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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 4,049 | $545.3K | 0.02% | +40+1.0% | Added |
| TD Waterhouse Canada Inc. | 3,941 | $547.6K | 0.00% | −20,376−83.8% | Reduced |
| Cooper Financial Group | 4,082 | $549.7K | 0.06% | −189−4.4% | Reduced |
| Baldwin Investment Management, LLC | 4,102 | $552.4K | 0.06% | −4,380−51.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,137 | $557.1K | 0.22% | +770+22.9% | Added |
| CWM, LLC | 4,143 | $558.0K | 0.00% | −566−12.0% | Reduced |
| Concentric Capital Strategies, LP | 4,166 | $561.0K | 0.03% | +4,166 | New |
| FineMark National Bank & Trust | 4,183 | $563.3K | 0.02% | −4,162−49.9% | Reduced |
| Cherokee Insurance Co | 4,200 | $565.6K | 0.24% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,215 | $567.6K | 0.04% | +4,215 | New |
| Banco Santander, S.A. | 4,248 | $572.1K | 0.01% | +2,200+107.4% | Added |
| Avantax Planning Partners, Inc. | 4,262 | $574.0K | 0.02% | −21−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 4,298 | $578.8K | 0.02% | +4,298 | New |
| Independent Financial Group, LLC | 4,306 | $579.8K | 0.01% | +646+17.7% | Added |
| Summit Financial, LLC | 4,316 | $581.3K | 0.01% | −344−7.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,317 | $581.4K | 0.01% | +4,317 | New |
| Kennedy Investment Group | 4,317 | $581.4K | 0.23% | −584−11.9% | Reduced |
| Flagship Harbor Advisors, LLC | 4,392 | $591.4K | 0.03% | +474+12.1% | Added |
| Silvercrest Asset Management Group LLC | 4,402 | $592.8K | 0.00% | +10+0.2% | Added |
| Choate Investment Advisors | 4,418 | $595.0K | 0.01% | −278−5.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,530 | $610.0K | 0.01% | −60,878−93.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,550 | $612.7K | 0.01% | −333−6.8% | Reduced |
| Candriam Luxembourg S.C.A. | 4,577 | $616.4K | 0.00% | −5,454−54.4% | Reduced |
| Benjamin Edwards Inc | 4,601 | $620.0K | 0.01% | −429−8.5% | Reduced |
| Longfellow Investment Management Co LLC | 4,625 | $622.8K | 0.15% | +1,098+31.1% | Added |
| B&L Asset Management LLC | 4,632 | $623.8K | 0.32% | +40+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 4,638 | $624.6K | 0.00% | −26,247−85.0% | Reduced |
| Generali Asset Management SPA SGR | 4,659 | $627.4K | 0.01% | −12,910−73.5% | Reduced |
| Legacy Private Trust Co. | 4,675 | $629.6K | 0.04% | −1,564−25.1% | Reduced |
| Round Rock Advisors, LLC | 4,714 | $634.8K | 0.10% | −2,465−34.3% | Reduced |
| Walleye Capital LLC | 4,774 | $642.9K | 0.01% | −20,994−81.5% | Reduced |
| Malaga Cove Capital, LLC | 4,780 | $643.7K | 0.23% | +2,063+75.9% | Added |
| EverSource Wealth Advisors, LLC | 4,822 | $649.4K | 0.03% | +490+11.3% | Added |
| Kingswood Wealth Advisors, LLC | 4,828 | $650.2K | 0.04% | +1,683+53.5% | Added |
| one8zero8, LLC | 4,867 | $655.4K | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,734 | $661.4K | 0.01% | −1,392−22.7% | Reduced |
| Neumann Capital Management, LLC | 4,912 | $661.5K | 0.19% | −25−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,924 | $663.1K | 0.04% | −233−4.5% | Reduced |
| Garner Asset Management Corp | 4,917 | $664.9K | 0.27% | +950+23.9% | Added |
| Ilex Capital Partners (UK) LLP | 4,955 | $667.3K | 0.02% | +4,955 | New |
| Peapack Gladstone Financial Corp | 4,962 | $669.0K | 0.01% | −1,764−26.2% | Reduced |
| Fortress Private Ledger, LLC | 5,094 | $686.0K | 0.25% | +56+1.1% | Added |
| Assetmark, Inc | 5,163 | $695.3K | 0.00% | +1,484+40.3% | Added |
| Assenagon Asset Management S.A. | 5,192 | $699.2K | 0.00% | −78,464−93.8% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $708.2K | 0.06% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 5,289 | $712.3K | 0.56% | −284−5.1% | Reduced |
| FLC Capital Advisors | 5,295 | $713.1K | 0.14% | +702+15.3% | Added |
| Shelter Ins Retirement Plan | 5,300 | $713.8K | 0.79% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 5,300 | $713.8K | 0.63% | +775+17.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,304 | $714.3K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,343 | $719.5K | 0.02% | −1,899−26.2% | Reduced |
