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 |
|---|---|---|---|---|---|
| SWS Partners | 6,414 | $1.42M | 0.43% | −4,328−40.3% | Reduced |
| National Asset Management, Inc. | 6,469 | $1.43M | 0.05% | −708−9.9% | Reduced |
| Atria Wealth Solutions, Inc. | 6,468 | $1.43M | 0.02% | −538−7.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,606 | $1.46M | 0.01% | −780−10.6% | Reduced |
| Machina Capital S.A.S. | 6,627 | $1.46M | 0.62% | +6,627 | New |
| Allianz SE | 6,696 | $1.47M | 0.04% | −21−0.3% | Reduced |
| Dark Forest Capital Management LP | 6,739 | $1.49M | 0.22% | +5,756+585.6% | Added |
| Linden Thomas Advisory Services, LLC | 6,768 | $1.50M | 0.19% | −155−2.2% | Reduced |
| Cross Staff Investments Inc | 6,799 | $1.50M | 1.13% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,839 | $1.51M | 0.27% | +6,839 | New |
| Plimoth Trust Co LLC | 6,860 | $1.52M | 0.39% | +261+4.0% | Added |
| Omers Administration Corp | 6,879 | $1.52M | 0.01% | +1,173+20.6% | Added |
| NewEdge Wealth, LLC | 6,880 | $1.52M | 0.03% | −1,501−17.9% | Reduced |
| Dohj, LLC | 6,897 | $1.52M | 0.35% | −1,773−20.4% | Reduced |
| Moody National Bank Trust Division | 6,927 | $1.53M | 0.16% | −380−5.2% | Reduced |
| Norinchukin Bank, The | 6,945 | $1.53M | 0.03% | +537+8.4% | Added |
| Sirios Capital Management L P | 6,983 | $1.54M | 0.28% | −2,681−27.7% | Reduced |
| B&L Asset Management LLC | 7,001 | $1.55M | 0.98% | +219+3.2% | Added |
| TriaGen Wealth Management LLC | 7,008 | $1.55M | 0.52% | −14−0.2% | Reduced |
| Radnor Capital Management, LLC | 7,054 | $1.56M | 0.26% | +135+2.0% | Added |
| Marco Investment Management LLC | 7,146 | $1.58M | 0.14% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 6,598 | $1.59M | 0.21% | −60−0.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 7,244 | $1.60M | 1.75% | −318−4.2% | Reduced |
| Metis Global Partners, LLC | 7,262 | $1.60M | 0.05% | +1,692+30.4% | Added |
| Round Rock Advisors, LLC | 7,387 | $1.63M | 0.33% | −1,239−14.4% | Reduced |
| Pinnacle Financial Partners Inc | 7,204 | $1.63M | 0.03% | −177−2.4% | Reduced |
| New Mexico Educational Retirement Board | 7,421 | $1.64M | 0.06% | −500−6.3% | Reduced |
| Silvercrest Asset Management Group LLC | 7,431 | $1.64M | 0.01% | +111+1.5% | Added |
| CWM, LLC | 7,484 | $1.65M | 0.01% | +2,419+47.8% | Added |
| Gs Investments, Inc. | 7,485 | $1.65M | 0.75% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 7,489 | $1.65M | 0.25% | +1,145+18.0% | Added |
| Northstar Asset Management LLC | 7,493 | $1.66M | 0.38% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7,475 | $1.66M | 0.12% | +338+4.7% | Added |
| Souders Financial Advisors | 7,575 | $1.67M | 0.23% | −5,208−40.7% | Reduced |
| MAI Capital Management | 7,631 | $1.69M | 0.01% | −881−10.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.69M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,580 | $1.70M | 0.00% | +239+3.3% | Added |
| West Oak Capital, LLC | 7,683 | $1.70M | 0.60% | +210+2.8% | Added |
| Triangle Securities Wealth Management | 7,722 | $1.71M | 0.44% | −129−1.6% | Reduced |
| Baldwin Investment Management, LLC | 7,727 | $1.71M | 0.22% | −1,143−12.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,060 | $1.72M | 0.01% | +113+1.6% | Added |
| Citizens National Bank Trust Department | 7,817 | $1.73M | 0.37% | −210−2.6% | Reduced |
| Archon Partners LLC | 7,825 | $1.73M | 0.20% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 7,858 | $1.74M | 0.21% | −324−4.0% | Reduced |
| Qsemble Capital Management, LP | 7,992 | $1.77M | 0.24% | +7,992 | New |
| HCR Wealth Advisors | 8,044 | $1.78M | 0.22% | −707−8.1% | Reduced |
| Old National Bancorp | 8,056 | $1.78M | 0.04% | −42,368−84.0% | Reduced |
| Fernwood Investment Management, LLC | 8,079 | $1.79M | 0.62% | −250−3.0% | Reduced |
| Griffin Asset Management, Inc. | 8,101 | $1.79M | 0.21% | −1,115−12.1% | Reduced |
| Principal Securities, Inc. | 8,229 | $1.82M | 0.04% | +1,533+22.9% | Added |
