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 |
|---|---|---|---|---|---|
| AXA Investment Managers S.A. | 1,967 | $264.9K | 0.00% | +1,967 | New |
| Allred Capital Management, LLC | 1,958 | $263.8K | 0.09% | −169−7.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,949 | $262.5K | 0.04% | +315+19.3% | Added |
| Secure Asset Management, LLC | 1,886 | $262.0K | 0.04% | −122−6.1% | Reduced |
| Beaumont Financial Advisors, LLC | 1,930 | $259.9K | 0.02% | −5−0.3% | Reduced |
| Sapient Capital LLC | 1,899 | $259.2K | 0.00% | −7−0.4% | Reduced |
| Westfuller Advisors, LLC | 1,924 | $259.1K | 0.12% | +1,924 | New |
| J.W. Cole Advisors, Inc. | 1,905 | $256.5K | 0.00% | −239−11.1% | Reduced |
| TownSquare Capital, LLC | 1,898 | $255.6K | 0.04% | +1,898 | New |
| Diamant Asset Management, Inc. | 1,870 | $251.8K | 0.19% | −475−20.3% | Reduced |
| We Are One Seven, LLC | 1,858 | $250.2K | 0.01% | −73−3.8% | Reduced |
| Shayne & Co., LLC | 1,850 | $249.1K | 0.08% | +120+6.9% | Added |
| Profund Advisors LLC | 1,826 | $245.9K | 0.01% | −164−8.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,820 | $245.1K | 0.05% | −213−10.5% | Reduced |
| Arcataur Capital Management LLC | 1,809 | $243.6K | 0.07% | −77−4.1% | Reduced |
| Blue Barn Wealth, LLC | 1,804 | $242.9K | 0.11% | +1,804 | New |
| Prime Capital Investment Advisors, LLC | 1,802 | $242.7K | 0.00% | −216−10.7% | Reduced |
| U S Global Investors Inc | 1,800 | $242.4K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,787 | $240.7K | 0.04% | +329+22.6% | Added |
| NBC Securities, Inc. | 1,784 | $240.4K | 0.02% | +535+42.8% | Added |
| Keebeck Wealth Management, LLC | 1,760 | $237.0K | 0.03% | −100−5.4% | Reduced |
| Regatta Capital Group, LLC | 1,754 | $236.2K | 0.04% | +37+2.2% | Added |
| Intrua Financial, LLC | 1,751 | $235.8K | 0.03% | +1,751 | New |
| Tower Bridge Advisors | 1,750 | $235.7K | 0.02% | −7,413−80.9% | Reduced |
| Callan Family Office, LLC | 1,739 | $234.2K | 0.01% | −935−35.0% | Reduced |
| Legacy Bridge, LLC | 1,731 | $233.1K | 0.10% | −30−1.7% | Reduced |
| Foundations Investment Advisors, LLC | 1,731 | $233.1K | 0.00% | +1,731 | New |
| Sender Co & Partners, Inc. | 1,727 | $232.6K | 0.09% | +1,727 | New |
| Coppell Advisory Solutions LLC | 1,695 | $231.3K | 0.03% | −240−12.4% | Reduced |
| Glenmede Investment Management, LP | 1,715 | $231.0K | 0.00% | −2,586−60.1% | Reduced |
| GK Wealth Management LLC | 1,700 | $228.9K | 0.17% | +1,700 | New |
| MidWestOne Financial Group, Inc. | 1,693 | $228.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 1,692 | $227.9K | 0.01% | +1,692 | New |
| BSW Wealth Partners | 1,686 | $227.1K | 0.03% | −182−9.7% | Reduced |
| MONECO Advisors, LLC | 1,685 | $226.9K | 0.02% | +35+2.1% | Added |
| McDonald Partners LLC | 1,683 | $226.9K | 0.07% | −4,661−73.5% | Reduced |
| Lecap Asset Management Ltd | 1,653 | $222.6K | 0.08% | +1,653 | New |
| Wealthcare Advisory Partners LLC | 1,643 | $221.3K | 0.00% | −350−17.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,641 | $221.0K | 0.15% | −80−4.6% | Reduced |
| Intrust Bank NA | 1,635 | $220.2K | 0.02% | −885−35.1% | Reduced |
| Global Retirement Partners, LLC | 1,634 | $220.0K | 0.00% | −404−19.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,631 | $219.7K | 0.01% | −2,410−59.6% | Reduced |
| Ontario Teachers Pension Plan Board | 1,631 | $219.6K | 0.01% | +1,631 | New |
| Transcend Wealth Collective, LLC | 1,615 | $217.5K | 0.02% | −103−6.0% | Reduced |
| Belpointe Asset Management LLC | 1,611 | $217.0K | 0.01% | −12−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 1,611 | $217.0K | 0.01% | −278−14.7% | Reduced |
| Advisors Asset Management, Inc. | 1,602 | $215.7K | 0.00% | −46−2.8% | Reduced |
| Lee Financial Co | 1,600 | $215.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,591 | $214.3K | 0.01% | −599−27.4% | Reduced |
