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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 1,818 | $333.6K | 0.05% | +255+16.3% | Added |
| Formidable Asset Management, LLC | 1,842 | $338.1K | 0.06% | +1,842 | New |
| Rosenblum Silverman Sutton S F Inc | 1,845 | $338.6K | 0.09% | −13,183−87.7% | Reduced |
| Thoroughbred Financial Services, LLC | 1,860 | $341.0K | 0.02% | −1,258−40.3% | Reduced |
| Koshinski Asset Management, Inc. | 1,860 | $341.3K | 0.03% | −105−5.3% | Reduced |
| Keebeck Wealth Management, LLC | 1,860 | $341.3K | 0.05% | −3−0.2% | Reduced |
| Greenleaf Trust | 1,867 | $342.6K | 0.00% | −435−18.9% | Reduced |
| Coldstream Capital Management Inc | 1,869 | $343.0K | 0.01% | −18,273−90.7% | Reduced |
| Fiduciary Trust Co | 1,870 | $343.2K | 0.00% | −2,931−61.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,881 | $345.3K | 0.01% | −2,317−55.2% | Reduced |
| Haven Private, LLC | 1,884 | $345.8K | 0.20% | +1,884 | New |
| Arcataur Capital Management LLC | 1,886 | $346.1K | 0.12% | −135−6.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,889 | $346.6K | 0.01% | +651+52.6% | Added |
| Everpar Advisors LLC | 1,895 | $347.8K | 0.18% | −665−26.0% | Reduced |
| Beaumont Financial Advisors, LLC | 1,901 | $348.9K | 0.03% | +2+0.1% | Added |
| Sapient Capital LLC | 1,907 | $350.0K | 0.01% | −410−17.7% | Reduced |
| Park National Corp | 1,921 | $352.5K | 0.01% | −340−15.0% | Reduced |
| Copley Financial Group, Inc. | 1,922 | $352.7K | 0.27% | +99+5.4% | Added |
| Sigma Planning Corp | 1,940 | $356.0K | 0.01% | −1,933−49.9% | Reduced |
| Apollon Wealth Management, LLC | 1,960 | $359.8K | 0.01% | −730−27.1% | Reduced |
| Define Financial, LLC | 1,960 | $363.9K | 0.28% | −194−9.0% | Reduced |
| Meridian Wealth Management, LLC | 1,998 | $366.6K | 0.02% | +173+9.5% | Added |
| Perbak Capital Partners LLP | 1,999 | $366.9K | 0.27% | +1,999 | New |
| Community Bank, N.A. | 2,000 | $367.0K | 0.05% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,008 | $368.5K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,014 | $369.7K | 0.19% | +296+17.2% | Added |
| Concurrent Investment Advisors, LLC | 2,023 | $371.3K | 0.01% | +1,079+114.3% | Added |
| Warren Averett Asset Management, LLC | 2,035 | $373.5K | 0.00% | +308+17.8% | Added |
| Charter Research & Investment Group, Inc. | 2,036 | $373.6K | 0.29% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,038 | $374.0K | 0.01% | −929−31.3% | Reduced |
| Jump Financial, LLC | 2,063 | $378.6K | 0.01% | −65,064−96.9% | Reduced |
| Qtron Investments LLC | 2,079 | $381.5K | 0.06% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,083 | $382.3K | 0.04% | +645+44.9% | Added |
| Farther Finance Advisors, LLC | 2,069 | $382.5K | 0.01% | +1,328+179.2% | Added |
| Financial Advisory Corp | 2,103 | $386.0K | 0.12% | +2,103 | New |
| Advisor Resource Council | 2,203 | $389.6K | 0.03% | +2,203 | New |
| Allred Capital Management, LLC | 2,125 | $389.9K | 0.16% | +7+0.3% | Added |
| Nvest Financial, LLC | 2,127 | $390.4K | 0.21% | +189+9.8% | Added |
| Dark Forest Capital Management LP | 2,131 | $391.1K | 0.02% | −4,608−68.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,146 | $393.8K | 0.11% | +10.0% | Added |
| GAMMA Investing LLC | 2,159 | $396.2K | 0.03% | −2,985−58.0% | Reduced |
| Unique Wealth Strategies, LLC | 2,161 | $396.6K | 0.18% | +2,161 | New |
| Schear Investment Advisers, LLC | 2,175 | $399.2K | 0.23% | −1,557−41.7% | Reduced |
| Ellevest, Inc. | 2,196 | $403.0K | 0.03% | +641+41.2% | Added |
| WealthTrust Axiom LLC | 2,200 | $403.7K | 0.12% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 2,201 | $403.9K | 0.02% | +2,201 | New |
| Resources Investment Advisors, LLC. | 2,208 | $405.2K | 0.00% | +137+6.6% | Added |
| Burns Matteson Capital Management, LLC | 2,215 | $406.5K | 0.22% | −480−17.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,224 | $408.1K | 0.22% | −106−4.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,233 | $409.8K | 0.10% | −25−1.1% | Reduced |
