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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 3,650 | $503.6K | 0.04% | −30−0.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,661 | $505.1K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,670 | $506.3K | 0.01% | −80−2.1% | Reduced |
| Legacy Private Trust Co. | 3,694 | $509.6K | 0.03% | −981−21.0% | Reduced |
| MMBG Investment Advisors Co. | 3,740 | $516.0K | 0.04% | −23,011−86.0% | Reduced |
| Mutual Advisors, LLC | 3,757 | $518.4K | 0.01% | −977−20.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,783 | $521.9K | 0.21% | −354−8.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,794 | $523.4K | 0.00% | −39−1.0% | Reduced |
| MUFG Securities Americas Inc. | 3,798 | $524.0K | 0.03% | −53−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,803 | $524.7K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,806 | $525.1K | 0.02% | −3,027−44.3% | Reduced |
| FineMark National Bank & Trust | 3,849 | $531.0K | 0.02% | −334−8.0% | Reduced |
| Central Trust Co | 3,880 | $535.3K | 0.01% | −4,008−50.8% | Reduced |
| Prospera Financial Services Inc | 3,932 | $542.8K | 0.01% | −2,778−41.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,916 | $548.7K | 0.03% | −1,008−20.5% | Reduced |
| Gen-Wealth Partners Inc | 3,997 | $551.5K | 0.18% | +2,725+214.2% | Added |
| XML Financial, LLC | 3,999 | $551.7K | 0.05% | +50+1.3% | Added |
| Kingswood Wealth Advisors, LLC | 4,014 | $553.8K | 0.03% | −814−16.9% | Reduced |
| Keynote Financial Services LLC | 4,070 | $561.5K | 0.31% | +203+5.2% | Added |
| Capital Research Global Investors | 4,121 | $568.5K | 0.00% | −492,219−99.2% | Reduced |
| Palisade Capital Management LLC | 4,150 | $572.5K | 0.02% | −1,200−22.4% | Reduced |
| Belpointe Asset Management LLC | 4,177 | $576.3K | 0.02% | +2,566+159.3% | Added |
| Choate Investment Advisors | 4,185 | $577.4K | 0.01% | −233−5.3% | Reduced |
| Vise Technologies, Inc. | 4,231 | $583.7K | 0.01% | +2,739+183.6% | Added |
| Banco Santander, S.A. | 4,248 | $586.1K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,262 | $588.0K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,277 | $590.1K | 0.02% | −3,000−41.2% | Reduced |
| Glenmede Trust Co NA | 4,285 | $591.2K | 0.00% | +4,285 | New |
| Cooper Financial Group | 4,306 | $594.0K | 0.06% | +224+5.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,310 | $594.6K | 0.01% | +4,310 | New |
| Norden Group LLC | 4,312 | $594.9K | 0.06% | −2,750−38.9% | Reduced |
| Simplex Trading, LLC | 4,376 | $603.7K | 0.02% | −19,825−81.9% | Reduced |
| Silvercrest Asset Management Group LLC | 4,392 | $605.9K | 0.00% | −10−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,394 | $606.2K | 0.01% | −3,435−43.9% | Reduced |
| Independent Financial Group, LLC | 4,438 | $612.2K | 0.01% | +132+3.1% | Added |
| Novem Group | 4,445 | $613.3K | 0.07% | −1,930−30.3% | Reduced |
| Callan Family Office, LLC | 4,457 | $614.9K | 0.01% | +2,718+156.3% | Added |
| Tower Research Capital LLC (TRC) | 4,471 | $616.8K | 0.01% | +3,320+288.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,504 | $621.4K | 0.01% | −46−1.0% | Reduced |
| Invera Wealth Advisors, LLC | 4,505 | $621.5K | 0.39% | +949+26.7% | Added |
| Stratos Wealth Partners, LTD. | 4,532 | $625.3K | 0.01% | −4,838−51.6% | Reduced |
| Metis Global Partners, LLC | 4,570 | $630.5K | 0.01% | −846−15.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,603 | $635.1K | 0.00% | +2,016+77.9% | Added |
| Horizon Kinetics Asset Management LLC | 4,673 | $644.7K | 0.01% | +356+8.2% | Added |
| Exchange Traded Concepts, LLC | 4,701 | $648.5K | 0.01% | +1,415+43.1% | Added |
| Garner Asset Management Corp | 4,726 | $651.9K | 0.25% | −191−3.9% | Reduced |
| FLC Capital Advisors | 4,737 | $653.5K | 0.12% | −558−10.5% | Reduced |
| Kovack Advisors, Inc. | 4,785 | $660.1K | 0.03% | +1,721+56.2% | Added |
| Havemeyer Place LP | 4,822 | $665.2K | 0.13% | +4,822 | New |
