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 |
|---|---|---|---|---|---|
| Ellerson Group Inc | 18,752 | $3.44M | 2.74% | +18,752 | New |
| Aviance Capital Partners, LLC | 18,648 | $3.42M | 0.48% | +1,137+6.5% | Added |
| Soros Capital Management LLC | 18,632 | $3.42M | 0.88% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 18,623 | $3.42M | 0.05% | +18,623 | New |
| Kestra Advisory Services, LLC | 18,463 | $3.39M | 0.02% | −19−0.1% | Reduced |
| Aureus Asset Management, LLC | 18,343 | $3.37M | 0.24% | +2,751+17.6% | Added |
| Swiss Life Asset Management Ltd | 18,308 | $3.36M | 0.02% | +1,743+10.5% | 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 |
| Oak Asset Management, LLC | 18,211 | $3.34M | 1.22% | +600+3.4% | Added |
| State of Alaska, Department of Revenue | 18,211 | $3.34M | 0.04% | +410+2.3% | Added |
| Mutual of America Capital Management LLC | 18,083 | $3.32M | 0.04% | −629−3.4% | Reduced |
| Patton Albertson Miller Group, LLC | 18,048 | $3.31M | 0.49% | −7,912−30.5% | Reduced |
| Leonteq Securities AG | 18,054 | $3.30M | 0.25% | +16,871+1,426.1% | Added |
| Dillon & Associates Inc | 17,859 | $3.29M | 0.49% | −23,013−56.3% | Reduced |
| Koa Wealth Management, LLC | 17,875 | $3.28M | 2.65% | +7,340+69.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,676 | $3.24M | 0.01% | +563+3.3% | Added |
| Scotia Capital Inc. | 17,635 | $3.24M | 0.02% | −19,515−52.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,206 | $3.18M | 0.01% | +1,185+7.4% | Added |
| MidWestOne Financial Group, Inc. | 17,002 | $3.12M | 0.44% | +3,447+25.4% | Added |
| OP Asset Management Ltd | 16,940 | $3.11M | 0.05% | +16,940 | New |
| Quantbot Technologies LP | 16,831 | $3.09M | 0.10% | −27,507−62.0% | Reduced |
| Yousif Capital Management, LLC | 16,812 | $3.09M | 0.04% | −3,476−17.1% | Reduced |
| Bank of Nova Scotia | 16,748 | $3.07M | 0.01% | −4,343−20.6% | Reduced |
| Natixis | 16,698 | $3.06M | 0.02% | +11+0.1% | Added |
| Toroso Investments, LLC | 16,680 | $3.06M | 0.03% | +1,214+7.8% | Added |
| Blair William & Co | 16,639 | $3.05M | 0.01% | −10,806−39.4% | Reduced |
| Eagle Rock Investment Company, LLC | 16,584 | $3.04M | 0.52% | +16,584 | New |
| Kavar Capital Partners Group, LLC | 16,578 | $3.04M | 0.51% | +231+1.4% | Added |
| Lee Danner & Bass Inc | 16,525 | $3.03M | 0.25% | −1,486−8.3% | Reduced |
| Addison Capital Co | 16,347 | $3.00M | 1.18% | −846−4.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16,170 | $2.97M | 0.01% | +1,829+12.8% | Added |
| Level Four Advisory Services, LLC | 16,149 | $2.96M | 0.12% | +3,778+30.5% | Added |
| Howe & Rusling Inc | 16,119 | $2.96M | 0.25% | −39,495−71.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,010 | $2.94M | 0.75% | −4,550−22.1% | Reduced |
| Shelton Capital Management | 16,001 | $2.94M | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 15,745 | $2.89M | 0.02% | +1,716+12.2% | Added |
| Mercer Global Advisors Inc | 15,579 | $2.86M | 0.01% | −1,746−10.1% | Reduced |
| Occidental Asset Management, LLC | 15,442 | $2.83M | 0.43% | +2,048+15.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,253 | $2.80M | 0.01% | +9,752+177.3% | Added |
| Toth Financial Advisory Corp | 15,195 | $2.79M | 0.34% | −3,730−19.7% | Reduced |
| Freemont Management S.A. | 13,700 | $2.76M | 1.09% | −1,300−8.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,904 | $2.73M | 0.01% | −10,609−41.6% | Reduced |
| Man Group plc | 14,827 | $2.72M | 0.01% | −27,239−64.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,777 | $2.71M | 0.01% | −2,642−15.2% | Reduced |
| Hedeker Wealth, LLC | 14,743 | $2.71M | 0.73% | −1,383−8.6% | Reduced |
| Tocqueville Asset Management L.P. | 14,698 | $2.70M | 0.04% | −34,248−70.0% | Reduced |
| Rakuten Investment Management, Inc. | 14,645 | $2.69M | 0.01% | +14,645 | New |
| Burney Co | 14,422 | $2.65M | 0.10% | −928−6.0% | Reduced |
| Birch Hill Investment Advisors LLC | 14,205 | $2.61M | 0.12% | −134,169−90.4% | Reduced |
