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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 2,250 | $366.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,064 | $363.5K | 0.01% | −229−10.0% | Reduced |
| Farther Finance Advisors, LLC | 2,222 | $361.5K | 0.01% | +153+7.4% | Added |
| Resources Investment Advisors, LLC. | 2,200 | $357.9K | 0.00% | −8−0.4% | Reduced |
| GAMMA Investing LLC | 2,190 | $356.3K | 0.02% | +31+1.4% | Added |
| XML Financial, LLC | 2,189 | $356.1K | 0.03% | +605+38.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,146 | $349.2K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,144 | $348.8K | 0.01% | +255+13.5% | Added |
| Iams Wealth Management, LLC | 2,143 | $348.6K | 0.16% | −116−5.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,142 | $348.4K | 0.08% | −91−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 2,137 | $347.6K | 0.00% | +102+5.0% | Added |
| Allred Capital Management, LLC | 2,127 | $346.1K | 0.13% | +2+0.1% | Added |
| Personal Cfo Solutions, LLC | 2,127 | $346.0K | 0.06% | −1,181−35.7% | Reduced |
| Callahan Advisors, LLC | 2,083 | $338.9K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,842 | $338.1K | 0.06% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,069 | $336.6K | 0.14% | +592+40.1% | Added |
| Aries Wealth Management | 2,049 | $333.3K | 0.09% | −770−27.3% | Reduced |
| Banco Santander, S.A. | 2,048 | $333.2K | 0.00% | +700+51.9% | Added |
| Diversify Wealth Management, LLC | 1,955 | $332.3K | 0.02% | +1,955 | New |
| Global Retirement Partners, LLC | 2,038 | $331.5K | 0.01% | +2,038 | New |
| Raab & Moskowitz Asset Management LLC | 2,033 | $330.7K | 0.08% | −985−32.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,018 | $328.3K | 0.00% | −5,733−74.0% | Reduced |
| Secure Asset Management, LLC | 2,008 | $326.7K | 0.06% | +655+48.4% | Added |
| Community Bank, N.A. | 2,000 | $325.4K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,993 | $324.2K | 0.01% | +112+6.0% | Added |
| Profund Advisors LLC | 1,990 | $323.7K | 0.01% | −575−22.4% | Reduced |
| Define Financial, LLC | 1,971 | $320.7K | 0.21% | +11+0.6% | Added |
| Old National Bancorp | 1,946 | $316.6K | 0.01% | −1,902−49.4% | Reduced |
| Valley National Advisers Inc | 1,945 | $315.0K | 0.05% | −727−27.2% | Reduced |
| Beaumont Financial Advisors, LLC | 1,935 | $314.8K | 0.02% | +34+1.8% | Added |
| We Are One Seven, LLC | 1,931 | $314.2K | 0.01% | −377−16.3% | Reduced |
| Park National Corp | 1,921 | $312.5K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,935 | $312.2K | 0.04% | +242+14.3% | Added |
| Souders Financial Advisors | 1,906 | $310.1K | 0.04% | −1,311−40.8% | Reduced |
| Sapient Capital LLC | 1,906 | $310.1K | 0.01% | −1−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 1,889 | $307.3K | 0.02% | −492−20.7% | Reduced |
| Arcataur Capital Management LLC | 1,886 | $306.8K | 0.10% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,869 | $304.1K | 0.01% | −129−6.5% | Reduced |
| BSW Wealth Partners | 1,868 | $303.9K | 0.04% | +50+2.8% | Added |
| Ellevest, Inc. | 1,861 | $302.7K | 0.05% | −335−15.3% | Reduced |
| Keebeck Wealth Management, LLC | 1,860 | $302.6K | 0.04% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,851 | $301.1K | 0.22% | −71−3.7% | Reduced |
| Umpqua Bank | 1,762 | $300.5K | 0.09% | +433+32.6% | Added |
| Exchange Traded Concepts, LLC | 1,847 | $300.5K | 0.00% | +165+9.8% | Added |
| Signaturefd, LLC | 1,837 | $298.8K | 0.01% | −557−23.3% | Reduced |
| EntryPoint Capital, LLC | 1,824 | $296.7K | 0.15% | +75+4.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,823 | $296.5K | 0.01% | +97+5.6% | Added |
| LVW Advisors, LLC | 1,805 | $293.6K | 0.03% | +22+1.2% | Added |
| Keel Point, LLC | 1,801 | $293.0K | 0.02% | +674+59.8% | Added |
