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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 10,100 | $1.85M | 0.00% | −101,600−91.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 10,048 | $1.84M | 1.26% | +1,322+15.2% | Added |
| Principal Securities, Inc. | 8,229 | $1.82M | 0.04% | 00.0% | Unchanged |
| HighVista Strategies LLC | 9,900 | $1.82M | 0.70% | +3,700+59.7% | Added |
| Candriam Luxembourg S.C.A. | 9,894 | $1.82M | 0.01% | −1,143−10.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,892 | $1.82M | 0.12% | −1,405−12.4% | Reduced |
| Bryn Mawr Trust Co | 9,849 | $1.81M | 0.03% | −10,545−51.7% | Reduced |
| Miracle Mile Advisors, LLC | 9,762 | $1.79M | 0.04% | −9,418−49.1% | Reduced |
| TBH Global Asset Management, LLC | 9,716 | $1.78M | 0.34% | −227−2.3% | Reduced |
| GWM Advisors LLC | 9,704 | $1.78M | 0.01% | −149−1.5% | Reduced |
| AXA S.A. | 9,631 | $1.77M | 0.01% | −3,920−28.9% | Reduced |
| Empowered Funds, LLC | 9,603 | $1.76M | 0.03% | −6,972−42.1% | Reduced |
| CIBC Private Wealth Group, LLC | 10,307 | $1.76M | 0.00% | −1,843−15.2% | Reduced |
| Hartford Investment Management Co | 9,478 | $1.74M | 0.06% | −192−2.0% | Reduced |
| Plimoth Trust Co LLC | 9,296 | $1.71M | 0.44% | +2,436+35.5% | Added |
| FineMark National Bank & Trust | 9,250 | $1.70M | 0.06% | −46,249−83.3% | Reduced |
| Tower Bridge Advisors | 9,237 | $1.70M | 0.19% | −521−5.3% | Reduced |
| Beacon Pointe Advisors, LLC | 9,208 | $1.69M | 0.02% | −3,226−25.9% | Reduced |
| Resources Management Corp | 9,036 | $1.66M | 0.23% | −9,631−51.6% | Reduced |
| Allstate Corp | 9,026 | $1.66M | 0.05% | +4,041+81.1% | Added |
| Shorepoint Capital Partners LLC | 9,023 | $1.66M | 0.37% | −4,499−33.3% | Reduced |
| Metis Global Partners, LLC | 8,956 | $1.64M | 0.05% | +1,694+23.3% | Added |
| Ossiam | 8,944 | $1.64M | 0.02% | −5,872−39.6% | Reduced |
| Capstone Investment Advisors, LLC | 8,845 | $1.62M | 0.01% | −4,593−34.2% | Reduced |
| Oak Harvest Investment Services | 8,704 | $1.60M | 0.22% | −979−10.1% | Reduced |
| Marshall Wace, LLP | 8,500 | $1.56M | 0.00% | −138,954−94.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,494 | $1.56M | 0.02% | −251−2.9% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $1.54M | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 8,336 | $1.53M | 0.01% | −1,088−11.5% | Reduced |
| Avantax Advisory Services, Inc. | 8,306 | $1.52M | 0.01% | −26,226−75.9% | Reduced |
| Ostrum Asset Management | 8,302 | $1.52M | 0.08% | −10,328−55.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,224 | $1.51M | 0.01% | −11,054−57.3% | Reduced |
| Securian Asset Management, Inc | 8,176 | $1.50M | 0.05% | −200−2.4% | Reduced |
| Trust Co of Vermont | 8,063 | $1.48M | 0.07% | −7,483−48.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,050 | $1.48M | 0.45% | +3,903+94.1% | Added |
| Bangor Savings Bank | 8,020 | $1.47M | 0.14% | −489−5.7% | Reduced |
| Norinchukin Bank, The | 7,975 | $1.46M | 0.03% | +1,030+14.8% | Added |
| Thrivent Financial for Lutherans | 7,550 | $1.46M | 0.00% | −30−0.4% | Reduced |
| West Oak Capital, LLC | 7,958 | $1.46M | 0.56% | +275+3.6% | Added |
| Pacer Advisors, Inc. | 7,915 | $1.45M | 0.00% | −11,915−60.1% | Reduced |
| Archon Partners LLC | 7,825 | $1.44M | 0.17% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,822 | $1.44M | 0.00% | −129,852−94.3% | Reduced |
| Baldwin Investment Management, LLC | 7,802 | $1.43M | 0.17% | +75+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 7,751 | $1.42M | 0.02% | −4,864−38.6% | Reduced |
| Sandy Spring Bank | 7,696 | $1.41M | 0.06% | −4,788−38.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.40M | 0.04% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 7,633 | $1.40M | 0.32% | +1,349+21.5% | Added |
| Ieq Capital, LLC | 7,606 | $1.40M | 0.01% | −2,128−21.9% | Reduced |
| Chiron Capital Management, LLC | 7,601 | $1.39M | 1.27% | +7,601 | New |
| Banque Pictet & Cie SA | 7,600 | $1.39M | 0.01% | −1,150−13.1% | Reduced |
