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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 23,604 | $5.22M | 0.01% | +2,199+10.3% | Added |
| Allianz Asset Management GmbH | 23,462 | $5.19M | 0.01% | +4,668+24.8% | Added |
| Edmond de Rothschild Holding S.A. | 23,368 | $5.16M | 0.09% | +1,168+5.3% | Added |
| Brandywine Global Investment Management, LLC | 23,180 | $5.12M | 0.04% | −1,950−7.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 23,138 | $5.11M | 0.05% | +23,138 | New |
| Oak Ridge Investments LLC | 23,027 | $5.09M | 0.40% | −2,336−9.2% | Reduced |
| Voleon Capital Management LP | 22,902 | $5.06M | 0.38% | +22,902 | New |
| Financial Counselors Inc | 22,885 | $5.06M | 0.07% | −1,459−6.0% | Reduced |
| Pathstone Holdings, LLC | 22,825 | $5.03M | 0.02% | −2,108−8.5% | Reduced |
| Liberty Capital Management, Inc. | 22,663 | $5.01M | 1.11% | +501+2.3% | Added |
| Salem Investment Counselors Inc | 22,647 | $5.00M | 0.16% | −531−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 22,270 | $4.92M | 0.02% | −416−1.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,871 | $4.83M | 0.02% | −25,704−54.0% | Reduced |
| Sanctuary Advisors, LLC | 26,210 | $4.83M | 0.03% | −631−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 21,652 | $4.79M | 0.11% | +907+4.4% | Added |
| Xponance, Inc. | 21,506 | $4.75M | 0.04% | −494−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 21,456 | $4.74M | 0.07% | −3,733−14.8% | Reduced |
| Daiwa Securities Group Inc. | 21,135 | $4.67M | 0.02% | +1,457+7.4% | Added |
| 2Xideas AG | 21,100 | $4.66M | 0.62% | −8,715−29.2% | Reduced |
| Bank of Nova Scotia | 21,091 | $4.66M | 0.01% | +688+3.4% | Added |
| Gabelli Funds LLC | 21,000 | $4.64M | 0.03% | −400−1.9% | Reduced |
| New York Life Investment Management LLC | 20,981 | $4.64M | 0.05% | +88+0.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 20,560 | $4.54M | 1.13% | −3,313−13.9% | Reduced |
| Simplex Trading, LLC | 20,544 | $4.54M | 0.13% | +5,062+32.7% | Added |
| Bryn Mawr Trust Co | 20,394 | $4.51M | 0.08% | −101−0.5% | Reduced |
| Yousif Capital Management, LLC | 20,288 | $4.48M | 0.05% | −388−1.9% | Reduced |
| Legacy Private Trust Co. | 20,241 | $4.47M | 0.29% | −695−3.3% | Reduced |
| Coldstream Capital Management Inc | 20,142 | $4.45M | 0.09% | +296+1.5% | Added |
| Nissay Asset Management Corp | 19,930 | $4.44M | 0.03% | −170−0.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 20,001 | $4.42M | 1.27% | +335+1.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 20,000 | $4.42M | 0.49% | +20,000 | New |
| Pacer Advisors, Inc. | 19,830 | $4.38M | 0.01% | −9,052−31.3% | Reduced |
| River Wealth Advisors LLC | 19,435 | $4.30M | 0.57% | +67+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,278 | $4.26M | 0.01% | −3,526−15.5% | Reduced |
| Miracle Mile Advisors, LLC | 19,180 | $4.24M | 0.09% | +19,180 | New |
| Intact Investment Management Inc. | 19,000 | $4.20M | 0.15% | +590+3.2% | Added |
| Toth Financial Advisory Corp | 18,925 | $4.18M | 0.49% | +165+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 18,915 | $4.18M | 0.00% | +18,915 | New |
| Moors & Cabot, Inc. | 18,782 | $4.15M | 0.20% | −13,359−41.6% | Reduced |
| Mutual of America Capital Management LLC | 18,712 | $4.14M | 0.04% | −14,511−43.7% | Reduced |
| Resources Management Corp | 18,667 | $4.13M | 0.56% | −429−2.2% | Reduced |
| Atria Investments LLC | 18,652 | $4.12M | 0.05% | −4,031−17.8% | Reduced |
| Soros Capital Management LLC | 18,632 | $4.12M | 0.64% | +4,982+36.5% | Added |
| Ostrum Asset Management | 18,630 | $4.12M | 0.36% | −5,089−21.5% | Reduced |
| Public Sector Pension Investment Board | 18,485 | $4.09M | 0.02% | +12,581+213.1% | Added |
| Kestra Advisory Services, LLC | 18,482 | $4.08M | 0.02% | −5,704−23.6% | Reduced |
| Peddock Capital Advisors, LLC | 18,364 | $4.06M | 0.97% | −112−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 18,324 | $4.05M | 0.07% | −900−4.7% | Reduced |
| Snowden Capital Advisors LLC | 18,254 | $4.03M | 0.13% | −511−2.7% | Reduced |
