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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 1,217 | $223.4K | 0.01% | +1,217 | New |
| Summit Financial, LLC | 1,236 | $226.8K | 0.01% | +83+7.2% | Added |
| NewEdge Wealth, LLC | 1,238 | $227.3K | 0.00% | −5,642−82.0% | Reduced |
| Tiemann Investment Advisors, LLC | 1,245 | $228.5K | 0.10% | −250−16.7% | Reduced |
| Hardy Reed LLC | 1,252 | $229.8K | 0.02% | +13+1.0% | Added |
| Intrua Financial, LLC | 1,260 | $231.2K | 0.04% | +1,260 | New |
| Wedmont Private Capital | 1,246 | $231.4K | 0.01% | −1,425−53.4% | Reduced |
| Farmers Trust Co | 1,261 | $231.4K | 0.04% | −25−1.9% | Reduced |
| Maple Capital Management, Inc. | 1,269 | $232.9K | 0.02% | −44,510−97.2% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $233.0K | 0.03% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,272 | $233.4K | 0.04% | +1,272 | New |
| Prelude Capital Management, LLC | 1,280 | $234.9K | 0.02% | −2,838−68.9% | Reduced |
| ICW Investment Advisors LLC | 1,287 | $236.3K | 0.10% | +7+0.5% | Added |
| Ironwood Investment Counsel, LLC | 1,291 | $236.9K | 0.04% | −95−6.9% | Reduced |
| Clarius Group, LLC | 1,302 | $238.9K | 0.02% | +1,302 | New |
| Change Path, LLC | 1,310 | $240.4K | 0.01% | −1,325−50.3% | Reduced |
| GFG Capital, LLC | 1,313 | $241.0K | 0.07% | +1,313 | New |
| Accurate Wealth Management, LLC | 1,301 | $241.5K | 0.05% | +8+0.6% | Added |
| CX Institutional | 1,317 | $242.0K | 0.01% | +1,317 | New |
| Studio Investment Management LLC | 1,321 | $242.4K | 0.05% | +142+12.0% | Added |
| Umpqua Bank | 1,329 | $243.9K | 0.08% | +135+11.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,338 | $245.6K | 0.09% | −15−1.1% | Reduced |
| Banco Santander, S.A. | 1,348 | $247.4K | 0.00% | +1,348 | New |
| Visionary Wealth Advisors | 1,349 | $247.6K | 0.01% | −163−10.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,350 | $247.8K | 0.02% | +75+5.9% | Added |
| Robertson Stephens Wealth Management, LLC | 1,350 | $247.8K | 0.01% | −5−0.4% | Reduced |
| Secure Asset Management, LLC | 1,353 | $248.3K | 0.05% | −6,136−81.9% | Reduced |
| International Assets Investment Management, LLC | 1,363 | $250.1K | 0.02% | +23+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 1,364 | $250.4K | 0.01% | +1,364 | New |
| Pallas Capital Advisors LLC | 1,366 | $250.6K | 0.01% | +1,366 | New |
| Sound View Wealth Advisors Group, LLC | 1,368 | $251.1K | 0.02% | +315+29.9% | Added |
| AlphaCore Capital LLC | 1,386 | $254.4K | 0.02% | +38+2.8% | Added |
| Sava Infond d.o.o. | 1,390 | $255.1K | 0.05% | −350−20.1% | Reduced |
| Landing Point Financial Group, LLC | 1,391 | $255.3K | 0.19% | −181−11.5% | Reduced |
| Atomi Financial Group, Inc. | 1,393 | $255.6K | 0.01% | +1,393 | New |
| Centurion Wealth Management LLC | 1,160 | $256.4K | 0.08% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,405 | $257.8K | 0.15% | +310+28.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,411 | $259.0K | 0.03% | −245−14.8% | Reduced |
| Evergreen Capital Management LLC | 1,418 | $260.2K | 0.01% | +1,418 | New |
| First National Bank of Omaha | 1,426 | $261.7K | 0.02% | −11,599−89.1% | Reduced |
| IHT Wealth Management, LLC | 1,429 | $262.3K | 0.01% | −607−29.8% | Reduced |
| Wealth Alliance | 1,429 | $262.3K | 0.03% | −119−7.7% | Reduced |
| NBC Securities, Inc. | 1,434 | $263.0K | 0.02% | +1,433+143,300.0% | Added |
| Ashton Thomas Securities, LLC | 1,442 | $263.4K | 0.07% | +149+11.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,437 | $263.8K | 0.06% | +430+42.7% | Added |
| Richards, Merrill & Peterson, Inc. | 1,440 | $264.2K | 0.14% | −441−23.4% | Reduced |
| Two Sigma Securities, LLC | 1,453 | $266.7K | 0.04% | +1,453 | New |
| Almanack Investment Partners, LLC. | 1,458 | $267.6K | 0.05% | +181+14.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,468 | $268.0K | 0.12% | −485−24.8% | Reduced |
