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 |
|---|---|---|---|---|---|
| Fortress Private Ledger, LLC | 5,157 | $1.14M | 0.70% | +5,157 | New |
| Hunter Associates Investment Management LLC | 5,103 | $1.14M | 0.17% | +28+0.6% | Added |
| GAMMA Investing LLC | 5,144 | $1.14M | 0.10% | −5−0.1% | Reduced |
| Nomura Holdings Inc | 5,142 | $1.14M | 0.01% | +5,142 | New |
| Choate Investment Advisors | 5,138 | $1.14M | 0.03% | +25+0.5% | Added |
| Cornerstone Advisors, LLC | 5,100 | $1.13M | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,096 | $1.13M | 0.03% | −2,845−35.8% | Reduced |
| Farringdon Capital, Ltd. | 5,082 | $1.12M | 0.46% | +5,082 | New |
| Trust Investment Advisors | 5,045 | $1.11M | 0.71% | −207−3.9% | Reduced |
| HighPoint Advisor Group LLC | 5,802 | $1.11M | 0.06% | +153+2.7% | Added |
| Webster Bank, N. A. | 5,011 | $1.11M | 0.12% | −1,224−19.6% | Reduced |
| Stablepoint Partners, LLC | 5,001 | $1.11M | 0.20% | −354−6.6% | Reduced |
| Allstate Corp | 4,985 | $1.10M | 0.03% | +4,985 | New |
| Legacy Advisors, LLC | 4,983 | $1.10M | 0.11% | −437−8.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,957 | $1.10M | 0.02% | −9−0.2% | Reduced |
| Lipe & Dalton | 4,914 | $1.09M | 0.58% | −295−5.7% | Reduced |
| Signal Advisors Wealth, LLC | 4,893 | $1.08M | 0.12% | +534+12.3% | Added |
| one8zero8, LLC | 4,867 | $1.08M | 0.23% | +4,867 | New |
| CAPROCK Group, Inc. | 4,845 | $1.07M | 0.03% | +1,175+32.0% | Added |
| Fiduciary Trust Co | 4,801 | $1.06M | 0.01% | −430−8.2% | Reduced |
| American National Bank | 4,765 | $1.05M | 0.12% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,737 | $1.05M | 0.35% | +100+2.2% | Added |
| Western Wealth Management, LLC | 4,735 | $1.05M | 0.06% | −202−4.1% | Reduced |
| Inceptionr LLC | 4,708 | $1.04M | 0.23% | +4,708 | New |
| Meeder Advisory Services, Inc. | 4,665 | $1.03M | 0.06% | +383+8.9% | Added |
| Magnetar Financial LLC | 4,607 | $1.02M | 0.02% | +4,607 | New |
| Byrne Asset Management LLC | 4,595 | $1.02M | 0.72% | −28−0.6% | Reduced |
| Eads & Heald Wealth Management | 4,594 | $1.01M | 0.50% | −96−2.0% | Reduced |
| Investment House LLC | 4,588 | $1.01M | 0.06% | −20,577−81.8% | Reduced |
| Glenmede Trust Co NA | 4,576 | $1.01M | 0.01% | +668+17.1% | Added |
| Siemens Fonds Invest GmbH | 4,601 | $1.01M | 0.11% | −328−6.7% | Reduced |
| Investment Management Corp of Ontario | 4,555 | $1.01M | 0.03% | −900−16.5% | Reduced |
| Gilbert & Cook, Inc. | 4,549 | $1.01M | 0.14% | −11−0.2% | Reduced |
| Benjamin Edwards Inc | 4,486 | $991.8K | 0.01% | −277−5.8% | Reduced |
| Parvin Asset Management, LLC | 4,485 | $991.2K | 1.07% | +4,485 | New |
| Synovus Financial Corp | 4,466 | $988.3K | 0.01% | −274−5.8% | Reduced |
| Sherbrooke Park Advisers LLC | 4,399 | $972.2K | 0.31% | +4,399 | New |
| 17 Capital Partners, LLC | 4,325 | $955.8K | 0.61% | −210−4.6% | Reduced |
| Twinbeech Capital LP | 4,320 | $954.7K | 0.02% | +4,320 | New |
| Essex Financial Services, Inc. | 4,318 | $954.3K | 0.07% | +93+2.2% | Added |
| StoneX Group Inc. | 4,305 | $951.5K | 0.05% | +1,072+33.2% | Added |
| Avantax Planning Partners, Inc. | 4,298 | $949.9K | 0.03% | −2,602−37.7% | Reduced |
| Generali Asset Management SPA SGR | 4,282 | $946.3K | 0.02% | +4,282 | New |
| Jefferies Financial Group Inc. | 4,271 | $943.8K | 0.01% | +4,271 | New |
| Tokio Marine Asset Management Co Ltd | 4,205 | $929.3K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,198 | $927.8K | 0.03% | −661−13.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,188 | $925.5K | 0.06% | −77−1.8% | Reduced |
| Zevenbergen Capital Investments LLC | 4,185 | $924.9K | 0.02% | −2,275−35.2% | Reduced |
| Magnolia Capital Management Ltd | 4,180 | $924.0K | 0.73% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 3,578 | $922.0K | 0.07% | 00.0% | Unchanged |
