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; 1,038 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, Q4 2025
Institutional positions in Constellation Brands, Inc. as of Dec 31, 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
- 1,045
- +21 vs. Q3 2025
- Shares held
- 145.8M
- +4.76M (+3.4%) vs. Q3 2025
- Total value
- $20.1B
- +$1.10B (+5.8%) vs. Q3 2025
- New holders
- 149
- 311 more added
- Sold out
- 128
- 439 more reduced
22 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,038 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 312 | $43.0K | 0.00% | +173+124.5% | Added |
| Spire Wealth Management | 314 | $43.4K | 0.00% | −344−52.3% | Reduced |
| Pinnacle Bancorp, Inc. | 316 | $43.6K | 0.01% | +8+2.6% | Added |
| Sentry Investment Management LLC | 319 | $44.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 319 | $44.0K | 0.02% | −91−22.2% | Reduced |
| General Partner, Inc. | 332 | $45.8K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 346 | $47.7K | 0.00% | +69+24.9% | Added |
| Raiffeisen Bank International AG | 344 | $48.0K | 0.00% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 364 | $50.2K | 0.01% | +364 | New |
| Consultiva Wealth Management, Corp. | 368 | $50.8K | 0.14% | 00.0% | Unchanged |
| Smithfield Trust Co | 366 | $51.0K | 0.00% | −64−14.9% | Reduced |
| Princeton Global Asset Management LLC | 375 | $51.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 377 | $52.1K | 0.01% | −5−1.3% | Reduced |
| Flagship Wealth Advisors, LLC | 380 | $52.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 382 | $52.7K | 0.01% | +382 | New |
| Valley National Advisers Inc | 405 | $55.0K | 0.01% | −349−46.3% | Reduced |
| First PREMIER Bank | 400 | $55.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $55.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 432 | $59.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 385 | $60.3K | 0.00% | −34−8.1% | Reduced |
| WFA of San Diego, LLC | 440 | $60.7K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 441 | $60.8K | 0.06% | +4+0.9% | Added |
| Westpac Banking Corp | 446 | $61.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 448 | $61.8K | 0.00% | +310+224.6% | Added |
| Vestor Capital, LLC | 22,693 | $62.0K | 0.00% | +22,243+4,942.9% | Added |
| Onefund, LLC | 457 | $63.0K | 0.04% | +19+4.3% | Added |
| Ransom Advisory, Ltd | 460 | $63.5K | 0.02% | −175−27.6% | Reduced |
| MCF Advisors LLC | 481 | $66.4K | 0.00% | +387+411.7% | Added |
| Millstone Evans Group, LLC | 488 | $67.3K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 499 | $68.8K | 0.04% | +136+37.5% | Added |
| Align Financial, LLC | 68,980 | $69.0K | 0.04% | +68,980 | New |
| Transamerica Financial Advisors, Inc. | 509 | $70.2K | 0.01% | +34+7.2% | Added |
| Geneos Wealth Management Inc. | 528 | $72.8K | 0.00% | −55−9.4% | Reduced |
| Erste Asset Management GmbH | 300 | $74.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 546 | $75.3K | 0.00% | +546 | New |
| Atlantic Trust, LLC | 548 | $75.6K | 0.01% | +68+14.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 470 | $75.8K | 0.00% | −700−59.8% | Reduced |
| Archer Investment Corp | 572 | $78.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 574 | $79.2K | 0.02% | −65−10.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 577 | $79.6K | 0.03% | +290+101.0% | Added |
| Ronald Blue Trust, Inc. | 590 | $81.4K | 0.00% | −559−48.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 601 | $82.9K | 0.01% | −582−49.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 612 | $84.0K | 0.00% | −68−10.0% | Reduced |
| First Horizon Corp | 624 | $86.1K | 0.00% | −2,195−77.9% | Reduced |
| Acadian Asset Management LLC | 637 | $87.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 682 | $87.9K | 0.00% | +682 | New |
| Pension & Wealth Management Advisors, Inc. | 652 | $90.1K | 0.03% | +265+68.5% | Added |
| LRI Investments, LLC | 659 | $90.9K | 0.01% | +314+91.0% | Added |
