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; 1,038 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, Q3 2025
Institutional positions in Constellation Brands, Inc. as of Sep 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
- 1,046
- −70 vs. Q2 2025
- Shares held
- 141.3M
- −4.38M (−3.0%) vs. Q2 2025
- Total value
- $19.0B
- −$4.65B (−19.6%) vs. Q2 2025
- New holders
- 123
- 311 more added
- Sold out
- 193
- 469 more reduced
16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,038 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graney & King, LLC | 70 | $9.43K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 71 | $9.58K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $9.70K | 0.00% | +72 | New |
| IMA Wealth, Inc. | 74 | $9.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 79 | $10.0K | 0.00% | +7+9.7% | Added |
| Hara Capital LLC | 75 | $10.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $10.6K | 0.00% | −6−7.1% | Reduced |
| JNBA Financial Advisors | 80 | $10.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 83 | $11.2K | 0.00% | −94−53.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $11.3K | 0.00% | −79−48.5% | Reduced |
| First Community Trust NA | 85 | $11.4K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 86 | $11.6K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 316 | $11.7K | 0.01% | +269+572.3% | Added |
| UMA Financial Services, Inc. | 87 | $11.7K | 0.00% | +87 | New |
| MV Capital Management, Inc. | 92 | $12.4K | 0.00% | −21−18.6% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $12.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 94 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $13.5K | 0.00% | +100 | New |
| Affinity Wealth LLC | 100 | $13.5K | 0.01% | +100 | New |
| Covestor Ltd | 106 | $14.0K | 0.01% | −4−3.6% | Reduced |
| Kings Path Partners LLC | 114 | $15.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 115 | $15.5K | 0.00% | −3−2.5% | Reduced |
| Davis Capital Management | 116 | $15.6K | 0.01% | +116 | New |
| Dunhill Financial, LLC | 118 | $15.9K | 0.00% | −2−1.7% | Reduced |
| Hanson & Doremus Investment Management | 119 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 119 | $16.0K | 0.00% | +119 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $16.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $16.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $16.8K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 124 | $17.0K | 0.00% | −211−63.0% | Reduced |
| Horizon Bancorp Inc | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 127 | $17.1K | 0.01% | −97−43.3% | Reduced |
| Rosenberg Matthew Hamilton | 133 | $17.9K | 0.00% | −453−77.3% | Reduced |
| Oakworth Capital, Inc. | 133 | $17.9K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 134 | $18.0K | 0.00% | −56−29.5% | Reduced |
| Cornerstone Planning Group LLC | 141 | $18.2K | 0.00% | +93+193.8% | Added |
| Rothschild Investment LLC | 138 | $18.6K | 0.00% | +78+130.0% | Added |
| Quent Capital, LLC | 139 | $18.7K | 0.00% | +139 | New |
| Hurley Capital, LLC | 141 | $18.9K | 0.01% | +1+0.7% | Added |
| Tacita Capital Inc | 145 | $19.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 147 | $19.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 150 | $20.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $20.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 158 | $21.3K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 164 | $22.1K | 0.01% | −16−8.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 166 | $22.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 168 | $23.0K | 0.00% | +68+68.0% | Added |
| Truvestments Capital LLC | 172 | $23.1K | 0.00% | +1+0.6% | Added |
| Bruce G. Allen Investments, LLC | 175 | $23.6K | 0.02% | −30−14.6% | Reduced |
| Glen Eagle Advisors, LLC | 175 | $23.6K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 178 | $24.0K | 0.00% | −1,385−88.6% | Reduced |
| Prestige Wealth Management Group LLC | 178 | $24.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $24.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 181 | $25.7K | 0.00% | −138−43.3% | Reduced |
| Logan Capital Management Inc | 192 | $25.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 194 | $26.1K | 0.00% | +194 | New |
| Stance Capital LLC | 195 | $26.3K | 0.01% | +195 | New |
| Manchester Capital Management LLC | 198 | $26.7K | 0.00% | −423−68.1% | Reduced |
| Missouri Trust & Investment Co | 200 | $26.9K | 0.01% | −300−60.0% | Reduced |
| Concord Wealth Partners | 200 | $26.9K | 0.00% | −210−51.2% | Reduced |
| Blume Capital Management, Inc. | 200 | $26.9K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 200 | $26.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 205 | $28.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 209 | $29.7K | 0.00% | +209 | New |
| Independence Bank of Kentucky | 221 | $29.8K | 0.00% | −155−41.2% | Reduced |
| Paladin Advisory Group, LLC | 223 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 224 | $30.2K | 0.01% | +45+25.1% | Added |
| Capital Analysts, LLC | 239 | $32.0K | 0.00% | −26−9.8% | Reduced |
| Abound Wealth Management | 243 | $32.7K | 0.01% | +188+341.8% | Added |
| Clear Street Markets LLC | 245 | $33.0K | 0.01% | +142+137.9% | Added |
| Albion Financial Group | 245 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 247 | $33.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $33.7K | 0.01% | −150−37.5% | Reduced |
| Cetera Trust Company, N.A | 250 | $33.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 265 | $35.7K | 0.00% | −643−70.8% | Reduced |
| Capital Advisors, Ltd. LLC | 269 | $36.0K | 0.00% | −46−14.6% | Reduced |
| FNY Investment Advisers, LLC | 273 | $36.0K | 0.01% | +273 | New |
| Wealthspire Advisors, LLC | 274 | $36.9K | 0.00% | +274 | New |
| Johnson Financial Group, Inc. | 277 | $37.3K | 0.00% | +65+30.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 287 | $38.6K | 0.08% | −1,188−80.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 296 | $39.9K | 0.00% | −1,093−78.7% | Reduced |
| Fourth Dimension Wealth, LLC | 300 | $40.4K | 0.02% | +50+20.0% | Added |
| Pinnacle Bancorp, Inc. | 308 | $41.5K | 0.01% | +30+10.8% | Added |
| CVA Family Office, LLC | 309 | $41.6K | 0.01% | +271+713.2% | Added |
| Sunbelt Securities, Inc. | 321 | $43.2K | 0.00% | +11+3.5% | Added |
| General Partner, Inc. | 332 | $44.7K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 319 | $46.0K | 0.03% | +319 | New |
| LRI Investments, LLC | 345 | $46.5K | 0.00% | −456−56.9% | Reduced |
| Raiffeisen Bank International AG | 344 | $46.5K | 0.00% | +126+57.8% | Added |
| Cromwell Holdings LLC | 363 | $48.9K | 0.03% | +299+467.2% | Added |
| Consultiva Wealth Management, Corp. | 368 | $49.6K | 0.14% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 375 | $50.5K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 380 | $51.2K | 0.02% | 00.0% | Unchanged |