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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 7,727 | $1.71M | 0.22% | −1,143−12.9% | Reduced |
| Triangle Securities Wealth Management | 7,722 | $1.71M | 0.44% | −129−1.6% | Reduced |
| West Oak Capital, LLC | 7,683 | $1.70M | 0.60% | +210+2.8% | Added |
| Thrivent Financial for Lutherans | 7,580 | $1.70M | 0.00% | +239+3.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.69M | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 7,631 | $1.69M | 0.01% | −881−10.4% | Reduced |
| Souders Financial Advisors | 7,575 | $1.67M | 0.23% | −5,208−40.7% | Reduced |
| Plato Investment Management Ltd | 7,475 | $1.66M | 0.12% | +338+4.7% | Added |
| Northstar Asset Management LLC | 7,493 | $1.66M | 0.38% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 7,489 | $1.65M | 0.25% | +1,145+18.0% | Added |
| Gs Investments, Inc. | 7,485 | $1.65M | 0.75% | 00.0% | Unchanged |
| CWM, LLC | 7,484 | $1.65M | 0.01% | +2,419+47.8% | Added |
| Silvercrest Asset Management Group LLC | 7,431 | $1.64M | 0.01% | +111+1.5% | Added |
| New Mexico Educational Retirement Board | 7,421 | $1.64M | 0.06% | −500−6.3% | Reduced |
| Pinnacle Financial Partners Inc | 7,204 | $1.63M | 0.03% | −177−2.4% | Reduced |
| Round Rock Advisors, LLC | 7,387 | $1.63M | 0.33% | −1,239−14.4% | Reduced |
| Metis Global Partners, LLC | 7,262 | $1.60M | 0.05% | +1,692+30.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 7,244 | $1.60M | 1.75% | −318−4.2% | Reduced |
| BTG Pactual Asset Management US LLC | 6,598 | $1.59M | 0.21% | −60−0.9% | Reduced |
| Marco Investment Management LLC | 7,146 | $1.58M | 0.14% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,054 | $1.56M | 0.26% | +135+2.0% | Added |
| TriaGen Wealth Management LLC | 7,008 | $1.55M | 0.52% | −14−0.2% | Reduced |
| B&L Asset Management LLC | 7,001 | $1.55M | 0.98% | +219+3.2% | Added |
| Sirios Capital Management L P | 6,983 | $1.54M | 0.28% | −2,681−27.7% | Reduced |
| Norinchukin Bank, The | 6,945 | $1.53M | 0.03% | +537+8.4% | Added |
| Moody National Bank Trust Division | 6,927 | $1.53M | 0.16% | −380−5.2% | Reduced |
| Dohj, LLC | 6,897 | $1.52M | 0.35% | −1,773−20.4% | Reduced |
| NewEdge Wealth, LLC | 6,880 | $1.52M | 0.03% | −1,501−17.9% | Reduced |
| Omers Administration Corp | 6,879 | $1.52M | 0.01% | +1,173+20.6% | Added |
| Plimoth Trust Co LLC | 6,860 | $1.52M | 0.39% | +261+4.0% | Added |
| Aigen Investment Management, LP | 6,839 | $1.51M | 0.27% | +6,839 | New |
| Cross Staff Investments Inc | 6,799 | $1.50M | 1.13% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,768 | $1.50M | 0.19% | −155−2.2% | Reduced |
| Dark Forest Capital Management LP | 6,739 | $1.49M | 0.22% | +5,756+585.6% | Added |
| Allianz SE | 6,696 | $1.47M | 0.04% | −21−0.3% | Reduced |
| Machina Capital S.A.S. | 6,627 | $1.46M | 0.62% | +6,627 | New |
| O'Shaughnessy Asset Management, LLC | 6,606 | $1.46M | 0.01% | −780−10.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,468 | $1.43M | 0.02% | −538−7.7% | Reduced |
| National Asset Management, Inc. | 6,469 | $1.43M | 0.05% | −708−9.9% | Reduced |
| SWS Partners | 6,414 | $1.42M | 0.43% | −4,328−40.3% | Reduced |
| Stableford Capital II LLC | 6,405 | $1.42M | 0.56% | −60−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,400 | $1.41M | 0.76% | −250−3.8% | Reduced |
| Fortis Capital Advisors, LLC | 5,839 | $1.41M | 0.48% | +799+15.9% | Added |
| Jacobi Capital Management LLC | 6,353 | $1.40M | 0.10% | +101+1.6% | Added |
| RSM US Wealth Management LLC | 6,363 | $1.40M | 0.02% | −371−5.5% | Reduced |
| U S Global Investors Inc | 6,300 | $1.39M | 0.14% | +2,360+59.9% | Added |
| Benedict Financial Advisors Inc | 6,284 | $1.39M | 0.34% | +16+0.3% | Added |
| HighVista Strategies LLC | 6,200 | $1.37M | 0.51% | +6,200 | New |
| Penobscot Investment Management Company, Inc. | 6,166 | $1.36M | 0.12% | 00.0% | Unchanged |
