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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 11,624 | $2.13M | 0.30% | +1,875+19.2% | Added |
| BKD Wealth Advisors, LLC | 11,664 | $2.14M | 0.05% | +943+8.8% | Added |
| Private Trust Co NA | 11,706 | $2.15M | 0.22% | +173+1.5% | Added |
| Integrated Wealth Concepts LLC | 11,742 | $2.15M | 0.03% | −357−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,880 | $2.18M | 0.01% | −53,378−81.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,055 | $2.21M | 0.02% | −23,699−66.3% | Reduced |
| Jones Financial Companies LLLP | 12,079 | $2.22M | 0.00% | +933+8.4% | Added |
| Fayez Sarofim & Co | 12,350 | $2.27M | 0.01% | −3,040−19.8% | Reduced |
| JustInvest LLC | 12,394 | $2.27M | 0.03% | +723+6.2% | Added |
| Mizuho Securities USA LLC | 12,443 | $2.28M | 0.05% | −2,354−15.9% | Reduced |
| Stephens Inc | 12,541 | $2.30M | 0.03% | −37,886−75.1% | Reduced |
| HB Wealth Management, LLC | 12,678 | $2.33M | 0.02% | +7,416+140.9% | Added |
| Northcape Wealth Management, LLC | 12,720 | $2.33M | 0.75% | +2,762+27.7% | Added |
| Central Trust Co | 12,758 | $2.34M | 0.06% | −887−6.5% | Reduced |
| Advisory Services Network, LLC | 12,785 | $2.35M | 0.05% | +1,409+12.4% | Added |
| Fulton Bank, N.A. | 12,789 | $2.35M | 0.09% | −2,333−15.4% | Reduced |
| Private Advisor Group, LLC | 12,822 | $2.35M | 0.01% | −962−7.0% | Reduced |
| Citizens Financial Group Inc | 12,837 | $2.36M | 0.05% | −40,880−76.1% | Reduced |
| EULAV Asset Management | 13,000 | $2.39M | 0.06% | 00.0% | Unchanged |
| Woodline Partners LP | 13,129 | $2.41M | 0.02% | +13,129 | New |
| Balyasny Asset Management LLC | 13,240 | $2.43M | 0.01% | +3,636+37.9% | Added |
| Quantinno Capital Management LP | 13,290 | $2.44M | 0.02% | −2,672−16.7% | Reduced |
| Linscomb & Williams, Inc. | 13,294 | $2.44M | 0.12% | +685+5.4% | Added |
| Oregon Public Employees Retirement Fund | 13,394 | $2.46M | 0.05% | +10+0.1% | Added |
| RNC Capital Management LLC | 13,484 | $2.47M | 0.13% | +870+6.9% | Added |
| Morton Community Bank | 13,507 | $2.48M | 0.65% | +1,405+11.6% | Added |
| Ilex Capital Partners (UK) LLP | 13,580 | $2.49M | 0.10% | +13,580 | New |
| Steward Partners Investment Advisory, LLC | 13,700 | $2.51M | 0.02% | −1,982−12.6% | Reduced |
| Valeo Financial Advisors, LLC | 13,718 | $2.52M | 0.07% | +699+5.4% | Added |
| Birch Hill Investment Advisors LLC | 14,205 | $2.61M | 0.12% | −134,169−90.4% | Reduced |
| Burney Co | 14,422 | $2.65M | 0.10% | −928−6.0% | Reduced |
| Rakuten Investment Management, Inc. | 14,645 | $2.69M | 0.01% | +14,645 | New |
| Tocqueville Asset Management L.P. | 14,698 | $2.70M | 0.04% | −34,248−70.0% | Reduced |
| Hedeker Wealth, LLC | 14,743 | $2.71M | 0.73% | −1,383−8.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,777 | $2.71M | 0.01% | −2,642−15.2% | Reduced |
| Man Group plc | 14,827 | $2.72M | 0.01% | −27,239−64.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,904 | $2.73M | 0.01% | −10,609−41.6% | Reduced |
| Freemont Management S.A. | 13,700 | $2.76M | 1.09% | −1,300−8.7% | Reduced |
| Toth Financial Advisory Corp | 15,195 | $2.79M | 0.34% | −3,730−19.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,253 | $2.80M | 0.01% | +9,752+177.3% | Added |
| Occidental Asset Management, LLC | 15,442 | $2.83M | 0.43% | +2,048+15.3% | Added |
| Mercer Global Advisors Inc | 15,579 | $2.86M | 0.01% | −1,746−10.1% | Reduced |
| UniSuper Management Pty Ltd | 15,745 | $2.89M | 0.02% | +1,716+12.2% | Added |
| Shelton Capital Management | 16,001 | $2.94M | 0.07% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 16,010 | $2.94M | 0.75% | −4,550−22.1% | Reduced |
| Howe & Rusling Inc | 16,119 | $2.96M | 0.25% | −39,495−71.0% | Reduced |
| Level Four Advisory Services, LLC | 16,149 | $2.96M | 0.12% | +3,778+30.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 16,170 | $2.97M | 0.01% | +1,829+12.8% | Added |
| Addison Capital Co | 16,347 | $3.00M | 1.18% | −846−4.9% | Reduced |
