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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 2,700 | $495.6K | 0.01% | +60+2.3% | Added |
| Inscription Capital, LLC | 1,825 | $496.0K | 0.08% | +1,825 | New |
| Horizon Investments, LLC | 2,723 | $497.0K | 0.01% | +103+3.9% | Added |
| 1620 Investment Advisors, Inc. | 2,715 | $498.3K | 0.38% | +268+11.0% | Added |
| Norden Group LLC | 2,726 | $500.3K | 0.06% | −106−3.7% | Reduced |
| SFMG, LLC | 2,750 | $504.6K | 0.04% | −598−17.9% | Reduced |
| MUFG Securities Americas Inc. | 2,751 | $504.9K | 0.06% | +446+19.3% | Added |
| Integrity Alliance, LLC. | 2,796 | $513.1K | 0.02% | +2,796 | New |
| Aries Wealth Management | 2,819 | $517.3K | 0.14% | +153+5.7% | Added |
| HBW Advisory Services LLC | 2,830 | $519.4K | 0.07% | +538+23.5% | Added |
| Banque Cantonale Vaudoise | 2,863 | $525.0K | 0.02% | +2,863 | New |
| Pictet & Cie (Europe) SA | 2,864 | $525.6K | 0.01% | −3,232−53.0% | Reduced |
| Forte Capital LLC | 2,896 | $531.5K | 0.06% | −8−0.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,924 | $536.6K | 0.32% | +2,924 | New |
| Independent Financial Group, LLC | 2,939 | $539.4K | 0.02% | −1,082−26.9% | Reduced |
| Cypress Asset Management Inc | 2,942 | $539.9K | 0.14% | −9,822−77.0% | Reduced |
| Vestcor Inc | 2,970 | $545.0K | 0.02% | −993−25.1% | Reduced |
| Advisors Asset Management, Inc. | 2,974 | $545.8K | 0.01% | −77−2.5% | Reduced |
| Boston Private Wealth LLC | 2,975 | $546.0K | 0.02% | −259−8.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,978 | $546.5K | 0.05% | +2,978 | New |
| Independent Solutions Wealth Management, LLC | 2,998 | $550.2K | 0.12% | −861−22.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $550.6K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,000 | $550.6K | 0.02% | +2,023+207.1% | Added |
| B&L Asset Management LLC | 3,009 | $552.2K | 0.36% | −3,992−57.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,018 | $553.9K | 0.14% | −1,061−26.0% | Reduced |
| Rehmann Capital Advisory Group | 3,025 | $555.3K | 0.03% | −856−22.1% | Reduced |
| MQS Management LLC | 3,036 | $557.2K | 0.32% | +3,036 | New |
| Empirical Finance, LLC | 3,044 | $558.6K | 0.03% | +167+5.8% | Added |
| Harbor Capital Advisors, Inc. | 3,051 | $560.0K | 0.03% | +815+36.4% | Added |
| Umb Bank N A | 3,067 | $562.9K | 0.01% | −2,546−45.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,070 | $563.4K | 0.02% | −698−18.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,075 | $564.2K | 0.31% | +1,022+49.8% | Added |
| Nautilus Advisors LLC | 3,092 | $567.4K | 0.47% | −111−3.5% | Reduced |
| Prentice Wealth Management LLC | 3,109 | $570.6K | 0.16% | −260−7.7% | Reduced |
| Ballentine Partners, LLC | 3,109 | $570.6K | 0.01% | +218+7.5% | Added |
| Merit Financial Group, LLC | 3,110 | $570.8K | 0.01% | +839+36.9% | Added |
| Bahl & Gaynor Inc | 3,123 | $573.1K | 0.00% | −320−9.3% | Reduced |
| Virtu Financial LLC | 3,133 | $575.0K | 0.03% | −23,487−88.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $580.1K | 0.01% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,165 | $580.8K | 0.46% | −50−1.6% | Reduced |
| Tranquility Partners, LLC | 3,194 | $586.2K | 0.23% | −71−2.2% | Reduced |
| Mediolanum International Funds Ltd | 3,202 | $588.3K | 0.01% | +3,202 | New |
| Souders Financial Advisors | 3,217 | $590.4K | 0.08% | −4,358−57.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,235 | $593.8K | 0.30% | +821+34.0% | Added |
| Stratos Wealth Advisors, LLC | 3,247 | $596.0K | 0.03% | +214+7.1% | Added |
| Personal Cfo Solutions, LLC | 3,308 | $607.1K | 0.12% | +682+26.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,550 | $612.7K | 0.01% | −1,546−30.3% | Reduced |
| Magnolia Capital Management Ltd | 3,345 | $614.0K | 0.53% | −835−20.0% | Reduced |
| TLWM | 3,351 | $615.0K | 0.12% | +32+1.0% | Added |
| Grove Bank & Trust | 3,369 | $618.3K | 0.08% | +752+28.7% | Added |