| McDonald Partners LLC | 6,135 | $1.36M | 0.35% | +423+7.4% | Added |
| Altshuler Shaham Ltd | 6,118 | $1.35M | 0.05% | −244−3.8% | Reduced |
| Xcel Wealth Management, LLC | 6,104 | $1.35M | 0.37% | −292−4.6% | Reduced |
| Pictet & Cie (Europe) SA | 6,096 | $1.35M | 0.03% | +1,733+39.7% | Added |
| Brown Advisory Inc | 6,095 | $1.35M | 0.00% | +264+4.5% | Added |
| NEOS Investment Management LLC | 6,074 | $1.34M | 0.03% | +1,238+25.6% | Added |
| Platform Technology Partners | 6,061 | $1.34M | 0.41% | +214+3.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,025 | $1.33M | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,185 | $1.33M | 0.03% | −1,812−20.1% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.33M | 0.15% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,988 | $1.32M | 0.01% | −204−3.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,965 | $1.32M | 0.02% | +1,365+29.7% | Added |
| Allworth Financial LP | 7,357 | $1.32M | 0.01% | +59+0.8% | Added |
| Palisade Capital Management LLC | 5,950 | $1.31M | 0.04% | −100−1.7% | Reduced |
| TownSquare Capital, LLC | 5,943 | $1.31M | 0.01% | −99−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 5,929 | $1.31M | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,928 | $1.31M | 0.05% | +134+2.3% | Added |
| Fox Run Management, L.L.C. | 5,914 | $1.31M | 0.24% | +3,305+126.7% | Added |
| Vontobel Holding Ltd. | 5,888 | $1.30M | 0.00% | −2,718−31.6% | Reduced |
| Cim Investment Mangement Inc | 5,882 | $1.30M | 0.38% | +14+0.2% | Added |
| HM Payson & Co | 5,875 | $1.30M | 0.02% | −976−14.2% | Reduced |
| Cresset Asset Management, LLC | 5,762 | $1.27M | 0.01% | −10,073−63.6% | Reduced |
| Crescent Sterling, Ltd. | 5,747 | $1.27M | 1.30% | +1,259+28.1% | Added |
| Marion Wealth Management | 5,747 | $1.27M | 0.34% | +193+3.5% | Added |
| Pitcairn Co | 5,746 | $1.27M | 0.07% | −1,306−18.5% | Reduced |
| Oppenheimer Asset Management Inc. | 5,709 | $1.26M | 0.02% | −1,324−18.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,672 | $1.25M | 0.02% | −506−8.2% | Reduced |
| Premier Path Wealth Partners, LLC | 5,642 | $1.25M | 0.19% | +485+9.4% | Added |
| Sequoia Financial Advisors, LLC | 5,615 | $1.24M | 0.01% | +654+13.2% | Added |
| Umb Bank N A | 5,613 | $1.24M | 0.02% | −1,652−22.7% | Reduced |
| Mirador Capital Partners LP | 5,610 | $1.24M | 0.22% | +181+3.3% | Added |
| Park Avenue Securities LLC | 5,590 | $1.24M | 0.01% | +1,228+28.2% | Added |
| Fairbanks Capital Management, Inc. | 5,582 | $1.23M | 0.77% | +117+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 5,577 | $1.23M | 0.02% | −63−1.1% | Reduced |
| Barden Capital Management, Inc. | 5,574 | $1.23M | 1.06% | +72+1.3% | Added |
| Aberdeen Wealth Management LLC | 5,515 | $1.22M | 0.84% | −75−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 5,512 | $1.22M | 0.02% | +4,312+359.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,501 | $1.22M | 0.00% | +5,501 | New |
| Kingsview Wealth Management, LLC | 5,482 | $1.21M | 0.02% | +144+2.7% | Added |
| Brinker Capital Investments, LLC | 5,399 | $1.19M | 0.01% | +109+2.1% | Added |
| Orion Portfolio Solutions, LLC | 5,399 | $1.19M | 0.01% | +109+2.1% | Added |
| Pflug Koory, LLC | 5,376 | $1.19M | 0.60% | +158+3.0% | Added |
| TD Private Client Wealth LLC | 5,349 | $1.18M | 0.03% | −1,036−16.2% | Reduced |
| Waterfront Wealth Inc. | 5,328 | $1.18M | 0.29% | +126+2.4% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.17M | 1.50% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,275 | $1.17M | 0.05% | −261−4.7% | Reduced |
| HB Wealth Management, LLC | 5,262 | $1.16M | 0.01% | +1,028+24.3% | Added |
| Knollwood Investment Advisory, LLC | 5,259 | $1.16M | 0.12% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,232 | $1.16M | 0.40% | −279−5.1% | Reduced |
| Kennedy Investment Group | 5,212 | $1.15M | 0.52% | +119+2.3% | Added |
| Garner Asset Management Corp | 5,172 | $1.14M | 0.53% | −164−3.1% | Reduced |