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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 2,271 | $501.9K | 0.01% | +1,296+132.9% | Added |
| Park National Corp | 2,261 | $499.7K | 0.02% | −49−2.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,258 | $499.0K | 0.12% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,236 | $494.0K | 0.02% | +52+2.4% | Added |
| Checchi Capital Advisers, LLC | 2,235 | $493.9K | 0.04% | +207+10.2% | Added |
| Chicago Partners Investment Group LLC | 2,250 | $493.3K | 0.02% | +10+0.4% | Added |
| Chemung Canal Trust Co | 2,231 | $493.1K | 0.10% | −73−3.2% | Reduced |
| Tempus Wealth Planning, LLC | 2,225 | $491.7K | 0.15% | +406+22.3% | Added |
| EverSource Wealth Advisors, LLC | 2,216 | $489.8K | 0.03% | +169+8.3% | Added |
| HMV Wealth Advisors, LLC | 2,216 | $489.7K | 0.49% | +2,216 | New |
| Texas Yale Capital Corp. | 2,214 | $489.3K | 0.02% | 00.0% | Unchanged |
| BNP Paribas | 2,204 | $487.1K | 0.02% | −1,204−35.3% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $486.2K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,671 | $485.6K | 0.03% | +660+32.8% | Added |
| Bessemer Group Inc | 2,177 | $481.0K | 0.00% | −1,075−33.1% | Reduced |
| Advisors Capital Management, LLC | 2,169 | $479.5K | 0.01% | −299−12.1% | Reduced |
| Define Financial, LLC | 2,154 | $475.9K | 0.36% | +2,154 | New |
| AssuredPartners Investment Advisors, LLC | 2,148 | $474.7K | 0.09% | +2,148 | New |
| Brown, Lisle/Cummings, Inc. | 2,145 | $474.0K | 0.14% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,517 | $473.0K | 0.00% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,125 | $469.6K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,118 | $468.2K | 0.18% | −17−0.8% | Reduced |
| Qtron Investments LLC | 2,079 | $459.5K | 0.06% | −1,284−38.2% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 2,079 | $459.5K | 0.44% | +2,079 | New |
| Resources Investment Advisors, LLC. | 2,071 | $457.8K | 0.01% | −320−13.4% | Reduced |
| Tufton Capital Management | 2,065 | $456.4K | 0.09% | −285−12.1% | Reduced |
| Cooper/Haims Advisors, LLC | 2,053 | $453.8K | 0.26% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,047 | $452.5K | 0.02% | −3,137−60.5% | Reduced |
| Essex Investment Management Co LLC | 2,042 | $451.3K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,036 | $450.0K | 0.01% | −611−23.1% | Reduced |
| Charter Research & Investment Group, Inc. | 2,036 | $450.0K | 0.34% | −430−17.4% | Reduced |
| LVW Advisors, LLC | 2,025 | $447.5K | 0.05% | −129−6.0% | Reduced |
| Arcataur Capital Management LLC | 2,021 | $446.6K | 0.15% | −10−0.5% | Reduced |
| Alesco Advisors LLC | 2,008 | $443.7K | 0.01% | +601+42.7% | Added |
| Forum Financial Management, LP | 2,007 | $443.6K | 0.01% | +647+47.6% | Added |
| Profund Advisors LLC | 2,004 | $442.9K | 0.02% | −451−18.4% | Reduced |
| Community Bank, N.A. | 2,000 | $442.0K | 0.06% | 00.0% | Unchanged |
| Clio Asset Management LLC | 2,000 | $442.0K | 0.33% | +2,000 | New |
| Brown Brothers Harriman & Co | 1,988 | $439.3K | 0.00% | +86+4.5% | Added |
| Harbor Investment Advisory, LLC | 1,976 | $436.7K | 0.04% | −1,254−38.8% | Reduced |
| Aptus Capital Advisors, LLC | 1,965 | $434.3K | 0.01% | +718+57.6% | Added |
| Koshinski Asset Management, Inc. | 1,965 | $434.2K | 0.04% | +9+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,953 | $433.0K | 0.19% | −350−15.2% | Reduced |
| Martingale Asset Management L P | 1,950 | $430.9K | 0.01% | −1,650−45.8% | Reduced |
| Curbstone Financial Management Corp | 1,940 | $428.7K | 0.09% | +106+5.8% | Added |
| Nvest Financial, LLC | 1,938 | $428.2K | 0.22% | +95+5.2% | Added |
| Brown Financial Advisors | 1,935 | $427.6K | 0.17% | +321+19.9% | Added |
| Flagship Harbor Advisors, LLC | 1,926 | $425.7K | 0.02% | +292+17.9% | Added |
| Saiph Capital, LLC | 1,915 | $423.2K | 0.19% | +340+21.6% | Added |
| Optimize Financial Inc | 1,903 | $420.6K | 0.32% | +1,903 | New |
