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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 3,161 | $514.2K | 0.00% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,165 | $514.9K | 0.39% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 3,169 | $515.5K | 0.43% | −412−11.5% | Reduced |
| Eads & Heald Wealth Management | 3,173 | $516.0K | 0.25% | −692−17.9% | Reduced |
| Johnson Investment Counsel Inc | 3,174 | $516.4K | 0.00% | +679+27.2% | Added |
| Scientech Research LLC | 3,239 | $526.9K | 0.13% | −1,812−35.9% | Reduced |
| Quantitative Investment Management, LLC | 3,247 | $528.0K | 0.07% | −62,006−95.0% | Reduced |
| Milestones Private Investment Advisors LLC | 3,346 | $544.3K | 0.40% | +3,346 | New |
| Vident Advisory, LLC | 3,356 | $546.0K | 0.01% | −1,472−30.5% | Reduced |
| Stratos Wealth Advisors, LLC | 3,361 | $546.8K | 0.03% | +114+3.5% | Added |
| Retirement Planning Co of New England, Inc. | 3,367 | $547.8K | 0.24% | +132+4.1% | Added |
| Northstar Asset Management LLC | 3,368 | $547.9K | 0.13% | −2,950−46.7% | Reduced |
| Petrus Trust Company, LTA | 3,369 | $548.1K | 0.06% | +3,369 | New |
| TLWM | 3,371 | $548.4K | 0.10% | +20+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 3,388 | $551.2K | 0.01% | −162−4.6% | Reduced |
| MUFG Securities Americas Inc. | 3,392 | $551.8K | 0.05% | +641+23.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $561.2K | 0.37% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 3,466 | $563.8K | 0.18% | −15−0.4% | Reduced |
| Kovack Advisors, Inc. | 3,468 | $564.2K | 0.06% | −44−1.3% | Reduced |
| iA Global Asset Management Inc. | 3,475 | $565.0K | 0.01% | −7,221−67.5% | Reduced |
| Norden Group LLC | 3,483 | $566.6K | 0.06% | +757+27.8% | Added |
| Grove Bank & Trust | 3,494 | $568.4K | 0.07% | +125+3.7% | Added |
| Longfellow Investment Management Co LLC | 3,527 | $573.8K | 0.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,574 | $581.0K | 0.01% | −344−8.8% | Reduced |
| Vestcor Inc | 3,605 | $586.0K | 0.02% | +635+21.4% | Added |
| Larson Financial Group LLC | 3,615 | $588.0K | 0.02% | +207+6.1% | Added |
| Creekmur Asset Management LLC | 3,620 | $589.0K | 0.10% | +1,136+45.7% | Added |
| Haverford Trust Co | 3,629 | $590.4K | 0.01% | +212+6.2% | Added |
| Keybank National Association | 3,637 | $591.7K | 0.00% | −4,699−56.4% | Reduced |
| Independent Financial Group, LLC | 3,660 | $595.3K | 0.02% | +721+24.5% | Added |
| Chase Investment Counsel Corp | 3,676 | $598.0K | 0.19% | 00.0% | Unchanged |
| Assetmark, Inc | 3,679 | $598.6K | 0.00% | −2,003−35.3% | Reduced |
| Tompkins Financial Corp | 3,680 | $598.7K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,685 | $599.5K | 0.01% | +144+4.1% | Added |
| Stevens Capital Management LP | 3,705 | $603.0K | 0.16% | +3,705 | New |
| Copperwynd Financial, LLC | 3,715 | $604.3K | 0.15% | −216−5.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,723 | $605.7K | 0.33% | −197−5.0% | Reduced |
| Piscataqua Savings Bank | 3,732 | $607.1K | 0.51% | +12+0.3% | Added |
| Dover Advisors, LLC | 3,734 | $607.4K | 0.27% | −16−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,754 | $610.7K | 0.03% | −255−6.4% | Reduced |
| Whelan Financial | 3,754 | $610.7K | 0.22% | +1,167+45.1% | Added |
| Pictet & Cie (Europe) SA | 3,764 | $612.3K | 0.01% | +900+31.4% | Added |
| Byrne Asset Management LLC | 3,810 | $619.8K | 0.42% | – | – |
| Merit Financial Group, LLC | 3,832 | $623.4K | 0.01% | +722+23.2% | Added |
| Delta Financial Advisors LLC | 3,833 | $623.6K | 0.22% | −91−2.3% | Reduced |
| New Age Alpha Advisors, LLC | 3,833 | $623.6K | 0.03% | +3,724+3,416.5% | Added |
| First National Trust Co | 3,867 | $629.1K | 0.02% | −627−14.0% | Reduced |
| Novem Group | 3,902 | $634.8K | 0.08% | +5+0.1% | Added |
| Essex Financial Services, Inc. | 3,903 | $635.0K | 0.04% | +289+8.0% | Added |
| Flagship Harbor Advisors, LLC | 3,918 | $637.5K | 0.03% | −363−8.5% | Reduced |
