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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,475 | $239.9K | 0.03% | +571+63.2% | Added |
| Bragg Financial Advisors, Inc | 1,474 | $239.8K | 0.01% | −303−17.1% | Reduced |
| Stanley-Laman Group, Ltd. | 1,472 | $239.5K | 0.04% | +200+15.7% | Added |
| AE Wealth Management LLC | 1,467 | $238.6K | 0.00% | −40−2.7% | Reduced |
| Scotia Capital Inc. | 1,466 | $238.5K | 0.00% | −16,169−91.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,458 | $237.2K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 1,451 | $236.1K | 0.06% | −82−5.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,445 | $235.1K | 0.01% | −76−5.0% | Reduced |
| Coastal Investment Advisors, Inc. | 1,440 | $234.3K | 0.09% | −200−12.2% | Reduced |
| IFP Advisors, Inc | 409 | $233.4K | 0.01% | −5,352−92.9% | Reduced |
| MBB Public Markets I LLC | 1,433 | $233.1K | 0.03% | −318−18.2% | Reduced |
| Davis Investment Partners, LLC | 1,400 | $233.0K | 0.08% | −179−11.3% | Reduced |
| Chancellor Financial Group WB LP | 1,424 | $231.7K | 0.18% | +1,424 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,403 | $228.2K | 0.01% | +1,183+537.7% | Added |
| Sava Infond d.o.o. | 1,390 | $226.1K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,389 | $226.0K | 0.03% | −22−1.6% | Reduced |
| Ashton Thomas Securities, LLC | 1,383 | $225.0K | 0.05% | −59−4.1% | Reduced |
| Spinnaker Trust | 1,379 | $224.3K | 0.01% | +277+25.1% | Added |
| Accurate Wealth Management, LLC | 1,299 | $223.6K | 0.03% | −2−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,373 | $223.4K | 0.02% | −119−8.0% | Reduced |
| Patton Fund Management, Inc. | 1,365 | $222.1K | 0.05% | +1,365 | New |
| Richards, Merrill & Peterson, Inc. | 1,365 | $222.0K | 0.11% | −75−5.2% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $218.6K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,343 | $218.5K | 0.02% | +234+21.1% | Added |
| DRW Securities, LLC | 1,342 | $218.3K | 0.02% | +1,342 | New |
| Atomi Financial Group, Inc. | 1,338 | $217.6K | 0.01% | −55−3.9% | Reduced |
| Employees Retirement System of Texas | 1,331 | $217.0K | 0.00% | +1,331 | New |
| Colonial Trust Co | 1,330 | $216.4K | 0.03% | +131+10.9% | Added |
| Scott Marsh Financial, LLC | 1,330 | $216.4K | 0.08% | +1,330 | New |
| RiverFront Investment Group, LLC | 1,329 | $216.2K | 0.00% | +213+19.1% | Added |
| Focus Financial Network, Inc. | 1,328 | $216.0K | 0.01% | −140−9.5% | Reduced |
| Cigna Investments Inc | 1,325 | $216.0K | 0.04% | −265−16.7% | Reduced |
| Parkside Financial Bank & Trust | 1,327 | $215.9K | 0.02% | +533+67.1% | Added |
| Studio Investment Management LLC | 1,326 | $215.7K | 0.04% | +5+0.4% | Added |
| Rexford Capital Inc | 1,326 | $215.7K | 0.18% | +1,326 | New |
| Robertson Stephens Wealth Management, LLC | 1,325 | $215.6K | 0.01% | −25−1.9% | Reduced |
| Landing Point Financial Group, LLC | 1,320 | $214.8K | 0.14% | −71−5.1% | Reduced |
| Laurion Capital Management LP | 1,316 | $214.1K | 0.02% | +1,316 | New |
| China Universal Asset Management Co., Ltd. | 1,314 | $213.8K | 0.02% | −1,664−55.9% | Reduced |
| ICW Investment Advisors LLC | 1,289 | $209.7K | 0.08% | +2+0.2% | Added |
| Qtron Investments LLC | 1,285 | $209.0K | 0.03% | −794−38.2% | Reduced |
| Alesco Advisors LLC | 1,257 | $204.4K | 0.01% | −751−37.4% | Reduced |
| Integrity Alliance, LLC. | 1,257 | $204.4K | 0.01% | −1,539−55.0% | Reduced |
| Berkeley Capital Partners, LLC | 1,254 | $204.0K | 0.05% | −229−15.4% | Reduced |
| Voleon Capital Management LP | 1,253 | $203.8K | 0.01% | +1,253 | New |
| NBC Securities, Inc. | 1,249 | $203.0K | 0.02% | −185−12.9% | Reduced |
| Ignite Planners, LLC | 1,183 | $201.8K | 0.04% | +11+0.9% | Added |
| Hardy Reed LLC | 1,239 | $201.6K | 0.02% | −13−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 1,233 | $200.5K | 0.00% | +1,233 | New |
