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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 15,829 | $2.18M | 0.01% | −2,917−15.6% | Reduced |
| Groupama Asset Managment | 15,805 | $2.18M | 0.03% | −594−3.6% | Reduced |
| Virtu Financial LLC | 15,751 | $2.17M | 0.08% | −9,851−38.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 15,217 | $2.10M | 0.06% | +15,217 | New |
| Ar Asset Management Inc | 15,200 | $2.10M | 0.43% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,143 | $2.09M | 0.02% | −339−2.2% | Reduced |
| Oppenheimer & Co Inc | 15,052 | $2.08M | 0.03% | −3,563−19.1% | Reduced |
| Liberty Capital Management, Inc. | 14,727 | $2.03M | 0.38% | −1,380−8.6% | Reduced |
| Roffman Miller Associates Inc | 14,720 | $2.03M | 0.11% | −5,568−27.4% | Reduced |
| Yousif Capital Management, LLC | 12,382 | $2.03M | 0.02% | −1,761−12.5% | Reduced |
| Man Group plc | 14,557 | $2.01M | 0.00% | −95,609−86.8% | Reduced |
| Investment Management Corp of Ontario | 14,422 | $1.99M | 0.03% | +7,357+104.1% | Added |
| Kestra Advisory Services, LLC | 14,089 | $1.94M | 0.01% | −2,175−13.4% | Reduced |
| State of Alaska, Department of Revenue | 14,091 | $1.94M | 0.02% | −1,235−8.1% | Reduced |
| SummitTX Capital, L.P. | 13,698 | $1.89M | 0.06% | +11,177+443.4% | Added |
| South State Corp. | 13,568 | $1.87M | 0.08% | −4,712−25.8% | Reduced |
| Bridgewater Associates, LP | 13,478 | $1.86M | 0.01% | −5,808−30.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,466 | $1.86M | 0.30% | +13,466 | New |
| Apollon Wealth Management, LLC | 13,380 | $1.85M | 0.03% | −254−1.9% | Reduced |
| Fulton Bank, N.A. | 13,159 | $1.82M | 0.06% | −120−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 13,127 | $1.81M | 0.07% | −1,173−8.2% | Reduced |
| Burney Co | 13,091 | $1.81M | 0.06% | −155−1.2% | Reduced |
| Addison Capital Co | 13,018 | $1.80M | 0.45% | −2,277−14.9% | Reduced |
| Advisory Services Network, LLC | 13,017 | $1.80M | 0.03% | −10,728−45.2% | Reduced |
| Public Employees Retirement Association of Colorado | 12,977 | $1.79M | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 12,923 | $1.78M | 0.00% | −1,800−12.2% | Reduced |
| Vontobel Holding Ltd. | 12,859 | $1.77M | 0.01% | +4,295+50.2% | Added |
| CIBC World Markets Inc. | 12,767 | $1.76M | 0.00% | −556−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,619 | $1.74M | 0.00% | −5,875−31.8% | Reduced |
| BKD Wealth Advisors, LLC | 12,490 | $1.72M | 0.03% | +1,612+14.8% | Added |
| Mariner, LLC | 12,111 | $1.67M | 0.00% | +4,071+50.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,058 | $1.66M | 0.91% | −550−4.4% | Reduced |
| Rafferty Asset Management, LLC | 11,807 | $1.63M | 0.01% | −361−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 11,742 | $1.62M | 0.02% | −6,612−36.0% | Reduced |
| Macquarie Group Ltd | 11,760 | $1.62M | 0.01% | +1,309+12.5% | Added |
| Abn Amro Investment Solutions | 11,698 | $1.61M | 0.02% | −10,076−46.3% | Reduced |
| Ally Financial Inc. | 11,500 | $1.59M | 0.19% | +2,500+27.8% | Added |
| Ashton Thomas Private Wealth, LLC | 11,474 | $1.58M | 0.04% | +11,474 | New |
| Commerce Bank | 11,459 | $1.58M | 0.01% | −5,033−30.5% | Reduced |
| Plimoth Trust Co LLC | 11,457 | $1.58M | 0.35% | −566−4.7% | Reduced |
| Wealthfront Advisers LLC | 11,424 | $1.58M | 0.00% | +5,272+85.7% | Added |
| Vista Investment Management | 11,382 | $1.57M | 0.52% | −118−1.0% | Reduced |
| Blair William & Co | 11,171 | $1.54M | 0.00% | −8,181−42.3% | Reduced |
| Capital Group Private Client Services, Inc. | 11,171 | $1.54M | 0.02% | +9,130+447.3% | Added |
| Jacobi Capital Management LLC | 11,136 | $1.54M | 0.09% | +188+1.7% | Added |
| Patton Albertson Miller Group, LLC | 11,074 | $1.53M | 0.18% | −8,792−44.3% | Reduced |
| Lynx Capital Group Ltd | 11,000 | $1.52M | 0.70% | +11,000 | New |
| Entropy Technologies, LP | 10,952 | $1.51M | 0.08% | +10,952 | New |
| Richard Bernstein Advisors LLC | 10,904 | $1.50M | 0.04% | −1,360−11.1% | Reduced |
