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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 1,785 | $246.3K | 0.01% | −41−2.2% | Reduced |
| Everpar Advisors LLC | 1,784 | $246.1K | 0.09% | −515−22.4% | Reduced |
| TownSquare Capital, LLC | 1,783 | $246.0K | 0.06% | −115−6.1% | Reduced |
| Legacy Bridge, LLC | 1,765 | $243.5K | 0.10% | +34+2.0% | Added |
| Cowa, LLC | 1,761 | $243.0K | 0.07% | −499−22.1% | Reduced |
| Keebeck Wealth Management, LLC | 1,760 | $242.8K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,745 | $240.7K | 0.00% | −839−32.5% | Reduced |
| Global Retirement Partners, LLC | 1,739 | $239.9K | 0.00% | +105+6.4% | Added |
| AE Wealth Management LLC | 1,728 | $238.5K | 0.00% | +214+14.1% | Added |
| Prime Capital Investment Advisors, LLC | 1,722 | $237.5K | 0.00% | −80−4.4% | Reduced |
| Arcataur Capital Management LLC | 1,711 | $236.1K | 0.07% | −98−5.4% | Reduced |
| New Republic Capital, LLC | 1,708 | $235.6K | 0.06% | +1,708 | New |
| RD Lewis Holdings, Inc. | 1,461 | $234.7K | 0.20% | +1,461 | New |
| Regatta Capital Group, LLC | 1,699 | $234.3K | 0.04% | −55−3.1% | Reduced |
| MidWestOne Financial Group, Inc. | 1,693 | $233.6K | 0.03% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,656 | $228.4K | 0.11% | −866−34.3% | Reduced |
| Strategic Investment Solutions, Inc. | 1,653 | $228.0K | 0.05% | +309+23.0% | Added |
| Alhambra Investment Partners LLC | 1,650 | $227.6K | 0.11% | +1,650 | New |
| Occudo Quantitative Strategies LP | 1,646 | $227.1K | 0.02% | −11,853−87.8% | Reduced |
| Atomi Financial Group, Inc. | 1,640 | $226.3K | 0.01% | +1,640 | New |
| NBC Securities, Inc. | 1,626 | $224.4K | 0.02% | −158−8.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,615 | $222.8K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,600 | $220.7K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,595 | $220.1K | 0.00% | +957+150.0% | Added |
| Wellington Grp LLC | 1,595 | $220.0K | 0.07% | +1,595 | New |
| Patton Fund Management, Inc. | 1,594 | $219.9K | 0.03% | +1,594 | New |
| BSW Wealth Partners | 1,589 | $219.2K | 0.03% | −97−5.8% | Reduced |
| Pinnacle Associates Ltd | 1,580 | $218.0K | 0.00% | −1,980−55.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,580 | $218.0K | 0.13% | −1,774−52.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,580 | $218.0K | 0.13% | +1,580 | New |
| Souders Financial Advisors | 1,577 | $217.6K | 0.02% | +1,577 | New |
| Secure Asset Management, LLC | 1,572 | $216.9K | 0.03% | −314−16.6% | Reduced |
| Syon Capital LLC | 1,570 | $216.6K | 0.01% | +1,570 | New |
| GK Wealth Management LLC | 1,570 | $216.6K | 0.16% | −130−7.6% | Reduced |
| Independent Advisor Alliance | 1,552 | $214.1K | 0.01% | −6−0.4% | Reduced |
| Granite Harbor Advisors, Inc. | 1,550 | $213.8K | 0.09% | +1,550 | New |
| Kavar Capital Partners Group, LLC | 1,541 | $212.6K | 0.03% | +5+0.3% | Added |
| Candriam Luxembourg S.C.A. | 1,535 | $211.8K | 0.00% | −3,042−66.5% | Reduced |
| LifePlan Financial, LLC | 1,530 | $211.1K | 0.16% | −1,532−50.0% | Reduced |
| Farringdon Capital, Ltd. | 1,519 | $209.6K | 0.05% | +1,519 | New |
| Bangor Savings Bank | 1,518 | $209.4K | 0.02% | −863−36.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,500 | $206.9K | 0.04% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,500 | $206.9K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,497 | $206.5K | 0.02% | −188−11.2% | Reduced |
| Harbour Investments, Inc. | 1,490 | $205.6K | 0.00% | +255+20.6% | Added |
| Pensionmark Financial Group, LLC | 1,490 | $205.6K | 0.00% | −1,782−54.5% | Reduced |
| Parkside Financial Bank & Trust | 1,490 | $205.6K | 0.02% | +259+21.0% | Added |
| Alphadyne Asset Management LP | 1,486 | $205.0K | 0.02% | +983+195.4% | Added |
| Claret Asset Management Corp | 1,482 | $205.0K | 0.02% | −4−0.3% | Reduced |
