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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 15,168 | $2.47M | 0.03% | −4,335−22.2% | Reduced |
| Groupama Asset Managment | 15,452 | $2.49M | 0.04% | −3,429−18.2% | Reduced |
| Blair William & Co | 15,646 | $2.55M | 0.01% | −993−6.0% | Reduced |
| Occidental Asset Management, LLC | 15,958 | $2.60M | 0.36% | +516+3.3% | Added |
| Shelton Capital Management | 15,963 | $2.60M | 0.06% | −38−0.2% | Reduced |
| Lee Danner & Bass Inc | 15,985 | $2.60M | 0.20% | −540−3.3% | Reduced |
| Addison Capital Co | 16,186 | $2.63M | 0.92% | −161−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 16,226 | $2.64M | 0.01% | −5,982−26.9% | Reduced |
| Advisory Services Network, LLC | 15,936 | $2.66M | 0.04% | +3,151+24.6% | Added |
| Vickerman Investment Advisors, Inc. | 16,392 | $2.67M | 0.57% | +13,985+581.0% | Added |
| Brevan Howard Capital Management LP | 16,400 | $2.67M | 0.03% | +16,400 | New |
| First Manhattan Co | 16,443 | $2.67M | 0.01% | −2,418−12.8% | Reduced |
| Yousif Capital Management, LLC | 16,468 | $2.68M | 0.03% | −344−2.0% | Reduced |
| SG Americas Securities, LLC | 16,476 | $2.68M | 0.01% | −10,216−38.3% | Reduced |
| UniSuper Management Pty Ltd | 16,494 | $2.68M | 0.02% | +749+4.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,558 | $2.69M | 0.01% | −1,118−6.3% | Reduced |
| OP Asset Management Ltd | 16,708 | $2.72M | 0.04% | −232−1.4% | Reduced |
| Kestra Advisory Services, LLC | 16,967 | $2.76M | 0.01% | −1,496−8.1% | Reduced |
| GHP Investment Advisors, Inc. | 17,053 | $2.77M | 0.12% | −4,378−20.4% | Reduced |
| Oppenheimer Asset Management Inc. | 17,060 | $2.78M | 0.03% | +9,700+131.8% | Added |
| State of Alaska, Department of Revenue | 17,176 | $2.79M | 0.03% | −1,035−5.7% | Reduced |
| Koa Wealth Management, LLC | 17,246 | $2.81M | 2.23% | −629−3.5% | Reduced |
| Empowered Funds, LLC | 17,277 | $2.81M | 0.03% | +7,674+79.9% | Added |
| Bank of Nova Scotia | 17,347 | $2.82M | 0.01% | +599+3.6% | Added |
| Oppenheimer & Co Inc | 17,361 | $2.82M | 0.04% | −3,592−17.1% | Reduced |
| Mutual of America Capital Management LLC | 17,562 | $2.86M | 0.03% | −521−2.9% | Reduced |
| Generali Asset Management SPA SGR | 17,569 | $2.86M | 0.07% | +13,097+292.9% | Added |
| Swiss Life Asset Management Ltd | 17,863 | $2.91M | 0.02% | −445−2.4% | Reduced |
| Aureus Asset Management, LLC | 18,053 | $2.94M | 0.19% | −290−1.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18,239 | $2.97M | 0.01% | +2,069+12.8% | Added |
| Oak Asset Management, LLC | 18,281 | $2.97M | 1.07% | +70+0.4% | Added |
| Hillman Capital Management, Inc. | 18,310 | $2.98M | 1.63% | −3,658−16.7% | Reduced |
| Commerce Bank | 18,485 | $3.01M | 0.02% | −3,996−17.8% | Reduced |
| Aurora Investment Counsel | 18,544 | $3.02M | 1.59% | +266+1.5% | Added |
| Level Four Advisory Services, LLC | 18,653 | $3.03M | 0.11% | +2,504+15.5% | Added |
| Virtu Financial LLC | 18,689 | $3.04M | 0.16% | +15,556+496.5% | Added |
| Colony Group, LLC | 18,829 | $3.06M | 0.01% | −686−3.5% | Reduced |
| Aviance Capital Partners, LLC | 18,847 | $3.07M | 0.40% | +199+1.1% | Added |
| Man Group plc | 18,915 | $3.08M | 0.01% | +4,088+27.6% | Added |
| CIBC World Markets Corp | 19,660 | $3.20M | 0.02% | −34,733−63.9% | Reduced |
| CIBC World Markets Inc. | 19,727 | $3.21M | 0.01% | −246−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,832 | $3.23M | 0.03% | −3,102−13.5% | Reduced |
| Patton Albertson Miller Group, LLC | 19,850 | $3.23M | 0.43% | +1,802+10.0% | Added |
| Lido Advisors, LLC | 19,944 | $3.24M | 0.02% | −26,707−57.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,080 | $3.27M | 0.03% | +216+1.1% | Added |
| South State Corp. | 20,157 | $3.28M | 0.14% | −1,859−8.4% | Reduced |
| Snowden Capital Advisors LLC | 20,230 | $3.29M | 0.10% | −828−3.9% | Reduced |
| Nissay Asset Management Corp | 20,294 | $3.30M | 0.02% | +204+1.0% | Added |
| Xponance, Inc. | 20,332 | $3.31M | 0.03% | −635−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 20,332 | $3.31M | 0.05% | +1,347+7.1% | Added |
