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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 6,142 | $847.4K | 0.08% | −1,797−22.6% | Reduced |
| Parvin Asset Management, LLC | 6,144 | $847.6K | 0.69% | +844+15.9% | Added |
| Beacon Pointe Advisors, LLC | 6,148 | $848.2K | 0.01% | −58−0.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 6,160 | $849.8K | 0.89% | −30.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,235 | $860.2K | 0.07% | −86,619−93.3% | Reduced |
| Anb Bank | 6,286 | $867.2K | 0.34% | −44−0.7% | Reduced |
| Private Advisor Group, LLC | 6,297 | $868.8K | 0.00% | −2,185−25.8% | Reduced |
| Allworth Financial LP | 6,385 | $880.8K | 0.00% | −2,044−24.2% | Reduced |
| Premier Path Wealth Partners, LLC | 6,417 | $885.2K | 0.11% | −2,309−26.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,447 | $889.4K | 0.04% | +2,055+46.8% | Added |
| Cross Staff Investments Inc | 6,459 | $891.1K | 0.55% | −150−2.3% | Reduced |
| New Mexico Educational Retirement Board | 6,521 | $900.0K | 0.03% | −400−5.8% | Reduced |
| Lotus Technology Management, LP | 6,526 | $900.3K | 0.50% | +6,526 | New |
| Platform Technology Partners | 6,541 | $902.4K | 0.19% | +134+2.1% | Added |
| Granite Group Advisors, LLC | 6,544 | $902.8K | 0.51% | +914+16.2% | Added |
| Linden Thomas Advisory Services, LLC | 6,545 | $902.9K | 0.09% | −507−7.2% | Reduced |
| Valeo Financial Advisors, LLC | 6,584 | $908.3K | 0.02% | −818−11.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,609 | $911.7K | 0.01% | +5,046+322.8% | Added |
| Portfolio Design Labs, LLC | 6,627 | $914.3K | 0.15% | +351+5.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,635 | $915.0K | 0.01% | −185−2.7% | Reduced |
| Oak Asset Management, LLC | 6,645 | $916.8K | 0.31% | −10,496−61.2% | Reduced |
| EFG International AG | 6,651 | $917.3K | 0.02% | +6,651 | New |
| Capital International Ltd | 6,679 | $921.4K | 0.03% | +6,679 | New |
| Pinnacle Financial Partners, Inc. | 6,795 | $937.9K | 0.01% | +6,795 | New |
| V. M. Manning & Co., Inc. | 6,813 | $939.9K | 0.95% | −388−5.4% | Reduced |
| Ossiam | 6,849 | $944.9K | 0.02% | −65,065−90.5% | Reduced |
| Longfellow Investment Management Co LLC | 6,869 | $947.6K | 0.21% | +2,244+48.5% | Added |
| Elevated Private Wealth, LLC | 6,916 | $954.1K | 0.99% | +6,916 | New |
| Steward Partners Investment Advisory, LLC | 6,956 | $959.6K | 0.01% | −3,186−31.4% | Reduced |
| Tectonic Advisors LLC | 6,963 | $960.6K | 0.05% | +1,022+17.2% | Added |
| RNC Capital Management LLC | 6,970 | $961.6K | 0.04% | −6,514−48.3% | Reduced |
| Parallel Advisors, LLC | 7,001 | $965.9K | 0.02% | +695+11.0% | Added |
| Banque Pictet & Cie SA | 7,060 | $974.0K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 7,066 | $974.8K | 0.01% | +3,376+91.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,112 | $981.2K | 0.24% | −1,019−12.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,174 | $989.7K | 0.03% | −407−5.4% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $993.3K | 0.02% | −300−4.0% | Reduced |
| Maryland State Retirement & Pension System | 7,207 | $994.3K | 0.02% | 00.0% | Unchanged |
| Delta Global Management LP | 7,248 | $999.9K | 0.07% | −10,247−58.6% | Reduced |
| Lee Danner & Bass Inc | 7,256 | $1.00M | 0.07% | −4,663−39.1% | Reduced |
| Stablepoint Partners, LLC | 7,260 | $1.00M | 0.16% | −912−11.2% | Reduced |
| Mercer Global Advisors Inc | 22,102 | $1.01M | 0.00% | +14,311+183.7% | Added |
| TBH Global Asset Management, LLC | 7,524 | $1.04M | 0.18% | −1,368−15.4% | Reduced |
| Brown Advisory Inc | 7,576 | $1.05M | 0.00% | −1,570−17.2% | Reduced |
| Prelude Capital Management, LLC | 7,600 | $1.05M | 0.08% | +3,385+80.3% | Added |
| SWS Partners | 76,923 | $1.06M | 0.26% | +70,190+1,042.5% | Added |
| Quadrature Capital Ltd | 7,707 | $1.06M | 0.01% | −7,776−50.2% | Reduced |
| Archon Partners LLC | 7,825 | $1.08M | 0.11% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,826 | $1.08M | 0.00% | −1,647−17.4% | Reduced |
