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, 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 354 | $65.0K | 0.00% | −23,518−98.5% | Reduced |
| Curio Wealth, LLC | 1 | $66.3K | 0.03% | +1 | New |
| Mather Group, LLC. | 362 | $66.4K | 0.00% | −279−43.5% | Reduced |
| Cromwell Holdings LLC | 367 | $67.4K | 0.04% | −58−13.6% | Reduced |
| Consultiva Wealth Management, Corp. | 368 | $67.5K | 0.23% | +215+140.5% | Added |
| Sunbelt Securities, Inc. | 370 | $68.0K | 0.01% | +60+19.4% | Added |
| Rothschild Investment LLC | 371 | $68.1K | 0.00% | +24+6.9% | Added |
| Princeton Global Asset Management LLC | 375 | $68.8K | 0.01% | −100−21.1% | Reduced |
| Flagship Wealth Advisors, LLC | 380 | $69.7K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $73.0K | 0.02% | +400 | New |
| Montag A & Associates Inc | 399 | $73.2K | 0.00% | −1,149−74.2% | Reduced |
| Optimum Investment Advisors | 400 | $73.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $73.4K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $73.4K | 0.02% | +200+100.0% | Added |
| S-Bank Fund Management Ltd | 432 | $79.3K | 0.01% | +432 | New |
| Sentry Investment Management LLC | 465 | $80.0K | 0.05% | −139−23.0% | Reduced |
| Archer Investment Corp | 437 | $80.2K | 0.02% | −70−13.8% | Reduced |
| City State Bank | 439 | $80.6K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 450 | $83.0K | 0.01% | −3−0.7% | Reduced |
| Clearstead Advisors, LLC | 455 | $83.5K | 0.00% | −3,645−88.9% | Reduced |
| SBI Securities Co., Ltd. | 455 | $83.5K | 0.00% | +336+282.4% | Added |
| Washington Trust Co | 467 | $85.7K | 0.00% | −403−46.3% | Reduced |
| Smithfield Trust Co | 473 | $86.0K | 0.00% | −321−40.4% | Reduced |
| Millstone Evans Group, LLC | 488 | $89.6K | 0.06% | −12−2.4% | Reduced |
| Briaud Financial Planning, Inc | 500 | $91.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $91.8K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 522 | $95.8K | 0.00% | −22,125−97.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 528 | $97.0K | 0.04% | +508+2,540.0% | Added |
| United Community Bank | 529 | $97.1K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 547 | $100.4K | 0.03% | +82+17.6% | Added |
| Ci Investments Inc. | 555 | $102.0K | 0.00% | −23−4.0% | Reduced |
| ORG Wealth Partners, LLC | 579 | $107.0K | 0.03% | +579 | New |
| Independence Bank of Kentucky | 595 | $109.2K | 0.02% | −3,189−84.3% | Reduced |
| Ramirez Asset Management, Inc. | 600 | $110.1K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 604 | $110.9K | 0.00% | −940−60.9% | Reduced |
| Sterling Capital Management LLC | 608 | $111.6K | 0.00% | −1−0.2% | Reduced |
| Brown Brothers Harriman & Co | 609 | $111.8K | 0.00% | −1,379−69.4% | Reduced |
| Acadian Asset Management LLC | 637 | $116.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 638 | $117.0K | 0.05% | −15−2.3% | Reduced |
| Rosenberg Matthew Hamilton | 680 | $124.8K | 0.03% | +72+11.8% | Added |
| Whittier Trust Co of Nevada Inc | 716 | $131.4K | 0.00% | −394−35.5% | Reduced |
| Johnson Financial Group, Inc. | 723 | $132.7K | 0.01% | +511+241.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $136.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 747 | $137.1K | 0.07% | −1,802−70.7% | Reduced |
| Manchester Capital Management LLC | 753 | $138.2K | 0.02% | −98−11.5% | Reduced |
| Harbor Investment Advisory, LLC | 777 | $142.6K | 0.01% | −1,199−60.7% | Reduced |
| Parkside Financial Bank & Trust | 794 | $145.7K | 0.02% | +134+20.3% | Added |
| Lazard Asset Management LLC | 803 | $147.0K | 0.00% | −723−47.4% | Reduced |
| AdvisorNet Financial, Inc | 812 | $149.0K | 0.01% | −42−4.9% | Reduced |
| Geneos Wealth Management Inc. | 813 | $149.2K | 0.00% | +73+9.9% | Added |
