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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,126 | $206.6K | 0.01% | −1,601−58.7% | Reduced |
| Granite Harbor Advisors, Inc. | 1,125 | $206.4K | 0.11% | +138+14.0% | Added |
| Wealth Advisors of Iowa, LLC | 1,121 | $205.7K | 0.09% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,118 | $205.2K | 0.01% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,116 | $204.8K | 0.00% | +1,116 | New |
| Meritas Wealth Management, LLC | 1,115 | $204.6K | 0.12% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,109 | $203.5K | 0.02% | +1,109 | New |
| Spinnaker Trust | 1,102 | $202.2K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 1,094 | $200.8K | 0.01% | +1,094 | New |
| Strategic Investment Solutions, Inc. | 1,061 | $194.6K | 0.06% | −55−4.9% | Reduced |
| Atlantic Trust, LLC | 1,030 | $189.0K | 0.04% | −14−1.3% | Reduced |
| Cito Capital Group, LLC | 1,000 | $184.0K | 0.07% | 00.0% | Unchanged |
| Clio Asset Management LLC | 1,000 | $183.5K | 0.15% | −1,000−50.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 973 | $178.6K | 0.10% | −650−40.0% | Reduced |
| Golden State Wealth Management, LLC | 964 | $176.9K | 0.03% | +34+3.7% | Added |
| Ronald Blue Trust, Inc. | 951 | $174.5K | 0.00% | −72−7.0% | Reduced |
| Westpac Banking Corp | 934 | $171.4K | 0.01% | −394−29.7% | Reduced |
| North Star Investment Management Corp. | 919 | $168.6K | 0.01% | −330−26.4% | Reduced |
| Rise Advisors, LLC | 911 | $167.2K | 0.07% | +5+0.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 904 | $166.0K | 0.03% | +322+55.3% | Added |
| ESL Trust Services, LLC | 900 | $165.2K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 890 | $163.3K | 0.01% | +79+9.7% | Added |
| Medallion Wealth Advisors, LLC | 860 | $157.9K | 0.07% | +32+3.9% | Added |
| Hills Bank & Trust Co | 856 | $157.1K | 0.01% | −75−8.1% | Reduced |
| Key Financial Inc | 846 | $155.3K | 0.03% | +3+0.4% | Added |
| Smartleaf Asset Management LLC | 844 | $155.2K | 0.01% | −294−25.8% | Reduced |
| State of Wyoming | 838 | $153.8K | 0.02% | +586+232.5% | Added |
| Ransom Advisory, Ltd | 835 | $153.2K | 0.08% | −90−9.7% | Reduced |
| Monetary Management Group Inc | 825 | $151.4K | 0.04% | −100−10.8% | Reduced |
| Geneos Wealth Management Inc. | 813 | $149.2K | 0.00% | +73+9.9% | Added |
| AdvisorNet Financial, Inc | 812 | $149.0K | 0.01% | −42−4.9% | Reduced |
| Lazard Asset Management LLC | 803 | $147.0K | 0.00% | −723−47.4% | Reduced |
| Parkside Financial Bank & Trust | 794 | $145.7K | 0.02% | +134+20.3% | Added |
| Harbor Investment Advisory, LLC | 777 | $142.6K | 0.01% | −1,199−60.7% | Reduced |
| Manchester Capital Management LLC | 753 | $138.2K | 0.02% | −98−11.5% | Reduced |
| CNB Bank | 747 | $137.1K | 0.07% | −1,802−70.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $136.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 723 | $132.7K | 0.01% | +511+241.0% | Added |
| Whittier Trust Co of Nevada Inc | 716 | $131.4K | 0.00% | −394−35.5% | Reduced |
| Rosenberg Matthew Hamilton | 680 | $124.8K | 0.03% | +72+11.8% | Added |
| Ameriflex Group, Inc. | 638 | $117.0K | 0.05% | −15−2.3% | Reduced |
| Acadian Asset Management LLC | 637 | $116.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 609 | $111.8K | 0.00% | −1,379−69.4% | Reduced |
| Sterling Capital Management LLC | 608 | $111.6K | 0.00% | −1−0.2% | Reduced |
| Cary Street Partners Financial LLC | 604 | $110.9K | 0.00% | −940−60.9% | Reduced |
| Ramirez Asset Management, Inc. | 600 | $110.1K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 595 | $109.2K | 0.02% | −3,189−84.3% | Reduced |
| ORG Wealth Partners, LLC | 579 | $107.0K | 0.03% | +579 | New |