| Palisade Capital Management LLC | 5,350 | $720.5K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,372 | $723.4K | 0.34% | +33+0.6% | Added |
| Metis Global Partners, LLC | 5,416 | $729.4K | 0.02% | −762−12.3% | Reduced |
| Ascent Group, LLC | 5,420 | $729.9K | 0.03% | +5,420 | New |
| Easterly Investment Partners LLC | 5,429 | $731.1K | 0.05% | +5,429 | New |
| Gateway Investment Advisers LLC | 5,454 | $734.5K | 0.01% | −75,512−93.3% | Reduced |
| Citizens National Bank Trust Department | 5,469 | $736.5K | 0.13% | −164−2.9% | Reduced |
| Thrivent Financial for Lutherans | 5,501 | $741.0K | 0.00% | −517−8.6% | Reduced |
| Aberdeen Wealth Management LLC | 5,515 | $742.7K | 0.47% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,609 | $755.0K | 0.10% | +1,904+51.4% | Added |
| Granite Group Advisors, LLC | 5,630 | $758.2K | 0.46% | +5,630 | New |
| Mesirow Financial Investment Management, Inc. | 5,633 | $758.7K | 0.01% | −222−3.8% | Reduced |
| Allstate Corp | 5,636 | $759.0K | 0.02% | +5,636 | New |
| Williams Jones Wealth Management, LLC. | 5,647 | $760.5K | 0.01% | −646−10.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,652 | $761.2K | 0.00% | −454−7.4% | Reduced |
| Pinnacle Financial Partners Inc | 5,655 | $761.6K | 0.02% | −956−14.5% | Reduced |
| Moors & Cabot, Inc. | 5,693 | $766.7K | 0.03% | −819−12.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,784 | $778.9K | 0.02% | −58−1.0% | Reduced |
| Cim Investment Mangement Inc | 5,812 | $782.7K | 0.21% | −5,933−50.5% | Reduced |
| Cobblestone Capital Advisors LLC | 5,828 | $784.8K | 0.04% | −271−4.4% | Reduced |
| Sage Investment Counsel LLC | 5,835 | $785.8K | 0.87% | +5,835 | New |
| Omers Administration Corp | 5,893 | $793.6K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,941 | $800.1K | 0.04% | +309+5.5% | Added |
| Marco Investment Management LLC | 5,946 | $800.7K | 0.06% | −100−1.7% | Reduced |
| City Holding Co | 5,969 | $803.8K | 0.10% | −2,639−30.7% | Reduced |
| Keeler Thomas Management LLC | 5,989 | $806.6K | 0.33% | +427+7.7% | Added |
| Syntax Research, Inc. | 6,000 | $808.0K | 0.52% | +6,000 | New |
| Campbell & CO Investment Adviser LLC | 6,033 | $812.5K | 0.06% | +6,033 | New |
| Gibbs Wealth Management | 6,042 | $813.7K | 0.18% | +6,042 | New |
| Allspring Global Investments Holdings, LLC | 5,863 | $814.7K | 0.00% | −588−9.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 6,114 | $823.4K | 0.28% | +4,045+195.5% | Added |
| Wealthfront Advisers LLC | 6,152 | $828.5K | 0.00% | +1,843+42.8% | Added |
| Miracle Mile Advisors, LLC | 6,158 | $829.3K | 0.01% | −8,120−56.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 6,163 | $830.0K | 0.86% | −635−9.3% | Reduced |
| Beacon Pointe Advisors, LLC | 6,206 | $835.8K | 0.01% | −1,543−19.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,212 | $836.6K | 0.04% | −1,803−22.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,219 | $837.5K | 0.06% | +128+2.1% | Added |
| Portfolio Design Labs, LLC | 6,276 | $845.2K | 0.15% | +6,276 | New |
| Parallel Advisors, LLC | 6,306 | $849.4K | 0.02% | −2,817−30.9% | Reduced |
| Anb Bank | 6,330 | $852.5K | 0.35% | +1,113+21.3% | Added |
| Brinker Capital Investments, LLC | 6,353 | $855.6K | 0.01% | −319−4.8% | Reduced |
| Novem Group | 6,375 | $858.6K | 0.10% | +2,473+63.4% | Added |
| Platform Technology Partners | 6,407 | $862.8K | 0.21% | −122−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 6,515 | $877.4K | 0.01% | +6,515 | New |
| Trust Co of Vermont | 6,577 | $885.7K | 0.04% | −1,375−17.3% | Reduced |
| Cross Staff Investments Inc | 6,609 | $890.0K | 0.62% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 6,658 | $896.6K | 0.14% | −835−11.1% | Reduced |
| Whelan Financial | 6,684 | $900.2K | 0.29% | +2,930+78.1% | Added |
| Prospera Financial Services Inc | 6,710 | $903.8K | 0.02% | +2,508+59.7% | Added |