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 |
|---|---|---|---|---|---|
| Neumann Capital Management, LLC | 4,937 | $803.2K | 0.25% | −200−3.9% | Reduced |
| Ally Financial Inc. | 5,000 | $813.4K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,030 | $818.4K | 0.01% | +363+7.8% | Added |
| Waterway Wealth Management, LLC | 5,035 | $819.1K | 0.25% | +5,035 | New |
| Fortress Private Ledger, LLC | 5,038 | $819.6K | 0.37% | −145−2.8% | Reduced |
| Welch & Forbes LLC | 5,041 | $820.1K | 0.01% | −28,478−85.0% | Reduced |
| Waterfront Wealth Inc. | 5,144 | $836.9K | 0.19% | −166−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 5,157 | $838.9K | 0.05% | +421+8.9% | Added |
| Quest Partners LLC | 5,178 | $842.4K | 0.08% | +4,029+350.7% | Added |
| Constant Guidance Financial LLC | 5,213 | $843.1K | 0.85% | +5,213 | New |
| Anb Bank | 5,217 | $848.7K | 0.38% | −17−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $855.5K | 0.08% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 5,300 | $862.2K | 1.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,304 | $862.9K | 0.03% | +239+4.7% | Added |
| Pflug Koory, LLC | 5,339 | $868.5K | 0.44% | +25+0.5% | Added |
| Palisade Capital Management LLC | 5,350 | $870.3K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,383 | $870.6K | 0.01% | +2,660+97.7% | Added |
| Dillon & Associates Inc | 5,394 | $879.0K | 0.12% | −12,465−69.8% | Reduced |
| CIBC Private Wealth Group, LLC | 5,445 | $885.8K | 0.00% | −4,862−47.2% | Reduced |
| Schroder Investment Management Group | 5,498 | $894.4K | 0.00% | +5,498 | New |
| Aberdeen Wealth Management LLC | 5,515 | $897.2K | 0.60% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 5,562 | $904.8K | 0.39% | +5,562 | New |
| Canandaigua National Trust Co of Florida | 5,573 | $906.6K | 0.64% | −80−1.4% | Reduced |
| Summit Trail Advisors, LLC | 5,589 | $909.2K | 0.02% | +5,589 | New |
| Tectonic Advisors LLC | 5,632 | $916.2K | 0.05% | +1,210+27.4% | Added |
| Citizens National Bank Trust Department | 5,633 | $916.4K | 0.18% | +1,205+27.2% | Added |
| Barden Capital Management, Inc. | 5,733 | $932.6K | 0.82% | −102−1.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,842 | $950.4K | 0.02% | +71+1.2% | Added |
| Mesirow Financial Investment Management, Inc. | 5,855 | $952.9K | 0.02% | −31−0.5% | Reduced |
| Quadrant Capital Group LLC | 5,879 | $956.4K | 0.03% | +1,747+42.3% | Added |
| Simplex Trading, LLC | 5,891 | $958.0K | 0.03% | +5,891 | New |
| Fairbanks Capital Management, Inc. | 5,892 | $958.5K | 0.55% | +346+6.2% | Added |
| Omers Administration Corp | 5,893 | $958.7K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,920 | $963.1K | 0.01% | +887+17.6% | Added |
| Miller Investment Management, LP | 6,000 | $976.1K | 0.10% | 00.0% | Unchanged |
| Savoie Capital LLC | 6,000 | $976.1K | 0.12% | +6,000 | New |
| Thrivent Financial for Lutherans | 6,018 | $979.0K | 0.00% | −1,532−20.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,040 | $982.5K | 0.05% | −356−5.6% | Reduced |
| Marco Investment Management LLC | 6,046 | $983.6K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 6,062 | $986.0K | 0.13% | −2,974−32.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,091 | $990.9K | 0.08% | −77−1.2% | Reduced |
| Cobblestone Capital Advisors LLC | 6,099 | $992.3K | 0.05% | +30.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,106 | $993.3K | 0.00% | −9,147−60.0% | Reduced |
| Metis Global Partners, LLC | 6,178 | $1.01M | 0.03% | −2,778−31.0% | Reduced |
| Legacy Private Trust Co. | 6,239 | $1.01M | 0.07% | −4,301−40.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,293 | $1.02M | 0.01% | +646+11.4% | Added |
| HCR Wealth Advisors | 6,316 | $1.03M | 0.12% | −357−5.3% | Reduced |
| Maryland State Retirement & Pension System | 6,351 | $1.03M | 0.02% | −1,098−14.7% | Reduced |
| McDonald Partners LLC | 6,344 | $1.04M | 0.25% | −521−7.6% | Reduced |
| SWS Partners | 6,400 | $1.04M | 0.28% | +19+0.3% | Added |
