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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 3,125 | $420.8K | 0.02% | +42+1.4% | Added |
| Harbor Capital Advisors, Inc. | 3,113 | $419.0K | 0.03% | +79+2.6% | Added |
| Vanguard Capital Wealth Advisors | 3,110 | $418.8K | 0.33% | +3,110 | New |
| Nautilus Advisors LLC | 3,092 | $416.4K | 0.28% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,064 | $412.6K | 0.04% | −404−11.6% | Reduced |
| LifePlan Financial, LLC | 3,062 | $412.4K | 0.33% | −107−3.4% | Reduced |
| RSM US Wealth Management LLC | 3,053 | $411.2K | 0.01% | −2,867−48.4% | Reduced |
| Farther Finance Advisors, LLC | 3,044 | $409.9K | 0.01% | +822+37.0% | Added |
| SFMG, LLC | 3,030 | $408.1K | 0.03% | +227+8.1% | Added |
| Essex Financial Services, Inc. | 3,023 | $407.1K | 0.02% | −880−22.5% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $404.0K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,976 | $400.8K | 0.01% | −54−1.8% | Reduced |
| Citizens Financial Group Inc | 2,960 | $398.7K | 0.01% | −8,353−73.8% | Reduced |
| Byrne Asset Management LLC | 2,942 | $396.2K | 0.25% | −868−22.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,914 | $392.5K | 0.02% | −447−13.3% | Reduced |
| Quadrant Capital Group LLC | 2,896 | $390.0K | 0.01% | −2,983−50.7% | Reduced |
| 1620 Investment Advisors, Inc. | 2,887 | $388.8K | 0.26% | +65+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,881 | $388.0K | 0.00% | −1,779−38.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,859 | $385.0K | 0.21% | +2,859 | New |
| HighPoint Advisor Group LLC | 2,845 | $383.1K | 0.02% | +22+0.8% | Added |
| Banque Cantonale Vaudoise | 2,839 | $382.0K | 0.01% | +20+0.7% | Added |
| Personal Cfo Solutions, LLC | 2,831 | $381.2K | 0.07% | +704+33.1% | Added |
| Vestcor Inc | 2,829 | $381.0K | 0.01% | −776−21.5% | Reduced |
| First Horizon Corp | 2,819 | $379.6K | 0.02% | +2,819 | New |
| Welch & Forbes LLC | 2,806 | $377.9K | 0.00% | −2,235−44.3% | Reduced |
| CoreCap Advisors, LLC | 2,794 | $376.3K | 0.01% | −1,773−38.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,787 | $375.3K | 0.07% | −164−5.6% | Reduced |
| Unique Wealth Strategies, LLC | 2,773 | $373.5K | 0.15% | +447+19.2% | Added |
| Aviance Capital Partners, LLC | 2,766 | $372.5K | 0.04% | −16,081−85.3% | Reduced |
| Prentice Wealth Management LLC | 2,761 | $371.8K | 0.09% | −226−7.6% | Reduced |
| Formidable Asset Management, LLC | 2,265 | $368.5K | 0.06% | +423+23.0% | Added |
| MUFG Securities EMEA plc | 2,733 | $368.1K | 0.01% | +2,275+496.7% | Added |
| Resources Management Corp | 2,724 | $367.0K | 0.05% | −3,338−55.1% | Reduced |
| Gsa Capital Partners LLP | 2,712 | $365.0K | 0.03% | +2,712 | New |
| Keybank National Association | 2,709 | $364.8K | 0.00% | −928−25.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,697 | $363.2K | 0.01% | −691−20.4% | Reduced |
| Cornerstone Wealth Management, LLC | 2,687 | $361.9K | 0.02% | +2,687 | New |
| Cooper/Haims Advisors, LLC | 2,660 | $358.2K | 0.17% | −350−11.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,655 | $357.6K | 0.11% | −284−9.7% | Reduced |
| Twinbeech Capital LP | 2,653 | $357.3K | 0.01% | −24,279−90.1% | Reduced |
| IHT Wealth Management, LLC | 2,651 | $357.0K | 0.01% | +400+17.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,640 | $355.5K | 0.17% | −1,500−36.2% | Reduced |
| Tema ETFs LLC | 2,638 | $355.3K | 0.03% | +2,638 | New |
| Arista Wealth Management, LLC | 2,629 | $354.0K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,613 | $351.9K | 0.01% | −20,855−88.9% | Reduced |
| Rexford Capital Inc | 2,600 | $350.1K | 0.27% | +1,274+96.1% | Added |
| Sequoia Financial Advisors, LLC | 2,587 | $348.3K | 0.00% | −320−11.0% | Reduced |
| Johnson Investment Counsel Inc | 2,584 | $348.0K | 0.00% | −590−18.6% | Reduced |
| Anchor Investment Management, LLC | 2,540 | $342.1K | 0.03% | −400−13.6% | Reduced |
| Eads & Heald Wealth Management | 2,522 | $340.0K | 0.16% | −651−20.5% | Reduced |
| SummitTX Capital, L.P. | 2,521 | $339.5K | 0.01% | −2,227−46.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $337.9K | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,489 | $335.1K | 0.04% | −40−1.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,488 | $335.0K | 0.00% | +53+2.2% | Added |
| Bryn Mawr Trust Co | 2,482 | $334.3K | 0.01% | −7,060−74.0% | Reduced |
| Coldstream Capital Management Inc | 2,474 | $333.2K | 0.00% | +194+8.5% | Added |
| 17 Capital Partners, LLC | 2,429 | $327.1K | 0.18% | −323−11.7% | Reduced |
| Arnhold LLC | 2,400 | $323.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,400 | $323.2K | 0.05% | +2,400 | New |
| Ballentine Partners, LLC | 2,388 | $321.6K | 0.00% | −239−9.1% | Reduced |
| Bangor Savings Bank | 2,381 | $320.6K | 0.03% | −5,274−68.9% | Reduced |
| Haverford Trust Co | 2,374 | $319.7K | 0.00% | −1,255−34.6% | Reduced |
| Warren Averett Asset Management, LLC | 2,372 | $319.4K | 0.00% | +235+11.0% | Added |
| Creekmur Asset Management LLC | 2,367 | $318.8K | 0.05% | −1,253−34.6% | Reduced |
| Sigma Planning Corp | 2,363 | $318.2K | 0.01% | +704+42.4% | Added |
| Alethea Capital Management, LLC | 2,362 | $318.1K | 0.20% | +2,362 | New |
| Athena Investment Management | 2,358 | $317.6K | 0.17% | 00.0% | Unchanged |
| Davis R M Inc | 2,354 | $317.0K | 0.01% | −4,298−64.6% | Reduced |
| Doliver Advisors, LP | 2,354 | $317.0K | 0.08% | −77−3.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,351 | $317.0K | 0.01% | −75−3.1% | Reduced |
| Abc Arbitrage SA | 2,344 | $315.7K | 0.03% | +2,344 | New |
| Kovitz Investment Group Partners, LLC | 2,341 | $315.2K | 0.00% | −7,038−75.0% | Reduced |
| Dillon & Associates Inc | 2,325 | $314.0K | 0.04% | −3,069−56.9% | Reduced |
| LVW Advisors, LLC | 2,328 | $313.5K | 0.03% | +523+29.0% | Added |
| Baker Tilly Wealth Management, LLC | 2,318 | $312.2K | 0.07% | +2,318 | New |
| Everpar Advisors LLC | 2,299 | $309.6K | 0.12% | +682+42.2% | Added |
| First Command Advisory Services, Inc. | 2,267 | $305.3K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 2,260 | $304.4K | 0.10% | +2,260 | New |
| Evercore Wealth Management, LLC | 2,250 | $303.0K | 0.00% | −6,587−74.5% | Reduced |
| Synovus Financial Corp | 2,240 | $302.2K | 0.00% | −339−13.1% | Reduced |
| IFP Advisors, Inc | 2,231 | $300.4K | 0.01% | +1,822+445.5% | Added |
| Moneta Group Investment Advisors LLC | 2,191 | $295.0K | 0.00% | −95−4.2% | Reduced |
| Legacy Advisors, LLC | 2,150 | $289.5K | 0.04% | +2,150 | New |
| Investors Asset Management of Georgia Inc | 2,149 | $289.4K | 0.12% | +425+24.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,145 | $288.9K | 0.07% | −10.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,142 | $288.5K | 0.06% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,108 | $283.9K | 0.14% | −2,563−54.9% | Reduced |
| RMB Capital Management, LLC | 2,085 | $280.8K | 0.01% | −239−10.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,082 | $280.4K | 0.00% | −118−5.4% | Reduced |
| Callahan Advisors, LLC | 2,069 | $278.6K | 0.02% | −14−0.7% | Reduced |
| Aries Wealth Management | 2,049 | $275.9K | 0.07% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 2,041 | $274.9K | 0.00% | −64,180−96.9% | Reduced |
| Ellevest, Inc. | 2,041 | $274.9K | 0.04% | +180+9.7% | Added |
| Diversify Advisory Services, LLC | 2,099 | $274.6K | 0.01% | +480+29.6% | Added |
| Meridian Wealth Management, LLC | 2,038 | $274.5K | 0.01% | +169+9.0% | Added |
| PFG Investments, LLC | 2,035 | $274.0K | 0.01% | +311+18.0% | Added |
| Coastline Trust Co | 2,030 | $273.4K | 0.03% | −220−9.8% | Reduced |
| Define Financial, LLC | 1,983 | $267.0K | 0.16% | +12+0.6% | Added |
| Zions Bancorporation, National Association | 1,976 | $266.1K | 0.01% | +1,648+502.4% | Added |
| Umpqua Bank | 1,913 | $265.7K | 0.07% | +151+8.6% | Added |