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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 6,820 | $1.25M | 0.03% | −14,832−68.5% | Reduced |
| Mutual Advisors, LLC | 6,809 | $1.26M | 0.04% | +2,265+49.8% | Added |
| Private Harbour Investment Management & Counsel, LLC | 6,886 | $1.26M | 1.40% | −358−4.9% | Reduced |
| McDonald Partners LLC | 6,865 | $1.27M | 0.33% | +730+11.9% | Added |
| Argent Trust Co | 6,952 | $1.28M | 0.05% | −1,570−18.4% | Reduced |
| Moody National Bank Trust Division | 6,991 | $1.28M | 0.13% | +64+0.9% | Added |
| Dohj, LLC | 7,016 | $1.29M | 0.29% | +119+1.7% | Added |
| Triangle Securities Wealth Management | 7,110 | $1.30M | 0.34% | −612−7.9% | Reduced |
| Centiva Capital, LP | 7,115 | $1.31M | 0.08% | +3,307+86.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,118 | $1.31M | 0.17% | +350+5.2% | Added |
| DoubleLine ETF Adviser LP | 7,198 | $1.32M | 0.44% | −1,680−18.9% | Reduced |
| Dynamic Advisor Solutions LLC | 7,290 | $1.34M | 0.04% | −1,099−13.1% | Reduced |
| New Mexico Educational Retirement Board | 7,321 | $1.34M | 0.05% | −100−1.3% | Reduced |
| NEOS Investment Management LLC | 7,327 | $1.34M | 0.03% | +1,253+20.6% | Added |
| Stablepoint Partners, LLC | 7,341 | $1.35M | 0.24% | +2,340+46.8% | Added |
| Verition Fund Management LLC | 7,343 | $1.35M | 0.01% | −65,036−89.9% | Reduced |
| Oppenheimer Asset Management Inc. | 7,360 | $1.35M | 0.02% | +1,651+28.9% | Added |
| Pinnacle Financial Partners Inc | 7,140 | $1.35M | 0.03% | −64−0.9% | Reduced |
| Round Rock Advisors, LLC | 7,377 | $1.35M | 0.25% | −10−0.1% | Reduced |
| Premier Path Wealth Partners, LLC | 7,390 | $1.36M | 0.21% | +1,748+31.0% | Added |
| Invst, LLC | 7,441 | $1.37M | 0.19% | +7,441 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,564 | $1.37M | 0.01% | +1,599+26.8% | Added |
| Maryland State Retirement & Pension System | 7,449 | $1.37M | 0.03% | −1,059−12.4% | Reduced |
| Allworth Financial LP | 7,305 | $1.37M | 0.01% | −52−0.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,469 | $1.37M | 0.33% | +7,469 | New |
| Gs Investments, Inc. | 7,485 | $1.37M | 0.65% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,552 | $1.39M | 0.02% | −13,904−64.8% | Reduced |
| Radnor Capital Management, LLC | 7,558 | $1.39M | 0.23% | +504+7.1% | Added |
| Plato Investment Management Ltd | 7,490 | $1.39M | 0.12% | +15+0.2% | Added |
| Banque Pictet & Cie SA | 7,600 | $1.39M | 0.01% | −1,150−13.1% | Reduced |
| Chiron Capital Management, LLC | 7,601 | $1.39M | 1.27% | +7,601 | New |
| Ieq Capital, LLC | 7,606 | $1.40M | 0.01% | −2,128−21.9% | Reduced |
| Benedict Financial Advisors Inc | 7,633 | $1.40M | 0.32% | +1,349+21.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.40M | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 7,696 | $1.41M | 0.06% | −4,788−38.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,751 | $1.42M | 0.02% | −4,864−38.6% | Reduced |
| Baldwin Investment Management, LLC | 7,802 | $1.43M | 0.17% | +75+1.0% | Added |
| Assenagon Asset Management S.A. | 7,822 | $1.44M | 0.00% | −129,852−94.3% | Reduced |
| Archon Partners LLC | 7,825 | $1.44M | 0.17% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,915 | $1.45M | 0.00% | −11,915−60.1% | Reduced |
| West Oak Capital, LLC | 7,958 | $1.46M | 0.56% | +275+3.6% | Added |
| Thrivent Financial for Lutherans | 7,550 | $1.46M | 0.00% | −30−0.4% | Reduced |
| Norinchukin Bank, The | 7,975 | $1.46M | 0.03% | +1,030+14.8% | Added |
| Bangor Savings Bank | 8,020 | $1.47M | 0.14% | −489−5.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,050 | $1.48M | 0.45% | +3,903+94.1% | Added |
| Trust Co of Vermont | 8,063 | $1.48M | 0.07% | −7,483−48.1% | Reduced |
| Securian Asset Management, Inc | 8,176 | $1.50M | 0.05% | −200−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,224 | $1.51M | 0.01% | −11,054−57.3% | Reduced |
| Ostrum Asset Management | 8,302 | $1.52M | 0.08% | −10,328−55.4% | Reduced |