| Focus Financial Network, Inc. | 1,468 | $269.4K | 0.01% | −190−11.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,477 | $271.1K | 0.12% | +1,477 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,482 | $272.0K | 0.11% | −7,565−83.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,483 | $272.2K | 0.07% | −334−18.4% | Reduced |
| Oder Investment Management, LLC | 1,484 | $272.4K | 0.23% | +241+19.4% | Added |
| Checchi Capital Advisers, LLC | 1,492 | $273.8K | 0.02% | −743−33.2% | Reduced |
| Daymark Wealth Partners, LLC | 1,497 | $274.7K | 0.01% | −3,778−71.6% | Reduced |
| AE Wealth Management LLC | 1,507 | $276.5K | 0.00% | +25+1.7% | Added |
| Savant Capital, LLC | 1,508 | $276.8K | 0.00% | −2,253−59.9% | Reduced |
| King Luther Capital Management Corp | 1,511 | $277.3K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 1,516 | $278.2K | 0.08% | −1,241−45.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,521 | $279.1K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 1,533 | $281.3K | 0.08% | −109−6.6% | Reduced |
| Forum Financial Management, LP | 1,545 | $283.5K | 0.00% | −462−23.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,631 | $286.2K | 0.05% | +1,572+2,664.4% | Added |
| Essex Investment Management Co LLC | 1,563 | $286.8K | 0.06% | −479−23.5% | Reduced |
| Sandy Cove Advisors, LLC | 1,572 | $288.5K | 0.12% | +37+2.4% | Added |
| Harbour Investments, Inc. | 1,573 | $288.7K | 0.01% | −15−0.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,574 | $288.8K | 0.06% | −574−26.7% | Reduced |
| XML Financial, LLC | 1,584 | $290.7K | 0.03% | +155+10.8% | Added |
| First National Advisers, LLC | 1,586 | $291.1K | 0.05% | −11,202−87.6% | Reduced |
| Guidance Capital, Inc | 1,561 | $291.9K | 0.09% | −648−29.3% | Reduced |
| Cigna Investments Inc | 1,590 | $292.0K | 0.05% | −31−1.9% | Reduced |
| Syon Capital LLC | 1,592 | $292.2K | 0.02% | −262−14.1% | Reduced |
| Lee Financial Co | 1,600 | $293.6K | 0.04% | −24−1.5% | Reduced |
| Empower Advisory Group, LLC | 1,602 | $294.0K | 0.00% | +18+1.1% | Added |
| Spinnaker Investment Group, LLC | 1,610 | $295.5K | 0.07% | +12+0.8% | Added |
| Davis Investment Partners, LLC | 1,579 | $295.7K | 0.13% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,620 | $297.3K | 0.04% | +315+24.1% | Added |
| Cozad Asset Management Inc | 1,628 | $298.8K | 0.03% | −20−1.2% | Reduced |
| Financial Counselors Inc | 1,634 | $299.9K | 0.00% | −21,251−92.9% | Reduced |
| Coastal Investment Advisors, Inc. | 1,640 | $301.0K | 0.14% | −762−31.7% | Reduced |
| MONECO Advisors, LLC | 1,640 | $301.0K | 0.03% | +349+27.0% | Added |
| Atlas Capital Advisors LLC | 1,642 | $301.3K | 0.04% | −26−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,682 | $308.7K | 0.01% | −3,830−69.5% | Reduced |
| Belpointe Asset Management LLC | 1,694 | $310.9K | 0.02% | −9,534−84.9% | Reduced |
| Investment House LLC | 1,700 | $312.0K | 0.02% | −2,888−62.9% | Reduced |
| Regatta Capital Group, LLC | 1,706 | $313.1K | 0.06% | +786+85.4% | Added |
| Coppell Advisory Solutions LLC | 1,693 | $315.4K | 0.05% | −15−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,726 | $316.7K | 0.01% | +1,726 | New |
| Shayne & Co., LLC | 1,730 | $317.5K | 0.08% | +1,730 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,697 | $317.8K | 0.00% | −820−32.6% | Reduced |
| EntryPoint Capital, LLC | 1,749 | $321.0K | 0.15% | −1,039−37.3% | Reduced |
| MBB Public Markets I LLC | 1,751 | $321.3K | 0.04% | +1,751 | New |
| Legacy Bridge, LLC | 1,761 | $323.2K | 0.18% | −116−6.2% | Reduced |
| Advisors Capital Management, LLC | 1,776 | $326.0K | 0.01% | −393−18.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,777 | $326.1K | 0.01% | −102−5.4% | Reduced |
| LVW Advisors, LLC | 1,783 | $327.2K | 0.04% | −242−12.0% | Reduced |
| U S Global Investors Inc | 1,800 | $330.3K | 0.04% | −4,500−71.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,800 | $330.3K | 0.15% | +1,800 | New |
| Exencial Wealth Advisors, LLC | 1,813 | $332.8K | 0.01% | −915−33.5% | Reduced |