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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 6,046 | $1.11M | 0.10% | −1,100−15.4% | Reduced |
| Brinker Capital Investments, LLC | 6,034 | $1.11M | 0.01% | +635+11.8% | Added |
| Orion Portfolio Solutions, LLC | 6,034 | $1.11M | 0.01% | +635+11.8% | Added |
| Miller Investment Management, LP | 6,000 | $1.10M | 0.12% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,947 | $1.09M | 0.13% | −26,498−81.7% | Reduced |
| EP Wealth Advisors, LLC | 5,912 | $1.08M | 0.01% | +5,912 | New |
| HighPoint Advisor Group LLC | 5,821 | $1.08M | 0.06% | +19+0.3% | Added |
| Sirios Capital Management L P | 5,903 | $1.08M | 0.19% | −1,080−15.5% | Reduced |
| Omers Administration Corp | 5,893 | $1.08M | 0.01% | −986−14.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,886 | $1.08M | 0.02% | +309+5.5% | Added |
| Cim Investment Mangement Inc | 5,885 | $1.08M | 0.25% | +3+0.1% | Added |
| TownSquare Capital, LLC | 5,839 | $1.07M | 0.01% | −104−1.7% | Reduced |
| Barden Capital Management, Inc. | 5,835 | $1.07M | 0.95% | +261+4.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,771 | $1.06M | 0.03% | −254−4.2% | Reduced |
| Brown Advisory Inc | 5,760 | $1.06M | 0.00% | −335−5.5% | Reduced |
| IFP Advisors, Inc | 5,761 | $1.06M | 0.03% | +3,659+174.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,700 | $1.05M | 0.58% | −700−10.9% | Reduced |
| Assetmark, Inc | 5,682 | $1.04M | 0.00% | −19,389−77.3% | Reduced |
| Canandaigua National Trust Co of Florida | 5,653 | $1.04M | 0.91% | +4,340+330.5% | Added |
| Williams Jones Wealth Management, LLC. | 5,647 | $1.04M | 0.01% | −25−0.4% | Reduced |
| Fairbanks Capital Management, Inc. | 5,546 | $1.02M | 0.65% | −36−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,531 | $1.02M | 0.00% | −16,340−74.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,515 | $1.01M | 0.70% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 5,428 | $996.1K | 0.38% | −3,962−42.2% | Reduced |
| Palisade Capital Management LLC | 5,350 | $981.8K | 0.03% | −600−10.1% | Reduced |
| Pflug Koory, LLC | 5,314 | $975.2K | 0.54% | −62−1.2% | Reduced |
| Waterfront Wealth Inc. | 5,310 | $974.6K | 0.24% | −18−0.3% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $972.7K | 1.26% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,259 | $965.1K | 0.11% | 00.0% | Unchanged |
| Anb Bank | 5,234 | $960.5K | 0.43% | +1,737+49.7% | Added |
| Altshuler Shaham Ltd | 5,218 | $957.6K | 0.02% | −900−14.7% | Reduced |
| Fortress Private Ledger, LLC | 5,183 | $951.2K | 0.53% | +26+0.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,147 | $944.6K | 0.33% | −85−1.6% | Reduced |
| Neumann Capital Management, LLC | 5,137 | $942.7K | 0.33% | +400+8.4% | Added |
| Cornerstone Advisors, LLC | 5,100 | $936.0K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 5,095 | $935.0K | 0.02% | −43−0.8% | Reduced |
| CAPROCK Group, Inc. | 5,089 | $934.0K | 0.03% | +244+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,065 | $929.5K | 0.03% | +860+20.5% | Added |
| Glenmede Trust Co NA | 5,054 | $927.5K | 0.00% | +478+10.4% | Added |
| Trust Investment Advisors | 5,051 | $927.0K | 0.60% | +6+0.1% | Added |
| Scientech Research LLC | 5,051 | $927.0K | 0.25% | +4,117+440.8% | Added |
| RSM US Wealth Management LLC | 5,033 | $923.7K | 0.01% | −1,330−20.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 5,000 | $918.0K | 0.01% | −8,500−63.0% | Reduced |
| Ally Financial Inc. | 5,000 | $917.6K | 0.10% | +1,000+25.0% | Added |
| Vontobel Holding Ltd. | 4,998 | $917.2K | 0.00% | −890−15.1% | Reduced |
| Kennedy Investment Group | 4,984 | $914.6K | 0.42% | −228−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,942 | $907.0K | 0.01% | −15−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,919 | $902.7K | 0.01% | −12,356−71.5% | Reduced |
| Nomura Holdings Inc | 4,913 | $901.6K | 0.00% | −229−4.5% | Reduced |
