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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 5,891 | $958.0K | 0.03% | +5,891 | New |
| Quadrant Capital Group LLC | 5,879 | $956.4K | 0.03% | +1,747+42.3% | Added |
| Mesirow Financial Investment Management, Inc. | 5,855 | $952.9K | 0.02% | −31−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,842 | $950.4K | 0.02% | +71+1.2% | Added |
| Barden Capital Management, Inc. | 5,733 | $932.6K | 0.82% | −102−1.7% | Reduced |
| Citizens National Bank Trust Department | 5,633 | $916.4K | 0.18% | +1,205+27.2% | Added |
| Tectonic Advisors LLC | 5,632 | $916.2K | 0.05% | +1,210+27.4% | Added |
| Summit Trail Advisors, LLC | 5,589 | $909.2K | 0.02% | +5,589 | New |
| Canandaigua National Trust Co of Florida | 5,573 | $906.6K | 0.64% | −80−1.4% | Reduced |
| Keeler Thomas Management LLC | 5,562 | $904.8K | 0.39% | +5,562 | New |
| Aberdeen Wealth Management LLC | 5,515 | $897.2K | 0.60% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,498 | $894.4K | 0.00% | +5,498 | New |
| CIBC Private Wealth Group, LLC | 5,445 | $885.8K | 0.00% | −4,862−47.2% | Reduced |
| Dillon & Associates Inc | 5,394 | $879.0K | 0.12% | −12,465−69.8% | Reduced |
| Horizon Investments, LLC | 5,383 | $870.6K | 0.01% | +2,660+97.7% | Added |
| Palisade Capital Management LLC | 5,350 | $870.3K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,339 | $868.5K | 0.44% | +25+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 5,304 | $862.9K | 0.03% | +239+4.7% | Added |
| Shelter Ins Retirement Plan | 5,300 | $862.2K | 1.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,259 | $855.5K | 0.08% | 00.0% | Unchanged |
| Anb Bank | 5,217 | $848.7K | 0.38% | −17−0.3% | Reduced |
| Constant Guidance Financial LLC | 5,213 | $843.1K | 0.85% | +5,213 | New |
| Quest Partners LLC | 5,178 | $842.4K | 0.08% | +4,029+350.7% | Added |
| Siemens Fonds Invest GmbH | 5,157 | $838.9K | 0.05% | +421+8.9% | Added |
| Waterfront Wealth Inc. | 5,144 | $836.9K | 0.19% | −166−3.1% | Reduced |
| Welch & Forbes LLC | 5,041 | $820.1K | 0.01% | −28,478−85.0% | Reduced |
| Fortress Private Ledger, LLC | 5,038 | $819.6K | 0.37% | −145−2.8% | Reduced |
| Waterway Wealth Management, LLC | 5,035 | $819.1K | 0.25% | +5,035 | New |
| Benjamin Edwards Inc | 5,030 | $818.4K | 0.01% | +363+7.8% | Added |
| Ally Financial Inc. | 5,000 | $813.4K | 0.09% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,937 | $803.2K | 0.25% | −200−3.9% | Reduced |
| Kennedy Investment Group | 4,901 | $797.3K | 0.34% | −83−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,883 | $794.4K | 0.01% | −59−1.2% | Reduced |
| one8zero8, LLC | 4,867 | $791.8K | 0.19% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 4,830 | $785.7K | 0.27% | −598−11.0% | Reduced |
| Cornerstone Advisors, LLC | 4,800 | $780.9K | 0.03% | −300−5.9% | Reduced |
| SummitTX Capital, L.P. | 4,748 | $772.4K | 0.03% | +4,748 | New |
| Trust Investment Advisors | 4,713 | $766.7K | 0.47% | −338−6.7% | Reduced |
| CWM, LLC | 4,709 | $766.0K | 0.00% | −1,620−25.6% | Reduced |
| Mattson Financial Services, LLC | 4,702 | $764.9K | 0.21% | +35+0.7% | Added |
| Choate Investment Advisors | 4,696 | $763.9K | 0.02% | −399−7.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,687 | $762.5K | 0.01% | −232−4.7% | Reduced |
| First Horizon Advisors, Inc. | 4,671 | $760.1K | 0.02% | −236−4.8% | Reduced |
| Iron Financial, LLC | 4,671 | $759.9K | 0.40% | −11−0.2% | Reduced |
| Summit Financial, LLC | 4,660 | $758.2K | 0.02% | +3,424+277.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,660 | $758.1K | 0.01% | −226−4.6% | Reduced |
| Tudor Investment Corp Et Al | 4,641 | $755.0K | 0.01% | +890+23.7% | Added |
| Two Sigma Advisers, LP | 4,600 | $748.3K | 0.00% | −29,200−86.4% | Reduced |
| FLC Capital Advisors | 4,593 | $747.2K | 0.15% | +464+11.2% | Added |
| B&L Asset Management LLC | 4,592 | $747.0K | 0.43% | +1,583+52.6% | Added |
| Perigon Wealth Management, LLC | 4,585 | $745.8K | 0.02% | +173+3.9% | Added |
| CoreCap Advisors, LLC | 4,567 | $743.0K | 0.03% | +467+11.4% | Added |
| Pinnacle Associates Ltd | 4,548 | $739.8K | 0.01% | −2,221−32.8% | Reduced |
| Parvin Asset Management, LLC | 4,525 | $736.1K | 0.76% | −125−2.7% | Reduced |
| Dark Forest Capital Management LP | 4,450 | $723.9K | 0.03% | +2,319+108.8% | Added |
| Kingsview Wealth Management, LLC | 4,413 | $717.8K | 0.01% | −240−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 4,392 | $714.5K | 0.00% | −145−3.2% | Reduced |
| Wolverine Trading, LLC | 4,423 | $713.6K | 0.02% | −79,035−94.7% | Reduced |
| EverSource Wealth Advisors, LLC | 4,332 | $704.7K | 0.03% | +292+7.2% | Added |
| Wealthfront Advisers LLC | 4,309 | $701.0K | 0.00% | −2,334−35.1% | Reduced |
| Glenmede Investment Management, LP | 4,301 | $699.7K | 0.00% | +4,301 | New |
| Avantax Planning Partners, Inc. | 4,283 | $696.8K | 0.02% | −47−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,280 | $696.3K | 0.05% | −297−6.5% | Reduced |
| Cooper Financial Group | 4,271 | $694.9K | 0.08% | +703+19.7% | Added |
| AXA S.A. | 4,259 | $692.9K | 0.00% | −5,372−55.8% | Reduced |
| WBI Investments | 4,257 | $692.5K | 0.18% | +4,257 | New |
| Pitcairn Co | 4,246 | $690.7K | 0.05% | −37−0.9% | Reduced |
| Teza Capital Management LLC | 4,239 | $689.6K | 0.51% | +4,239 | New |
| Prospera Financial Services Inc | 4,202 | $683.8K | 0.01% | +247+6.2% | Added |
| American National Bank | 4,200 | $683.3K | 0.07% | 00.0% | Unchanged |
| Cherokee Insurance Co | 4,200 | $683.3K | 0.30% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,161 | $676.9K | 0.04% | −13,893−77.0% | Reduced |
| KCM Investment Advisors LLC | 4,152 | $675.4K | 0.02% | +275+7.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,140 | $673.5K | 0.36% | −1,560−27.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,041 | $657.5K | 0.03% | −158−3.8% | Reduced |
| HM Payson & Co | 4,025 | $654.8K | 0.01% | −550−12.0% | Reduced |
| Venture Visionary Partners LLC | 4,009 | $652.3K | 0.02% | +9+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 3,984 | $648.1K | 0.00% | −10,793−73.0% | Reduced |
| Garner Asset Management Corp | 3,967 | $645.3K | 0.30% | −430−9.8% | Reduced |
| Investment Management Corp of Ontario | 3,955 | $643.4K | 0.01% | −600−13.2% | Reduced |
| ELCO Management Co., LLC | 3,946 | $641.9K | 0.34% | +115+3.0% | Added |
| Flagship Harbor Advisors, LLC | 3,918 | $637.5K | 0.03% | −363−8.5% | Reduced |
| Essex Financial Services, Inc. | 3,903 | $635.0K | 0.04% | +289+8.0% | Added |
| Novem Group | 3,902 | $634.8K | 0.08% | +5+0.1% | Added |
| First National Trust Co | 3,867 | $629.1K | 0.02% | −627−14.0% | Reduced |
| Delta Financial Advisors LLC | 3,833 | $623.6K | 0.22% | −91−2.3% | Reduced |
| New Age Alpha Advisors, LLC | 3,833 | $623.6K | 0.03% | +3,724+3,416.5% | Added |
| Merit Financial Group, LLC | 3,832 | $623.4K | 0.01% | +722+23.2% | Added |
| Byrne Asset Management LLC | 3,810 | $619.8K | 0.42% | – | – |
| Pictet & Cie (Europe) SA | 3,764 | $612.3K | 0.01% | +900+31.4% | Added |
| Whelan Financial | 3,754 | $610.7K | 0.22% | +1,167+45.1% | Added |
| Lowe Brockenbrough & Co Inc | 3,754 | $610.7K | 0.03% | −255−6.4% | Reduced |
| Dover Advisors, LLC | 3,734 | $607.4K | 0.27% | −16−0.4% | Reduced |
| Piscataqua Savings Bank | 3,732 | $607.1K | 0.51% | +12+0.3% | Added |
| Trivant Custom Portfolio Group, LLC | 3,723 | $605.7K | 0.33% | −197−5.0% | Reduced |
| Copperwynd Financial, LLC | 3,715 | $604.3K | 0.15% | −216−5.5% | Reduced |
| Stevens Capital Management LP | 3,705 | $603.0K | 0.16% | +3,705 | New |
| Crossmark Global Holdings, Inc. | 3,685 | $599.5K | 0.01% | +144+4.1% | Added |
| Tompkins Financial Corp | 3,680 | $598.7K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 3,679 | $598.6K | 0.00% | −2,003−35.3% | Reduced |