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.
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 | 1,039 | $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 |
|---|---|---|---|---|---|
| SWS Partners | 6,733 | $906.8K | 0.22% | +333+5.2% | Added |
| Blue Zone Wealth Advisors, LLC | 6,786 | $913.9K | 0.18% | −16,607−71.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,820 | $918.0K | 0.01% | −391−5.4% | Reduced |
| Securian Asset Management, Inc | 6,833 | $920.2K | 0.02% | −1,035−13.2% | Reduced |
| Fifth Third Bancorp | 6,853 | $922.9K | 0.00% | −2,723−28.4% | Reduced |
| AIA Group Ltd | 6,870 | $925.2K | 0.02% | +6,870 | New |
| New Mexico Educational Retirement Board | 6,921 | $932.0K | 0.03% | −400−5.5% | Reduced |
| Moody National Bank Trust Division | 6,972 | $938.9K | 0.08% | +398+6.1% | Added |
| Bayforest Capital Ltd | 6,974 | $939.2K | 0.45% | +6,856+5,810.2% | Added |
| Linden Thomas Advisory Services, LLC | 7,052 | $949.7K | 0.10% | +33+0.5% | Added |
| Banque Pictet & Cie SA | 7,060 | $950.8K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 7,062 | $951.1K | 0.10% | +3,579+102.8% | Added |
| Investment Management Corp of Ontario | 7,065 | $951.4K | 0.01% | +3,110+78.6% | Added |
| Invst, LLC | 7,099 | $956.1K | 0.11% | +36+0.5% | Added |
| Chiron Capital Management, LLC | 7,101 | $956.3K | 0.82% | +200+2.9% | Added |
| Horizon Investments, LLC | 7,159 | $956.6K | 0.01% | +1,776+33.0% | Added |
| Maryland State Retirement & Pension System | 7,207 | $970.6K | 0.02% | +856+13.5% | Added |
| Ancora Advisors, LLC | 7,242 | $975.3K | 0.02% | −5,813−44.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,277 | $980.0K | 0.02% | −359−4.7% | Reduced |
| Argent Trust Co | 7,373 | $992.9K | 0.04% | −300−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 7,402 | $996.8K | 0.02% | −4,986−40.2% | Reduced |
| Norinchukin Bank, The | 7,496 | $1.01M | 0.01% | −662−8.1% | Reduced |
| Louisiana State Employees Retirement System | 7,500 | $1.01M | 0.02% | −600−7.4% | Reduced |
| Oak Harvest Investment Services | 7,510 | $1.01M | 0.12% | −717−8.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,581 | $1.02M | 0.04% | +4,709+164.0% | Added |
| Wedbush Securities Inc | 7,731 | $1.04M | 0.03% | +5,200+205.5% | Added |
| Mercer Global Advisors Inc | 7,791 | $1.05M | 0.00% | −1,528−16.4% | Reduced |
| Archon Partners LLC | 7,825 | $1.05M | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,829 | $1.05M | 0.01% | −1,619−17.1% | Reduced |
| Central Trust Co | 7,888 | $1.06M | 0.02% | −2,276−22.4% | Reduced |
| Mariner, LLC | 8,040 | $1.08M | 0.00% | −16,103−66.7% | Reduced |
| Freemont Management S.A. | 3,300 | $1.09M | 0.85% | −24,700−88.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,131 | $1.10M | 0.28% | −159−1.9% | Reduced |
| Stablepoint Partners, LLC | 8,172 | $1.10M | 0.17% | +734+9.9% | Added |
| Oddo BHF Asset Management SAS | 8,194 | $1.10M | 0.04% | −1,278−13.5% | Reduced |
| DoubleLine ETF Adviser LP | 8,254 | $1.11M | 0.34% | +8,254 | New |
| HCR Wealth Advisors | 7,939 | $1.12M | 0.12% | +1,623+25.7% | Added |
| Valicenti Advisory Services Inc | 8,350 | $1.12M | 0.24% | +8,350 | New |
| Hartford Investment Management Co | 8,358 | $1.13M | 0.03% | −841−9.1% | Reduced |
| Toth Financial Advisory Corp | 8,364 | $1.13M | 0.12% | −2,918−25.9% | Reduced |
| Allworth Financial LP | 8,429 | $1.14M | 0.01% | −129−1.5% | Reduced |
| Private Advisor Group, LLC | 8,482 | $1.14M | 0.01% | −2,960−25.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 7,045 | $1.15M | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,298 | $1.15M | 0.03% | −1,583−16.0% | Reduced |
| Vontobel Holding Ltd. | 8,564 | $1.15M | 0.00% | +1,916+28.8% | Added |
| Allianz Asset Management GmbH | 8,567 | $1.15M | 0.00% | +430+5.3% | Added |
| V. M. Manning & Co., Inc. | 7,201 | $1.16M | 1.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 8,670 | $1.17M | 0.18% | +902+11.6% | Added |
| Premier Path Wealth Partners, LLC | 8,726 | $1.18M | 0.15% | +1,895+27.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,755 | $1.18M | 0.02% | +8,755 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 8,818 | $1.19M | 0.18% | +8,818 | New |
| TBH Global Asset Management, LLC | 8,892 | $1.20M | 0.23% | −57−0.6% | Reduced |
| Portside Wealth Group, LLC | 8,971 | $1.21M | 0.17% | +7,357+455.8% | Added |
| Ally Financial Inc. | 9,000 | $1.21M | 0.15% | +4,000+80.0% | Added |
| Benedict Financial Advisors Inc | 9,061 | $1.22M | 0.26% | +823+10.0% | Added |
| Kentucky Retirement Systems | 9,072 | $1.22M | 0.03% | −1,013−10.0% | Reduced |
| Fayez Sarofim & Co | 9,100 | $1.23M | 0.00% | −150−1.6% | Reduced |
| Sterling Capital Management LLC | 9,111 | $1.23M | 0.02% | +245+2.8% | Added |
| Brown Advisory Inc | 9,146 | $1.23M | 0.00% | +91+1.0% | Added |
| West Oak Capital, LLC | 9,328 | $1.26M | 0.50% | −215−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,370 | $1.26M | 0.01% | +1,035+12.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $1.28M | 0.00% | −185−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,552 | $1.28M | 0.01% | +1,141+13.6% | Added |
| Alpha Omega Wealth Management LLC | 9,781 | $1.32M | 0.22% | −485−4.7% | Reduced |
| Plato Investment Management Ltd | 9,908 | $1.32M | 0.09% | +2,414+32.2% | Added |
| MAI Capital Management | 9,885 | $1.33M | 0.01% | +3,468+54.0% | Added |
| Fragasso Group Inc. | 9,484 | $1.35M | 0.08% | +9,484 | New |
| Steward Partners Investment Advisory, LLC | 10,142 | $1.37M | 0.01% | −2,024−16.6% | Reduced |
| Schroder Investment Management Group | 10,146 | $1.37M | 0.00% | +4,648+84.5% | Added |
| Principal Securities, Inc. | 10,282 | $1.38M | 0.02% | +41+0.4% | Added |
| Shelter Mutual Insurance Co | 10,300 | $1.39M | 0.31% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,363 | $1.40M | 0.01% | −211,014−95.3% | Reduced |
| Macquarie Group Ltd | 10,451 | $1.41M | 0.00% | −1,751−14.4% | Reduced |
| Nomura Holdings Inc | 10,833 | $1.46M | 0.01% | +10,833 | New |
| BKD Wealth Advisors, LLC | 10,878 | $1.46M | 0.03% | −804−6.9% | Reduced |
| Patten & Patten Inc | 10,913 | $1.47M | 0.09% | −345−3.1% | Reduced |
| Jacobi Capital Management LLC | 10,948 | $1.47M | 0.09% | +2,263+26.1% | Added |
| Private Trust Co NA | 11,001 | $1.48M | 0.13% | +75+0.7% | Added |
| Atria Investments LLC | 11,180 | $1.51M | 0.02% | −3,988−26.3% | Reduced |
| Quest Partners LLC | 11,297 | $1.52M | 0.10% | +6,119+118.2% | Added |
| Public Sector Pension Investment Board | 11,413 | $1.54M | 0.01% | −23,143−67.0% | Reduced |
| Vista Investment Management | 11,500 | $1.55M | 0.54% | +224+2.0% | Added |
| Capital International Sarl | 11,591 | $1.56M | 0.03% | −13,348−53.5% | Reduced |
| ISAM Funds (UK) Ltd | 11,721 | $1.58M | 0.32% | +11,721 | New |
| Lee Danner & Bass Inc | 11,919 | $1.61M | 0.12% | −4,066−25.4% | Reduced |
| Capstone Investment Advisors, LLC | 12,018 | $1.62M | 0.01% | +2,069+20.8% | Added |
| Plimoth Trust Co LLC | 12,023 | $1.62M | 0.37% | +1,322+12.4% | Added |
| Shorepoint Capital Partners LLC | 12,044 | $1.62M | 0.32% | +12,044 | New |
| Stableford Capital II LLC | 12,063 | $1.62M | 0.59% | +69+0.6% | Added |
| Rafferty Asset Management, LLC | 12,168 | $1.64M | 0.01% | −796−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,225 | $1.65M | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 12,266 | $1.65M | 0.03% | +4,123+50.6% | Added |
| Richard Bernstein Advisors LLC | 12,264 | $1.65M | 0.05% | −15,078−55.1% | Reduced |
| Balyasny Asset Management LLC | 12,365 | $1.67M | 0.00% | +1,337+12.1% | Added |
| Neuberger Berman Group LLC | 12,406 | $1.67M | 0.00% | −1,368−9.9% | Reduced |
| Mizuho Securities USA LLC | 10,399 | $1.68M | 0.03% | −182−1.7% | Reduced |
| Linscomb & Williams, Inc. | 12,538 | $1.69M | 0.07% | −1,824−12.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,608 | $1.70M | 0.98% | +389+3.2% | Added |
| HB Wealth Management, LLC | 12,699 | $1.71M | 0.01% | −634−4.8% | Reduced |
| Summit Trail Advisors, LLC | 12,788 | $1.72M | 0.02% | +7,199+128.8% | Added |