| First Horizon Advisors, Inc. | 4,907 | $900.6K | 0.03% | +947+23.9% | Added |
| Signal Advisors Wealth, LLC | 4,893 | $898.0K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,886 | $896.7K | 0.01% | −1,720−26.0% | Reduced |
| one8zero8, LLC | 4,867 | $893.2K | 0.21% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,854 | $890.8K | 0.09% | −129−2.6% | Reduced |
| Vident Advisory, LLC | 4,828 | $886.2K | 0.01% | +1,993+70.3% | Added |
| Inceptionr LLC | 4,760 | $873.6K | 0.26% | +52+1.1% | Added |
| Dock Street Asset Management Inc | 4,760 | $873.6K | 0.10% | +4,760 | New |
| Siemens Fonds Invest GmbH | 4,736 | $869.2K | 0.06% | +135+2.9% | Added |
| Iron Financial, LLC | 4,682 | $859.2K | 0.48% | +4,682 | New |
| Benjamin Edwards Inc | 4,667 | $856.7K | 0.01% | +181+4.0% | Added |
| Mattson Financial Services, LLC | 4,667 | $856.5K | 0.26% | +1,205+34.8% | Added |
| Kingsview Wealth Management, LLC | 4,653 | $853.9K | 0.02% | −829−15.1% | Reduced |
| Parvin Asset Management, LLC | 4,650 | $853.4K | 0.96% | +165+3.7% | Added |
| Sierra Summit Advisors LLC | 4,585 | $841.4K | 0.18% | +4,585 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,577 | $840.0K | 0.06% | −1,323−22.4% | Reduced |
| HM Payson & Co | 4,575 | $839.6K | 0.01% | −1,300−22.1% | Reduced |
| Investment Management Corp of Ontario | 4,555 | $835.9K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,537 | $832.7K | 0.01% | −2,894−38.9% | Reduced |
| National Asset Management, Inc. | 4,505 | $826.7K | 0.03% | −1,964−30.4% | Reduced |
| First National Trust Co | 4,494 | $824.7K | 0.03% | −5,394−54.6% | Reduced |
| Generali Asset Management SPA SGR | 4,472 | $820.7K | 0.02% | +190+4.4% | Added |
| Hohimer Wealth Management, LLC | 4,471 | $820.6K | 0.16% | −8,875−66.5% | Reduced |
| Byrne Asset Management LLC | – | $816.1K | 0.61% | – | – |
| Citizens National Bank Trust Department | 4,428 | $812.6K | 0.17% | −3,389−43.4% | Reduced |
| Tectonic Advisors LLC | 4,422 | $811.6K | 0.05% | +631+16.6% | Added |
| Perigon Wealth Management, LLC | 4,412 | $809.7K | 0.02% | −2,773−38.6% | Reduced |
| Garner Asset Management Corp | 4,397 | $806.9K | 0.35% | −775−15.0% | Reduced |
| Bryce Point Capital, LLC | 4,669 | $806.8K | 0.61% | −5,285−53.1% | Reduced |
| Avantax Planning Partners, Inc. | 4,330 | $794.6K | 0.03% | +32+0.7% | Added |
| Pitcairn Co | 4,283 | $786.0K | 0.05% | −1,463−25.5% | Reduced |
| Flagship Harbor Advisors, LLC | 4,281 | $785.6K | 0.04% | +2,355+122.3% | Added |
| Tower Research Capital LLC (TRC) | 4,226 | $775.6K | 0.02% | −6,140−59.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,213 | $773.2K | 0.04% | +932+28.4% | Added |
| American National Bank | 4,200 | $770.8K | 0.09% | −565−11.9% | Reduced |
| Cherokee Insurance Co | 4,200 | $770.8K | 0.34% | +1,500+55.6% | Added |
| Synovus Financial Corp | 4,199 | $770.7K | 0.01% | −267−6.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,199 | $770.7K | 0.05% | −466−10.0% | Reduced |
| Lipe & Dalton | 4,190 | $769.0K | 0.43% | −724−14.7% | Reduced |
| Quadrant Capital Group LLC | 4,132 | $758.3K | 0.03% | +3,208+347.2% | Added |
| FLC Capital Advisors | 4,129 | $757.8K | 0.17% | +591+16.7% | Added |
| Federated Hermes, Inc. | 4,120 | $756.1K | 0.00% | −13,403−76.5% | Reduced |
| CoreCap Advisors, LLC | 4,100 | $752.4K | 0.03% | +851+26.2% | Added |
| EverSource Wealth Advisors, LLC | 4,040 | $741.4K | 0.04% | +1,824+82.3% | Added |
| Lowe Brockenbrough & Co Inc | 4,009 | $735.7K | 0.05% | −179−4.3% | Reduced |
| Venture Visionary Partners LLC | 4,000 | $734.3K | 0.03% | −8−0.2% | Reduced |
| Prospera Financial Services Inc | 3,955 | $726.1K | 0.02% | −8,171−67.4% | Reduced |
| United Services Automobile Association | 3,931 | $722.3K | 0.02% | +3,931 | New |
| Copperwynd Financial, LLC | 3,931 | $721.4K | 0.20% | +1,055+36.7% | Added |
| Delta Financial Advisors LLC | 3,924 | $720.2K | 0.27% | +21+0.5% | Added |
| Trivant Custom Portfolio Group, LLC | 3,920 | $719.4K | 0.41% | −165−4.0% | Reduced |