| Beaumont Financial Advisors, LLC | 1,899 | $419.7K | 0.03% | +9+0.5% | Added |
| PFG Advisors | 1,882 | $416.0K | 0.03% | +208+12.4% | Added |
| Richards, Merrill & Peterson, Inc. | 1,881 | $415.6K | 0.22% | +1,881 | New |
| Bragg Financial Advisors, Inc | 1,879 | $415.3K | 0.02% | −125−6.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,900 | $415.0K | 0.07% | +1,261+27.2% | Added |
| Legacy Bridge, LLC | 1,877 | $414.8K | 0.22% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,875 | $414.4K | 0.04% | −16−0.8% | Reduced |
| Naviter Wealth, LLC | 1,864 | $411.9K | 0.05% | +1,864 | New |
| Keebeck Wealth Management, LLC | 1,863 | $411.7K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 1,854 | $409.8K | 0.04% | −159−7.9% | Reduced |
| Confluence Wealth Services, Inc. | 2,265 | $406.4K | 0.03% | +161+7.7% | Added |
| Procyon Private Wealth Partners, LLC | 1,835 | $405.5K | 0.03% | −51−2.7% | Reduced |
| Guidance Capital, Inc | 2,209 | $404.5K | 0.12% | +104+4.9% | Added |
| Meridian Wealth Management, LLC | 1,825 | $403.3K | 0.02% | +120+7.0% | Added |
| Emerald Advisers, LLC | 1,824 | $403.1K | 0.02% | −2,285−55.6% | Reduced |
| Copley Financial Group, Inc. | 1,823 | $402.9K | 0.31% | +56+3.2% | Added |
| Berkeley Capital Partners, LLC | 1,817 | $401.5K | 0.11% | −15−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 1,805 | $398.9K | 0.02% | −242−11.8% | Reduced |
| Nebula Research & Development LLC | 1,802 | $398.2K | 0.05% | +1,802 | New |
| Tributary Capital Management, LLC | 1,791 | $395.8K | 0.03% | −85−4.5% | Reduced |
| Wetherby Asset Management Inc | 1,759 | $388.7K | 0.02% | −111−5.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,757 | $388.4K | 0.10% | −550−23.8% | Reduced |
| Private Wealth Partners, LLC | 1,746 | $385.9K | 0.03% | +16+0.9% | Added |
| Sava Infond d.o.o. | 1,740 | $384.5K | 0.07% | +1,740 | New |
| Hartford Funds Management Co LLC | 1,732 | $382.7K | 0.04% | −65−3.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,727 | $381.8K | 0.01% | +581+50.7% | Added |
| Frank, Rimerman Advisors LLC | 1,722 | $380.6K | 0.03% | +291+20.3% | Added |
| Investors Asset Management of Georgia Inc | 1,718 | $379.7K | 0.19% | +221+14.8% | Added |
| Coppell Advisory Solutions LLC | 1,708 | $375.2K | 0.05% | +403+30.9% | Added |
| Wedbush Securities Inc | 1,688 | $373.0K | 0.01% | −160−8.7% | Reduced |
| Financial Advocates Investment Management | 1,676 | $370.4K | 0.02% | −6−0.4% | Reduced |
| Atlas Capital Advisors LLC | 1,668 | $368.6K | 0.05% | −600−26.5% | Reduced |
| Focus Financial Network, Inc. | 1,658 | $366.4K | 0.01% | +370+28.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,656 | $366.0K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,648 | $364.2K | 0.03% | −221−11.8% | Reduced |
| RDA Financial Network | 1,642 | $362.9K | 0.11% | −166−9.2% | Reduced |
| Lee Financial Co | 1,624 | $358.9K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,623 | $358.8K | 0.24% | −1,949−54.6% | Reduced |
| Cigna Investments Inc | 1,621 | $358.0K | 0.06% | −27−1.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,618 | $357.5K | 0.03% | −18−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,601 | $353.8K | 0.03% | +401+33.4% | Added |
| QRG Capital Management, Inc. | 1,601 | $353.8K | 0.00% | −1,674−51.1% | Reduced |
| Spinnaker Investment Group, LLC | 1,598 | $353.1K | 0.09% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,595 | $353.0K | 0.03% | −33,552−95.5% | Reduced |
| Harbour Investments, Inc. | 1,588 | $350.9K | 0.01% | −206−11.5% | Reduced |
| Empower Advisory Group, LLC | 1,584 | $350.1K | 0.00% | +254+19.1% | Added |
| Doliver Advisors, LP | 1,573 | $347.6K | 0.10% | +1,573 | New |
| Ritholtz Wealth Management | 1,571 | $347.2K | 0.01% | −323−17.1% | Reduced |
| Nova R Wealth, Inc. | 1,567 | $346.4K | 0.17% | +2+0.1% | Added |
| BSW Wealth Partners | 1,563 | $345.5K | 0.05% | +63+4.2% | Added |