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; 1,038 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, Q2 2025
Institutional positions in Constellation Brands, Inc. as of Jun 30, 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
- 1,132
- −35 vs. Q1 2025
- Shares held
- 147.4M
- +290.4K (+0.2%) vs. Q1 2025
- Total value
- $24.0B
- −$3.04B (−11.2%) vs. Q1 2025
- New holders
- 123
- 375 more added
- Sold out
- 158
- 480 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 1,038 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Decker Retirement Planning Inc. | 50 | $8.13K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 48 | $8.22K | 0.00% | −17−26.2% | Reduced |
| Frazier Financial Advisors, LLC | 52 | $8.46K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $8.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 53 | $8.62K | 0.00% | +5+10.4% | Added |
| Global Trust Asset Management, LLC | 55 | $8.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $8.95K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 59 | $9.59K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 59 | $9.60K | 0.00% | −73−55.3% | Reduced |
| Quarry LP | 59 | $9.60K | 0.00% | +59 | New |
| Rothschild Investment LLC | 60 | $9.76K | 0.00% | −311−83.8% | Reduced |
| Evermay Wealth Management LLC | 60 | $9.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 60 | $9.76K | 0.01% | +51+566.7% | Added |
| Traub Capital Management LLC | 61 | $9.92K | 0.01% | +61 | New |
| DT Investment Partners, LLC | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 64 | $10.4K | 0.01% | −303−82.6% | Reduced |
| Private Wealth Management Group, LLC | 65 | $10.6K | 0.00% | +5+8.3% | Added |
| Coston, McIsaac & Partners | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 69 | $11.2K | 0.00% | +50+263.2% | Added |
| Graney & King, LLC | 70 | $11.4K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 70 | $11.4K | 0.00% | +70 | New |
| FSA Wealth Management LLC | 71 | $11.5K | 0.00% | +1+1.4% | Added |
| JFS Wealth Advisors, LLC | 71 | $11.6K | 0.00% | −17−19.3% | Reduced |
| NewSquare Capital LLC | 73 | $11.9K | 0.00% | +11+17.7% | Added |
| Fortitude Family Office, LLC | 73 | $11.9K | 0.00% | +11+17.7% | Added |
| IMA Wealth, Inc. | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 75 | $12.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 75 | $12.5K | 0.01% | +40+114.3% | Added |
| High Note Wealth, LLC | 78 | $12.7K | 0.00% | +24+44.4% | Added |
| JNBA Financial Advisors | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 82 | $13.3K | 0.00% | −122−59.8% | Reduced |
| First Community Trust NA | 85 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $13.8K | 0.00% | +6+7.6% | Added |
| MTM Investment Management, LLC | 86 | $14.0K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 92 | $15.0K | 0.00% | −13−12.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 93 | $15.2K | 0.01% | +93 | New |
| MCF Advisors LLC | 94 | $15.3K | 0.00% | −5−5.1% | Reduced |
| New Millennium Group LLC | 97 | $15.8K | 0.01% | −6−5.8% | Reduced |
| GFG Capital, LLC | 98 | $15.9K | 0.00% | −1,215−92.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $16.0K | 0.00% | +16+19.0% | Added |
| Caldwell Sutter Capital, Inc. | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $16.3K | 0.01% | +100 | New |
| Westside Investment Management, Inc. | 101 | $16.6K | 0.00% | +101 | New |
| Clear Street Markets LLC | 103 | $16.8K | 0.01% | +103 | New |
| Hemington Wealth Management | 107 | $17.0K | 0.00% | +15+16.3% | Added |
| Covestor Ltd | 110 | $18.0K | 0.01% | +1+0.9% | Added |
| MV Capital Management, Inc. | 113 | $18.4K | 0.00% | −102−47.4% | Reduced |
| Rakuten Securities, Inc. | 113 | $18.4K | 0.01% | −68−37.6% | Reduced |
| Kings Path Partners LLC | 114 | $18.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 114 | $18.5K | 0.01% | +114 | New |
| Hanson & Doremus Investment Management | 119 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 118 | $19.2K | 0.00% | +118 | New |
| Bayforest Capital Ltd | 118 | $19.2K | 0.01% | +118 | New |
| Dunhill Financial, LLC | 120 | $19.5K | 0.01% | +81+207.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $19.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $20.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $20.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 133 | $21.6K | 0.00% | −42−24.0% | Reduced |
| Whipplewood Advisors, LLC | 136 | $22.1K | 0.01% | +76+126.7% | Added |
| Centricity Wealth Management, LLC | 137 | $22.3K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 140 | $22.8K | 0.02% | −10−6.7% | Reduced |
| Tacita Capital Inc | 145 | $23.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 147 | $23.9K | 0.00% | +32+27.8% | Added |
| Eastern Bank | 150 | $24.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $24.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 163 | $26.5K | 0.01% | −3−1.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $27.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 171 | $27.8K | 0.01% | +1+0.6% | Added |
| Pin Oak Investment Advisors Inc | 158 | $28.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 175 | $28.5K | 0.00% | −18−9.3% | Reduced |
| Colonial Trust Advisors | 177 | $28.8K | 0.00% | +11+6.6% | Added |
| Ameriflex Group, Inc. | 179 | $28.9K | 0.02% | −459−71.9% | Reduced |
| Prestige Wealth Management Group LLC | 178 | $29.0K | 0.01% | +20+12.7% | Added |
| Chilton Capital Management LLC | 180 | $29.3K | 0.00% | −50−21.7% | Reduced |
| Rialto Wealth Management, LLC | 180 | $29.3K | 0.01% | +4+2.3% | Added |
| BankPlus Trust Department | 190 | $30.9K | 0.01% | −6−3.1% | Reduced |
| Logan Capital Management Inc | 192 | $31.2K | 0.00% | −926−82.8% | Reduced |
| Blume Capital Management, Inc. | 200 | $32.5K | 0.01% | −200−50.0% | Reduced |
| Catherine Avery Investment Management LLC | 200 | $32.5K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 205 | $33.0K | 0.00% | +205 | New |
| Bruce G. Allen Investments, LLC | 205 | $33.3K | 0.03% | +1+0.5% | Added |
| Johnson Financial Group, Inc. | 212 | $34.5K | 0.00% | −511−70.7% | Reduced |
| Raiffeisen Bank International AG | 218 | $35.4K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $36.3K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 224 | $36.4K | 0.03% | −12−5.1% | Reduced |
| Albion Financial Group | 245 | $39.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 247 | $40.2K | 0.01% | +247 | New |
| Cetera Trust Company, N.A | 250 | $40.7K | 0.02% | −100−28.6% | Reduced |
| Advantage Trust Co | 250 | $40.7K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 250 | $40.7K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 265 | $43.0K | 0.00% | +1+0.4% | Added |
| GeoWealth Management, LLC | 265 | $43.1K | 0.00% | −62−19.0% | Reduced |