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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 382 | $51.5K | 0.01% | +1+0.3% | Added |
| S-Bank Fund Management Ltd | 383 | $51.6K | 0.01% | −5−1.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 387 | $52.2K | 0.02% | +342+760.0% | Added |
| Salem Investment Counselors Inc | 397 | $53.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 399 | $53.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $53.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $54.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 410 | $55.2K | 0.02% | −64−13.5% | Reduced |
| Ameritas Advisory Services, LLC | 419 | $56.4K | 0.00% | −5,621−93.1% | Reduced |
| Financial Network Wealth Advisors LLC | 437 | $58.9K | 0.06% | +377+628.3% | Added |
| Onefund, LLC | 438 | $59.0K | 0.04% | +18+4.3% | Added |
| Smithfield Trust Co | 430 | $59.0K | 0.00% | −43−9.1% | Reduced |
| WFA of San Diego, LLC | 440 | $59.3K | 0.04% | −60−12.0% | Reduced |
| Sound Income Strategies, LLC | 419 | $59.9K | 0.00% | −46−9.9% | Reduced |
| Key Financial Inc | 432 | $60.0K | 0.01% | −411−48.8% | Reduced |
| Westpac Banking Corp | 446 | $60.1K | 0.00% | −4−0.9% | Reduced |
| Vestor Capital, LLC | 450 | $61.0K | 0.00% | −6,428−93.5% | Reduced |
| Massmutual Trust Co FSB | 473 | $63.7K | 0.00% | −72−13.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 475 | $63.9K | 0.01% | +443+1,384.4% | Added |
| Atlantic Trust, LLC | 480 | $64.6K | 0.01% | −461−49.0% | Reduced |
| Millstone Evans Group, LLC | 488 | $65.7K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $67.3K | 0.01% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 503 | $67.7K | 0.05% | +503 | New |
| Erste Asset Management GmbH | 300 | $74.5K | 0.00% | −68,421−99.6% | Reduced |
| Archer Investment Corp | 572 | $77.0K | 0.02% | −15−2.6% | Reduced |
| United Community Bank | 581 | $78.2K | 0.02% | −133−18.6% | Reduced |
| Geneos Wealth Management Inc. | 583 | $78.5K | 0.00% | −409−41.2% | Reduced |
| Umb Bank N A | 587 | $79.1K | 0.00% | −2,476−80.8% | Reduced |
| Harbor Investment Advisory, LLC | 626 | $84.4K | 0.01% | −468−42.8% | Reduced |
| Acadian Asset Management LLC | 637 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 635 | $85.5K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 637 | $85.8K | 0.00% | −3,388−84.2% | Reduced |
| AlphaCore Capital LLC | 638 | $85.9K | 0.00% | −501−44.0% | Reduced |
| City State Bank | 639 | $86.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 658 | $88.6K | 0.00% | −236−26.4% | Reduced |
| Avestar Capital, LLC | 674 | $90.8K | 0.01% | −1,092−61.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 680 | $91.0K | 0.00% | −170−20.0% | Reduced |
| Ci Investments Inc. | 680 | $92.0K | 0.00% | +46+7.3% | Added |
| Hantz Financial Services, Inc. | 734 | $99.0K | 0.00% | −41−5.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $100.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 754 | $101.0K | 0.02% | −1,191−61.2% | Reduced |
| Clearstead Advisors, LLC | 751 | $101.1K | 0.00% | −5−0.7% | Reduced |
| CX Institutional | 765 | $103.0K | 0.00% | +371+94.2% | Added |
| Signaturefd, LLC | 782 | $105.4K | 0.00% | −1,055−57.4% | Reduced |
| SRS Capital Advisors, Inc. | 809 | $109.0K | 0.00% | +427+111.8% | Added |
| Cary Street Partner Investment Advisory LLC | 821 | $110.6K | 0.05% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 825 | $111.2K | 0.00% | −195−19.1% | Reduced |
| IMG Wealth Management, Inc. | 840 | $113.1K | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 856 | $115.3K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 866 | $116.6K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 867 | $116.7K | 0.04% | +1+0.1% | Added |
