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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 3,918 | $719.0K | 0.01% | −1,672−29.9% | Reduced |
| Zevenbergen Capital Investments LLC | 3,910 | $717.6K | 0.02% | −275−6.6% | Reduced |
| Novem Group | 3,897 | $715.2K | 0.10% | +3,897 | New |
| KCM Investment Advisors LLC | 3,877 | $711.5K | 0.03% | +333+9.4% | Added |
| Eads & Heald Wealth Management | 3,865 | $709.0K | 0.36% | −729−15.9% | Reduced |
| Old National Bancorp | 3,848 | $706.2K | 0.02% | −4,208−52.2% | Reduced |
| Atria Wealth Solutions, Inc. | 3,841 | $704.8K | 0.01% | −2,627−40.6% | Reduced |
| ELCO Management Co., LLC | 3,831 | $703.1K | 0.39% | +441+13.0% | Added |
| Pensionmark Financial Group, LLC | 3,801 | $697.6K | 0.02% | +62+1.7% | Added |
| Tudor Investment Corp Et Al | 3,751 | $688.4K | 0.01% | −178,531−97.9% | Reduced |
| Dover Advisors, LLC | 3,750 | $688.2K | 0.30% | +18+0.5% | Added |
| Piscataqua Savings Bank | 3,720 | $682.6K | 0.60% | +62+1.7% | Added |
| GTS Securities LLC | 3,706 | $680.1K | 0.03% | +1,298+53.9% | Added |
| Tompkins Financial Corp | 3,680 | $675.4K | 0.06% | −35−0.9% | Reduced |
| Chase Investment Counsel Corp | 3,676 | $674.0K | 0.25% | +3,676 | New |
| Webster Bank, N. A. | 3,651 | $670.0K | 0.07% | −1,360−27.1% | Reduced |
| Essex Financial Services, Inc. | 3,614 | $663.3K | 0.05% | −704−16.3% | Reduced |
| LifePlan Financial, LLC | 3,581 | $657.2K | 0.57% | +623+21.1% | Added |
| Cooper Financial Group | 3,568 | $654.8K | 0.09% | +307+9.4% | Added |
| Atlantic Union Bankshares Corp | 3,556 | $652.6K | 0.04% | −5,122−59.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,541 | $649.8K | 0.01% | +267+8.2% | Added |
| Longfellow Investment Management Co LLC | 3,527 | $647.3K | 0.16% | +3,527 | New |
| Kovack Advisors, Inc. | 3,512 | $644.6K | 0.07% | −325−8.5% | Reduced |
| Atlas Brown,Inc. | 3,481 | $638.8K | 0.22% | +170+5.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $633.1K | 0.42% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,439 | $631.2K | 0.02% | −1,910−35.7% | Reduced |
| Haverford Trust Co | 3,417 | $627.1K | 0.01% | −74−2.1% | Reduced |
| Larson Financial Group LLC | 3,408 | $625.5K | 0.03% | +3,337+4,700.0% | Added |
| NorthRock Partners, LLC | 3,407 | $625.2K | 0.02% | +1,062+45.3% | Added |
| Grove Bank & Trust | 3,369 | $618.3K | 0.08% | +752+28.7% | Added |
| TLWM | 3,351 | $615.0K | 0.12% | +32+1.0% | Added |
| Magnolia Capital Management Ltd | 3,345 | $614.0K | 0.53% | −835−20.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,550 | $612.7K | 0.01% | −1,546−30.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,308 | $607.1K | 0.12% | +682+26.0% | Added |
| Stratos Wealth Advisors, LLC | 3,247 | $596.0K | 0.03% | +214+7.1% | Added |
| Retirement Planning Co of New England, Inc. | 3,235 | $593.8K | 0.30% | +821+34.0% | Added |
| Souders Financial Advisors | 3,217 | $590.4K | 0.08% | −4,358−57.5% | Reduced |
| Mediolanum International Funds Ltd | 3,202 | $588.3K | 0.01% | +3,202 | New |
| Tranquility Partners, LLC | 3,194 | $586.2K | 0.23% | −71−2.2% | Reduced |
| Laraway Financial Inc | 3,165 | $580.8K | 0.46% | −50−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $580.1K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,133 | $575.0K | 0.03% | −23,487−88.2% | Reduced |
| Bahl & Gaynor Inc | 3,123 | $573.1K | 0.00% | −320−9.3% | Reduced |
| Merit Financial Group, LLC | 3,110 | $570.8K | 0.01% | +839+36.9% | Added |
| Prentice Wealth Management LLC | 3,109 | $570.6K | 0.16% | −260−7.7% | Reduced |
| Ballentine Partners, LLC | 3,109 | $570.6K | 0.01% | +218+7.5% | Added |
| Nautilus Advisors LLC | 3,092 | $567.4K | 0.47% | −111−3.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,075 | $564.2K | 0.31% | +1,022+49.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,070 | $563.4K | 0.02% | −698−18.5% | Reduced |
