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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 637 | $87.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 624 | $86.1K | 0.00% | −2,195−77.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 612 | $84.0K | 0.00% | −68−10.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 601 | $82.9K | 0.01% | −582−49.2% | Reduced |
| Ronald Blue Trust, Inc. | 590 | $81.4K | 0.00% | −559−48.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 577 | $79.6K | 0.03% | +290+101.0% | Added |
| City State Bank | 574 | $79.2K | 0.02% | −65−10.2% | Reduced |
| Archer Investment Corp | 572 | $78.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 470 | $75.8K | 0.00% | −700−59.8% | Reduced |
| Atlantic Trust, LLC | 548 | $75.6K | 0.01% | +68+14.2% | Added |
| Hillsdale Investment Management Inc. | 546 | $75.3K | 0.00% | +546 | New |
| Erste Asset Management GmbH | 300 | $74.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 528 | $72.8K | 0.00% | −55−9.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 509 | $70.2K | 0.01% | +34+7.2% | Added |
| Align Financial, LLC | 68,980 | $69.0K | 0.04% | +68,980 | New |
| Cromwell Holdings LLC | 499 | $68.8K | 0.04% | +136+37.5% | Added |
| Millstone Evans Group, LLC | 488 | $67.3K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 481 | $66.4K | 0.00% | +387+411.7% | Added |
| Ransom Advisory, Ltd | 460 | $63.5K | 0.02% | −175−27.6% | Reduced |
| Onefund, LLC | 457 | $63.0K | 0.04% | +19+4.3% | Added |
| Vestor Capital, LLC | 22,693 | $62.0K | 0.00% | +22,243+4,942.9% | Added |
| Rothschild Investment LLC | 448 | $61.8K | 0.00% | +310+224.6% | Added |
| Westpac Banking Corp | 446 | $61.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 441 | $60.8K | 0.06% | +4+0.9% | Added |
| WFA of San Diego, LLC | 440 | $60.7K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 385 | $60.3K | 0.00% | −34−8.1% | Reduced |
| Key Financial Inc | 432 | $59.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $55.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 405 | $55.0K | 0.01% | −349−46.3% | Reduced |
| First PREMIER Bank | 400 | $55.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 382 | $52.7K | 0.01% | +382 | New |
| Flagship Wealth Advisors, LLC | 380 | $52.4K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 377 | $52.1K | 0.01% | −5−1.3% | Reduced |
| Princeton Global Asset Management LLC | 375 | $51.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 366 | $51.0K | 0.00% | −64−14.9% | Reduced |
| Consultiva Wealth Management, Corp. | 368 | $50.8K | 0.14% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 364 | $50.2K | 0.01% | +364 | New |
| Raiffeisen Bank International AG | 344 | $48.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 346 | $47.7K | 0.00% | +69+24.9% | Added |
| General Partner, Inc. | 332 | $45.8K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 319 | $44.0K | 0.02% | −91−22.2% | Reduced |
| Sentry Investment Management LLC | 319 | $44.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 316 | $43.6K | 0.01% | +8+2.6% | Added |
| Spire Wealth Management | 314 | $43.4K | 0.00% | −344−52.3% | Reduced |
| Quent Capital, LLC | 312 | $43.0K | 0.00% | +173+124.5% | Added |
| Bruce G. Allen Investments, LLC | 306 | $42.2K | 0.03% | +131+74.9% | Added |
| Curio Wealth, LLC | 300 | $42.1K | 0.01% | +300 | New |
| Fourth Dimension Wealth, LLC | 300 | $41.4K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 294 | $40.5K | 0.00% | −27−8.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 280 | $38.6K | 0.06% | +280 | New |
| Creative Financial Designs Inc | 270 | $37.2K | 0.00% | +5+1.9% | Added |
| GW&K Investment Management, LLC | 267 | $37.0K | 0.00% | +99+58.9% | Added |
| Cetera Trust Company, N.A | 250 | $34.5K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 247 | $34.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $33.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 237 | $33.0K | 0.00% | −32−11.9% | Reduced |
| Capital Analysts, LLC | 240 | $33.0K | 0.00% | +1+0.4% | Added |
| Elyxium Wealth, LLC | 239 | $33.0K | 0.01% | +239 | New |
| CVA Family Office, LLC | 227 | $31.3K | 0.00% | −82−26.5% | Reduced |
| Paladin Advisory Group, LLC | 223 | $30.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 209 | $28.8K | 0.01% | −36−14.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 207 | $28.5K | 0.00% | +207 | New |
| GoalVest Advisory LLC | 205 | $28.3K | 0.01% | +205 | New |
| Blume Capital Management, Inc. | 200 | $27.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $27.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $27.6K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 199 | $27.5K | 0.01% | +199 | New |
| Salomon & Ludwin, LLC | 187 | $26.6K | 0.00% | −22−10.5% | Reduced |
| SageView Advisory Group, LLC | 191 | $26.4K | 0.00% | +191 | New |
| MV Capital Management, Inc. | 189 | $26.1K | 0.00% | +97+105.4% | Added |
| Pin Oak Investment Advisors Inc | 158 | $26.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $24.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 179 | $24.7K | 0.01% | +179 | New |
| Essex Investment Management Co LLC | 178 | $24.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 175 | $24.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 175 | $24.1K | 0.00% | +175 | New |
| Truvestments Capital LLC | 173 | $23.9K | 0.00% | +1+0.6% | Added |
| Manchester Capital Management LLC | 161 | $22.2K | 0.00% | −37−18.7% | Reduced |
| Bogart Wealth, LLC | 161 | $22.2K | 0.00% | +137+570.8% | Added |
| Westside Investment Management, Inc. | 159 | $22.1K | 0.00% | +94+144.6% | Added |
| Eastern Bank | 150 | $20.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $20.7K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 150 | $20.6K | 0.02% | +150 | New |
| Three Bearings Fiduciary Advisors, Inc. | 129 | $20.3K | 0.02% | +129 | New |
| Independence Bank of Kentucky | 136 | $18.8K | 0.00% | −85−38.5% | Reduced |
| Versant Capital Management, Inc | 136 | $18.8K | 0.00% | +136 | New |
| Rosenberg Matthew Hamilton | 133 | $18.3K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 131 | $18.1K | 0.01% | +131 | New |
| Prestige Wealth Management Group LLC | 130 | $17.9K | 0.00% | −48−27.0% | Reduced |
| Asset Dedication, LLC | 127 | $17.5K | 0.00% | −20−13.6% | Reduced |
| Washington Trust Advisors, Inc. | 125 | $17.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $17.1K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 124 | $17.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $16.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 119 | $16.4K | 0.00% | +1+0.8% | Added |
| Beacon Financial Strategies CORP | 119 | $16.4K | 0.01% | +119 | New |
| Rakuten Securities, Inc. | 119 | $16.4K | 0.01% | −3,468−96.7% | Reduced |
| Entrust Financial LLC | 118 | $16.3K | 0.01% | +118 | New |
| Rialto Wealth Management, LLC | 117 | $16.1K | 0.00% | −47−28.7% | Reduced |