| North Star Investment Management Corp. | 874 | $117.6K | 0.01% | −46−5.0% | Reduced |
| ESL Trust Services, LLC | 900 | $121.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 937 | $126.2K | 0.05% | +76+8.8% | Added |
| JFS Wealth Advisors, LLC | 944 | $127.1K | 0.01% | +873+1,229.6% | Added |
| Rakuten Investment Management, Inc. | 5,253 | $127.8K | 0.00% | +5,253 | New |
| Webster Bank, N. A. | 980 | $132.0K | 0.01% | −1,966−66.7% | Reduced |
| Community Bank, N.A. | 1,000 | $134.7K | 0.02% | −1,000−50.0% | Reduced |
| Clio Asset Management LLC | 1,000 | $134.7K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,009 | $135.8K | 0.01% | +33+3.4% | Added |
| Colonial Trust Co | 1,033 | $139.1K | 0.02% | −297−22.3% | Reduced |
| SBI Securities Co., Ltd. | 1,039 | $139.9K | 0.00% | +347+50.1% | Added |
| Ronald Blue Trust, Inc. | 1,149 | $154.7K | 0.00% | −45−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,151 | $155.0K | 0.00% | −1,418−55.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,183 | $159.3K | 0.01% | −1,107−48.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,170 | $163.5K | 0.00% | −527−31.1% | Reduced |
| Parkside Financial Bank & Trust | 1,231 | $165.8K | 0.01% | −96−7.2% | Reduced |
| Harbour Investments, Inc. | 1,235 | $166.3K | 0.00% | +120+10.8% | Added |
| Sava Infond d.o.o. | 1,240 | $167.0K | 0.02% | −150−10.8% | Reduced |
| Cary Street Partners Financial LLC | 1,270 | $171.0K | 0.00% | +244+23.8% | Added |
| Gen-Wealth Partners Inc | 1,272 | $171.3K | 0.06% | +1,272 | New |
| Brown Brothers Harriman & Co | 1,278 | $172.1K | 0.00% | +647+102.5% | Added |
| Smartleaf Asset Management LLC | 1,264 | $172.6K | 0.01% | +292+30.0% | Added |
| Ameritas Investment Partners, Inc. | 1,301 | $175.2K | 0.01% | −144−10.0% | Reduced |
| Employees Retirement System of Texas | 1,331 | $179.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,344 | $181.1K | 0.05% | +293+27.9% | Added |
| Atlantic Union Bankshares Corp | 1,402 | $188.8K | 0.00% | −5,421−79.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,449 | $196.0K | 0.07% | +602+71.1% | Added |
| Private Capital Management, LLC | 1,472 | $198.2K | 0.02% | +1,472 | New |
| Arlington Trust Co LLC | 1,475 | $198.6K | 0.04% | −2−0.1% | Reduced |
| Claret Asset Management Corp | 1,486 | $200.0K | 0.02% | −20−1.3% | Reduced |
| Vise Technologies, Inc. | 1,492 | $200.9K | 0.01% | +1,492 | New |
| Sompo Asset Management Co., Ltd. | 1,500 | $202.0K | 0.03% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,500 | $202.0K | 0.09% | +1,500 | New |
| BTG Pactual Asset Management US LLC | 1,087 | $202.5K | 0.02% | +1,087 | New |
| Keel Point, LLC | 1,510 | $203.4K | 0.01% | −291−16.2% | Reduced |
| AE Wealth Management LLC | 1,514 | $203.9K | 0.00% | +47+3.2% | Added |
| Bessemer Group Inc | 1,525 | $205.0K | 0.00% | −116−7.1% | Reduced |
| Kavar Capital Partners Group, LLC | 1,536 | $206.9K | 0.03% | −55−3.5% | Reduced |
| Northstar Asset Management LLC | 1,550 | $208.7K | 0.04% | −1,818−54.0% | Reduced |
| Kentucky Trust Co | 1,555 | $209.4K | 0.11% | −75−4.6% | Reduced |
| Independent Advisor Alliance | 1,558 | $209.8K | 0.01% | −45−2.8% | Reduced |
| First Wilshire Securities Management Inc | 1,560 | $210.1K | 0.06% | +1,560 | New |
| United Capital Financial Advisers, LLC | 1,563 | $210.5K | 0.00% | −1,311−45.6% | Reduced |
| Iams Wealth Management, LLC | 1,563 | $210.6K | 0.08% | −580−27.1% | Reduced |
| denkapparat Operations GmbH | 1,566 | $210.9K | 0.13% | +1,566 | New |
| Catalytic Wealth RIA, LLC | 1,581 | $212.9K | 0.01% | +1,581 | New |
| GAMMA Investing LLC | 1,591 | $214.3K | 0.01% | −599−27.4% | Reduced |
| Lee Financial Co | 1,600 | $215.5K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,602 | $215.7K | 0.00% | −46−2.8% | Reduced |