| Wexford Capital LP | 678 | $93.5K | 0.02% | +678 | New |
| DV Equities, LLC | 695 | $95.9K | 0.02% | +695 | New |
| HM Payson & Co | 701 | $96.7K | 0.00% | +64+10.0% | Added |
| Cary Street Partners Financial LLC | 712 | $98.2K | 0.00% | −558−43.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 740 | $102.1K | 0.05% | −1,900−72.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 813 | $112.1K | 0.00% | −1,675−67.3% | Reduced |
| Avestar Capital, LLC | 814 | $112.3K | 0.01% | +140+20.8% | Added |
| SRS Capital Advisors, Inc. | 816 | $112.6K | 0.00% | +7+0.9% | Added |
| Hills Bank & Trust Co | 856 | $118.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 857 | $118.2K | 0.01% | −17−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 857 | $118.2K | 0.03% | +36+4.4% | Added |
| IMG Wealth Management, Inc. | 860 | $118.6K | 0.08% | +20+2.4% | Added |
| TD Private Client Wealth LLC | 864 | $119.3K | 0.00% | +39+4.7% | Added |
| Medallion Wealth Advisors, LLC | 867 | $119.6K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 880 | $121.4K | 0.01% | −100−10.2% | Reduced |
| Massmutual Trust Co FSB | 883 | $121.8K | 0.00% | +410+86.7% | Added |
| ESL Trust Services, LLC | 900 | $124.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 997 | $137.5K | 0.00% | +410+69.8% | Added |
| Atlantic Union Bankshares Corp | 999 | $137.8K | 0.00% | −403−28.7% | Reduced |
| Community Bank, N.A. | 1,000 | $138.0K | 0.02% | 00.0% | Unchanged |
| Clio Asset Management LLC | 1,000 | $138.0K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,018 | $140.0K | 0.04% | −431−29.7% | Reduced |
| Resources Management Corp | 1,030 | $142.0K | 0.02% | −1,694−62.2% | Reduced |
| Advisors Asset Management, Inc. | 1,039 | $143.3K | 0.00% | −563−35.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,046 | $144.3K | 0.01% | +420+67.1% | Added |
| Colonial Trust Co | 1,066 | $147.1K | 0.02% | +33+3.2% | Added |
| Clearstead Advisors, LLC | 1,088 | $150.1K | 0.00% | +337+44.9% | Added |
| Bryn Mawr Trust Co | 1,117 | $154.1K | 0.00% | −1,365−55.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,128 | $155.6K | 0.00% | −3,402−75.1% | Reduced |
| Bessemer Group Inc | 1,134 | $157.0K | 0.00% | −391−25.6% | Reduced |
| AdvisorNet Financial, Inc | 1,180 | $162.7K | 0.01% | +171+16.9% | Added |
| Ancora Advisors, LLC | 1,220 | $168.4K | 0.00% | −6,022−83.2% | Reduced |
| Sava Infond d.o.o. | 1,240 | $171.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,285 | $177.3K | 0.02% | −4,684−78.5% | Reduced |
| Kentucky Trust Co | 1,295 | $178.7K | 0.09% | −260−16.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,301 | $179.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,320 | $182.1K | 0.02% | +1,320 | New |
| Employees Retirement System of Texas | 1,331 | $184.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,338 | $187.6K | 0.01% | +74+5.9% | Added |
| First Command Advisory Services, Inc. | 1,373 | $189.4K | 0.00% | −894−39.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,384 | $190.9K | 0.02% | +1,384 | New |
| BLI - Banque de Luxembourg Investments | 1,410 | $197.6K | 0.01% | −66,030−97.9% | Reduced |
| Charter Research & Investment Group, Inc. | 1,451 | $200.2K | 0.13% | −190−11.6% | Reduced |
| Diamant Asset Management, Inc. | 1,460 | $201.4K | 0.15% | −410−21.9% | Reduced |
| One Wealth Capital Management, LLC | 1,463 | $201.8K | 0.09% | +1,463 | New |
| Linscomb & Williams, Inc. | 1,467 | $202.4K | 0.01% | −11,071−88.3% | Reduced |
| Private Capital Management, LLC | 1,472 | $203.1K | 0.02% | 00.0% | Unchanged |
| Midwest Trust Co | 1,479 | $204.0K | 0.00% | +1,479 | New |
| Claret Asset Management Corp | 1,482 | $205.0K | 0.02% | −4−0.3% | Reduced |
| Alphadyne Asset Management LP | 1,486 | $205.0K | 0.02% | +983+195.4% | Added |
| Parkside Financial Bank & Trust | 1,490 | $205.6K | 0.02% | +259+21.0% | Added |
| Pensionmark Financial Group, LLC | 1,490 | $205.6K | 0.00% | −1,782−54.5% | Reduced |