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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1,490 | $205.6K | 0.00% | +255+20.6% | Added |
| MONECO Advisors, LLC | 1,497 | $206.5K | 0.02% | −188−11.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,500 | $206.9K | 0.04% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,500 | $206.9K | 0.09% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,518 | $209.4K | 0.02% | −863−36.2% | Reduced |
| Farringdon Capital, Ltd. | 1,519 | $209.6K | 0.05% | +1,519 | New |
| LifePlan Financial, LLC | 1,530 | $211.1K | 0.16% | −1,532−50.0% | Reduced |
| Candriam Luxembourg S.C.A. | 1,535 | $211.8K | 0.00% | −3,042−66.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,541 | $212.6K | 0.03% | +5+0.3% | Added |
| Granite Harbor Advisors, Inc. | 1,550 | $213.8K | 0.09% | +1,550 | New |
| Independent Advisor Alliance | 1,552 | $214.1K | 0.01% | −6−0.4% | Reduced |
| GK Wealth Management LLC | 1,570 | $216.6K | 0.16% | −130−7.6% | Reduced |
| Syon Capital LLC | 1,570 | $216.6K | 0.01% | +1,570 | New |
| Secure Asset Management, LLC | 1,572 | $216.9K | 0.03% | −314−16.6% | Reduced |
| Souders Financial Advisors | 1,577 | $217.6K | 0.02% | +1,577 | New |
| Trivant Custom Portfolio Group, LLC | 1,580 | $218.0K | 0.13% | −1,774−52.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,580 | $218.0K | 0.13% | +1,580 | New |
| Pinnacle Associates Ltd | 1,580 | $218.0K | 0.00% | −1,980−55.6% | Reduced |
| BSW Wealth Partners | 1,589 | $219.2K | 0.03% | −97−5.8% | Reduced |
| Patton Fund Management, Inc. | 1,594 | $219.9K | 0.03% | +1,594 | New |
| Wellington Grp LLC | 1,595 | $220.0K | 0.07% | +1,595 | New |
| AlphaCore Capital LLC | 1,595 | $220.1K | 0.00% | +957+150.0% | Added |
| Lee Financial Co | 1,600 | $220.7K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,615 | $222.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,626 | $224.4K | 0.02% | −158−8.9% | Reduced |
| Atomi Financial Group, Inc. | 1,640 | $226.3K | 0.01% | +1,640 | New |
| Occudo Quantitative Strategies LP | 1,646 | $227.1K | 0.02% | −11,853−87.8% | Reduced |
| Alhambra Investment Partners LLC | 1,650 | $227.6K | 0.11% | +1,650 | New |
| Strategic Investment Solutions, Inc. | 1,653 | $228.0K | 0.05% | +309+23.0% | Added |
| Eads & Heald Wealth Management | 1,656 | $228.4K | 0.11% | −866−34.3% | Reduced |
| MidWestOne Financial Group, Inc. | 1,693 | $233.6K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,699 | $234.3K | 0.04% | −55−3.1% | Reduced |
| RD Lewis Holdings, Inc. | 1,461 | $234.7K | 0.20% | +1,461 | New |
| New Republic Capital, LLC | 1,708 | $235.6K | 0.06% | +1,708 | New |
| Arcataur Capital Management LLC | 1,711 | $236.1K | 0.07% | −98−5.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,722 | $237.5K | 0.00% | −80−4.4% | Reduced |
| AE Wealth Management LLC | 1,728 | $238.5K | 0.00% | +214+14.1% | Added |
| Global Retirement Partners, LLC | 1,739 | $239.9K | 0.00% | +105+6.4% | Added |
| Johnson Investment Counsel Inc | 1,745 | $240.7K | 0.00% | −839−32.5% | Reduced |
| Keebeck Wealth Management, LLC | 1,760 | $242.8K | 0.03% | 00.0% | Unchanged |
| Cowa, LLC | 1,761 | $243.0K | 0.07% | −499−22.1% | Reduced |
| Legacy Bridge, LLC | 1,765 | $243.5K | 0.10% | +34+2.0% | Added |
| TownSquare Capital, LLC | 1,783 | $246.0K | 0.06% | −115−6.1% | Reduced |
| Everpar Advisors LLC | 1,784 | $246.1K | 0.09% | −515−22.4% | Reduced |
| Profund Advisors LLC | 1,785 | $246.3K | 0.01% | −41−2.2% | Reduced |
| Callahan Advisors, LLC | 1,789 | $246.8K | 0.02% | −280−13.5% | Reduced |
| Intrua Financial, LLC | 1,795 | $247.6K | 0.03% | +44+2.5% | Added |
| National Asset Management, Inc. | 1,796 | $247.7K | 0.01% | +1,796 | New |
| Wealthcare Advisory Partners LLC | 1,802 | $248.7K | 0.00% | +159+9.7% | Added |
| Piscataqua Savings Bank | 1,832 | $252.7K | 0.18% | −1,835−50.0% | Reduced |
