Skip to main content

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.

Q3 2025 vs. Q2 2025

How the institutions holding Constellation Brands, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of STZ: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,132161,046−70
Shares147.4M1.70M141.3M−4.38M (−3.0%)
Value$24.0B$275.8M$19.0B−$4.65B (−19.6%)

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (123)

Institutions that held Constellation Brands, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 123 by value.

Institutions new to STZ in Q3 2025
InstitutionSharesValue% of portfolio
Citadel Advisors LLC486,321$65.5M0.05%
Empyrean Capital Partners, LP451,000$60.7M2.44%
FIL Ltd385,000$51.8M0.04%
Thompson Siegel & Walmsley LLC323,849$43.6M0.71%
LSV Asset Management245,180$33.0M0.07%
Point72 Asset Management, L.P.218,718$29.5M0.06%
Artisan Partners Limited Partnership192,534$25.9M0.04%
Capula Management Ltd150,151$20.2M0.15%
Old Republic International Corporation109,500$14.7M0.55%
Caption Management, LLC96,600$13.0M0.76%
Morningstar Investment Management LLC72,494$9.76M0.36%
Alpine Fox Capital LLC67,500$9.09M7.66%
Parallax Volatility Advisers, L.P.54,654$7.36M0.22%
CIBC Bancorp USA Inc.53,003$7.14M0.04%
D. E. Shaw & Co., Inc.43,640$5.88M0.00%
Matrix Asset Advisors Inc38,878$5.24M0.49%
Weiss Asset Management LP33,569$4.52M0.06%
Alberta Investment Management Corp28,600$3.85M0.03%
Olstein Capital Management, L.P.28,500$3.84M0.72%
Credit Agricole S A22,746$3.06M0.01%
Armistice Capital, LLC22,278$3.00M0.09%
Greenland Capital Management LP21,991$2.96M0.43%
Quadrature Capital Ltd15,483$2.08M0.02%
Bridgefront Capital, LLC13,740$1.85M0.54%
CAPROCK Group, Inc.10,772$1.74M0.04%
Shorepoint Capital Partners LLC12,044$1.62M0.32%
ISAM Funds (UK) Ltd11,721$1.58M0.32%
Nomura Holdings Inc10,833$1.46M0.01%
Fragasso Group Inc.9,484$1.35M0.08%
Point72 Asia (Singapore) Pte. Ltd.8,818$1.19M0.18%
Maverick Capital LtdSuperinvestorMaverick Capital8,755$1.18M0.02%
Valicenti Advisory Services Inc8,350$1.12M0.24%
DoubleLine ETF Adviser LP8,254$1.11M0.34%
AIA Group Ltd6,870$925.2K0.02%
ExodusPoint Capital Management, LP6,515$877.4K0.01%
Portfolio Design Labs, LLC6,276$845.2K0.15%
Gibbs Wealth Management6,042$813.7K0.18%
Campbell & CO Investment Adviser LLC6,033$812.5K0.06%
Syntax Research, Inc.6,000$808.0K0.52%
Sage Investment Counsel LLC5,835$785.8K0.87%
Allstate Corp5,636$759.0K0.02%
Granite Group Advisors, LLC5,630$758.2K0.46%
Easterly Investment Partners LLC5,429$731.1K0.05%
