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Disclosery

STZ CONSTELLATION BRANDS INC

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Stock (common), issuer CIK 16918

1,310 managers (1,342 13F filers) reported a position in STZ shares at 2024-12-31, 146,405,544 shares in all. 89 filers opened a position and 151 filers sold out during the quarter.

Managers
1,310
13F filers
1,342
New
89
Added
421
Reduced
540
Sold out
151
Shares held by filers
146,405,544

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ilmarinen Mutual Pension Insurance Co13,500$2.98M0.03%+1,50013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…13,438$2.97M0.03%+12,95313F-HRTimelineGroup
Occidental Asset Management, LLC13,394$2.96M0.46%+1,32313F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND13,384$2.96M0.05%-5713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC13,346$2.95M0.56%+9,10713F-HRTimeline
Federation des caisses Desjardins du Qu…13,112$2.9M0.01%+10313F-HRTimeline
Valeo Financial Advisors, LLC13,019$2.88M0.08%-1,43413F-HRTimeline
EULAV Asset Management13,000$2.87M0.07%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX12,764$2.87M0.71%-1,11113F-HRTimeline
Executive Wealth Management, LLC12,755$2.82M0.22%-23013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding16,667$2.79M+1,112Timeline
Prime Capital Investment Advisors, LLC12,615$2.79M0.04%-6,06613F-HRTimeline
RNC CAPITAL MANAGEMENT LLC12,614$2.79M0.15%-7,91613F-HRTimeline
Linscomb Wealth, Inc.12,609$2.79M0.14%+51113F-HRTimeline
Dynamic Technology Lab Private Ltd12,494$2.76M0.44%+4,64213F-HRTimeline
Sandy Spring Bank12,484$2.76M0.11%-3,50713F-HRTimeline
Beacon Pointe Advisors, LLC12,434$2.75M0.03%-1,50813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,371$2.73M0.11%+75313F-HRTimelineGroup
DAVENPORT & Co LLC12,258$2.71M0.02%+74013F-HRTimeline
Belpointe Asset Management LLC11,228$2.7M0.16%+1,00213F-HRTimeline
Prospera Financial Services Inc12,126$2.68M0.06%+8,20713F-HRTimeline
MORTON COMMUNITY BANK12,102$2.67M0.71%+26013F-HRTimeline
Integrated Wealth Concepts LLC12,099$2.67M0.03%+1,74813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,150$2.66M<0.01%-2,21413F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…12,095$2.66M0.04%13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding11,778$2.6M-241Timeline
PRIVATE TRUST CO NA11,533$2.55M0.26%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT11,479$2.54M0.96%+8413F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,436$2.53M1.46%new13F-HRTimeline
Advisory Services Network, LLC11,376$2.51M0.05%-99013F-HRTimeline
Pine Valley Investments Ltd Liability Co11,297$2.5M0.16%-1,43513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,146$2.46M<0.01%+3,31213F-HRTimelineGroup
IFP Advisors, Inc2,102$2.45M0.08%-5,42513F-HRTimeline
Candriam S.C.A.11,037$2.44M0.01%+8813F-HRTimeline
GROUPAMA ASSET MANAGMENT11,088$2.44M0.05%-10,16813F-HRTimeline
Citizens Business Bank10,978$2.43M0.45%-3,19813F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding10,928$2.42M-1,109,023Timeline
BOKF, NAin group BOKF, NA13,237$2.41M0.04%-6,56913F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC10,721$2.37M0.05%-82613F-HRTimeline
Koa Wealth Management, LLC10,535$2.33M1.9%-13713F-HRTimeline
AR ASSET MANAGEMENT INC10,525$2.33M0.53%-2513F-HRTimeline
iA Global Asset Management Inc.10,401$2.3M0.04%+7,99013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,366$2.29M0.05%+5,09213F-HRTimelineGroup