| MAI Capital Management | 6,417 | $1.04M | 0.01% | −309−4.6% | Reduced |
| Apollon Wealth Management, LLC | 6,471 | $1.05M | 0.02% | +4,511+230.2% | Added |
| Moors & Cabot, Inc. | 6,512 | $1.06M | 0.05% | −4,166−39.0% | Reduced |
| Platform Technology Partners | 6,529 | $1.06M | 0.28% | −98−1.5% | Reduced |
| Moody National Bank Trust Division | 6,574 | $1.07M | 0.10% | −417−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,451 | $1.07M | 0.00% | −10,755−62.5% | Reduced |
| Cross Staff Investments Inc | 6,609 | $1.08M | 0.80% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,126 | $1.08M | 0.03% | −683−10.0% | Reduced |
| Pinnacle Financial Partners Inc | 6,611 | $1.08M | 0.02% | −529−7.4% | Reduced |
| Vontobel Holding Ltd. | 6,648 | $1.08M | 0.00% | +1,650+33.0% | Added |
| Davis R M Inc | 6,652 | $1.08M | 0.02% | −12,778−65.8% | Reduced |
| Brinker Capital Investments, LLC | 6,672 | $1.09M | 0.01% | +638+10.6% | Added |
| Peapack Gladstone Financial Corp | 6,726 | $1.09M | 0.02% | −826−10.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 6,798 | $1.11M | 1.15% | −88−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 6,823 | $1.11M | 0.03% | +3,267+91.9% | Added |
| Premier Path Wealth Partners, LLC | 6,831 | $1.11M | 0.15% | −559−7.6% | Reduced |
| Triangle Securities Wealth Management | 6,849 | $1.11M | 0.27% | −261−3.7% | Reduced |
| Chiron Capital Management, LLC | 6,901 | $1.12M | 0.98% | −700−9.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,934 | $1.13M | 0.03% | −356−4.9% | Reduced |
| Mediolanum International Funds Ltd | 7,065 | $1.14M | 0.01% | +3,863+120.6% | Added |
| Linden Thomas Advisory Services, LLC | 7,019 | $1.14M | 0.13% | −99−1.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 7,045 | $1.15M | 0.06% | +371+5.6% | Added |
| Banque Pictet & Cie SA | 7,060 | $1.15M | 0.01% | −540−7.1% | Reduced |
| Invst, LLC | 7,063 | $1.15M | 0.14% | −378−5.1% | Reduced |
| V. M. Manning & Co., Inc. | 7,201 | $1.16M | 1.28% | +7,201 | New |
| Round Rock Advisors, LLC | 7,179 | $1.17M | 0.20% | −198−2.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,211 | $1.17M | 0.01% | −3,459−32.4% | Reduced |
| Arkadios Wealth Advisors | 7,242 | $1.18M | 0.04% | +764+11.8% | Added |
| New Mexico Educational Retirement Board | 7,321 | $1.19M | 0.04% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 7,438 | $1.21M | 0.21% | +97+1.3% | Added |
| Plato Investment Management Ltd | 7,494 | $1.21M | 0.09% | +4+0.1% | Added |
| Gs Investments, Inc. | 7,485 | $1.22M | 0.54% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,493 | $1.22M | 0.19% | −65−0.9% | Reduced |
| Engineers Gate Manager LP | 7,549 | $1.23M | 0.02% | +7,549 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.24M | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 7,655 | $1.25M | 0.11% | −365−4.6% | Reduced |
| Argent Trust Co | 7,673 | $1.25M | 0.05% | +721+10.4% | Added |
| Beacon Pointe Advisors, LLC | 7,749 | $1.26M | 0.01% | −1,459−15.8% | Reduced |
| WealthPLAN Partners, LLC | 7,768 | $1.26M | 0.20% | −3,856−33.2% | Reduced |
| Archon Partners LLC | 7,825 | $1.27M | 0.15% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,868 | $1.28M | 0.04% | −308−3.8% | Reduced |
| Trust Co of Vermont | 7,952 | $1.29M | 0.06% | −111−1.4% | Reduced |
| Dohj, LLC | 6,924 | $1.30M | 0.38% | −92−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,015 | $1.30M | 0.08% | −1,877−19.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 8,066 | $1.31M | 0.29% | +597+8.0% | Added |
| Louisiana State Employees Retirement System | 8,100 | $1.32M | 0.02% | −300−3.6% | Reduced |
| Allianz Asset Management GmbH | 8,137 | $1.32M | 0.00% | −132,583−94.2% | Reduced |
| Great Valley Advisor Group, Inc. | 8,143 | $1.32M | 0.03% | +1,323+19.4% | Added |
| Norinchukin Bank, The | 8,158 | $1.33M | 0.02% | +183+2.3% | Added |
| Two Sigma Securities, LLC | 8,220 | $1.34M | 0.16% | +6,767+465.7% | Added |