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 |
|---|---|---|---|---|---|
| United Community Bank | 529 | $116.9K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 507 | $112.1K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $110.5K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 500 | $110.5K | 0.08% | +500 | New |
| Briaud Financial Planning, Inc | 500 | $110.0K | 0.04% | +500 | New |
| Princeton Global Asset Management LLC | 475 | $105.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 465 | $102.8K | 0.03% | −41−8.1% | Reduced |
| Prestige Wealth Management Group LLC | 463 | $102.3K | 0.02% | −7−1.5% | Reduced |
| Vestor Capital, LLC | 453 | $100.0K | 0.01% | +3+0.7% | Added |
| Duncker Streett & Co Inc | 445 | $98.3K | 0.02% | +35+8.5% | Added |
| City State Bank | 439 | $97.0K | 0.03% | 00.0% | Unchanged |
| YANKCOM Partnership | 426 | $94.1K | 0.05% | +426 | New |
| Tobam | 426 | $94.0K | 0.03% | +115+37.0% | Added |
| Cromwell Holdings LLC | 425 | $93.9K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 417 | $92.2K | 0.09% | +417 | New |
| Penserra Capital Management LLC | 411 | $90.0K | 0.00% | +396+2,640.0% | Added |
| Optimum Investment Advisors | 400 | $88.4K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $88.4K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 380 | $84.0K | 0.05% | +380 | New |
| Capital Advisors, Ltd. LLC | 372 | $82.0K | 0.01% | +6+1.6% | Added |
| Cetera Trust Company, N.A | 350 | $77.3K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 349 | $77.1K | 0.02% | +349 | New |
| Rothschild Investment LLC | 347 | $76.7K | 0.01% | −45−11.5% | Reduced |
| Riverview Trust Co | 343 | $75.8K | 0.07% | −3−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 335 | $74.0K | 0.00% | −136−28.9% | Reduced |
| General Partner, Inc. | 332 | $73.4K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 310 | $68.0K | 0.01% | +1+0.3% | Added |
| ORG Partners LLC | 303 | $67.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 291 | $64.0K | 0.00% | +104+55.6% | Added |
| Continuum Advisory, LLC | 288 | $63.6K | 0.01% | +36+14.3% | Added |
| Lindbrook Capital, LLC | 265 | $58.6K | 0.01% | −68−20.4% | Reduced |
| TSFG, LLC | 252 | $56.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 252 | $55.7K | 0.05% | −5−1.9% | Reduced |
| State of Wyoming | 252 | $55.7K | 0.01% | +9+3.7% | Added |
| Advantage Trust Co | 250 | $55.3K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 250 | $55.3K | 0.01% | +250 | New |
| SRS Capital Advisors, Inc. | 247 | $54.6K | 0.00% | +34+16.0% | Added |
| Albion Financial Group | 245 | $54.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 235 | $51.9K | 0.01% | +1+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 227 | $50.2K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $49.3K | 0.04% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 222 | $49.2K | 0.02% | +1+0.5% | Added |
| Empirical Asset Management, LLC | 39,786 | $48.0K | 0.02% | +39,786 | New |
| Venturi Wealth Management, LLC | 216 | $47.7K | 0.00% | +20+10.2% | Added |
| Silicon Valley Capital Partners | 209 | $46.2K | 0.01% | +1+0.5% | Added |
| Glen Eagle Advisors, LLC | 206 | $45.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 204 | $45.1K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $44.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $44.2K | 0.01% | 00.0% | Unchanged |
| Capital & Planning, LLC | 200 | $44.2K | 0.03% | +200 | New |
| Fourth Dimension Wealth, LLC | 200 | $44.2K | 0.02% | +200 | New |
| Catherine Avery Investment Management LLC | 200 | $44.2K | 0.04% | +200 | New |
| Eagle Bay Advisors LLC | 197 | $43.5K | 0.03% | −211−51.7% | Reduced |
| Pinnacle Bancorp, Inc. | 191 | $42.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 158 | $41.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 185 | $40.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 184 | $40.7K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $39.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 175 | $38.7K | 0.00% | −814−82.3% | Reduced |
| Johnson Financial Group, Inc. | 212 | $38.3K | 0.00% | −202−48.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $36.7K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 166 | $36.7K | 0.01% | +166 | New |
| Quent Capital, LLC | 163 | $36.0K | 0.00% | +4+2.5% | Added |
| Whipplewood Advisors, LLC | 162 | $35.8K | 0.02% | +162 | New |
| Centricity Wealth Management, LLC | 159 | $35.1K | 0.03% | +159 | New |
| Versant Capital Management, Inc | 158 | $34.9K | 0.01% | +142+887.5% | Added |
| Consultiva Wealth Management, Corp. | 153 | $33.8K | 0.17% | +153 | New |
| Eastern Bank | 150 | $33.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $33.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $33.1K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 145 | $32.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 141 | $31.4K | 0.02% | +6+4.4% | Added |
| Optiver Holding B.V. | 139 | $30.7K | 0.00% | +139 | New |
| Colonial Trust Advisors | 135 | $29.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 133 | $29.4K | 0.00% | +31+30.4% | Added |
| Minot DeBlois Advisors LLC | 130 | $28.7K | 0.03% | +130 | New |
| J.Safra Asset Management Corp | 128 | $28.1K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $28.0K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 127 | $27.9K | 0.00% | +127 | New |
| Washington Trust Advisors, Inc. | 125 | $27.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $27.4K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 122 | $27.0K | 0.00% | +122 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $26.3K | 0.00% | −31−20.7% | Reduced |
| SBI Securities Co., Ltd. | 119 | $26.3K | 0.00% | +119 | New |
| Carolinas Wealth Consulting LLC | 118 | $26.0K | 0.01% | −34−22.4% | Reduced |
| Hanson & Doremus Investment Management | 119 | $26.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 119 | $26.0K | 0.00% | +42+54.5% | Added |
| Davis Capital Management | 116 | $25.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 115 | $25.4K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 114 | $25.2K | 0.02% | +114 | New |
| Mainstream Capital Management LLC | 111 | $24.5K | 0.02% | +111 | New |
| Hurley Capital, LLC | 110 | $24.4K | 0.02% | +110 | New |
| Farmers & Merchants Investments Inc | 105 | $23.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 105 | $23.2K | 0.00% | +5+5.0% | Added |
| Global Financial Private Client, LLC | 101 | $22.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $22.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $22.1K | 0.01% | 00.0% | Unchanged |