| Midwest Trust Co | 1,479 | $204.0K | 0.00% | +1,479 | New |
| Private Capital Management, LLC | 1,472 | $203.1K | 0.02% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,467 | $202.4K | 0.01% | −11,071−88.3% | Reduced |
| One Wealth Capital Management, LLC | 1,463 | $201.8K | 0.09% | +1,463 | New |
| Diamant Asset Management, Inc. | 1,460 | $201.4K | 0.15% | −410−21.9% | Reduced |
| Charter Research & Investment Group, Inc. | 1,451 | $200.2K | 0.13% | −190−11.6% | Reduced |
| BLI - Banque de Luxembourg Investments | 1,410 | $197.6K | 0.01% | −66,030−97.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,384 | $190.9K | 0.02% | +1,384 | New |
| First Command Advisory Services, Inc. | 1,373 | $189.4K | 0.00% | −894−39.4% | Reduced |
| Smartleaf Asset Management LLC | 1,338 | $187.6K | 0.01% | +74+5.9% | Added |
| Employees Retirement System of Texas | 1,331 | $184.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,320 | $182.1K | 0.02% | +1,320 | New |
| Ameritas Investment Partners, Inc. | 1,301 | $179.5K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,295 | $178.7K | 0.09% | −260−16.7% | Reduced |
| City Holding Co | 1,285 | $177.3K | 0.02% | −4,684−78.5% | Reduced |
| Sava Infond d.o.o. | 1,240 | $171.1K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,220 | $168.4K | 0.00% | −6,022−83.2% | Reduced |
| AdvisorNet Financial, Inc | 1,180 | $162.7K | 0.01% | +171+16.9% | Added |
| Bessemer Group Inc | 1,134 | $157.0K | 0.00% | −391−25.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,128 | $155.6K | 0.00% | −3,402−75.1% | Reduced |
| Bryn Mawr Trust Co | 1,117 | $154.1K | 0.00% | −1,365−55.0% | Reduced |
| Clearstead Advisors, LLC | 1,088 | $150.1K | 0.00% | +337+44.9% | Added |
| Colonial Trust Co | 1,066 | $147.1K | 0.02% | +33+3.2% | Added |
| Harbor Investment Advisory, LLC | 1,046 | $144.3K | 0.01% | +420+67.1% | Added |
| Advisors Asset Management, Inc. | 1,039 | $143.3K | 0.00% | −563−35.1% | Reduced |
| Resources Management Corp | 1,030 | $142.0K | 0.02% | −1,694−62.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,018 | $140.0K | 0.04% | −431−29.7% | Reduced |
| Community Bank, N.A. | 1,000 | $138.0K | 0.02% | 00.0% | Unchanged |
| Clio Asset Management LLC | 1,000 | $138.0K | 0.11% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 999 | $137.8K | 0.00% | −403−28.7% | Reduced |
| Umb Bank N A | 997 | $137.5K | 0.00% | +410+69.8% | Added |
| ESL Trust Services, LLC | 900 | $124.2K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 883 | $121.8K | 0.00% | +410+86.7% | Added |
| Webster Bank, N. A. | 880 | $121.4K | 0.01% | −100−10.2% | Reduced |
| Medallion Wealth Advisors, LLC | 867 | $119.6K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 864 | $119.3K | 0.00% | +39+4.7% | Added |
| IMG Wealth Management, Inc. | 860 | $118.6K | 0.08% | +20+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 857 | $118.2K | 0.03% | +36+4.4% | Added |
| North Star Investment Management Corp. | 857 | $118.2K | 0.01% | −17−1.9% | Reduced |
| Hills Bank & Trust Co | 856 | $118.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 816 | $112.6K | 0.00% | +7+0.9% | Added |
| Avestar Capital, LLC | 814 | $112.3K | 0.01% | +140+20.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 813 | $112.1K | 0.00% | −1,675−67.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 740 | $102.1K | 0.05% | −1,900−72.0% | Reduced |
| Cary Street Partners Financial LLC | 712 | $98.2K | 0.00% | −558−43.9% | Reduced |
| HM Payson & Co | 701 | $96.7K | 0.00% | +64+10.0% | Added |
| DV Equities, LLC | 695 | $95.9K | 0.02% | +695 | New |
| Wexford Capital LP | 678 | $93.5K | 0.02% | +678 | New |
| LRI Investments, LLC | 659 | $90.9K | 0.01% | +314+91.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 652 | $90.1K | 0.03% | +265+68.5% | Added |
| Los Angeles Capital Management LLC | 682 | $87.9K | 0.00% | +682 | New |