| Norinchukin Bank, The | 7,826 | $1.08M | 0.01% | +330+4.4% | Added |
| WealthPLAN Partners, LLC | 7,834 | $1.08M | 0.16% | −836−9.6% | Reduced |
| Assetmark, Inc | 7,928 | $1.09M | 0.00% | +2,765+53.6% | Added |
| Fragasso Group Inc. | 8,032 | $1.11M | 0.07% | −1,452−15.3% | Reduced |
| Whelan Financial | 8,042 | $1.11M | 0.35% | +1,358+20.3% | Added |
| Hartford Investment Management Co | 8,141 | $1.12M | 0.03% | −217−2.6% | Reduced |
| DoubleLine ETF Adviser LP | 8,231 | $1.14M | 0.34% | −23−0.3% | Reduced |
| Davenport & Co LLC | 8,232 | $1.14M | 0.01% | −2,131−20.6% | Reduced |
| TCG Advisory Services, LLC | 8,333 | $1.15M | 0.03% | −6,605−44.2% | Reduced |
| Quadrant Capital Group LLC | 8,441 | $1.16M | 0.04% | +5,545+191.5% | Added |
| Colony Group, LLC | 8,519 | $1.17M | 0.00% | −8,737−50.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,298 | $1.17M | 0.00% | +2,435+41.5% | Added |
| Sterling Capital Management LLC | 8,600 | $1.19M | 0.02% | −511−5.6% | Reduced |
| Allianz Asset Management GmbH | 8,610 | $1.19M | 0.00% | +43+0.5% | Added |
| MAI Capital Management | 8,809 | $1.22M | 0.01% | −1,076−10.9% | Reduced |
| Benedict Financial Advisors Inc | 8,900 | $1.23M | 0.26% | −161−1.8% | Reduced |
| Valicenti Advisory Services Inc | 8,945 | $1.23M | 0.26% | +595+7.1% | Added |
| Ostrum Asset Management | 9,030 | $1.25M | 0.06% | −4,817−34.8% | Reduced |
| Kentucky Retirement Systems | 9,072 | $1.25M | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 9,100 | $1.26M | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 9,157 | $1.26M | 0.01% | +2,804+44.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,291 | $1.28M | 0.06% | +2,246+31.9% | Added |
| CastleKnight Management LP | 9,300 | $1.28M | 0.07% | +9,300 | New |
| Portside Wealth Group, LLC | 9,348 | $1.29M | 0.17% | +377+4.2% | Added |
| Horizon Investments, LLC | 9,402 | $1.30M | 0.02% | +2,243+31.3% | Added |
| Vickerman Investment Advisors, Inc. | 9,520 | $1.31M | 0.26% | −7,982−45.6% | Reduced |
| Wedbush Securities Inc | 9,623 | $1.33M | 0.04% | +1,892+24.5% | Added |
| Easterly Investment Partners LLC | 9,647 | $1.33M | 0.08% | +4,218+77.7% | Added |
| HBK Sorce Advisory LLC | 8,152 | $1.34M | 0.03% | −146−1.8% | Reduced |
| Summit Trail Advisors, LLC | 9,885 | $1.36M | 0.02% | −2,903−22.7% | Reduced |
| Atria Investments LLC | 9,943 | $1.37M | 0.02% | −1,237−11.1% | Reduced |
| Plato Investment Management Ltd | 9,908 | $1.37M | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,097 | $1.39M | 0.00% | +3,244+47.3% | Added |
| Wesbanco Bank Inc | 10,138 | $1.40M | 0.04% | −4,155−29.1% | Reduced |
| Trexquant Investment LP | 10,142 | $1.40M | 0.01% | −104,557−91.2% | Reduced |
| Mizuho Securities USA LLC | 10,265 | $1.40M | 0.02% | −134−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 10,208 | $1.41M | 0.04% | −6,025−37.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,364 | $1.41M | 0.01% | +812+8.5% | Added |
| Douglas Lane & Associates, LLC | 10,291 | $1.42M | 0.02% | −19,968−66.0% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $1.42M | 0.32% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 10,442 | $1.44M | 0.17% | +10,442 | New |
| Oddo BHF Asset Management SAS | 10,555 | $1.46M | 0.05% | +2,361+28.8% | Added |
| HB Wealth Management, LLC | 10,723 | $1.48M | 0.01% | −1,976−15.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,724 | $1.48M | 0.05% | −43,930−80.4% | Reduced |
| Private Trust Co NA | 10,738 | $1.48M | 0.13% | −263−2.4% | Reduced |
| Principal Securities, Inc. | 10,801 | $1.49M | 0.02% | +519+5.0% | Added |
| Allstate Corp | 10,866 | $1.50M | 0.02% | +5,230+92.8% | Added |
| Richard Bernstein Advisors LLC | 10,904 | $1.50M | 0.04% | −1,360−11.1% | Reduced |
| Entropy Technologies, LP | 10,952 | $1.51M | 0.08% | +10,952 | New |
| Lynx Capital Group Ltd | 11,000 | $1.52M | 0.70% | +11,000 | New |
| Patton Albertson Miller Group, LLC | 11,074 | $1.53M | 0.18% | −8,792−44.3% | Reduced |