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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 9,300 | $1.51M | 0.24% | +9,300 | New |
| Lighthouse Investment Partners, LLC | 9,267 | $1.51M | 0.07% | +9,267 | New |
| Fayez Sarofim & Co | 9,250 | $1.50M | 0.00% | −3,100−25.1% | Reduced |
| Hartford Investment Management Co | 9,199 | $1.50M | 0.05% | −279−2.9% | Reduced |
| Tower Bridge Advisors | 9,163 | $1.49M | 0.16% | −74−0.8% | Reduced |
| Parallel Advisors, LLC | 9,123 | $1.48M | 0.03% | −2,361−20.6% | Reduced |
| NEOS Investment Management LLC | 9,116 | $1.48M | 0.02% | +1,789+24.4% | Added |
| Brown Advisory Inc | 9,055 | $1.47M | 0.00% | +3,295+57.2% | Added |
| TBH Global Asset Management, LLC | 8,949 | $1.46M | 0.31% | −767−7.9% | Reduced |
| Winton Group Ltd | 8,941 | $1.45M | 0.07% | +6,545+273.2% | Added |
| Avantax Advisory Services, Inc. | 8,923 | $1.45M | 0.01% | +617+7.4% | Added |
| Sterling Capital Management LLC | 8,866 | $1.44M | 0.02% | +8,258+1,358.2% | Added |
| Evercore Wealth Management, LLC | 8,837 | $1.44M | 0.02% | −233,103−96.3% | Reduced |
| Nordwand Advisors, LLC | 8,765 | $1.43M | 0.23% | +8,765 | New |
| GWM Advisors LLC | 8,730 | $1.42M | 0.01% | −974−10.0% | Reduced |
| Ossiam | 8,694 | $1.41M | 0.02% | −250−2.8% | Reduced |
| Jacobi Capital Management LLC | 8,685 | $1.41M | 0.09% | +1,937+28.7% | Added |
| PEAK6 LLC | 8,660 | $1.41M | 0.05% | −27,945−76.3% | Reduced |
| City Holding Co | 8,608 | $1.40M | 0.18% | −2,391−21.7% | Reduced |
| Allworth Financial LP | 8,558 | $1.39M | 0.01% | +1,253+17.2% | Added |
| Baldwin Investment Management, LLC | 8,482 | $1.38M | 0.17% | +680+8.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,411 | $1.37M | 0.01% | +847+11.2% | Added |
| FineMark National Bank & Trust | 8,345 | $1.36M | 0.05% | −905−9.8% | Reduced |
| Stratos Wealth Partners, LTD. | 8,335 | $1.36M | 0.02% | −159−1.9% | Reduced |
| Epoch Investment Partners, Inc. | 8,300 | $1.35M | 0.01% | −67,358−89.0% | Reduced |
| Ostrum Asset Management | 8,296 | $1.35M | 0.06% | −6−0.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,290 | $1.35M | 0.37% | +240+3.0% | Added |
| Benedict Financial Advisors Inc | 8,238 | $1.34M | 0.30% | +605+7.9% | Added |
| Bridgewater Associates, LP | 8,233 | $1.34M | 0.01% | −3,213−28.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,231 | $1.34M | 0.18% | +8,231 | New |
| Oak Harvest Investment Services | 8,227 | $1.34M | 0.17% | −477−5.5% | Reduced |
| Two Sigma Securities, LLC | 8,220 | $1.34M | 0.16% | +6,767+465.7% | Added |
| Norinchukin Bank, The | 8,158 | $1.33M | 0.02% | +183+2.3% | Added |
| Great Valley Advisor Group, Inc. | 8,143 | $1.32M | 0.03% | +1,323+19.4% | Added |
| Allianz Asset Management GmbH | 8,137 | $1.32M | 0.00% | −132,583−94.2% | Reduced |
| Louisiana State Employees Retirement System | 8,100 | $1.32M | 0.02% | −300−3.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 8,066 | $1.31M | 0.29% | +597+8.0% | Added |
| Pine Valley Investments Ltd Liability Co | 8,015 | $1.30M | 0.08% | −1,877−19.0% | Reduced |
| Dohj, LLC | 6,924 | $1.30M | 0.38% | −92−1.3% | Reduced |
| Trust Co of Vermont | 7,952 | $1.29M | 0.06% | −111−1.4% | Reduced |
| Securian Asset Management, Inc | 7,868 | $1.28M | 0.04% | −308−3.8% | Reduced |
| Archon Partners LLC | 7,825 | $1.27M | 0.15% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,768 | $1.26M | 0.20% | −3,856−33.2% | Reduced |
| Beacon Pointe Advisors, LLC | 7,749 | $1.26M | 0.01% | −1,459−15.8% | Reduced |
| Argent Trust Co | 7,673 | $1.25M | 0.05% | +721+10.4% | Added |
| Bangor Savings Bank | 7,655 | $1.25M | 0.11% | −365−4.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,636 | $1.24M | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,549 | $1.23M | 0.02% | +7,549 | New |
| Radnor Capital Management, LLC | 7,493 | $1.22M | 0.19% | −65−0.9% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.22M | 0.54% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7,494 | $1.21M | 0.09% | +4+0.1% | Added |