| Plato Investment Management Ltd | 7,490 | $1.39M | 0.12% | +15+0.2% | Added |
| Radnor Capital Management, LLC | 7,558 | $1.39M | 0.23% | +504+7.1% | Added |
| Peapack Gladstone Financial Corp | 7,552 | $1.39M | 0.02% | −13,904−64.8% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.37M | 0.65% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7,469 | $1.37M | 0.33% | +7,469 | New |
| Allworth Financial LP | 7,305 | $1.37M | 0.01% | −52−0.7% | Reduced |
| Maryland State Retirement & Pension System | 7,449 | $1.37M | 0.03% | −1,059−12.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,564 | $1.37M | 0.01% | +1,599+26.8% | Added |
| Invst, LLC | 7,441 | $1.37M | 0.19% | +7,441 | New |
| Premier Path Wealth Partners, LLC | 7,390 | $1.36M | 0.21% | +1,748+31.0% | Added |
| Round Rock Advisors, LLC | 7,377 | $1.35M | 0.25% | −10−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 7,140 | $1.35M | 0.03% | −64−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 7,360 | $1.35M | 0.02% | +1,651+28.9% | Added |
| Verition Fund Management LLC | 7,343 | $1.35M | 0.01% | −65,036−89.9% | Reduced |
| Stablepoint Partners, LLC | 7,341 | $1.35M | 0.24% | +2,340+46.8% | Added |
| NEOS Investment Management LLC | 7,327 | $1.34M | 0.03% | +1,253+20.6% | Added |
| New Mexico Educational Retirement Board | 7,321 | $1.34M | 0.05% | −100−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 7,290 | $1.34M | 0.04% | −1,099−13.1% | Reduced |
| DoubleLine ETF Adviser LP | 7,198 | $1.32M | 0.44% | −1,680−18.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,118 | $1.31M | 0.17% | +350+5.2% | Added |
| Centiva Capital, LP | 7,115 | $1.31M | 0.08% | +3,307+86.8% | Added |
| Triangle Securities Wealth Management | 7,110 | $1.30M | 0.34% | −612−7.9% | Reduced |
| Dohj, LLC | 7,016 | $1.29M | 0.29% | +119+1.7% | Added |
| Moody National Bank Trust Division | 6,991 | $1.28M | 0.13% | +64+0.9% | Added |
| Argent Trust Co | 6,952 | $1.28M | 0.05% | −1,570−18.4% | Reduced |
| McDonald Partners LLC | 6,865 | $1.27M | 0.33% | +730+11.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 6,886 | $1.26M | 1.40% | −358−4.9% | Reduced |
| Mutual Advisors, LLC | 6,809 | $1.26M | 0.04% | +2,265+49.8% | Added |
| Great Valley Advisor Group, Inc. | 6,820 | $1.25M | 0.03% | −14,832−68.5% | Reduced |
| Pinnacle Associates Ltd | 6,769 | $1.24M | 0.02% | −17,300−71.9% | Reduced |
| Jacobi Capital Management LLC | 6,748 | $1.24M | 0.09% | +395+6.2% | Added |
| MAI Capital Management | 6,726 | $1.23M | 0.01% | −905−11.9% | Reduced |
| HCR Wealth Advisors | 6,673 | $1.22M | 0.16% | −1,371−17.0% | Reduced |
| Ameritas Advisory Services, LLC | 6,396 | $1.22M | 0.05% | +468+7.9% | Added |
| Wealthfront Advisers LLC | 6,643 | $1.22M | 0.00% | +3,790+132.8% | Added |
| Platform Technology Partners | 6,627 | $1.22M | 0.35% | +566+9.3% | Added |
| Cross Staff Investments Inc | 6,609 | $1.21M | 0.92% | −190−2.8% | Reduced |
| Allianz SE | 6,556 | $1.20M | 0.03% | −140−2.1% | Reduced |
| Stableford Capital II LLC | 6,434 | $1.20M | 0.51% | +29+0.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 6,674 | $1.19M | 0.06% | +6,674 | New |
| Arkadios Wealth Advisors | 6,478 | $1.19M | 0.05% | +3,948+156.0% | Added |
| SWS Partners | 6,381 | $1.17M | 0.38% | −33−0.5% | Reduced |
| CWM, LLC | 6,329 | $1.16M | 0.00% | −1,155−15.4% | Reduced |
| United Capital Financial Advisers, LLC | 6,329 | $1.16M | 0.01% | +2,414+61.7% | Added |
| Northstar Asset Management LLC | 6,318 | $1.16M | 0.28% | −1,175−15.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,247 | $1.15M | 0.00% | +6,247 | New |
| Penobscot Investment Management Company, Inc. | 6,168 | $1.13M | 0.11% | +20.0% | Added |
| Infusive Asset Management Inc. | 6,135 | $1.13M | 0.52% | −10,948−64.1% | Reduced |
| Jefferies Financial Group Inc. | 6,122 | $1.12M | 0.02% | +1,851+43.3% | Added |
| Cobblestone Capital Advisors LLC | 6,096 | $1.12M | 0.06% | −2,689−30.6% | Reduced |