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 |
|---|---|---|---|---|---|
| Aviso Wealth Management | 1,079 | $238.5K | 0.12% | −23−2.1% | Reduced |
| Perpetual Ltd | 1,079 | $238.5K | 0.00% | −17−1.6% | Reduced |
| Purus Wealth Management, LLC | 1,072 | $236.9K | 0.09% | 00.0% | Unchanged |
| Generation Capital Management LLC | 1,070 | $236.5K | 0.20% | +1,070 | New |
| Vise Technologies, Inc. | 1,070 | $236.4K | 0.02% | +1,070 | New |
| Bordeaux Wealth Advisors LLC | 1,069 | $236.2K | 0.04% | −2−0.2% | Reduced |
| Hickory Point Bank & Trust | 1,069 | $236.2K | 0.21% | +1,069 | New |
| Howard Capital Management Inc. | 1,068 | $236.0K | 0.00% | +54+5.3% | Added |
| Colonial Trust Co | 1,067 | $235.8K | 0.04% | +336+46.0% | Added |
| Strategic Financial Concepts, LLC | 1,066 | $235.7K | 0.05% | +1,066 | New |
| Accurate Wealth Management, LLC | 1,293 | $235.1K | 0.05% | −2−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,060 | $234.3K | 0.01% | −8−0.7% | Reduced |
| Alta Capital Management LLC | 1,059 | $234.2K | 0.01% | +3+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,053 | $232.7K | 0.02% | −13−1.2% | Reduced |
| NWF Advisory Services Inc. | 1,051 | $232.3K | 0.03% | +267+34.1% | Added |
| Shelton Wealth Management, LLC | 1,051 | $232.2K | 0.13% | −1,855−63.8% | Reduced |
| Searle & Co. | 1,050 | $232.1K | 0.07% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,047 | $231.4K | 0.01% | −46−4.2% | Reduced |
| Atlantic Trust, LLC | 1,044 | $230.7K | 0.05% | +878+528.9% | Added |
| Panagora Asset Management Inc | 1,033 | $228.3K | 0.00% | −4,664−81.9% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $227.2K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $227.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,023 | $226.0K | 0.00% | +2+0.2% | Added |
| Geller Advisors LLC | 1,015 | $224.3K | 0.01% | −16−1.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,008 | $222.8K | 0.01% | −42−4.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,007 | $222.5K | 0.06% | −1,220−54.8% | Reduced |
| McLean Asset Management Corp | 1,002 | $221.4K | 0.07% | +6+0.6% | Added |
| Brighton Jones LLC | 1,001 | $221.3K | 0.01% | +187+23.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $221.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $221.0K | 0.08% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $221.0K | 0.07% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 989 | $218.6K | 0.16% | +989 | New |
| Granite Harbor Advisors, Inc. | 987 | $218.1K | 0.12% | +36+3.8% | Added |
| Umpqua Bank | 1,194 | $217.5K | 0.08% | +44+3.8% | Added |
| Barry Investment Advisors, LLC | 983 | $217.2K | 0.07% | +1+0.1% | Added |
| Conning Inc. | 979 | $216.4K | 0.01% | −26−2.6% | Reduced |
| Boothbay Fund Management, LLC | 977 | $215.9K | 0.01% | +977 | New |
| Mattern Wealth Management LLC | 976 | $215.7K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 975 | $215.5K | 0.05% | −9−0.9% | Reduced |
| Strategic Investment Advisors | 975 | $215.4K | 0.02% | −181−15.7% | Reduced |
| Birchcreek Wealth Management, LLC | 973 | $215.0K | 0.14% | +973 | New |
| Signaturefd, LLC | 969 | $214.1K | 0.00% | −101−9.4% | Reduced |
| Kraematon Investment Advisors, Inc | 962 | $212.6K | 0.21% | −123−11.3% | Reduced |
| Seneca Financial Advisors LLC | 955 | $211.0K | 0.10% | +4+0.4% | Added |
| FFT Wealth Management LLC | 954 | $210.8K | 0.02% | +7+0.7% | Added |
| Archford Capital Strategies, LLC | 951 | $210.2K | 0.03% | −49−4.9% | Reduced |
| Concurrent Investment Advisors, LLC | 944 | $208.6K | 0.01% | +38+4.2% | Added |
| Capital Investment Advisors, LLC | 941 | $208.0K | 0.00% | +11+1.2% | Added |
| AA Financial Advisors, LLC | 940 | $207.7K | 0.06% | −382−28.9% | Reduced |
