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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 1,559 | $344.5K | 0.13% | −5,724−78.6% | Reduced |
| Ellevest, Inc. | 1,555 | $343.7K | 0.02% | −228−12.8% | Reduced |
| Copperleaf Capital, LLC | 1,554 | $343.4K | 0.22% | +1,554 | New |
| Montag A & Associates Inc | 1,548 | $342.2K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,548 | $342.0K | 0.04% | −121−7.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,545 | $341.6K | 0.01% | −341−18.1% | Reduced |
| Cary Street Partners Financial LLC | 1,544 | $341.3K | 0.01% | +1,544 | New |
| Sandy Cove Advisors, LLC | 1,535 | $339.2K | 0.13% | +2+0.1% | Added |
| RiverGlades Family Offices LLC | 1,525 | $337.0K | 0.24% | +25+1.7% | Added |
| Ameritas Investment Partners, Inc. | 1,521 | $336.1K | 0.01% | −66−4.2% | Reduced |
| Lazard Asset Management LLC | 1,526 | $336.0K | 0.00% | −19,549−92.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,518 | $335.5K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,512 | $334.1K | 0.02% | +36+2.4% | Added |
| King Luther Capital Management Corp | 1,511 | $333.9K | 0.00% | +100+7.1% | Added |
| Berkshire Bank | 1,510 | $333.7K | 0.08% | +510+51.0% | Added |
| Alpha Family Trust | 1,500 | $331.5K | 0.19% | +1,500 | New |
| Strategic Blueprint, LLC | 1,498 | $331.1K | 0.02% | −304−16.9% | Reduced |
| Iams Wealth Management, LLC | 1,498 | $331.1K | 0.15% | +515+52.4% | Added |
| Mayflower Financial Advisors, LLC | 1,497 | $330.8K | 0.05% | −19−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,495 | $330.4K | 0.15% | −35−2.3% | Reduced |
| Scholtz & Company, LLC | 1,488 | $328.8K | 0.16% | −200−11.8% | Reduced |
| DSG Capital Advisors, LLC | 1,486 | $328.4K | 0.06% | +1,486 | New |
| AE Wealth Management LLC | 1,482 | $327.6K | 0.00% | −175−10.6% | Reduced |
| Intellectus Partners, LLC | 1,480 | $327.0K | 0.07% | −249−14.4% | Reduced |
| Angeles Investment Advisors, LLC | 1,476 | $326.2K | 0.02% | +13+0.9% | Added |
| Keynote Financial Services LLC | 1,457 | $322.0K | 0.25% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,449 | $320.2K | 0.03% | −4,037−73.6% | Reduced |
| Callahan Advisors, LLC | 1,438 | $317.9K | 0.03% | +628+77.5% | Added |
| XML Financial, LLC | 1,429 | $315.8K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 1,410 | $311.6K | 0.06% | −674−32.3% | Reduced |
| Spirit of America Management Corp | 1,400 | $309.4K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,395 | $308.3K | 0.02% | +1,180+548.8% | Added |
| Ironwood Investment Counsel, LLC | 1,386 | $306.3K | 0.05% | −225−14.0% | Reduced |
| Baker Ellis Asset Management LLC | 1,376 | $304.1K | 0.04% | +300+27.9% | Added |
| Pacific Global Investment Management CO | 1,369 | $302.5K | 0.39% | −21,712−94.1% | Reduced |
| Petrus Trust Company, LTA | 1,364 | $301.4K | 0.03% | +1,364 | New |
| Robertson Stephens Wealth Management, LLC | 1,355 | $299.4K | 0.01% | −133−8.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,353 | $299.0K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,340 | $298.2K | 0.02% | −498,349−99.7% | Reduced |
| AlphaCore Capital LLC | 1,348 | $297.9K | 0.06% | −42−3.0% | Reduced |
| Teamwork Financial Advisors, LLC | 1,339 | $296.0K | 0.04% | −602−31.0% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $295.0K | 0.15% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,330 | $293.9K | 0.02% | −1,200−47.4% | Reduced |
| Westpac Banking Corp | 1,328 | $293.5K | 0.02% | −51−3.7% | Reduced |
| Chicago Trust Co NA | 1,327 | $293.3K | 0.05% | −155−10.5% | Reduced |
| Canandaigua National Trust Co of Florida | 1,313 | $290.2K | 0.23% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,305 | $288.4K | 0.04% | +133+11.3% | Added |
| Sompo Asset Management Co., Ltd. | 1,300 | $287.3K | 0.05% | +1,300 | New |
| Davis Investment Partners, LLC | 1,579 | $287.1K | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,293 | $285.8K | 0.08% | +233+22.0% | Added |
| MONECO Advisors, LLC | 1,291 | $285.4K | 0.03% | +72+5.9% | Added |
| RMB Capital Management, LLC | 1,287 | $284.4K | 0.01% | −387−23.1% | Reduced |
| Farmers Trust Co | 1,286 | $284.2K | 0.05% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,280 | $282.9K | 0.12% | −28−2.1% | Reduced |
| Almanack Investment Partners, LLC. | 1,277 | $282.3K | 0.04% | −25−1.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,275 | $281.8K | 0.02% | +20+1.6% | Added |
| Hillman Capital Management, Inc. | 1,271 | $280.9K | 0.10% | +190+17.6% | Added |
| Central Bank & Trust Co | 1,264 | $279.3K | 0.04% | +29+2.3% | Added |
| Headlands Technologies LLC | 1,263 | $279.1K | 0.03% | +1,263 | New |
| Wilkinson Global Asset Management LLC | 1,260 | $278.5K | 0.02% | −95−7.0% | Reduced |
| North Star Investment Management Corp. | 1,249 | $276.0K | 0.02% | +1+0.1% | Added |
| Oder Investment Management, LLC | 1,243 | $274.8K | 0.23% | −2,025−62.0% | Reduced |
| Whalen Wealth Management Inc. | 1,240 | $274.0K | 0.19% | +1,240 | New |
| Hardy Reed LLC | 1,239 | $273.8K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,238 | $273.7K | 0.01% | −383−23.6% | Reduced |
| Nikulski Financial, Inc. | 1,235 | $272.9K | 0.08% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 1,225 | $270.8K | 0.27% | +360+41.6% | Added |
| Skopos Labs, Inc. | 1,203 | $265.9K | 0.08% | −402−25.0% | Reduced |
| Boston Trust Walden Corp | 1,200 | $265.2K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,194 | $264.0K | 0.02% | −172−12.6% | Reduced |
| Leonteq Securities AG | 1,183 | $261.4K | 0.03% | +184+18.4% | Added |
| Studio Investment Management LLC | 1,179 | $260.6K | 0.06% | +4+0.3% | Added |
| Phoenix Holdings Ltd. | 1,177 | $260.2K | 0.00% | +50+4.4% | Added |
| PFG Investments, LLC | 1,170 | $258.6K | 0.02% | +20+1.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,162 | $256.8K | 0.02% | −70−5.7% | Reduced |
| Monarch Capital Management Inc | 1,161 | $256.6K | 0.07% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,160 | $256.4K | 0.08% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,160 | $256.3K | 0.10% | −9−0.8% | Reduced |
| Summit Financial, LLC | 1,153 | $254.9K | 0.01% | −64−5.3% | Reduced |
| Cladis Investment Advisory, LLC | 1,151 | $254.3K | 0.18% | +11+1.0% | Added |
| Landing Point Financial Group, LLC | 1,572 | $253.2K | 0.19% | +1,572 | New |
| Univest Financial Corp | 1,142 | $252.4K | 0.02% | −575−33.5% | Reduced |
| Arrow Financial Corp | 1,140 | $251.9K | 0.02% | −50−4.2% | Reduced |
| Hancock Whitney Corp | 1,139 | $251.7K | 0.01% | −105−8.4% | Reduced |
| Socha Financial Group, LLC | 1,139 | $251.7K | 0.12% | +5+0.4% | Added |
| Stonegate Investment Group, LLC | 1,137 | $251.4K | 0.01% | +9+0.8% | Added |
| Smartleaf Asset Management LLC | 1,138 | $250.1K | 0.03% | +209+22.5% | Added |
| Ignite Planners, LLC | 1,127 | $250.1K | 0.05% | +2+0.2% | Added |
| Wealth Advisors of Iowa, LLC | 1,121 | $247.7K | 0.12% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,118 | $247.1K | 0.01% | −450−28.7% | Reduced |
| Strategic Investment Solutions, Inc. | 1,116 | $246.7K | 0.08% | −42−3.6% | Reduced |
| Meritas Wealth Management, LLC | 1,115 | $246.4K | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,110 | $245.3K | 0.01% | +13+1.2% | Added |
| ICONIQ Capital, LLC | 1,110 | $245.3K | 0.00% | +1,110 | New |
| Quest Partners LLC | 1,105 | $244.2K | 0.03% | +1,104+110,400.0% | Added |
| Spinnaker Trust | 1,102 | $243.5K | 0.02% | −315−22.2% | Reduced |
| E&G Advisors, LP | 1,095 | $242.0K | 0.07% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,095 | $242.0K | 0.14% | +1,095 | New |
| German American Bancorp, Inc. | 1,091 | $241.1K | 0.03% | +1+0.1% | Added |
| Black Cypress Capital Management, LLC | 1,082 | $239.1K | 0.21% | +1,082 | New |