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 |
|---|---|---|---|---|---|
| Flaharty Asset Management, LLC | 215 | $39.5K | 0.01% | +215 | New |
| Silicon Valley Capital Partners | 210 | $38.6K | 0.01% | +1+0.5% | Added |
| Zions Bancorporation, National Association | 206 | $37.8K | 0.00% | +206 | New |
| Bokf, NA | 204 | $37.4K | 0.00% | −13,033−98.5% | Reduced |
| Bruce G. Allen Investments, LLC | 204 | $37.4K | 0.03% | −48−19.0% | Reduced |
| TSFG, LLC | 202 | $37.0K | 0.01% | −50−19.8% | Reduced |
| Concord Wealth Partners | 200 | $36.7K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 200 | $36.7K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 196 | $36.0K | 0.01% | −2,349−92.3% | Reduced |
| Glen Eagle Advisors, LLC | 193 | $35.5K | 0.01% | −13−6.3% | Reduced |
| Loomis Sayles & Co L P | 188 | $35.0K | 0.00% | −103−35.4% | Reduced |
| Rakuten Securities, Inc. | 181 | $33.2K | 0.02% | +161+805.0% | Added |
| Rialto Wealth Management, LLC | 176 | $32.3K | 0.01% | +10+6.0% | Added |
| Oakworth Capital, Inc. | 175 | $32.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 175 | $32.1K | 0.01% | +175 | New |
| Truvestments Capital LLC | 170 | $31.1K | 0.01% | −65−27.7% | Reduced |
| Colonial Trust Advisors | 166 | $30.5K | 0.00% | +31+23.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 166 | $30.5K | 0.01% | −18−9.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $30.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 162 | $30.0K | 0.00% | −3,804−95.9% | Reduced |
| Pin Oak Investment Advisors Inc | 158 | $29.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 158 | $29.0K | 0.01% | −305−65.9% | Reduced |
| Eastern Bank | 150 | $27.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $27.5K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 150 | $27.5K | 0.02% | +40+36.4% | Added |
| Quent Capital, LLC | 146 | $26.8K | 0.00% | −17−10.4% | Reduced |
| Tacita Capital Inc | 145 | $26.6K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 60 | $25.5K | 0.02% | −102−63.0% | Reduced |
| Centricity Wealth Management, LLC | 137 | $25.1K | 0.02% | −22−13.8% | Reduced |
| Private Wealth Asset Management, LLC | 132 | $24.2K | 0.00% | +132 | New |
| West Paces Advisors Inc. | 131 | $24.0K | 0.01% | −73−35.8% | Reduced |
| Union Bancaire Privee, UBP SA | 127 | $23.3K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $22.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $22.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $22.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $22.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 116 | $21.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $21.3K | 0.00% | −2−1.7% | Reduced |
| Asset Dedication, LLC | 115 | $21.1K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 114 | $20.9K | 0.01% | −4,037−97.3% | Reduced |
| CVA Family Office, LLC | 112 | $20.6K | 0.00% | +32+40.0% | Added |
| New Age Alpha Advisors, LLC | 109 | $20.0K | 0.00% | +9+9.0% | Added |
| Covestor Ltd | 109 | $20.0K | 0.01% | +35+47.3% | Added |
| SRS Capital Advisors, Inc. | 105 | $19.3K | 0.00% | −142−57.5% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $19.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $18.9K | 0.00% | −55−34.8% | Reduced |
| New Millennium Group LLC | 103 | $18.9K | 0.01% | +6+6.2% | Added |
| Caldwell Sutter Capital, Inc. | 100 | $18.4K | 0.01% | −127−55.9% | Reduced |
| Hallmark Capital Management Inc | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $18.4K | 0.00% | +100 | New |
| MCF Advisors LLC | 99 | $18.2K | 0.00% | −6−5.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Motco | 97 | $17.8K | 0.00% | +19+24.4% | Added |
| Glass Jacobson Investment Advisors llc | 76 | $16.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 89 | $16.4K | 0.00% | +89 | New |
| JFS Wealth Advisors, LLC | 88 | $16.1K | 0.00% | −45−33.8% | Reduced |
| Hemington Wealth Management | 92 | $16.0K | 0.00% | −11−10.7% | Reduced |
| First Community Trust NA | 85 | $15.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 83 | $15.2K | 0.00% | −182−68.7% | Reduced |
| GW&K Investment Management, LLC | 84 | $15.0K | 0.00% | −35−29.4% | Reduced |
| JNBA Financial Advisors | 80 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $14.5K | 0.00% | −40−33.6% | Reduced |
| Hara Capital LLC | 75 | $13.8K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 74 | $13.6K | 0.00% | +74 | New |
| Coston, McIsaac & Partners | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 70 | $12.9K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 70 | $12.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 68 | $12.5K | 0.00% | −33−32.7% | Reduced |
| Cornerstone Planning Group LLC | 65 | $12.2K | 0.00% | +63+3,150.0% | Added |
| Noble Wealth Management PBC | 66 | $12.1K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 67 | $12.0K | 0.01% | +67 | New |
| TFC Financial Management | 64 | $11.7K | 0.00% | −3−4.5% | Reduced |
| DT Investment Partners, LLC | 62 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $11.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 62 | $11.4K | 0.00% | +51+463.6% | Added |
| J.Safra Asset Management Corp | 61 | $11.2K | 0.00% | −67−52.3% | Reduced |
| Evermay Wealth Management LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $11.0K | 0.00% | +14+30.4% | Added |
| Wood Tarver Financial Group, LLC | 59 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 59 | $10.8K | 0.01% | +28+90.3% | Added |
| Sachetta, LLC | 58 | $10.6K | 0.00% | −39−40.2% | Reduced |
| Abound Wealth Management | 55 | $10.1K | 0.00% | −3−5.2% | Reduced |
| Global Trust Asset Management, LLC | 55 | $10.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 55 | $10.1K | 0.01% | +30+120.0% | Added |
| High Note Wealth, LLC | 54 | $9.91K | 0.00% | −17−23.9% | Reduced |
| Winch Advisory Services, LLC | 52 | $9.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 52 | $9.54K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $9.18K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 49 | $8.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $8.81K | 0.00% | −18−27.3% | Reduced |
| Center for Financial Planning, Inc. | 45 | $8.26K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 45 | $8.26K | 0.01% | −298−86.9% | Reduced |
| Promus Capital, LLC | 44 | $8.07K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 42 | $7.71K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 42 | $7.71K | 0.01% | 00.0% | Unchanged |