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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 3,676 | $598.0K | 0.19% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,660 | $595.3K | 0.02% | +721+24.5% | Added |
| Keybank National Association | 3,637 | $591.7K | 0.00% | −4,699−56.4% | Reduced |
| Haverford Trust Co | 3,629 | $590.4K | 0.01% | +212+6.2% | Added |
| Creekmur Asset Management LLC | 3,620 | $589.0K | 0.10% | +1,136+45.7% | Added |
| Larson Financial Group LLC | 3,615 | $588.0K | 0.02% | +207+6.1% | Added |
| Vestcor Inc | 3,605 | $586.0K | 0.02% | +635+21.4% | Added |
| Park Avenue Securities LLC | 3,574 | $581.0K | 0.01% | −344−8.8% | Reduced |
| Longfellow Investment Management Co LLC | 3,527 | $573.8K | 0.14% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,494 | $568.4K | 0.07% | +125+3.7% | Added |
| Norden Group LLC | 3,483 | $566.6K | 0.06% | +757+27.8% | Added |
| iA Global Asset Management Inc. | 3,475 | $565.0K | 0.01% | −7,221−67.5% | Reduced |
| Kovack Advisors, Inc. | 3,468 | $564.2K | 0.06% | −44−1.3% | Reduced |
| Atlas Brown,Inc. | 3,466 | $563.8K | 0.18% | −15−0.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $561.2K | 0.37% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,392 | $551.8K | 0.05% | +641+23.3% | Added |
| Carnegie Capital Asset Management, LLC | 3,388 | $551.2K | 0.01% | −162−4.6% | Reduced |
| TLWM | 3,371 | $548.4K | 0.10% | +20+0.6% | Added |
| Petrus Trust Company, LTA | 3,369 | $548.1K | 0.06% | +3,369 | New |
| Northstar Asset Management LLC | 3,368 | $547.9K | 0.13% | −2,950−46.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,367 | $547.8K | 0.24% | +132+4.1% | Added |
| Stratos Wealth Advisors, LLC | 3,361 | $546.8K | 0.03% | +114+3.5% | Added |
| Vident Advisory, LLC | 3,356 | $546.0K | 0.01% | −1,472−30.5% | Reduced |
| Milestones Private Investment Advisors LLC | 3,346 | $544.3K | 0.40% | +3,346 | New |
| Quantitative Investment Management, LLC | 3,247 | $528.0K | 0.07% | −62,006−95.0% | Reduced |
| Scientech Research LLC | 3,239 | $526.9K | 0.13% | −1,812−35.9% | Reduced |
| Johnson Investment Counsel Inc | 3,174 | $516.4K | 0.00% | +679+27.2% | Added |
| Eads & Heald Wealth Management | 3,173 | $516.0K | 0.25% | −692−17.9% | Reduced |
| LifePlan Financial, LLC | 3,169 | $515.5K | 0.43% | −412−11.5% | Reduced |
| Laraway Financial Inc | 3,165 | $514.9K | 0.39% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $514.2K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,145 | $511.6K | 0.04% | +476+17.8% | Added |
| STRS Ohio | 3,123 | $508.1K | 0.00% | −32,078−91.1% | Reduced |
| Magnolia Capital Management Ltd | 3,125 | $508.0K | 0.41% | −220−6.6% | Reduced |
| Nautilus Advisors LLC | 3,092 | $503.0K | 0.37% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,083 | $501.5K | 0.03% | +39+1.3% | Added |
| Umb Bank N A | 3,063 | $498.3K | 0.01% | −4−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 3,034 | $494.0K | 0.02% | −17−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 3,030 | $492.9K | 0.01% | +355+13.3% | Added |
| Cooper/Haims Advisors, LLC | 3,010 | $489.6K | 0.24% | −65−2.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $488.0K | 0.00% | 00.0% | Unchanged |
| GAM Holding AG | 3,000 | $488.0K | 0.03% | +3,000 | New |
| Prentice Wealth Management LLC | 2,987 | $485.9K | 0.13% | −122−3.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,951 | $480.1K | 0.09% | −47−1.6% | Reduced |
| Webster Bank, N. A. | 2,946 | $479.3K | 0.05% | −705−19.3% | Reduced |
| Anchor Investment Management, LLC | 2,940 | $478.3K | 0.04% | +500+20.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,939 | $478.1K | 0.16% | −2,208−42.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,918 | $474.7K | 0.25% | −6−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 2,907 | $472.9K | 0.00% | +343+13.4% | Added |
