CONSTELLATION BRANDS, INC. - Common Stock, par value $0.01 per share (STZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
STZ on NYSE
Shares outstanding
176,315,789
Price per share
$157.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
144,492,532
Total reported value
$19,933,555,927
% of total 13F portfolios
0.01%
Share change
+3,472,600
Value change
+$489,010,731
Number of holders
1,005
Price from insider filings
$157.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CONSTELLATION BRANDS, INC. - Common Stock, par value $0.01 per share (STZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% +18% $3,430,818,234 +$537,040,024 18,417,534 +19% The Vanguard Group 31 Mar 2025
BERKSHIRE HATHAWAY INC 7.6% +14% $1,804,578,000 +$187,325,970 13,400,000 +12% Warren E. Buffett 30 Sep 2025
Capital World Investors 3.8% -47% $913,235,786 -$819,278,547 6,781,286 -47% Capital World Investors 30 Sep 2025
Capital International Investors 2.3% $789,864,642 4,240,201 Capital International Investors 31 Dec 2024

As of 31 Dec 2025, 1,005 institutional investors reported holding 144,492,532 shares of CONSTELLATION BRANDS, INC. - Common Stock, par value $0.01 per share (STZ). This represents 82% of the company’s total 176,315,789 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CONSTELLATION BRANDS, INC. - Common Stock, par value $0.01 per share (STZ) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 17,864,333 -1.9% 0.04% $2,464,563,381
Berkshire Hathaway Inc 7.4% 13,000,000 -3% 0.65% $1,793,480,000
BlackRock, Inc. 6.2% 10,865,382 +2.3% 0.03% $1,498,988,074
Capital World Investors 4.1% 7,238,575 +8.3% 0.14% $998,739,890
STATE STREET CORP 3.9% 6,911,369 +5% 0.03% $953,492,467
Capital International Investors 3.7% 6,442,600 +49% 0.14% $888,930,032
WELLINGTON MANAGEMENT GROUP LLP 3.4% 6,018,653 +14% 0.15% $830,333,368
FMR LLC 2.3% 4,033,393 -1.7% 0.03% $556,446,914
Grantham, Mayo, Van Otterloo & Co. LLC 2.2% 3,864,034 +4.1% 1.4% $533,082,371
GEODE CAPITAL MANAGEMENT, LLC 2.1% 3,739,549 +1.5% 0.03% $513,870,760
HARRIS ASSOCIATES L P 1.8% 3,234,152 +58% 0.57% $446,183,571
AMERIPRISE FINANCIAL INC 1.6% 2,893,863 -7.4% 0.09% $399,244,622
MORGAN STANLEY 1.5% 2,725,174 -1.3% 0.02% $375,965,239
VAN ECK ASSOCIATES CORP 1.4% 2,397,275 +11% 0.27% $330,728,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 2,129,373 +5.3% 0.05% $293,769,792
NORGES BANK 1.1% 1,941,126 0.03% $267,797,743
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1% 1,787,066 +7.4% 0.74% $246,543,625
DIMENSIONAL FUND ADVISORS LP 0.99% 1,738,114 -6.3% 0.05% $239,827,905
Invesco Ltd. 0.98% 1,725,825 +18% 0.04% $238,094,878
GOLDMAN SACHS GROUP INC 0.81% 1,427,141 +111% 0.03% $196,888,451
Point72 Asset Management, L.P. 0.8% 1,407,275 +543% 0.3% $194,147,659
NORTHERN TRUST CORP 0.76% 1,332,216 +0.69% 0.02% $183,792,520
JPMORGAN CHASE & CO 0.74% 1,306,733 -28% 0.01% $180,277,037
BANK OF AMERICA CORP /DE/ 0.73% 1,281,760 -6.1% 0.01% $176,831,650
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.72% 1,268,672 +19% 0.1% $175,025,989

