.00% | −218−8.7% | Reduced |
| MUFG Securities Americas Inc. | 2,305 | $509.4K | 0.06% | +2,305 | New |
| Johnson Investment Counsel Inc | 2,308 | $510.0K | 0.00% | +673+41.2% | Added |
| Sapient Capital LLC | 2,317 | $512.1K | 0.01% | +17+0.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,330 | $514.9K | 0.28% | −311−11.8% | Reduced |
| Navalign, LLC | 2,343 | $517.7K | 0.15% | +49+2.1% | Added |
| NorthRock Partners, LLC | 2,345 | $518.2K | 0.02% | −358−13.2% | Reduced |
| 4WEALTH Advisors, Inc. | 2,356 | $520.7K | 0.53% | +2,356 | New |
| Athena Investment Management | 2,358 | $521.1K | 0.30% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,375 | $524.9K | 0.09% | −800−25.2% | Reduced |
| Swedbank AB | 2,400 | $530.4K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 2,400 | $530.4K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,406 | $531.7K | 0.07% | −21,545−90.0% | Reduced |
| GTS Securities LLC | 2,408 | $532.2K | 0.03% | −2,881−54.5% | Reduced |
| Coastal Investment Advisors, Inc. | 2,402 | $533.1K | 0.22% | −413−14.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,414 | $533.5K | 0.26% | +299+14.1% | Added |
| Global Retirement Partners, LLC | 2,431 | $537.2K | 0.02% | +36+1.5% | Added |
| Transcend Wealth Collective, LLC | 2,444 | $540.1K | 0.04% | −283−10.4% | Reduced |
| 1620 Investment Advisors, Inc. | 2,447 | $540.8K | 0.41% | +45+1.9% | Added |
| Anchor Investment Management, LLC | 2,452 | $541.9K | 0.05% | −20−0.8% | Reduced |
| Callan Family Office, LLC | 2,452 | $541.9K | 0.03% | +1,618+194.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,473 | $546.6K | 0.04% | −2,462−49.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,370 | $549.7K | 0.05% | −25,621−88.4% | Reduced |
| Corps Capital Advisors, LLC | 2,500 | $552.5K | 0.56% | +2,500 | New |
| First Command Advisory Services, Inc. | 2,504 | $553.4K | 0.01% | −199−7.4% | Reduced |
| Exchange Capital Management, Inc. | 2,519 | $556.6K | 0.09% | −109−4.1% | Reduced |
| 44 Wealth Management LLC | 2,529 | $558.9K | 0.21% | −359−12.4% | Reduced |
| Arkadios Wealth Advisors | 2,530 | $559.2K | 0.03% | +167+7.1% | Added |
| BankPlus Trust Department | 2,545 | $562.4K | 0.18% | +2,545 | New |
| CNB Bank | 2,549 | $563.3K | 0.26% | −269−9.5% | Reduced |
| Everpar Advisors LLC | 2,560 | $565.8K | 0.29% | −334−11.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,563 | $566.4K | 0.03% | +2,563 | New |
| Tiaa Trust, National Association | 2,575 | $569.1K | 0.00% | −69,156−96.4% | Reduced |
| Horizon Investments, LLC | 2,620 | $575.6K | 0.02% | +54+2.1% | Added |
| Grove Bank & Trust | 2,617 | $578.4K | 0.08% | −221−7.8% | Reduced |
| Hoertkorn Richard Charles | 2,625 | $580.1K | 0.24% | −1,375−34.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,626 | $580.3K | 0.11% | +13+0.5% | Added |
| First Citizens Bank & Trust Co | 2,629 | $581.0K | 0.01% | −269−9.3% | Reduced |
| Change Path, LLC | 2,635 | $582.3K | 0.02% | +443+20.2% | Added |
| Bleakley Financial Group, LLC | 2,637 | $582.7K | 0.02% | −240−8.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,640 | $583.5K | 0.01% | −135−4.9% | Reduced |
| Aries Wealth Management | 2,666 | $589.2K | 0.16% | −40−1.5% | Reduced |
| Apollon Wealth Management, LLC | 2,690 | $594.5K | 0.01% | −274−9.2% | Reduced |
| Burns Matteson Capital Management, LLC | 2,695 | $595.6K | 0.33% | −133−4.7% | Reduced |
| Cherokee Insurance Co | 2,700 | $596.7K | 0.27% | +2,700 | New |
| Douglass Winthrop Advisors, LLC | 2,711 | $599.1K | 0.01% | −50−1.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,716 | $600.0K | 0.03% | −43−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 2,725 | $602.2K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 2,727 | $602.7K | 0.02% | +187+7.4% | Added |
| Exencial Wealth Advisors, LLC | 2,728 | $602.9K | 0.02% | −31,755−92.1% | Reduced |
| Old Port Advisors | 2,757 | $609.3K | 0.18% | −23−0.8% | Reduced |
| EntryPoint Capital, LLC | 2,788 | $616.1K | 0.26% | +2,788 | New |
| Norden Group LLC | 2,832 | $625.8K | 0.07% | +282+11.1% | Added |
| Vident Advisory, LLC | 2,835 | $626.6K | 0.01% | −112−3.8% | Reduced |