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 |
|---|---|---|---|---|---|
| Vestcor Inc | 2,829 | $390.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,805 | $387.0K | 0.02% | +770+37.8% | Added |
| Axxcess Wealth Management, LLC | 2,777 | $383.1K | 0.01% | −199−6.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,758 | $380.5K | 0.05% | +809+41.5% | Added |
| Mission Wealth Management, LP | 2,733 | $377.0K | 0.01% | +2,733 | New |
| HighPoint Advisor Group LLC | 2,730 | $376.6K | 0.01% | −115−4.0% | Reduced |
| Anchor Investment Management, LLC | 2,670 | $368.4K | 0.03% | +130+5.1% | Added |
| Aviance Capital Partners, LLC | 2,658 | $366.7K | 0.04% | −108−3.9% | Reduced |
| Prentice Wealth Management LLC | 2,653 | $366.0K | 0.08% | −108−3.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,644 | $365.0K | 0.00% | −2,318−46.7% | Reduced |
| Tema ETFs LLC | 2,634 | $363.4K | 0.03% | −4−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 2,631 | $362.9K | 0.02% | −56−2.1% | Reduced |
| Laraway Financial Inc | 2,625 | $362.1K | 0.24% | −540−17.1% | Reduced |
| 1620 Investment Advisors, Inc. | 2,616 | $361.0K | 0.24% | −271−9.4% | Reduced |
| Banque Cantonale Vaudoise | 2,550 | $352.0K | 0.01% | −289−10.2% | Reduced |
| Childress Capital Advisors, LLC | 2,544 | $351.0K | 0.06% | +2,544 | New |
| Meiji Yasuda Life Insurance Co | 2,509 | $346.1K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,506 | $345.7K | 0.00% | +132+5.6% | Added |
| GAMMA Investing LLC | 2,472 | $341.0K | 0.02% | +881+55.4% | Added |
| NewEdge Wealth, LLC | 2,472 | $341.0K | 0.00% | +2,472 | New |
| Ellevest, Inc. | 2,462 | $339.7K | 0.05% | +421+20.6% | Added |
| Nomura Holdings Inc | 2,461 | $339.5K | 0.00% | −8,372−77.3% | Reduced |
| Citizens Financial Group Inc | 2,447 | $337.6K | 0.00% | −513−17.3% | Reduced |
| Sage Mountain Advisors LLC | 2,440 | $336.6K | 0.02% | +2,440 | New |
| Farther Finance Advisors, LLC | 2,422 | $334.2K | 0.00% | −622−20.4% | Reduced |
| Byrne Asset Management LLC | 2,414 | $333.0K | 0.19% | −528−17.9% | Reduced |
| Frank, Rimerman Advisors LLC | 2,414 | $333.0K | 0.02% | +803+49.8% | Added |
| BancorpSouth Bank | 2,409 | $332.3K | 0.02% | −877−26.7% | Reduced |
| Arnhold LLC | 2,400 | $331.1K | 0.03% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,397 | $330.7K | 0.00% | −84,581−97.2% | Reduced |
| Investors Asset Management of Georgia Inc | 2,395 | $330.4K | 0.14% | +246+11.4% | Added |
| TCW Group Inc | 2,392 | $330.0K | 0.00% | +2,392 | New |
| Gsa Capital Partners LLP | 2,366 | $326.0K | 0.03% | −346−12.8% | Reduced |
| Athena Investment Management | 2,358 | $325.3K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,458 | $325.1K | 0.01% | +95+4.0% | Added |
| Pictet & Cie (Europe) SA | 2,347 | $323.8K | 0.01% | −1,664−41.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,337 | $322.4K | 0.01% | −360−13.3% | Reduced |
| Diversify Advisory Services, LLC | 2,058 | $322.3K | 0.01% | −41−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,334 | $322.0K | 0.02% | +2,334 | New |
| Verity Asset Management, Inc. | 2,330 | $321.4K | 0.14% | +2,330 | New |
| Vestmark Advisory Solutions, Inc. | 2,326 | $320.9K | 0.00% | +2,326 | New |
| LVW Advisors, LLC | 2,312 | $319.0K | 0.03% | −16−0.7% | Reduced |
| Brown Brothers Harriman & Co | 2,309 | $318.6K | 0.00% | +1,031+80.7% | Added |
| HBW Advisory Services LLC | 2,302 | $317.5K | 0.03% | −187−7.5% | Reduced |
| Hantz Financial Services, Inc. | 2,287 | $316.0K | 0.00% | +1,553+211.6% | Added |
| Dynamic Technology Lab Private Ltd | 2,290 | $316.0K | 0.07% | +2,290 | New |
| Catalytic Wealth RIA, LLC | 2,289 | $315.8K | 0.01% | +708+44.8% | Added |
| Doliver Advisors, LP | 2,277 | $314.1K | 0.08% | −77−3.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,266 | $313.0K | 0.01% | −85−3.6% | Reduced |
| Culbertson A N & Co Inc | 2,268 | $312.9K | 0.04% | +2,268 | New |
| First National Trust Co | 2,261 | $311.9K | 0.01% | −928−29.1% | Reduced |
| First Wilshire Securities Management Inc | 2,260 | $311.8K | 0.08% | +700+44.9% | Added |
| IHT Wealth Management, LLC | 2,254 | $311.0K | 0.01% | −397−15.0% | Reduced |
| Keybank National Association | 2,248 | $310.1K | 0.00% | −461−17.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,206 | $305.6K | 0.01% | −1,120−33.7% | Reduced |
| We Are One Seven, LLC | 2,214 | $305.4K | 0.01% | +356+19.2% | Added |
| Evergreen Capital Management LLC | 2,190 | $302.1K | 0.01% | +2,190 | New |
| Zions Bancorporation, National Association | 2,184 | $301.3K | 0.01% | +208+10.5% | Added |
| Dorsey & Whitney Trust CO LLC | 2,179 | $300.6K | 0.02% | +2,179 | New |
| Baker Tilly Wealth Management, LLC | 2,161 | $298.1K | 0.07% | −157−6.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,145 | $295.9K | 0.07% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,142 | $295.5K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,141 | $295.4K | 0.03% | +2,141 | New |
| Miller Global Investments, LLC | 2,127 | $293.4K | 0.27% | +2,127 | New |
| RMB Capital Management, LLC | 2,101 | $289.8K | 0.01% | +16+0.8% | Added |
| Coppell Advisory Solutions LLC | 2,059 | $288.5K | 0.03% | +364+21.5% | Added |
| Iron Financial, LLC | 2,090 | $288.3K | 0.13% | −18−0.9% | Reduced |
| Legacy Advisors, LLC | 2,089 | $288.3K | 0.03% | −61−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,811 | $287.5K | 0.01% | +1,811 | New |
| Bartlett & Co. Wealth Management LLC | 2,077 | $286.5K | 0.00% | −1,402−40.3% | Reduced |
| Warren Averett Asset Management, LLC | 2,073 | $286.0K | 0.00% | −299−12.6% | Reduced |
| Twin Tree Management, LP | 2,021 | $278.8K | 0.03% | −19,163−90.5% | Reduced |
| Diversified Trust Co | 2,018 | $278.4K | 0.01% | +2,018 | New |
| Montag A & Associates Inc | 2,014 | $277.8K | 0.01% | +1,615+404.8% | Added |
| Define Financial, LLC | 1,998 | $275.7K | 0.16% | +15+0.8% | Added |
| Iams Wealth Management, LLC | 1,997 | $275.7K | 0.10% | +434+27.8% | Added |
| Rexford Capital Inc | 1,993 | $275.0K | 0.21% | −607−23.3% | Reduced |
| Equitable Trust Co | 1,981 | $273.3K | 0.01% | +1,981 | New |
| Sapient Capital LLC | 1,946 | $272.7K | 0.00% | +47+2.5% | Added |
| SBI Securities Co., Ltd. | 1,969 | $271.6K | 0.01% | +930+89.5% | Added |
| Dillon & Associates Inc | 1,953 | $270.0K | 0.03% | −372−16.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,956 | $269.8K | 0.00% | −235−10.7% | Reduced |
| Wallace Advisory Group, LLC | 1,938 | $267.4K | 0.28% | +1,938 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,937 | $267.3K | 0.08% | −718−27.0% | Reduced |
| DRW Securities, LLC | 1,920 | $264.9K | 0.02% | +1,920 | New |
| Signaturefd, LLC | 1,911 | $263.6K | 0.00% | +1,129+144.4% | Added |
| CX Institutional | 1,890 | $261.0K | 0.01% | +1,125+147.1% | Added |
| CoreCap Advisors, LLC | 1,892 | $261.0K | 0.01% | −902−32.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,888 | $260.5K | 0.01% | +257+15.8% | Added |
| TD Waterhouse Canada Inc. | 1,866 | $257.3K | 0.00% | −2,075−52.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,952 | $257.2K | 0.01% | +47+2.5% | Added |
| Umpqua Bank | 1,855 | $255.9K | 0.07% | −58−3.0% | Reduced |
| Fiduciary Trust Co | 1,852 | $255.5K | 0.00% | −1,818−49.5% | Reduced |
| Shayne & Co., LLC | 1,850 | $255.2K | 0.08% | 00.0% | Unchanged |
| David Loasby | 1,673 | $254.0K | 0.02% | +1,673 | New |
| Piscataqua Savings Bank | 1,832 | $252.7K | 0.18% | −1,835−50.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,802 | $248.7K | 0.00% | +159+9.7% | Added |
| National Asset Management, Inc. | 1,796 | $247.7K | 0.01% | +1,796 | New |
| Intrua Financial, LLC | 1,795 | $247.6K | 0.03% | +44+2.5% | Added |
| Callahan Advisors, LLC | 1,789 | $246.8K | 0.02% | −280−13.5% | Reduced |