| Scientech Research LLC | 934 | $206.4K | 0.06% | +934 | New |
| Arvest Bank Trust Division | 932 | $206.0K | 0.01% | −12−1.3% | Reduced |
| Journey Advisory Group, LLC | 800 | $205.8K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 931 | $205.8K | 0.02% | −250−21.2% | Reduced |
| Golden State Wealth Management, LLC | 930 | $205.7K | 0.03% | +930 | New |
| Leeward Financial Partners, LLC | 931 | $205.7K | 0.07% | +142+18.0% | Added |
| Beacon Financial Group | 929 | $205.3K | 0.02% | −10−1.1% | Reduced |
| Baxter Bros Inc | 925 | $204.4K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $204.4K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 925 | $204.4K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 924 | $204.2K | 0.01% | +52+6.0% | Added |
| Mission Wealth Management, LP | 924 | $204.2K | 0.00% | +924 | New |
| Clare Market Investments LLC | 924 | $204.2K | 0.05% | −102−9.9% | Reduced |
| Philip James Wealth Mangement, LLC | 923 | $204.1K | 0.03% | +68+8.0% | Added |
| Boston Family Office LLC | 923 | $204.0K | 0.01% | −112−10.8% | Reduced |
| Weybosset Research & Management LLC | 925 | $204.0K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 921 | $203.5K | 0.00% | −8−0.9% | Reduced |
| Regatta Capital Group, LLC | 920 | $203.3K | 0.04% | +21+2.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 917 | $202.7K | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 917 | $201.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 906 | $200.2K | 0.10% | −123−12.0% | Reduced |
| ESL Trust Services, LLC | 900 | $198.9K | 0.04% | +900 | New |
| Van Hulzen Asset Management, LLC | 880 | $194.5K | 0.01% | +880 | New |
| Washington Trust Co | 870 | $192.3K | 0.01% | −15−1.7% | Reduced |
| Bayforest Capital Ltd | 868 | $191.8K | 0.24% | +868 | New |
| AdvisorNet Financial, Inc | 854 | $188.7K | 0.02% | +241+39.3% | Added |
| Manchester Capital Management LLC | 851 | $188.1K | 0.02% | +129+17.9% | Added |
| Key Financial Inc | 843 | $186.3K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 836 | $184.8K | 0.18% | +836 | New |
| GeoWealth Management, LLC | 819 | $181.0K | 0.01% | −43−5.0% | Reduced |
| Creative Financial Designs Inc | 811 | $179.2K | 0.01% | +55+7.3% | Added |
| Smithfield Trust Co | 794 | $179.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 806 | $178.1K | 0.02% | +173+27.3% | Added |
| Hall Laurie J Trustee | 770 | $170.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 929 | $166.3K | 0.01% | −1,220−56.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $164.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 741 | $163.7K | 0.01% | −71−8.7% | Reduced |
| Geneos Wealth Management Inc. | 740 | $163.5K | 0.01% | −43−5.5% | Reduced |
| Medallion Wealth Advisors, LLC | 828 | $152.6K | 0.08% | +828 | New |
| Parkside Financial Bank & Trust | 660 | $145.9K | 0.02% | −17−2.5% | Reduced |
| Mather Group, LLC. | 641 | $141.7K | 0.00% | −62−8.8% | Reduced |
| Acadian Asset Management LLC | 637 | $140.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 620 | $137.0K | 0.13% | +620 | New |
| Asset Planning,Inc | 611 | $135.0K | 0.10% | +611 | New |
| Sterling Capital Management LLC | 609 | $134.6K | 0.00% | −14,573−96.0% | Reduced |
| Rosenberg Matthew Hamilton | 608 | $134.4K | 0.03% | −250−29.1% | Reduced |
| Sentry Investment Management LLC | 604 | $133.0K | 0.06% | −98−14.0% | Reduced |
| Ramirez Asset Management, Inc. | 600 | $132.6K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 582 | $128.6K | 0.03% | +452+347.7% | Added |
| Ci Investments Inc. | 578 | $128.0K | 0.00% | −2,479−81.1% | Reduced |
| Ameriflex Group, Inc. | 653 | $118.1K | 0.05% | +653 | New |