| Bessemer Group Inc | 2,242 | $412.0K | 0.00% | +65+3.0% | Added |
| Coastline Trust Co | 2,250 | $412.9K | 0.05% | −790−26.0% | Reduced |
| Iams Wealth Management, LLC | 2,259 | $414.6K | 0.19% | +761+50.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,270 | $416.6K | 0.08% | +970+74.6% | Added |
| PFG Investments, LLC | 2,273 | $417.1K | 0.03% | +1,103+94.3% | Added |
| We Are One Seven, LLC | 2,308 | $423.6K | 0.02% | +261+12.8% | Added |
| Gilbert & Cook, Inc. | 2,325 | $426.7K | 0.06% | −2,224−48.9% | Reduced |
| CSS LLC | 2,330 | $427.6K | 0.03% | +2,330 | New |
| 17 Capital Partners, LLC | 2,332 | $428.0K | 0.27% | −1,993−46.1% | Reduced |
| Brown Financial Advisors | 2,334 | $428.3K | 0.18% | +399+20.6% | Added |
| Transcend Wealth Collective, LLC | 2,340 | $429.4K | 0.03% | −104−4.3% | Reduced |
| 44 Wealth Management LLC | 2,358 | $432.7K | 0.16% | −171−6.8% | Reduced |
| Athena Investment Management | 2,358 | $432.7K | 0.26% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,293 | $435.1K | 0.01% | +43+1.9% | Added |
| Frank, Rimerman Advisors LLC | 2,381 | $437.0K | 0.03% | +659+38.3% | Added |
| Procyon Private Wealth Partners, LLC | 2,394 | $439.3K | 0.03% | +559+30.5% | Added |
| Signaturefd, LLC | 2,394 | $439.3K | 0.01% | +1,425+147.1% | Added |
| Winton Group Ltd | 2,396 | $439.7K | 0.03% | +2,396 | New |
| Arnhold LLC | 2,400 | $440.4K | 0.04% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 2,407 | $441.7K | 0.10% | +2,407 | New |
| WD Rutherford LLC | 2,417 | $444.4K | 0.24% | −7,800−76.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,426 | $445.0K | 0.02% | −290−10.7% | Reduced |
| Wedbush Securities Inc | 2,435 | $447.0K | 0.02% | +747+44.3% | Added |
| Anchor Investment Management, LLC | 2,440 | $447.8K | 0.04% | −12−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,458 | $451.1K | 0.00% | −4,602−65.2% | Reduced |
| Meridian Investment Counsel Inc. | 2,475 | $454.2K | 0.13% | −250−9.2% | Reduced |
| Creekmur Asset Management LLC | 2,484 | $455.9K | 0.10% | +2,484 | New |
| Johnson Investment Counsel Inc | 2,495 | $457.9K | 0.00% | +187+8.1% | Added |
| Corps Capital Advisors, LLC | 2,500 | $458.8K | 0.48% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,509 | $460.5K | 0.01% | −1,587−38.7% | Reduced |
| Doliver Advisors, LP | 2,513 | $461.2K | 0.13% | +940+59.8% | Added |
| First Command Advisory Services, Inc. | 2,517 | $461.9K | 0.00% | +13+0.5% | Added |
| Polymer Capital Management (US) LLC | 2,521 | $462.7K | 0.14% | +2,521 | New |
| Arlington Trust Co LLC | 2,526 | $463.6K | 0.10% | −374−12.9% | Reduced |
| Diamant Asset Management, Inc. | 2,545 | $467.1K | 0.35% | −350−12.1% | Reduced |
| Keynote Financial Services LLC | 2,554 | $468.7K | 0.33% | +1,097+75.3% | Added |
| Sequoia Financial Advisors, LLC | 2,564 | $470.6K | 0.00% | −3,051−54.3% | Reduced |
| Profund Advisors LLC | 2,565 | $470.7K | 0.02% | +561+28.0% | Added |
| Whelan Financial | 2,587 | $474.8K | 0.18% | +2,587 | New |
| Equitable Holdings, Inc. | 2,618 | $480.5K | 0.00% | −460−14.9% | Reduced |
| Diametric Capital, LP | 2,627 | $482.1K | 0.57% | +2,627 | New |
| First Citizens Bank & Trust Co | 2,635 | $483.6K | 0.01% | +6+0.2% | Added |
| Gallacher Capital Management LLC | 2,635 | $483.6K | 0.24% | +2,635 | New |
| Golden State Equity Partners | 2,638 | $484.1K | 0.10% | +2,638 | New |
| Intrust Bank NA | 2,648 | $486.0K | 0.05% | −210−7.3% | Reduced |
| Agf Management Ltd | 2,656 | $487.4K | 0.00% | +2,656 | New |
| Valley National Advisers Inc | 2,672 | $490.0K | 0.09% | −1,162−30.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,669 | $490.9K | 0.04% | +196+7.9% | Added |
| Axxcess Wealth Management, LLC | 2,675 | $490.9K | 0.01% | −206−7.2% | Reduced |
| Optimize Financial Inc | 2,688 | $493.3K | 0.19% | +785+41.3% | Added |