Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2024: 1,340 institutions

Value heldQ4 2024: $32.3B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
New Age Alpha Advisors, LLC	100	$22.1K	0.00%	+36+56.3%	Added
Evelyn Partners Investment Management LLP	100	$22.1K	0.00%	+100	New
Farmers & Merchants Trust Co of Chambersburg PA	100	$22.0K	0.01%	−6−5.7%	Reduced
Hemington Wealth Management	103	$22.0K	0.01%	+14+15.7%	Added
Mowery & Schoenfeld Wealth Management, LLC	98	$21.7K	0.04%	+98	New
Sachetta, LLC	97	$21.4K	0.01%	−1−1.0%	Reduced
New Millennium Group LLC	97	$21.4K	0.01%	00.0%	Unchanged
Point72 Asia (Singapore) Pte. Ltd.	96	$21.3K	0.01%	+96	New
Hollencrest Capital Management	92	$20.3K	0.00%	00.0%	Unchanged
First Community Trust NA	85	$18.8K	0.01%	00.0%	Unchanged
CVA Family Office, LLC	80	$17.7K	0.00%	−215−72.9%	Reduced
JNBA Financial Advisors	80	$17.7K	0.00%	00.0%	Unchanged
Runnymede Capital Advisors, Inc.	80	$17.7K	0.02%	+80	New
Motco	78	$17.2K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	76	$16.8K	0.01%	+76	New
Hara Capital LLC	75	$16.6K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	73	$16.1K	0.00%	+42+135.5%	Added
Covestor Ltd	74	$16.0K	0.01%	00.0%	Unchanged
High Note Wealth, LLC	71	$15.7K	0.00%	+71	New
Larson Financial Group LLC	71	$15.6K	0.00%	−19−21.1%	Reduced
Graney & King, LLC	70	$15.5K	0.01%	+70	New
FSA Wealth Management LLC	70	$15.4K	0.01%	−93−57.1%	Reduced
First Financial Corp	68	$15.0K	0.01%	−41−37.6%	Reduced
Coston, McIsaac & Partners	72	$15.0K	0.00%	+1+1.4%	Added
TFC Financial Management	67	$14.8K	0.00%	+2+3.1%	Added
Financial Management Professionals, Inc.	66	$14.6K	0.00%	+5+8.2%	Added
Noble Wealth Management PBC	66	$14.6K	0.01%	+66	New
Fortitude Family Office, LLC	62	$13.7K	0.00%	−37−37.4%	Reduced
DT Investment Partners, LLC	62	$13.7K	0.00%	00.0%	Unchanged
Oarsman Capital, Inc.	61	$13.5K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	60	$13.3K	0.00%	−344−85.1%	Reduced
Aster Capital Management (DIFC) Ltd	59	$13.0K	0.00%	−3,974−98.5%	Reduced
Wood Tarver Financial Group, LLC	59	$13.0K	0.00%	+59	New
Aviso Financial Inc.	58	$12.8K	0.00%	−4,114−98.6%	Reduced
Abound Wealth Management	58	$12.8K	0.00%	−12−17.1%	Reduced
Richardson Financial Services Inc.	56	$12.3K	0.01%	+56	New
Global Trust Asset Management, LLC	55	$12.2K	0.00%	−325−85.5%	Reduced
Winch Advisory Services, LLC	52	$11.6K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$11.4K	0.01%	00.0%	Unchanged
Nemes Rush Group LLC	51	$11.3K	0.00%	+51	New
Caitlin John, LLC	51	$11.3K	0.01%	00.0%	Unchanged
Wellington Shields & Co., LLC	50	$11.1K	0.00%	−100−66.7%	Reduced
Kohmann Bosshard Financial Services, LLC	50	$11.1K	0.00%	+50	New
Crowley Wealth Management, Inc.	50	$11.1K	0.01%	+50	New
Bogart Wealth, LLC	49	$10.8K	0.00%	+13+36.1%	Added
Private Wealth Management Group, LLC	46	$10.2K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$10.0K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$9.95K	0.00%	−100−69.0%	Reduced
