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 |
|---|---|---|---|---|---|
| Navigoe, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $976 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $976 | 0.00% | +6 | New |
| Maseco LLP | 5 | $826 | 0.00% | +5 | New |
| Atwood & Palmer Inc | 5 | $814 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $814 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $814 | 0.00% | +4+400.0% | Added |
| Activest Wealth Management | 5 | $813 | 0.00% | −2−28.6% | Reduced |
| Barrett & Company, Inc. | 5 | $813 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $813 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $813 | 0.00% | +5 | New |
| Capital A Wealth Management, LLC | 3 | $725 | 0.01% | −39−92.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $658 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $651 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $651 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $651 | 0.00% | +2+100.0% | Added |
| Atticus Wealth Management, LLC | 3 | $489 | 0.00% | +3 | New |
| NVWM, LLC | 3 | $488 | 0.00% | −5−62.5% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $488 | 0.00% | −3−50.0% | Reduced |
| Core Alternative Capital | 3 | $488 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $488 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $336 | 0.00% | −32−94.1% | Reduced |
| SJS Investment Consulting Inc. | 2 | $326 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $326 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 1 | $163 | 0.00% | −14−93.3% | Reduced |
| WealthTrak Capital Management LLC | 1 | $163 | 0.00% | −7−87.5% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $163 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $163 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $163 | 0.00% | +1 | New |
| Copeland Capital Management, LLC | 0 | $22 | 0.00% | −238−100.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Vestor Capital, LLC | 6,878 | – | – | +6,428+1,428.4% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −139,053−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −126,236−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −69,629−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −55,779−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −50,815−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,360−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −41,451−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −39,758−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −34,661−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −33,284−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −29,453−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,003−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −19,928−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −18,632−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −16,698−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −16,010−100.0% | Sold out |
| Hedeker Wealth, LLC | 0 | $0 | 0.00% | −14,743−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −14,698−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −13,580−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −13,129−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −10,583−100.0% | Sold out |
| Cornerstone Capital, Inc. | 0 | $0 | 0.00% | −10,212−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −9,026−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,606−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −6,556−100.0% | Sold out |
| Infusive Asset Management Inc. | 0 | $0 | 0.00% | −6,135−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,122−100.0% | Sold out |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,839−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,913−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −4,893−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −4,585−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,505−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −4,669−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,841−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,706−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Cypress Asset Management Inc | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,521−100.0% | Sold out |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |