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, 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	1,039	$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.

Institutions holding STZ in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Davis Capital Management	117	$16.1K	0.01%	+1+0.9%	Added
Hanson & Doremus Investment Management	119	$16.0K	0.00%	00.0%	Unchanged
Trust Co of Toledo NA	115	$15.9K	0.00%	00.0%	Unchanged
Abound Wealth Management	115	$15.8K	0.00%	−128−52.7%	Reduced
Jessup Wealth Management, Inc	113	$15.5K	0.01%	+113	New
Hurley Capital, LLC	112	$15.4K	0.01%	−29−20.6%	Reduced
Covestor Ltd	107	$15.0K	0.01%	+1+0.9%	Added
Ameriflex Group, Inc.	104	$14.3K	0.01%	−120−53.6%	Reduced
Whittier Trust Co of Nevada Inc	97	$13.9K	0.00%	−84−46.4%	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
United Community Bank	97	$13.4K	0.01%	−484−83.3%	Reduced
Cornerstone Planning Group LLC	81	$12.7K	0.00%	−60−42.6%	Reduced
Farmers & Merchants Investments Inc	92	$12.7K	0.00%	00.0%	Unchanged
ORG Partners LLC	92	$12.7K	0.00%	+84+1,050.0%	Added
Aviso Financial Inc.	89	$12.3K	0.00%	+89	New
First Community Trust NA	85	$11.7K	0.01%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	84	$11.6K	0.01%	+84	New
Tucker Asset Management LLC	84	$11.6K	0.00%	+84	New
Kilter Group LLC	81	$11.2K	0.00%	+51+170.0%	Added
JNBA Financial Advisors	80	$11.0K	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
IMA Wealth, Inc.	74	$10.2K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	72	$9.93K	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
Alerus Financial NA	70	$9.66K	0.00%	00.0%	Unchanged
Root Financial Partners, LLC	67	$9.24K	0.00%	−127−65.5%	Reduced
DT Investment Partners, LLC	62	$8.55K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	61	$8.45K	0.00%	−1,863−96.8%	Reduced
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
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
Annis Gardner Whiting Capital Advisors, LLC	58	$8.00K	0.00%	−26−31.0%	Reduced
Ogorek Anthony Joseph	63	$8.00K	0.00%	+21+50.0%	Added
UMA Financial Services, Inc.	57	$7.86K	0.00%	−30−34.5%	Reduced
Colonial Trust Advisors	56	$7.75K	0.00%	−27−32.5%	Reduced
CBIZ Investment Advisory Services, LLC	56	$7.73K	0.00%	+30+115.4%	Added
Winch Advisory Services, LLC	52	$7.22K	0.00%	00.0%	Unchanged
Caitlin John, LLC	52	$7.21K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$7.17K	0.00%	00.0%	Unchanged
BankPlus Trust Department	51	$7.04K	0.00%	−83−61.9%	Reduced
JFS Wealth Advisors, LLC	50	$6.90K	0.00%	−894−94.7%	Reduced
St Germain D J Co Inc	50	$6.90K	0.00%	00.0%	Unchanged
1 North Wealth Services LLC	50	$6.90K	0.00%	00.0%	Unchanged
Sachetta, LLC	48	$6.62K	0.00%	+26+118.2%	Added
Fideuram Asset Management (Ireland) dac	37	$6.47K	0.00%	+37	New
Center for Financial Planning, Inc.	45	$6.21K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	42	$5.79K	0.00%	+2+5.0%	Added
Basepoint Wealth LLC	41	$5.68K	0.00%	+41	New
Caldwell Trust Co	40	$5.52K	0.00%	00.0%	Unchanged
Richardson Financial Services Inc.	40	$5.52K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	39	$5.38K	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	24	$5.30K	0.03%	+24	New
Mascoma Wealth Management LLC	38	$5.24K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	38	$5.24K	0.00%	+28+280.0%	Added
Murphy & Mullick Capital Management Corp	37	$5.11K	0.00%	00.0%	Unchanged
Prosperity Bancshares Inc	37	$5.11K	0.00%	+37	New
Avion Wealth	37	$5.00K	0.00%	+24+184.6%	Added
DHJJ Financial Advisors, Ltd.	36	$4.97K	0.00%	−130−78.3%	Reduced
ZRC Wealth Management, LLC	35	$4.83K	0.00%	+9+34.6%	Added
Cornerstone Financial Management LLC	35	$4.83K	0.00%	+35	New
Raffa Wealth Management, LLC	33	$4.55K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	32	$4.42K	0.00%	−47−59.5%	Reduced
Fortitude Family Office, LLC	32	$4.42K	0.00%	−20−38.5%	Reduced
Howard Hughes Medical Institute	31	$4.28K	0.00%	00.0%	Unchanged
Kohmann Bosshard Financial Services, LLC	30	$4.14K	0.00%	+30	New
SHP Wealth Management	30	$4.14K	0.00%	+30	New
Purpose Unlimited Inc.	30	$4.14K	0.00%	+30	New
Red Tortoise LLC	29	$4.00K	0.00%	−27−48.2%	Reduced
Meeder Asset Management Inc	29	$4.00K	0.00%	+4+16.0%	Added
Coston, McIsaac & Partners	34	$4.00K	0.00%	−45−57.0%	Reduced
Cape Investment Advisory, Inc.	28	$3.83K	0.00%	+15+115.4%	Added
Financial Consulate, Inc	27	$3.73K	0.00%	+27	New
Wellington-Altus USA Inc.	27	$3.73K	0.00%	+27	New
Clayton Financial Group LLC	26	$3.59K	0.00%	+26	New
Steigerwald, Gordon & Koch Inc.	25	$3.45K	0.00%	−10−28.6%	Reduced
IAG Wealth Partners, LLC	25	$3.45K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	24	$3.31K	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	23	$3.17K	0.00%	00.0%	Unchanged
Wealth Watch Advisors, INC	23	$3.17K	0.00%	+20+666.7%	Added
Keating Financial Advisory Services, Inc.	23	$3.17K	0.00%	+23	New
Costello Asset Management, INC	22	$3.04K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	20	$2.76K	0.00%	00.0%	Unchanged
Monetary Solutions, Ltd	20	$2.76K	0.00%	+20	New
Breakwater Investment Management	19	$2.62K	0.00%	+4+26.7%	Added
Crewe Advisors LLC	19	$2.62K	0.00%	+19	New
Sawyer & Company, Inc	18	$2.48K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	16	$2.21K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	16	$2.21K	0.00%	+6+60.0%	Added
Fairman Group, LLC	16	$2.21K	0.00%	+16	New
Penserra Capital Management LLC	15	$2.00K	0.00%	00.0%	Unchanged
T. Rowe Price Investment Management, Inc.	14	$2.00K	0.00%	00.0%	Unchanged