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 |
|---|---|---|---|---|---|
| Corps Capital Advisors, LLC | 2,500 | $458.8K | 0.48% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,495 | $457.9K | 0.00% | +187+8.1% | Added |
| Creekmur Asset Management LLC | 2,484 | $455.9K | 0.10% | +2,484 | New |
| Meridian Investment Counsel Inc. | 2,475 | $454.2K | 0.13% | −250−9.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,458 | $451.1K | 0.00% | −4,602−65.2% | Reduced |
| Anchor Investment Management, LLC | 2,440 | $447.8K | 0.04% | −12−0.5% | Reduced |
| Wedbush Securities Inc | 2,435 | $447.0K | 0.02% | +747+44.3% | Added |
| Reynders McVeigh Capital Management, LLC | 2,426 | $445.0K | 0.02% | −290−10.7% | Reduced |
| WD Rutherford LLC | 2,417 | $444.4K | 0.24% | −7,800−76.3% | Reduced |
| Vickerman Investment Advisors, Inc. | 2,407 | $441.7K | 0.10% | +2,407 | New |
| Arnhold LLC | 2,400 | $440.4K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 2,396 | $439.7K | 0.03% | +2,396 | New |
| Procyon Private Wealth Partners, LLC | 2,394 | $439.3K | 0.03% | +559+30.5% | Added |
| Signaturefd, LLC | 2,394 | $439.3K | 0.01% | +1,425+147.1% | Added |
| Frank, Rimerman Advisors LLC | 2,381 | $437.0K | 0.03% | +659+38.3% | Added |
| Chicago Partners Investment Group LLC | 2,293 | $435.1K | 0.01% | +43+1.9% | Added |
| 44 Wealth Management LLC | 2,358 | $432.7K | 0.16% | −171−6.8% | Reduced |
| Athena Investment Management | 2,358 | $432.7K | 0.26% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,340 | $429.4K | 0.03% | −104−4.3% | Reduced |
| Brown Financial Advisors | 2,334 | $428.3K | 0.18% | +399+20.6% | Added |
| 17 Capital Partners, LLC | 2,332 | $428.0K | 0.27% | −1,993−46.1% | Reduced |
| CSS LLC | 2,330 | $427.6K | 0.03% | +2,330 | New |
| Gilbert & Cook, Inc. | 2,325 | $426.7K | 0.06% | −2,224−48.9% | Reduced |
| We Are One Seven, LLC | 2,308 | $423.6K | 0.02% | +261+12.8% | Added |
| PFG Investments, LLC | 2,273 | $417.1K | 0.03% | +1,103+94.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,270 | $416.6K | 0.08% | +970+74.6% | Added |
| Iams Wealth Management, LLC | 2,259 | $414.6K | 0.19% | +761+50.8% | Added |
| Coastline Trust Co | 2,250 | $412.9K | 0.05% | −790−26.0% | Reduced |
| Bessemer Group Inc | 2,242 | $412.0K | 0.00% | +65+3.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,233 | $409.8K | 0.10% | −25−1.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,224 | $408.1K | 0.22% | −106−4.5% | Reduced |
| Burns Matteson Capital Management, LLC | 2,215 | $406.5K | 0.22% | −480−17.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,208 | $405.2K | 0.00% | +137+6.6% | Added |
| Eagle Global Advisors LLC | 2,201 | $403.9K | 0.02% | +2,201 | New |
| WealthTrust Axiom LLC | 2,200 | $403.7K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,196 | $403.0K | 0.03% | +641+41.2% | Added |
| Schear Investment Advisers, LLC | 2,175 | $399.2K | 0.23% | −1,557−41.7% | Reduced |
| Unique Wealth Strategies, LLC | 2,161 | $396.6K | 0.18% | +2,161 | New |
| GAMMA Investing LLC | 2,159 | $396.2K | 0.03% | −2,985−58.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,146 | $393.8K | 0.11% | +10.0% | Added |
| Dark Forest Capital Management LP | 2,131 | $391.1K | 0.02% | −4,608−68.4% | Reduced |
| Nvest Financial, LLC | 2,127 | $390.4K | 0.21% | +189+9.8% | Added |
| Allred Capital Management, LLC | 2,125 | $389.9K | 0.16% | +7+0.3% | Added |
| Advisor Resource Council | 2,203 | $389.6K | 0.03% | +2,203 | New |
| Financial Advisory Corp | 2,103 | $386.0K | 0.12% | +2,103 | New |
| Farther Finance Advisors, LLC | 2,069 | $382.5K | 0.01% | +1,328+179.2% | Added |
| Callahan Advisors, LLC | 2,083 | $382.3K | 0.04% | +645+44.9% | Added |
| Qtron Investments LLC | 2,079 | $381.5K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,063 | $378.6K | 0.01% | −65,064−96.9% | Reduced |
| Independent Advisor Alliance | 2,038 | $374.0K | 0.01% | −929−31.3% | Reduced |
