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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 11,136 | $1.54M | 0.09% | +188+1.7% | Added |
| Capital Group Private Client Services, Inc. | 11,171 | $1.54M | 0.02% | +9,130+447.3% | Added |
| Blair William & Co | 11,171 | $1.54M | 0.00% | −8,181−42.3% | Reduced |
| Vista Investment Management | 11,382 | $1.57M | 0.52% | −118−1.0% | Reduced |
| Wealthfront Advisers LLC | 11,424 | $1.58M | 0.00% | +5,272+85.7% | Added |
| Plimoth Trust Co LLC | 11,457 | $1.58M | 0.35% | −566−4.7% | Reduced |
| Commerce Bank | 11,459 | $1.58M | 0.01% | −5,033−30.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,474 | $1.58M | 0.04% | +11,474 | New |
| Ally Financial Inc. | 11,500 | $1.59M | 0.19% | +2,500+27.8% | Added |
| Abn Amro Investment Solutions | 11,698 | $1.61M | 0.02% | −10,076−46.3% | Reduced |
| Macquarie Group Ltd | 11,760 | $1.62M | 0.01% | +1,309+12.5% | Added |
| Kestra Private Wealth Services, LLC | 11,742 | $1.62M | 0.02% | −6,612−36.0% | Reduced |
| Rafferty Asset Management, LLC | 11,807 | $1.63M | 0.01% | −361−3.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,058 | $1.66M | 0.91% | −550−4.4% | Reduced |
| Mariner, LLC | 12,111 | $1.67M | 0.00% | +4,071+50.6% | Added |
| BKD Wealth Advisors, LLC | 12,490 | $1.72M | 0.03% | +1,612+14.8% | Added |
| Northwestern Mutual Wealth Management Co | 12,619 | $1.74M | 0.00% | −5,875−31.8% | Reduced |
| CIBC World Markets Inc. | 12,767 | $1.76M | 0.00% | −556−4.2% | Reduced |
| Vontobel Holding Ltd. | 12,859 | $1.77M | 0.01% | +4,295+50.2% | Added |
| 1832 Asset Management L.P. | 12,923 | $1.78M | 0.00% | −1,800−12.2% | Reduced |
| Public Employees Retirement Association of Colorado | 12,977 | $1.79M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,017 | $1.80M | 0.03% | −10,728−45.2% | Reduced |
| Addison Capital Co | 13,018 | $1.80M | 0.45% | −2,277−14.9% | Reduced |
| Burney Co | 13,091 | $1.81M | 0.06% | −155−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 13,127 | $1.81M | 0.07% | −1,173−8.2% | Reduced |
| Fulton Bank, N.A. | 13,159 | $1.82M | 0.06% | −120−0.9% | Reduced |
| Apollon Wealth Management, LLC | 13,380 | $1.85M | 0.03% | −254−1.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,466 | $1.86M | 0.30% | +13,466 | New |
| Bridgewater Associates, LP | 13,478 | $1.86M | 0.01% | −5,808−30.1% | Reduced |
| South State Corp. | 13,568 | $1.87M | 0.08% | −4,712−25.8% | Reduced |
| SummitTX Capital, L.P. | 13,698 | $1.89M | 0.06% | +11,177+443.4% | Added |
| State of Alaska, Department of Revenue | 14,091 | $1.94M | 0.02% | −1,235−8.1% | Reduced |
| Kestra Advisory Services, LLC | 14,089 | $1.94M | 0.01% | −2,175−13.4% | Reduced |
| Investment Management Corp of Ontario | 14,422 | $1.99M | 0.03% | +7,357+104.1% | Added |
| Man Group plc | 14,557 | $2.01M | 0.00% | −95,609−86.8% | Reduced |
| Yousif Capital Management, LLC | 12,382 | $2.03M | 0.02% | −1,761−12.5% | Reduced |
| Roffman Miller Associates Inc | 14,720 | $2.03M | 0.11% | −5,568−27.4% | Reduced |
| Liberty Capital Management, Inc. | 14,727 | $2.03M | 0.38% | −1,380−8.6% | Reduced |
| Oppenheimer & Co Inc | 15,052 | $2.08M | 0.03% | −3,563−19.1% | Reduced |
| Mutual of America Capital Management LLC | 15,143 | $2.09M | 0.02% | −339−2.2% | Reduced |
| Ar Asset Management Inc | 15,200 | $2.10M | 0.43% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 15,217 | $2.10M | 0.06% | +15,217 | New |
| Virtu Financial LLC | 15,751 | $2.17M | 0.08% | −9,851−38.5% | Reduced |
| Groupama Asset Managment | 15,805 | $2.18M | 0.03% | −594−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15,829 | $2.18M | 0.01% | −2,917−15.6% | Reduced |
| OP Asset Management Ltd | 15,853 | $2.19M | 0.03% | −1,089−6.4% | Reduced |
| Shelton Capital Management | 15,963 | $2.20M | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 16,005 | $2.21M | 0.46% | −3,655−18.6% | Reduced |
| Oregon Public Employees Retirement Fund | 16,117 | $2.22M | 0.03% | −138−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 16,190 | $2.23M | 0.04% | +3,924+32.0% | Added |