| David Loasby | 1,673 | $254.0K | 0.02% | +1,673 | New |
| Shayne & Co., LLC | 1,850 | $255.2K | 0.08% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,852 | $255.5K | 0.00% | −1,818−49.5% | Reduced |
| Umpqua Bank | 1,855 | $255.9K | 0.07% | −58−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 1,952 | $257.2K | 0.01% | +47+2.5% | Added |
| TD Waterhouse Canada Inc. | 1,866 | $257.3K | 0.00% | −2,075−52.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,888 | $260.5K | 0.01% | +257+15.8% | Added |
| CoreCap Advisors, LLC | 1,892 | $261.0K | 0.01% | −902−32.3% | Reduced |
| CX Institutional | 1,890 | $261.0K | 0.01% | +1,125+147.1% | Added |
| Signaturefd, LLC | 1,911 | $263.6K | 0.00% | +1,129+144.4% | Added |
| DRW Securities, LLC | 1,920 | $264.9K | 0.02% | +1,920 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,937 | $267.3K | 0.08% | −718−27.0% | Reduced |
| Wallace Advisory Group, LLC | 1,938 | $267.4K | 0.28% | +1,938 | New |
| Moneta Group Investment Advisors LLC | 1,956 | $269.8K | 0.00% | −235−10.7% | Reduced |
| Dillon & Associates Inc | 1,953 | $270.0K | 0.03% | −372−16.0% | Reduced |
| SBI Securities Co., Ltd. | 1,969 | $271.6K | 0.01% | +930+89.5% | Added |
| Sapient Capital LLC | 1,946 | $272.7K | 0.00% | +47+2.5% | Added |
| Equitable Trust Co | 1,981 | $273.3K | 0.01% | +1,981 | New |
| Rexford Capital Inc | 1,993 | $275.0K | 0.21% | −607−23.3% | Reduced |
| Iams Wealth Management, LLC | 1,997 | $275.7K | 0.10% | +434+27.8% | Added |
| Define Financial, LLC | 1,998 | $275.7K | 0.16% | +15+0.8% | Added |
| Montag A & Associates Inc | 2,014 | $277.8K | 0.01% | +1,615+404.8% | Added |
| Diversified Trust Co | 2,018 | $278.4K | 0.01% | +2,018 | New |
| Twin Tree Management, LP | 2,021 | $278.8K | 0.03% | −19,163−90.5% | Reduced |
| Warren Averett Asset Management, LLC | 2,073 | $286.0K | 0.00% | −299−12.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,077 | $286.5K | 0.00% | −1,402−40.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,811 | $287.5K | 0.01% | +1,811 | New |
| Legacy Advisors, LLC | 2,089 | $288.3K | 0.03% | −61−2.8% | Reduced |
| Iron Financial, LLC | 2,090 | $288.3K | 0.13% | −18−0.9% | Reduced |
| Coppell Advisory Solutions LLC | 2,059 | $288.5K | 0.03% | +364+21.5% | Added |
| RMB Capital Management, LLC | 2,101 | $289.8K | 0.01% | +16+0.8% | Added |
| Miller Global Investments, LLC | 2,127 | $293.4K | 0.27% | +2,127 | New |
| V-Square Quantitative Management LLC | 2,141 | $295.4K | 0.03% | +2,141 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,142 | $295.5K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,145 | $295.9K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,161 | $298.1K | 0.07% | −157−6.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,179 | $300.6K | 0.02% | +2,179 | New |
| Zions Bancorporation, National Association | 2,184 | $301.3K | 0.01% | +208+10.5% | Added |
| Evergreen Capital Management LLC | 2,190 | $302.1K | 0.01% | +2,190 | New |
| We Are One Seven, LLC | 2,214 | $305.4K | 0.01% | +356+19.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,206 | $305.6K | 0.01% | −1,120−33.7% | Reduced |
| Keybank National Association | 2,248 | $310.1K | 0.00% | −461−17.0% | Reduced |
| IHT Wealth Management, LLC | 2,254 | $311.0K | 0.01% | −397−15.0% | Reduced |
| First Wilshire Securities Management Inc | 2,260 | $311.8K | 0.08% | +700+44.9% | Added |
| First National Trust Co | 2,261 | $311.9K | 0.01% | −928−29.1% | Reduced |
| Culbertson A N & Co Inc | 2,268 | $312.9K | 0.04% | +2,268 | New |
| Reynders McVeigh Capital Management, LLC | 2,266 | $313.0K | 0.01% | −85−3.6% | Reduced |
| Doliver Advisors, LP | 2,277 | $314.1K | 0.08% | −77−3.3% | Reduced |
| Catalytic Wealth RIA, LLC | 2,289 | $315.8K | 0.01% | +708+44.8% | Added |
| Hantz Financial Services, Inc. | 2,287 | $316.0K | 0.00% | +1,553+211.6% | Added |