Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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, 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

Value heldQ3 2025: $19.0B

Institutions holding STZ and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Hurley Capital, LLC	141	$18.9K	0.01%	+1+0.7%	Added
Quent Capital, LLC	139	$18.7K	0.00%	+139	New
Rothschild Investment LLC	138	$18.6K	0.00%	+78+130.0%	Added
Cornerstone Planning Group LLC	141	$18.2K	0.00%	+93+193.8%	Added
BankPlus Trust Department	134	$18.0K	0.00%	−56−29.5%	Reduced
Rosenberg Matthew Hamilton	133	$17.9K	0.00%	−453−77.3%	Reduced
Oakworth Capital, Inc.	133	$17.9K	0.00%	00.0%	Unchanged
WPG Advisers, LLC	127	$17.1K	0.01%	−97−43.3%	Reduced
Gulf International Bank (UK) Ltd	124	$17.0K	0.00%	−211−63.0%	Reduced
Horizon Bancorp Inc	125	$17.0K	0.01%	00.0%	Unchanged
Washington Trust Advisors, Inc.	125	$16.8K	0.00%	00.0%	Unchanged
Investors Research Corp	124	$16.7K	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	121	$16.3K	0.00%	00.0%	Unchanged
Mather Group, LLC.	119	$16.0K	0.00%	+119	New
Hanson & Doremus Investment Management	119	$16.0K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	118	$15.9K	0.00%	−2−1.7%	Reduced
Davis Capital Management	116	$15.6K	0.01%	+116	New
Trust Co of Toledo NA	115	$15.5K	0.00%	−3−2.5%	Reduced
Kings Path Partners LLC	114	$15.4K	0.01%	00.0%	Unchanged
Covestor Ltd	106	$14.0K	0.01%	−4−3.6%	Reduced
Caldwell Sutter Capital, Inc.	100	$13.5K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	100	$13.5K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$13.5K	0.00%	00.0%	Unchanged
Indiana Trust & Investment Management CO	100	$13.5K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$13.5K	0.01%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$13.5K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	100	$13.5K	0.00%	+100	New
Affinity Wealth LLC	100	$13.5K	0.01%	+100	New
Farmers & Merchants Trust Co of Chambersburg PA	100	$13.0K	0.00%	00.0%	Unchanged
MCF Advisors LLC	94	$12.7K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	92	$12.4K	0.00%	−21−18.6%	Reduced
Farmers & Merchants Investments Inc	92	$12.4K	0.00%	00.0%	Unchanged
Accredited Wealth Management, LLC	316	$11.7K	0.01%	+269+572.3%	Added
UMA Financial Services, Inc.	87	$11.7K	0.00%	+87	New
MTM Investment Management, LLC	86	$11.6K	0.00%	00.0%	Unchanged
First Community Trust NA	85	$11.4K	0.01%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	84	$11.3K	0.00%	−79−48.5%	Reduced
Colonial Trust Advisors	83	$11.2K	0.00%	−94−53.1%	Reduced
JNBA Financial Advisors	80	$10.8K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	79	$10.6K	0.00%	−6−7.1%	Reduced
Hara Capital LLC	75	$10.1K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	79	$10.0K	0.00%	+7+9.7%	Added
IMA Wealth, Inc.	74	$9.97K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	72	$9.70K	0.00%	+72	New
FSA Wealth Management LLC	71	$9.58K	0.00%	00.0%	Unchanged
Alerus Financial NA	70	$9.43K	0.00%	00.0%	Unchanged
Graney & King, LLC	70	$9.43K	0.01%	00.0%	Unchanged
High Note Wealth, LLC	67	$9.02K	0.00%	−11−14.1%	Reduced
Westside Investment Management, Inc.	65	$8.81K	0.00%	−36−35.6%	Reduced
DT Investment Partners, LLC	62	$8.35K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	60	$8.08K	0.00%	00.0%	Unchanged
Black Cypress Capital Management, LLC	60	$8.08K	0.01%	+60	New
Private Wealth Asset Management, LLC	59	$7.95K	0.00%	00.0%	Unchanged
Red Tortoise LLC	56	$7.54K	0.00%	+56	New
Private Wealth Management Group, LLC	54	$7.27K	0.00%	−11−16.9%	Reduced
Winch Advisory Services, LLC	52	$7.05K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	52	$7.00K	0.00%	−21−28.8%	Reduced
Frazier Financial Advisors, LLC	52	$7.00K	0.00%	00.0%	Unchanged
Caitlin John, LLC	52	$6.99K	0.00%	+52	New
St Germain D J Co Inc	50	$6.73K	0.00%	−19−27.5%	Reduced
1 North Wealth Services LLC	50	$6.73K	0.00%	00.0%	Unchanged
First Pacific Financial	50	$6.73K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	47	$6.33K	0.00%	−6−11.3%	Reduced
Center for Financial Planning, Inc.	45	$6.06K	0.00%	00.0%	Unchanged
Hemington Wealth Management	48	$6.00K	0.00%	−59−55.1%	Reduced
Promus Capital, LLC	44	$5.92K	0.00%	+44	New
Nemes Rush Group LLC	40	$5.39K	0.00%	00.0%	Unchanged
Caldwell Trust Co	40	$5.39K	0.00%	00.0%	Unchanged
Richardson Financial Services Inc.	40	$5.39K	0.00%	−35−46.7%	Reduced
Anfield Capital Management, LLC	39	$5.25K	0.00%	00.0%	Unchanged
Groupe la Francaise	45	$5.23K	0.00%	+45	New
Mascoma Wealth Management LLC	38	$5.12K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	42	$5.00K	0.00%	+13+44.8%	Added
Murphy & Mullick Capital Management Corp	37	$4.77K	0.00%	00.0%	Unchanged
Steigerwald, Gordon & Koch Inc.	35	$4.71K	0.00%	+35	New
Raffa Wealth Management, LLC	33	$4.44K	0.00%	+12+57.1%	Added
Howard Hughes Medical Institute	31	$4.17K	0.00%	−2−6.1%	Reduced
Kilter Group LLC	30	$4.04K	0.00%	−13−30.2%	Reduced
Activest Wealth Management	28	$3.77K	0.00%	+23+460.0%	Added
ZRC Wealth Management, LLC	26	$3.50K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	26	$3.50K	0.00%	+12+85.7%	Added
Sofos Investments, Inc.	26	$3.50K	0.00%	+26	New
Meeder Asset Management Inc	25	$3.37K	0.00%	−4−13.8%	Reduced
IAG Wealth Partners, LLC	25	$3.37K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	25	$3.37K	0.00%	+25	New
Rocky Mountain Advisers, LLC	24	$3.23K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	24	$3.23K	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	23	$3.10K	0.00%	00.0%	Unchanged
Sawyer & Company, Inc	18	$3.00K	0.00%	00.0%	Unchanged
Sachetta, LLC	22	$2.96K	0.00%	−20−47.6%	Reduced
Costello Asset Management, INC	22	$2.96K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	20	$2.69K	0.00%	00.0%	Unchanged
Advanced Portfolio Management, LLC	19	$2.56K	0.01%	+19	New
Hughes Financial Services, LLC	19	$2.44K	0.00%	+13+216.7%	Added
Heartwood Wealth Advisors LLC	18	$2.42K	0.00%	+18	New
Rossby Financial, LCC	16	$2.22K	0.00%	+2+14.3%	Added
Park Place Capital Corp	16	$2.15K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	13	$2.11K	0.00%	00.0%	Unchanged
Breakwater Investment Management	15	$2.02K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	15	$2.00K	0.00%	00.0%	Unchanged