| Invst, LLC | 4,845 | $668.5K | 0.07% | −2,254−31.8% | Reduced |
| Citizens National Bank Trust Department | 4,850 | $669.1K | 0.12% | −619−11.3% | Reduced |
| denkapparat Operations GmbH | 4,860 | $670.5K | 0.36% | +3,294+210.3% | Added |
| one8zero8, LLC | 4,867 | $671.5K | 0.15% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,889 | $674.9K | 0.01% | +288+6.3% | Added |
| Moody National Bank Trust Division | 4,917 | $678.3K | 0.07% | −2,055−29.5% | Reduced |
| Fortress Private Ledger, LLC | 4,929 | $680.0K | 0.22% | −165−3.2% | Reduced |
| Teacher Retirement System of Texas | 4,929 | $680.0K | 0.00% | −14,694−74.9% | Reduced |
| Guidance Capital, Inc | 4,255 | $683.8K | 0.17% | +4,255 | New |
| North Dakota State Investment Board | 4,957 | $683.9K | 0.03% | +4,957 | New |
| Keeler Thomas Management LLC | 4,984 | $687.5K | 0.33% | −1,005−16.8% | Reduced |
| Quest Partners LLC | 4,995 | $689.1K | 0.04% | −6,302−55.8% | Reduced |
| Manatuck Hill Partners, LLC | 5,000 | $689.8K | 0.24% | +5,000 | New |
| Generali Asset Management SPA SGR | 5,025 | $693.2K | 0.01% | +366+7.9% | Added |
| McMillan Office, Inc. | 5,075 | $700.1K | 0.08% | +5,075 | New |
| Oak Thistle LLC | 5,152 | $710.8K | 0.10% | +5,152 | New |
| Malaga Cove Capital, LLC | 5,162 | $712.1K | 0.25% | +382+8.0% | Added |
| Summit Financial, LLC | 5,192 | $716.2K | 0.01% | +876+20.3% | Added |
| Moors & Cabot, Inc. | 5,200 | $717.4K | 0.03% | −493−8.7% | Reduced |
| Gateway Investment Advisers LLC | 5,208 | $718.5K | 0.01% | −246−4.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,215 | $719.5K | 0.04% | −997−16.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,242 | $723.2K | 0.03% | −791−13.1% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $725.5K | 0.07% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 5,300 | $731.2K | 0.79% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,304 | $731.7K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,327 | $735.0K | 0.08% | −3,037−36.3% | Reduced |
| Pflug Koory, LLC | 5,330 | $735.3K | 0.34% | −42−0.8% | Reduced |
| Thrivent Financial for Lutherans | 5,347 | $738.0K | 0.00% | −154−2.8% | Reduced |
| Merit Financial Group, LLC | 5,369 | $740.8K | 0.01% | +2,148+66.7% | Added |
| Capstone Investment Advisors, LLC | 5,380 | $742.2K | 0.01% | −6,638−55.2% | Reduced |
| Federated Hermes, Inc. | 5,444 | $751.1K | 0.00% | +2,240+69.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,470 | $754.6K | 0.01% | −314−5.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,473 | $755.1K | 0.01% | −174−3.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,515 | $760.8K | 0.35% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 5,572 | $768.7K | 0.00% | −80−1.4% | Reduced |
| Argent Trust Co | 5,598 | $772.3K | 0.03% | −1,775−24.1% | Reduced |
| Howe & Rusling Inc | 5,725 | $789.8K | 0.05% | −7,095−55.3% | Reduced |
| Skopos Labs, Inc. | 5,706 | $790.3K | 0.04% | +5,706 | New |
| Sage Investment Counsel LLC | 5,755 | $794.0K | 0.87% | −80−1.4% | Reduced |
| Ascent Group, LLC | 5,808 | $801.3K | 0.03% | +388+7.2% | Added |
| Cim Investment Mangement Inc | 5,812 | $801.8K | 0.21% | 00.0% | Unchanged |
| Narwhal Capital Management | 5,822 | $803.2K | 0.06% | −14,384−71.2% | Reduced |
| IFP Advisors, Inc | 5,861 | $808.6K | 0.02% | +3,630+162.7% | Added |
| Omers Administration Corp | 5,893 | $813.0K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 5,563 | $817.8K | 0.20% | −479−7.9% | Reduced |
| Empowered Funds, LLC | 5,965 | $822.9K | 0.01% | −11,260−65.4% | Reduced |
| Schroder Investment Management Group | 5,992 | $826.7K | 0.00% | −4,154−40.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,000 | $827.8K | 0.06% | −219−3.5% | Reduced |
| Rings Capital Management LLC | 6,000 | $827.8K | 0.41% | +6,000 | New |
| Black Cypress Capital Management, LLC | 6,076 | $838.2K | 0.59% | +6,016+10,026.7% | Added |
| Arkadios Wealth Advisors | 6,130 | $845.6K | 0.02% | +787+14.7% | Added |