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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 3,426 | $757.1K | 0.02% | −356−9.4% | Reduced |
| Board of the Pension Protection Fund | 3,400 | $751.4K | 0.87% | +3,400 | New |
| ELCO Management Co., LLC | 3,390 | $749.2K | 0.39% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,369 | $744.5K | 0.22% | −135−3.9% | Reduced |
| SFMG, LLC | 3,348 | $740.0K | 0.06% | +2+0.1% | Added |
| TLWM | 3,319 | $733.5K | 0.14% | +114+3.6% | Added |
| Atlas Brown,Inc. | 3,311 | $731.7K | 0.25% | +4+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,281 | $725.1K | 0.04% | −342−9.4% | Reduced |
| Crossmark Global Holdings, Inc. | 3,274 | $723.0K | 0.01% | −1,272−28.0% | Reduced |
| Tranquility Partners, LLC | 3,265 | $721.6K | 0.27% | −416−11.3% | Reduced |
| Cooper Financial Group | 3,261 | $720.6K | 0.09% | −133−3.9% | Reduced |
| CoreCap Advisors, LLC | 3,249 | $718.0K | 0.03% | +354+12.2% | Added |
| Boston Private Wealth LLC | 3,234 | $714.8K | 0.01% | +3,234 | New |
| Laraway Financial Inc | 3,215 | $710.5K | 0.56% | −25−0.8% | Reduced |
| Nautilus Advisors LLC | 3,203 | $707.9K | 0.56% | +3,203 | New |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $698.6K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,152 | $696.6K | 0.01% | −3,357−51.6% | Reduced |
| Oxford Asset Management LLP | 3,142 | $694.4K | 0.31% | +3,142 | New |
| Oak Thistle LLC | 3,133 | $692.4K | 0.21% | +3,133 | New |
| Thoroughbred Financial Services, LLC | 3,118 | $689.0K | 0.04% | −206−6.2% | Reduced |
| Ancora Advisors, LLC | 3,084 | $681.7K | 0.02% | −266−7.9% | Reduced |
| Equitable Holdings, Inc. | 3,078 | $680.2K | 0.01% | +415+15.6% | Added |
| Parsons Capital Management Inc | 3,057 | $675.6K | 0.04% | −225−6.9% | Reduced |
| Advisors Asset Management, Inc. | 3,051 | $674.3K | 0.01% | −491−13.9% | Reduced |
| Coastline Trust Co | 3,040 | $671.8K | 0.08% | −310−9.3% | Reduced |
| Stratos Wealth Advisors, LLC | 3,033 | $670.4K | 0.03% | +120+4.1% | Added |
| HMS Capital Management, LLC | 3,018 | $667.0K | 0.32% | −42−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $663.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,967 | $655.7K | 0.01% | −130−4.2% | Reduced |
| Graham Capital Management, L.P. | 2,966 | $655.5K | 0.02% | +2,966 | New |
| LifePlan Financial, LLC | 2,958 | $653.7K | 0.58% | +1,786+152.4% | Added |
| Forte Capital LLC | 2,904 | $641.8K | 0.07% | −26−0.9% | Reduced |
| Arlington Trust Co LLC | 2,900 | $640.9K | 0.13% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 2,895 | $639.8K | 0.41% | −600−17.2% | Reduced |
| Ballentine Partners, LLC | 2,891 | $638.9K | 0.01% | +327+12.8% | Added |
| Axxcess Wealth Management, LLC | 2,881 | $636.7K | 0.02% | −56−1.9% | Reduced |
| Empirical Finance, LLC | 2,877 | $635.8K | 0.04% | +29+1.0% | Added |
| Copperwynd Financial, LLC | 2,876 | $635.6K | 0.18% | −262−8.3% | Reduced |
| Intrust Bank NA | 2,858 | $631.6K | 0.06% | −230−7.4% | Reduced |
| Wealthfront Advisers LLC | 2,853 | $630.5K | 0.00% | −250−8.1% | Reduced |
| Vident Advisory, LLC | 2,835 | $626.6K | 0.01% | −112−3.8% | Reduced |
| Norden Group LLC | 2,832 | $625.8K | 0.07% | +282+11.1% | Added |
| EntryPoint Capital, LLC | 2,788 | $616.1K | 0.26% | +2,788 | New |
| Old Port Advisors | 2,757 | $609.3K | 0.18% | −23−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 2,728 | $602.9K | 0.02% | −31,755−92.1% | Reduced |
| Spire Wealth Management | 2,727 | $602.7K | 0.02% | +187+7.4% | Added |
| Meridian Investment Counsel Inc. | 2,725 | $602.2K | 0.18% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,716 | $600.0K | 0.03% | −43−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,711 | $599.1K | 0.01% | −50−1.8% | Reduced |
| Cherokee Insurance Co | 2,700 | $596.7K | 0.27% | +2,700 | New |
| Burns Matteson Capital Management, LLC | 2,695 | $595.6K | 0.33% | −133−4.7% | Reduced |
