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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,628 | $298.8K | 0.03% | −20−1.2% | Reduced |
| V-Square Quantitative Management LLC | 1,620 | $297.3K | 0.04% | +315+24.1% | Added |
| Davis Investment Partners, LLC | 1,579 | $295.7K | 0.13% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,610 | $295.5K | 0.07% | +12+0.8% | Added |
| Empower Advisory Group, LLC | 1,602 | $294.0K | 0.00% | +18+1.1% | Added |
| Lee Financial Co | 1,600 | $293.6K | 0.04% | −24−1.5% | Reduced |
| Syon Capital LLC | 1,592 | $292.2K | 0.02% | −262−14.1% | Reduced |
| Cigna Investments Inc | 1,590 | $292.0K | 0.05% | −31−1.9% | Reduced |
| Guidance Capital, Inc | 1,561 | $291.9K | 0.09% | −648−29.3% | Reduced |
| First National Advisers, LLC | 1,586 | $291.1K | 0.05% | −11,202−87.6% | Reduced |
| XML Financial, LLC | 1,584 | $290.7K | 0.03% | +155+10.8% | Added |
| AssuredPartners Investment Advisors, LLC | 1,574 | $288.8K | 0.06% | −574−26.7% | Reduced |
| Harbour Investments, Inc. | 1,573 | $288.7K | 0.01% | −15−0.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,572 | $288.5K | 0.12% | +37+2.4% | Added |
| Essex Investment Management Co LLC | 1,563 | $286.8K | 0.06% | −479−23.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,631 | $286.2K | 0.05% | +1,572+2,664.4% | Added |
| Forum Financial Management, LP | 1,545 | $283.5K | 0.00% | −462−23.0% | Reduced |
| RDA Financial Network | 1,533 | $281.3K | 0.08% | −109−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,521 | $279.1K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 1,516 | $278.2K | 0.08% | −1,241−45.0% | Reduced |
| King Luther Capital Management Corp | 1,511 | $277.3K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,508 | $276.8K | 0.00% | −2,253−59.9% | Reduced |
| AE Wealth Management LLC | 1,507 | $276.5K | 0.00% | +25+1.7% | Added |
| Daymark Wealth Partners, LLC | 1,497 | $274.7K | 0.01% | −3,778−71.6% | Reduced |
| Checchi Capital Advisers, LLC | 1,492 | $273.8K | 0.02% | −743−33.2% | Reduced |
| Oder Investment Management, LLC | 1,484 | $272.4K | 0.23% | +241+19.4% | Added |
| Berkeley Capital Partners, LLC | 1,483 | $272.2K | 0.07% | −334−18.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,482 | $272.0K | 0.11% | −7,565−83.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,477 | $271.1K | 0.12% | +1,477 | New |
| Focus Financial Network, Inc. | 1,468 | $269.4K | 0.01% | −190−11.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,468 | $268.0K | 0.12% | −485−24.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,458 | $267.6K | 0.05% | +181+14.2% | Added |
| Two Sigma Securities, LLC | 1,453 | $266.7K | 0.04% | +1,453 | New |
| Richards, Merrill & Peterson, Inc. | 1,440 | $264.2K | 0.14% | −441−23.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,437 | $263.8K | 0.06% | +430+42.7% | Added |
| Ashton Thomas Securities, LLC | 1,442 | $263.4K | 0.07% | +149+11.5% | Added |
| NBC Securities, Inc. | 1,434 | $263.0K | 0.02% | +1,433+143,300.0% | Added |
| Wealth Alliance | 1,429 | $262.3K | 0.03% | −119−7.7% | Reduced |
| IHT Wealth Management, LLC | 1,429 | $262.3K | 0.01% | −607−29.8% | Reduced |
| First National Bank of Omaha | 1,426 | $261.7K | 0.02% | −11,599−89.1% | Reduced |
| Evergreen Capital Management LLC | 1,418 | $260.2K | 0.01% | +1,418 | New |
| GPS Wealth Strategies Group, LLC | 1,411 | $259.0K | 0.03% | −245−14.8% | Reduced |
| Kentucky Trust Co | 1,405 | $257.8K | 0.15% | +310+28.3% | Added |
| Centurion Wealth Management LLC | 1,160 | $256.4K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,393 | $255.6K | 0.01% | +1,393 | New |
| Landing Point Financial Group, LLC | 1,391 | $255.3K | 0.19% | −181−11.5% | Reduced |
| Sava Infond d.o.o. | 1,390 | $255.1K | 0.05% | −350−20.1% | Reduced |
| AlphaCore Capital LLC | 1,386 | $254.4K | 0.02% | +38+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,368 | $251.1K | 0.02% | +315+29.9% | Added |
