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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 7,600 | $1.05M | 0.08% | +3,385+80.3% | Added |
| Brown Advisory Inc | 7,576 | $1.05M | 0.00% | −1,570−17.2% | Reduced |
| TBH Global Asset Management, LLC | 7,524 | $1.04M | 0.18% | −1,368−15.4% | Reduced |
| Mercer Global Advisors Inc | 22,102 | $1.01M | 0.00% | +14,311+183.7% | Added |
| Stablepoint Partners, LLC | 7,260 | $1.00M | 0.16% | −912−11.2% | Reduced |
| Lee Danner & Bass Inc | 7,256 | $1.00M | 0.07% | −4,663−39.1% | Reduced |
| Delta Global Management LP | 7,248 | $999.9K | 0.07% | −10,247−58.6% | Reduced |
| Maryland State Retirement & Pension System | 7,207 | $994.3K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,200 | $993.3K | 0.02% | −300−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,174 | $989.7K | 0.03% | −407−5.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 7,112 | $981.2K | 0.24% | −1,019−12.5% | Reduced |
| Hudson Bay Capital Management LP | 7,066 | $974.8K | 0.01% | +3,376+91.5% | Added |
| Banque Pictet & Cie SA | 7,060 | $974.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,001 | $965.9K | 0.02% | +695+11.0% | Added |
| RNC Capital Management LLC | 6,970 | $961.6K | 0.04% | −6,514−48.3% | Reduced |
| Tectonic Advisors LLC | 6,963 | $960.6K | 0.05% | +1,022+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 6,956 | $959.6K | 0.01% | −3,186−31.4% | Reduced |
| Elevated Private Wealth, LLC | 6,916 | $954.1K | 0.99% | +6,916 | New |
| Longfellow Investment Management Co LLC | 6,869 | $947.6K | 0.21% | +2,244+48.5% | Added |
| Ossiam | 6,849 | $944.9K | 0.02% | −65,065−90.5% | Reduced |
| V. M. Manning & Co., Inc. | 6,813 | $939.9K | 0.95% | −388−5.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 6,795 | $937.9K | 0.01% | +6,795 | New |
| Capital International Ltd | 6,679 | $921.4K | 0.03% | +6,679 | New |
| EFG International AG | 6,651 | $917.3K | 0.02% | +6,651 | New |
| Oak Asset Management, LLC | 6,645 | $916.8K | 0.31% | −10,496−61.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,635 | $915.0K | 0.01% | −185−2.7% | Reduced |
| Portfolio Design Labs, LLC | 6,627 | $914.3K | 0.15% | +351+5.6% | Added |
| United Capital Financial Advisers, LLC | 6,609 | $911.7K | 0.01% | +5,046+322.8% | Added |
| Valeo Financial Advisors, LLC | 6,584 | $908.3K | 0.02% | −818−11.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,545 | $902.9K | 0.09% | −507−7.2% | Reduced |
| Granite Group Advisors, LLC | 6,544 | $902.8K | 0.51% | +914+16.2% | Added |
| Platform Technology Partners | 6,541 | $902.4K | 0.19% | +134+2.1% | Added |
| Lotus Technology Management, LP | 6,526 | $900.3K | 0.50% | +6,526 | New |
| New Mexico Educational Retirement Board | 6,521 | $900.0K | 0.03% | −400−5.8% | Reduced |
| Cross Staff Investments Inc | 6,459 | $891.1K | 0.55% | −150−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,447 | $889.4K | 0.04% | +2,055+46.8% | Added |
| Premier Path Wealth Partners, LLC | 6,417 | $885.2K | 0.11% | −2,309−26.5% | Reduced |
| Allworth Financial LP | 6,385 | $880.8K | 0.00% | −2,044−24.2% | Reduced |
| Private Advisor Group, LLC | 6,297 | $868.8K | 0.00% | −2,185−25.8% | Reduced |
| Anb Bank | 6,286 | $867.2K | 0.34% | −44−0.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,235 | $860.2K | 0.07% | −86,619−93.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 6,160 | $849.8K | 0.89% | −30.0% | Reduced |
| Beacon Pointe Advisors, LLC | 6,148 | $848.2K | 0.01% | −58−0.9% | Reduced |
| Parvin Asset Management, LLC | 6,144 | $847.6K | 0.69% | +844+15.9% | Added |
| HCR Wealth Advisors | 6,142 | $847.4K | 0.08% | −1,797−22.6% | Reduced |
| Arkadios Wealth Advisors | 6,130 | $845.6K | 0.02% | +787+14.7% | Added |
| Black Cypress Capital Management, LLC | 6,076 | $838.2K | 0.59% | +6,016+10,026.7% | Added |
| 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 |
| Schroder Investment Management Group | 5,992 | $826.7K | 0.00% | −4,154−40.9% | Reduced |
| Empowered Funds, LLC | 5,965 | $822.9K | 0.01% | −11,260−65.4% | Reduced |
| Gibbs Wealth Management | 5,563 | $817.8K | 0.20% | −479−7.9% | Reduced |
| Omers Administration Corp | 5,893 | $813.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,861 | $808.6K | 0.02% | +3,630+162.7% | Added |
| Narwhal Capital Management | 5,822 | $803.2K | 0.06% | −14,384−71.2% | Reduced |
| Cim Investment Mangement Inc | 5,812 | $801.8K | 0.21% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,808 | $801.3K | 0.03% | +388+7.2% | Added |
| Sage Investment Counsel LLC | 5,755 | $794.0K | 0.87% | −80−1.4% | Reduced |
| Skopos Labs, Inc. | 5,706 | $790.3K | 0.04% | +5,706 | New |
| Howe & Rusling Inc | 5,725 | $789.8K | 0.05% | −7,095−55.3% | Reduced |
| Argent Trust Co | 5,598 | $772.3K | 0.03% | −1,775−24.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,572 | $768.7K | 0.00% | −80−1.4% | Reduced |
| Aberdeen Wealth Management LLC | 5,515 | $760.8K | 0.35% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,473 | $755.1K | 0.01% | −174−3.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,470 | $754.6K | 0.01% | −314−5.4% | Reduced |
| Federated Hermes, Inc. | 5,444 | $751.1K | 0.00% | +2,240+69.9% | Added |
| Capstone Investment Advisors, LLC | 5,380 | $742.2K | 0.01% | −6,638−55.2% | Reduced |
| Merit Financial Group, LLC | 5,369 | $740.8K | 0.01% | +2,148+66.7% | Added |
| Thrivent Financial for Lutherans | 5,347 | $738.0K | 0.00% | −154−2.8% | Reduced |
| Pflug Koory, LLC | 5,330 | $735.3K | 0.34% | −42−0.8% | Reduced |
| Toth Financial Advisory Corp | 5,327 | $735.0K | 0.08% | −3,037−36.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,304 | $731.7K | 0.03% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 5,300 | $731.2K | 0.79% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,259 | $725.5K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,242 | $723.2K | 0.03% | −791−13.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,215 | $719.5K | 0.04% | −997−16.0% | Reduced |
| Gateway Investment Advisers LLC | 5,208 | $718.5K | 0.01% | −246−4.5% | Reduced |
| Moors & Cabot, Inc. | 5,200 | $717.4K | 0.03% | −493−8.7% | Reduced |
| Summit Financial, LLC | 5,192 | $716.2K | 0.01% | +876+20.3% | Added |
| Malaga Cove Capital, LLC | 5,162 | $712.1K | 0.25% | +382+8.0% | Added |
| Oak Thistle LLC | 5,152 | $710.8K | 0.10% | +5,152 | New |
| McMillan Office, Inc. | 5,075 | $700.1K | 0.08% | +5,075 | New |
| Generali Asset Management SPA SGR | 5,025 | $693.2K | 0.01% | +366+7.9% | Added |
| Manatuck Hill Partners, LLC | 5,000 | $689.8K | 0.24% | +5,000 | New |
| Quest Partners LLC | 4,995 | $689.1K | 0.04% | −6,302−55.8% | Reduced |
| Keeler Thomas Management LLC | 4,984 | $687.5K | 0.33% | −1,005−16.8% | Reduced |
| North Dakota State Investment Board | 4,957 | $683.9K | 0.03% | +4,957 | New |
| Guidance Capital, Inc | 4,255 | $683.8K | 0.17% | +4,255 | New |
| Teacher Retirement System of Texas | 4,929 | $680.0K | 0.00% | −14,694−74.9% | Reduced |
| Fortress Private Ledger, LLC | 4,929 | $680.0K | 0.22% | −165−3.2% | Reduced |
| Moody National Bank Trust Division | 4,917 | $678.3K | 0.07% | −2,055−29.5% | Reduced |
| Benjamin Edwards Inc | 4,889 | $674.9K | 0.01% | +288+6.3% | Added |
| one8zero8, LLC | 4,867 | $671.5K | 0.15% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 4,860 | $670.5K | 0.36% | +3,294+210.3% | Added |
| Citizens National Bank Trust Department | 4,850 | $669.1K | 0.12% | −619−11.3% | Reduced |
| Invst, LLC | 4,845 | $668.5K | 0.07% | −2,254−31.8% | Reduced |
| Havemeyer Place LP | 4,822 | $665.2K | 0.13% | +4,822 | New |
| Kovack Advisors, Inc. | 4,785 | $660.1K | 0.03% | +1,721+56.2% | Added |
| FLC Capital Advisors | 4,737 | $653.5K | 0.12% | −558−10.5% | Reduced |
| Garner Asset Management Corp | 4,726 | $651.9K | 0.25% | −191−3.9% | Reduced |