| Gabelli Funds LLC | 20,500 | $3.33M | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 20,707 | $3.37M | 0.42% | +1,871+9.9% | Added |
| New York Life Investment Management LLC | 20,839 | $3.39M | 0.03% | +36+0.2% | Added |
| Peddock Capital Advisors, LLC | 21,083 | $3.43M | 0.79% | +2,212+11.7% | Added |
| Parsons Capital Management Inc | 21,262 | $3.46M | 0.21% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,279 | $3.46M | 0.03% | +1,000+4.9% | Added |
| Fisher Funds Management LTD | 21,311 | $3.47M | 0.08% | −2,367−10.0% | Reduced |
| Abn Amro Investment Solutions | 21,774 | $3.54M | 0.07% | −439−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,159 | $3.60M | 0.02% | +450+2.1% | Added |
| Two Sigma Investments, LP | 22,403 | $3.64M | 0.01% | −156,657−87.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,453 | $3.65M | 0.00% | −1,571−6.5% | Reduced |
| CIBC Asset Management Inc | 22,471 | $3.66M | 0.01% | −1,873−7.7% | Reduced |
| Liberty Capital Management, Inc. | 22,612 | $3.68M | 0.74% | +664+3.0% | Added |
| Pathstone Holdings, LLC | 22,689 | $3.69M | 0.01% | +554+2.5% | Added |
| WealthBridge Investment Counsel Inc. | 23,045 | $3.75M | 1.22% | −2,700−10.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,091 | $3.76M | 0.01% | +2,468+12.0% | Added |
| Blue Zone Wealth Advisors, LLC | 23,393 | $3.81M | 0.95% | +1,314+6.0% | Added |
| Edmond de Rothschild Holding S.A. | 23,468 | $3.82M | 0.06% | +2,662+12.8% | Added |
| Daiwa Securities Group Inc. | 23,732 | $3.86M | 0.01% | +1,127+5.0% | Added |
| M&T Bank Corp | 23,756 | $3.86M | 0.01% | −18,083−43.2% | Reduced |
| Ellerson Group Inc | 23,836 | $3.88M | 2.73% | +5,084+27.1% | Added |
| Mariner, LLC | 24,143 | $3.93M | 0.01% | −9,893−29.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,257 | $3.95M | 0.12% | −3,043−11.1% | Reduced |
| Eagle Rock Investment Company, LLC | 24,460 | $3.98M | 0.63% | +7,876+47.5% | Added |
| Utah Retirement Systems | 24,518 | $3.99M | 0.04% | −1,529−5.9% | Reduced |
| Jacobs & Co | 24,578 | $4.00M | 0.40% | −9,022−26.9% | Reduced |
| Teacher Retirement System of Texas | 24,703 | $4.02M | 0.02% | −6,628−21.2% | Reduced |
| HRT Financial LP | 24,718 | $4.02M | 0.02% | +24,718 | New |
| TD Waterhouse Canada Inc. | 24,317 | $4.04M | 0.03% | −1,620−6.2% | Reduced |
| Capital International Sarl | 24,939 | $4.06M | 0.08% | −3,342−11.8% | Reduced |
| Altrius Capital Management Inc | 25,185 | $4.10M | 0.96% | +789+3.2% | Added |
| WSFS Capital Management, LLC | 25,525 | $4.15M | 0.23% | −296−1.1% | Reduced |
| British Columbia Investment Management Corp | 25,593 | $4.16M | 0.02% | −5,507−17.7% | Reduced |
| Walleye Capital LLC | 25,768 | $4.19M | 0.04% | +25,414+7,179.1% | Added |
| Manning & Napier Advisors LLC | 26,255 | $4.27M | 0.05% | +26,255 | New |
| MML Investors Services, LLC | 26,454 | $4.30M | 0.01% | +1,977+8.1% | Added |
| Grimes & Company, Inc. | 26,539 | $4.32M | 0.12% | −4,738−15.1% | Reduced |
| Narwhal Capital Management | 26,832 | $4.37M | 0.35% | −4,212−13.6% | Reduced |
| Twinbeech Capital LP | 26,932 | $4.38M | 0.10% | +26,932 | New |
| First Trust Advisors LP | 27,189 | $4.42M | 0.00% | −228,874−89.4% | Reduced |
| Richard Bernstein Advisors LLC | 27,342 | $4.45M | 0.11% | +27,342 | New |
| Roffman Miller Associates Inc | 27,523 | $4.48M | 0.27% | −2,217−7.5% | Reduced |
| DekaBank Deutsche Girozentrale | 27,800 | $4.50M | 0.01% | +415+1.5% | Added |
| Providence Capital Advisors, LLC | 27,786 | $4.52M | 0.83% | +953+3.6% | Added |
| NS Partners Ltd | 28,164 | $4.58M | 0.19% | −669−2.3% | Reduced |
| Amalgamated Bank | 28,478 | $4.63M | 0.04% | −1,757−5.8% | Reduced |
| TCG Advisory Services, LLC | 28,638 | $4.66M | 0.16% | +439+1.6% | Added |
| Savoir Faire Capital Management, L.P. | 28,725 | $4.67M | 2.26% | +4,791+20.0% | Added |
| HGK Asset Management Inc | 28,774 | $4.68M | 0.80% | +663+2.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,033 | $4.72M | 0.02% | +787+2.8% | Added |