WD RUTHERFORD LLC10,217$2.26M1.07%-48113F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC9,958$2.2M0.71%+3713F-HRTimeline
Bryce Point Capital, LLC9,954$2.2M0.64%13F-HRTimeline
TBH Global Asset Management, LLC9,943$2.2M0.52%+513F-HRTimeline
First National Trust Co9,888$2.19M0.08%-16,34513F-HRTimeline
NewEdge Advisors, LLC9,853$2.18M0.01%+3,23613F-HRTimeline
JOHO CAPITAL LLC9,815$2.17M0.38%013F-HRTimeline
TOWER BRIDGE ADVISORS9,758$2.16M0.23%-28413F-HRTimeline
WealthPLAN Partners, LLC9,749$2.15M0.31%-2,85013F-HRTimeline
IEQ CAPITAL, LLC9,734$2.15M0.02%+6,94213F-HRTimeline
Oak Harvest Investment Services9,683$2.14M0.3%-2,02013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO9,670$2.14M0.07%-18713F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS9,636$2.13M0.01%+8,53813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management9,604$2.12M<0.01%-103,35713F-HRTimelineGroup
WISCONSIN CAPITAL MANAGEMENT LLC9,596$2.12M1.17%-90113F-HRTimeline
HBK Sorce Advisory LLC9,508$2.1M0.06%-2,32313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,424$2.08M0.01%-80713F-HRTimelineGroup
Aurdan Capital Management, LLC9,390$2.08M0.8%13F-HRTimeline
Global Wealth Management Investment Adv…9,238$2.04M0.42%+1,51413F-HRTimeline
Town & Country Bank & Trust CO dba Firs…9,047$2M0.78%+96613F-HRTimeline
DoubleLine ETF Adviser LP8,878$1.96M0.53%+22913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/8,785$1.94M0.11%013F-HRTimeline
BANQUE PICTET & CIE SA8,750$1.93M0.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,746$1.93M0.05%+47113F-HRTimelineGroup
ABLES, IANNONE, MOORE & ASSOCIATES, INC.8,726$1.93M1.19%+71813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,678$1.92M0.11%-2,04013F-HRTimelineGroup
CCM INVESTMENT GROUP, LLC8,659$1.9M0.21%13F-HRTimeline
Argent Trust Co8,522$1.88M0.08%+45413F-HRTimeline
Bangor Savings Bank8,509$1.88M0.18%-35913F-HRTimeline
Maryland State Retirement & Pension Sys…8,508$1.88M0.04%-58513F-HRTimeline
Louisiana State Employees Retirement Sy…8,400$1.86M0.03%-40013F-HRTimeline
Dynamic Advisor Solutions LLC8,389$1.85M0.08%-32513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC8,376$1.85M0.05%-28913F-HRTimeline
LECAP ASSET MANAGEMENT LTD8,308$1.84M0.5%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,101$1.79M0.21%-1,11513F-HRTimeline
Fernwood Investment Management, LLC8,079$1.79M0.62%-25013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,056$1.78M0.04%-42,36813F-HRTimeline
HCR Wealth Advisors8,044$1.78M0.22%-70713F-HRTimeline
Qsemble Capital Management, LP7,992$1.77M0.24%new13F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding7,864$1.74M-359Timeline
TRUE Private Wealth Advisors7,858$1.74M0.21%-32413F-HRTimeline
Archon Partners LLC7,825$1.73M0.2%013F-HRTimeline
Citizens National Bank Trust Department7,817$1.73M0.37%-21013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,060$1.72M0.01%+11313F-HRTimeline
Baldwin Investment Management, LLC7,727$1.71M0.22%-1,14313F-HRTimeline
Triangle Securities Wealth Management7,722$1.71M0.44%-12913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,580$1.7M<0.01%+23913F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…7,636$1.69M0.05%013F-HRTimelineGroup
MAI Capital Management7,631$1.69M0.01%-88113F-HRTimeline
Souders Financial Advisors7,575$1.67M0.23%-5,20813F-HRTimeline
Plato Investment Management Ltd7,475$1.66M0.12%+33813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co7,493$1.66M0.38%013F-HRTimeline
