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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 10,978 | $3.04M | 0.57% | −3,198−22.6% | Reduced |
| Capital Analysts, LLC | 13,752 | $3.04M | 0.12% | +1,876+15.8% | Added |
| Central Trust Co | 13,645 | $3.02M | 0.07% | −394−2.8% | Reduced |
| South Dakota Investment Council | 13,638 | $3.01M | 0.06% | +1,400+11.4% | Added |
| City Holding Co | 13,628 | $3.01M | 0.43% | +718+5.6% | Added |
| Portman Square Capital LLP | 13,600 | $3.01M | 0.58% | +9,803+258.2% | Added |
| MidWestOne Financial Group, Inc. | 13,555 | $3.00M | 0.42% | +3,524+35.1% | Added |
| AXA S.A. | 13,551 | $2.99M | 0.01% | +9,854+266.5% | Added |
| Rafferty Asset Management, LLC | 13,545 | $2.99M | 0.01% | +1,451+12.0% | Added |
| Shorepoint Capital Partners LLC | 13,522 | $2.99M | 0.68% | +902+7.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 13,500 | $2.98M | 0.03% | +1,500+12.5% | Added |
| Capstone Investment Advisors, LLC | 13,438 | $2.97M | 0.03% | +12,953+2,670.7% | Added |
| Occidental Asset Management, LLC | 13,394 | $2.96M | 0.46% | +1,323+11.0% | Added |
| Oregon Public Employees Retirement Fund | 13,384 | $2.96M | 0.05% | −57−0.4% | Reduced |
| Hohimer Wealth Management, LLC | 13,346 | $2.95M | 0.56% | +9,107+214.8% | Added |
| Federation des caisses Desjardins du Quebec | 13,112 | $2.90M | 0.01% | +103+0.8% | Added |
| First National Bank of Omaha | 13,025 | $2.88M | 0.19% | −834−6.0% | Reduced |
| Valeo Financial Advisors, LLC | 13,019 | $2.88M | 0.08% | −1,434−9.9% | Reduced |
| EULAV Asset Management | 13,000 | $2.87M | 0.07% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 12,764 | $2.87M | 0.71% | −1,111−8.0% | Reduced |
| First National Advisers, LLC | 12,788 | $2.83M | 0.46% | +565+4.6% | Added |
| Executive Wealth Management, LLC | 12,755 | $2.82M | 0.22% | −230−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,615 | $2.79M | 0.04% | −6,066−32.5% | Reduced |
| RNC Capital Management LLC | 12,614 | $2.79M | 0.15% | −7,916−38.6% | Reduced |
| Linscomb & Williams, Inc. | 12,609 | $2.79M | 0.14% | +511+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 12,494 | $2.76M | 0.44% | +4,642+59.1% | Added |
| Sandy Spring Bank | 12,484 | $2.76M | 0.11% | −3,507−21.9% | Reduced |
| Beacon Pointe Advisors, LLC | 12,434 | $2.75M | 0.03% | −1,508−10.8% | Reduced |
| Level Four Advisory Services, LLC | 12,371 | $2.73M | 0.11% | +753+6.5% | Added |
| Davenport & Co LLC | 12,258 | $2.71M | 0.02% | +740+6.4% | Added |
| Belpointe Asset Management LLC | 11,228 | $2.70M | 0.16% | +1,002+9.8% | Added |
| Prospera Financial Services Inc | 12,126 | $2.68M | 0.06% | +8,207+209.4% | Added |
| Morton Community Bank | 12,102 | $2.67M | 0.71% | +260+2.2% | Added |
| Integrated Wealth Concepts LLC | 12,099 | $2.67M | 0.03% | +1,748+16.9% | Added |
| CIBC Private Wealth Group, LLC | 12,150 | $2.66M | 0.00% | −2,214−15.4% | Reduced |
| Raiffeisen Bank International AG | 12,095 | $2.66M | 0.04% | +12,095 | New |
| JustInvest LLC | 11,671 | $2.58M | 0.04% | +2,173+22.9% | Added |
| Private Trust Co NA | 11,533 | $2.55M | 0.26% | 00.0% | Unchanged |
| Vista Investment Management | 11,479 | $2.54M | 0.96% | +84+0.7% | Added |
| Lynx Capital Group Ltd | 11,436 | $2.53M | 1.46% | +11,436 | New |
| Advisory Services Network, LLC | 11,376 | $2.51M | 0.05% | −990−8.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,297 | $2.50M | 0.16% | −1,435−11.3% | Reduced |
| Jones Financial Companies LLLP | 11,146 | $2.46M | 0.00% | +3,312+42.3% | Added |
| IFP Advisors, Inc | 2,102 | $2.45M | 0.08% | −5,425−72.1% | Reduced |
| Candriam Luxembourg S.C.A. | 11,037 | $2.44M | 0.01% | +88+0.8% | Added |
| Groupama Asset Managment | 11,088 | $2.44M | 0.05% | −10,168−47.8% | Reduced |
| Bokf, NA | 13,237 | $2.41M | 0.04% | −6,569−33.2% | Reduced |
| Kentucky Retirement Systems | 10,767 | $2.38M | 0.07% | −149−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 10,721 | $2.37M | 0.05% | −826−7.2% | Reduced |