Institutional Holders of CONSTELLATION BRANDS, INC. - Common Stock, par value $0.01 per share (STZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 144,492,532 $19,933,555,927 +$489,010,731 $137.96 1,005
2025 Q3 141,264,636 $19,025,003,399 -$873,126,898 $134.67 1,030
2025 Q2 147,108,341 $23,933,148,588 +$309,878,317 $162.68 1,115
2025 Q1 145,132,785 $26,631,389,480 -$553,010,729 $183.52 1,161
2024 Q4 146,550,048 $32,382,565,187 +$252,246,975 $221.00 1,324
2024 Q3 144,656,991 $37,254,768,254 -$418,467,872 $257.69 1,313
2024 Q2 145,612,676 $37,455,009,221 -$19,911,606 $257.28 1,329
2024 Q1 145,772,718 $39,585,866,473 +$1,273,552,383 $271.76 1,311
2023 Q4 141,194,779 $34,131,916,122 -$319,808,561 $241.75 1,294
2023 Q3 142,248,843 $35,743,982,692 -$179,072,639 $251.33 1,251
2023 Q2 143,024,511 $35,180,163,696 +$1,148,183,200 $246.13 1,219
2023 Q1 138,328,847 $31,238,012,438 +$410,652,641 $225.89 1,176
2022 Q4 137,909,217 $31,954,087,944 +$964,970,951 $231.75 1,245
2022 Q3 133,988,641 $30,792,546,361 +$539,526,343 $229.68 1,193
2022 Q2 129,974,069 $30,319,342,635 -$897,627,116 $233.06 1,205
2022 Q1 134,820,342 $31,072,878,590 -$132,586,463 $230.32 1,189
2021 Q4 135,179,104 $33,909,754,006 +$847,557,630 $250.97 1,209
2021 Q3 132,031,756 $27,828,474,993 -$1,028,639,061 $210.69 1,114
2021 Q2 136,797,586 $31,991,752,613 -$573,383,766 $233.89 1,135
2021 Q1 139,221,007 $31,744,624,885 +$25,851,154 $228.00 1,144
2020 Q4 139,359,875 $30,531,534,651 -$336,158,475 $219.05 1,116
2020 Q3 141,217,478 $26,735,528,555 +$141,575,467 $189.51 1,028
2020 Q2 140,157,810 $24,526,326,493 +$109,712,746 $174.95 1,009
2020 Q1 139,919,747 $20,061,407,859 -$206,445,411 $143.36 931
2019 Q4 140,489,817 $26,662,914,666 -$153,234,832 $189.75 1,045
2019 Q3 140,090,585 $29,039,123,542 -$29,161,402 $207.28 1,020
2019 Q2 140,455,608 $27,609,884,852 +$1,276,972,854 $196.94 1,013
2019 Q1 136,758,959 $23,975,764,984 -$196,827,478 $175.33 988
2018 Q4 138,796,491 $22,329,789,996 -$167,171,398 $160.82 933
2018 Q3 138,879,616 $29,941,741,793 -$710,392,657 $215.62 926
2018 Q2 142,209,270 $31,129,073,776 +$156,187,676 $218.87 953
2018 Q1 141,039,676 $32,144,902,484 -$904,564,970 $227.92 914
2017 Q4 145,348,304 $33,214,554,855 -$654,895,802 $228.57 877
2017 Q3 147,894,156 $29,497,728,058 +$105,342,413 $199.45 791
2017 Q2 147,559,244 $28,584,476,635 +$345,348,533 $193.73 769
2017 Q1 147,625,696 $23,927,523,510 +$1,842,270,909 $162.07 715
2016 Q4 147,277,276 $22,579,138,507 -$568,467,448 $153.31 729
2016 Q3 150,457,087 $25,040,465,693 -$122,826,094 $166.49 711
2016 Q2 151,317,796 $25,024,500,096 -$174,385,816 $165.40 707
2016 Q1 152,086,947 $22,972,000,251 +$309,377,075 $151.09 688
2015 Q4 150,304,016 $21,412,209,738 -$154,972,426 $142.44 657
2015 Q3 151,129,180 $18,922,791,259 +$339,233,807 $125.21 604
2015 Q2 148,614,908 $17,242,728,396 -$71,198,869 $116.02 572
2015 Q1 149,284,121 $17,345,014,864 -$102,022,055 $116.21 557
2014 Q4 150,489,773 $14,781,984,985 +$407,399,877 $98.17 525
2014 Q3 146,028,207 $12,727,259,646 -$120,723,549 $87.16 521
2014 Q2 147,336,015 $12,982,649,133 +$81,916,944 $88.13 501
2014 Q1 146,372,718 $12,431,714,129 -$126,652,147 $84.97 494