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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 2,290 | $316.0K | 0.07% | +2,290 | New |
| HBW Advisory Services LLC | 2,302 | $317.5K | 0.03% | −187−7.5% | Reduced |
| Brown Brothers Harriman & Co | 2,309 | $318.6K | 0.00% | +1,031+80.7% | Added |
| LVW Advisors, LLC | 2,312 | $319.0K | 0.03% | −16−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,326 | $320.9K | 0.00% | +2,326 | New |
| Verity Asset Management, Inc. | 2,330 | $321.4K | 0.14% | +2,330 | New |
| Mount Yale Investment Advisors, LLC | 2,334 | $322.0K | 0.02% | +2,334 | New |
| Diversify Advisory Services, LLC | 2,058 | $322.3K | 0.01% | −41−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,337 | $322.4K | 0.01% | −360−13.3% | Reduced |
| Pictet & Cie (Europe) SA | 2,347 | $323.8K | 0.01% | −1,664−41.5% | Reduced |
| Sigma Planning Corp | 2,458 | $325.1K | 0.01% | +95+4.0% | Added |
| Athena Investment Management | 2,358 | $325.3K | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,366 | $326.0K | 0.03% | −346−12.8% | Reduced |
| TCW Group Inc | 2,392 | $330.0K | 0.00% | +2,392 | New |
| Investors Asset Management of Georgia Inc | 2,395 | $330.4K | 0.14% | +246+11.4% | Added |
| Tiaa Trust, National Association | 2,397 | $330.7K | 0.00% | −84,581−97.2% | Reduced |
| Arnhold LLC | 2,400 | $331.1K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,409 | $332.3K | 0.02% | −877−26.7% | Reduced |
| Byrne Asset Management LLC | 2,414 | $333.0K | 0.19% | −528−17.9% | Reduced |
| Frank, Rimerman Advisors LLC | 2,414 | $333.0K | 0.02% | +803+49.8% | Added |
| Farther Finance Advisors, LLC | 2,422 | $334.2K | 0.00% | −622−20.4% | Reduced |
| Sage Mountain Advisors LLC | 2,440 | $336.6K | 0.02% | +2,440 | New |
| Citizens Financial Group Inc | 2,447 | $337.6K | 0.00% | −513−17.3% | Reduced |
| Nomura Holdings Inc | 2,461 | $339.5K | 0.00% | −8,372−77.3% | Reduced |
| Ellevest, Inc. | 2,462 | $339.7K | 0.05% | +421+20.6% | Added |
| NewEdge Wealth, LLC | 2,472 | $341.0K | 0.00% | +2,472 | New |
| GAMMA Investing LLC | 2,472 | $341.0K | 0.02% | +881+55.4% | Added |
| Haverford Trust Co | 2,506 | $345.7K | 0.00% | +132+5.6% | Added |
| Meiji Yasuda Life Insurance Co | 2,509 | $346.1K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,544 | $351.0K | 0.06% | +2,544 | New |
| Banque Cantonale Vaudoise | 2,550 | $352.0K | 0.01% | −289−10.2% | Reduced |
| 1620 Investment Advisors, Inc. | 2,616 | $361.0K | 0.24% | −271−9.4% | Reduced |
| Laraway Financial Inc | 2,625 | $362.1K | 0.24% | −540−17.1% | Reduced |
| Cornerstone Wealth Management, LLC | 2,631 | $362.9K | 0.02% | −56−2.1% | Reduced |
| Tema ETFs LLC | 2,634 | $363.4K | 0.03% | −4−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 2,644 | $365.0K | 0.00% | −2,318−46.7% | Reduced |
| Prentice Wealth Management LLC | 2,653 | $366.0K | 0.08% | −108−3.9% | Reduced |
| Aviance Capital Partners, LLC | 2,658 | $366.7K | 0.04% | −108−3.9% | Reduced |
| Anchor Investment Management, LLC | 2,670 | $368.4K | 0.03% | +130+5.1% | Added |
| HighPoint Advisor Group LLC | 2,730 | $376.6K | 0.01% | −115−4.0% | Reduced |
| Mission Wealth Management, LP | 2,733 | $377.0K | 0.01% | +2,733 | New |
| Legacy Financial Advisors, Inc. | 2,758 | $380.5K | 0.05% | +809+41.5% | Added |
| Axxcess Wealth Management, LLC | 2,777 | $383.1K | 0.01% | −199−6.7% | Reduced |
| PFG Investments, LLC | 2,805 | $387.0K | 0.02% | +770+37.8% | Added |
| Vestcor Inc | 2,829 | $390.0K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,856 | $394.0K | 0.12% | +2,856 | New |
| Resources Investment Advisors, LLC. | 2,862 | $394.9K | 0.00% | +780+37.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,895 | $399.4K | 0.22% | +36+1.3% | Added |
| Crossmark Global Holdings, Inc. | 2,919 | $402.7K | 0.01% | −764−20.7% | Reduced |
| Vident Advisory, LLC | 2,927 | $403.9K | 0.00% | −664−18.5% | Reduced |
| Essex Financial Services, Inc. | 2,958 | $408.1K | 0.02% | −65−2.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,961 | $408.5K | 0.14% | −3,153−51.6% | Reduced |
| New Age Alpha Advisors, LLC | 2,969 | $409.6K | 0.02% | −346−10.4% | Reduced |
| Financial Advisory Corp | 2,997 | $413.0K | 0.11% | −197−6.2% | Reduced |
| WSFS Capital Management, LLC | 3,027 | $417.5K | 0.02% | −23,909−88.8% | Reduced |
| Nautilus Advisors LLC | 3,029 | $417.9K | 0.27% | −63−2.0% | Reduced |
| Gs Investments, Inc. | 3,035 | $418.7K | 0.23% | −450−12.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,040 | $419.5K | 0.07% | +209+7.4% | Added |
| Empirical Finance, LLC | 3,041 | $419.5K | 0.02% | −84−2.7% | Reduced |
| Gamco Investors, Inc. Et Al | 3,050 | $420.8K | 0.00% | +50+1.7% | Added |
| Unique Wealth Strategies, LLC | 3,058 | $421.9K | 0.17% | +285+10.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,066 | $423.0K | 0.00% | +185+6.4% | Added |
| Canandaigua National Trust Co of Florida | 3,091 | $426.4K | 0.27% | −2,198−41.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,108 | $429.0K | 0.03% | −5−0.2% | Reduced |
| MidFirst Bank | 5,287 | $429.1K | 0.03% | +5,287 | New |
| Stratos Wealth Advisors, LLC | 3,118 | $430.3K | 0.02% | +204+7.0% | Added |
| Jacobs Levy Equity Management, Inc | 3,121 | $430.6K | 0.00% | −41,077−92.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $436.1K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,116 | $436.6K | 0.01% | +63+2.1% | Added |
| Grove Bank & Trust | 3,174 | $437.9K | 0.05% | −586−15.6% | Reduced |
| Bayforest Capital Ltd | 3,234 | $446.2K | 0.33% | −3,740−53.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,250 | $448.4K | 0.29% | −500−13.3% | Reduced |
| GFS Advisors, LLC | 3,260 | $449.8K | 0.05% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,312 | $456.9K | 0.07% | −3,346−50.3% | Reduced |
| Kingsview Wealth Management, LLC | 3,319 | $457.9K | 0.01% | −17,479−84.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,320 | $458.1K | 0.01% | −2,313−41.1% | Reduced |
| Jump Financial, LLC | 3,323 | $458.4K | 0.01% | −18,355−84.7% | Reduced |
| Greenleaf Trust | 3,334 | $460.0K | 0.00% | +3,334 | New |
| Cooper/Haims Advisors, LLC | 3,335 | $460.2K | 0.21% | +675+25.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,345 | $461.5K | 0.09% | +3,345 | New |
| Milestones Private Investment Advisors LLC | 3,346 | $461.6K | 0.32% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,351 | $462.0K | 0.00% | −101−2.9% | Reduced |
| STRS Ohio | 3,403 | $469.5K | 0.00% | −52−1.5% | Reduced |
| SFMG, LLC | 3,406 | $469.9K | 0.03% | +376+12.4% | Added |
| Neumann Capital Management, LLC | 3,415 | $471.1K | 0.14% | −1,497−30.5% | Reduced |
| Abc Arbitrage SA | 3,448 | $475.7K | 0.04% | +1,104+47.1% | Added |
| EverSource Wealth Advisors, LLC | 3,458 | $477.2K | 0.02% | −1,364−28.3% | Reduced |
| Diversify Wealth Management, LLC | 3,136 | $480.2K | 0.02% | −91−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,507 | $483.9K | 0.02% | +76+2.2% | Added |
| TLWM | 3,508 | $484.0K | 0.09% | −63−1.8% | Reduced |
| Alpha Family Trust | 3,520 | $485.6K | 0.22% | +3,520 | New |
| Trust Co of Vermont | 3,524 | $486.2K | 0.02% | −3,053−46.4% | Reduced |
| Exencial Wealth Advisors, LLC | 3,537 | $488.0K | 0.02% | −28−0.8% | Reduced |
| Miller Investment Management, LP | 3,550 | $489.8K | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,553 | $490.2K | 0.01% | +3,553 | New |
| Ballentine Partners, LLC | 3,581 | $494.0K | 0.01% | +1,193+50.0% | Added |
| Kendall Capital Management | 3,605 | $497.3K | 0.10% | +3,605 | New |
| Larson Financial Group LLC | 3,610 | $498.1K | 0.02% | +93+2.6% | Added |
| Coldstream Capital Management Inc | 3,636 | $501.6K | 0.01% | +1,162+47.0% | Added |
| Miracle Mile Advisors, LLC | 3,648 | $503.3K | 0.01% | −2,510−40.8% | Reduced |