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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 4,330 | $794.6K | 0.03% | +32+0.7% | Added |
| Bryce Point Capital, LLC | 4,669 | $806.8K | 0.61% | −5,285−53.1% | Reduced |
| Garner Asset Management Corp | 4,397 | $806.9K | 0.35% | −775−15.0% | Reduced |
| Perigon Wealth Management, LLC | 4,412 | $809.7K | 0.02% | −2,773−38.6% | Reduced |
| Tectonic Advisors LLC | 4,422 | $811.6K | 0.05% | +631+16.6% | Added |
| Citizens National Bank Trust Department | 4,428 | $812.6K | 0.17% | −3,389−43.4% | Reduced |
| Byrne Asset Management LLC | – | $816.1K | 0.61% | – | – |
| Hohimer Wealth Management, LLC | 4,471 | $820.6K | 0.16% | −8,875−66.5% | Reduced |
| Generali Asset Management SPA SGR | 4,472 | $820.7K | 0.02% | +190+4.4% | Added |
| First National Trust Co | 4,494 | $824.7K | 0.03% | −5,394−54.6% | Reduced |
| National Asset Management, Inc. | 4,505 | $826.7K | 0.03% | −1,964−30.4% | Reduced |
| Silvercrest Asset Management Group LLC | 4,537 | $832.7K | 0.01% | −2,894−38.9% | Reduced |
| Investment Management Corp of Ontario | 4,555 | $835.9K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 4,575 | $839.6K | 0.01% | −1,300−22.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,577 | $840.0K | 0.06% | −1,323−22.4% | Reduced |
| Sierra Summit Advisors LLC | 4,585 | $841.4K | 0.18% | +4,585 | New |
| Parvin Asset Management, LLC | 4,650 | $853.4K | 0.96% | +165+3.7% | Added |
| Kingsview Wealth Management, LLC | 4,653 | $853.9K | 0.02% | −829−15.1% | Reduced |
| Mattson Financial Services, LLC | 4,667 | $856.5K | 0.26% | +1,205+34.8% | Added |
| Benjamin Edwards Inc | 4,667 | $856.7K | 0.01% | +181+4.0% | Added |
| Iron Financial, LLC | 4,682 | $859.2K | 0.48% | +4,682 | New |
| Siemens Fonds Invest GmbH | 4,736 | $869.2K | 0.06% | +135+2.9% | Added |
| Inceptionr LLC | 4,760 | $873.6K | 0.26% | +52+1.1% | Added |
| Dock Street Asset Management Inc | 4,760 | $873.6K | 0.10% | +4,760 | New |
| Vident Advisory, LLC | 4,828 | $886.2K | 0.01% | +1,993+70.3% | Added |
| Legacy Advisors, LLC | 4,854 | $890.8K | 0.09% | −129−2.6% | Reduced |
| one8zero8, LLC | 4,867 | $893.2K | 0.21% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,886 | $896.7K | 0.01% | −1,720−26.0% | Reduced |
| Signal Advisors Wealth, LLC | 4,893 | $898.0K | 0.09% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,907 | $900.6K | 0.03% | +947+23.9% | Added |
| Nomura Holdings Inc | 4,913 | $901.6K | 0.00% | −229−4.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,919 | $902.7K | 0.01% | −12,356−71.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,942 | $907.0K | 0.01% | −15−0.3% | Reduced |
| Kennedy Investment Group | 4,984 | $914.6K | 0.42% | −228−4.4% | Reduced |
| Vontobel Holding Ltd. | 4,998 | $917.2K | 0.00% | −890−15.1% | Reduced |
| Ally Financial Inc. | 5,000 | $917.6K | 0.10% | +1,000+25.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 5,000 | $918.0K | 0.01% | −8,500−63.0% | Reduced |
| RSM US Wealth Management LLC | 5,033 | $923.7K | 0.01% | −1,330−20.9% | Reduced |
| Trust Investment Advisors | 5,051 | $927.0K | 0.60% | +6+0.1% | Added |
| Scientech Research LLC | 5,051 | $927.0K | 0.25% | +4,117+440.8% | Added |
| Glenmede Trust Co NA | 5,054 | $927.5K | 0.00% | +478+10.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,065 | $929.5K | 0.03% | +860+20.5% | Added |
| CAPROCK Group, Inc. | 5,089 | $934.0K | 0.03% | +244+5.0% | Added |
| Choate Investment Advisors | 5,095 | $935.0K | 0.02% | −43−0.8% | Reduced |
| Cornerstone Advisors, LLC | 5,100 | $936.0K | 0.04% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,137 | $942.7K | 0.33% | +400+8.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,147 | $944.6K | 0.33% | −85−1.6% | Reduced |
| Fortress Private Ledger, LLC | 5,183 | $951.2K | 0.53% | +26+0.5% | Added |
| Altshuler Shaham Ltd | 5,218 | $957.6K | 0.02% | −900−14.7% | Reduced |
| Anb Bank | 5,234 | $960.5K | 0.43% | +1,737+49.7% | Added |
