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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 821 | $110.6K | 0.05% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 809 | $109.0K | 0.00% | +427+111.8% | Added |
| Signaturefd, LLC | 782 | $105.4K | 0.00% | −1,055−57.4% | Reduced |
| CX Institutional | 765 | $103.0K | 0.00% | +371+94.2% | Added |
| Clearstead Advisors, LLC | 751 | $101.1K | 0.00% | −5−0.7% | Reduced |
| Valley National Advisers Inc | 754 | $101.0K | 0.02% | −1,191−61.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 743 | $100.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 734 | $99.0K | 0.00% | −41−5.3% | Reduced |
| Ci Investments Inc. | 680 | $92.0K | 0.00% | +46+7.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 680 | $91.0K | 0.00% | −170−20.0% | Reduced |
| Avestar Capital, LLC | 674 | $90.8K | 0.01% | −1,092−61.8% | Reduced |
| Spire Wealth Management | 658 | $88.6K | 0.00% | −236−26.4% | Reduced |
| City State Bank | 639 | $86.1K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 638 | $85.9K | 0.00% | −501−44.0% | Reduced |
| HM Payson & Co | 637 | $85.8K | 0.00% | −3,388−84.2% | Reduced |
| Ransom Advisory, Ltd | 635 | $85.5K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $85.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 626 | $84.4K | 0.01% | −468−42.8% | Reduced |
| Umb Bank N A | 587 | $79.1K | 0.00% | −2,476−80.8% | Reduced |
| Geneos Wealth Management Inc. | 583 | $78.5K | 0.00% | −409−41.2% | Reduced |
| United Community Bank | 581 | $78.2K | 0.02% | −133−18.6% | Reduced |
| Archer Investment Corp | 572 | $77.0K | 0.02% | −15−2.6% | Reduced |
| Erste Asset Management GmbH | 300 | $74.5K | 0.00% | −68,421−99.6% | Reduced |
| Alphadyne Asset Management LP | 503 | $67.7K | 0.05% | +503 | New |
| Ramirez Asset Management, Inc. | 500 | $67.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 488 | $65.7K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 480 | $64.6K | 0.01% | −461−49.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 475 | $63.9K | 0.01% | +443+1,384.4% | Added |
| Massmutual Trust Co FSB | 473 | $63.7K | 0.00% | −72−13.2% | Reduced |
| Vestor Capital, LLC | 450 | $61.0K | 0.00% | −6,428−93.5% | Reduced |
| Westpac Banking Corp | 446 | $60.1K | 0.00% | −4−0.9% | Reduced |
| Key Financial Inc | 432 | $60.0K | 0.01% | −411−48.8% | Reduced |
| Sound Income Strategies, LLC | 419 | $59.9K | 0.00% | −46−9.9% | Reduced |
| WFA of San Diego, LLC | 440 | $59.3K | 0.04% | −60−12.0% | Reduced |
| Smithfield Trust Co | 430 | $59.0K | 0.00% | −43−9.1% | Reduced |
| Onefund, LLC | 438 | $59.0K | 0.04% | +18+4.3% | Added |
| Financial Network Wealth Advisors LLC | 437 | $58.9K | 0.06% | +377+628.3% | Added |
| Ameritas Advisory Services, LLC | 419 | $56.4K | 0.00% | −5,621−93.1% | Reduced |
| CNB Bank | 410 | $55.2K | 0.02% | −64−13.5% | Reduced |
| First PREMIER Bank | 400 | $54.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $53.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 399 | $53.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 397 | $53.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 387 | $52.2K | 0.02% | +342+760.0% | Added |
| S-Bank Fund Management Ltd | 383 | $51.6K | 0.01% | −5−1.3% | Reduced |
| Golden State Wealth Management, LLC | 382 | $51.5K | 0.01% | +1+0.3% | Added |
| Flagship Wealth Advisors, LLC | 380 | $51.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 375 | $50.5K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 368 | $49.6K | 0.14% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 363 | $48.9K | 0.03% | +299+467.2% | Added |