| U S Global Investors Inc | 1,800 | $292.8K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,777 | $289.1K | 0.00% | +232+15.0% | Added |
| Avestar Capital, LLC | 1,766 | $287.3K | 0.02% | +1,766 | New |
| Legacy Bridge, LLC | 1,761 | $286.5K | 0.14% | 00.0% | Unchanged |
| Shayne & Co., LLC | 1,730 | $281.4K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,724 | $280.5K | 0.13% | −290−14.4% | Reduced |
| PFG Investments, LLC | 1,724 | $280.4K | 0.02% | −549−24.2% | Reduced |
| Charter Research & Investment Group, Inc. | 1,721 | $280.0K | 0.21% | −315−15.5% | Reduced |
| Transcend Wealth Collective, LLC | 1,718 | $279.5K | 0.02% | −622−26.6% | Reduced |
| Regatta Capital Group, LLC | 1,717 | $279.3K | 0.05% | +11+0.6% | Added |
| Koshinski Asset Management, Inc. | 1,712 | $278.5K | 0.02% | −148−8.0% | Reduced |
| Exencial Wealth Advisors, LLC | 1,698 | $276.3K | 0.01% | −115−6.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,697 | $276.1K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 1,693 | $275.4K | 0.04% | −15,309−90.0% | Reduced |
| Diversify Advisory Services, LLC | 1,619 | $275.2K | 0.01% | +1,619 | New |
| V-Square Quantitative Management LLC | 1,682 | $273.6K | 0.04% | +62+3.8% | Added |
| Sigma Planning Corp | 1,659 | $269.8K | 0.01% | −281−14.5% | Reduced |
| NWF Advisory Services Inc. | 1,658 | $269.7K | 0.03% | +1,658 | New |
| MONECO Advisors, LLC | 1,650 | $268.4K | 0.02% | +10+0.6% | Added |
| Advisors Asset Management, Inc. | 1,648 | $268.1K | 0.00% | −1,326−44.6% | Reduced |
| Visionary Wealth Advisors | 1,643 | $267.3K | 0.01% | +294+21.8% | Added |
| Concurrent Investment Advisors, LLC | 1,642 | $267.2K | 0.01% | −381−18.8% | Reduced |
| Bessemer Group Inc | 1,641 | $266.0K | 0.00% | −601−26.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,634 | $265.8K | 0.04% | +1,634 | New |
| Kentucky Trust Co | 1,630 | $265.2K | 0.15% | +225+16.0% | Added |
| Cozad Asset Management Inc | 1,628 | $264.8K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,625 | $264.4K | 0.03% | −17−1.0% | Reduced |
| Belpointe Asset Management LLC | 1,623 | $264.0K | 0.01% | −71−4.2% | Reduced |
| Everpar Advisors LLC | 1,617 | $263.1K | 0.12% | −278−14.7% | Reduced |
| Portside Wealth Group, LLC | 1,614 | $262.6K | 0.04% | +1,614 | New |
| Savant Capital, LLC | 1,610 | $261.9K | 0.00% | +102+6.8% | Added |
| Independent Advisor Alliance | 1,603 | $260.7K | 0.01% | −435−21.3% | Reduced |
| Lee Financial Co | 1,600 | $260.3K | 0.04% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 1,496 | $259.1K | 0.26% | +345+30.0% | Added |
| Kavar Capital Partners Group, LLC | 1,591 | $258.8K | 0.04% | −14,987−90.4% | Reduced |
| Essex Investment Management Co LLC | 1,563 | $254.3K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,563 | $254.2K | 0.09% | −9−0.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,554 | $252.7K | 0.06% | −20−1.3% | Reduced |
| Greenleaf Trust | 1,541 | $250.7K | 0.00% | −326−17.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,539 | $250.3K | 0.01% | +175+12.8% | Added |
| Spinnaker Investment Group, LLC | 1,536 | $249.9K | 0.06% | −74−4.6% | Reduced |
| Wetherby Asset Management Inc | 1,529 | $248.7K | 0.01% | +1,529 | New |
| Midwest Trust Co | 1,516 | $246.6K | 0.00% | +1,516 | New |
| King Luther Capital Management Corp | 1,511 | $245.8K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,506 | $245.0K | 0.03% | +1,506 | New |
| Change Path, LLC | 1,500 | $244.0K | 0.01% | +190+14.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,500 | $244.0K | 0.04% | −770−33.9% | Reduced |
| Rehmann Capital Advisory Group | 1,494 | $243.1K | 0.01% | −1,531−50.6% | Reduced |
| Guidance Capital, Inc | 1,455 | $241.7K | 0.07% | −106−6.8% | Reduced |
| Old Port Advisors | 1,483 | $241.2K | 0.07% | −33−2.2% | Reduced |
| Arlington Trust Co LLC | 1,477 | $240.3K | 0.05% | −1,049−41.5% | Reduced |