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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 8,227 | $1.34M | 0.17% | −477−5.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,231 | $1.34M | 0.18% | +8,231 | New |
| Bridgewater Associates, LP | 8,233 | $1.34M | 0.01% | −3,213−28.1% | Reduced |
| Benedict Financial Advisors Inc | 8,238 | $1.34M | 0.30% | +605+7.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,290 | $1.35M | 0.37% | +240+3.0% | Added |
| Ostrum Asset Management | 8,296 | $1.35M | 0.06% | −6−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 8,300 | $1.35M | 0.01% | −67,358−89.0% | Reduced |
| Stratos Wealth Partners, LTD. | 8,335 | $1.36M | 0.02% | −159−1.9% | Reduced |
| FineMark National Bank & Trust | 8,345 | $1.36M | 0.05% | −905−9.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,411 | $1.37M | 0.01% | +847+11.2% | Added |
| Baldwin Investment Management, LLC | 8,482 | $1.38M | 0.17% | +680+8.7% | Added |
| Allworth Financial LP | 8,558 | $1.39M | 0.01% | +1,253+17.2% | Added |
| City Holding Co | 8,608 | $1.40M | 0.18% | −2,391−21.7% | Reduced |
| PEAK6 LLC | 8,660 | $1.41M | 0.05% | −27,945−76.3% | Reduced |
| Jacobi Capital Management LLC | 8,685 | $1.41M | 0.09% | +1,937+28.7% | Added |
| Ossiam | 8,694 | $1.41M | 0.02% | −250−2.8% | Reduced |
| GWM Advisors LLC | 8,730 | $1.42M | 0.01% | −974−10.0% | Reduced |
| Nordwand Advisors, LLC | 8,765 | $1.43M | 0.23% | +8,765 | New |
| Evercore Wealth Management, LLC | 8,837 | $1.44M | 0.02% | −233,103−96.3% | Reduced |
| Sterling Capital Management LLC | 8,866 | $1.44M | 0.02% | +8,258+1,358.2% | Added |
| Avantax Advisory Services, Inc. | 8,923 | $1.45M | 0.01% | +617+7.4% | Added |
| Winton Group Ltd | 8,941 | $1.45M | 0.07% | +6,545+273.2% | Added |
| TBH Global Asset Management, LLC | 8,949 | $1.46M | 0.31% | −767−7.9% | Reduced |
| Brown Advisory Inc | 9,055 | $1.47M | 0.00% | +3,295+57.2% | Added |
| NEOS Investment Management LLC | 9,116 | $1.48M | 0.02% | +1,789+24.4% | Added |
| Parallel Advisors, LLC | 9,123 | $1.48M | 0.03% | −2,361−20.6% | Reduced |
| Tower Bridge Advisors | 9,163 | $1.49M | 0.16% | −74−0.8% | Reduced |
| Hartford Investment Management Co | 9,199 | $1.50M | 0.05% | −279−2.9% | Reduced |
| Fayez Sarofim & Co | 9,250 | $1.50M | 0.00% | −3,100−25.1% | Reduced |
| Lighthouse Investment Partners, LLC | 9,267 | $1.51M | 0.07% | +9,267 | New |
| Bayesian Capital Management, LP | 9,300 | $1.51M | 0.24% | +9,300 | New |
| Mercer Global Advisors Inc | 9,319 | $1.52M | 0.00% | −6,260−40.2% | Reduced |
| Birch Hill Investment Advisors LLC | 9,353 | $1.52M | 0.07% | −4,852−34.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,379 | $1.53M | 0.01% | −25,549−73.1% | Reduced |
| Captrust Financial Advisors | 9,395 | $1.53M | 0.00% | −1,665−15.1% | Reduced |
| Integrated Wealth Concepts LLC | 9,448 | $1.54M | 0.02% | −2,294−19.5% | Reduced |
| Oddo BHF Asset Management SAS | 9,472 | $1.54M | 0.06% | −668−6.6% | Reduced |
| Bryn Mawr Trust Co | 9,542 | $1.55M | 0.03% | −307−3.1% | Reduced |
| West Oak Capital, LLC | 9,543 | $1.55M | 0.61% | +1,585+19.9% | Added |
| Fifth Third Bancorp | 9,576 | $1.56M | 0.01% | −20,696−68.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,658 | $1.57M | 0.01% | +1,434+17.4% | Added |
| HBK Sorce Advisory LLC | 9,881 | $1.61M | 0.04% | −531−5.1% | Reduced |
| Capstone Investment Advisors, LLC | 9,949 | $1.62M | 0.01% | +1,104+12.5% | Added |
| Candriam Luxembourg S.C.A. | 10,031 | $1.63M | 0.01% | +137+1.4% | Added |
| Kentucky Retirement Systems | 10,085 | $1.64M | 0.05% | −660−6.1% | Reduced |
| Central Trust Co | 10,164 | $1.65M | 0.04% | −2,594−20.3% | Reduced |
| Principal Securities, Inc. | 10,241 | $1.67M | 0.03% | +2,012+24.5% | Added |
| Alpha Omega Wealth Management LLC | 10,266 | $1.67M | 0.30% | −761−6.9% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $1.68M | 0.39% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 10,500 | $1.71M | 0.01% | +5,500+110.0% | Added |
