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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 1,931 | $314.2K | 0.01% | −377−16.3% | Reduced |
| Beaumont Financial Advisors, LLC | 1,935 | $314.8K | 0.02% | +34+1.8% | Added |
| Valley National Advisers Inc | 1,945 | $315.0K | 0.05% | −727−27.2% | Reduced |
| Old National Bancorp | 1,946 | $316.6K | 0.01% | −1,902−49.4% | Reduced |
| Define Financial, LLC | 1,971 | $320.7K | 0.21% | +11+0.6% | Added |
| Profund Advisors LLC | 1,990 | $323.7K | 0.01% | −575−22.4% | Reduced |
| Wealthcare Advisory Partners LLC | 1,993 | $324.2K | 0.01% | +112+6.0% | Added |
| Community Bank, N.A. | 2,000 | $325.4K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,008 | $326.7K | 0.06% | +655+48.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,018 | $328.3K | 0.00% | −5,733−74.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,033 | $330.7K | 0.08% | −985−32.6% | Reduced |
| Global Retirement Partners, LLC | 2,038 | $331.5K | 0.01% | +2,038 | New |
| Diversify Wealth Management, LLC | 1,955 | $332.3K | 0.02% | +1,955 | New |
| Banco Santander, S.A. | 2,048 | $333.2K | 0.00% | +700+51.9% | Added |
| Aries Wealth Management | 2,049 | $333.3K | 0.09% | −770−27.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,069 | $336.6K | 0.14% | +592+40.1% | Added |
| Formidable Asset Management, LLC | 1,842 | $338.1K | 0.06% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,083 | $338.9K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,127 | $346.0K | 0.06% | −1,181−35.7% | Reduced |
| Allred Capital Management, LLC | 2,127 | $346.1K | 0.13% | +2+0.1% | Added |
| Warren Averett Asset Management, LLC | 2,137 | $347.6K | 0.00% | +102+5.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,142 | $348.4K | 0.08% | −91−4.1% | Reduced |
| Iams Wealth Management, LLC | 2,143 | $348.6K | 0.16% | −116−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 2,144 | $348.8K | 0.01% | +255+13.5% | Added |
| Brown, Lisle/Cummings, Inc. | 2,146 | $349.2K | 0.09% | 00.0% | Unchanged |
| XML Financial, LLC | 2,189 | $356.1K | 0.03% | +605+38.2% | Added |
| GAMMA Investing LLC | 2,190 | $356.3K | 0.02% | +31+1.4% | Added |
| Resources Investment Advisors, LLC. | 2,200 | $357.9K | 0.00% | −8−0.4% | Reduced |
| Farther Finance Advisors, LLC | 2,222 | $361.5K | 0.01% | +153+7.4% | Added |
| Chicago Partners Investment Group LLC | 2,064 | $363.5K | 0.01% | −229−10.0% | Reduced |
| Coastline Trust Co | 2,250 | $366.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,251 | $366.1K | 0.01% | +822+57.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,262 | $368.0K | 0.01% | +2,262 | New |
| First Command Advisory Services, Inc. | 2,267 | $368.8K | 0.00% | −250−9.9% | Reduced |
| Coldstream Capital Management Inc | 2,280 | $370.9K | 0.01% | +411+22.0% | Added |
| Moneta Group Investment Advisors LLC | 2,286 | $372.0K | 0.00% | −414−15.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,290 | $372.6K | 0.03% | +2,290 | New |
| 49 Wealth Management, LLC | 2,291 | $372.7K | 0.04% | +2,291 | New |
| Fiduciary Trust Co | 2,293 | $373.1K | 0.00% | +423+22.6% | Added |
| Brown Financial Advisors | 2,308 | $375.5K | 0.15% | −26−1.1% | Reduced |
| Hudson Bay Capital Management LP | 2,313 | $376.3K | 0.00% | +2,313 | New |
| RMB Capital Management, LLC | 2,324 | $378.1K | 0.01% | +2,324 | New |
| Unique Wealth Strategies, LLC | 2,326 | $378.4K | 0.16% | +165+7.6% | Added |
| Diamant Asset Management, Inc. | 2,345 | $381.5K | 0.29% | −200−7.9% | Reduced |
| Athena Investment Management | 2,358 | $383.6K | 0.21% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,385 | $388.0K | 0.05% | +60+2.6% | Added |
| Arnhold LLC | 2,400 | $390.4K | 0.04% | 00.0% | Unchanged |
| Swedbank AB | 2,400 | $390.4K | 0.00% | +2,400 | New |