| Mackenzie Financial Corp | 16,064 | $2.25M | 0.00% | +952+6.3% | Added |
| WealthPlan Investment Management, LLC | 16,515 | $2.28M | 0.15% | −18,431−52.7% | Reduced |
| Huntington National Bank | 16,606 | $2.29M | 0.01% | −5,589−25.2% | Reduced |
| NEOS Investment Management LLC | 16,614 | $2.29M | 0.01% | +2,489+17.6% | Added |
| LMR Partners LLP | 16,693 | $2.30M | 0.02% | +2,700+19.3% | Added |
| Captrust Financial Advisors | 17,063 | $2.35M | 0.00% | −878−4.9% | Reduced |
| Elo Mutual Pension Insurance Co | 17,199 | $2.37M | 0.04% | +370+2.2% | Added |
| Public Sector Pension Investment Board | 17,712 | $2.44M | 0.01% | +6,299+55.2% | Added |
| Hillman Capital Management, Inc. | 18,020 | $2.49M | 1.56% | −783−4.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,321 | $2.53M | 0.06% | +15,980+682.6% | Added |
| Credit Agricole S A | 18,342 | $2.53M | 0.01% | −4,404−19.4% | Reduced |
| UniSuper Management Pty Ltd | 18,429 | $2.54M | 0.02% | −1,911−9.4% | Reduced |
| CWM, LLC | 18,651 | $2.57M | 0.01% | +14,508+350.2% | Added |
| Level Four Advisory Services, LLC | 18,654 | $2.57M | 0.08% | −300−1.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,749 | $2.59M | 0.02% | −1,200−6.0% | Reduced |
| Lido Advisors, LLC | 19,184 | $2.60M | 0.01% | +18+0.1% | Added |
| Nissay Asset Management Corp | 19,140 | $2.64M | 0.01% | +198+1.0% | Added |
| Neuberger Berman Group LLC | 19,235 | $2.65M | 0.00% | +6,829+55.0% | Added |
| Rakuten Investment Management, Inc. | 19,267 | $2.67M | 0.01% | +14,014+266.8% | Added |
| New York Life Investment Management LLC | 19,366 | $2.67M | 0.02% | −58−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,605 | $2.70M | 0.00% | +4,444+29.3% | Added |
| Xponance, Inc. | 19,748 | $2.72M | 0.02% | +995+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,005 | $2.76M | 0.01% | +4,620+30.0% | Added |
| Parsons Capital Management Inc | 20,207 | $2.79M | 0.15% | −355−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,299 | $2.80M | 0.02% | 00.0% | Unchanged |
| Jain Global LLC | 20,351 | $2.81M | 0.03% | +20,351 | New |
| Gabelli Funds LLC | 20,500 | $2.83M | 0.02% | 00.0% | Unchanged |
| PEAK6 LLC | 20,582 | $2.84M | 0.08% | −50,521−71.1% | Reduced |
| DLK Investment Management, LLC | 20,642 | $2.85M | 1.06% | −10,609−33.9% | Reduced |
| Morton Community Bank | 18,182 | $2.85M | 0.62% | +2,505+16.0% | Added |
| XTX Topco Ltd | 20,734 | $2.86M | 0.08% | +17,542+549.6% | Added |
| Truist Financial Corp | 20,892 | $2.88M | 0.00% | −14,180−40.4% | Reduced |
| Snowden Capital Advisors LLC | 20,920 | $2.89M | 0.07% | −7,314−25.9% | Reduced |
| Acumen Wealth Advisors, LLC | 21,021 | $2.90M | 0.84% | +21,021 | New |
| M&T Bank Corp | 21,266 | $2.93M | 0.01% | +3,415+19.1% | Added |
| Grimes & Company, Inc. | 21,307 | $2.94M | 0.07% | −4,604−17.8% | Reduced |
| Fisher Funds Management LTD | 21,311 | $2.94M | 0.08% | 00.0% | Unchanged |
| Armistice Capital, LLC | 21,600 | $2.98M | 0.07% | −678−3.0% | Reduced |
| Storebrand Asset Management AS | 21,635 | $2.98M | 0.01% | −9,779−31.1% | Reduced |
| Manning & Napier Advisors LLC | 21,448 | $3.01M | 0.04% | −252−1.2% | Reduced |
| Balyasny Asset Management LLC | 21,857 | $3.02M | 0.01% | +9,492+76.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,896 | $3.02M | 0.03% | −1,893−8.0% | Reduced |
| Marex Group plc | 21,936 | $3.03M | 0.03% | +596+2.8% | Added |
| JustInvest LLC | 22,067 | $3.04M | 0.03% | +9,251+72.2% | Added |
| Cerity Partners LLC | 22,319 | $3.08M | 0.00% | −15,075−40.3% | Reduced |
| KBC Group NV | 23,141 | $3.19M | 0.01% | −823−3.4% | Reduced |
| Brookstone Capital Management | 23,244 | $3.21M | 0.04% | −4,749−17.0% | Reduced |
| Intech Investment Management LLC | 23,279 | $3.21M | 0.03% | +3,699+18.9% | Added |
| Daiwa Securities Group Inc. | 23,382 | $3.23M | 0.01% | +408+1.8% | Added |
| Great Lakes Advisors, LLC | 23,585 | $3.25M | 0.03% | −3,639−13.4% | Reduced |