| Stablepoint Partners, LLC | 7,438 | $1.21M | 0.21% | +97+1.3% | Added |
| New Mexico Educational Retirement Board | 7,321 | $1.19M | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,242 | $1.18M | 0.04% | +764+11.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,211 | $1.17M | 0.01% | −3,459−32.4% | Reduced |
| Round Rock Advisors, LLC | 7,179 | $1.17M | 0.20% | −198−2.7% | Reduced |
| V. M. Manning & Co., Inc. | 7,201 | $1.16M | 1.28% | +7,201 | New |
| Invst, LLC | 7,063 | $1.15M | 0.14% | −378−5.1% | Reduced |
| Banque Pictet & Cie SA | 7,060 | $1.15M | 0.01% | −540−7.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 7,045 | $1.15M | 0.06% | +371+5.6% | Added |
| Linden Thomas Advisory Services, LLC | 7,019 | $1.14M | 0.13% | −99−1.4% | Reduced |
| Mediolanum International Funds Ltd | 7,065 | $1.14M | 0.01% | +3,863+120.6% | Added |
| Dynamic Advisor Solutions LLC | 6,934 | $1.13M | 0.03% | −356−4.9% | Reduced |
| Chiron Capital Management, LLC | 6,901 | $1.12M | 0.98% | −700−9.2% | Reduced |
| Triangle Securities Wealth Management | 6,849 | $1.11M | 0.27% | −261−3.7% | Reduced |
| Premier Path Wealth Partners, LLC | 6,831 | $1.11M | 0.15% | −559−7.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,823 | $1.11M | 0.03% | +3,267+91.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 6,798 | $1.11M | 1.15% | −88−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 6,726 | $1.09M | 0.02% | −826−10.9% | Reduced |
| Brinker Capital Investments, LLC | 6,672 | $1.09M | 0.01% | +638+10.6% | Added |
| Davis R M Inc | 6,652 | $1.08M | 0.02% | −12,778−65.8% | Reduced |
| Vontobel Holding Ltd. | 6,648 | $1.08M | 0.00% | +1,650+33.0% | Added |
| Pinnacle Financial Partners Inc | 6,611 | $1.08M | 0.02% | −529−7.4% | Reduced |
| Mutual Advisors, LLC | 6,126 | $1.08M | 0.03% | −683−10.0% | Reduced |
| Cross Staff Investments Inc | 6,609 | $1.08M | 0.80% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,451 | $1.07M | 0.00% | −10,755−62.5% | Reduced |
| Moody National Bank Trust Division | 6,574 | $1.07M | 0.10% | −417−6.0% | Reduced |
| Platform Technology Partners | 6,529 | $1.06M | 0.28% | −98−1.5% | Reduced |
| Moors & Cabot, Inc. | 6,512 | $1.06M | 0.05% | −4,166−39.0% | Reduced |
| Apollon Wealth Management, LLC | 6,471 | $1.05M | 0.02% | +4,511+230.2% | Added |
| MAI Capital Management | 6,417 | $1.04M | 0.01% | −309−4.6% | Reduced |
| SWS Partners | 6,400 | $1.04M | 0.28% | +19+0.3% | Added |
| McDonald Partners LLC | 6,344 | $1.04M | 0.25% | −521−7.6% | Reduced |
| Maryland State Retirement & Pension System | 6,351 | $1.03M | 0.02% | −1,098−14.7% | Reduced |
| HCR Wealth Advisors | 6,316 | $1.03M | 0.12% | −357−5.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,293 | $1.02M | 0.01% | +646+11.4% | Added |
| Legacy Private Trust Co. | 6,239 | $1.01M | 0.07% | −4,301−40.8% | Reduced |
| Metis Global Partners, LLC | 6,178 | $1.01M | 0.03% | −2,778−31.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,106 | $993.3K | 0.00% | −9,147−60.0% | Reduced |
| Cobblestone Capital Advisors LLC | 6,099 | $992.3K | 0.05% | +30.0% | Added |
| Penobscot Investment Management Company, Inc. | 6,091 | $990.9K | 0.08% | −77−1.2% | Reduced |
| Resources Management Corp | 6,062 | $986.0K | 0.13% | −2,974−32.9% | Reduced |
| Marco Investment Management LLC | 6,046 | $983.6K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,040 | $982.5K | 0.05% | −356−5.6% | Reduced |
| Thrivent Financial for Lutherans | 6,018 | $979.0K | 0.00% | −1,532−20.3% | Reduced |
| Miller Investment Management, LP | 6,000 | $976.1K | 0.10% | 00.0% | Unchanged |
| Savoie Capital LLC | 6,000 | $976.1K | 0.12% | +6,000 | New |
| RSM US Wealth Management LLC | 5,920 | $963.1K | 0.01% | +887+17.6% | Added |
| Omers Administration Corp | 5,893 | $958.7K | 0.01% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,892 | $958.5K | 0.55% | +346+6.2% | Added |