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 |
|---|---|---|---|---|---|
| Rexford Capital Inc | 2,600 | $350.1K | 0.27% | +1,274+96.1% | Added |
| Edmond de Rothschild Holding S.A. | 2,613 | $351.9K | 0.01% | −20,855−88.9% | Reduced |
| Arista Wealth Management, LLC | 2,629 | $354.0K | 0.04% | 00.0% | Unchanged |
| Tema ETFs LLC | 2,638 | $355.3K | 0.03% | +2,638 | New |
| Mark Sheptoff Financial Planning, LLC | 2,640 | $355.5K | 0.17% | −1,500−36.2% | Reduced |
| IHT Wealth Management, LLC | 2,651 | $357.0K | 0.01% | +400+17.8% | Added |
| Twinbeech Capital LP | 2,653 | $357.3K | 0.01% | −24,279−90.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,655 | $357.6K | 0.11% | −284−9.7% | Reduced |
| Cooper/Haims Advisors, LLC | 2,660 | $358.2K | 0.17% | −350−11.6% | Reduced |
| Cornerstone Wealth Management, LLC | 2,687 | $361.9K | 0.02% | +2,687 | New |
| Carnegie Capital Asset Management, LLC | 2,697 | $363.2K | 0.01% | −691−20.4% | Reduced |
| Keybank National Association | 2,709 | $364.8K | 0.00% | −928−25.5% | Reduced |
| Gsa Capital Partners LLP | 2,712 | $365.0K | 0.03% | +2,712 | New |
| Resources Management Corp | 2,724 | $367.0K | 0.05% | −3,338−55.1% | Reduced |
| MUFG Securities EMEA plc | 2,733 | $368.1K | 0.01% | +2,275+496.7% | Added |
| Formidable Asset Management, LLC | 2,265 | $368.5K | 0.06% | +423+23.0% | Added |
| Prentice Wealth Management LLC | 2,761 | $371.8K | 0.09% | −226−7.6% | Reduced |
| Aviance Capital Partners, LLC | 2,766 | $372.5K | 0.04% | −16,081−85.3% | Reduced |
| Unique Wealth Strategies, LLC | 2,773 | $373.5K | 0.15% | +447+19.2% | Added |
| Independent Solutions Wealth Management, LLC | 2,787 | $375.3K | 0.07% | −164−5.6% | Reduced |
| CoreCap Advisors, LLC | 2,794 | $376.3K | 0.01% | −1,773−38.8% | Reduced |
| Welch & Forbes LLC | 2,806 | $377.9K | 0.00% | −2,235−44.3% | Reduced |
| First Horizon Corp | 2,819 | $379.6K | 0.02% | +2,819 | New |
| Vestcor Inc | 2,829 | $381.0K | 0.01% | −776−21.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,831 | $381.2K | 0.07% | +704+33.1% | Added |
| Banque Cantonale Vaudoise | 2,839 | $382.0K | 0.01% | +20+0.7% | Added |
| HighPoint Advisor Group LLC | 2,845 | $383.1K | 0.02% | +22+0.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,859 | $385.0K | 0.21% | +2,859 | New |
| O'Shaughnessy Asset Management, LLC | 2,881 | $388.0K | 0.00% | −1,779−38.2% | Reduced |
| 1620 Investment Advisors, Inc. | 2,887 | $388.8K | 0.26% | +65+2.3% | Added |
| Quadrant Capital Group LLC | 2,896 | $390.0K | 0.01% | −2,983−50.7% | Reduced |
| Stratos Wealth Advisors, LLC | 2,914 | $392.5K | 0.02% | −447−13.3% | Reduced |
| Byrne Asset Management LLC | 2,942 | $396.2K | 0.25% | −868−22.8% | Reduced |
| Citizens Financial Group Inc | 2,960 | $398.7K | 0.01% | −8,353−73.8% | Reduced |
| Axxcess Wealth Management, LLC | 2,976 | $400.8K | 0.01% | −54−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $404.0K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,023 | $407.1K | 0.02% | −880−22.5% | Reduced |
| SFMG, LLC | 3,030 | $408.1K | 0.03% | +227+8.1% | Added |
| Farther Finance Advisors, LLC | 3,044 | $409.9K | 0.01% | +822+37.0% | Added |
| RSM US Wealth Management LLC | 3,053 | $411.2K | 0.01% | −2,867−48.4% | Reduced |
| LifePlan Financial, LLC | 3,062 | $412.4K | 0.33% | −107−3.4% | Reduced |
| Kovack Advisors, Inc. | 3,064 | $412.6K | 0.04% | −404−11.6% | Reduced |
| Nautilus Advisors LLC | 3,092 | $416.4K | 0.28% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 3,110 | $418.8K | 0.33% | +3,110 | New |
| Harbor Capital Advisors, Inc. | 3,113 | $419.0K | 0.03% | +79+2.6% | Added |
| Empirical Finance, LLC | 3,125 | $420.8K | 0.02% | +42+1.4% | Added |
| Diversify Wealth Management, LLC | 3,227 | $422.2K | 0.02% | +1,272+65.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $425.7K | 0.00% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,165 | $426.2K | 0.29% | 00.0% | Unchanged |
