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 Asset Management, LLC | 18,281 | $2.97M | 1.07% | +70+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18,239 | $2.97M | 0.01% | +2,069+12.8% | Added |
| Aureus Asset Management, LLC | 18,053 | $2.94M | 0.19% | −290−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 17,863 | $2.91M | 0.02% | −445−2.4% | Reduced |
| Generali Asset Management SPA SGR | 17,569 | $2.86M | 0.07% | +13,097+292.9% | Added |
| Mutual of America Capital Management LLC | 17,562 | $2.86M | 0.03% | −521−2.9% | Reduced |
| Oppenheimer & Co Inc | 17,361 | $2.82M | 0.04% | −3,592−17.1% | Reduced |
| Bank of Nova Scotia | 17,347 | $2.82M | 0.01% | +599+3.6% | Added |
| Empowered Funds, LLC | 17,277 | $2.81M | 0.03% | +7,674+79.9% | Added |
| Koa Wealth Management, LLC | 17,246 | $2.81M | 2.23% | −629−3.5% | Reduced |
| State of Alaska, Department of Revenue | 17,176 | $2.79M | 0.03% | −1,035−5.7% | Reduced |
| Oppenheimer Asset Management Inc. | 17,060 | $2.78M | 0.03% | +9,700+131.8% | Added |
| GHP Investment Advisors, Inc. | 17,053 | $2.77M | 0.12% | −4,378−20.4% | Reduced |
| Kestra Advisory Services, LLC | 16,967 | $2.76M | 0.01% | −1,496−8.1% | Reduced |
| OP Asset Management Ltd | 16,708 | $2.72M | 0.04% | −232−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,558 | $2.69M | 0.01% | −1,118−6.3% | Reduced |
| UniSuper Management Pty Ltd | 16,494 | $2.68M | 0.02% | +749+4.8% | Added |
| SG Americas Securities, LLC | 16,476 | $2.68M | 0.01% | −10,216−38.3% | Reduced |
| Yousif Capital Management, LLC | 16,468 | $2.68M | 0.03% | −344−2.0% | Reduced |
| First Manhattan Co | 16,443 | $2.67M | 0.01% | −2,418−12.8% | Reduced |
| Brevan Howard Capital Management LP | 16,400 | $2.67M | 0.03% | +16,400 | New |
| Vickerman Investment Advisors, Inc. | 16,392 | $2.67M | 0.57% | +13,985+581.0% | Added |
| Advisory Services Network, LLC | 15,936 | $2.66M | 0.04% | +3,151+24.6% | Added |
| Public Employees Retirement Association of Colorado | 16,226 | $2.64M | 0.01% | −5,982−26.9% | Reduced |
| Addison Capital Co | 16,186 | $2.63M | 0.92% | −161−1.0% | Reduced |
| Lee Danner & Bass Inc | 15,985 | $2.60M | 0.20% | −540−3.3% | Reduced |
| Shelton Capital Management | 15,963 | $2.60M | 0.06% | −38−0.2% | Reduced |
| Occidental Asset Management, LLC | 15,958 | $2.60M | 0.36% | +516+3.3% | Added |
| Blair William & Co | 15,646 | $2.55M | 0.01% | −993−6.0% | Reduced |
| Groupama Asset Managment | 15,452 | $2.49M | 0.04% | −3,429−18.2% | Reduced |
| Atria Investments LLC | 15,168 | $2.47M | 0.03% | −4,335−22.2% | Reduced |
| Intact Investment Management Inc. | 15,100 | $2.46M | 0.08% | −7,000−31.7% | Reduced |
| JustInvest LLC | 14,680 | $2.39M | 0.03% | +2,286+18.4% | Added |
| AMG National Trust Bank | 14,434 | $2.35M | 0.06% | +14,434 | New |
| Morton Community Bank | 14,377 | $2.34M | 0.58% | +870+6.4% | Added |
| Linscomb & Williams, Inc. | 14,362 | $2.34M | 0.11% | +1,068+8.0% | Added |
| Arlington Partners LLC | 14,340 | $2.33M | 0.86% | +14,340 | New |
| Miracle Mile Advisors, LLC | 14,278 | $2.32M | 0.04% | +4,516+46.3% | Added |
| Elo Mutual Pension Insurance Co | 14,146 | $2.30M | 0.05% | +14,146 | New |
| Howe & Rusling Inc | 14,061 | $2.29M | 0.17% | −2,058−12.8% | Reduced |
| Lakewood Capital Management, LP | 14,000 | $2.28M | 0.17% | +14,000 | New |
| Cim Investment Mangement Inc | 11,745 | $2.25M | 0.43% | +5,860+99.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,787 | $2.24M | 0.01% | −1,117−7.5% | Reduced |
| Neuberger Berman Group LLC | 13,774 | $2.24M | 0.00% | −97,054−87.6% | Reduced |
| Jones Financial Companies LLLP | 13,773 | $2.22M | 0.00% | +1,694+14.0% | Added |
| RNC Capital Management LLC | 13,561 | $2.21M | 0.11% | +77+0.6% | Added |
| Delta Global Management LP | 13,556 | $2.21M | 0.15% | +13,556 | New |
| HB Wealth Management, LLC | 13,333 | $2.17M | 0.02% | +655+5.2% | Added |
| Burney Co | 13,261 | $2.16M | 0.07% | −1,161−8.1% | Reduced |