Promus Capital, LLC	44	$9.72K	0.01%	+44	New
Legend Financial Advisors, Inc.	43	$9.50K	0.01%	00.0%	Unchanged
Fedenia Advisers LLC	43	$9.50K	0.01%	+43	New
Ruedi Wealth Management, Inc.	42	$9.28K	0.00%	00.0%	Unchanged
Capital A Wealth Management, LLC	42	$9.28K	0.02%	+42	New
Dunhill Financial, LLC	42	$9.25K	0.00%	−4−8.7%	Reduced
Park Square Financial Group, LLC	41	$9.06K	0.01%	+41	New
Caldwell Trust Co	40	$8.84K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	39	$8.62K	0.00%	−20−33.9%	Reduced
Mascoma Wealth Management LLC	38	$8.40K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	37	$8.18K	0.00%	−2−5.1%	Reduced
Murphy & Mullick Capital Management Corp	37	$8.18K	0.01%	+37	New
Meeder Asset Management Inc	36	$7.96K	0.00%	−6−14.3%	Reduced
HighMark Wealth Management LLC	34	$7.53K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	33	$7.29K	0.00%	+12+57.1%	Added
FPC Investment Advisory, Inc.	40	$7.23K	0.01%	+40	New
BOK Financial Private Wealth, Inc.	32	$7.07K	0.00%	+2+6.7%	Added
Wolff Wiese Magana LLC	31	$6.85K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	30	$6.63K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	29	$6.50K	0.00%	+4+16.0%	Added
First Pacific Financial	26	$5.75K	0.00%	+26	New
ZRC Wealth Management, LLC	26	$5.75K	0.00%	+26	New
Sierra Ocean, LLC	25	$5.55K	0.00%	+25	New
IAG Wealth Partners, LLC	25	$5.53K	0.00%	00.0%	Unchanged
Centennial Bank	25	$5.53K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	25	$5.53K	0.00%	+25	New
Rocky Mountain Advisers, LLC	24	$5.30K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	24	$5.30K	0.00%	+12+100.0%	Added
TCTC Holdings, LLC	23	$5.08K	0.00%	+23	New
Ogorek Anthony Joseph	24	$5.00K	0.00%	−9−27.3%	Reduced
Accredited Wealth Management, LLC	22	$4.86K	0.00%	+22	New
Raleigh Capital Management Inc.	21	$4.64K	0.00%	−13−38.2%	Reduced
Raffa Wealth Management, LLC	21	$4.64K	0.00%	00.0%	Unchanged
Clark Wealth Partners	20	$4.51K	0.00%	+20	New
Pension & Wealth Management Advisors, Inc.	20	$4.49K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	20	$4.42K	0.00%	−20−50.0%	Reduced
Heritage Wealth Advisors	20	$4.42K	0.00%	+4+25.0%	Added
Rakuten Securities, Inc.	20	$4.42K	0.00%	+5+33.3%	Added
Investment Management Corp	20	$4.42K	0.00%	+20	New
Compass Planning Associates Inc	18	$4.02K	0.00%	+18	New
Avion Wealth	21	$4.00K	0.00%	+7+50.0%	Added
CoreFirst Bank & Trust	17	$3.76K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	16	$3.58K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	16	$3.54K	0.00%	+1+6.7%	Added
Tucker Asset Management LLC	16	$3.54K	0.00%	+3+23.1%	Added
Modus Advisors, LLC	15	$3.36K	0.00%	+15	New
Breakwater Investment Management	15	$3.31K	0.00%	00.0%	Unchanged
Transce3nd, LLC	15	$3.31K	0.00%	+15	New
Painted Porch Advisors LLC	14	$3.09K	0.00%	+14	New
Highline Wealth Partners LLC	13	$2.92K	0.00%	−71−84.5%	Reduced
Pacific Capital Wealth Advisors, Inc	12	$2.65K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	12	$2.65K	0.00%	+12	New