| Koa Wealth Management, LLC | 10,535 | $2.33M | 1.90% | −137−1.3% | Reduced |
| Ar Asset Management Inc | 10,525 | $2.33M | 0.53% | −25−0.2% | Reduced |
| iA Global Asset Management Inc. | 10,401 | $2.30M | 0.04% | +7,990+331.4% | Added |
| Tower Research Capital LLC (TRC) | 10,366 | $2.29M | 0.05% | +5,092+96.5% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.28M | 0.57% | 00.0% | Unchanged |
| WD Rutherford LLC | 10,217 | $2.26M | 1.07% | −481−4.5% | Reduced |
| Northcape Wealth Management, LLC | 9,958 | $2.20M | 0.71% | +37+0.4% | Added |
| Bryce Point Capital, LLC | 9,954 | $2.20M | 0.64% | +9,954 | New |
| TBH Global Asset Management, LLC | 9,943 | $2.20M | 0.52% | +5+0.1% | Added |
| First National Trust Co | 9,888 | $2.19M | 0.08% | −16,345−62.3% | Reduced |
| GWM Advisors LLC | 9,853 | $2.18M | 0.01% | +3,236+48.9% | Added |
| Joho Capital LLC | 9,815 | $2.17M | 0.38% | 00.0% | Unchanged |
| Tower Bridge Advisors | 9,758 | $2.16M | 0.23% | −284−2.8% | Reduced |
| WealthPLAN Partners, LLC | 9,749 | $2.15M | 0.31% | −2,850−22.6% | Reduced |
| Ieq Capital, LLC | 9,734 | $2.15M | 0.02% | +6,942+248.6% | Added |
| Boston Partners | 9,728 | $2.15M | 0.00% | −1,109,023−99.1% | Reduced |
| Oak Harvest Investment Services | 9,683 | $2.14M | 0.30% | −2,020−17.3% | Reduced |
| Hartford Investment Management Co | 9,670 | $2.14M | 0.07% | −187−1.9% | Reduced |
| Teacher Retirement System of Texas | 9,636 | $2.13M | 0.01% | +8,538+777.6% | Added |
| Balyasny Asset Management LLC | 9,604 | $2.12M | 0.00% | −103,357−91.5% | Reduced |
| Wisconsin Capital Management LLC | 9,596 | $2.12M | 1.17% | −901−8.6% | Reduced |
| HBK Sorce Advisory LLC | 9,508 | $2.10M | 0.06% | −2,323−19.6% | Reduced |
| Keybank National Association | 9,424 | $2.08M | 0.01% | −807−7.9% | Reduced |
| Aurdan Capital Management, LLC | 9,390 | $2.08M | 0.80% | +9,390 | New |
| Global Wealth Management Investment Advisory, Inc. | 9,238 | $2.04M | 0.42% | +1,514+19.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,047 | $2.00M | 0.78% | +966+12.0% | Added |
| DoubleLine ETF Adviser LP | 8,878 | $1.96M | 0.53% | +229+2.6% | Added |
| Cobblestone Capital Advisors LLC | 8,785 | $1.94M | 0.11% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 8,750 | $1.93M | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 8,746 | $1.93M | 0.05% | +471+5.7% | Added |
| Stratos Wealth Partners, LTD. | 8,745 | $1.93M | 0.03% | −361−4.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,726 | $1.93M | 1.19% | +718+9.0% | Added |
| Atlantic Union Bankshares Corp | 8,678 | $1.92M | 0.11% | −2,040−19.0% | Reduced |
| CCM Investment Group, LLC | 8,659 | $1.90M | 0.21% | +8,659 | New |
| Argent Trust Co | 8,522 | $1.88M | 0.08% | +454+5.6% | Added |
| Bangor Savings Bank | 8,509 | $1.88M | 0.18% | −359−4.0% | Reduced |
| Maryland State Retirement & Pension System | 8,508 | $1.88M | 0.04% | −585−6.4% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $1.86M | 0.03% | −400−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 8,389 | $1.85M | 0.08% | −325−3.7% | Reduced |
| Securian Asset Management, Inc | 8,376 | $1.85M | 0.05% | −289−3.3% | Reduced |
| Lecap Asset Management Ltd | 8,308 | $1.84M | 0.50% | +8,308 | New |
| Principal Securities, Inc. | 8,229 | $1.82M | 0.04% | +1,533+22.9% | Added |
| Griffin Asset Management, Inc. | 8,101 | $1.79M | 0.21% | −1,115−12.1% | Reduced |
| Fernwood Investment Management, LLC | 8,079 | $1.79M | 0.62% | −250−3.0% | Reduced |
| Old National Bancorp | 8,056 | $1.78M | 0.04% | −42,368−84.0% | Reduced |
| HCR Wealth Advisors | 8,044 | $1.78M | 0.22% | −707−8.1% | Reduced |
| Qsemble Capital Management, LP | 7,992 | $1.77M | 0.24% | +7,992 | New |
| TRUE Private Wealth Advisors | 7,858 | $1.74M | 0.21% | −324−4.0% | Reduced |
| Archon Partners LLC | 7,825 | $1.73M | 0.20% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 7,817 | $1.73M | 0.37% | −210−2.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,060 | $1.72M | 0.01% | +113+1.6% | Added |