| Knollwood Investment Advisory, LLC | 5,259 | $965.1K | 0.11% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 5,300 | $972.7K | 1.26% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,310 | $974.6K | 0.24% | −18−0.3% | Reduced |
| Pflug Koory, LLC | 5,314 | $975.2K | 0.54% | −62−1.2% | Reduced |
| Palisade Capital Management LLC | 5,350 | $981.8K | 0.03% | −600−10.1% | Reduced |
| Aurdan Capital Management, LLC | 5,428 | $996.1K | 0.38% | −3,962−42.2% | Reduced |
| Aberdeen Wealth Management LLC | 5,515 | $1.01M | 0.70% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,531 | $1.02M | 0.00% | −16,340−74.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,546 | $1.02M | 0.65% | −36−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,647 | $1.04M | 0.01% | −25−0.4% | Reduced |
| Canandaigua National Trust Co of Florida | 5,653 | $1.04M | 0.91% | +4,340+330.5% | Added |
| Assetmark, Inc | 5,682 | $1.04M | 0.00% | −19,389−77.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,700 | $1.05M | 0.58% | −700−10.9% | Reduced |
| IFP Advisors, Inc | 5,761 | $1.06M | 0.03% | +3,659+174.1% | Added |
| Brown Advisory Inc | 5,760 | $1.06M | 0.00% | −335−5.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,771 | $1.06M | 0.03% | −254−4.2% | Reduced |
| Barden Capital Management, Inc. | 5,835 | $1.07M | 0.95% | +261+4.7% | Added |
| TownSquare Capital, LLC | 5,839 | $1.07M | 0.01% | −104−1.7% | Reduced |
| Cim Investment Mangement Inc | 5,885 | $1.08M | 0.25% | +3+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 5,886 | $1.08M | 0.02% | +309+5.5% | Added |
| Omers Administration Corp | 5,893 | $1.08M | 0.01% | −986−14.3% | Reduced |
| Sirios Capital Management L P | 5,903 | $1.08M | 0.19% | −1,080−15.5% | Reduced |
| HighPoint Advisor Group LLC | 5,821 | $1.08M | 0.06% | +19+0.3% | Added |
| EP Wealth Advisors, LLC | 5,912 | $1.08M | 0.01% | +5,912 | New |
| Harbour Trust & Investment Management Co | 5,947 | $1.09M | 0.13% | −26,498−81.7% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.10M | 0.12% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,034 | $1.11M | 0.01% | +635+11.8% | Added |
| Orion Portfolio Solutions, LLC | 6,034 | $1.11M | 0.01% | +635+11.8% | Added |
| Marco Investment Management LLC | 6,046 | $1.11M | 0.10% | −1,100−15.4% | Reduced |
| Cobblestone Capital Advisors LLC | 6,096 | $1.12M | 0.06% | −2,689−30.6% | Reduced |
| Jefferies Financial Group Inc. | 6,122 | $1.12M | 0.02% | +1,851+43.3% | Added |
| Infusive Asset Management Inc. | 6,135 | $1.13M | 0.52% | −10,948−64.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,168 | $1.13M | 0.11% | +20.0% | Added |
| Jacobs Levy Equity Management, Inc | 6,247 | $1.15M | 0.00% | +6,247 | New |
| Northstar Asset Management LLC | 6,318 | $1.16M | 0.28% | −1,175−15.7% | Reduced |
| United Capital Financial Advisers, LLC | 6,329 | $1.16M | 0.01% | +2,414+61.7% | Added |
| CWM, LLC | 6,329 | $1.16M | 0.00% | −1,155−15.4% | Reduced |
| SWS Partners | 6,381 | $1.17M | 0.38% | −33−0.5% | Reduced |
| Arkadios Wealth Advisors | 6,478 | $1.19M | 0.05% | +3,948+156.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 6,674 | $1.19M | 0.06% | +6,674 | New |
| Stableford Capital II LLC | 6,434 | $1.20M | 0.51% | +29+0.5% | Added |
| Allianz SE | 6,556 | $1.20M | 0.03% | −140−2.1% | Reduced |
| Cross Staff Investments Inc | 6,609 | $1.21M | 0.92% | −190−2.8% | Reduced |
| Platform Technology Partners | 6,627 | $1.22M | 0.35% | +566+9.3% | Added |
| Wealthfront Advisers LLC | 6,643 | $1.22M | 0.00% | +3,790+132.8% | Added |
| Ameritas Advisory Services, LLC | 6,396 | $1.22M | 0.05% | +468+7.9% | Added |
| HCR Wealth Advisors | 6,673 | $1.22M | 0.16% | −1,371−17.0% | Reduced |
| MAI Capital Management | 6,726 | $1.23M | 0.01% | −905−11.9% | Reduced |
| Jacobi Capital Management LLC | 6,748 | $1.24M | 0.09% | +395+6.2% | Added |
| Pinnacle Associates Ltd | 6,769 | $1.24M | 0.02% | −17,300−71.9% | Reduced |