| Apollon Wealth Management, LLC | 2,690 | $594.5K | 0.01% | −274−9.2% | Reduced |
| Aries Wealth Management | 2,666 | $589.2K | 0.16% | −40−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 2,640 | $583.5K | 0.01% | −135−4.9% | Reduced |
| Bleakley Financial Group, LLC | 2,637 | $582.7K | 0.02% | −240−8.3% | Reduced |
| Change Path, LLC | 2,635 | $582.3K | 0.02% | +443+20.2% | Added |
| First Citizens Bank & Trust Co | 2,629 | $581.0K | 0.01% | −269−9.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,626 | $580.3K | 0.11% | +13+0.5% | Added |
| Hoertkorn Richard Charles | 2,625 | $580.1K | 0.24% | −1,375−34.4% | Reduced |
| Grove Bank & Trust | 2,617 | $578.4K | 0.08% | −221−7.8% | Reduced |
| Horizon Investments, LLC | 2,620 | $575.6K | 0.02% | +54+2.1% | Added |
| Tiaa Trust, National Association | 2,575 | $569.1K | 0.00% | −69,156−96.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,563 | $566.4K | 0.03% | +2,563 | New |
| Everpar Advisors LLC | 2,560 | $565.8K | 0.29% | −334−11.5% | Reduced |
| CNB Bank | 2,549 | $563.3K | 0.26% | −269−9.5% | Reduced |
| BankPlus Trust Department | 2,545 | $562.4K | 0.18% | +2,545 | New |
| Arkadios Wealth Advisors | 2,530 | $559.2K | 0.03% | +167+7.1% | Added |
| 44 Wealth Management LLC | 2,529 | $558.9K | 0.21% | −359−12.4% | Reduced |
| Exchange Capital Management, Inc. | 2,519 | $556.6K | 0.09% | −109−4.1% | Reduced |
| First Command Advisory Services, Inc. | 2,504 | $553.4K | 0.01% | −199−7.4% | Reduced |
| Corps Capital Advisors, LLC | 2,500 | $552.5K | 0.56% | +2,500 | New |
| Strategic Wealth Partners, Ltd. | 3,370 | $549.7K | 0.05% | −25,621−88.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,473 | $546.6K | 0.04% | −2,462−49.9% | Reduced |
| Anchor Investment Management, LLC | 2,452 | $541.9K | 0.05% | −20−0.8% | Reduced |
| Callan Family Office, LLC | 2,452 | $541.9K | 0.03% | +1,618+194.0% | Added |
| 1620 Investment Advisors, Inc. | 2,447 | $540.8K | 0.41% | +45+1.9% | Added |
| Transcend Wealth Collective, LLC | 2,444 | $540.1K | 0.04% | −283−10.4% | Reduced |
| Global Retirement Partners, LLC | 2,431 | $537.2K | 0.02% | +36+1.5% | Added |
| Retirement Planning Co of New England, Inc. | 2,414 | $533.5K | 0.26% | +299+14.1% | Added |
| Coastal Investment Advisors, Inc. | 2,402 | $533.1K | 0.22% | −413−14.7% | Reduced |
| GTS Securities LLC | 2,408 | $532.2K | 0.03% | −2,881−54.5% | Reduced |
| Spirepoint Private Client, LLC | 2,406 | $531.7K | 0.07% | −21,545−90.0% | Reduced |
| Swedbank AB | 2,400 | $530.4K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 2,400 | $530.4K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,375 | $524.9K | 0.09% | −800−25.2% | Reduced |
| Athena Investment Management | 2,358 | $521.1K | 0.30% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 2,356 | $520.7K | 0.53% | +2,356 | New |
| NorthRock Partners, LLC | 2,345 | $518.2K | 0.02% | −358−13.2% | Reduced |
| Navalign, LLC | 2,343 | $517.7K | 0.15% | +49+2.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,330 | $514.9K | 0.28% | −311−11.8% | Reduced |
| Sapient Capital LLC | 2,317 | $512.1K | 0.01% | +17+0.7% | Added |
| Johnson Investment Counsel Inc | 2,308 | $510.0K | 0.00% | +673+41.2% | Added |
| MUFG Securities Americas Inc. | 2,305 | $509.4K | 0.06% | +2,305 | New |
| Greenleaf Trust | 2,302 | $508.7K | 0.00% | −218−8.7% | Reduced |
| B&D White Capital Company, LLC | 2,300 | $508.3K | 0.09% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,292 | $506.5K | 0.08% | −28−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,291 | $506.3K | 0.04% | +2,291 | New |
| Vinva Investment Management Ltd | 2,304 | $506.1K | 0.02% | −1,421−38.1% | Reduced |
| Patten Group, Inc. | 2,282 | $504.3K | 0.11% | −654−22.3% | Reduced |
| Gateway Investment Advisers LLC | 2,281 | $504.1K | 0.01% | −219−8.8% | Reduced |