| Allstate Corp | 10,866 | $1.50M | 0.02% | +5,230+92.8% | Added |
| Principal Securities, Inc. | 10,801 | $1.49M | 0.02% | +519+5.0% | Added |
| Private Trust Co NA | 10,738 | $1.48M | 0.13% | −263−2.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,724 | $1.48M | 0.05% | −43,930−80.4% | Reduced |
| HB Wealth Management, LLC | 10,723 | $1.48M | 0.01% | −1,976−15.6% | Reduced |
| Oddo BHF Asset Management SAS | 10,555 | $1.46M | 0.05% | +2,361+28.8% | Added |
| Marathon Trading Investment Management LLC | 10,442 | $1.44M | 0.17% | +10,442 | New |
| Shelter Mutual Insurance Co | 10,300 | $1.42M | 0.32% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 10,291 | $1.42M | 0.02% | −19,968−66.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,364 | $1.41M | 0.01% | +812+8.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 10,208 | $1.41M | 0.04% | −6,025−37.1% | Reduced |
| Mizuho Securities USA LLC | 10,265 | $1.40M | 0.02% | −134−1.3% | Reduced |
| Trexquant Investment LP | 10,142 | $1.40M | 0.01% | −104,557−91.2% | Reduced |
| Wesbanco Bank Inc | 10,138 | $1.40M | 0.04% | −4,155−29.1% | Reduced |
| Fifth Third Bancorp | 10,097 | $1.39M | 0.00% | +3,244+47.3% | Added |
| Plato Investment Management Ltd | 9,908 | $1.37M | 0.09% | 00.0% | Unchanged |
| Atria Investments LLC | 9,943 | $1.37M | 0.02% | −1,237−11.1% | Reduced |
| Summit Trail Advisors, LLC | 9,885 | $1.36M | 0.02% | −2,903−22.7% | Reduced |
| HBK Sorce Advisory LLC | 8,152 | $1.34M | 0.03% | −146−1.8% | Reduced |
| Easterly Investment Partners LLC | 9,647 | $1.33M | 0.08% | +4,218+77.7% | Added |
| Wedbush Securities Inc | 9,623 | $1.33M | 0.04% | +1,892+24.5% | Added |
| Vickerman Investment Advisors, Inc. | 9,520 | $1.31M | 0.26% | −7,982−45.6% | Reduced |
| Horizon Investments, LLC | 9,402 | $1.30M | 0.02% | +2,243+31.3% | Added |
| Portside Wealth Group, LLC | 9,348 | $1.29M | 0.17% | +377+4.2% | Added |
| CastleKnight Management LP | 9,300 | $1.28M | 0.07% | +9,300 | New |
| AG2R la Mondiale Gestion D'Actifs | 9,291 | $1.28M | 0.06% | +2,246+31.9% | Added |
| Brinker Capital Investments, LLC | 9,157 | $1.26M | 0.01% | +2,804+44.1% | Added |
| Fayez Sarofim & Co | 9,100 | $1.26M | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 9,072 | $1.25M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,030 | $1.25M | 0.06% | −4,817−34.8% | Reduced |
| Valicenti Advisory Services Inc | 8,945 | $1.23M | 0.26% | +595+7.1% | Added |
| Benedict Financial Advisors Inc | 8,900 | $1.23M | 0.26% | −161−1.8% | Reduced |
| MAI Capital Management | 8,809 | $1.22M | 0.01% | −1,076−10.9% | Reduced |
| Allianz Asset Management GmbH | 8,610 | $1.19M | 0.00% | +43+0.5% | Added |
| Sterling Capital Management LLC | 8,600 | $1.19M | 0.02% | −511−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,298 | $1.17M | 0.00% | +2,435+41.5% | Added |
| Colony Group, LLC | 8,519 | $1.17M | 0.00% | −8,737−50.6% | Reduced |
| Quadrant Capital Group LLC | 8,441 | $1.16M | 0.04% | +5,545+191.5% | Added |
| TCG Advisory Services, LLC | 8,333 | $1.15M | 0.03% | −6,605−44.2% | Reduced |
| Davenport & Co LLC | 8,232 | $1.14M | 0.01% | −2,131−20.6% | Reduced |
| DoubleLine ETF Adviser LP | 8,231 | $1.14M | 0.34% | −23−0.3% | Reduced |
| Hartford Investment Management Co | 8,141 | $1.12M | 0.03% | −217−2.6% | Reduced |
| Whelan Financial | 8,042 | $1.11M | 0.35% | +1,358+20.3% | Added |
| Fragasso Group Inc. | 8,032 | $1.11M | 0.07% | −1,452−15.3% | Reduced |
| Assetmark, Inc | 7,928 | $1.09M | 0.00% | +2,765+53.6% | Added |
| WealthPLAN Partners, LLC | 7,834 | $1.08M | 0.16% | −836−9.6% | Reduced |
| Norinchukin Bank, The | 7,826 | $1.08M | 0.01% | +330+4.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,826 | $1.08M | 0.00% | −1,647−17.4% | Reduced |
| Archon Partners LLC | 7,825 | $1.08M | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,707 | $1.06M | 0.01% | −7,776−50.2% | Reduced |
| SWS Partners | 76,923 | $1.06M | 0.26% | +70,190+1,042.5% | Added |