Secure Asset Management, LLC7,489$1.65M0.25%+1,14513F-HRTimeline
GS Investments, Inc.7,485$1.65M0.75%013F-HRTimeline
CWM, LLCin group CWM, LLC7,484$1.65M0.01%+2,41913F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding7,449$1.65M+68Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,431$1.64M0.01%+11113F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7,421$1.64M0.06%-50013F-HRTimeline
Pinnacle Financial Partners Inc7,204$1.63M0.03%-17713F-HRTimeline
Round Rock Advisors LLC7,387$1.63M0.33%-1,23913F-HRTimeline
Metis Global Partners, LLC7,262$1.6M0.05%+1,69213F-HRTimeline
Private Harbour Investment Management &…7,244$1.6M1.75%-31813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,598$1.59M0.21%-6013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC7,146$1.58M0.14%013F-HRTimeline
Radnor Capital Management, LLC7,054$1.56M0.26%+13513F-HRTimeline
TriaGen Wealth Management LLC7,008$1.55M0.52%-1413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,001$1.55M0.98%+21913F-HRTimeline
SIRIOS CAPITAL MANAGEMENT L P6,983$1.54M0.28%-2,68113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The6,945$1.53M0.03%+53713F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,927$1.53M0.16%-38013F-HRTimelineGroup
DOHJ, LLC6,897$1.52M0.35%-1,77313F-HRTimeline
NewEdge Wealth, LLC6,880$1.52M0.03%-1,50113F-HRTimeline
OMERS ADMINISTRATION Corp6,879$1.52M0.01%+1,17313F-HRTimeline
PLIMOTH TRUST CO LLC6,860$1.52M0.39%+26113F-HRTimeline
Aigen Investment Management, LP6,839$1.51M0.27%new13F-HRTimeline
Cross Staff Investments Inc6,799$1.5M1.05%013F-HRTimeline
Linden Thomas Advisory Services, LLC6,768$1.5M0.19%-15513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP6,739$1.49M0.22%+5,75613F-HRTimeline
Machina Capital S.A.S.6,627$1.46M0.62%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,606$1.46M0.01%-78013F-HRTimeline
Atria Wealth Solutions, Inc.6,468$1.43M0.02%-53813F-HRTimeline
B. Riley Wealth Advisors, Inc.6,469$1.43M0.05%-70813F-HRTimeline
SWS Partners6,414$1.42M0.43%-4,32813F-HRTimeline
STABLEFORD CAPITAL II LLC6,405$1.42M0.56%-6013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC6,400$1.41M0.76%-25013F-HRTimeline
Fortis Capital Advisors, LLC5,839$1.41M0.48%+79913F-HRTimeline
Jacobi Capital Management LLC6,353$1.4M0.1%+10113F-HRTimeline
CHOREO, LLC6,363$1.4M0.02%-37113F-HRTimeline
U S GLOBAL INVESTORS INC6,300$1.39M0.14%+2,36013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC6,284$1.39M0.34%+1613F-HRTimeline
HighVista Strategies LLC6,200$1.37M0.51%new13F-HRTimeline
Penobscot Investment Management Company…6,166$1.36M0.12%013F-HRTimeline
MCDONALD PARTNERS LLC6,135$1.36M0.35%+42313F-HRTimeline
Altshuler Shaham Ltd6,118$1.35M0.05%-24413F-HRTimeline
Xcel Wealth Management, LLC6,104$1.35M0.37%-29213F-HRTimeline
Bank Pictet & Cie (Europe) AG6,096$1.35M0.03%+1,73313F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,095$1.35M<0.01%+26413F-HRTimelineGroup
NEOS Investment Management LLC6,074$1.34M0.03%+1,23813F-HRTimeline
Platform Technology Partners6,061$1.34M0.41%+21413F-HRTimeline
Badgley Phelps Wealth Managers, LLC6,025$1.33M0.03%013F-HRTimeline
Perigon Wealth Management, LLC7,185$1.33M0.03%-1,81213F-HRTimeline
Miller Investment Management, LP6,000$1.33M0.15%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…5,988$1.32M0.01%-20413F-HRTimelineGroup
&PARTNERS5,965$1.32M0.02%+1,36513F-HRTimeline