| Versant Capital Management, Inc | 1,201 | $195.4K | 0.03% | +1,098+1,066.0% | Added |
| Ronald Blue Trust, Inc. | 1,194 | $194.2K | 0.00% | +243+25.6% | Added |
| Tiemann Investment Advisors, LLC | 1,185 | $192.8K | 0.08% | −60−4.8% | Reduced |
| AlphaCore Capital LLC | 1,139 | $185.3K | 0.01% | −247−17.8% | Reduced |
| Harbour Investments, Inc. | 1,115 | $181.3K | 0.00% | −458−29.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,094 | $178.0K | 0.02% | +317+40.8% | Added |
| Strategic Investment Solutions, Inc. | 1,051 | $171.0K | 0.05% | −10−0.9% | Reduced |
| Cary Street Partners Financial LLC | 1,026 | $166.9K | 0.00% | +422+69.9% | Added |
| TD Private Client Wealth LLC | 1,020 | $166.0K | 0.00% | −2,419−70.3% | Reduced |
| Cito Capital Group, LLC | 1,000 | $163.0K | 0.06% | 00.0% | Unchanged |
| Clio Asset Management LLC | 1,000 | $162.7K | 0.13% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 992 | $161.4K | 0.00% | +179+22.0% | Added |
| AdvisorNet Financial, Inc | 976 | $158.8K | 0.01% | +164+20.2% | Added |
| Smartleaf Asset Management LLC | 972 | $156.9K | 0.01% | +128+15.2% | Added |
| Atlantic Trust, LLC | 941 | $153.1K | 0.03% | −89−8.6% | Reduced |
| North Star Investment Management Corp. | 920 | $149.6K | 0.01% | +1+0.1% | Added |
| Creative Financial Designs Inc | 908 | $147.7K | 0.01% | +18+2.0% | Added |
| ESL Trust Services, LLC | 900 | $146.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 894 | $145.4K | 0.01% | −232−20.6% | Reduced |
| ORG Wealth Partners, LLC | 866 | $144.1K | 0.03% | +287+49.6% | Added |
| Medallion Wealth Advisors, LLC | 866 | $141.1K | 0.05% | +6+0.7% | Added |
| Rise Advisors, LLC | 861 | $140.0K | 0.06% | −50−5.5% | Reduced |
| Hills Bank & Trust Co | 856 | $139.3K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 850 | $138.0K | 0.00% | +850 | New |
| Key Financial Inc | 843 | $137.1K | 0.03% | −3−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 847 | $137.0K | 0.06% | −621−42.3% | Reduced |
| IMG Wealth Management, Inc. | 840 | $136.7K | 0.11% | +840 | New |
| Monetary Management Group Inc | 825 | $134.2K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 820 | $133.4K | 0.06% | −153−15.7% | Reduced |
| LRI Investments, LLC | 801 | $130.3K | 0.01% | +485+153.5% | Added |
| Hantz Financial Services, Inc. | 775 | $126.0K | 0.00% | +613+378.4% | Added |
| Clearstead Advisors, LLC | 756 | $123.0K | 0.00% | +301+66.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $120.8K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 714 | $116.2K | 0.04% | +185+35.0% | Added |
| Skopos Labs, Inc. | 702 | $114.2K | 0.01% | −481−40.7% | Reduced |
| SBI Securities Co., Ltd. | 692 | $112.6K | 0.00% | +237+52.1% | Added |
| City State Bank | 639 | $104.0K | 0.03% | +200+45.6% | Added |
| Ransom Advisory, Ltd | 635 | $103.3K | 0.05% | −200−24.0% | Reduced |
| Acadian Asset Management LLC | 637 | $103.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 634 | $103.0K | 0.00% | +79+14.2% | Added |
| Brown Brothers Harriman & Co | 631 | $102.7K | 0.00% | +22+3.6% | Added |
| Manchester Capital Management LLC | 621 | $101.0K | 0.01% | −132−17.5% | Reduced |
| Archer Investment Corp | 587 | $95.5K | 0.02% | +150+34.3% | Added |
| Rosenberg Matthew Hamilton | 586 | $95.3K | 0.02% | −94−13.8% | Reduced |
| Massmutual Trust Co FSB | 545 | $88.7K | 0.00% | −25,882−97.9% | Reduced |
| Briaud Financial Planning, Inc | 533 | $86.0K | 0.03% | +33+6.6% | Added |
| Ramirez Asset Management, Inc. | 500 | $81.3K | 0.01% | −100−16.7% | Reduced |
| Missouri Trust & Investment Co | 500 | $81.3K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $81.3K | 0.06% | +500 | New |
| Millstone Evans Group, LLC | 488 | $79.4K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 473 | $78.0K | 0.00% | 00.0% | Unchanged |