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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 278 | $45.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 286 | $48.6K | 0.02% | +286 | New |
| Curio Wealth, LLC | 300 | $48.8K | 0.02% | +299+29,900.0% | Added |
| Newbridge Financial Services Group, Inc. | 303 | $49.3K | 0.01% | +303 | New |
| Capital Advisors, Ltd. LLC | 315 | $51.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 319 | $51.9K | 0.00% | −397−55.4% | Reduced |
| Zions Bancorporation, National Association | 328 | $53.4K | 0.00% | +122+59.2% | Added |
| Mount Yale Investment Advisors, LLC | 329 | $53.5K | 0.00% | +329 | New |
| Gulf International Bank (UK) Ltd | 335 | $54.0K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $54.0K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 368 | $59.9K | 0.18% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 375 | $61.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 376 | $61.2K | 0.01% | −219−36.8% | Reduced |
| Flagship Wealth Advisors, LLC | 380 | $61.8K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 381 | $62.1K | 0.01% | −583−60.5% | Reduced |
| SRS Capital Advisors, Inc. | 382 | $62.1K | 0.00% | +277+263.8% | Added |
| S-Bank Fund Management Ltd | 388 | $63.1K | 0.01% | −44−10.2% | Reduced |
| CX Institutional | 394 | $64.0K | 0.00% | −923−70.1% | Reduced |
| Salem Investment Counselors Inc | 397 | $64.6K | 0.00% | −125−23.9% | Reduced |
| Montag A & Associates Inc | 399 | $64.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $65.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $65.1K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $65.1K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 410 | $66.7K | 0.01% | +210+105.0% | Added |
| Onefund, LLC | 420 | $68.0K | 0.05% | +420 | New |
| Sunbelt Securities, Inc. | 310 | $68.5K | 0.01% | −60−16.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 445 | $72.4K | 0.05% | +406+1,041.0% | Added |
| Westpac Banking Corp | 450 | $73.2K | 0.00% | −484−51.8% | Reduced |
| MUFG Securities EMEA plc | 458 | $74.5K | 0.00% | +458 | New |
| Sound Income Strategies, LLC | 465 | $75.6K | 0.00% | +463+23,150.0% | Added |
| CNB Bank | 474 | $77.1K | 0.04% | −273−36.5% | Reduced |
| Smithfield Trust Co | 473 | $78.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 488 | $79.4K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $81.3K | 0.01% | −100−16.7% | Reduced |
| Missouri Trust & Investment Co | 500 | $81.3K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $81.3K | 0.06% | +500 | New |
| Briaud Financial Planning, Inc | 533 | $86.0K | 0.03% | +33+6.6% | Added |
| Massmutual Trust Co FSB | 545 | $88.7K | 0.00% | −25,882−97.9% | Reduced |
| Rosenberg Matthew Hamilton | 586 | $95.3K | 0.02% | −94−13.8% | Reduced |
| Archer Investment Corp | 587 | $95.5K | 0.02% | +150+34.3% | Added |
| Manchester Capital Management LLC | 621 | $101.0K | 0.01% | −132−17.5% | Reduced |
| Brown Brothers Harriman & Co | 631 | $102.7K | 0.00% | +22+3.6% | Added |
| Acadian Asset Management LLC | 637 | $103.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 634 | $103.0K | 0.00% | +79+14.2% | Added |
| Ransom Advisory, Ltd | 635 | $103.3K | 0.05% | −200−24.0% | Reduced |
| City State Bank | 639 | $104.0K | 0.03% | +200+45.6% | Added |
| SBI Securities Co., Ltd. | 692 | $112.6K | 0.00% | +237+52.1% | Added |
| Skopos Labs, Inc. | 702 | $114.2K | 0.01% | −481−40.7% | Reduced |
| United Community Bank | 714 | $116.2K | 0.04% | +185+35.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $120.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 756 | $123.0K | 0.00% | +301+66.2% | Added |
| Hantz Financial Services, Inc. | 775 | $126.0K | 0.00% | +613+378.4% | Added |
