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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 2,853 | $630.5K | 0.00% | −250−8.1% | Reduced |
| Intrust Bank NA | 2,858 | $631.6K | 0.06% | −230−7.4% | Reduced |
| Copperwynd Financial, LLC | 2,876 | $635.6K | 0.18% | −262−8.3% | Reduced |
| Empirical Finance, LLC | 2,877 | $635.8K | 0.04% | +29+1.0% | Added |
| Axxcess Wealth Management, LLC | 2,881 | $636.7K | 0.02% | −56−1.9% | Reduced |
| Ballentine Partners, LLC | 2,891 | $638.9K | 0.01% | +327+12.8% | Added |
| Diamant Asset Management, Inc. | 2,895 | $639.8K | 0.41% | −600−17.2% | Reduced |
| Arlington Trust Co LLC | 2,900 | $640.9K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 2,904 | $641.8K | 0.07% | −26−0.9% | Reduced |
| LifePlan Financial, LLC | 2,958 | $653.7K | 0.58% | +1,786+152.4% | Added |
| Graham Capital Management, L.P. | 2,966 | $655.5K | 0.02% | +2,966 | New |
| Independent Advisor Alliance | 2,967 | $655.7K | 0.01% | −130−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $663.0K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,018 | $667.0K | 0.32% | −42−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 3,033 | $670.4K | 0.03% | +120+4.1% | Added |
| Coastline Trust Co | 3,040 | $671.8K | 0.08% | −310−9.3% | Reduced |
| Advisors Asset Management, Inc. | 3,051 | $674.3K | 0.01% | −491−13.9% | Reduced |
| Parsons Capital Management Inc | 3,057 | $675.6K | 0.04% | −225−6.9% | Reduced |
| Equitable Holdings, Inc. | 3,078 | $680.2K | 0.01% | +415+15.6% | Added |
| Ancora Advisors, LLC | 3,084 | $681.7K | 0.02% | −266−7.9% | Reduced |
| Thoroughbred Financial Services, LLC | 3,118 | $689.0K | 0.04% | −206−6.2% | Reduced |
| Oak Thistle LLC | 3,133 | $692.4K | 0.21% | +3,133 | New |
| Oxford Asset Management LLP | 3,142 | $694.4K | 0.31% | +3,142 | New |
| Intech Investment Management LLC | 3,152 | $696.6K | 0.01% | −3,357−51.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $698.6K | 0.01% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 3,203 | $707.9K | 0.56% | +3,203 | New |
| Laraway Financial Inc | 3,215 | $710.5K | 0.56% | −25−0.8% | Reduced |
| Boston Private Wealth LLC | 3,234 | $714.8K | 0.01% | +3,234 | New |
| CoreCap Advisors, LLC | 3,249 | $718.0K | 0.03% | +354+12.2% | Added |
| Cooper Financial Group | 3,261 | $720.6K | 0.09% | −133−3.9% | Reduced |
| Tranquility Partners, LLC | 3,265 | $721.6K | 0.27% | −416−11.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,274 | $723.0K | 0.01% | −1,272−28.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,281 | $725.1K | 0.04% | −342−9.4% | Reduced |
| Atlas Brown,Inc. | 3,311 | $731.7K | 0.25% | +4+0.1% | Added |
| TLWM | 3,319 | $733.5K | 0.14% | +114+3.6% | Added |
| SFMG, LLC | 3,348 | $740.0K | 0.06% | +2+0.1% | Added |
| Prentice Wealth Management LLC | 3,369 | $744.5K | 0.22% | −135−3.9% | Reduced |
| ELCO Management Co., LLC | 3,390 | $749.2K | 0.39% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 3,400 | $751.4K | 0.87% | +3,400 | New |
| First Hawaiian Bank | 3,426 | $757.1K | 0.02% | −356−9.4% | Reduced |
| Audent Global Asset Management, LLC | 3,427 | $757.4K | 0.49% | +2,136+165.5% | Added |
| Bahl & Gaynor Inc | 3,443 | $760.9K | 0.00% | −103−2.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $762.5K | 0.51% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,471 | $767.1K | 0.01% | +217+6.7% | Added |
| Burns J W & Co Inc | 3,483 | $769.7K | 0.10% | −505−12.7% | Reduced |
| Haverford Trust Co | 3,491 | $771.5K | 0.01% | +394+12.7% | Added |
| Anb Bank | 3,497 | $772.8K | 0.34% | +3,497 | New |
| FLC Capital Advisors | 3,538 | $781.9K | 0.18% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,544 | $783.2K | 0.03% | +162+4.8% | Added |
| Elevate Capital Advisors, LLC | 3,589 | $793.2K | 0.70% | +3,589 | New |
| Summit Trail Advisors, LLC | 3,650 | $806.5K | 0.03% | +725+24.8% | Added |
