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 |
|---|---|---|---|---|---|
| CNB Bank | 474 | $77.1K | 0.04% | −273−36.5% | Reduced |
| Sound Income Strategies, LLC | 465 | $75.6K | 0.00% | +463+23,150.0% | Added |
| MUFG Securities EMEA plc | 458 | $74.5K | 0.00% | +458 | New |
| Westpac Banking Corp | 450 | $73.2K | 0.00% | −484−51.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 445 | $72.4K | 0.05% | +406+1,041.0% | Added |
| Sunbelt Securities, Inc. | 310 | $68.5K | 0.01% | −60−16.2% | Reduced |
| Onefund, LLC | 420 | $68.0K | 0.05% | +420 | New |
| Concord Wealth Partners | 410 | $66.7K | 0.01% | +210+105.0% | Added |
| Optimum Investment Advisors | 400 | $65.1K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $65.1K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $65.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 399 | $64.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 397 | $64.6K | 0.00% | −125−23.9% | Reduced |
| CX Institutional | 394 | $64.0K | 0.00% | −923−70.1% | Reduced |
| S-Bank Fund Management Ltd | 388 | $63.1K | 0.01% | −44−10.2% | Reduced |
| SRS Capital Advisors, Inc. | 382 | $62.1K | 0.00% | +277+263.8% | Added |
| Golden State Wealth Management, LLC | 381 | $62.1K | 0.01% | −583−60.5% | Reduced |
| Flagship Wealth Advisors, LLC | 380 | $61.8K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 376 | $61.2K | 0.01% | −219−36.8% | Reduced |
| Princeton Global Asset Management LLC | 375 | $61.0K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 368 | $59.9K | 0.18% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $54.0K | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 335 | $54.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 329 | $53.5K | 0.00% | +329 | New |
| Zions Bancorporation, National Association | 328 | $53.4K | 0.00% | +122+59.2% | Added |
| Whittier Trust Co of Nevada Inc | 319 | $51.9K | 0.00% | −397−55.4% | Reduced |
| Capital Advisors, Ltd. LLC | 315 | $51.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 303 | $49.3K | 0.01% | +303 | New |
| Curio Wealth, LLC | 300 | $48.8K | 0.02% | +299+29,900.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 286 | $48.6K | 0.02% | +286 | New |
| Pinnacle Bancorp, Inc. | 278 | $45.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 265 | $43.1K | 0.00% | −62−19.0% | Reduced |
| Capital Analysts, LLC | 265 | $43.0K | 0.00% | +1+0.4% | Added |
| Cetera Trust Company, N.A | 250 | $40.7K | 0.02% | −100−28.6% | Reduced |
| Advantage Trust Co | 250 | $40.7K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 250 | $40.7K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 247 | $40.2K | 0.01% | +247 | New |
| Albion Financial Group | 245 | $39.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 224 | $36.4K | 0.03% | −12−5.1% | Reduced |
| Paladin Advisory Group, LLC | 223 | $36.3K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 218 | $35.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 212 | $34.5K | 0.00% | −511−70.7% | Reduced |
| Bruce G. Allen Investments, LLC | 205 | $33.3K | 0.03% | +1+0.5% | Added |
| Shell Asset Management Co | 205 | $33.0K | 0.00% | +205 | New |
| Blume Capital Management, Inc. | 200 | $32.5K | 0.01% | −200−50.0% | Reduced |
| Catherine Avery Investment Management LLC | 200 | $32.5K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 192 | $31.2K | 0.00% | −926−82.8% | Reduced |
| BankPlus Trust Department | 190 | $30.9K | 0.01% | −6−3.1% | Reduced |
| Chilton Capital Management LLC | 180 | $29.3K | 0.00% | −50−21.7% | Reduced |
| Rialto Wealth Management, LLC | 180 | $29.3K | 0.01% | +4+2.3% | Added |
| Prestige Wealth Management Group LLC | 178 | $29.0K | 0.01% | +20+12.7% | Added |
| Ameriflex Group, Inc. | 179 | $28.9K | 0.02% | −459−71.9% | Reduced |
| Colonial Trust Advisors | 177 | $28.8K | 0.00% | +11+6.6% | Added |
| Glen Eagle Advisors, LLC | 175 | $28.5K | 0.00% | −18−9.3% | Reduced |
| Pin Oak Investment Advisors Inc | 158 | $28.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 171 | $27.8K | 0.01% | +1+0.6% | Added |
| DHJJ Financial Advisors, Ltd. | 166 | $27.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 163 | $26.5K | 0.01% | −3−1.8% | Reduced |
| Eastern Bank | 150 | $24.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $24.4K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 147 | $23.9K | 0.00% | +32+27.8% | Added |
| Tacita Capital Inc | 145 | $23.6K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 140 | $22.8K | 0.02% | −10−6.7% | Reduced |
| Centricity Wealth Management, LLC | 137 | $22.3K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 136 | $22.1K | 0.01% | +76+126.7% | Added |
| Oakworth Capital, Inc. | 133 | $21.6K | 0.00% | −42−24.0% | Reduced |
| Washington Trust Advisors, Inc. | 125 | $20.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $20.2K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $19.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 120 | $19.5K | 0.01% | +81+207.7% | Added |
| Trust Co of Toledo NA | 118 | $19.2K | 0.00% | +118 | New |
| Bayforest Capital Ltd | 118 | $19.2K | 0.01% | +118 | New |
| Hanson & Doremus Investment Management | 119 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 114 | $18.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 114 | $18.5K | 0.01% | +114 | New |
| MV Capital Management, Inc. | 113 | $18.4K | 0.00% | −102−47.4% | Reduced |
| Rakuten Securities, Inc. | 113 | $18.4K | 0.01% | −68−37.6% | Reduced |
| Covestor Ltd | 110 | $18.0K | 0.01% | +1+0.9% | Added |
| Hemington Wealth Management | 107 | $17.0K | 0.00% | +15+16.3% | Added |
| Clear Street Markets LLC | 103 | $16.8K | 0.01% | +103 | New |
| Westside Investment Management, Inc. | 101 | $16.6K | 0.00% | +101 | New |
| Caldwell Sutter Capital, Inc. | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $16.3K | 0.01% | +100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $16.0K | 0.00% | +16+19.0% | Added |
| GFG Capital, LLC | 98 | $15.9K | 0.00% | −1,215−92.5% | Reduced |
| New Millennium Group LLC | 97 | $15.8K | 0.01% | −6−5.8% | Reduced |
| MCF Advisors LLC | 94 | $15.3K | 0.00% | −5−5.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 93 | $15.2K | 0.01% | +93 | New |
| Farmers & Merchants Investments Inc | 92 | $15.0K | 0.00% | −13−12.4% | Reduced |
| MTM Investment Management, LLC | 86 | $14.0K | 0.00% | +86 | New |
| First Community Trust NA | 85 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $13.8K | 0.00% | +6+7.6% | Added |
| Bokf, NA | 82 | $13.3K | 0.00% | −122−59.8% | Reduced |