| Lee Danner & Bass Inc | 16,525 | $3.03M | 0.25% | −1,486−8.3% | Reduced |
| Kavar Capital Partners Group, LLC | 16,578 | $3.04M | 0.51% | +231+1.4% | Added |
| Eagle Rock Investment Company, LLC | 16,584 | $3.04M | 0.52% | +16,584 | New |
| Blair William & Co | 16,639 | $3.05M | 0.01% | −10,806−39.4% | Reduced |
| Toroso Investments, LLC | 16,680 | $3.06M | 0.03% | +1,214+7.8% | Added |
| Natixis | 16,698 | $3.06M | 0.02% | +11+0.1% | Added |
| Bank of Nova Scotia | 16,748 | $3.07M | 0.01% | −4,343−20.6% | Reduced |
| Yousif Capital Management, LLC | 16,812 | $3.09M | 0.04% | −3,476−17.1% | Reduced |
| Quantbot Technologies LP | 16,831 | $3.09M | 0.10% | −27,507−62.0% | Reduced |
| OP Asset Management Ltd | 16,940 | $3.11M | 0.05% | +16,940 | New |
| MidWestOne Financial Group, Inc. | 17,002 | $3.12M | 0.44% | +3,447+25.4% | Added |
| Allspring Global Investments Holdings, LLC | 17,206 | $3.18M | 0.01% | +1,185+7.4% | Added |
| Scotia Capital Inc. | 17,635 | $3.24M | 0.02% | −19,515−52.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,676 | $3.24M | 0.01% | +563+3.3% | Added |
| Koa Wealth Management, LLC | 17,875 | $3.28M | 2.65% | +7,340+69.7% | Added |
| Dillon & Associates Inc | 17,859 | $3.29M | 0.49% | −23,013−56.3% | Reduced |
| Leonteq Securities AG | 18,054 | $3.30M | 0.25% | +16,871+1,426.1% | Added |
| Patton Albertson Miller Group, LLC | 18,048 | $3.31M | 0.49% | −7,912−30.5% | Reduced |
| Mutual of America Capital Management LLC | 18,083 | $3.32M | 0.04% | −629−3.4% | Reduced |
| State of Alaska, Department of Revenue | 18,211 | $3.34M | 0.04% | +410+2.3% | Added |
| Oak Asset Management, LLC | 18,211 | $3.34M | 1.22% | +600+3.4% | Added |
| Aurora Investment Counsel | 18,278 | $3.35M | 1.86% | +18,278 | New |
| Landscape Capital Management, L.L.C. | 18,278 | $3.35M | 0.30% | +18,278 | New |
| Swiss Life Asset Management Ltd | 18,308 | $3.36M | 0.02% | +1,743+10.5% | Added |
| Aureus Asset Management, LLC | 18,343 | $3.37M | 0.24% | +2,751+17.6% | Added |
| Kestra Advisory Services, LLC | 18,463 | $3.39M | 0.02% | −19−0.1% | Reduced |
| River Road Asset Management, LLC | 18,623 | $3.42M | 0.05% | +18,623 | New |
| Soros Capital Management LLC | 18,632 | $3.42M | 0.88% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 18,648 | $3.42M | 0.48% | +1,137+6.5% | Added |
| Ellerson Group Inc | 18,752 | $3.44M | 2.74% | +18,752 | New |
| Patten & Patten Inc | 18,809 | $3.45M | 0.23% | −10,565−36.0% | Reduced |
| River Wealth Advisors LLC | 18,836 | $3.46M | 0.48% | −599−3.1% | Reduced |
| First Manhattan Co | 18,861 | $3.46M | 0.01% | +1,435+8.2% | Added |
| Peddock Capital Advisors, LLC | 18,871 | $3.46M | 0.88% | +507+2.8% | Added |
| Groupama Asset Managment | 18,881 | $3.47M | 0.07% | +7,793+70.3% | Added |
| Kestra Private Wealth Services, LLC | 18,985 | $3.48M | 0.06% | +661+3.6% | Added |
| Davis R M Inc | 19,430 | $3.57M | 0.07% | −53,021−73.2% | Reduced |
| Atria Investments LLC | 19,503 | $3.58M | 0.05% | +851+4.6% | Added |
| Colony Group, LLC | 19,515 | $3.58M | 0.01% | −107,234−84.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,864 | $3.65M | 0.04% | +2,367+13.5% | Added |
| ING Groep NV | 19,928 | $3.66M | 0.03% | −74,442−78.9% | Reduced |
| CIBC World Markets Inc. | 19,973 | $3.67M | 0.01% | −19,283−49.1% | Reduced |
| Nissay Asset Management Corp | 20,090 | $3.69M | 0.02% | +160+0.8% | Added |
| Public Sector Pension Investment Board | 20,157 | $3.70M | 0.02% | +1,672+9.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 20,279 | $3.72M | 0.04% | −4,100−16.8% | Reduced |
| Gabelli Funds LLC | 20,500 | $3.76M | 0.03% | −500−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,623 | $3.78M | 0.01% | −18,844−47.7% | Reduced |
| New York Life Investment Management LLC | 20,803 | $3.82M | 0.04% | −178−0.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 20,806 | $3.82M | 0.07% | −2,562−11.0% | Reduced |
| Oppenheimer & Co Inc | 20,953 | $3.85M | 0.06% | +5,907+39.3% | Added |
| Xponance, Inc. | 20,967 | $3.85M | 0.04% | −539−2.5% | Reduced |