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 |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 1,328 | $216.0K | 0.01% | −140−9.5% | Reduced |
| RiverFront Investment Group, LLC | 1,329 | $216.2K | 0.00% | +213+19.1% | Added |
| Scott Marsh Financial, LLC | 1,330 | $216.4K | 0.08% | +1,330 | New |
| Colonial Trust Co | 1,330 | $216.4K | 0.03% | +131+10.9% | Added |
| Employees Retirement System of Texas | 1,331 | $217.0K | 0.00% | +1,331 | New |
| Atomi Financial Group, Inc. | 1,338 | $217.6K | 0.01% | −55−3.9% | Reduced |
| DRW Securities, LLC | 1,342 | $218.3K | 0.02% | +1,342 | New |
| Insigneo Advisory Services, LLC | 1,343 | $218.5K | 0.02% | +234+21.1% | Added |
| Barlow Wealth Partners, Inc. | 1,257 | $218.6K | 0.03% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,365 | $222.0K | 0.11% | −75−5.2% | Reduced |
| Patton Fund Management, Inc. | 1,365 | $222.1K | 0.05% | +1,365 | New |
| Checchi Capital Advisers, LLC | 1,373 | $223.4K | 0.02% | −119−8.0% | Reduced |
| Accurate Wealth Management, LLC | 1,299 | $223.6K | 0.03% | −2−0.2% | Reduced |
| Spinnaker Trust | 1,379 | $224.3K | 0.01% | +277+25.1% | Added |
| Ashton Thomas Securities, LLC | 1,383 | $225.0K | 0.05% | −59−4.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,389 | $226.0K | 0.03% | −22−1.6% | Reduced |
| Sava Infond d.o.o. | 1,390 | $226.1K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,403 | $228.2K | 0.01% | +1,183+537.7% | Added |
| Chancellor Financial Group WB LP | 1,424 | $231.7K | 0.18% | +1,424 | New |
| Davis Investment Partners, LLC | 1,400 | $233.0K | 0.08% | −179−11.3% | Reduced |
| MBB Public Markets I LLC | 1,433 | $233.1K | 0.03% | −318−18.2% | Reduced |
| IFP Advisors, Inc | 409 | $233.4K | 0.01% | −5,352−92.9% | Reduced |
| Coastal Investment Advisors, Inc. | 1,440 | $234.3K | 0.09% | −200−12.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,445 | $235.1K | 0.01% | −76−5.0% | Reduced |
| RDA Financial Network | 1,451 | $236.1K | 0.06% | −82−5.3% | Reduced |
| Almanack Investment Partners, LLC. | 1,458 | $237.2K | 0.04% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,466 | $238.5K | 0.00% | −16,169−91.7% | Reduced |
| AE Wealth Management LLC | 1,467 | $238.6K | 0.00% | −40−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,472 | $239.5K | 0.04% | +200+15.7% | Added |
| Bragg Financial Advisors, Inc | 1,474 | $239.8K | 0.01% | −303−17.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,475 | $239.9K | 0.03% | +571+63.2% | Added |
| Arlington Trust Co LLC | 1,477 | $240.3K | 0.05% | −1,049−41.5% | Reduced |
| Old Port Advisors | 1,483 | $241.2K | 0.07% | −33−2.2% | Reduced |
| Guidance Capital, Inc | 1,455 | $241.7K | 0.07% | −106−6.8% | Reduced |
| Rehmann Capital Advisory Group | 1,494 | $243.1K | 0.01% | −1,531−50.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,500 | $244.0K | 0.04% | −770−33.9% | Reduced |
| Change Path, LLC | 1,500 | $244.0K | 0.01% | +190+14.5% | Added |
| Claret Asset Management Corp | 1,506 | $245.0K | 0.03% | +1,506 | New |
| King Luther Capital Management Corp | 1,511 | $245.8K | 0.00% | 00.0% | Unchanged |
| Midwest Trust Co | 1,516 | $246.6K | 0.00% | +1,516 | New |
| Wetherby Asset Management Inc | 1,529 | $248.7K | 0.01% | +1,529 | New |
| Spinnaker Investment Group, LLC | 1,536 | $249.9K | 0.06% | −74−4.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,539 | $250.3K | 0.01% | +175+12.8% | Added |
| Greenleaf Trust | 1,541 | $250.7K | 0.00% | −326−17.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,554 | $252.7K | 0.06% | −20−1.3% | Reduced |
| Sandy Cove Advisors, LLC | 1,563 | $254.2K | 0.09% | −9−0.6% | Reduced |
| Essex Investment Management Co LLC | 1,563 | $254.3K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,591 | $258.8K | 0.04% | −14,987−90.4% | Reduced |
| RD Lewis Holdings, Inc. | 1,496 | $259.1K | 0.26% | +345+30.0% | Added |
| Lee Financial Co | 1,600 | $260.3K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,603 | $260.7K | 0.01% | −435−21.3% | Reduced |
| Savant Capital, LLC | 1,610 | $261.9K | 0.00% | +102+6.8% | Added |
| Portside Wealth Group, LLC | 1,614 | $262.6K | 0.04% | +1,614 | New |
| Everpar Advisors LLC | 1,617 | $263.1K | 0.12% | −278−14.7% | Reduced |
| Belpointe Asset Management LLC | 1,623 | $264.0K | 0.01% | −71−4.2% | Reduced |
| Atlas Capital Advisors LLC | 1,625 | $264.4K | 0.03% | −17−1.0% | Reduced |
| Cozad Asset Management Inc | 1,628 | $264.8K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,630 | $265.2K | 0.15% | +225+16.0% | Added |
| Legacy Financial Advisors, Inc. | 1,634 | $265.8K | 0.04% | +1,634 | New |
| Bessemer Group Inc | 1,641 | $266.0K | 0.00% | −601−26.8% | Reduced |
| Concurrent Investment Advisors, LLC | 1,642 | $267.2K | 0.01% | −381−18.8% | Reduced |
| Visionary Wealth Advisors | 1,643 | $267.3K | 0.01% | +294+21.8% | Added |
| Advisors Asset Management, Inc. | 1,648 | $268.1K | 0.00% | −1,326−44.6% | Reduced |
| MONECO Advisors, LLC | 1,650 | $268.4K | 0.02% | +10+0.6% | Added |
| NWF Advisory Services Inc. | 1,658 | $269.7K | 0.03% | +1,658 | New |
| Sigma Planning Corp | 1,659 | $269.8K | 0.01% | −281−14.5% | Reduced |
| V-Square Quantitative Management LLC | 1,682 | $273.6K | 0.04% | +62+3.8% | Added |
| Diversify Advisory Services, LLC | 1,619 | $275.2K | 0.01% | +1,619 | New |
| MidWestOne Financial Group, Inc. | 1,693 | $275.4K | 0.04% | −15,309−90.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,697 | $276.1K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,698 | $276.3K | 0.01% | −115−6.3% | Reduced |
| Koshinski Asset Management, Inc. | 1,712 | $278.5K | 0.02% | −148−8.0% | Reduced |
| Regatta Capital Group, LLC | 1,717 | $279.3K | 0.05% | +11+0.6% | Added |
| Transcend Wealth Collective, LLC | 1,718 | $279.5K | 0.02% | −622−26.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,721 | $280.0K | 0.21% | −315−15.5% | Reduced |
| PFG Investments, LLC | 1,724 | $280.4K | 0.02% | −549−24.2% | Reduced |
| Investors Asset Management of Georgia Inc | 1,724 | $280.5K | 0.13% | −290−14.4% | Reduced |
| Shayne & Co., LLC | 1,730 | $281.4K | 0.09% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,761 | $286.5K | 0.14% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,766 | $287.3K | 0.02% | +1,766 | New |
| Forum Financial Management, LP | 1,777 | $289.1K | 0.00% | +232+15.0% | Added |
| U S Global Investors Inc | 1,800 | $292.8K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,801 | $293.0K | 0.02% | +674+59.8% | Added |
| LVW Advisors, LLC | 1,805 | $293.6K | 0.03% | +22+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,823 | $296.5K | 0.01% | +97+5.6% | Added |
| EntryPoint Capital, LLC | 1,824 | $296.7K | 0.15% | +75+4.3% | Added |
| Signaturefd, LLC | 1,837 | $298.8K | 0.01% | −557−23.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,847 | $300.5K | 0.00% | +165+9.8% | Added |
| Umpqua Bank | 1,762 | $300.5K | 0.09% | +433+32.6% | Added |
| Copley Financial Group, Inc. | 1,851 | $301.1K | 0.22% | −71−3.7% | Reduced |
| Keebeck Wealth Management, LLC | 1,860 | $302.6K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,861 | $302.7K | 0.05% | −335−15.3% | Reduced |
| BSW Wealth Partners | 1,868 | $303.9K | 0.04% | +50+2.8% | Added |
| Meridian Wealth Management, LLC | 1,869 | $304.1K | 0.01% | −129−6.5% | Reduced |
| Arcataur Capital Management LLC | 1,886 | $306.8K | 0.10% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,889 | $307.3K | 0.02% | −492−20.7% | Reduced |
| Souders Financial Advisors | 1,906 | $310.1K | 0.04% | −1,311−40.8% | Reduced |
| Sapient Capital LLC | 1,906 | $310.1K | 0.01% | −1−0.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,935 | $312.2K | 0.04% | +242+14.3% | Added |
| Park National Corp | 1,921 | $312.5K | 0.01% | 00.0% | Unchanged |