| Raiffeisen Bank International AG | 344 | $46.5K | 0.00% | +126+57.8% | Added |
| LRI Investments, LLC | 345 | $46.5K | 0.00% | −456−56.9% | Reduced |
| Sentry Investment Management LLC | 319 | $46.0K | 0.03% | +319 | New |
| General Partner, Inc. | 332 | $44.7K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 321 | $43.2K | 0.00% | +11+3.5% | Added |
| CVA Family Office, LLC | 309 | $41.6K | 0.01% | +271+713.2% | Added |
| Pinnacle Bancorp, Inc. | 308 | $41.5K | 0.01% | +30+10.8% | Added |
| Fourth Dimension Wealth, LLC | 300 | $40.4K | 0.02% | +50+20.0% | Added |
| GPS Wealth Strategies Group, LLC | 296 | $39.9K | 0.00% | −1,093−78.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 287 | $38.6K | 0.08% | −1,188−80.5% | Reduced |
| Johnson Financial Group, Inc. | 277 | $37.3K | 0.00% | +65+30.7% | Added |
| Wealthspire Advisors, LLC | 274 | $36.9K | 0.00% | +274 | New |
| Capital Advisors, Ltd. LLC | 269 | $36.0K | 0.00% | −46−14.6% | Reduced |
| FNY Investment Advisers, LLC | 273 | $36.0K | 0.01% | +273 | New |
| Creative Financial Designs Inc | 265 | $35.7K | 0.00% | −643−70.8% | Reduced |
| Optimum Investment Advisors | 250 | $33.7K | 0.01% | −150−37.5% | Reduced |
| Cetera Trust Company, N.A | 250 | $33.7K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 247 | $33.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $33.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 245 | $33.0K | 0.01% | +142+137.9% | Added |
| Abound Wealth Management | 243 | $32.7K | 0.01% | +188+341.8% | Added |
| Capital Analysts, LLC | 239 | $32.0K | 0.00% | −26−9.8% | Reduced |
| Ameriflex Group, Inc. | 224 | $30.2K | 0.01% | +45+25.1% | Added |
| Paladin Advisory Group, LLC | 223 | $30.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 221 | $29.8K | 0.00% | −155−41.2% | Reduced |
| Salomon & Ludwin, LLC | 209 | $29.7K | 0.00% | +209 | New |
| Shell Asset Management Co | 205 | $28.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $26.9K | 0.01% | −300−60.0% | Reduced |
| Concord Wealth Partners | 200 | $26.9K | 0.00% | −210−51.2% | Reduced |
| Blume Capital Management, Inc. | 200 | $26.9K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 200 | $26.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 198 | $26.7K | 0.00% | −423−68.1% | Reduced |
| Stance Capital LLC | 195 | $26.3K | 0.01% | +195 | New |
| Root Financial Partners, LLC | 194 | $26.1K | 0.00% | +194 | New |
| Logan Capital Management Inc | 192 | $25.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 181 | $25.7K | 0.00% | −138−43.3% | Reduced |
| Chilton Capital Management LLC | 180 | $24.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 178 | $24.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 178 | $24.0K | 0.00% | −1,385−88.6% | Reduced |
| Bruce G. Allen Investments, LLC | 175 | $23.6K | 0.02% | −30−14.6% | Reduced |
| Glen Eagle Advisors, LLC | 175 | $23.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 172 | $23.1K | 0.00% | +1+0.6% | Added |
| GW&K Investment Management, LLC | 168 | $23.0K | 0.00% | +68+68.0% | Added |
| DHJJ Financial Advisors, Ltd. | 166 | $22.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 164 | $22.1K | 0.01% | −16−8.9% | Reduced |
| Pin Oak Investment Advisors Inc | 158 | $21.3K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 150 | $20.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $20.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 147 | $19.8K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 145 | $19.5K | 0.01% | 00.0% | Unchanged |