| Lecap Asset Management Ltd | 8,308 | $1.84M | 0.50% | +8,308 | New |
| Securian Asset Management, Inc | 8,376 | $1.85M | 0.05% | −289−3.3% | Reduced |
| Dynamic Advisor Solutions LLC | 8,389 | $1.85M | 0.08% | −325−3.7% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $1.86M | 0.03% | −400−4.5% | Reduced |
| Maryland State Retirement & Pension System | 8,508 | $1.88M | 0.04% | −585−6.4% | Reduced |
| Bangor Savings Bank | 8,509 | $1.88M | 0.18% | −359−4.0% | Reduced |
| Argent Trust Co | 8,522 | $1.88M | 0.08% | +454+5.6% | Added |
| CCM Investment Group, LLC | 8,659 | $1.90M | 0.21% | +8,659 | New |
| Atlantic Union Bankshares Corp | 8,678 | $1.92M | 0.11% | −2,040−19.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,726 | $1.93M | 1.19% | +718+9.0% | Added |
| Stratos Wealth Partners, LTD. | 8,745 | $1.93M | 0.03% | −361−4.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,746 | $1.93M | 0.05% | +471+5.7% | Added |
| Banque Pictet & Cie SA | 8,750 | $1.93M | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 8,785 | $1.94M | 0.11% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 8,878 | $1.96M | 0.53% | +229+2.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,047 | $2.00M | 0.78% | +966+12.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,238 | $2.04M | 0.42% | +1,514+19.6% | Added |
| Aurdan Capital Management, LLC | 9,390 | $2.08M | 0.80% | +9,390 | New |
| Keybank National Association | 9,424 | $2.08M | 0.01% | −807−7.9% | Reduced |
| HBK Sorce Advisory LLC | 9,508 | $2.10M | 0.06% | −2,323−19.6% | Reduced |
| Wisconsin Capital Management LLC | 9,596 | $2.12M | 1.17% | −901−8.6% | Reduced |
| Balyasny Asset Management LLC | 9,604 | $2.12M | 0.00% | −103,357−91.5% | Reduced |
| Teacher Retirement System of Texas | 9,636 | $2.13M | 0.01% | +8,538+777.6% | Added |
| Hartford Investment Management Co | 9,670 | $2.14M | 0.07% | −187−1.9% | Reduced |
| Oak Harvest Investment Services | 9,683 | $2.14M | 0.30% | −2,020−17.3% | Reduced |
| Boston Partners | 9,728 | $2.15M | 0.00% | −1,109,023−99.1% | Reduced |
| Ieq Capital, LLC | 9,734 | $2.15M | 0.02% | +6,942+248.6% | Added |
| WealthPLAN Partners, LLC | 9,749 | $2.15M | 0.31% | −2,850−22.6% | Reduced |
| Tower Bridge Advisors | 9,758 | $2.16M | 0.23% | −284−2.8% | Reduced |
| Joho Capital LLC | 9,815 | $2.17M | 0.38% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,853 | $2.18M | 0.01% | +3,236+48.9% | Added |
| First National Trust Co | 9,888 | $2.19M | 0.08% | −16,345−62.3% | Reduced |
| TBH Global Asset Management, LLC | 9,943 | $2.20M | 0.52% | +5+0.1% | Added |
| Bryce Point Capital, LLC | 9,954 | $2.20M | 0.64% | +9,954 | New |
| Northcape Wealth Management, LLC | 9,958 | $2.20M | 0.71% | +37+0.4% | Added |
| WD Rutherford LLC | 10,217 | $2.26M | 1.07% | −481−4.5% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.28M | 0.57% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,366 | $2.29M | 0.05% | +5,092+96.5% | Added |
| iA Global Asset Management Inc. | 10,401 | $2.30M | 0.04% | +7,990+331.4% | Added |
| Ar Asset Management Inc | 10,525 | $2.33M | 0.53% | −25−0.2% | Reduced |
| Koa Wealth Management, LLC | 10,535 | $2.33M | 1.90% | −137−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 10,721 | $2.37M | 0.05% | −826−7.2% | Reduced |
| Kentucky Retirement Systems | 10,767 | $2.38M | 0.07% | −149−1.4% | Reduced |
| Bokf, NA | 13,237 | $2.41M | 0.04% | −6,569−33.2% | Reduced |
| Groupama Asset Managment | 11,088 | $2.44M | 0.05% | −10,168−47.8% | Reduced |
| Candriam Luxembourg S.C.A. | 11,037 | $2.44M | 0.01% | +88+0.8% | Added |
| IFP Advisors, Inc | 2,102 | $2.45M | 0.08% | −5,425−72.1% | Reduced |
| Jones Financial Companies LLLP | 11,146 | $2.46M | 0.00% | +3,312+42.3% | Added |
| Pine Valley Investments Ltd Liability Co | 11,297 | $2.50M | 0.16% | −1,435−11.3% | Reduced |
| Advisory Services Network, LLC | 11,376 | $2.51M | 0.05% | −990−8.0% | Reduced |