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; 1,038 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, Q1 2025
Institutional positions in Constellation Brands, Inc. as of Mar 31, 2025. 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
- 1,179
- −145 vs. Q4 2024
- Shares held
- 147.2M
- +1.26M (+0.9%) vs. Q4 2024
- Total value
- $27.0B
- −$5.23B (−16.2%) vs. Q4 2024
- New holders
- 122
- 382 more added
- Sold out
- 267
- 538 more reduced
16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,038 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 62 | $11.4K | 0.00% | +51+463.6% | Added |
| DT Investment Partners, LLC | 62 | $11.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 64 | $11.7K | 0.00% | −3−4.5% | Reduced |
| Wayfinding Financial, LLC | 67 | $12.0K | 0.01% | +67 | New |
| Noble Wealth Management PBC | 66 | $12.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $12.2K | 0.00% | +63+3,150.0% | Added |
| Global Financial Private Client, LLC | 68 | $12.5K | 0.00% | −33−32.7% | Reduced |
| Graney & King, LLC | 70 | $12.8K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 70 | $12.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 74 | $13.6K | 0.00% | +74 | New |
| Hara Capital LLC | 75 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $14.5K | 0.00% | −40−33.6% | Reduced |
| JNBA Financial Advisors | 80 | $14.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 84 | $15.0K | 0.00% | −35−29.4% | Reduced |
| Lindbrook Capital, LLC | 83 | $15.2K | 0.00% | −182−68.7% | Reduced |
| First Community Trust NA | 85 | $15.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 92 | $16.0K | 0.00% | −11−10.7% | Reduced |
| JFS Wealth Advisors, LLC | 88 | $16.1K | 0.00% | −45−33.8% | Reduced |
| Avalon Trust Co | 89 | $16.4K | 0.00% | +89 | New |
| Glass Jacobson Investment Advisors llc | 76 | $16.8K | 0.01% | 00.0% | Unchanged |
| Motco | 97 | $17.8K | 0.00% | +19+24.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 99 | $18.2K | 0.00% | −6−5.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $18.4K | 0.01% | −127−55.9% | Reduced |
| Hallmark Capital Management Inc | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $18.4K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 103 | $18.9K | 0.00% | −55−34.8% | Reduced |
| New Millennium Group LLC | 103 | $18.9K | 0.01% | +6+6.2% | Added |
| SRS Capital Advisors, Inc. | 105 | $19.3K | 0.00% | −142−57.5% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $19.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 109 | $20.0K | 0.01% | +35+47.3% | Added |
| New Age Alpha Advisors, LLC | 109 | $20.0K | 0.00% | +9+9.0% | Added |
| CVA Family Office, LLC | 112 | $20.6K | 0.00% | +32+40.0% | Added |
| Kings Path Partners LLC | 114 | $20.9K | 0.01% | −4,037−97.3% | Reduced |
| Asset Dedication, LLC | 115 | $21.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $21.3K | 0.00% | −2−1.7% | Reduced |
| Davis Capital Management | 116 | $21.3K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $22.2K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $22.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $22.9K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 127 | $23.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 131 | $24.0K | 0.01% | −73−35.8% | Reduced |
| Private Wealth Asset Management, LLC | 132 | $24.2K | 0.00% | +132 | New |
| Centricity Wealth Management, LLC | 137 | $25.1K | 0.02% | −22−13.8% | Reduced |
| Whipplewood Advisors, LLC | 60 | $25.5K | 0.02% | −102−63.0% | Reduced |
| Tacita Capital Inc | 145 | $26.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $26.8K | 0.00% | −17−10.4% | Reduced |
| Eastern Bank | 150 | $27.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $27.5K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 150 | $27.5K | 0.02% | +40+36.4% | Added |
| Prestige Wealth Management Group LLC | 158 | $29.0K | 0.01% | −305−65.9% | Reduced |
| Pin Oak Investment Advisors Inc | 158 | $29.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 162 | $30.0K | 0.00% | −3,804−95.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 166 | $30.5K | 0.01% | −18−9.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $30.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 166 | $30.5K | 0.00% | +31+23.0% | Added |
| Truvestments Capital LLC | 170 | $31.1K | 0.01% | −65−27.7% | Reduced |
| Laurel Wealth Advisors LLC | 175 | $32.1K | 0.01% | +175 | New |
| Oakworth Capital, Inc. | 175 | $32.1K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 176 | $32.3K | 0.01% | +10+6.0% | Added |
| Rakuten Securities, Inc. | 181 | $33.2K | 0.02% | +161+805.0% | Added |
| Loomis Sayles & Co L P | 188 | $35.0K | 0.00% | −103−35.4% | Reduced |
| Glen Eagle Advisors, LLC | 193 | $35.5K | 0.01% | −13−6.3% | Reduced |
| BankPlus Trust Department | 196 | $36.0K | 0.01% | −2,349−92.3% | Reduced |
| Concord Wealth Partners | 200 | $36.7K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 200 | $36.7K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 202 | $37.0K | 0.01% | −50−19.8% | Reduced |
| Bokf, NA | 204 | $37.4K | 0.00% | −13,033−98.5% | Reduced |
| Bruce G. Allen Investments, LLC | 204 | $37.4K | 0.03% | −48−19.0% | Reduced |
| Zions Bancorporation, National Association | 206 | $37.8K | 0.00% | +206 | New |
| Silicon Valley Capital Partners | 210 | $38.6K | 0.01% | +1+0.5% | Added |
| MV Capital Management, Inc. | 215 | $39.5K | 0.00% | +30+16.2% | Added |
| Flaharty Asset Management, LLC | 215 | $39.5K | 0.01% | +215 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $40.3K | 0.00% | −1,325−85.8% | Reduced |
| Raiffeisen Bank International AG | 218 | $40.7K | 0.00% | −11,877−98.2% | Reduced |
| Paladin Advisory Group, LLC | 223 | $40.9K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 230 | $42.2K | 0.00% | +50+27.8% | Added |
| WPG Advisers, LLC | 236 | $43.3K | 0.04% | −181−43.4% | Reduced |
| Copeland Capital Management, LLC | 238 | $43.7K | 0.00% | −47,571−99.5% | Reduced |
| Albion Financial Group | 245 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $45.9K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 250 | $45.9K | 0.02% | +50+25.0% | Added |
| Capital Analysts, LLC | 264 | $48.0K | 0.00% | −13,488−98.1% | Reduced |
| Stonebridge Financial Group, LLC | 263 | $48.3K | 0.01% | +13+5.2% | Added |
| Pinnacle Bancorp, Inc. | 278 | $51.0K | 0.02% | +87+45.5% | Added |
| Continuum Advisory, LLC | 284 | $52.1K | 0.01% | −4−1.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 300 | $55.1K | 0.02% | −1,457−82.9% | Reduced |
| LRI Investments, LLC | 316 | $58.0K | 0.01% | −490−60.8% | Reduced |
| Capital Advisors, Ltd. LLC | 315 | $58.0K | 0.01% | −57−15.3% | Reduced |
| GeoWealth Management, LLC | 327 | $60.0K | 0.00% | −492−60.1% | Reduced |
| General Partner, Inc. | 332 | $60.9K | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 335 | $61.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 350 | $64.2K | 0.04% | 00.0% | Unchanged |