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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 4,701 | $648.5K | 0.01% | +1,415+43.1% | Added |
| Horizon Kinetics Asset Management LLC | 4,673 | $644.7K | 0.01% | +356+8.2% | Added |
| Sequoia Financial Advisors, LLC | 4,603 | $635.1K | 0.00% | +2,016+77.9% | Added |
| Metis Global Partners, LLC | 4,570 | $630.5K | 0.01% | −846−15.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,532 | $625.3K | 0.01% | −4,838−51.6% | Reduced |
| Invera Wealth Advisors, LLC | 4,505 | $621.5K | 0.39% | +949+26.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,504 | $621.4K | 0.01% | −46−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,471 | $616.8K | 0.01% | +3,320+288.4% | Added |
| Callan Family Office, LLC | 4,457 | $614.9K | 0.01% | +2,718+156.3% | Added |
| Novem Group | 4,445 | $613.3K | 0.07% | −1,930−30.3% | Reduced |
| Independent Financial Group, LLC | 4,438 | $612.2K | 0.01% | +132+3.1% | Added |
| Integrated Wealth Concepts LLC | 4,394 | $606.2K | 0.01% | −3,435−43.9% | Reduced |
| Silvercrest Asset Management Group LLC | 4,392 | $605.9K | 0.00% | −10−0.2% | Reduced |
| Simplex Trading, LLC | 4,376 | $603.7K | 0.02% | −19,825−81.9% | Reduced |
| Norden Group LLC | 4,312 | $594.9K | 0.06% | −2,750−38.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,310 | $594.6K | 0.01% | +4,310 | New |
| Cooper Financial Group | 4,306 | $594.0K | 0.06% | +224+5.5% | Added |
| Glenmede Trust Co NA | 4,285 | $591.2K | 0.00% | +4,285 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,277 | $590.1K | 0.02% | −3,000−41.2% | Reduced |
| Avantax Planning Partners, Inc. | 4,262 | $588.0K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,248 | $586.1K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,231 | $583.7K | 0.01% | +2,739+183.6% | Added |
| Choate Investment Advisors | 4,185 | $577.4K | 0.01% | −233−5.3% | Reduced |
| Belpointe Asset Management LLC | 4,177 | $576.3K | 0.02% | +2,566+159.3% | Added |
| Palisade Capital Management LLC | 4,150 | $572.5K | 0.02% | −1,200−22.4% | Reduced |
| Capital Research Global Investors | 4,121 | $568.5K | 0.00% | −492,219−99.2% | Reduced |
| Keynote Financial Services LLC | 4,070 | $561.5K | 0.31% | +203+5.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,014 | $553.8K | 0.03% | −814−16.9% | Reduced |
| XML Financial, LLC | 3,999 | $551.7K | 0.05% | +50+1.3% | Added |
| Gen-Wealth Partners Inc | 3,997 | $551.5K | 0.18% | +2,725+214.2% | Added |
| Siemens Fonds Invest GmbH | 3,916 | $548.7K | 0.03% | −1,008−20.5% | Reduced |
| Prospera Financial Services Inc | 3,932 | $542.8K | 0.01% | −2,778−41.4% | Reduced |
| Central Trust Co | 3,880 | $535.3K | 0.01% | −4,008−50.8% | Reduced |
| FineMark National Bank & Trust | 3,849 | $531.0K | 0.02% | −334−8.0% | Reduced |
| Securian Asset Management, Inc | 3,806 | $525.1K | 0.02% | −3,027−44.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,803 | $524.7K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,798 | $524.0K | 0.03% | −53−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,794 | $523.4K | 0.00% | −39−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,783 | $521.9K | 0.21% | −354−8.6% | Reduced |
| Mutual Advisors, LLC | 3,757 | $518.4K | 0.01% | −977−20.6% | Reduced |
| MMBG Investment Advisors Co. | 3,740 | $516.0K | 0.04% | −23,011−86.0% | Reduced |
| Legacy Private Trust Co. | 3,694 | $509.6K | 0.03% | −981−21.0% | Reduced |
| Perigon Wealth Management, LLC | 3,670 | $506.3K | 0.01% | −80−2.1% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,661 | $505.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,650 | $503.6K | 0.04% | −30−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 3,648 | $503.3K | 0.01% | −2,510−40.8% | Reduced |
| Coldstream Capital Management Inc | 3,636 | $501.6K | 0.01% | +1,162+47.0% | Added |
| Larson Financial Group LLC | 3,610 | $498.1K | 0.02% | +93+2.6% | Added |
| Kendall Capital Management | 3,605 | $497.3K | 0.10% | +3,605 | New |
