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 |
|---|---|---|---|---|---|
| Vickerman Investment Advisors, Inc. | 17,502 | $2.36M | 0.48% | +1,110+6.8% | Added |
| Delta Global Management LP | 17,495 | $2.36M | 0.17% | +3,939+29.1% | Added |
| Colony Group, LLC | 17,256 | $2.32M | 0.00% | −1,573−8.4% | Reduced |
| Empowered Funds, LLC | 17,225 | $2.32M | 0.02% | −52−0.3% | Reduced |
| Oak Asset Management, LLC | 17,141 | $2.31M | 0.79% | −1,140−6.2% | Reduced |
| OP Asset Management Ltd | 16,942 | $2.28M | 0.03% | +234+1.4% | Added |
| Koa Wealth Management, LLC | 16,834 | $2.27M | 1.68% | −412−2.4% | Reduced |
| Elo Mutual Pension Insurance Co | 16,829 | $2.27M | 0.04% | +2,683+19.0% | Added |
| Jones Financial Companies LLLP | 17,074 | $2.26M | 0.00% | +3,301+24.0% | Added |
| Commerce Bank | 16,492 | $2.22M | 0.01% | −1,993−10.8% | Reduced |
| Groupama Asset Managment | 16,399 | $2.21M | 0.03% | +947+6.1% | Added |
| Kestra Advisory Services, LLC | 16,264 | $2.19M | 0.01% | −703−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 16,255 | $2.19M | 0.03% | +3,061+23.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 16,233 | $2.19M | 0.06% | −8,024−33.1% | Reduced |
| Liberty Capital Management, Inc. | 16,107 | $2.17M | 0.41% | −6,505−28.8% | Reduced |
| Shelton Capital Management | 15,963 | $2.15M | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,482 | $2.08M | 0.02% | −2,080−11.8% | Reduced |
| Quadrature Capital Ltd | 15,483 | $2.08M | 0.02% | +15,483 | New |
| Cambridge Investment Research Advisors, Inc. | 15,385 | $2.07M | 0.01% | +1,598+11.6% | Added |
| State of Alaska, Department of Revenue | 15,326 | $2.06M | 0.02% | −1,850−10.8% | Reduced |
| Intact Investment Management Inc. | 15,300 | $2.06M | 0.06% | +200+1.3% | Added |
| Addison Capital Co | 15,295 | $2.06M | 0.61% | −891−5.5% | Reduced |
| Morton Community Bank | 15,677 | $2.06M | 0.48% | +1,300+9.0% | Added |
| Ar Asset Management Inc | 15,200 | $2.05M | 0.43% | +3,300+27.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,161 | $2.04M | 0.00% | −1,397−8.4% | Reduced |
| Mackenzie Financial Corp | 15,112 | $2.04M | 0.00% | −38,455−71.8% | Reduced |
| TCG Advisory Services, LLC | 14,938 | $2.01M | 0.07% | −13,700−47.8% | Reduced |
| 1832 Asset Management L.P. | 14,723 | $1.98M | 0.00% | +2,079+16.4% | Added |
| GHP Investment Advisors, Inc. | 14,300 | $1.93M | 0.08% | −2,753−16.1% | Reduced |
| Wesbanco Bank Inc | 14,293 | $1.92M | 0.05% | −29,036−67.0% | Reduced |
| Yousif Capital Management, LLC | 14,143 | $1.90M | 0.02% | −2,325−14.1% | Reduced |
| NEOS Investment Management LLC | 14,125 | $1.90M | 0.01% | +5,009+54.9% | Added |
| LMR Partners LLP | 13,993 | $1.88M | 0.02% | −21,400−60.5% | Reduced |
| Ostrum Asset Management | 13,847 | $1.86M | 0.08% | +5,551+66.9% | Added |
| Bridgefront Capital, LLC | 13,740 | $1.85M | 0.54% | +13,740 | New |
| Apollon Wealth Management, LLC | 13,634 | $1.84M | 0.03% | +7,163+110.7% | Added |
| Occudo Quantitative Strategies LP | 13,499 | $1.82M | 0.22% | +1,151+9.3% | Added |
| RNC Capital Management LLC | 13,484 | $1.82M | 0.08% | −77−0.6% | Reduced |
| Northcape Wealth Management, LLC | 13,442 | $1.81M | 0.53% | +801+6.3% | Added |
| CIBC World Markets Inc. | 13,323 | $1.79M | 0.00% | −6,404−32.5% | Reduced |
| Fulton Bank, N.A. | 13,279 | $1.79M | 0.06% | +982+8.0% | Added |
| Burney Co | 13,246 | $1.78M | 0.06% | −15−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 12,977 | $1.75M | 0.01% | −3,249−20.0% | Reduced |
| CAPROCK Group, Inc. | 10,772 | $1.74M | 0.04% | +10,772 | New |
| Howe & Rusling Inc | 12,820 | $1.73M | 0.12% | −1,241−8.8% | Reduced |
| JustInvest LLC | 12,816 | $1.73M | 0.02% | −1,864−12.7% | Reduced |
| Summit Trail Advisors, LLC | 12,788 | $1.72M | 0.02% | +7,199+128.8% | Added |
| HB Wealth Management, LLC | 12,699 | $1.71M | 0.01% | −634−4.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,608 | $1.70M | 0.98% | +389+3.2% | Added |
