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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 4,318 | $954.3K | 0.07% | +93+2.2% | Added |
| Twinbeech Capital LP | 4,320 | $954.7K | 0.02% | +4,320 | New |
| 17 Capital Partners, LLC | 4,325 | $955.8K | 0.61% | −210−4.6% | Reduced |
| Sherbrooke Park Advisers LLC | 4,399 | $972.2K | 0.31% | +4,399 | New |
| Synovus Financial Corp | 4,466 | $988.3K | 0.01% | −274−5.8% | Reduced |
| Parvin Asset Management, LLC | 4,485 | $991.2K | 1.07% | +4,485 | New |
| Benjamin Edwards Inc | 4,486 | $991.8K | 0.01% | −277−5.8% | Reduced |
| Gilbert & Cook, Inc. | 4,549 | $1.01M | 0.14% | −11−0.2% | Reduced |
| Investment Management Corp of Ontario | 4,555 | $1.01M | 0.03% | −900−16.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,601 | $1.01M | 0.11% | −328−6.7% | Reduced |
| Glenmede Trust Co NA | 4,576 | $1.01M | 0.01% | +668+17.1% | Added |
| Investment House LLC | 4,588 | $1.01M | 0.06% | −20,577−81.8% | Reduced |
| Eads & Heald Wealth Management | 4,594 | $1.01M | 0.50% | −96−2.0% | Reduced |
| Byrne Asset Management LLC | 4,595 | $1.02M | 0.72% | −28−0.6% | Reduced |
| Magnetar Financial LLC | 4,607 | $1.02M | 0.02% | +4,607 | New |
| Meeder Advisory Services, Inc. | 4,665 | $1.03M | 0.06% | +383+8.9% | Added |
| Inceptionr LLC | 4,708 | $1.04M | 0.23% | +4,708 | New |
| Western Wealth Management, LLC | 4,735 | $1.05M | 0.06% | −202−4.1% | Reduced |
| Neumann Capital Management, LLC | 4,737 | $1.05M | 0.35% | +100+2.2% | Added |
| American National Bank | 4,765 | $1.05M | 0.12% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,801 | $1.06M | 0.01% | −430−8.2% | Reduced |
| CAPROCK Group, Inc. | 4,845 | $1.07M | 0.03% | +1,175+32.0% | Added |
| one8zero8, LLC | 4,867 | $1.08M | 0.23% | +4,867 | New |
| Signal Advisors Wealth, LLC | 4,893 | $1.08M | 0.12% | +534+12.3% | Added |
| Lipe & Dalton | 4,914 | $1.09M | 0.58% | −295−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,957 | $1.10M | 0.02% | −9−0.2% | Reduced |
| Legacy Advisors, LLC | 4,983 | $1.10M | 0.11% | −437−8.1% | Reduced |
| Allstate Corp | 4,985 | $1.10M | 0.03% | +4,985 | New |
| Stablepoint Partners, LLC | 5,001 | $1.11M | 0.20% | −354−6.6% | Reduced |
| Webster Bank, N. A. | 5,011 | $1.11M | 0.12% | −1,224−19.6% | Reduced |
| HighPoint Advisor Group LLC | 5,802 | $1.11M | 0.06% | +153+2.7% | Added |
| Trust Investment Advisors | 5,045 | $1.11M | 0.71% | −207−3.9% | Reduced |
| Farringdon Capital, Ltd. | 5,082 | $1.12M | 0.46% | +5,082 | New |
| Carnegie Capital Asset Management, LLC | 5,096 | $1.13M | 0.03% | −2,845−35.8% | Reduced |
| Cornerstone Advisors, LLC | 5,100 | $1.13M | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 5,138 | $1.14M | 0.03% | +25+0.5% | Added |
| Nomura Holdings Inc | 5,142 | $1.14M | 0.01% | +5,142 | New |
| GAMMA Investing LLC | 5,144 | $1.14M | 0.10% | −5−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 5,103 | $1.14M | 0.17% | +28+0.6% | Added |
| Fortress Private Ledger, LLC | 5,157 | $1.14M | 0.70% | +5,157 | New |
| Garner Asset Management Corp | 5,172 | $1.14M | 0.53% | −164−3.1% | Reduced |
| Kennedy Investment Group | 5,212 | $1.15M | 0.52% | +119+2.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,232 | $1.16M | 0.40% | −279−5.1% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $1.16M | 0.12% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,262 | $1.16M | 0.01% | +1,028+24.3% | Added |
| Daymark Wealth Partners, LLC | 5,275 | $1.17M | 0.05% | −261−4.7% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.17M | 1.50% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,328 | $1.18M | 0.29% | +126+2.4% | Added |
| TD Private Client Wealth LLC | 5,349 | $1.18M | 0.03% | −1,036−16.2% | Reduced |
| Pflug Koory, LLC | 5,376 | $1.19M | 0.60% | +158+3.0% | Added |
| Brinker Capital Investments, LLC | 5,399 | $1.19M | 0.01% | +109+2.1% | Added |
| Orion Portfolio Solutions, LLC | 5,399 | $1.19M | 0.01% | +109+2.1% | Added |
| Kingsview Wealth Management, LLC | 5,482 | $1.21M | 0.02% | +144+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,501 | $1.22M | 0.00% | +5,501 | New |
| Exchange Traded Concepts, LLC | 5,512 | $1.22M | 0.02% | +4,312+359.3% | Added |
| Aberdeen Wealth Management LLC | 5,515 | $1.22M | 0.84% | −75−1.3% | Reduced |
| Barden Capital Management, Inc. | 5,574 | $1.23M | 1.06% | +72+1.3% | Added |
| Mesirow Financial Investment Management, Inc. | 5,577 | $1.23M | 0.02% | −63−1.1% | Reduced |
| Fairbanks Capital Management, Inc. | 5,582 | $1.23M | 0.77% | +117+2.1% | Added |
| Park Avenue Securities LLC | 5,590 | $1.24M | 0.01% | +1,228+28.2% | Added |
| Mirador Capital Partners LP | 5,610 | $1.24M | 0.22% | +181+3.3% | Added |
| Umb Bank N A | 5,613 | $1.24M | 0.02% | −1,652−22.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,615 | $1.24M | 0.01% | +654+13.2% | Added |
| Premier Path Wealth Partners, LLC | 5,642 | $1.25M | 0.19% | +485+9.4% | Added |
| Williams Jones Wealth Management, LLC. | 5,672 | $1.25M | 0.02% | −506−8.2% | Reduced |
| Oppenheimer Asset Management Inc. | 5,709 | $1.26M | 0.02% | −1,324−18.8% | Reduced |
| Pitcairn Co | 5,746 | $1.27M | 0.07% | −1,306−18.5% | Reduced |
| Marion Wealth Management | 5,747 | $1.27M | 0.34% | +193+3.5% | Added |
| Crescent Sterling, Ltd. | 5,747 | $1.27M | 1.30% | +1,259+28.1% | Added |
| Cresset Asset Management, LLC | 5,762 | $1.27M | 0.01% | −10,073−63.6% | Reduced |
| HM Payson & Co | 5,875 | $1.30M | 0.02% | −976−14.2% | Reduced |
| Cim Investment Mangement Inc | 5,882 | $1.30M | 0.38% | +14+0.2% | Added |
| Vontobel Holding Ltd. | 5,888 | $1.30M | 0.00% | −2,718−31.6% | Reduced |
| Fox Run Management, L.L.C. | 5,914 | $1.31M | 0.24% | +3,305+126.7% | Added |
| Ameritas Advisory Services, LLC | 5,928 | $1.31M | 0.05% | +134+2.3% | Added |
| Illinois Municipal Retirement Fund | 5,929 | $1.31M | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,943 | $1.31M | 0.01% | −99−1.6% | Reduced |
| Palisade Capital Management LLC | 5,950 | $1.31M | 0.04% | −100−1.7% | Reduced |
| Allworth Financial LP | 7,357 | $1.32M | 0.01% | +59+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,965 | $1.32M | 0.02% | +1,365+29.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,988 | $1.32M | 0.01% | −204−3.3% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.33M | 0.15% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,185 | $1.33M | 0.03% | −1,812−20.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,025 | $1.33M | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 6,061 | $1.34M | 0.41% | +214+3.7% | Added |
| NEOS Investment Management LLC | 6,074 | $1.34M | 0.03% | +1,238+25.6% | Added |
| Brown Advisory Inc | 6,095 | $1.35M | 0.00% | +264+4.5% | Added |
| Pictet & Cie (Europe) SA | 6,096 | $1.35M | 0.03% | +1,733+39.7% | Added |
| Xcel Wealth Management, LLC | 6,104 | $1.35M | 0.37% | −292−4.6% | Reduced |
| Altshuler Shaham Ltd | 6,118 | $1.35M | 0.05% | −244−3.8% | Reduced |
| McDonald Partners LLC | 6,135 | $1.36M | 0.35% | +423+7.4% | Added |
| Penobscot Investment Management Company, Inc. | 6,166 | $1.36M | 0.12% | 00.0% | Unchanged |
| HighVista Strategies LLC | 6,200 | $1.37M | 0.51% | +6,200 | New |
| Benedict Financial Advisors Inc | 6,284 | $1.39M | 0.34% | +16+0.3% | Added |
| U S Global Investors Inc | 6,300 | $1.39M | 0.14% | +2,360+59.9% | Added |
| RSM US Wealth Management LLC | 6,363 | $1.40M | 0.02% | −371−5.5% | Reduced |
| Jacobi Capital Management LLC | 6,353 | $1.40M | 0.10% | +101+1.6% | Added |
| Fortis Capital Advisors, LLC | 5,839 | $1.41M | 0.48% | +799+15.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,400 | $1.41M | 0.76% | −250−3.8% | Reduced |
| Stableford Capital II LLC | 6,405 | $1.42M | 0.56% | −60−0.9% | Reduced |