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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 8,567 | $1.15M | 0.00% | +430+5.3% | Added |
| Vontobel Holding Ltd. | 8,564 | $1.15M | 0.00% | +1,916+28.8% | Added |
| HBK Sorce Advisory LLC | 8,298 | $1.15M | 0.03% | −1,583−16.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 7,045 | $1.15M | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,482 | $1.14M | 0.01% | −2,960−25.9% | Reduced |
| Allworth Financial LP | 8,429 | $1.14M | 0.01% | −129−1.5% | Reduced |
| Toth Financial Advisory Corp | 8,364 | $1.13M | 0.12% | −2,918−25.9% | Reduced |
| Hartford Investment Management Co | 8,358 | $1.13M | 0.03% | −841−9.1% | Reduced |
| Valicenti Advisory Services Inc | 8,350 | $1.12M | 0.24% | +8,350 | New |
| HCR Wealth Advisors | 7,939 | $1.12M | 0.12% | +1,623+25.7% | Added |
| DoubleLine ETF Adviser LP | 8,254 | $1.11M | 0.34% | +8,254 | New |
| Oddo BHF Asset Management SAS | 8,194 | $1.10M | 0.04% | −1,278−13.5% | Reduced |
| Stablepoint Partners, LLC | 8,172 | $1.10M | 0.17% | +734+9.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,131 | $1.10M | 0.28% | −159−1.9% | Reduced |
| Freemont Management S.A. | 3,300 | $1.09M | 0.85% | −24,700−88.2% | Reduced |
| Mariner, LLC | 8,040 | $1.08M | 0.00% | −16,103−66.7% | Reduced |
| Central Trust Co | 7,888 | $1.06M | 0.02% | −2,276−22.4% | Reduced |
| Integrated Wealth Concepts LLC | 7,829 | $1.05M | 0.01% | −1,619−17.1% | Reduced |
| Archon Partners LLC | 7,825 | $1.05M | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,791 | $1.05M | 0.00% | −1,528−16.4% | Reduced |
| Wedbush Securities Inc | 7,731 | $1.04M | 0.03% | +5,200+205.5% | Added |
| Fifth Third Wealth Advisors LLC | 7,581 | $1.02M | 0.04% | +4,709+164.0% | Added |
| Oak Harvest Investment Services | 7,510 | $1.01M | 0.12% | −717−8.7% | Reduced |
| Louisiana State Employees Retirement System | 7,500 | $1.01M | 0.02% | −600−7.4% | Reduced |
| Norinchukin Bank, The | 7,496 | $1.01M | 0.01% | −662−8.1% | Reduced |
| Valeo Financial Advisors, LLC | 7,402 | $996.8K | 0.02% | −4,986−40.2% | Reduced |
| Argent Trust Co | 7,373 | $992.9K | 0.04% | −300−3.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,277 | $980.0K | 0.02% | −359−4.7% | Reduced |
| Ancora Advisors, LLC | 7,242 | $975.3K | 0.02% | −5,813−44.5% | Reduced |
| Maryland State Retirement & Pension System | 7,207 | $970.6K | 0.02% | +856+13.5% | Added |
| Horizon Investments, LLC | 7,159 | $956.6K | 0.01% | +1,776+33.0% | Added |
| Chiron Capital Management, LLC | 7,101 | $956.3K | 0.82% | +200+2.9% | Added |
| Invst, LLC | 7,099 | $956.1K | 0.11% | +36+0.5% | Added |
| Investment Management Corp of Ontario | 7,065 | $951.4K | 0.01% | +3,110+78.6% | Added |
| Norden Group LLC | 7,062 | $951.1K | 0.10% | +3,579+102.8% | Added |
| Banque Pictet & Cie SA | 7,060 | $950.8K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 7,052 | $949.7K | 0.10% | +33+0.5% | Added |
| Bayforest Capital Ltd | 6,974 | $939.2K | 0.45% | +6,856+5,810.2% | Added |
| Moody National Bank Trust Division | 6,972 | $938.9K | 0.08% | +398+6.1% | Added |
| New Mexico Educational Retirement Board | 6,921 | $932.0K | 0.03% | −400−5.5% | Reduced |
| AIA Group Ltd | 6,870 | $925.2K | 0.02% | +6,870 | New |
| Fifth Third Bancorp | 6,853 | $922.9K | 0.00% | −2,723−28.4% | Reduced |
| Securian Asset Management, Inc | 6,833 | $920.2K | 0.02% | −1,035−13.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,820 | $918.0K | 0.01% | −391−5.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 6,786 | $913.9K | 0.18% | −16,607−71.0% | Reduced |
| SWS Partners | 6,733 | $906.8K | 0.22% | +333+5.2% | Added |
| Prospera Financial Services Inc | 6,710 | $903.8K | 0.02% | +2,508+59.7% | Added |
| Whelan Financial | 6,684 | $900.2K | 0.29% | +2,930+78.1% | Added |
| Radnor Capital Management, LLC | 6,658 | $896.6K | 0.14% | −835−11.1% | Reduced |