| Harbour Trust & Investment Management Co | 2,410 | $392.1K | 0.04% | −3,537−59.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,426 | $395.0K | 0.02% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,429 | $395.1K | 0.13% | +2,429 | New |
| Doliver Advisors, LP | 2,431 | $395.5K | 0.11% | −82−3.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,435 | $396.1K | 0.00% | −23−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $408.2K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 2,520 | $410.0K | 0.04% | −128−4.8% | Reduced |
| HBW Advisory Services LLC | 2,529 | $411.4K | 0.05% | −301−10.6% | Reduced |
| Wedbush Securities Inc | 2,531 | $412.0K | 0.01% | +96+3.9% | Added |
| Baader Bank INC | 2,931 | $415.2K | 0.04% | +1,711+140.2% | Added |
| Keynote Financial Services LLC | 2,562 | $416.8K | 0.28% | +8+0.3% | Added |
| Canada Post Corp Registered Pension Plan | 2,563 | $416.9K | 0.02% | +2,563 | New |
| Tower Research Capital LLC (TRC) | 2,569 | $417.9K | 0.01% | −1,657−39.2% | Reduced |
| Synovus Financial Corp | 2,579 | $420.3K | 0.01% | −1,620−38.6% | Reduced |
| Equitable Holdings, Inc. | 2,626 | $427.2K | 0.00% | +8+0.3% | Added |
| Ballentine Partners, LLC | 2,627 | $427.4K | 0.01% | −482−15.5% | Reduced |
| Arista Wealth Management, LLC | 2,629 | $427.7K | 0.06% | +2,629 | New |
| Financial Advisory Corp | 2,640 | $429.0K | 0.13% | +537+25.5% | Added |
| Meridian Investment Counsel Inc. | 2,640 | $429.5K | 0.12% | +165+6.7% | Added |
| Optimize Financial Inc | 2,670 | $434.4K | 0.27% | −18−0.7% | Reduced |
| Callan Family Office, LLC | 2,674 | $435.0K | 0.01% | +2,674 | New |
| Haven Private, LLC | 2,713 | $441.4K | 0.20% | +829+44.0% | Added |
| Malaga Cove Capital, LLC | 2,717 | $442.0K | 0.17% | +2,717 | New |
| Syon Capital LLC | 2,747 | $446.9K | 0.03% | +1,155+72.6% | Added |
| 17 Capital Partners, LLC | 2,752 | $447.7K | 0.26% | +420+18.0% | Added |
| Pensionmark Financial Group, LLC | 2,754 | $448.1K | 0.01% | −1,047−27.5% | Reduced |
| SFMG, LLC | 2,803 | $456.0K | 0.03% | +53+1.9% | Added |
| Banque Cantonale Vaudoise | 2,819 | $459.0K | 0.02% | −44−1.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,822 | $459.1K | 0.33% | +107+3.9% | Added |
| HighPoint Advisor Group LLC | 2,823 | $459.3K | 0.02% | −2,998−51.5% | Reduced |
| Federated Hermes, Inc. | 2,834 | $461.0K | 0.00% | −1,286−31.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,872 | $467.2K | 0.02% | −1,341−31.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,874 | $467.5K | 0.00% | −3,455−54.6% | Reduced |
| Forte Capital LLC | 2,906 | $472.7K | 0.05% | +10+0.3% | Added |
| Sequoia Financial Advisors, LLC | 2,907 | $472.9K | 0.00% | +343+13.4% | Added |
| Beaumont Asset Management, L.L.C. | 2,918 | $474.7K | 0.25% | −6−0.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,939 | $478.1K | 0.16% | −2,208−42.9% | Reduced |
| Anchor Investment Management, LLC | 2,940 | $478.3K | 0.04% | +500+20.5% | Added |
| Webster Bank, N. A. | 2,946 | $479.3K | 0.05% | −705−19.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,951 | $480.1K | 0.09% | −47−1.6% | Reduced |
| Prentice Wealth Management LLC | 2,987 | $485.9K | 0.13% | −122−3.9% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $488.0K | 0.00% | 00.0% | Unchanged |
| GAM Holding AG | 3,000 | $488.0K | 0.03% | +3,000 | New |
| Cooper/Haims Advisors, LLC | 3,010 | $489.6K | 0.24% | −65−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 3,030 | $492.9K | 0.01% | +355+13.3% | Added |
| Harbor Capital Advisors, Inc. | 3,034 | $494.0K | 0.02% | −17−0.6% | Reduced |
| Umb Bank N A | 3,063 | $498.3K | 0.01% | −4−0.1% | Reduced |
| Empirical Finance, LLC | 3,083 | $501.5K | 0.03% | +39+1.3% | Added |
| Nautilus Advisors LLC | 3,092 | $503.0K | 0.37% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,125 | $508.0K | 0.41% | −220−6.6% | Reduced |
| STRS Ohio | 3,123 | $508.1K | 0.00% | −32,078−91.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,145 | $511.6K | 0.04% | +476+17.8% | Added |