| Oregon Public Employees Retirement Fund | 13,194 | $2.15M | 0.04% | −200−1.5% | Reduced |
| Ancora Advisors, LLC | 13,055 | $2.12M | 0.04% | +1,985+17.9% | Added |
| Rafferty Asset Management, LLC | 12,964 | $2.11M | 0.01% | +2,247+21.0% | Added |
| Stableford Capital II LLC | 11,994 | $2.11M | 0.79% | +5,560+86.4% | Added |
| 1832 Asset Management L.P. | 12,644 | $2.06M | 0.00% | +12,644 | New |
| Northcape Wealth Management, LLC | 12,641 | $2.06M | 0.63% | −79−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 12,388 | $2.02M | 0.05% | −1,330−9.7% | Reduced |
| Occudo Quantitative Strategies LP | 12,348 | $2.01M | 0.23% | +12,348 | New |
| Fulton Bank, N.A. | 12,297 | $2.00M | 0.07% | −492−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,225 | $1.99M | 0.02% | +170+1.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,219 | $1.99M | 1.24% | +2,171+21.6% | Added |
| Macquarie Group Ltd | 12,202 | $1.98M | 0.00% | −25,414−67.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,166 | $1.98M | 0.02% | −1,534−11.2% | Reduced |
| Ar Asset Management Inc | 11,900 | $1.94M | 0.43% | +1,375+13.1% | Added |
| BKD Wealth Advisors, LLC | 11,682 | $1.90M | 0.04% | +18+0.2% | Added |
| Marex Group plc | 11,614 | $1.89M | 0.04% | +11,614 | New |
| Private Advisor Group, LLC | 11,442 | $1.86M | 0.01% | −1,380−10.8% | Reduced |
| Citizens Financial Group Inc | 11,313 | $1.84M | 0.03% | −1,524−11.9% | Reduced |
| Toth Financial Advisory Corp | 11,282 | $1.84M | 0.21% | −3,913−25.8% | Reduced |
| Vista Investment Management | 11,276 | $1.83M | 0.68% | −191−1.7% | Reduced |
| Patten & Patten Inc | 11,258 | $1.83M | 0.12% | −7,551−40.1% | Reduced |
| Stephens Inc | 11,128 | $1.81M | 0.02% | −1,413−11.3% | Reduced |
| Centiva Capital, LP | 11,066 | $1.80M | 0.12% | +3,951+55.5% | Added |
| Congress Wealth Management LLC | 11,054 | $1.80M | 0.02% | +108+1.0% | Added |
| Balyasny Asset Management LLC | 11,028 | $1.79M | 0.00% | −2,212−16.7% | Reduced |
| Private Trust Co NA | 10,926 | $1.78M | 0.17% | −780−6.7% | Reduced |
| Poehling Capital Management, LLC | 10,889 | $1.77M | 0.41% | +10,889 | New |
| Axq Capital, LP | 10,745 | $1.75M | 0.56% | +10,745 | New |
| Inceptionr LLC | 10,718 | $1.74M | 0.40% | +5,958+125.2% | Added |
| Plimoth Trust Co LLC | 10,701 | $1.74M | 0.42% | +1,405+15.1% | Added |
| Mizuho Securities USA LLC | 10,581 | $1.72M | 0.04% | +10,581 | New |
| Landscape Capital Management, L.L.C. | 10,551 | $1.72M | 0.13% | −7,727−42.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 10,500 | $1.71M | 0.01% | +5,500+110.0% | Added |
| Shelter Mutual Insurance Co | 10,300 | $1.68M | 0.39% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 10,266 | $1.67M | 0.30% | −761−6.9% | Reduced |
| Principal Securities, Inc. | 10,241 | $1.67M | 0.03% | +2,012+24.5% | Added |
| Central Trust Co | 10,164 | $1.65M | 0.04% | −2,594−20.3% | Reduced |
| Kentucky Retirement Systems | 10,085 | $1.64M | 0.05% | −660−6.1% | Reduced |
| Candriam Luxembourg S.C.A. | 10,031 | $1.63M | 0.01% | +137+1.4% | Added |
| Capstone Investment Advisors, LLC | 9,949 | $1.62M | 0.01% | +1,104+12.5% | Added |
| HBK Sorce Advisory LLC | 9,881 | $1.61M | 0.04% | −531−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,658 | $1.57M | 0.01% | +1,434+17.4% | Added |
| Fifth Third Bancorp | 9,576 | $1.56M | 0.01% | −20,696−68.4% | Reduced |
| West Oak Capital, LLC | 9,543 | $1.55M | 0.61% | +1,585+19.9% | Added |
| Bryn Mawr Trust Co | 9,542 | $1.55M | 0.03% | −307−3.1% | Reduced |
| Oddo BHF Asset Management SAS | 9,472 | $1.54M | 0.06% | −668−6.6% | Reduced |
| Integrated Wealth Concepts LLC | 9,448 | $1.54M | 0.02% | −2,294−19.5% | Reduced |
| Captrust Financial Advisors | 9,395 | $1.53M | 0.00% | −1,665−15.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,379 | $1.53M | 0.01% | −25,549−73.1% | Reduced |
| Birch Hill Investment Advisors LLC | 9,353 | $1.52M | 0.07% | −4,852−34.2% | Reduced |
| Mercer Global Advisors Inc | 9,319 | $1.52M | 0.00% | −6,260−40.2% | Reduced |