| Lee Danner & Bass Inc | 18,011 | $3.98M | 0.32% | −419−2.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 17,897 | $3.96M | 0.72% | +546+3.1% | Added |
| State of Alaska, Department of Revenue | 17,801 | $3.93M | 0.04% | −400−2.2% | Reduced |
| Oak Asset Management, LLC | 17,611 | $3.89M | 1.44% | +71+0.4% | Added |
| Federated Hermes, Inc. | 17,523 | $3.87M | 0.01% | −69,258−79.8% | Reduced |
| Aviance Capital Partners, LLC | 17,511 | $3.87M | 0.53% | +677+4.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,497 | $3.87M | 0.04% | +381+2.2% | Added |
| First Manhattan Co | 17,426 | $3.85M | 0.01% | +232+1.3% | Added |
| Robeco Institutional Asset Management B.V. | 17,419 | $3.85M | 0.01% | +7,424+74.3% | Added |
| Mercer Global Advisors Inc | 17,325 | $3.83M | 0.01% | −6,235−26.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,275 | $3.82M | 0.06% | −1,390−7.4% | Reduced |
| Captrust Financial Advisors | 17,236 | $3.81M | 0.01% | −440−2.5% | Reduced |
| Addison Capital Co | 17,193 | $3.80M | 1.51% | −4,041−19.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,113 | $3.78M | 0.01% | −539−3.1% | Reduced |
| Infusive Asset Management Inc. | 17,083 | $3.78M | 1.68% | +10,474+158.5% | Added |
| First Financial Bank - Trust Division | 17,003 | $3.76M | 0.35% | −8,805−34.1% | Reduced |
| Arrow Capital Pty Ltd | 17,000 | $3.76M | 3.44% | +17,000 | New |
| Parallel Advisors, LLC | 16,922 | $3.74M | 0.08% | −115−0.7% | Reduced |
| Natixis | 16,687 | $3.69M | 0.03% | −3,749−18.3% | Reduced |
| Brookstone Capital Management | 16,654 | $3.68M | 0.05% | +920+5.8% | Added |
| Empowered Funds, LLC | 16,575 | $3.66M | 0.05% | +6,391+62.8% | Added |
| Swiss Life Asset Management Ltd | 16,565 | $3.66M | 0.03% | +9,086+121.5% | Added |
| St Germain D J Co Inc | 16,528 | $3.65M | 0.17% | −1,054−6.0% | Reduced |
| Elo Mutual Pension Insurance Co | 16,494 | $3.65M | 0.08% | +2,020+14.0% | Added |
| Capital International Sarl | 16,433 | $3.63M | 0.08% | +313+1.9% | Added |
| Alpha Omega Wealth Management LLC | 16,374 | $3.62M | 0.69% | −182−1.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 16,356 | $3.61M | 0.12% | +1,147+7.5% | Added |
| Kavar Capital Partners Group, LLC | 16,347 | $3.61M | 0.61% | −76−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,021 | $3.57M | 0.01% | +3,660+29.6% | Added |
| Hedeker Wealth, LLC | 16,126 | $3.56M | 0.89% | +100+0.6% | Added |
| Shelton Capital Management | 16,001 | $3.54M | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,962 | $3.53M | 0.03% | +8,018+100.9% | Added |
| Cox Capital Mgt LLC | 15,821 | $3.50M | 2.24% | −298−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,682 | $3.47M | 0.03% | +821+5.5% | Added |
| Aureus Asset Management, LLC | 15,592 | $3.45M | 0.22% | +1,341+9.4% | Added |
| Trust Co of Vermont | 15,546 | $3.44M | 0.17% | −5,809−27.2% | Reduced |
| Toroso Investments, LLC | 15,466 | $3.42M | 0.03% | +6,926+81.1% | Added |
| Fayez Sarofim & Co | 15,390 | $3.40M | 0.01% | +2,850+22.7% | Added |
| Burney Co | 15,350 | $3.39M | 0.12% | −21−0.1% | Reduced |
| Freemont Management S.A. | 15,000 | $3.36M | 1.65% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 15,122 | $3.34M | 0.13% | −1,164−7.1% | Reduced |
| Oppenheimer & Co Inc | 15,046 | $3.33M | 0.05% | +2,244+17.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 15,028 | $3.32M | 0.83% | −1,140−7.1% | Reduced |
| Ossiam | 14,816 | $3.27M | 0.06% | −2,184−12.8% | Reduced |
| Mizuho Securities USA LLC | 14,797 | $3.27M | 0.06% | +4,637+45.6% | Added |
| Occudo Quantitative Strategies LP | 14,473 | $3.20M | 0.58% | +8,477+141.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,341 | $3.17M | 0.01% | −3,075−17.7% | Reduced |
| UniSuper Management Pty Ltd | 14,029 | $3.10M | 0.02% | +2,859+25.6% | Added |
| Southern Style Financial, Inc. | 13,891 | $3.07M | 2.49% | +13,891 | New |
| Private Advisor Group, LLC | 13,784 | $3.05M | 0.02% | −1,207−8.1% | Reduced |
| Robbins Farley LLC | 13,774 | $3.04M | 1.49% | +496+3.7% | Added |