| ELCO Management Co., LLC | 3,946 | $641.9K | 0.34% | +115+3.0% | Added |
| Investment Management Corp of Ontario | 3,955 | $643.4K | 0.01% | −600−13.2% | Reduced |
| Garner Asset Management Corp | 3,967 | $645.3K | 0.30% | −430−9.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,984 | $648.1K | 0.00% | −10,793−73.0% | Reduced |
| Venture Visionary Partners LLC | 4,009 | $652.3K | 0.02% | +9+0.2% | Added |
| HM Payson & Co | 4,025 | $654.8K | 0.01% | −550−12.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,041 | $657.5K | 0.03% | −158−3.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,140 | $673.5K | 0.36% | −1,560−27.4% | Reduced |
| KCM Investment Advisors LLC | 4,152 | $675.4K | 0.02% | +275+7.1% | Added |
| Leonteq Securities AG | 4,161 | $676.9K | 0.04% | −13,893−77.0% | Reduced |
| American National Bank | 4,200 | $683.3K | 0.07% | 00.0% | Unchanged |
| Cherokee Insurance Co | 4,200 | $683.3K | 0.30% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,202 | $683.8K | 0.01% | +247+6.2% | Added |
| Teza Capital Management LLC | 4,239 | $689.6K | 0.51% | +4,239 | New |
| Pitcairn Co | 4,246 | $690.7K | 0.05% | −37−0.9% | Reduced |
| WBI Investments | 4,257 | $692.5K | 0.18% | +4,257 | New |
| AXA S.A. | 4,259 | $692.9K | 0.00% | −5,372−55.8% | Reduced |
| Cooper Financial Group | 4,271 | $694.9K | 0.08% | +703+19.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,280 | $696.3K | 0.05% | −297−6.5% | Reduced |
| Avantax Planning Partners, Inc. | 4,283 | $696.8K | 0.02% | −47−1.1% | Reduced |
| Glenmede Investment Management, LP | 4,301 | $699.7K | 0.00% | +4,301 | New |
| Wealthfront Advisers LLC | 4,309 | $701.0K | 0.00% | −2,334−35.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,332 | $704.7K | 0.03% | +292+7.2% | Added |
| Wolverine Trading, LLC | 4,423 | $713.6K | 0.02% | −79,035−94.7% | Reduced |
| Silvercrest Asset Management Group LLC | 4,392 | $714.5K | 0.00% | −145−3.2% | Reduced |
| Kingsview Wealth Management, LLC | 4,413 | $717.8K | 0.01% | −240−5.2% | Reduced |
| Dark Forest Capital Management LP | 4,450 | $723.9K | 0.03% | +2,319+108.8% | Added |
| Parvin Asset Management, LLC | 4,525 | $736.1K | 0.76% | −125−2.7% | Reduced |
| Pinnacle Associates Ltd | 4,548 | $739.8K | 0.01% | −2,221−32.8% | Reduced |
| CoreCap Advisors, LLC | 4,567 | $743.0K | 0.03% | +467+11.4% | Added |
| Perigon Wealth Management, LLC | 4,585 | $745.8K | 0.02% | +173+3.9% | Added |
| B&L Asset Management LLC | 4,592 | $747.0K | 0.43% | +1,583+52.6% | Added |
| FLC Capital Advisors | 4,593 | $747.2K | 0.15% | +464+11.2% | Added |
| Two Sigma Advisers, LP | 4,600 | $748.3K | 0.00% | −29,200−86.4% | Reduced |
| Tudor Investment Corp Et Al | 4,641 | $755.0K | 0.01% | +890+23.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,660 | $758.1K | 0.01% | −226−4.6% | Reduced |
| Summit Financial, LLC | 4,660 | $758.2K | 0.02% | +3,424+277.0% | Added |
| Iron Financial, LLC | 4,671 | $759.9K | 0.40% | −11−0.2% | Reduced |
| First Horizon Advisors, Inc. | 4,671 | $760.1K | 0.02% | −236−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,687 | $762.5K | 0.01% | −232−4.7% | Reduced |
| Choate Investment Advisors | 4,696 | $763.9K | 0.02% | −399−7.8% | Reduced |
| Mattson Financial Services, LLC | 4,702 | $764.9K | 0.21% | +35+0.7% | Added |
| CWM, LLC | 4,709 | $766.0K | 0.00% | −1,620−25.6% | Reduced |
| Trust Investment Advisors | 4,713 | $766.7K | 0.47% | −338−6.7% | Reduced |
| SummitTX Capital, L.P. | 4,748 | $772.4K | 0.03% | +4,748 | New |
| Cornerstone Advisors, LLC | 4,800 | $780.9K | 0.03% | −300−5.9% | Reduced |
| Aurdan Capital Management, LLC | 4,830 | $785.7K | 0.27% | −598−11.0% | Reduced |
| one8zero8, LLC | 4,867 | $791.8K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,883 | $794.4K | 0.01% | −59−1.2% | Reduced |
| Kennedy Investment Group | 4,901 | $797.3K | 0.34% | −83−1.7% | Reduced |