| Umb Bank N A | 3,067 | $562.9K | 0.01% | −2,546−45.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,051 | $560.0K | 0.03% | +815+36.4% | Added |
| Empirical Finance, LLC | 3,044 | $558.6K | 0.03% | +167+5.8% | Added |
| MQS Management LLC | 3,036 | $557.2K | 0.32% | +3,036 | New |
| Rehmann Capital Advisory Group | 3,025 | $555.3K | 0.03% | −856−22.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,018 | $553.9K | 0.14% | −1,061−26.0% | Reduced |
| B&L Asset Management LLC | 3,009 | $552.2K | 0.36% | −3,992−57.0% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $550.6K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,000 | $550.6K | 0.02% | +2,023+207.1% | Added |
| Independent Solutions Wealth Management, LLC | 2,998 | $550.2K | 0.12% | −861−22.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,978 | $546.5K | 0.05% | +2,978 | New |
| Boston Private Wealth LLC | 2,975 | $546.0K | 0.02% | −259−8.0% | Reduced |
| Advisors Asset Management, Inc. | 2,974 | $545.8K | 0.01% | −77−2.5% | Reduced |
| Vestcor Inc | 2,970 | $545.0K | 0.02% | −993−25.1% | Reduced |
| Cypress Asset Management Inc | 2,942 | $539.9K | 0.14% | −9,822−77.0% | Reduced |
| Independent Financial Group, LLC | 2,939 | $539.4K | 0.02% | −1,082−26.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,924 | $536.6K | 0.32% | +2,924 | New |
| Forte Capital LLC | 2,896 | $531.5K | 0.06% | −8−0.3% | Reduced |
| Pictet & Cie (Europe) SA | 2,864 | $525.6K | 0.01% | −3,232−53.0% | Reduced |
| Banque Cantonale Vaudoise | 2,863 | $525.0K | 0.02% | +2,863 | New |
| HBW Advisory Services LLC | 2,830 | $519.4K | 0.07% | +538+23.5% | Added |
| Aries Wealth Management | 2,819 | $517.3K | 0.14% | +153+5.7% | Added |
| Integrity Alliance, LLC. | 2,796 | $513.1K | 0.02% | +2,796 | New |
| MUFG Securities Americas Inc. | 2,751 | $504.9K | 0.06% | +446+19.3% | Added |
| SFMG, LLC | 2,750 | $504.6K | 0.04% | −598−17.9% | Reduced |
| Norden Group LLC | 2,726 | $500.3K | 0.06% | −106−3.7% | Reduced |
| 1620 Investment Advisors, Inc. | 2,715 | $498.3K | 0.38% | +268+11.0% | Added |
| Horizon Investments, LLC | 2,723 | $497.0K | 0.01% | +103+3.9% | Added |
| Inscription Capital, LLC | 1,825 | $496.0K | 0.08% | +1,825 | New |
| Moneta Group Investment Advisors LLC | 2,700 | $495.6K | 0.01% | +60+2.3% | Added |
| Optimize Financial Inc | 2,688 | $493.3K | 0.19% | +785+41.3% | Added |
| Axxcess Wealth Management, LLC | 2,675 | $490.9K | 0.01% | −206−7.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,669 | $490.9K | 0.04% | +196+7.9% | Added |
| Valley National Advisers Inc | 2,672 | $490.0K | 0.09% | −1,162−30.3% | Reduced |
| Agf Management Ltd | 2,656 | $487.4K | 0.00% | +2,656 | New |
| Intrust Bank NA | 2,648 | $486.0K | 0.05% | −210−7.3% | Reduced |
| Golden State Equity Partners | 2,638 | $484.1K | 0.10% | +2,638 | New |
| First Citizens Bank & Trust Co | 2,635 | $483.6K | 0.01% | +6+0.2% | Added |
| Gallacher Capital Management LLC | 2,635 | $483.6K | 0.24% | +2,635 | New |
| Diametric Capital, LP | 2,627 | $482.1K | 0.57% | +2,627 | New |
| Equitable Holdings, Inc. | 2,618 | $480.5K | 0.00% | −460−14.9% | Reduced |
| Whelan Financial | 2,587 | $474.8K | 0.18% | +2,587 | New |
| Profund Advisors LLC | 2,565 | $470.7K | 0.02% | +561+28.0% | Added |
| Sequoia Financial Advisors, LLC | 2,564 | $470.6K | 0.00% | −3,051−54.3% | Reduced |
| Keynote Financial Services LLC | 2,554 | $468.7K | 0.33% | +1,097+75.3% | Added |
| Diamant Asset Management, Inc. | 2,545 | $467.1K | 0.35% | −350−12.1% | Reduced |
| Arlington Trust Co LLC | 2,526 | $463.6K | 0.10% | −374−12.9% | Reduced |
| Polymer Capital Management (US) LLC | 2,521 | $462.7K | 0.14% | +2,521 | New |
| First Command Advisory Services, Inc. | 2,517 | $461.9K | 0.00% | +13+0.5% | Added |
| Doliver Advisors, LP | 2,513 | $461.2K | 0.13% | +940+59.8% | Added |
| Meiji Yasuda Life Insurance Co | 2,509 | $460.5K | 0.01% | −1,587−38.7% | Reduced |