| Avantax Advisory Services, Inc. | 8,306 | $1.52M | 0.01% | −26,226−75.9% | Reduced |
| Keybank National Association | 8,336 | $1.53M | 0.01% | −1,088−11.5% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $1.54M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,494 | $1.56M | 0.02% | −251−2.9% | Reduced |
| Marshall Wace, LLP | 8,500 | $1.56M | 0.00% | −138,954−94.2% | Reduced |
| Oak Harvest Investment Services | 8,704 | $1.60M | 0.22% | −979−10.1% | Reduced |
| Capstone Investment Advisors, LLC | 8,845 | $1.62M | 0.01% | −4,593−34.2% | Reduced |
| Ossiam | 8,944 | $1.64M | 0.02% | −5,872−39.6% | Reduced |
| Metis Global Partners, LLC | 8,956 | $1.64M | 0.05% | +1,694+23.3% | Added |
| Shorepoint Capital Partners LLC | 9,023 | $1.66M | 0.37% | −4,499−33.3% | Reduced |
| Allstate Corp | 9,026 | $1.66M | 0.05% | +4,041+81.1% | Added |
| Resources Management Corp | 9,036 | $1.66M | 0.23% | −9,631−51.6% | Reduced |
| Beacon Pointe Advisors, LLC | 9,208 | $1.69M | 0.02% | −3,226−25.9% | Reduced |
| Tower Bridge Advisors | 9,237 | $1.70M | 0.19% | −521−5.3% | Reduced |
| FineMark National Bank & Trust | 9,250 | $1.70M | 0.06% | −46,249−83.3% | Reduced |
| Plimoth Trust Co LLC | 9,296 | $1.71M | 0.44% | +2,436+35.5% | Added |
| Hartford Investment Management Co | 9,478 | $1.74M | 0.06% | −192−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 10,307 | $1.76M | 0.00% | −1,843−15.2% | Reduced |
| Empowered Funds, LLC | 9,603 | $1.76M | 0.03% | −6,972−42.1% | Reduced |
| AXA S.A. | 9,631 | $1.77M | 0.01% | −3,920−28.9% | Reduced |
| GWM Advisors LLC | 9,704 | $1.78M | 0.01% | −149−1.5% | Reduced |
| TBH Global Asset Management, LLC | 9,716 | $1.78M | 0.34% | −227−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 9,762 | $1.79M | 0.04% | −9,418−49.1% | Reduced |
| Bryn Mawr Trust Co | 9,849 | $1.81M | 0.03% | −10,545−51.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,892 | $1.82M | 0.12% | −1,405−12.4% | Reduced |
| Candriam Luxembourg S.C.A. | 9,894 | $1.82M | 0.01% | −1,143−10.4% | Reduced |
| HighVista Strategies LLC | 9,900 | $1.82M | 0.70% | +3,700+59.7% | Added |
| Principal Securities, Inc. | 8,229 | $1.82M | 0.04% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 10,048 | $1.84M | 1.26% | +1,322+15.2% | Added |
| Renaissance Technologies LLC | 10,100 | $1.85M | 0.00% | −101,600−91.0% | Reduced |
| Oddo BHF Asset Management SAS | 10,140 | $1.86M | 0.08% | +10,140 | New |
| Cornerstone Capital, Inc. | 10,212 | $1.87M | 0.20% | −35,646−77.7% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $1.89M | 0.46% | 00.0% | Unchanged |
| LMR Partners LLP | 10,393 | $1.91M | 0.04% | +10,393 | New |
| HBK Sorce Advisory LLC | 10,412 | $1.91M | 0.06% | +904+9.5% | Added |
| Ar Asset Management Inc | 10,525 | $1.93M | 0.44% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 10,540 | $1.93M | 0.13% | −9,701−47.9% | Reduced |
| Sone Capital Management, LLC | 10,583 | $1.94M | 0.20% | −40,245−79.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,670 | $1.96M | 0.02% | +4,682+78.2% | Added |
| Moors & Cabot, Inc. | 10,678 | $1.96M | 0.10% | −8,104−43.1% | Reduced |
| iA Global Asset Management Inc. | 10,696 | $1.96M | 0.03% | +295+2.8% | Added |
| Rafferty Asset Management, LLC | 10,717 | $1.97M | 0.01% | −2,828−20.9% | Reduced |
| Kentucky Retirement Systems | 10,745 | $1.97M | 0.06% | −22−0.2% | Reduced |
| Congress Wealth Management LLC | 10,946 | $2.01M | 0.02% | +7,475+215.4% | Added |
| City Holding Co | 10,999 | $2.02M | 0.28% | −2,629−19.3% | Reduced |
| Alpha Omega Wealth Management LLC | 11,027 | $2.02M | 0.39% | −5,347−32.7% | Reduced |
| Captrust Financial Advisors | 11,060 | $2.03M | 0.01% | −6,176−35.8% | Reduced |
| Ancora Advisors, LLC | 11,070 | $2.03M | 0.05% | +7,986+258.9% | Added |
| Bridgewater Associates, LP | 11,446 | $2.10M | 0.01% | −123,918−91.5% | Reduced |
| Vista Investment Management | 11,467 | $2.10M | 0.82% | −12−0.1% | Reduced |
| Parallel Advisors, LLC | 11,484 | $2.11M | 0.05% | −5,438−32.1% | Reduced |