| Linscomb & Williams, Inc. | 12,538 | $1.69M | 0.07% | −1,824−12.7% | Reduced |
| Mizuho Securities USA LLC | 10,399 | $1.68M | 0.03% | −182−1.7% | Reduced |
| Neuberger Berman Group LLC | 12,406 | $1.67M | 0.00% | −1,368−9.9% | Reduced |
| Balyasny Asset Management LLC | 12,365 | $1.67M | 0.00% | +1,337+12.1% | Added |
| Richard Bernstein Advisors LLC | 12,264 | $1.65M | 0.05% | −15,078−55.1% | Reduced |
| Great Valley Advisor Group, Inc. | 12,266 | $1.65M | 0.03% | +4,123+50.6% | Added |
| Teachers Retirement System of the State of Kentucky | 12,225 | $1.65M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 12,168 | $1.64M | 0.01% | −796−6.1% | Reduced |
| Stableford Capital II LLC | 12,063 | $1.62M | 0.59% | +69+0.6% | Added |
| Shorepoint Capital Partners LLC | 12,044 | $1.62M | 0.32% | +12,044 | New |
| Plimoth Trust Co LLC | 12,023 | $1.62M | 0.37% | +1,322+12.4% | Added |
| Capstone Investment Advisors, LLC | 12,018 | $1.62M | 0.01% | +2,069+20.8% | Added |
| Lee Danner & Bass Inc | 11,919 | $1.61M | 0.12% | −4,066−25.4% | Reduced |
| ISAM Funds (UK) Ltd | 11,721 | $1.58M | 0.32% | +11,721 | New |
| Capital International Sarl | 11,591 | $1.56M | 0.03% | −13,348−53.5% | Reduced |
| Vista Investment Management | 11,500 | $1.55M | 0.54% | +224+2.0% | Added |
| Public Sector Pension Investment Board | 11,413 | $1.54M | 0.01% | −23,143−67.0% | Reduced |
| Quest Partners LLC | 11,297 | $1.52M | 0.10% | +6,119+118.2% | Added |
| Atria Investments LLC | 11,180 | $1.51M | 0.02% | −3,988−26.3% | Reduced |
| Private Trust Co NA | 11,001 | $1.48M | 0.13% | +75+0.7% | Added |
| Jacobi Capital Management LLC | 10,948 | $1.47M | 0.09% | +2,263+26.1% | Added |
| Patten & Patten Inc | 10,913 | $1.47M | 0.09% | −345−3.1% | Reduced |
| BKD Wealth Advisors, LLC | 10,878 | $1.46M | 0.03% | −804−6.9% | Reduced |
| Nomura Holdings Inc | 10,833 | $1.46M | 0.01% | +10,833 | New |
| Macquarie Group Ltd | 10,451 | $1.41M | 0.00% | −1,751−14.4% | Reduced |
| Davenport & Co LLC | 10,363 | $1.40M | 0.01% | −211,014−95.3% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $1.39M | 0.31% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10,282 | $1.38M | 0.02% | +41+0.4% | Added |
| Schroder Investment Management Group | 10,146 | $1.37M | 0.00% | +4,648+84.5% | Added |
| Steward Partners Investment Advisory, LLC | 10,142 | $1.37M | 0.01% | −2,024−16.6% | Reduced |
| Fragasso Group Inc. | 9,484 | $1.35M | 0.08% | +9,484 | New |
| MAI Capital Management | 9,885 | $1.33M | 0.01% | +3,468+54.0% | Added |
| Plato Investment Management Ltd | 9,908 | $1.32M | 0.09% | +2,414+32.2% | Added |
| Alpha Omega Wealth Management LLC | 9,781 | $1.32M | 0.22% | −485−4.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,552 | $1.28M | 0.01% | +1,141+13.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $1.28M | 0.00% | −185−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 9,370 | $1.26M | 0.01% | +1,035+12.4% | Added |
| West Oak Capital, LLC | 9,328 | $1.26M | 0.50% | −215−2.3% | Reduced |
| Brown Advisory Inc | 9,146 | $1.23M | 0.00% | +91+1.0% | Added |
| Sterling Capital Management LLC | 9,111 | $1.23M | 0.02% | +245+2.8% | Added |
| Fayez Sarofim & Co | 9,100 | $1.23M | 0.00% | −150−1.6% | Reduced |
| Kentucky Retirement Systems | 9,072 | $1.22M | 0.03% | −1,013−10.0% | Reduced |
| Benedict Financial Advisors Inc | 9,061 | $1.22M | 0.26% | +823+10.0% | Added |
| Ally Financial Inc. | 9,000 | $1.21M | 0.15% | +4,000+80.0% | Added |
| Portside Wealth Group, LLC | 8,971 | $1.21M | 0.17% | +7,357+455.8% | Added |
| TBH Global Asset Management, LLC | 8,892 | $1.20M | 0.23% | −57−0.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 8,818 | $1.19M | 0.18% | +8,818 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,755 | $1.18M | 0.02% | +8,755 | New |
| Premier Path Wealth Partners, LLC | 8,726 | $1.18M | 0.15% | +1,895+27.7% | Added |
| WealthPLAN Partners, LLC | 8,670 | $1.17M | 0.18% | +902+11.6% | Added |
| V. M. Manning & Co., Inc. | 7,201 | $1.16M | 1.06% | 00.0% | Unchanged |