| Forte Capital LLC | 2,906 | $472.7K | 0.05% | +10+0.3% | Added |
| United Capital Financial Advisers, LLC | 2,874 | $467.5K | 0.00% | −3,455−54.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,872 | $467.2K | 0.02% | −1,341−31.8% | Reduced |
| Federated Hermes, Inc. | 2,834 | $461.0K | 0.00% | −1,286−31.2% | Reduced |
| HighPoint Advisor Group LLC | 2,823 | $459.3K | 0.02% | −2,998−51.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,822 | $459.1K | 0.33% | +107+3.9% | Added |
| Banque Cantonale Vaudoise | 2,819 | $459.0K | 0.02% | −44−1.5% | Reduced |
| SFMG, LLC | 2,803 | $456.0K | 0.03% | +53+1.9% | Added |
| Pensionmark Financial Group, LLC | 2,754 | $448.1K | 0.01% | −1,047−27.5% | Reduced |
| 17 Capital Partners, LLC | 2,752 | $447.7K | 0.26% | +420+18.0% | Added |
| Syon Capital LLC | 2,747 | $446.9K | 0.03% | +1,155+72.6% | Added |
| Malaga Cove Capital, LLC | 2,717 | $442.0K | 0.17% | +2,717 | New |
| Haven Private, LLC | 2,713 | $441.4K | 0.20% | +829+44.0% | Added |
| Callan Family Office, LLC | 2,674 | $435.0K | 0.01% | +2,674 | New |
| Optimize Financial Inc | 2,670 | $434.4K | 0.27% | −18−0.7% | Reduced |
| Meridian Investment Counsel Inc. | 2,640 | $429.5K | 0.12% | +165+6.7% | Added |
| Financial Advisory Corp | 2,640 | $429.0K | 0.13% | +537+25.5% | Added |
| Arista Wealth Management, LLC | 2,629 | $427.7K | 0.06% | +2,629 | New |
| Ballentine Partners, LLC | 2,627 | $427.4K | 0.01% | −482−15.5% | Reduced |
| Equitable Holdings, Inc. | 2,626 | $427.2K | 0.00% | +8+0.3% | Added |
| Synovus Financial Corp | 2,579 | $420.3K | 0.01% | −1,620−38.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,569 | $417.9K | 0.01% | −1,657−39.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,563 | $416.9K | 0.02% | +2,563 | New |
| Keynote Financial Services LLC | 2,562 | $416.8K | 0.28% | +8+0.3% | Added |
| Baader Bank INC | 2,931 | $415.2K | 0.04% | +1,711+140.2% | Added |
| Wedbush Securities Inc | 2,531 | $412.0K | 0.01% | +96+3.9% | Added |
| HBW Advisory Services LLC | 2,529 | $411.4K | 0.05% | −301−10.6% | Reduced |
| Intrust Bank NA | 2,520 | $410.0K | 0.04% | −128−4.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $408.2K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,435 | $396.1K | 0.00% | −23−0.9% | Reduced |
| Doliver Advisors, LP | 2,431 | $395.5K | 0.11% | −82−3.3% | Reduced |
| Oxford Asset Management LLP | 2,429 | $395.1K | 0.13% | +2,429 | New |
| Reynders McVeigh Capital Management, LLC | 2,426 | $395.0K | 0.02% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 2,410 | $392.1K | 0.04% | −3,537−59.5% | Reduced |
| Arnhold LLC | 2,400 | $390.4K | 0.04% | 00.0% | Unchanged |
| Swedbank AB | 2,400 | $390.4K | 0.00% | +2,400 | New |
| Gilbert & Cook, Inc. | 2,385 | $388.0K | 0.05% | +60+2.6% | Added |
| Athena Investment Management | 2,358 | $383.6K | 0.21% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 2,345 | $381.5K | 0.29% | −200−7.9% | Reduced |
| Unique Wealth Strategies, LLC | 2,326 | $378.4K | 0.16% | +165+7.6% | Added |
| RMB Capital Management, LLC | 2,324 | $378.1K | 0.01% | +2,324 | New |
| Hudson Bay Capital Management LP | 2,313 | $376.3K | 0.00% | +2,313 | New |
| Brown Financial Advisors | 2,308 | $375.5K | 0.15% | −26−1.1% | Reduced |
| Fiduciary Trust Co | 2,293 | $373.1K | 0.00% | +423+22.6% | Added |
| 49 Wealth Management, LLC | 2,291 | $372.7K | 0.04% | +2,291 | New |
| Strategic Wealth Partners, Ltd. | 2,290 | $372.6K | 0.03% | +2,290 | New |
| Moneta Group Investment Advisors LLC | 2,286 | $372.0K | 0.00% | −414−15.3% | Reduced |
| Coldstream Capital Management Inc | 2,280 | $370.9K | 0.01% | +411+22.0% | Added |
| First Command Advisory Services, Inc. | 2,267 | $368.8K | 0.00% | −250−9.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,262 | $368.0K | 0.01% | +2,262 | New |
| IHT Wealth Management, LLC | 2,251 | $366.1K | 0.01% | +822+57.5% | Added |