| Charter Research & Investment Group, Inc. | 2,036 | $373.6K | 0.29% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,035 | $373.5K | 0.00% | +308+17.8% | Added |
| Concurrent Investment Advisors, LLC | 2,023 | $371.3K | 0.01% | +1,079+114.3% | Added |
| Investors Asset Management of Georgia Inc | 2,014 | $369.7K | 0.19% | +296+17.2% | Added |
| Alesco Advisors LLC | 2,008 | $368.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,000 | $367.0K | 0.05% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 1,999 | $366.9K | 0.27% | +1,999 | New |
| Meridian Wealth Management, LLC | 1,998 | $366.6K | 0.02% | +173+9.5% | Added |
| Define Financial, LLC | 1,960 | $363.9K | 0.28% | −194−9.0% | Reduced |
| Apollon Wealth Management, LLC | 1,960 | $359.8K | 0.01% | −730−27.1% | Reduced |
| Sigma Planning Corp | 1,940 | $356.0K | 0.01% | −1,933−49.9% | Reduced |
| Copley Financial Group, Inc. | 1,922 | $352.7K | 0.27% | +99+5.4% | Added |
| Park National Corp | 1,921 | $352.5K | 0.01% | −340−15.0% | Reduced |
| Sapient Capital LLC | 1,907 | $350.0K | 0.01% | −410−17.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,901 | $348.9K | 0.03% | +2+0.1% | Added |
| Everpar Advisors LLC | 1,895 | $347.8K | 0.18% | −665−26.0% | Reduced |
| J.W. Cole Advisors, Inc. | 1,889 | $346.6K | 0.01% | +651+52.6% | Added |
| Arcataur Capital Management LLC | 1,886 | $346.1K | 0.12% | −135−6.7% | Reduced |
| Haven Private, LLC | 1,884 | $345.8K | 0.20% | +1,884 | New |
| Wealthcare Advisory Partners LLC | 1,881 | $345.3K | 0.01% | −2,317−55.2% | Reduced |
| Fiduciary Trust Co | 1,870 | $343.2K | 0.00% | −2,931−61.0% | Reduced |
| Coldstream Capital Management Inc | 1,869 | $343.0K | 0.01% | −18,273−90.7% | Reduced |
| Greenleaf Trust | 1,867 | $342.6K | 0.00% | −435−18.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,860 | $341.3K | 0.03% | −105−5.3% | Reduced |
| Keebeck Wealth Management, LLC | 1,860 | $341.3K | 0.05% | −3−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,860 | $341.0K | 0.02% | −1,258−40.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,845 | $338.6K | 0.09% | −13,183−87.7% | Reduced |
| Formidable Asset Management, LLC | 1,842 | $338.1K | 0.06% | +1,842 | New |
| BSW Wealth Partners | 1,818 | $333.6K | 0.05% | +255+16.3% | Added |
| Exencial Wealth Advisors, LLC | 1,813 | $332.8K | 0.01% | −915−33.5% | Reduced |
| U S Global Investors Inc | 1,800 | $330.3K | 0.04% | −4,500−71.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,800 | $330.3K | 0.15% | +1,800 | New |
| LVW Advisors, LLC | 1,783 | $327.2K | 0.04% | −242−12.0% | Reduced |
| Bragg Financial Advisors, Inc | 1,777 | $326.1K | 0.01% | −102−5.4% | Reduced |
| Advisors Capital Management, LLC | 1,776 | $326.0K | 0.01% | −393−18.1% | Reduced |
| Legacy Bridge, LLC | 1,761 | $323.2K | 0.18% | −116−6.2% | Reduced |
| MBB Public Markets I LLC | 1,751 | $321.3K | 0.04% | +1,751 | New |
| EntryPoint Capital, LLC | 1,749 | $321.0K | 0.15% | −1,039−37.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,697 | $317.8K | 0.00% | −820−32.6% | Reduced |
| Shayne & Co., LLC | 1,730 | $317.5K | 0.08% | +1,730 | New |
| U.S. Capital Wealth Advisors, LLC | 1,726 | $316.7K | 0.01% | +1,726 | New |
| Coppell Advisory Solutions LLC | 1,693 | $315.4K | 0.05% | −15−0.9% | Reduced |
| Regatta Capital Group, LLC | 1,706 | $313.1K | 0.06% | +786+85.4% | Added |
| Investment House LLC | 1,700 | $312.0K | 0.02% | −2,888−62.9% | Reduced |
| Belpointe Asset Management LLC | 1,694 | $310.9K | 0.02% | −9,534−84.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,682 | $308.7K | 0.01% | −3,830−69.5% | Reduced |
| Atlas Capital Advisors LLC | 1,642 | $301.3K | 0.04% | −26−1.6% | Reduced |
| MONECO Advisors, LLC | 1,640 | $301.0K | 0.03% | +349+27.0% | Added |
| Coastal Investment Advisors, Inc. | 1,640 | $301.0K | 0.14% | −762−31.7% | Reduced |
| Financial Counselors Inc | 1,634 | $299.9K | 0.00% | −21,251−92.9% | Reduced |