| Piscataqua Savings Bank | 3,658 | $808.4K | 0.69% | −21−0.6% | Reduced |
| Tompkins Financial Corp | 3,715 | $821.0K | 0.08% | −25−0.7% | Reduced |
| Schear Investment Advisers, LLC | 3,732 | $824.8K | 0.44% | −409−9.9% | Reduced |
| Dover Advisors, LLC | 3,732 | $824.8K | 0.47% | −112−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 3,739 | $826.3K | 0.02% | +1,189+46.6% | Added |
| Diversify Advisory Services, LLC | 4,557 | $828.6K | 0.05% | −95−2.0% | Reduced |
| Savant Capital, LLC | 3,761 | $831.3K | 0.01% | +558+17.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,768 | $832.7K | 0.03% | −20−0.5% | Reduced |
| Independence Bank of Kentucky | 3,784 | $836.3K | 0.13% | +384+11.3% | Added |
| Tectonic Advisors LLC | 3,791 | $837.9K | 0.05% | +311+8.9% | Added |
| Mutual Advisors, LLC | 4,544 | $838.6K | 0.02% | +2,947+184.5% | Added |
| Gsa Capital Partners LLP | 3,801 | $840.0K | 0.06% | +3,801 | New |
| Centiva Capital, LP | 3,808 | $841.6K | 0.03% | +3,449+960.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,808 | $842.5K | 0.01% | −1,953−33.9% | Reduced |
| ISAM Funds (UK) Ltd | 3,829 | $846.2K | 0.63% | +3,829 | New |
| Valley National Advisers Inc | 3,834 | $847.0K | 0.15% | −2,049−34.8% | Reduced |
| Kovack Advisors, Inc. | 3,837 | $848.0K | 0.08% | +7+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 3,859 | $852.8K | 0.19% | −6−0.2% | Reduced |
| Sigma Planning Corp | 3,873 | $856.0K | 0.03% | −2,042−34.5% | Reduced |
| Rehmann Capital Advisory Group | 3,881 | $857.8K | 0.05% | +403+11.6% | Added |
| Delta Financial Advisors LLC | 3,903 | $862.6K | 0.32% | −1,030−20.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,915 | $865.3K | 0.01% | −580−12.9% | Reduced |
| First Horizon Advisors, Inc. | 3,960 | $875.2K | 0.02% | −37−0.9% | Reduced |
| Vestcor Inc | 3,963 | $876.0K | 0.03% | −38,404−90.6% | Reduced |
| Hantz Financial Services, Inc. | 3,966 | $876.0K | 0.02% | −93−2.3% | Reduced |
| Ally Financial Inc. | 4,000 | $884.0K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,008 | $885.8K | 0.04% | −1,903−32.2% | Reduced |
| Independent Financial Group, LLC | 4,021 | $888.7K | 0.03% | +1,970+96.1% | Added |
| Mattson Financial Services, LLC | 3,462 | $892.1K | 0.29% | −1,182−25.5% | Reduced |
| 111 Capital | 4,055 | $896.2K | 0.19% | +4,055 | New |
| La Banque Postale Asset Management SA | 4,060 | $897.3K | 0.01% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 4,079 | $901.5K | 0.22% | +1,239+43.6% | Added |
| Trivant Custom Portfolio Group, LLC | 4,085 | $902.8K | 0.53% | −50−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,096 | $905.2K | 0.02% | −339−7.6% | Reduced |
| Clearstead Advisors, LLC | 4,100 | $906.1K | 0.01% | −2,538−38.2% | Reduced |
| Prelude Capital Management, LLC | 4,118 | $910.1K | 0.08% | +2,433+144.4% | Added |
| Bridgefront Capital, LLC | 4,122 | $911.0K | 0.31% | +4,122 | New |
| Atlantic Edge Private Wealth Management, LLC | 4,147 | $916.6K | 0.28% | +15+0.4% | Added |
| Kings Path Partners LLC | 4,151 | $917.4K | 0.39% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 3,578 | $922.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 4,180 | $924.0K | 0.73% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 4,185 | $924.9K | 0.02% | −2,275−35.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,188 | $925.5K | 0.06% | −77−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 4,198 | $927.8K | 0.03% | −661−13.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,205 | $929.3K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,271 | $943.8K | 0.01% | +4,271 | New |
| Generali Asset Management SPA SGR | 4,282 | $946.3K | 0.02% | +4,282 | New |
| Avantax Planning Partners, Inc. | 4,298 | $949.9K | 0.03% | −2,602−37.7% | Reduced |
| StoneX Group Inc. | 4,305 | $951.5K | 0.05% | +1,072+33.2% | Added |