| Ballentine Partners, LLC | 3,581 | $494.0K | 0.01% | +1,193+50.0% | Added |
| Laird Norton Trust Company, LLC | 3,553 | $490.2K | 0.01% | +3,553 | New |
| Miller Investment Management, LP | 3,550 | $489.8K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,537 | $488.0K | 0.02% | −28−0.8% | Reduced |
| Trust Co of Vermont | 3,524 | $486.2K | 0.02% | −3,053−46.4% | Reduced |
| Alpha Family Trust | 3,520 | $485.6K | 0.22% | +3,520 | New |
| TLWM | 3,508 | $484.0K | 0.09% | −63−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,507 | $483.9K | 0.02% | +76+2.2% | Added |
| Diversify Wealth Management, LLC | 3,136 | $480.2K | 0.02% | −91−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,458 | $477.2K | 0.02% | −1,364−28.3% | Reduced |
| Abc Arbitrage SA | 3,448 | $475.7K | 0.04% | +1,104+47.1% | Added |
| Neumann Capital Management, LLC | 3,415 | $471.1K | 0.14% | −1,497−30.5% | Reduced |
| SFMG, LLC | 3,406 | $469.9K | 0.03% | +376+12.4% | Added |
| STRS Ohio | 3,403 | $469.5K | 0.00% | −52−1.5% | Reduced |
| Park Avenue Securities LLC | 3,351 | $462.0K | 0.00% | −101−2.9% | Reduced |
| Milestones Private Investment Advisors LLC | 3,346 | $461.6K | 0.32% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 3,345 | $461.5K | 0.09% | +3,345 | New |
| Cooper/Haims Advisors, LLC | 3,335 | $460.2K | 0.21% | +675+25.4% | Added |
| Greenleaf Trust | 3,334 | $460.0K | 0.00% | +3,334 | New |
| Jump Financial, LLC | 3,323 | $458.4K | 0.01% | −18,355−84.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,320 | $458.1K | 0.01% | −2,313−41.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,319 | $457.9K | 0.01% | −17,479−84.0% | Reduced |
| Radnor Capital Management, LLC | 3,312 | $456.9K | 0.07% | −3,346−50.3% | Reduced |
| GFS Advisors, LLC | 3,260 | $449.8K | 0.05% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 3,250 | $448.4K | 0.29% | −500−13.3% | Reduced |
| Bayforest Capital Ltd | 3,234 | $446.2K | 0.33% | −3,740−53.6% | Reduced |
| Grove Bank & Trust | 3,174 | $437.9K | 0.05% | −586−15.6% | Reduced |
| RSM US Wealth Management LLC | 3,116 | $436.6K | 0.01% | +63+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $436.1K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 3,121 | $430.6K | 0.00% | −41,077−92.9% | Reduced |
| Stratos Wealth Advisors, LLC | 3,118 | $430.3K | 0.02% | +204+7.0% | Added |
| MidFirst Bank | 5,287 | $429.1K | 0.03% | +5,287 | New |
| Harbor Capital Advisors, Inc. | 3,108 | $429.0K | 0.03% | −5−0.2% | Reduced |
| Canandaigua National Trust Co of Florida | 3,091 | $426.4K | 0.27% | −2,198−41.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,066 | $423.0K | 0.00% | +185+6.4% | Added |
| Unique Wealth Strategies, LLC | 3,058 | $421.9K | 0.17% | +285+10.3% | Added |
| Gamco Investors, Inc. Et Al | 3,050 | $420.8K | 0.00% | +50+1.7% | Added |
| Empirical Finance, LLC | 3,041 | $419.5K | 0.02% | −84−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,040 | $419.5K | 0.07% | +209+7.4% | Added |
| Gs Investments, Inc. | 3,035 | $418.7K | 0.23% | −450−12.9% | Reduced |
| Nautilus Advisors LLC | 3,029 | $417.9K | 0.27% | −63−2.0% | Reduced |
| WSFS Capital Management, LLC | 3,027 | $417.5K | 0.02% | −23,909−88.8% | Reduced |
| Financial Advisory Corp | 2,997 | $413.0K | 0.11% | −197−6.2% | Reduced |
| New Age Alpha Advisors, LLC | 2,969 | $409.6K | 0.02% | −346−10.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,961 | $408.5K | 0.14% | −3,153−51.6% | Reduced |
| Essex Financial Services, Inc. | 2,958 | $408.1K | 0.02% | −65−2.2% | Reduced |
| Vident Advisory, LLC | 2,927 | $403.9K | 0.00% | −664−18.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,919 | $402.7K | 0.01% | −764−20.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,895 | $399.4K | 0.22% | +36+1.3% | Added |
| Resources Investment Advisors, LLC. | 2,862 | $394.9K | 0.00% | +780+37.5% | Added |
| Jeppson Wealth Management, LLC | 2,856 | $394.0K | 0.12% | +2,856 | New |