Ascent Group, LLC5,420$729.9K0.03%
Ilex Capital Partners (UK) LLP4,955$667.3K0.02%
Horizon Kinetics Asset Management LLC4,317$581.4K0.01%
Freestone Capital Holdings, LLC4,298$578.8K0.02%
Prelude Capital Management, LLC4,215$567.6K0.04%
Concentric Capital Strategies, LP4,166$561.0K0.03%
Sciencast Management LP3,860$519.8K0.10%
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)3,661$493.0K0.03%
Invera Wealth Advisors, LLC3,556$478.9K0.30%
Oversea-Chinese Banking CORP Ltd3,326$440.7K0.01%
GFS Advisors, LLC3,260$439.0K0.06%
Vanguard Capital Wealth Advisors3,110$418.8K0.33%
Asahi Life Asset Management Co., Ltd.2,859$385.0K0.21%
First Horizon Corp2,819$379.6K0.02%
Gsa Capital Partners LLP2,712$365.0K0.03%
Cornerstone Wealth Management, LLC2,687$361.9K0.02%
Tema ETFs LLC2,638$355.3K0.03%
Catalyst Funds Management Pty Ltd2,400$323.2K0.05%
Alethea Capital Management, LLC2,362$318.1K0.20%
Abc Arbitrage SA2,344$315.7K0.03%
Baker Tilly Wealth Management, LLC2,318$312.2K0.07%
Cowa, LLC2,260$304.4K0.10%
Legacy Advisors, LLC2,150$289.5K0.04%
AXA Investment Managers S.A.1,967$264.9K0.00%
Westfuller Advisors, LLC1,924$259.1K0.12%
TownSquare Capital, LLC1,898$255.6K0.04%
Blue Barn Wealth, LLC1,804$242.9K0.11%
Intrua Financial, LLC1,751$235.8K0.03%
Foundations Investment Advisors, LLC1,731$233.1K0.00%
Sender Co & Partners, Inc.1,727$232.6K0.09%
GK Wealth Management LLC1,700$228.9K0.17%
GTS Securities LLC1,692$227.9K0.01%
Lecap Asset Management Ltd1,653$222.6K0.08%
Ontario Teachers Pension Plan Board1,631$219.6K0.01%
Catalytic Wealth RIA, LLC1,581$212.9K0.01%
denkapparat Operations GmbH1,566$210.9K0.13%
First Wilshire Securities Management Inc1,560$210.1K0.06%
BTG Pactual Asset Management US LLC1,087$202.5K0.02%
Cresta Advisors, Ltd.1,500$202.0K0.09%
Vise Technologies, Inc.1,492$200.9K0.01%
Private Capital Management, LLC1,472$198.2K0.02%
Gen-Wealth Partners Inc1,272$171.3K0.06%
Rakuten Investment Management, Inc.5,253$127.8K0.00%
Alphadyne Asset Management LP503$67.7K0.05%
Sentry Investment Management LLC319$46.0K0.03%
Wealthspire Advisors, LLC274$36.9K0.00%
FNY Investment Advisers, LLC273$36.0K0.01%
Salomon & Ludwin, LLC209$29.7K0.00%
Stance Capital LLC195$26.3K0.01%
Root Financial Partners, LLC194$26.1K0.00%
Quent Capital, LLC139$18.7K0.00%
Mather Group, LLC.119$16.0K0.00%
Davis Capital Management116$15.6K0.01%
Global Wealth Strategies & Associates100$13.5K0.00%
Affinity Wealth LLC100$13.5K0.01%
UMA Financial Services, Inc.87$11.7K0.00%
J.Safra Asset Management Corp72$9.70K0.00%