| Kings Path Partners LLC | 4,151 | $917.4K | 0.39% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 4,147 | $916.6K | 0.28% | +15+0.4% | Added |
| Bridgefront Capital, LLC | 4,122 | $911.0K | 0.31% | +4,122 | New |
| Prelude Capital Management, LLC | 4,118 | $910.1K | 0.08% | +2,433+144.4% | Added |
| Clearstead Advisors, LLC | 4,100 | $906.1K | 0.01% | −2,538−38.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,096 | $905.2K | 0.02% | −339−7.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 4,085 | $902.8K | 0.53% | −50−1.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,079 | $901.5K | 0.22% | +1,239+43.6% | Added |
| La Banque Postale Asset Management SA | 4,060 | $897.3K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 4,055 | $896.2K | 0.19% | +4,055 | New |
| Mattson Financial Services, LLC | 3,462 | $892.1K | 0.29% | −1,182−25.5% | Reduced |
| Independent Financial Group, LLC | 4,021 | $888.7K | 0.03% | +1,970+96.1% | Added |
| Venture Visionary Partners LLC | 4,008 | $885.8K | 0.04% | −1,903−32.2% | Reduced |
| Ally Financial Inc. | 4,000 | $884.0K | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 3,963 | $876.0K | 0.03% | −38,404−90.6% | Reduced |
| Hantz Financial Services, Inc. | 3,966 | $876.0K | 0.02% | −93−2.3% | Reduced |
| First Horizon Advisors, Inc. | 3,960 | $875.2K | 0.02% | −37−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,915 | $865.3K | 0.01% | −580−12.9% | Reduced |
| Delta Financial Advisors LLC | 3,903 | $862.6K | 0.32% | −1,030−20.9% | Reduced |
| Rehmann Capital Advisory Group | 3,881 | $857.8K | 0.05% | +403+11.6% | Added |
| Sigma Planning Corp | 3,873 | $856.0K | 0.03% | −2,042−34.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,859 | $852.8K | 0.19% | −6−0.2% | Reduced |
| Kovack Advisors, Inc. | 3,837 | $848.0K | 0.08% | +7+0.2% | Added |
| Valley National Advisers Inc | 3,834 | $847.0K | 0.15% | −2,049−34.8% | Reduced |
| ISAM Funds (UK) Ltd | 3,829 | $846.2K | 0.63% | +3,829 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,808 | $842.5K | 0.01% | −1,953−33.9% | Reduced |
| Centiva Capital, LP | 3,808 | $841.6K | 0.03% | +3,449+960.7% | Added |
| Gsa Capital Partners LLP | 3,801 | $840.0K | 0.06% | +3,801 | New |
| Mutual Advisors, LLC | 4,544 | $838.6K | 0.02% | +2,947+184.5% | Added |
| Tectonic Advisors LLC | 3,791 | $837.9K | 0.05% | +311+8.9% | Added |
| Independence Bank of Kentucky | 3,784 | $836.3K | 0.13% | +384+11.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,768 | $832.7K | 0.03% | −20−0.5% | Reduced |
| Savant Capital, LLC | 3,761 | $831.3K | 0.01% | +558+17.4% | Added |
| Diversify Advisory Services, LLC | 4,557 | $828.6K | 0.05% | −95−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 3,739 | $826.3K | 0.02% | +1,189+46.6% | Added |
| Schear Investment Advisers, LLC | 3,732 | $824.8K | 0.44% | −409−9.9% | Reduced |
| Dover Advisors, LLC | 3,732 | $824.8K | 0.47% | −112−2.9% | Reduced |
| Tompkins Financial Corp | 3,715 | $821.0K | 0.08% | −25−0.7% | Reduced |
| Piscataqua Savings Bank | 3,658 | $808.4K | 0.69% | −21−0.6% | Reduced |
| Summit Trail Advisors, LLC | 3,650 | $806.5K | 0.03% | +725+24.8% | Added |
| Elevate Capital Advisors, LLC | 3,589 | $793.2K | 0.70% | +3,589 | New |
| KCM Investment Advisors LLC | 3,544 | $783.2K | 0.03% | +162+4.8% | Added |
| FLC Capital Advisors | 3,538 | $781.9K | 0.18% | 00.0% | Unchanged |
| Anb Bank | 3,497 | $772.8K | 0.34% | +3,497 | New |
| Haverford Trust Co | 3,491 | $771.5K | 0.01% | +394+12.7% | Added |
| Burns J W & Co Inc | 3,483 | $769.7K | 0.10% | −505−12.7% | Reduced |
| Congress Wealth Management LLC | 3,471 | $767.1K | 0.01% | +217+6.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $762.5K | 0.51% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,443 | $760.9K | 0.00% | −103−2.9% | Reduced |
| Audent Global Asset Management, LLC | 3,427 | $757.4K | 0.49% | +2,136+165.5% | Added |