| NorthRock Partners, LLC | 3,407 | $625.2K | 0.02% | +1,062+45.3% | Added |
| Larson Financial Group LLC | 3,408 | $625.5K | 0.03% | +3,337+4,700.0% | Added |
| Haverford Trust Co | 3,417 | $627.1K | 0.01% | −74−2.1% | Reduced |
| TD Private Client Wealth LLC | 3,439 | $631.2K | 0.02% | −1,910−35.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $633.1K | 0.42% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 3,481 | $638.8K | 0.22% | +170+5.1% | Added |
| Kovack Advisors, Inc. | 3,512 | $644.6K | 0.07% | −325−8.5% | Reduced |
| Longfellow Investment Management Co LLC | 3,527 | $647.3K | 0.16% | +3,527 | New |
| Crossmark Global Holdings, Inc. | 3,541 | $649.8K | 0.01% | +267+8.2% | Added |
| Atlantic Union Bankshares Corp | 3,556 | $652.6K | 0.04% | −5,122−59.0% | Reduced |
| Cooper Financial Group | 3,568 | $654.8K | 0.09% | +307+9.4% | Added |
| LifePlan Financial, LLC | 3,581 | $657.2K | 0.57% | +623+21.1% | Added |
| Essex Financial Services, Inc. | 3,614 | $663.3K | 0.05% | −704−16.3% | Reduced |
| Webster Bank, N. A. | 3,651 | $670.0K | 0.07% | −1,360−27.1% | Reduced |
| Chase Investment Counsel Corp | 3,676 | $674.0K | 0.25% | +3,676 | New |
| Tompkins Financial Corp | 3,680 | $675.4K | 0.06% | −35−0.9% | Reduced |
| GTS Securities LLC | 3,706 | $680.1K | 0.03% | +1,298+53.9% | Added |
| Piscataqua Savings Bank | 3,720 | $682.6K | 0.60% | +62+1.7% | Added |
| Dover Advisors, LLC | 3,750 | $688.2K | 0.30% | +18+0.5% | Added |
| Tudor Investment Corp Et Al | 3,751 | $688.4K | 0.01% | −178,531−97.9% | Reduced |
| Pensionmark Financial Group, LLC | 3,801 | $697.6K | 0.02% | +62+1.7% | Added |
| ELCO Management Co., LLC | 3,831 | $703.1K | 0.39% | +441+13.0% | Added |
| Atria Wealth Solutions, Inc. | 3,841 | $704.8K | 0.01% | −2,627−40.6% | Reduced |
| Old National Bancorp | 3,848 | $706.2K | 0.02% | −4,208−52.2% | Reduced |
| Eads & Heald Wealth Management | 3,865 | $709.0K | 0.36% | −729−15.9% | Reduced |
| KCM Investment Advisors LLC | 3,877 | $711.5K | 0.03% | +333+9.4% | Added |
| Novem Group | 3,897 | $715.2K | 0.10% | +3,897 | New |
| Zevenbergen Capital Investments LLC | 3,910 | $717.6K | 0.02% | −275−6.6% | Reduced |
| Park Avenue Securities LLC | 3,918 | $719.0K | 0.01% | −1,672−29.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,920 | $719.4K | 0.41% | −165−4.0% | Reduced |
| Delta Financial Advisors LLC | 3,924 | $720.2K | 0.27% | +21+0.5% | Added |
| Copperwynd Financial, LLC | 3,931 | $721.4K | 0.20% | +1,055+36.7% | Added |
| United Services Automobile Association | 3,931 | $722.3K | 0.02% | +3,931 | New |
| Prospera Financial Services Inc | 3,955 | $726.1K | 0.02% | −8,171−67.4% | Reduced |
| Venture Visionary Partners LLC | 4,000 | $734.3K | 0.03% | −8−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,009 | $735.7K | 0.05% | −179−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,040 | $741.4K | 0.04% | +1,824+82.3% | Added |
| CoreCap Advisors, LLC | 4,100 | $752.4K | 0.03% | +851+26.2% | Added |
| Federated Hermes, Inc. | 4,120 | $756.1K | 0.00% | −13,403−76.5% | Reduced |
| FLC Capital Advisors | 4,129 | $757.8K | 0.17% | +591+16.7% | Added |
| Quadrant Capital Group LLC | 4,132 | $758.3K | 0.03% | +3,208+347.2% | Added |
| Lipe & Dalton | 4,190 | $769.0K | 0.43% | −724−14.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,199 | $770.7K | 0.05% | −466−10.0% | Reduced |
| Synovus Financial Corp | 4,199 | $770.7K | 0.01% | −267−6.0% | Reduced |
| American National Bank | 4,200 | $770.8K | 0.09% | −565−11.9% | Reduced |
| Cherokee Insurance Co | 4,200 | $770.8K | 0.34% | +1,500+55.6% | Added |
| Fifth Third Wealth Advisors LLC | 4,213 | $773.2K | 0.04% | +932+28.4% | Added |
| Tower Research Capital LLC (TRC) | 4,226 | $775.6K | 0.02% | −6,140−59.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,281 | $785.6K | 0.04% | +2,355+122.3% | Added |
| Pitcairn Co | 4,283 | $786.0K | 0.05% | −1,463−25.5% | Reduced |