| LRI Investments, LLC | 801 | $130.3K | 0.01% | +485+153.5% | Added |
| Cary Street Partner Investment Advisory LLC | 820 | $133.4K | 0.06% | −153−15.7% | Reduced |
| Monetary Management Group Inc | 825 | $134.2K | 0.03% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 840 | $136.7K | 0.11% | +840 | New |
| Hazlett, Burt & Watson, Inc. | 847 | $137.0K | 0.06% | −621−42.3% | Reduced |
| Key Financial Inc | 843 | $137.1K | 0.03% | −3−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 850 | $138.0K | 0.00% | +850 | New |
| Hills Bank & Trust Co | 856 | $139.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 861 | $140.0K | 0.06% | −50−5.5% | Reduced |
| Medallion Wealth Advisors, LLC | 866 | $141.1K | 0.05% | +6+0.7% | Added |
| ORG Wealth Partners, LLC | 866 | $144.1K | 0.03% | +287+49.6% | Added |
| Spire Wealth Management | 894 | $145.4K | 0.01% | −232−20.6% | Reduced |
| ESL Trust Services, LLC | 900 | $146.4K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 908 | $147.7K | 0.01% | +18+2.0% | Added |
| North Star Investment Management Corp. | 920 | $149.6K | 0.01% | +1+0.1% | Added |
| Atlantic Trust, LLC | 941 | $153.1K | 0.03% | −89−8.6% | Reduced |
| Smartleaf Asset Management LLC | 972 | $156.9K | 0.01% | +128+15.2% | Added |
| AdvisorNet Financial, Inc | 976 | $158.8K | 0.01% | +164+20.2% | Added |
| Geneos Wealth Management Inc. | 992 | $161.4K | 0.00% | +179+22.0% | Added |
| Clio Asset Management LLC | 1,000 | $162.7K | 0.13% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $163.0K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,020 | $166.0K | 0.00% | −2,419−70.3% | Reduced |
| Cary Street Partners Financial LLC | 1,026 | $166.9K | 0.00% | +422+69.9% | Added |
| Strategic Investment Solutions, Inc. | 1,051 | $171.0K | 0.05% | −10−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,094 | $178.0K | 0.02% | +317+40.8% | Added |
| Harbour Investments, Inc. | 1,115 | $181.3K | 0.00% | −458−29.1% | Reduced |
| AlphaCore Capital LLC | 1,139 | $185.3K | 0.01% | −247−17.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,185 | $192.8K | 0.08% | −60−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,194 | $194.2K | 0.00% | +243+25.6% | Added |
| Versant Capital Management, Inc | 1,201 | $195.4K | 0.03% | +1,098+1,066.0% | Added |
| Sagespring Wealth Partners, LLC | 1,233 | $200.5K | 0.00% | +1,233 | New |
| Hardy Reed LLC | 1,239 | $201.6K | 0.02% | −13−1.0% | Reduced |
| Ignite Planners, LLC | 1,183 | $201.8K | 0.04% | +11+0.9% | Added |
| NBC Securities, Inc. | 1,249 | $203.0K | 0.02% | −185−12.9% | Reduced |
| Voleon Capital Management LP | 1,253 | $203.8K | 0.01% | +1,253 | New |
| Berkeley Capital Partners, LLC | 1,254 | $204.0K | 0.05% | −229−15.4% | Reduced |
| Integrity Alliance, LLC. | 1,257 | $204.4K | 0.01% | −1,539−55.0% | Reduced |
| Alesco Advisors LLC | 1,257 | $204.4K | 0.01% | −751−37.4% | Reduced |
| Qtron Investments LLC | 1,285 | $209.0K | 0.03% | −794−38.2% | Reduced |
| ICW Investment Advisors LLC | 1,289 | $209.7K | 0.08% | +2+0.2% | Added |
| China Universal Asset Management Co., Ltd. | 1,314 | $213.8K | 0.02% | −1,664−55.9% | Reduced |
| Laurion Capital Management LP | 1,316 | $214.1K | 0.02% | +1,316 | New |
| Landing Point Financial Group, LLC | 1,320 | $214.8K | 0.14% | −71−5.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,325 | $215.6K | 0.01% | −25−1.9% | Reduced |
| Studio Investment Management LLC | 1,326 | $215.7K | 0.04% | +5+0.4% | Added |
| Rexford Capital Inc | 1,326 | $215.7K | 0.18% | +1,326 | New |
| Parkside Financial Bank & Trust | 1,327 | $215.9K | 0.02% | +533+67.1% | Added |
| Cigna Investments Inc | 1,325 | $216.0K | 0.04% | −265−16.7% | Reduced |