Sold out (193)

Institutions that held Constellation Brands, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 193 by value.

Institutions that sold out of STZ in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Clearbridge Investments, LLC723,795$117.7M
Ceredex Value Advisors LLC126,700$20.6M
Klingenstein Fields & Co LP112,774$18.3M
Ami Asset Management Corp90,990$14.8M
Smith, Salley & Associates71,830$11.7M
Quantbot Technologies LP69,884$11.4M
Gradient Investments LLC61,244$9.96M
Nicholas Company, Inc.48,400$7.87M
Camden National Bank48,073$7.82M
Empire Life Investments Inc.47,539$7.73M
Azimuth Capital Investment Management LLC40,821$6.64M
Bradley Foster & Sargent Inc37,328$6.07M
Sit Investment Associates Inc32,468$5.28M
TrueMark Investments, LLC29,802$4.85M
Jain Global LLC29,301$4.77M
Savoir Faire Capital Management, L.P.28,725$4.67M
Providence Capital Advisors, LLC27,786$4.52M
Jacobs & Co24,578$4.00M
WealthBridge Investment Counsel Inc.23,045$3.75M
River Wealth Advisors LLC20,707$3.37M
Occidental Asset Management, LLC15,958$2.60M
AMG National Trust Bank14,434$2.35M
Centiva Capital, LP11,066$1.80M
Axq Capital, LP10,745$1.75M
Inceptionr LLC10,718$1.74M
Ilmarinen Mutual Pension Insurance Co10,500$1.71M
Birch Hill Investment Advisors LLC9,353$1.52M
Bayesian Capital Management, LP9,300$1.51M
Lighthouse Investment Partners, LLC9,267$1.51M
Winton Group Ltd8,941$1.45M
Nordwand Advisors, LLC8,765$1.43M
Epoch Investment Partners, Inc.8,300$1.35M
Dynamic Technology Lab Private Ltd8,231$1.34M
Two Sigma Securities, LLC8,220$1.34M
Sterling Investment Advisors, Ltd.8,066$1.31M
Dohj, LLC6,924$1.30M
Triangle Securities Wealth Management6,849$1.11M
Fairbanks Capital Management, Inc.5,892$958.5K
Barden Capital Management, Inc.5,733$932.6K
Constant Guidance Financial LLC5,213$843.1K
Waterfront Wealth Inc.5,144$836.9K
Waterway Wealth Management, LLC5,035$819.1K
Aurdan Capital Management, LLC4,830$785.7K
Cornerstone Advisors, LLC4,800$780.9K
Trust Investment Advisors4,713$766.7K
Mattson Financial Services, LLC4,702$764.9K
Two Sigma Advisers, LP4,600$748.3K
AXA S.A.4,259$692.9K
WBI Investments4,257$692.5K
Pitcairn Co4,246$690.7K
Teza Capital Management LLC4,239$689.6K
American National Bank4,200$683.3K
KCM Investment Advisors LLC4,152$675.4K
ELCO Management Co., LLC3,946$641.9K
iA Global Asset Management Inc.3,475$565.0K
Petrus Trust Company, LTA3,369$548.1K
Quantitative Investment Management, LLC3,247$528.0K
Scientech Research LLC3,239$526.9K
Magnolia Capital Management Ltd3,125$508.0K
GAM Holding AG3,000$488.0K
Beaumont Asset Management, L.L.C.2,918$474.7K
Syon Capital LLC2,747$446.9K
Haven Private, LLC2,713$441.4K
Optimize Financial Inc2,670$434.4K
Meridian Investment Counsel Inc.2,640$429.5K
Equitable Holdings, Inc.2,626$427.2K
Baader Bank INC2,931$415.2K
Oxford Asset Management LLP2,429$395.1K
Harbour Trust & Investment Management Co2,410$392.1K
Gilbert & Cook, Inc.2,385$388.0K
Brown Financial Advisors2,308$375.5K
49 Wealth Management, LLC2,291$372.7K
Chicago Partners Investment Group LLC2,064$363.5K
Old National Bancorp1,946$316.6K
Park National Corp1,921$312.5K
Souders Financial Advisors1,906$310.1K
Copley Financial Group, Inc.1,851$301.1K
EntryPoint Capital, LLC1,824$296.7K
U.S. Capital Wealth Advisors, LLC1,823$296.5K
Forum Financial Management, LP1,777$289.1K
Koshinski Asset Management, Inc.1,712$278.5K
V-Square Quantitative Management LLC1,682$273.6K
NWF Advisory Services Inc.1,658$269.7K
Visionary Wealth Advisors1,643$267.3K
Concurrent Investment Advisors, LLC1,642$267.2K
Cozad Asset Management Inc1,628$264.8K
Savant Capital, LLC1,610$261.9K
RD Lewis Holdings, Inc.1,496$259.1K
Sandy Cove Advisors, LLC1,563$254.2K
AssuredPartners Investment Advisors, LLC1,554$252.7K
Greenleaf Trust1,541$250.7K
Nicholas Hoffman & Company, LLC.1,539$250.3K
Spinnaker Investment Group, LLC1,536$249.9K
Wetherby Asset Management Inc1,529$248.7K
Midwest Trust Co1,516$246.6K
King Luther Capital Management Corp1,511$245.8K
Change Path, LLC1,500$244.0K
Rehmann Capital Advisory Group1,494$243.1K
Guidance Capital, Inc1,455$241.7K
Old Port Advisors1,483$241.2K

Not filed for Q3 2025 yet (16)

Institutions that held Constellation Brands, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,473,670$239.7M
EP Wealth Advisors, LLC122,187$19.9M
Grassi Investment Management39,589$6.44M
CIBC World Markets Corp19,660$3.20M
Congress Wealth Management LLC11,054$1.80M
Avantax Advisory Services, Inc.8,923$1.45M
Savoie Capital LLC6,000$976.1K
First Horizon Advisors, Inc.4,671$760.1K
Copperwynd Financial, LLC3,715$604.3K
Forte Capital LLC2,906$472.7K
Atlas Capital Advisors LLC1,625$264.4K
Scott Marsh Financial, LLC1,330$216.4K
Centricity Wealth Management, LLC137$22.3K
Iron Horse Wealth Management, LLC21$3.42K
Capital A Wealth Management, LLC3$725
Parkworth Wealth Management, Inc.1$163