| First National Trust Co | 3,189 | $429.5K | 0.01% | −678−17.5% | Reduced |
| XTX Topco Ltd | 3,192 | $429.9K | 0.02% | −32,711−91.1% | Reduced |
| Financial Advisory Corp | 3,194 | $430.0K | 0.12% | +554+21.0% | Added |
| Federated Hermes, Inc. | 3,204 | $431.5K | 0.00% | +370+13.1% | Added |
| Merit Financial Group, LLC | 3,221 | $433.8K | 0.00% | −611−15.9% | Reduced |
| GFS Advisors, LLC | 3,260 | $439.0K | 0.06% | +3,260 | New |
| Pensionmark Financial Group, LLC | 3,272 | $440.6K | 0.01% | +518+18.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,326 | $440.7K | 0.01% | +3,326 | New |
| Cresset Asset Management, LLC | 3,282 | $441.9K | 0.00% | −45,138−93.2% | Reduced |
| Chase Investment Counsel Corp | 3,284 | $442.0K | 0.13% | −392−10.7% | Reduced |
| BancorpSouth Bank | 3,286 | $442.5K | 0.03% | −34,770−91.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,286 | $442.5K | 0.00% | +1,439+77.9% | Added |
| New Age Alpha Advisors, LLC | 3,315 | $446.4K | 0.02% | −518−13.5% | Reduced |
| Milestones Private Investment Advisors LLC | 3,346 | $450.6K | 0.31% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3,354 | $451.7K | 0.23% | −369−9.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,431 | $462.0K | 0.01% | −3,503−50.5% | Reduced |
| Park Avenue Securities LLC | 3,452 | $465.0K | 0.00% | −122−3.4% | Reduced |
| STRS Ohio | 3,455 | $465.3K | 0.00% | +332+10.6% | Added |
| Dover Advisors, LLC | 3,476 | $468.1K | 0.19% | −258−6.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,479 | $468.5K | 0.01% | −1,208−25.8% | Reduced |
| Gs Investments, Inc. | 3,485 | $469.3K | 0.23% | −4,000−53.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,486 | $469.5K | 0.02% | −268−7.1% | Reduced |
| Larson Financial Group LLC | 3,517 | $473.6K | 0.02% | −98−2.7% | Reduced |
| Atlas Brown,Inc. | 3,517 | $473.6K | 0.14% | +51+1.5% | Added |
| Miller Investment Management, LP | 3,550 | $478.1K | 0.05% | −2,450−40.8% | Reduced |
| Invera Wealth Advisors, LLC | 3,556 | $478.9K | 0.30% | +3,556 | New |
| Pinnacle Associates Ltd | 3,560 | $479.5K | 0.01% | −988−21.7% | Reduced |
| Exencial Wealth Advisors, LLC | 3,565 | $480.1K | 0.02% | +1,867+110.0% | Added |
| TLWM | 3,571 | $480.9K | 0.09% | +200+5.9% | Added |
| Rakuten Securities, Inc. | 3,587 | $483.1K | 0.18% | +3,474+3,074.3% | Added |
| Vident Advisory, LLC | 3,591 | $483.7K | 0.00% | +235+7.0% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,661 | $493.0K | 0.03% | +3,661 | New |
| Piscataqua Savings Bank | 3,667 | $493.8K | 0.39% | −65−1.7% | Reduced |
| Fiduciary Trust Co | 3,670 | $494.2K | 0.01% | +1,377+60.1% | Added |
| Tompkins Financial Corp | 3,680 | $495.6K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,683 | $496.0K | 0.01% | −2−0.1% | Reduced |
| Hudson Bay Capital Management LP | 3,690 | $496.9K | 0.00% | +1,377+59.5% | Added |
| Perigon Wealth Management, LLC | 3,750 | $505.0K | 0.01% | −835−18.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,750 | $505.0K | 0.33% | +300+8.7% | Added |
| Grove Bank & Trust | 3,760 | $506.4K | 0.06% | +266+7.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,803 | $512.1K | 0.03% | −477−11.1% | Reduced |
| Squarepoint Ops LLC | 3,808 | $512.8K | 0.00% | −505,774−99.3% | Reduced |
| Delta Financial Advisors LLC | 3,814 | $513.7K | 0.15% | −19−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,833 | $516.2K | 0.00% | −1,612−29.6% | Reduced |
| MUFG Securities Americas Inc. | 3,851 | $518.6K | 0.03% | +459+13.5% | Added |
| Sciencast Management LP | 3,860 | $519.8K | 0.10% | +3,860 | New |
| Keynote Financial Services LLC | 3,867 | $520.8K | 0.31% | +1,305+50.9% | Added |
| XML Financial, LLC | 3,949 | $531.8K | 0.04% | +1,760+80.4% | Added |
| Robeco Institutional Asset Management B.V. | 3,984 | $536.5K | 0.00% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 4,011 | $540.2K | 0.01% | +247+6.6% | Added |
| First Manhattan Co | 4,048 | $545.1K | 0.00% | −12,395−75.4% | Reduced |