| Catalytic Wealth RIA, LLC | 1,581 | $212.9K | 0.01% | +1,581 | New |
| denkapparat Operations GmbH | 1,566 | $210.9K | 0.13% | +1,566 | New |
| Iams Wealth Management, LLC | 1,563 | $210.6K | 0.08% | −580−27.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,563 | $210.5K | 0.00% | −1,311−45.6% | Reduced |
| First Wilshire Securities Management Inc | 1,560 | $210.1K | 0.06% | +1,560 | New |
| Independent Advisor Alliance | 1,558 | $209.8K | 0.01% | −45−2.8% | Reduced |
| Kentucky Trust Co | 1,555 | $209.4K | 0.11% | −75−4.6% | Reduced |
| Northstar Asset Management LLC | 1,550 | $208.7K | 0.04% | −1,818−54.0% | Reduced |
| Kavar Capital Partners Group, LLC | 1,536 | $206.9K | 0.03% | −55−3.5% | Reduced |
| Bessemer Group Inc | 1,525 | $205.0K | 0.00% | −116−7.1% | Reduced |
| AE Wealth Management LLC | 1,514 | $203.9K | 0.00% | +47+3.2% | Added |
| Keel Point, LLC | 1,510 | $203.4K | 0.01% | −291−16.2% | Reduced |
| BTG Pactual Asset Management US LLC | 1,087 | $202.5K | 0.02% | +1,087 | New |
| Sompo Asset Management Co., Ltd. | 1,500 | $202.0K | 0.03% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,500 | $202.0K | 0.09% | +1,500 | New |
| Vise Technologies, Inc. | 1,492 | $200.9K | 0.01% | +1,492 | New |
| Claret Asset Management Corp | 1,486 | $200.0K | 0.02% | −20−1.3% | Reduced |
| Arlington Trust Co LLC | 1,475 | $198.6K | 0.04% | −2−0.1% | Reduced |
| Private Capital Management, LLC | 1,472 | $198.2K | 0.02% | +1,472 | New |
| Hazlett, Burt & Watson, Inc. | 1,449 | $196.0K | 0.07% | +602+71.1% | Added |
| Atlantic Union Bankshares Corp | 1,402 | $188.8K | 0.00% | −5,421−79.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,344 | $181.1K | 0.05% | +293+27.9% | Added |
| Employees Retirement System of Texas | 1,331 | $179.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,301 | $175.2K | 0.01% | −144−10.0% | Reduced |
| Smartleaf Asset Management LLC | 1,264 | $172.6K | 0.01% | +292+30.0% | Added |
| Brown Brothers Harriman & Co | 1,278 | $172.1K | 0.00% | +647+102.5% | Added |
| Gen-Wealth Partners Inc | 1,272 | $171.3K | 0.06% | +1,272 | New |
| Cary Street Partners Financial LLC | 1,270 | $171.0K | 0.00% | +244+23.8% | Added |
| Sava Infond d.o.o. | 1,240 | $167.0K | 0.02% | −150−10.8% | Reduced |
| Harbour Investments, Inc. | 1,235 | $166.3K | 0.00% | +120+10.8% | Added |
| Parkside Financial Bank & Trust | 1,231 | $165.8K | 0.01% | −96−7.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,170 | $163.5K | 0.00% | −527−31.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,183 | $159.3K | 0.01% | −1,107−48.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,151 | $155.0K | 0.00% | −1,418−55.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,149 | $154.7K | 0.00% | −45−3.8% | Reduced |
| SBI Securities Co., Ltd. | 1,039 | $139.9K | 0.00% | +347+50.1% | Added |
| Colonial Trust Co | 1,033 | $139.1K | 0.02% | −297−22.3% | Reduced |
| AdvisorNet Financial, Inc | 1,009 | $135.8K | 0.01% | +33+3.4% | Added |
| Community Bank, N.A. | 1,000 | $134.7K | 0.02% | −1,000−50.0% | Reduced |
| Clio Asset Management LLC | 1,000 | $134.7K | 0.10% | 00.0% | Unchanged |
| Webster Bank, N. A. | 980 | $132.0K | 0.01% | −1,966−66.7% | Reduced |
| Rakuten Investment Management, Inc. | 5,253 | $127.8K | 0.00% | +5,253 | New |
| JFS Wealth Advisors, LLC | 944 | $127.1K | 0.01% | +873+1,229.6% | Added |
| Rise Advisors, LLC | 937 | $126.2K | 0.05% | +76+8.8% | Added |
| ESL Trust Services, LLC | 900 | $121.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 874 | $117.6K | 0.01% | −46−5.0% | Reduced |
| Medallion Wealth Advisors, LLC | 867 | $116.7K | 0.04% | +1+0.1% | Added |
| ORG Wealth Partners, LLC | 866 | $116.6K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 856 | $115.3K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 840 | $113.1K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 825 | $111.2K | 0.00% | −195−19.1% | Reduced |