| Pallas Capital Advisors LLC | 1,366 | $250.6K | 0.01% | +1,366 | New |
| Nicholas Hoffman & Company, LLC. | 1,364 | $250.4K | 0.01% | +1,364 | New |
| International Assets Investment Management, LLC | 1,363 | $250.1K | 0.02% | +23+1.7% | Added |
| Secure Asset Management, LLC | 1,353 | $248.3K | 0.05% | −6,136−81.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,350 | $247.8K | 0.01% | −5−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,350 | $247.8K | 0.02% | +75+5.9% | Added |
| Visionary Wealth Advisors | 1,349 | $247.6K | 0.01% | −163−10.8% | Reduced |
| Banco Santander, S.A. | 1,348 | $247.4K | 0.00% | +1,348 | New |
| Capital Advisory Group Advisory Services, LLC | 1,338 | $245.6K | 0.09% | −15−1.1% | Reduced |
| Umpqua Bank | 1,329 | $243.9K | 0.08% | +135+11.3% | Added |
| Studio Investment Management LLC | 1,321 | $242.4K | 0.05% | +142+12.0% | Added |
| CX Institutional | 1,317 | $242.0K | 0.01% | +1,317 | New |
| Accurate Wealth Management, LLC | 1,301 | $241.5K | 0.05% | +8+0.6% | Added |
| GFG Capital, LLC | 1,313 | $241.0K | 0.07% | +1,313 | New |
| Change Path, LLC | 1,310 | $240.4K | 0.01% | −1,325−50.3% | Reduced |
| Clarius Group, LLC | 1,302 | $238.9K | 0.02% | +1,302 | New |
| Ironwood Investment Counsel, LLC | 1,291 | $236.9K | 0.04% | −95−6.9% | Reduced |
| ICW Investment Advisors LLC | 1,287 | $236.3K | 0.10% | +7+0.5% | Added |
| Prelude Capital Management, LLC | 1,280 | $234.9K | 0.02% | −2,838−68.9% | Reduced |
| Stanley-Laman Group, Ltd. | 1,272 | $233.4K | 0.04% | +1,272 | New |
| Barlow Wealth Partners, Inc. | 1,257 | $233.0K | 0.03% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,269 | $232.9K | 0.02% | −44,510−97.2% | Reduced |
| Farmers Trust Co | 1,261 | $231.4K | 0.04% | −25−1.9% | Reduced |
| Wedmont Private Capital | 1,246 | $231.4K | 0.01% | −1,425−53.4% | Reduced |
| Intrua Financial, LLC | 1,260 | $231.2K | 0.04% | +1,260 | New |
| Hardy Reed LLC | 1,252 | $229.8K | 0.02% | +13+1.0% | Added |
| Tiemann Investment Advisors, LLC | 1,245 | $228.5K | 0.10% | −250−16.7% | Reduced |
| NewEdge Wealth, LLC | 1,238 | $227.3K | 0.00% | −5,642−82.0% | Reduced |
| Summit Financial, LLC | 1,236 | $226.8K | 0.01% | +83+7.2% | Added |
| Integrated Advisors Network LLC | 1,217 | $223.4K | 0.01% | +1,217 | New |
| Patten Group, Inc. | 1,213 | $222.6K | 0.05% | −1,069−46.8% | Reduced |
| HMV Wealth Advisors, LLC | 1,204 | $221.0K | 0.18% | −1,012−45.7% | Reduced |
| Confluence Wealth Services, Inc. | 1,177 | $220.3K | 0.01% | −1,088−48.0% | Reduced |
| Boston Trust Walden Corp | 1,200 | $220.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,199 | $220.1K | 0.03% | +132+12.4% | Added |
| Financial Advocates Investment Management | 1,194 | $219.2K | 0.02% | −482−28.8% | Reduced |
| Ignite Planners, LLC | 1,172 | $217.4K | 0.04% | +45+4.0% | Added |
| Skopos Labs, Inc. | 1,183 | $217.1K | 0.05% | −20−1.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,183 | $217.1K | 0.02% | −418−26.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,175 | $215.6K | 0.08% | +1,175 | New |
| RD Lewis Holdings, Inc. | 1,151 | $215.2K | 0.24% | +1,151 | New |
| Nations Financial Group Inc, | 1,166 | $214.1K | 0.02% | −28−2.3% | Reduced |
| Chris Bulman Inc | 1,165 | $213.8K | 0.14% | +1,165 | New |
| Phoenix Holdings Ltd. | 1,159 | $213.8K | 0.00% | −18−1.5% | Reduced |
| Monarch Capital Management Inc | 1,161 | $213.1K | 0.06% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,158 | $212.5K | 0.04% | +89+8.3% | Added |
| Quest Partners LLC | 1,149 | $210.9K | 0.02% | +44+4.0% | Added |
| Socha Financial Group, LLC | 1,145 | $210.2K | 0.10% | +6+0.5% | Added |
| Baader Bank INC | 1,220 | $208.0K | 0.02% | +1,220 | New |
| Strategic Financial Concepts, LLC | 1,128 | $207.0K | 0.04% | +62+5.8% | Added |
| Keel Point, LLC | 1,127 | $206.8K | 0.02% | +1,127 | New |