| Landscape Capital Management, L.L.C. | 10,551 | $1.72M | 0.13% | −7,727−42.3% | Reduced |
| Mizuho Securities USA LLC | 10,581 | $1.72M | 0.04% | +10,581 | New |
| Plimoth Trust Co LLC | 10,701 | $1.74M | 0.42% | +1,405+15.1% | Added |
| Inceptionr LLC | 10,718 | $1.74M | 0.40% | +5,958+125.2% | Added |
| Axq Capital, LP | 10,745 | $1.75M | 0.56% | +10,745 | New |
| Poehling Capital Management, LLC | 10,889 | $1.77M | 0.41% | +10,889 | New |
| Private Trust Co NA | 10,926 | $1.78M | 0.17% | −780−6.7% | Reduced |
| Balyasny Asset Management LLC | 11,028 | $1.79M | 0.00% | −2,212−16.7% | Reduced |
| Congress Wealth Management LLC | 11,054 | $1.80M | 0.02% | +108+1.0% | Added |
| Centiva Capital, LP | 11,066 | $1.80M | 0.12% | +3,951+55.5% | Added |
| Stephens Inc | 11,128 | $1.81M | 0.02% | −1,413−11.3% | Reduced |
| Patten & Patten Inc | 11,258 | $1.83M | 0.12% | −7,551−40.1% | Reduced |
| Vista Investment Management | 11,276 | $1.83M | 0.68% | −191−1.7% | Reduced |
| Toth Financial Advisory Corp | 11,282 | $1.84M | 0.21% | −3,913−25.8% | Reduced |
| Citizens Financial Group Inc | 11,313 | $1.84M | 0.03% | −1,524−11.9% | Reduced |
| Private Advisor Group, LLC | 11,442 | $1.86M | 0.01% | −1,380−10.8% | Reduced |
| Marex Group plc | 11,614 | $1.89M | 0.04% | +11,614 | New |
| BKD Wealth Advisors, LLC | 11,682 | $1.90M | 0.04% | +18+0.2% | Added |
| Ar Asset Management Inc | 11,900 | $1.94M | 0.43% | +1,375+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 12,166 | $1.98M | 0.02% | −1,534−11.2% | Reduced |
| Macquarie Group Ltd | 12,202 | $1.98M | 0.00% | −25,414−67.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,219 | $1.99M | 1.24% | +2,171+21.6% | Added |
| Teachers Retirement System of the State of Kentucky | 12,225 | $1.99M | 0.02% | +170+1.4% | Added |
| Fulton Bank, N.A. | 12,297 | $2.00M | 0.07% | −492−3.8% | Reduced |
| Occudo Quantitative Strategies LP | 12,348 | $2.01M | 0.23% | +12,348 | New |
| Valeo Financial Advisors, LLC | 12,388 | $2.02M | 0.05% | −1,330−9.7% | Reduced |
| Northcape Wealth Management, LLC | 12,641 | $2.06M | 0.63% | −79−0.6% | Reduced |
| 1832 Asset Management L.P. | 12,644 | $2.06M | 0.00% | +12,644 | New |
| Stableford Capital II LLC | 11,994 | $2.11M | 0.79% | +5,560+86.4% | Added |
| Rafferty Asset Management, LLC | 12,964 | $2.11M | 0.01% | +2,247+21.0% | Added |
| Ancora Advisors, LLC | 13,055 | $2.12M | 0.04% | +1,985+17.9% | Added |
| Oregon Public Employees Retirement Fund | 13,194 | $2.15M | 0.04% | −200−1.5% | Reduced |
| Burney Co | 13,261 | $2.16M | 0.07% | −1,161−8.1% | Reduced |
| HB Wealth Management, LLC | 13,333 | $2.17M | 0.02% | +655+5.2% | Added |
| Delta Global Management LP | 13,556 | $2.21M | 0.15% | +13,556 | New |
| RNC Capital Management LLC | 13,561 | $2.21M | 0.11% | +77+0.6% | Added |
| Jones Financial Companies LLLP | 13,773 | $2.22M | 0.00% | +1,694+14.0% | Added |
| Neuberger Berman Group LLC | 13,774 | $2.24M | 0.00% | −97,054−87.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,787 | $2.24M | 0.01% | −1,117−7.5% | Reduced |
| Cim Investment Mangement Inc | 11,745 | $2.25M | 0.43% | +5,860+99.6% | Added |
| Lakewood Capital Management, LP | 14,000 | $2.28M | 0.17% | +14,000 | New |
| Howe & Rusling Inc | 14,061 | $2.29M | 0.17% | −2,058−12.8% | Reduced |
| Elo Mutual Pension Insurance Co | 14,146 | $2.30M | 0.05% | +14,146 | New |
| Miracle Mile Advisors, LLC | 14,278 | $2.32M | 0.04% | +4,516+46.3% | Added |
| Arlington Partners LLC | 14,340 | $2.33M | 0.86% | +14,340 | New |
| Linscomb & Williams, Inc. | 14,362 | $2.34M | 0.11% | +1,068+8.0% | Added |
| Morton Community Bank | 14,377 | $2.34M | 0.58% | +870+6.4% | Added |
| AMG National Trust Bank | 14,434 | $2.35M | 0.06% | +14,434 | New |
| JustInvest LLC | 14,680 | $2.39M | 0.03% | +2,286+18.4% | Added |
| Intact Investment Management Inc. | 15,100 | $2.46M | 0.08% | −7,000−31.7% | Reduced |