Allworth Financial LP7,357$1.32M0.01%+5913F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,950$1.31M0.04%-10013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,943$1.31M0.01%-9913F-HRTimeline
Illinois Municipal Retirement Fund5,929$1.31M0.02%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,914$1.31M0.24%+3,30513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,888$1.3M<0.01%-2,71813F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC5,882$1.3M0.38%+1413F-HRTimeline
HM PAYSON & CO5,875$1.3M0.02%-97613F-HRTimeline
Cresset Asset Management, LLC5,762$1.27M0.01%-10,07313F-HRTimeline
Crescent Sterling, Ltd.5,747$1.27M1.3%+1,25913F-HRTimeline
Marion Wealth Management5,747$1.27M0.34%+19313F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,746$1.27M0.07%-1,30613F-HRTimelineGroup
Williams Jones Wealth Management, LLC.5,672$1.25M0.02%-50613F-HRTimeline
Premier Path Wealth Partners, LLC5,642$1.25M0.19%+48513F-HRTimeline
Sequoia Financial Advisors, LLC5,615$1.24M0.01%+65413F-HR/ATimeline
UMB Bank, n.a.5,613$1.24M0.02%-1,65213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mirador Capital Partners LP5,610$1.24M0.22%+18113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,590$1.24M0.01%+1,22813F-HRTimelineGroup
Fairbanks Capital Management, Inc.5,582$1.23M0.77%+11713F-HRTimeline
Mesirow Financial Investment Management…5,577$1.23M0.02%-6313F-HRTimeline
Barden Capital Management, Inc.5,574$1.23M1.06%+7213F-HRTimeline
Aberdeen Wealth Management LLC5,515$1.22M0.84%-7513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,512$1.22M0.02%+4,31213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…5,501$1.22M<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,482$1.21M0.02%+14413F-HRTimeline
Orion Porfolio Solutions, LLC5,399$1.19M0.01%+10913F-HRTimeline
Orion Portfolio Solutions, LLC5,399$1.19M0.01%+10913F-HRTimeline
Pflug Koory, LLC5,376$1.19M0.6%+15813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,349$1.18M0.03%-1,03613F-HRTimeline
Waterfront Wealth Inc.5,328$1.18M0.29%+12613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,275$1.17M0.05%-26113F-HR/ATimeline
HB Wealth Management, LLC5,262$1.16M0.01%+1,02813F-HRTimeline
Knollwood Investment Advisory, LLC5,259$1.16M0.12%013F-HRTimeline
Cornell Pochily Investment Advisors, In…5,232$1.16M0.4%-27913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,212$1.15M0.52%+11913F-HRTimeline
Garner Asset Management Corp5,172$1.14M0.52%-16413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,157$1.14M0.7%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,103$1.14M0.17%+2813F-HRTimeline
GAMMA Investing LLC5,144$1.14M0.1%-513F-HRTimeline
Choate Investment Advisors5,138$1.14M0.03%+2513F-HRTimeline
Cornerstone Advisors, LLC5,100$1.13M0.04%013F-HRTimeline
Carnegie Investment Counsel5,096$1.13M0.03%-2,84513F-HRTimeline
Farringdon Capital, Ltd.5,082$1.12M0.46%13F-HRTimeline
Trust Investment Advisors5,045$1.11M0.71%-20713F-HRTimeline
HighPoint Advisor Group LLC5,802$1.11M0.06%+15313F-HRTimeline
WEBSTER BANK, N. A.5,011$1.11M0.12%-1,22413F-HRTimeline
Stablepoint Partners, LLC5,001$1.11M0.2%-35413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,985$1.1M0.03%new13F-HRTimelineGroup
Legacy Advisors, LLC4,983$1.1M0.11%-43713F-HRTimeline
Lipe & Dalton4,914$1.09M0.58%-29513F-HRTimeline
Signal Advisors Wealth, LLC4,893$1.08M0.12%+53413F-HRTimeline
one8zero8, LLC4,867$1.08M0.23%13F-HRTimeline
Caprock Group, LLC4,845$1.07M0.03%+1,17513F-HRTimeline