| Valeo Financial Advisors, LLC | 13,718 | $2.52M | 0.07% | +699+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 13,700 | $2.51M | 0.02% | −1,982−12.6% | Reduced |
| Ilex Capital Partners (UK) LLP | 13,580 | $2.49M | 0.10% | +13,580 | New |
| Morton Community Bank | 13,507 | $2.48M | 0.65% | +1,405+11.6% | Added |
| RNC Capital Management LLC | 13,484 | $2.47M | 0.13% | +870+6.9% | Added |
| Oregon Public Employees Retirement Fund | 13,394 | $2.46M | 0.05% | +10+0.1% | Added |
| Linscomb & Williams, Inc. | 13,294 | $2.44M | 0.12% | +685+5.4% | Added |
| Quantinno Capital Management LP | 13,290 | $2.44M | 0.02% | −2,672−16.7% | Reduced |
| Balyasny Asset Management LLC | 13,240 | $2.43M | 0.01% | +3,636+37.9% | Added |
| Woodline Partners LP | 13,129 | $2.41M | 0.02% | +13,129 | New |
| EULAV Asset Management | 13,000 | $2.39M | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,837 | $2.36M | 0.05% | −40,880−76.1% | Reduced |
| Private Advisor Group, LLC | 12,822 | $2.35M | 0.01% | −962−7.0% | Reduced |
| Fulton Bank, N.A. | 12,789 | $2.35M | 0.09% | −2,333−15.4% | Reduced |
| Advisory Services Network, LLC | 12,785 | $2.35M | 0.05% | +1,409+12.4% | Added |
| Central Trust Co | 12,758 | $2.34M | 0.06% | −887−6.5% | Reduced |
| Northcape Wealth Management, LLC | 12,720 | $2.33M | 0.75% | +2,762+27.7% | Added |
| HB Wealth Management, LLC | 12,678 | $2.33M | 0.02% | +7,416+140.9% | Added |
| Stephens Inc | 12,541 | $2.30M | 0.03% | −37,886−75.1% | Reduced |
| Mizuho Securities USA LLC | 12,443 | $2.28M | 0.05% | −2,354−15.9% | Reduced |
| JustInvest LLC | 12,394 | $2.27M | 0.03% | +723+6.2% | Added |
| Fayez Sarofim & Co | 12,350 | $2.27M | 0.01% | −3,040−19.8% | Reduced |
| Jones Financial Companies LLLP | 12,079 | $2.22M | 0.00% | +933+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 12,055 | $2.21M | 0.02% | −23,699−66.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,880 | $2.18M | 0.01% | −53,378−81.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,742 | $2.15M | 0.03% | −357−3.0% | Reduced |
| Private Trust Co NA | 11,706 | $2.15M | 0.22% | +173+1.5% | Added |
| BKD Wealth Advisors, LLC | 11,664 | $2.14M | 0.05% | +943+8.8% | Added |
| WealthPLAN Partners, LLC | 11,624 | $2.13M | 0.30% | +1,875+19.2% | Added |
| Parallel Advisors, LLC | 11,484 | $2.11M | 0.05% | −5,438−32.1% | Reduced |
| Vista Investment Management | 11,467 | $2.10M | 0.82% | −12−0.1% | Reduced |
| Bridgewater Associates, LP | 11,446 | $2.10M | 0.01% | −123,918−91.5% | Reduced |
| Ancora Advisors, LLC | 11,070 | $2.03M | 0.05% | +7,986+258.9% | Added |
| Captrust Financial Advisors | 11,060 | $2.03M | 0.01% | −6,176−35.8% | Reduced |
| Alpha Omega Wealth Management LLC | 11,027 | $2.02M | 0.39% | −5,347−32.7% | Reduced |
| City Holding Co | 10,999 | $2.02M | 0.28% | −2,629−19.3% | Reduced |
| Congress Wealth Management LLC | 10,946 | $2.01M | 0.02% | +7,475+215.4% | Added |
| Kentucky Retirement Systems | 10,745 | $1.97M | 0.06% | −22−0.2% | Reduced |
| Rafferty Asset Management, LLC | 10,717 | $1.97M | 0.01% | −2,828−20.9% | Reduced |
| iA Global Asset Management Inc. | 10,696 | $1.96M | 0.03% | +295+2.8% | Added |
| Moors & Cabot, Inc. | 10,678 | $1.96M | 0.10% | −8,104−43.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,670 | $1.96M | 0.02% | +4,682+78.2% | Added |
| Sone Capital Management, LLC | 10,583 | $1.94M | 0.20% | −40,245−79.2% | Reduced |
| Legacy Private Trust Co. | 10,540 | $1.93M | 0.13% | −9,701−47.9% | Reduced |
| Ar Asset Management Inc | 10,525 | $1.93M | 0.44% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,412 | $1.91M | 0.06% | +904+9.5% | Added |
| LMR Partners LLP | 10,393 | $1.91M | 0.04% | +10,393 | New |
| Shelter Mutual Insurance Co | 10,300 | $1.89M | 0.46% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 10,212 | $1.87M | 0.20% | −35,646−77.7% | Reduced |
| Oddo BHF Asset Management SAS | 10,140 | $1.86M | 0.08% | +10,140 | New |