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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Clark Wealth Partners | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $1.75K | 0.00% | −18−58.1% | Reduced |
| Family Legacy Financial Solutions, LLC | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 11 | $1.53K | 0.00% | +11 | New |
| Avalon Trust Co | 11 | $1.48K | 0.00% | +11 | New |
| Fairscale Capital, LLC | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 11 | $1.46K | 0.00% | +11 | New |
| Motco | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $1.35K | 0.00% | +5+100.0% | Added |
| Principia Wealth Advisory, LLC | 10 | $1.35K | 0.00% | +7+233.3% | Added |
| Quest 10 Wealth Builders, Inc. | 9 | $1.21K | 0.00% | −1−10.0% | Reduced |
| New Millennium Group LLC | 9 | $1.21K | 0.00% | −88−90.7% | Reduced |
| ORG Partners LLC | 8 | $1.08K | 0.00% | −7−46.7% | Reduced |
| Granite FO LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | −19−59.4% | Reduced |
| TSFG, LLC | 6 | $1.00K | 0.00% | +6 | New |
| PFS Partners, LLC | 7 | $943 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $808 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 5 | $688 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $674 | 0.00% | −10−66.7% | Reduced |
| Atwood & Palmer Inc | 5 | $674 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $674 | 0.00% | +1+25.0% | Added |
| Barrett & Company, Inc. | 5 | $673 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $673 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $539 | 0.00% | +1+33.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $538 | 0.00% | −28−87.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $538 | 0.00% | −1−20.0% | Reduced |
| Wealth Watch Advisors, INC | 3 | $404 | 0.00% | +3 | New |
| Guerra Advisors Inc | 3 | $404 | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 2 | $278 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $278 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $270 | 0.00% | −3−60.0% | Reduced |
| Tortoise Investment Management, LLC | 2 | $269 | 0.00% | −4−66.7% | Reduced |
| Dogwood Wealth Management LLC | 2 | $269 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $135 | 0.00% | −9−90.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $135 | 0.00% | −3−75.0% | Reduced |
| Core Alternative Capital | 1 | $135 | 0.00% | −2−66.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $135 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −723,795−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −126,700−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −112,774−100.0% | Sold out |
| Ami Asset Management Corp | 0 | $0 | 0.00% | −90,990−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −71,830−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −69,884−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −61,244−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −48,073−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −47,539−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −40,821−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −37,328−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −32,468−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −29,802−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −29,301−100.0% | Sold out |
| Savoir Faire Capital Management, L.P. | 0 | $0 | 0.00% | −28,725−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −27,786−100.0% | Sold out |
| Jacobs & Co | 0 | $0 | 0.00% | −24,578−100.0% | Sold out |
| WealthBridge Investment Counsel Inc. | 0 | $0 | 0.00% | −23,045−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −20,707−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −15,958−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −14,434−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,066−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,745−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,718−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −9,353−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,267−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,941−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −8,765−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,231−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,220−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −8,066−100.0% | Sold out |
| Dohj, LLC | 0 | $0 | 0.00% | −6,924−100.0% | Sold out |
| Triangle Securities Wealth Management | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| Fairbanks Capital Management, Inc. | 0 | $0 | 0.00% | −5,892−100.0% | Sold out |
| Barden Capital Management, Inc. | 0 | $0 | 0.00% | −5,733−100.0% | Sold out |
| Constant Guidance Financial LLC | 0 | $0 | 0.00% | −5,213−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Aurdan Capital Management, LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,259−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −4,152−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |