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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; 1,038 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, Q3 2025

Institutional positions in Constellation Brands, Inc. as of Sep 30, 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
1,046
−70 vs. Q2 2025
Shares held
141.3M
−4.38M (−3.0%) vs. Q2 2025
Total value
$19.0B
−$4.65B (−19.6%) vs. Q2 2025
New holders
123
311 more added
Sold out
193
469 more reduced

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,046 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ3 2025: $19.0B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2025.

Institutions holding STZ in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC6$00.00%+6New
Smallwood Wealth Investment Management, LLC0$70.00%0Unchanged
True Wealth Design, LLC1$1350.00%−9−90.0%Reduced
HFM Investment Advisors, LLC1$1350.00%−3−75.0%Reduced
Core Alternative Capital1$1350.00%−2−66.7%Reduced
Cherry Tree Wealth Management, LLC1$1350.00%00.0%Unchanged
Seneschal Advisors, LLC1$1350.00%+1New
Tortoise Investment Management, LLC2$2690.00%−4−66.7%Reduced
Dogwood Wealth Management LLC2$2690.00%+2New
American Capital Advisory, LLC2$2700.00%−3−60.0%Reduced
HighMark Wealth Management LLC2$2780.00%00.0%Unchanged
Turning Point Benefit Group, Inc.2$2780.00%+2New
Wealth Watch Advisors, INC3$4040.00%+3New
Guerra Advisors Inc3$4040.00%+3New
Marshall & Sterling Wealth Advisors Inc.4$5380.00%−28−87.5%Reduced
Bay Harbor Wealth Management, LLC4$5380.00%−1−20.0%Reduced
Bare Financial Services, Inc4$5390.00%+1+33.3%Added
Plante Moran Financial Advisors, LLC4$5480.00%00.0%Unchanged
Barrett & Company, Inc.5$6730.00%00.0%Unchanged
Texas Capital Bancshares Inc5$6730.00%+5New
Addison Advisors LLC5$6740.00%−10−66.7%Reduced
Atwood & Palmer Inc5$6740.00%00.0%Unchanged
Binnacle Investments Inc5$6740.00%+1+25.0%Added
Maseco LLP5$6880.00%00.0%Unchanged
WestEnd Advisors, LLC6$8080.00%00.0%Unchanged
PFS Partners, LLC7$9430.00%+7New
Avion Wealth13$1.00K0.00%−19−59.4%Reduced
TSFG, LLC6$1.00K0.00%+6New
ORG Partners LLC8$1.08K0.00%−7−46.7%Reduced
Granite FO LLC8$1.08K0.00%00.0%Unchanged
New Millennium Group LLC9$1.21K0.00%−88−90.7%Reduced
Quest 10 Wealth Builders, Inc.9$1.21K0.00%−1−10.0%Reduced
Motco10$1.35K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$1.35K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC10$1.35K0.00%00.0%Unchanged
McIlrath & Eck, LLC10$1.35K0.00%+5+100.0%Added
Principia Wealth Advisory, LLC10$1.35K0.00%+7+233.3%Added
Kerr Financial Planning Corp11$1.46K0.00%+11New
Fairscale Capital, LLC11$1.48K0.00%00.0%Unchanged
Avalon Trust Co11$1.48K0.00%+11New
Bullock Wealth Management Group11$1.53K0.00%+11New
HHM Wealth Advisors, LLC12$1.63K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC12$1.68K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.13$1.75K0.00%−18−58.1%Reduced
Clark Wealth Partners13$1.76K0.00%00.0%Unchanged
Penserra Capital Management LLC15$2.00K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.14$2.00K0.00%+14New
Breakwater Investment Management15$2.02K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$2.11K0.00%00.0%Unchanged
Park Place Capital Corp16$2.15K0.00%00.0%Unchanged
Rossby Financial, LCC16$2.22K0.00%+2+14.3%Added
Heartwood Wealth Advisors LLC18$2.42K0.00%+18New
Hughes Financial Services, LLC19$2.44K0.00%+13+216.7%Added
Advanced Portfolio Management, LLC19$2.56K0.01%+19New
Carolina Wealth Advisors, LLC20$2.69K0.00%00.0%Unchanged
Costello Asset Management, INC22$2.96K0.00%00.0%Unchanged
Sachetta, LLC22$2.96K0.00%−20−47.6%Reduced
Sawyer & Company, Inc18$3.00K0.00%00.0%Unchanged
TCTC Holdings, LLC23$3.10K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC24$3.23K0.00%00.0%Unchanged
Bogart Wealth, LLC24$3.23K0.00%00.0%Unchanged
Meeder Asset Management Inc25$3.37K0.00%−4−13.8%Reduced
IAG Wealth Partners, LLC25$3.37K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC25$3.37K0.00%+25New
CBIZ Investment Advisory Services, LLC26$3.50K0.00%+12+85.7%Added
Sofos Investments, Inc.26$3.50K0.00%+26New
ZRC Wealth Management, LLC26$3.50K0.00%00.0%Unchanged
Activest Wealth Management28$3.77K0.00%+23+460.0%Added
Kilter Group LLC30$4.04K0.00%−13−30.2%Reduced
Howard Hughes Medical Institute31$4.17K0.00%−2−6.1%Reduced
Raffa Wealth Management, LLC33$4.44K0.00%+12+57.1%Added
Steigerwald, Gordon & Koch Inc.35$4.71K0.00%+35New
Murphy & Mullick Capital Management Corp37$4.77K0.00%00.0%Unchanged
Ogorek Anthony Joseph42$5.00K0.00%+13+44.8%Added
Mascoma Wealth Management LLC38$5.12K0.00%00.0%Unchanged
Groupe la Francaise45$5.23K0.00%+45New
Anfield Capital Management, LLC39$5.25K0.00%00.0%Unchanged
Richardson Financial Services Inc.40$5.39K0.00%−35−46.7%Reduced
Nemes Rush Group LLC40$5.39K0.00%00.0%Unchanged
Caldwell Trust Co40$5.39K0.00%00.0%Unchanged
Promus Capital, LLC44$5.92K0.00%+44New
Hemington Wealth Management48$6.00K0.00%−59−55.1%Reduced
Center for Financial Planning, Inc.45$6.06K0.00%00.0%Unchanged
Financial Management Professionals, Inc.47$6.33K0.00%−6−11.3%Reduced
St Germain D J Co Inc50$6.73K0.00%−19−27.5%Reduced
1 North Wealth Services LLC50$6.73K0.00%00.0%Unchanged
First Pacific Financial50$6.73K0.00%00.0%Unchanged
Caitlin John, LLC52$6.99K0.00%+52New
Fortitude Family Office, LLC52$7.00K0.00%−21−28.8%Reduced
Frazier Financial Advisors, LLC52$7.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC52$7.05K0.00%00.0%Unchanged
Private Wealth Management Group, LLC54$7.27K0.00%−11−16.9%Reduced
Red Tortoise LLC56$7.54K0.00%+56New
Private Wealth Asset Management, LLC59$7.95K0.00%00.0%Unchanged
Black Cypress Capital Management, LLC60$8.08K0.01%+60New
Evermay Wealth Management LLC60$8.08K0.00%00.0%Unchanged
DT Investment Partners, LLC62$8.35K0.00%00.0%Unchanged
Westside Investment Management, Inc.65$8.81K0.00%−36−35.6%Reduced
High Note Wealth, LLC67$9.02K0.00%−11−14.1%Reduced
Alerus Financial NA70$9.43K0.00%00.0%Unchanged