| Monetary Management Group Inc | 825 | $151.4K | 0.04% | −100−10.8% | Reduced |
| Ransom Advisory, Ltd | 835 | $153.2K | 0.08% | −90−9.7% | Reduced |
| State of Wyoming | 838 | $153.8K | 0.02% | +586+232.5% | Added |
| Smartleaf Asset Management LLC | 844 | $155.2K | 0.01% | −294−25.8% | Reduced |
| Key Financial Inc | 846 | $155.3K | 0.03% | +3+0.4% | Added |
| Hills Bank & Trust Co | 856 | $157.1K | 0.01% | −75−8.1% | Reduced |
| Medallion Wealth Advisors, LLC | 860 | $157.9K | 0.07% | +32+3.9% | Added |
| Creative Financial Designs Inc | 890 | $163.3K | 0.01% | +79+9.7% | Added |
| ESL Trust Services, LLC | 900 | $165.2K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 904 | $166.0K | 0.03% | +322+55.3% | Added |
| Rise Advisors, LLC | 911 | $167.2K | 0.07% | +5+0.6% | Added |
| North Star Investment Management Corp. | 919 | $168.6K | 0.01% | −330−26.4% | Reduced |
| Westpac Banking Corp | 934 | $171.4K | 0.01% | −394−29.7% | Reduced |
| Ronald Blue Trust, Inc. | 951 | $174.5K | 0.00% | −72−7.0% | Reduced |
| Golden State Wealth Management, LLC | 964 | $176.9K | 0.03% | +34+3.7% | Added |
| Cary Street Partner Investment Advisory LLC | 973 | $178.6K | 0.10% | −650−40.0% | Reduced |
| Clio Asset Management LLC | 1,000 | $183.5K | 0.15% | −1,000−50.0% | Reduced |
| Cito Capital Group, LLC | 1,000 | $184.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,030 | $189.0K | 0.04% | −14−1.3% | Reduced |
| Strategic Investment Solutions, Inc. | 1,061 | $194.6K | 0.06% | −55−4.9% | Reduced |
| Courier Capital LLC | 1,094 | $200.8K | 0.01% | +1,094 | New |
| Spinnaker Trust | 1,102 | $202.2K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,109 | $203.5K | 0.02% | +1,109 | New |
| Meritas Wealth Management, LLC | 1,115 | $204.6K | 0.12% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,116 | $204.8K | 0.00% | +1,116 | New |
| Logan Capital Management Inc | 1,118 | $205.2K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,121 | $205.7K | 0.09% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,125 | $206.4K | 0.11% | +138+14.0% | Added |
| Spire Wealth Management | 1,126 | $206.6K | 0.01% | −1,601−58.7% | Reduced |
| Keel Point, LLC | 1,127 | $206.8K | 0.02% | +1,127 | New |
| Strategic Financial Concepts, LLC | 1,128 | $207.0K | 0.04% | +62+5.8% | Added |
| Baader Bank INC | 1,220 | $208.0K | 0.02% | +1,220 | New |
| Socha Financial Group, LLC | 1,145 | $210.2K | 0.10% | +6+0.5% | Added |
| Quest Partners LLC | 1,149 | $210.9K | 0.02% | +44+4.0% | Added |
| Bordeaux Wealth Advisors LLC | 1,158 | $212.5K | 0.04% | +89+8.3% | Added |
| Monarch Capital Management Inc | 1,161 | $213.1K | 0.06% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,159 | $213.8K | 0.00% | −18−1.5% | Reduced |
| Chris Bulman Inc | 1,165 | $213.8K | 0.14% | +1,165 | New |
| Nations Financial Group Inc, | 1,166 | $214.1K | 0.02% | −28−2.3% | Reduced |
| RD Lewis Holdings, Inc. | 1,151 | $215.2K | 0.24% | +1,151 | New |
| Jeppson Wealth Management, LLC | 1,175 | $215.6K | 0.08% | +1,175 | New |
| Ausdal Financial Partners, Inc. | 1,183 | $217.1K | 0.02% | −418−26.1% | Reduced |
| Skopos Labs, Inc. | 1,183 | $217.1K | 0.05% | −20−1.7% | Reduced |
| Ignite Planners, LLC | 1,172 | $217.4K | 0.04% | +45+4.0% | Added |
| Financial Advocates Investment Management | 1,194 | $219.2K | 0.02% | −482−28.8% | Reduced |
| Colonial Trust Co | 1,199 | $220.1K | 0.03% | +132+12.4% | Added |
| Boston Trust Walden Corp | 1,200 | $220.2K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,177 | $220.3K | 0.01% | −1,088−48.0% | Reduced |
| HMV Wealth Advisors, LLC | 1,204 | $221.0K | 0.18% | −1,012−45.7% | Reduced |
| Patten Group, Inc. | 1,213 | $222.6K | 0.05% | −1,069−46.8% | Reduced |