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 |
|---|---|---|---|---|---|
| Canandaigua National Trust Co of Florida | 5,289 | $712.3K | 0.56% | −284−5.1% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $708.2K | 0.06% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,192 | $699.2K | 0.00% | −78,464−93.8% | Reduced |
| Assetmark, Inc | 5,163 | $695.3K | 0.00% | +1,484+40.3% | Added |
| Fortress Private Ledger, LLC | 5,094 | $686.0K | 0.25% | +56+1.1% | Added |
| Peapack Gladstone Financial Corp | 4,962 | $669.0K | 0.01% | −1,764−26.2% | Reduced |
| Ilex Capital Partners (UK) LLP | 4,955 | $667.3K | 0.02% | +4,955 | New |
| Garner Asset Management Corp | 4,917 | $664.9K | 0.27% | +950+23.9% | Added |
| Siemens Fonds Invest GmbH | 4,924 | $663.1K | 0.04% | −233−4.5% | Reduced |
| Neumann Capital Management, LLC | 4,912 | $661.5K | 0.19% | −25−0.5% | Reduced |
| Mutual Advisors, LLC | 4,734 | $661.4K | 0.01% | −1,392−22.7% | Reduced |
| one8zero8, LLC | 4,867 | $655.4K | 0.14% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,828 | $650.2K | 0.04% | +1,683+53.5% | Added |
| EverSource Wealth Advisors, LLC | 4,822 | $649.4K | 0.03% | +490+11.3% | Added |
| Malaga Cove Capital, LLC | 4,780 | $643.7K | 0.23% | +2,063+75.9% | Added |
| Walleye Capital LLC | 4,774 | $642.9K | 0.01% | −20,994−81.5% | Reduced |
| Round Rock Advisors, LLC | 4,714 | $634.8K | 0.10% | −2,465−34.3% | Reduced |
| Legacy Private Trust Co. | 4,675 | $629.6K | 0.04% | −1,564−25.1% | Reduced |
| Generali Asset Management SPA SGR | 4,659 | $627.4K | 0.01% | −12,910−73.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,638 | $624.6K | 0.00% | −26,247−85.0% | Reduced |
| B&L Asset Management LLC | 4,632 | $623.8K | 0.32% | +40+0.9% | Added |
| Longfellow Investment Management Co LLC | 4,625 | $622.8K | 0.15% | +1,098+31.1% | Added |
| Benjamin Edwards Inc | 4,601 | $620.0K | 0.01% | −429−8.5% | Reduced |
| Candriam Luxembourg S.C.A. | 4,577 | $616.4K | 0.00% | −5,454−54.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,550 | $612.7K | 0.01% | −333−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,530 | $610.0K | 0.01% | −60,878−93.1% | Reduced |
| Choate Investment Advisors | 4,418 | $595.0K | 0.01% | −278−5.9% | Reduced |
| Silvercrest Asset Management Group LLC | 4,402 | $592.8K | 0.00% | +10+0.2% | Added |
| Flagship Harbor Advisors, LLC | 4,392 | $591.4K | 0.03% | +474+12.1% | Added |
| Kennedy Investment Group | 4,317 | $581.4K | 0.23% | −584−11.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,317 | $581.4K | 0.01% | +4,317 | New |
| Summit Financial, LLC | 4,316 | $581.3K | 0.01% | −344−7.4% | Reduced |
| Independent Financial Group, LLC | 4,306 | $579.8K | 0.01% | +646+17.7% | Added |
| Freestone Capital Holdings, LLC | 4,298 | $578.8K | 0.02% | +4,298 | New |
| Avantax Planning Partners, Inc. | 4,262 | $574.0K | 0.02% | −21−0.5% | Reduced |
| Banco Santander, S.A. | 4,248 | $572.1K | 0.01% | +2,200+107.4% | Added |
| Prelude Capital Management, LLC | 4,215 | $567.6K | 0.04% | +4,215 | New |
| Cherokee Insurance Co | 4,200 | $565.6K | 0.24% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,183 | $563.3K | 0.02% | −4,162−49.9% | Reduced |
| Concentric Capital Strategies, LP | 4,166 | $561.0K | 0.03% | +4,166 | New |
| CWM, LLC | 4,143 | $558.0K | 0.00% | −566−12.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,137 | $557.1K | 0.22% | +770+22.9% | Added |
| Baldwin Investment Management, LLC | 4,102 | $552.4K | 0.06% | −4,380−51.6% | Reduced |
| Cooper Financial Group | 4,082 | $549.7K | 0.06% | −189−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 3,941 | $547.6K | 0.00% | −20,376−83.8% | Reduced |
| Venture Visionary Partners LLC | 4,049 | $545.3K | 0.02% | +40+1.0% | Added |
| First Manhattan Co | 4,048 | $545.1K | 0.00% | −12,395−75.4% | Reduced |
| Pictet & Cie (Europe) SA | 4,011 | $540.2K | 0.01% | +247+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 3,984 | $536.5K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 3,949 | $531.8K | 0.04% | +1,760+80.4% | Added |
| Keynote Financial Services LLC | 3,867 | $520.8K | 0.31% | +1,305+50.9% | Added |
| Sciencast Management LP | 3,860 | $519.8K | 0.10% | +3,860 | New |
| MUFG Securities Americas Inc. | 3,851 | $518.6K | 0.03% | +459+13.5% | Added |
| CIBC Private Wealth Group, LLC | 3,833 | $516.2K | 0.00% | −1,612−29.6% | Reduced |
| Delta Financial Advisors LLC | 3,814 | $513.7K | 0.15% | −19−0.5% | Reduced |
| Squarepoint Ops LLC | 3,808 | $512.8K | 0.00% | −505,774−99.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,803 | $512.1K | 0.03% | −477−11.1% | Reduced |
| Grove Bank & Trust | 3,760 | $506.4K | 0.06% | +266+7.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,750 | $505.0K | 0.33% | +300+8.7% | Added |
| Perigon Wealth Management, LLC | 3,750 | $505.0K | 0.01% | −835−18.2% | Reduced |
| Hudson Bay Capital Management LP | 3,690 | $496.9K | 0.00% | +1,377+59.5% | Added |
| Crossmark Global Holdings, Inc. | 3,683 | $496.0K | 0.01% | −2−0.1% | Reduced |
| Tompkins Financial Corp | 3,680 | $495.6K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,670 | $494.2K | 0.01% | +1,377+60.1% | Added |
| Piscataqua Savings Bank | 3,667 | $493.8K | 0.39% | −65−1.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,661 | $493.0K | 0.03% | +3,661 | New |
| Vident Advisory, LLC | 3,591 | $483.7K | 0.00% | +235+7.0% | Added |
| Rakuten Securities, Inc. | 3,587 | $483.1K | 0.18% | +3,474+3,074.3% | Added |
| TLWM | 3,571 | $480.9K | 0.09% | +200+5.9% | Added |
| Exencial Wealth Advisors, LLC | 3,565 | $480.1K | 0.02% | +1,867+110.0% | Added |
| Pinnacle Associates Ltd | 3,560 | $479.5K | 0.01% | −988−21.7% | Reduced |
| Invera Wealth Advisors, LLC | 3,556 | $478.9K | 0.30% | +3,556 | New |
| Miller Investment Management, LP | 3,550 | $478.1K | 0.05% | −2,450−40.8% | Reduced |
| Atlas Brown,Inc. | 3,517 | $473.6K | 0.14% | +51+1.5% | Added |
| Larson Financial Group LLC | 3,517 | $473.6K | 0.02% | −98−2.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,486 | $469.5K | 0.02% | −268−7.1% | Reduced |
| Gs Investments, Inc. | 3,485 | $469.3K | 0.23% | −4,000−53.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,479 | $468.5K | 0.01% | −1,208−25.8% | Reduced |
| Dover Advisors, LLC | 3,476 | $468.1K | 0.19% | −258−6.9% | Reduced |
| STRS Ohio | 3,455 | $465.3K | 0.00% | +332+10.6% | Added |
| Park Avenue Securities LLC | 3,452 | $465.0K | 0.00% | −122−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 3,431 | $462.0K | 0.01% | −3,503−50.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,354 | $451.7K | 0.23% | −369−9.9% | Reduced |
| Milestones Private Investment Advisors LLC | 3,346 | $450.6K | 0.31% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,315 | $446.4K | 0.02% | −518−13.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,286 | $442.5K | 0.00% | +1,439+77.9% | Added |
| BancorpSouth Bank | 3,286 | $442.5K | 0.03% | −34,770−91.4% | Reduced |
| Chase Investment Counsel Corp | 3,284 | $442.0K | 0.13% | −392−10.7% | Reduced |
| Cresset Asset Management, LLC | 3,282 | $441.9K | 0.00% | −45,138−93.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,326 | $440.7K | 0.01% | +3,326 | New |
| Pensionmark Financial Group, LLC | 3,272 | $440.6K | 0.01% | +518+18.8% | Added |
| GFS Advisors, LLC | 3,260 | $439.0K | 0.06% | +3,260 | New |
| Merit Financial Group, LLC | 3,221 | $433.8K | 0.00% | −611−15.9% | Reduced |
| Federated Hermes, Inc. | 3,204 | $431.5K | 0.00% | +370+13.1% | Added |
| Financial Advisory Corp | 3,194 | $430.0K | 0.12% | +554+21.0% | Added |
| XTX Topco Ltd | 3,192 | $429.9K | 0.02% | −32,711−91.1% | Reduced |
| First National Trust Co | 3,189 | $429.5K | 0.01% | −678−17.5% | Reduced |
| Laraway Financial Inc | 3,165 | $426.2K | 0.29% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $425.7K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,227 | $422.2K | 0.02% | +1,272+65.1% | Added |