| Cross Staff Investments Inc | 6,609 | $890.0K | 0.62% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,577 | $885.7K | 0.04% | −1,375−17.3% | Reduced |
| ExodusPoint Capital Management, LP | 6,515 | $877.4K | 0.01% | +6,515 | New |
| Platform Technology Partners | 6,407 | $862.8K | 0.21% | −122−1.9% | Reduced |
| Novem Group | 6,375 | $858.6K | 0.10% | +2,473+63.4% | Added |
| Brinker Capital Investments, LLC | 6,353 | $855.6K | 0.01% | −319−4.8% | Reduced |
| Anb Bank | 6,330 | $852.5K | 0.35% | +1,113+21.3% | Added |
| Parallel Advisors, LLC | 6,306 | $849.4K | 0.02% | −2,817−30.9% | Reduced |
| Portfolio Design Labs, LLC | 6,276 | $845.2K | 0.15% | +6,276 | New |
| Penobscot Investment Management Company, Inc. | 6,219 | $837.5K | 0.06% | +128+2.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,212 | $836.6K | 0.04% | −1,803−22.5% | Reduced |
| Beacon Pointe Advisors, LLC | 6,206 | $835.8K | 0.01% | −1,543−19.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 6,163 | $830.0K | 0.86% | −635−9.3% | Reduced |
| Miracle Mile Advisors, LLC | 6,158 | $829.3K | 0.01% | −8,120−56.9% | Reduced |
| Wealthfront Advisers LLC | 6,152 | $828.5K | 0.00% | +1,843+42.8% | Added |
| Buttonwood Financial Advisors Inc. | 6,114 | $823.4K | 0.28% | +4,045+195.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,863 | $814.7K | 0.00% | −588−9.1% | Reduced |
| Gibbs Wealth Management | 6,042 | $813.7K | 0.18% | +6,042 | New |
| Campbell & CO Investment Adviser LLC | 6,033 | $812.5K | 0.06% | +6,033 | New |
| Syntax Research, Inc. | 6,000 | $808.0K | 0.52% | +6,000 | New |
| Keeler Thomas Management LLC | 5,989 | $806.6K | 0.33% | +427+7.7% | Added |
| City Holding Co | 5,969 | $803.8K | 0.10% | −2,639−30.7% | Reduced |
| Marco Investment Management LLC | 5,946 | $800.7K | 0.06% | −100−1.7% | Reduced |
| Tectonic Advisors LLC | 5,941 | $800.1K | 0.04% | +309+5.5% | Added |
| Omers Administration Corp | 5,893 | $793.6K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 5,835 | $785.8K | 0.87% | +5,835 | New |
| Cobblestone Capital Advisors LLC | 5,828 | $784.8K | 0.04% | −271−4.4% | Reduced |
| Cim Investment Mangement Inc | 5,812 | $782.7K | 0.21% | −5,933−50.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,784 | $778.9K | 0.02% | −58−1.0% | Reduced |
| Moors & Cabot, Inc. | 5,693 | $766.7K | 0.03% | −819−12.6% | Reduced |
| Pinnacle Financial Partners Inc | 5,655 | $761.6K | 0.02% | −956−14.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,652 | $761.2K | 0.00% | −454−7.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,647 | $760.5K | 0.01% | −646−10.3% | Reduced |
| Allstate Corp | 5,636 | $759.0K | 0.02% | +5,636 | New |
| Mesirow Financial Investment Management, Inc. | 5,633 | $758.7K | 0.01% | −222−3.8% | Reduced |
| Granite Group Advisors, LLC | 5,630 | $758.2K | 0.46% | +5,630 | New |
| Stevens Capital Management LP | 5,609 | $755.0K | 0.10% | +1,904+51.4% | Added |
| Aberdeen Wealth Management LLC | 5,515 | $742.7K | 0.47% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,501 | $741.0K | 0.00% | −517−8.6% | Reduced |
| Citizens National Bank Trust Department | 5,469 | $736.5K | 0.13% | −164−2.9% | Reduced |
| Gateway Investment Advisers LLC | 5,454 | $734.5K | 0.01% | −75,512−93.3% | Reduced |
| Easterly Investment Partners LLC | 5,429 | $731.1K | 0.05% | +5,429 | New |
| Ascent Group, LLC | 5,420 | $729.9K | 0.03% | +5,420 | New |
| Metis Global Partners, LLC | 5,416 | $729.4K | 0.02% | −762−12.3% | Reduced |
| Pflug Koory, LLC | 5,372 | $723.4K | 0.34% | +33+0.6% | Added |
| Palisade Capital Management LLC | 5,350 | $720.5K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,343 | $719.5K | 0.02% | −1,899−26.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,304 | $714.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| FLC Capital Advisors | 5,295 | $713.1K | 0.14% | +702+15.3% | Added |