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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, 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.

Institutional holdersQ4 2025: 1,045 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 heldQ4 2025: $20.1B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2025.

Institutions holding STZ in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Smallwood Wealth Investment Management, LLC0$70.00%0Unchanged
Cherry Tree Wealth Management, LLC1$1380.00%00.0%Unchanged
HFM Investment Advisors, LLC1$1380.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1380.00%+1New
1015 Capital Partners, LLC1$1380.00%+1New
DiNuzzo Private Wealth, Inc.2$2760.00%−11−84.6%Reduced
HighMark Wealth Management LLC2$2850.00%00.0%Unchanged
Essential Partners LLC3$4140.00%+3New
Marquette Asset Management, LLC4$5520.00%+4New
Elevated Capital Advisors, LLC4$5520.00%+4New
TFC Financial Management4$5520.00%+4New
Key Capital Management, INC4$5520.00%+4New
Plante Moran Financial Advisors, LLC4$5660.00%00.0%Unchanged
Atwood & Palmer Inc5$6900.00%00.0%Unchanged
Barrett & Company, Inc.5$6900.00%00.0%Unchanged
NVWM, LLC5$6900.00%+5New
Advocate Investing Services LLC5$6900.00%+5New
Bay Harbor Wealth Management, LLC6$8270.00%+2+50.0%Added
WPG Advisers, LLC6$8280.00%−121−95.3%Reduced
WestEnd Advisors, LLC6$8280.00%00.0%Unchanged
Navalign, LLC6$8280.00%+6New
Stephens Consulting, LLC6$8280.00%+6New
Quattro Advisors LLC6$8320.00%+6New
PFS Partners, LLC7$9660.00%00.0%Unchanged
Quaker Wealth Management, LLC7$9660.00%+7New
Winnow Wealth LLC7$9660.00%+7New
Granite FO LLC8$1.10K0.00%00.0%Unchanged
Whipplewood Advisors, LLC8$1.10K0.00%+8New
Quest 10 Wealth Builders, Inc.8$1.10K0.00%−1−11.1%Reduced
Hughes Financial Services, LLC9$1.24K0.00%−10−52.6%Reduced
New Millennium Group LLC9$1.24K0.00%00.0%Unchanged
Motco10$1.38K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$1.38K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.38K0.00%+10New
Sunrise Financial Services, LLC10$1.38K0.00%+10New
Sankala Group LLC9$1.42K0.00%+9New
Bullock Wealth Management Group11$1.52K0.00%00.0%Unchanged
Fairscale Capital, LLC11$1.52K0.00%00.0%Unchanged
American Capital Advisory, LLC11$1.52K0.00%+9+450.0%Added
Modus Advisors, LLC12$1.59K0.00%+12New
Kerr Financial Planning Corp10$1.65K0.00%−1−9.1%Reduced
Godsey & Gibb Associates12$1.66K0.00%+12New
HHM Wealth Advisors, LLC12$1.67K0.00%00.0%Unchanged
Clark Wealth Partners13$1.76K0.00%00.0%Unchanged
Signature Equity Partners, LLC14$1.89K0.00%+14New
Penserra Capital Management LLC15$2.00K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.14$2.00K0.00%00.0%Unchanged
Rossby Financial, LCC16$2.21K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC16$2.21K0.00%+6+60.0%Added
Fairman Group, LLC16$2.21K0.00%+16New
Sawyer & Company, Inc18$2.48K0.00%00.0%Unchanged
Breakwater Investment Management19$2.62K0.00%+4+26.7%Added
Crewe Advisors LLC19$2.62K0.00%+19New
Carolina Wealth Advisors, LLC20$2.76K0.00%00.0%Unchanged
Monetary Solutions, Ltd20$2.76K0.00%+20New
Costello Asset Management, INC22$3.04K0.00%00.0%Unchanged
TCTC Holdings, LLC23$3.17K0.00%00.0%Unchanged
Wealth Watch Advisors, INC23$3.17K0.00%+20+666.7%Added
Keating Financial Advisory Services, Inc.23$3.17K0.00%+23New
Rocky Mountain Advisers, LLC24$3.31K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.25$3.45K0.00%−10−28.6%Reduced
IAG Wealth Partners, LLC25$3.45K0.00%00.0%Unchanged
Clayton Financial Group LLC26$3.59K0.00%+26New
Financial Consulate, Inc27$3.73K0.00%+27New
Wellington-Altus USA Inc.27$3.73K0.00%+27New
Cape Investment Advisory, Inc.28$3.83K0.00%+15+115.4%Added
Coston, McIsaac & Partners34$4.00K0.00%−45−57.0%Reduced
Red Tortoise LLC29$4.00K0.00%−27−48.2%Reduced
Meeder Asset Management Inc29$4.00K0.00%+4+16.0%Added
Purpose Unlimited Inc.30$4.14K0.00%+30New
Kohmann Bosshard Financial Services, LLC30$4.14K0.00%+30New
SHP Wealth Management30$4.14K0.00%+30New
Howard Hughes Medical Institute31$4.28K0.00%00.0%Unchanged
Bell Investment Advisors, Inc32$4.42K0.00%−47−59.5%Reduced
Fortitude Family Office, LLC32$4.42K0.00%−20−38.5%Reduced
Raffa Wealth Management, LLC33$4.55K0.00%00.0%Unchanged
ZRC Wealth Management, LLC35$4.83K0.00%+9+34.6%Added
Cornerstone Financial Management LLC35$4.83K0.00%+35New
DHJJ Financial Advisors, Ltd.36$4.97K0.00%−130−78.3%Reduced
Avion Wealth37$5.00K0.00%+24+184.6%Added
Murphy & Mullick Capital Management Corp37$5.11K0.00%00.0%Unchanged
Prosperity Bancshares Inc37$5.11K0.00%+37New
Mascoma Wealth Management LLC38$5.24K0.00%00.0%Unchanged
McIlrath & Eck, LLC38$5.24K0.00%+28+280.0%Added
Park Square Financial Group, LLC24$5.30K0.03%+24New
Anfield Capital Management, LLC39$5.38K0.00%00.0%Unchanged
Caldwell Trust Co40$5.52K0.00%00.0%Unchanged
Richardson Financial Services Inc.40$5.52K0.00%00.0%Unchanged
Basepoint Wealth LLC41$5.68K0.00%+41New
Nemes Rush Group LLC42$5.79K0.00%+2+5.0%Added
Center for Financial Planning, Inc.45$6.21K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac37$6.47K0.00%+37New
Sachetta, LLC48$6.62K0.00%+26+118.2%Added
JFS Wealth Advisors, LLC50$6.90K0.00%−894−94.7%Reduced
St Germain D J Co Inc50$6.90K0.00%00.0%Unchanged
1 North Wealth Services LLC50$6.90K0.00%00.0%Unchanged
BankPlus Trust Department51$7.04K0.00%−83−61.9%Reduced
Frazier Financial Advisors, LLC52$7.17K0.00%00.0%Unchanged
Caitlin John, LLC52$7.21K0.00%00.0%Unchanged
Winch Advisory Services, LLC52$7.22K0.00%00.0%Unchanged