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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Townsend Asset Management Corp | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Copperleaf Capital, LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| DSG Capital Advisors, LLC | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Spirit of America Management Corp | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Alhambra Investment Partners LLC | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Nikulski Financial, Inc. | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Pitti Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −1,162−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Cladis Investment Advisory, LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| German American Bancorp, Inc. | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Black Cypress Capital Management, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Aviso Wealth Management | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Purus Wealth Management, LLC | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Hickory Point Bank & Trust | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Alta Capital Management LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Keyvantage Wealth, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Seneca Financial Advisors LLC | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| AA Financial Advisors, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Arvest Bank Trust Division | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Philip James Wealth Mangement, LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Hubbell Strickland Wealth Management, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Asset Planning,Inc | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −39,786−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |