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; 1,038 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

Value heldQ4 2025: $20.1B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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.

Institutions holding STZ in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
CBIZ Investment Advisory Services, LLC	56	$7.73K	0.00%	+30+115.4%	Added
Colonial Trust Advisors	56	$7.75K	0.00%	−27−32.5%	Reduced
UMA Financial Services, Inc.	57	$7.86K	0.00%	−30−34.5%	Reduced
Ogorek Anthony Joseph	63	$8.00K	0.00%	+21+50.0%	Added
Annis Gardner Whiting Capital Advisors, LLC	58	$8.00K	0.00%	−26−31.0%	Reduced
Private Wealth Asset Management, LLC	59	$8.14K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	59	$8.14K	0.00%	+5+9.3%	Added
Evermay Wealth Management LLC	60	$8.28K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	60	$8.28K	0.00%	+13+27.7%	Added
Westfuller Advisors, LLC	61	$8.45K	0.00%	−1,863−96.8%	Reduced
DT Investment Partners, LLC	62	$8.55K	0.00%	00.0%	Unchanged
Root Financial Partners, LLC	67	$9.24K	0.00%	−127−65.5%	Reduced
Alerus Financial NA	70	$9.66K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	71	$9.79K	0.00%	+4+6.0%	Added
Vermillion Wealth Management, Inc.	71	$9.79K	0.00%	+71	New
J.Safra Asset Management Corp	72	$9.93K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	74	$10.2K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	75	$10.3K	0.00%	−25−25.0%	Reduced
Hara Capital LLC	75	$10.3K	0.01%	00.0%	Unchanged
JNBA Financial Advisors	80	$11.0K	0.00%	00.0%	Unchanged
Kilter Group LLC	81	$11.2K	0.00%	+51+170.0%	Added
Tucker Asset Management LLC	84	$11.6K	0.00%	+84	New
Hilton Head Capital Partners, LLC	84	$11.6K	0.01%	+84	New
First Community Trust NA	85	$11.7K	0.01%	00.0%	Unchanged
Aviso Financial Inc.	89	$12.3K	0.00%	+89	New
ORG Partners LLC	92	$12.7K	0.00%	+84+1,050.0%	Added
Farmers & Merchants Investments Inc	92	$12.7K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	81	$12.7K	0.00%	−60−42.6%	Reduced
United Community Bank	97	$13.4K	0.01%	−484−83.3%	Reduced
Caldwell Sutter Capital, Inc.	100	$13.8K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	100	$13.8K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$13.8K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$13.8K	0.01%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$13.8K	0.00%	00.0%	Unchanged
Affinity Wealth LLC	100	$13.8K	0.01%	00.0%	Unchanged
Islay Capital Management, LLC	100	$13.8K	0.01%	+100	New
Whittier Trust Co of Nevada Inc	97	$13.9K	0.00%	−84−46.4%	Reduced
Ameriflex Group, Inc.	104	$14.3K	0.01%	−120−53.6%	Reduced
Covestor Ltd	107	$15.0K	0.01%	+1+0.9%	Added
Hurley Capital, LLC	112	$15.4K	0.01%	−29−20.6%	Reduced
Jessup Wealth Management, Inc	113	$15.5K	0.01%	+113	New
Abound Wealth Management	115	$15.8K	0.00%	−128−52.7%	Reduced
Trust Co of Toledo NA	115	$15.9K	0.00%	00.0%	Unchanged
Hanson & Doremus Investment Management	119	$16.0K	0.00%	00.0%	Unchanged
Davis Capital Management	117	$16.1K	0.01%	+1+0.9%	Added
Rialto Wealth Management, LLC	117	$16.1K	0.00%	−47−28.7%	Reduced
Entrust Financial LLC	118	$16.3K	0.01%	+118	New
Rakuten Securities, Inc.	119	$16.4K	0.01%	−3,468−96.7%	Reduced
Beacon Financial Strategies CORP	119	$16.4K	0.01%	+119	New
Dunhill Financial, LLC	119	$16.4K	0.00%	+1+0.8%	Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA	121	$16.7K	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
Investors Research Corp	124	$17.1K	0.00%	00.0%	Unchanged
Washington Trust Advisors, Inc.	125	$17.2K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	127	$17.5K	0.00%	−20−13.6%	Reduced
Prestige Wealth Management Group LLC	130	$17.9K	0.00%	−48−27.0%	Reduced
Reflection Asset Management	131	$18.1K	0.01%	+131	New
Rosenberg Matthew Hamilton	133	$18.3K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	136	$18.8K	0.00%	−85−38.5%	Reduced
Versant Capital Management, Inc	136	$18.8K	0.00%	+136	New
Three Bearings Fiduciary Advisors, Inc.	129	$20.3K	0.02%	+129	New
Ares Financial Consulting, LLC	150	$20.6K	0.02%	+150	New
Eastern Bank	150	$20.7K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	150	$20.7K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	159	$22.1K	0.00%	+94+144.6%	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
Truvestments Capital LLC	173	$23.9K	0.00%	+1+0.6%	Added
Glen Eagle Advisors, LLC	175	$24.1K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	175	$24.1K	0.00%	+175	New
Essex Investment Management Co LLC	178	$24.6K	0.00%	00.0%	Unchanged
Basecamp Wealth Advisors LLC	179	$24.7K	0.01%	+179	New
Chilton Capital Management LLC	180	$24.8K	0.00%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	158	$26.0K	0.02%	00.0%	Unchanged
MV Capital Management, Inc.	189	$26.1K	0.00%	+97+105.4%	Added
SageView Advisory Group, LLC	191	$26.4K	0.00%	+191	New
Salomon & Ludwin, LLC	187	$26.6K	0.00%	−22−10.5%	Reduced
Strive Financial Group ,LLC	199	$27.5K	0.01%	+199	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
GoalVest Advisory LLC	205	$28.3K	0.01%	+205	New
Pinnacle Wealth Planning Services, Inc.	207	$28.5K	0.00%	+207	New
Clear Street Markets LLC	209	$28.8K	0.01%	−36−14.7%	Reduced
Paladin Advisory Group, LLC	223	$30.8K	0.02%	00.0%	Unchanged
CVA Family Office, LLC	227	$31.3K	0.00%	−82−26.5%	Reduced
Elyxium Wealth, LLC	239	$33.0K	0.01%	+239	New
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
Albion Financial Group	245	$33.8K	0.00%	00.0%	Unchanged
Hoey Investments, Inc	247	$34.1K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	250	$34.5K	0.02%	00.0%	Unchanged
GW&K Investment Management, LLC	267	$37.0K	0.00%	+99+58.9%	Added
Creative Financial Designs Inc	270	$37.2K	0.00%	+5+1.9%	Added
Mowery & Schoenfeld Wealth Management, LLC	280	$38.6K	0.06%	+280	New
Sunbelt Securities, Inc.	294	$40.5K	0.00%	−27−8.4%	Reduced
Fourth Dimension Wealth, LLC	300	$41.4K	0.02%	00.0%	Unchanged
Curio Wealth, LLC	300	$42.1K	0.01%	+300	New
Bruce G. Allen Investments, LLC	306	$42.2K	0.03%	+131+74.9%	Added