| Ci Investments Inc. | 555 | $102.0K | 0.00% | −23−4.0% | Reduced |
| Park Place Capital Corp | 547 | $100.4K | 0.03% | +82+17.6% | Added |
| United Community Bank | 529 | $97.1K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 528 | $97.0K | 0.04% | +508+2,540.0% | Added |
| Salem Investment Counselors Inc | 522 | $95.8K | 0.00% | −22,125−97.7% | Reduced |
| Missouri Trust & Investment Co | 500 | $91.8K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 500 | $91.0K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 488 | $89.6K | 0.06% | −12−2.4% | Reduced |
| Smithfield Trust Co | 473 | $86.0K | 0.00% | −321−40.4% | Reduced |
| Washington Trust Co | 467 | $85.7K | 0.00% | −403−46.3% | Reduced |
| Clearstead Advisors, LLC | 455 | $83.5K | 0.00% | −3,645−88.9% | Reduced |
| SBI Securities Co., Ltd. | 455 | $83.5K | 0.00% | +336+282.4% | Added |
| Vestor Capital, LLC | 450 | $83.0K | 0.01% | −3−0.7% | Reduced |
| City State Bank | 439 | $80.6K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 437 | $80.2K | 0.02% | −70−13.8% | Reduced |
| Sentry Investment Management LLC | 465 | $80.0K | 0.05% | −139−23.0% | Reduced |
| S-Bank Fund Management Ltd | 432 | $79.3K | 0.01% | +432 | New |
| Optimum Investment Advisors | 400 | $73.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $73.4K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $73.4K | 0.02% | +200+100.0% | Added |
| Montag A & Associates Inc | 399 | $73.2K | 0.00% | −1,149−74.2% | Reduced |
| First PREMIER Bank | 400 | $73.0K | 0.02% | +400 | New |
| Flagship Wealth Advisors, LLC | 380 | $69.7K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 375 | $68.8K | 0.01% | −100−21.1% | Reduced |
| Rothschild Investment LLC | 371 | $68.1K | 0.00% | +24+6.9% | Added |
| Sunbelt Securities, Inc. | 370 | $68.0K | 0.01% | +60+19.4% | Added |
| Consultiva Wealth Management, Corp. | 368 | $67.5K | 0.23% | +215+140.5% | Added |
| Cromwell Holdings LLC | 367 | $67.4K | 0.04% | −58−13.6% | Reduced |
| Mather Group, LLC. | 362 | $66.4K | 0.00% | −279−43.5% | Reduced |
| Curio Wealth, LLC | 1 | $66.3K | 0.03% | +1 | New |
| Walleye Capital LLC | 354 | $65.0K | 0.00% | −23,518−98.5% | Reduced |
| Cetera Trust Company, N.A | 350 | $64.2K | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 335 | $61.0K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $60.9K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 327 | $60.0K | 0.00% | −492−60.1% | Reduced |
| Capital Advisors, Ltd. LLC | 315 | $58.0K | 0.01% | −57−15.3% | Reduced |
| LRI Investments, LLC | 316 | $58.0K | 0.01% | −490−60.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 300 | $55.1K | 0.02% | −1,457−82.9% | Reduced |
| Continuum Advisory, LLC | 284 | $52.1K | 0.01% | −4−1.4% | Reduced |
| Pinnacle Bancorp, Inc. | 278 | $51.0K | 0.02% | +87+45.5% | Added |
| Stonebridge Financial Group, LLC | 263 | $48.3K | 0.01% | +13+5.2% | Added |
| Capital Analysts, LLC | 264 | $48.0K | 0.00% | −13,488−98.1% | Reduced |
| Advantage Trust Co | 250 | $45.9K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 250 | $45.9K | 0.02% | +50+25.0% | Added |
| Albion Financial Group | 245 | $45.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 238 | $43.7K | 0.00% | −47,571−99.5% | Reduced |
| WPG Advisers, LLC | 236 | $43.3K | 0.04% | −181−43.4% | Reduced |
| Chilton Capital Management LLC | 230 | $42.2K | 0.00% | +50+27.8% | Added |
| Paladin Advisory Group, LLC | 223 | $40.9K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 218 | $40.7K | 0.00% | −11,877−98.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $40.3K | 0.00% | −1,325−85.8% | Reduced |
| MV Capital Management, Inc. | 215 | $39.5K | 0.00% | +30+16.2% | Added |