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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 78 | $12.7K | 0.00% | +24+44.4% | Added |
| Richardson Financial Services Inc. | 75 | $12.5K | 0.01% | +40+114.3% | Added |
| Hara Capital LLC | 75 | $12.2K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 73 | $11.9K | 0.00% | +11+17.7% | Added |
| Fortitude Family Office, LLC | 73 | $11.9K | 0.00% | +11+17.7% | Added |
| JFS Wealth Advisors, LLC | 71 | $11.6K | 0.00% | −17−19.3% | Reduced |
| FSA Wealth Management LLC | 71 | $11.5K | 0.00% | +1+1.4% | Added |
| Graney & King, LLC | 70 | $11.4K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 70 | $11.4K | 0.00% | +70 | New |
| St Germain D J Co Inc | 69 | $11.2K | 0.00% | +50+263.2% | Added |
| Coston, McIsaac & Partners | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $10.6K | 0.00% | +5+8.3% | Added |
| Cromwell Holdings LLC | 64 | $10.4K | 0.01% | −303−82.6% | Reduced |
| DT Investment Partners, LLC | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 61 | $9.92K | 0.01% | +61 | New |
| Rothschild Investment LLC | 60 | $9.76K | 0.00% | −311−83.8% | Reduced |
| Evermay Wealth Management LLC | 60 | $9.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 60 | $9.76K | 0.01% | +51+566.7% | Added |
| Private Wealth Asset Management, LLC | 59 | $9.60K | 0.00% | −73−55.3% | Reduced |
| Quarry LP | 59 | $9.60K | 0.00% | +59 | New |
| Wolff Wiese Magana LLC | 59 | $9.59K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $8.95K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 55 | $8.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 53 | $8.62K | 0.00% | +5+10.4% | Added |
| Winch Advisory Services, LLC | 52 | $8.51K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 52 | $8.46K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $8.22K | 0.00% | −17−26.2% | Reduced |
| 1 North Wealth Services LLC | 50 | $8.13K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $8.13K | 0.00% | +22+78.6% | Added |
| Decker Retirement Planning Inc. | 50 | $8.13K | 0.00% | +50 | New |
| Accredited Wealth Management, LLC | 47 | $7.65K | 0.01% | +25+113.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 45 | $7.46K | 0.00% | −483−91.5% | Reduced |
| Center for Financial Planning, Inc. | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 45 | $7.32K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 43 | $7.00K | 0.00% | +43 | New |
| Legend Financial Advisors, Inc. | 43 | $7.00K | 0.00% | +43 | New |
| Sachetta, LLC | 42 | $6.83K | 0.00% | −16−27.6% | Reduced |
| Aspect Partners, LLC | 41 | $6.67K | 0.00% | +41 | New |
| WD Rutherford LLC | 40 | $6.51K | 0.00% | −2,377−98.3% | Reduced |
| Nemes Rush Group LLC | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 40 | $6.51K | 0.00% | +40 | New |
| Anfield Capital Management, LLC | 39 | $6.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $6.20K | 0.00% | −74−66.1% | Reduced |
| Mascoma Wealth Management LLC | 38 | $6.18K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 37 | $6.02K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 33 | $5.37K | 0.00% | +33 | New |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $5.21K | 0.00% | +32 | New |
| Transamerica Financial Advisors, Inc. | 32 | $5.18K | 0.00% | +32 | New |
| Avion Wealth | 32 | $5.00K | 0.00% | +11+52.4% | Added |
| Cape Investment Advisory, Inc. | 31 | $4.97K | 0.00% | +2+6.9% | Added |
| Meeder Asset Management Inc | 29 | $4.72K | 0.00% | +6+26.1% | Added |
| ZRC Wealth Management, LLC | 26 | $4.23K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 26 | $4.23K | 0.00% | +26 | New |
| Robinswood Financial LLC | 25 | $4.09K | 0.00% | +25 | New |
| IAG Wealth Partners, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 29 | $4.00K | 0.00% | −9−23.7% | Reduced |
| Bogart Wealth, LLC | 24 | $3.90K | 0.00% | −25−51.0% | Reduced |
| Rocky Mountain Advisers, LLC | 24 | $3.90K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 23 | $3.74K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $3.42K | 0.00% | −34−61.8% | Reduced |
| Raffa Wealth Management, LLC | 21 | $3.42K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $3.42K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 17 | $2.77K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 17 | $2.77K | 0.00% | +17 | New |
| CarsonAllaria Wealth Management, Ltd. | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $2.66K | 0.00% | −531−97.1% | Reduced |
| Painted Porch Advisors LLC | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $2.50K | 0.00% | +18 | New |
| ORG Partners LLC | 15 | $2.49K | 0.00% | +12+400.0% | Added |
| Breakwater Investment Management | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $2.44K | 0.00% | +15 | New |
| Transce3nd, LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 14 | $2.28K | 0.00% | −196−93.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 14 | $2.28K | 0.00% | +14 | New |
| Rossby Financial, LCC | 14 | $2.28K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.12K | 0.00% | +4+44.4% | Added |
| Clark Wealth Partners | 13 | $2.04K | 0.00% | −7−35.0% | Reduced |
| Family Legacy Financial Solutions, LLC | 12 | $2.01K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.67K | 0.00% | −87−89.7% | Reduced |
| TFC Financial Management | 10 | $1.63K | 0.00% | −54−84.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 10 | $1.63K | 0.00% | −1−9.1% | Reduced |
| True Wealth Design, LLC | 10 | $1.63K | 0.00% | −4−28.6% | Reduced |
| Trifecta Capital Advisors, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.14K | 0.00% | −20−74.1% | Reduced |
| Hughes Financial Services, LLC | 6 | $1.01K | 0.00% | −9−60.0% | Reduced |