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 |
|---|---|---|---|---|---|
| Sone Capital Management, LLC | 50,828 | $11.2M | 1.42% | +50,828 | New |
| Stephens Inc | 50,427 | $11.1M | 0.16% | −1,026−2.0% | Reduced |
| Gotham Asset Management, LLC | 49,752 | $11.0M | 0.10% | +41,995+541.4% | Added |
| Tocqueville Asset Management L.P. | 48,946 | $10.8M | 0.17% | −24,211−33.1% | Reduced |
| Stonebridge Capital Advisors LLC | 48,411 | $10.7M | 0.86% | +11,151+29.9% | Added |
| Copeland Capital Management, LLC | 47,809 | $10.6M | 0.20% | −8,403−14.9% | Reduced |
| Whittier Trust Co | 47,700 | $10.5M | 0.14% | −220−0.5% | Reduced |
| Engineers Gate Manager LP | 47,411 | $10.5M | 0.18% | +47,411 | New |
| Resona Asset Management Co.,Ltd. | 47,012 | $10.4M | 0.06% | −2,659−5.4% | Reduced |
| Comerica Bank | 46,940 | $10.4M | 0.04% | −20,695−30.6% | Reduced |
| South Street Advisors LLC | 46,653 | $10.3M | 1.58% | +100.0% | Added |
| Cohen Capital Management, Inc. | 46,493 | $10.3M | 1.71% | +400+0.9% | Added |
| Azimuth Capital Investment Management LLC | 46,486 | $10.3M | 0.40% | −16,562−26.3% | Reduced |
| Arizona State Retirement System | 46,483 | $10.3M | 0.06% | −531−1.1% | Reduced |
| STRS Ohio | 45,905 | $10.1M | 0.04% | +7,689+20.1% | Added |
| Cornerstone Capital, Inc. | 45,858 | $10.1M | 1.07% | −5,234−10.2% | Reduced |
| Grassi Investment Management | 45,854 | $10.1M | 0.86% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 45,779 | $10.1M | 0.74% | −1,310−2.8% | Reduced |
| Group One Trading, L.P. | 45,234 | $10.0M | 0.34% | +23,023+103.7% | Added |
| Quantbot Technologies LP | 44,338 | $9.80M | 0.36% | +44,338 | New |
| FORA Capital, LLC | 43,576 | $9.63M | 1.10% | +24,647+130.2% | Added |
| Credit Agricole S A | 43,528 | $9.62M | 0.03% | +37,246+592.9% | Added |
| Washington Trust Bank | 43,447 | $9.60M | 0.92% | −93−0.2% | Reduced |
| Madison Asset Management, LLC | 43,400 | $9.59M | 0.11% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 43,400 | $9.59M | 0.11% | +43,400 | New |
| State of Michigan Retirement System | 42,358 | $9.36M | 0.05% | −300−0.7% | Reduced |
| Man Group plc | 42,066 | $9.30M | 0.03% | +35,719+562.8% | Added |
| Cetera Investment Advisers | 41,561 | $9.18M | 0.02% | −4,617−10.0% | Reduced |
| MetLife Investment Management | 41,377 | $9.14M | 0.05% | +589+1.4% | Added |
| Dillon & Associates Inc | 40,872 | $9.03M | 1.25% | −1,792−4.2% | Reduced |
| WSFS Capital Management, LLC | 39,601 | $8.75M | 0.47% | −1,496−3.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,467 | $8.72M | 0.02% | −3,778−8.7% | Reduced |
| Canandaigua National Bank & Trust Co | 39,371 | $8.70M | 0.86% | −1,080−2.7% | Reduced |
| CIBC World Markets Inc. | 39,256 | $8.68M | 0.02% | +7,882+25.1% | Added |
| Jacobs & Co | 39,189 | $8.66M | 0.88% | +1,564+4.2% | Added |
| Wesbanco Bank Inc | 38,665 | $8.54M | 0.29% | +901+2.4% | Added |
| Trexquant Investment LP | 38,213 | $8.45M | 0.10% | +14,668+62.3% | Added |
| Segall Bryant & Hamill, LLC | 37,572 | $8.30M | 0.11% | −14,449−27.8% | Reduced |
| Camden National Bank | 37,362 | $8.26M | 1.24% | +6,250+20.1% | Added |
| Sit Investment Associates Inc | 37,326 | $8.25M | 0.19% | −3,011−7.5% | Reduced |
| Compass Wealth Management LLC | 37,207 | $8.22M | 1.98% | −632−1.7% | Reduced |
| Scotia Capital Inc. | 37,150 | $8.21M | 0.04% | +4,016+12.1% | Added |
| BancorpSouth Bank | 37,030 | $8.18M | 0.55% | +642+1.8% | Added |
| Forsta Ap-Fonden | 36,500 | $8.07M | 0.06% | −900−2.4% | Reduced |
| Altrinsic Global Advisors LLC | 36,374 | $8.04M | 0.39% | +36,374 | New |
| DnB Asset Management AS | 36,173 | $7.99M | 0.03% | +2,968+8.9% | Added |
| Corebridge Financial, Inc. | 35,882 | $7.93M | 0.04% | −1,854−4.9% | Reduced |
| Brevan Howard Capital Management LP | 35,812 | $7.91M | 0.20% | +35,812 | New |
| Leeward Investments, LLC - MA | 35,751 | $7.90M | 0.39% | −1,238−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,754 | $7.90M | 0.07% | −5,854−14.1% | Reduced |
| Mariner, LLC | 34,833 | $7.70M | 0.01% | +405+1.2% | Added |
| Avantax Advisory Services, Inc. | 34,532 | $7.63M | 0.05% | −24−0.1% | Reduced |
| Czech National Bank | 33,851 | $7.48M | 0.07% | +1,933+6.1% | Added |
| Retirement Systems of Alabama | 33,802 | $7.47M | 0.03% | −829−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,196 | $7.34M | 0.05% | −913−2.7% | Reduced |
| First American Bank | 32,850 | $7.26M | 0.51% | +281+0.9% | Added |
| Point72 (DIFC) Ltd | 32,513 | $7.19M | 0.65% | +32,513 | New |
| Harbour Trust & Investment Management Co | 32,445 | $7.17M | 0.82% | −627−1.9% | Reduced |
| IFM Investors Pty Ltd | 32,350 | $7.15M | 0.07% | −2,912−8.3% | Reduced |
| Great Lakes Advisors, LLC | 32,095 | $7.09M | 0.06% | −2,693−7.7% | Reduced |
| TCG Advisory Services, LLC | 31,870 | $7.04M | 0.30% | −4,290−11.9% | Reduced |
| GHP Investment Advisors, Inc. | 31,807 | $7.03M | 0.33% | −1,827−5.4% | Reduced |
| Roffman Miller Associates Inc | 31,435 | $6.95M | 0.43% | −457−1.4% | Reduced |
| British Columbia Investment Management Corp | 31,282 | $6.91M | 0.04% | +3,925+14.3% | Added |
| Narwhal Capital Management | 30,880 | $6.82M | 0.60% | −2,729−8.1% | Reduced |
| South State Corp. | 30,857 | $6.82M | 0.45% | −2,418−7.3% | Reduced |
| Ethic Inc. | 30,648 | $6.77M | 0.14% | +355+1.2% | Added |
| Amalgamated Bank | 30,162 | $6.67M | 0.05% | −767−2.5% | Reduced |
| WealthPlan Investment Management, LLC | 30,157 | $6.66M | 0.66% | −30.0% | Reduced |
| USS Investment Management Ltd | 30,129 | $6.66M | 0.05% | −6,199−17.1% | Reduced |
| MML Investors Services, LLC | 29,918 | $6.61M | 0.02% | −24,289−44.8% | Reduced |
| CCM Investment Advisers LLC | 29,631 | $6.55M | 0.72% | −5,431−15.5% | Reduced |
| Patten & Patten Inc | 29,374 | $6.49M | 0.43% | −4,864−14.2% | Reduced |
| Wolverine Trading, LLC | 29,291 | $6.43M | 0.14% | +25,411+654.9% | Added |
| Triglav Skladi, D.O.O. | 28,850 | $6.38M | 0.50% | +28,850 | New |
| Storebrand Asset Management AS | 28,796 | $6.36M | 0.02% | +1,750+6.5% | Added |
| NS Partners Ltd | 28,349 | $6.27M | 0.26% | −300−1.0% | Reduced |
| Point72 Hong Kong Ltd | 28,200 | $6.23M | 0.39% | +28,200 | New |
| Entropy Technologies, LP | 27,857 | $6.16M | 0.63% | +21,520+339.6% | Added |
| DekaBank Deutsche Girozentrale | 27,800 | $6.14M | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 27,600 | $6.10M | 0.18% | +27,600 | New |
| Blair William & Co | 27,445 | $6.07M | 0.02% | −736−2.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 26,850 | $5.93M | 2.18% | −80−0.3% | Reduced |
| Virtu Financial LLC | 26,620 | $5.88M | 0.31% | +26,620 | New |
| MMBG Investment Advisors Co. | 26,486 | $5.85M | 0.62% | +1,450+5.8% | Added |
| Utah Retirement Systems | 26,384 | $5.83M | 0.06% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 26,299 | $5.81M | 2.57% | +609+2.4% | Added |
| Providence Capital Advisors, LLC | 25,986 | $5.74M | 1.16% | +25,921+39,878.5% | Added |
| Patton Albertson Miller Group, LLC | 25,960 | $5.74M | 0.77% | +1,702+7.0% | Added |
| HGK Asset Management Inc | 25,779 | $5.70M | 1.05% | +2,015+8.5% | Added |
| Pinebridge Investments, L.P. | 25,701 | $5.68M | 0.04% | −4,220−14.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,513 | $5.64M | 0.02% | +236+0.9% | Added |
| Assetmark, Inc | 25,071 | $5.54M | 0.02% | +2,462+10.9% | Added |
| CIBC Asset Management Inc | 24,718 | $5.46M | 0.02% | +1,042+4.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,462 | $5.41M | 0.02% | −34,747−58.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,379 | $5.39M | 0.05% | −3,500−12.6% | Reduced |
| Abn Amro Investment Solutions | 24,374 | $5.39M | 0.10% | −4,269−14.9% | Reduced |
| Pinnacle Associates Ltd | 24,069 | $5.32M | 0.07% | +8,220+51.9% | Added |
| Walleye Capital LLC | 23,872 | $5.28M | 0.05% | −35,346−59.7% | Reduced |
| Fisher Funds Management LTD | 23,678 | $5.23M | 0.13% | +23,678 | New |