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
$137.96
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
141,196,774
Total reported value
$19,015,864,534
% of total 13F portfolios
0.01%
Share change
-5,765,999
Value change
-$877,583,349
Number of holders
1,020
Price from insider filings
$137.96
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% $3,418,846,836 +$535,166,092 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% $787,108,512 4,240,201 Capital International Investors 31 Dec 2024

As of 30 Sep 2025, 1,020 institutional investors reported holding 141,196,774 shares of CONSTELLATION BRANDS, INC. - Common Stock, par value $0.01 per share (STZ). This represents 80% 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 59% 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% 18,202,611 +3.3% 0.04% $2,451,345,624
Berkshire Hathaway Inc 7.6% 13,400,000 0% 0.68% $1,804,578,000
BlackRock, Inc. 6% 10,621,190 -2% 0.03% $1,430,355,581
Capital World Investors 3.8% 6,684,601 -43% 0.12% $900,277,161
STATE STREET CORP 3.7% 6,582,032 -4.2% 0.03% $886,402,249
WELLINGTON MANAGEMENT GROUP LLP 3% 5,279,260 -4.2% 0.12% $710,957,945
Capital International Investors 2.5% 4,337,054 +0.65% 0.09% $584,134,859
FMR LLC 2.3% 4,101,346 -27% 0.03% $552,328,427
Grantham, Mayo, Van Otterloo & Co. LLC 2.1% 3,710,940 +0.95% 1.4% $499,752,449
GEODE CAPITAL MANAGEMENT, LLC 2.1% 3,685,365 -1.4% 0.03% $494,188,638
AMERIPRISE FINANCIAL INC 1.8% 3,126,644 +77% 0.1% $421,059,447
MORGAN STANLEY 1.6% 2,760,497 -3.4% 0.02% $371,756,399
Aristotle Capital Management, LLC 1.5% 2,648,079 -6.6% 0.69% $356,627,577
VAN ECK ASSOCIATES CORP 1.2% 2,160,202 +16% 0.27% $290,915,000
HARRIS ASSOCIATES L P 1.2% 2,049,341 +17% 0.44% $275,984,773
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 2,022,842 +2.7% 0.04% $272,417,537
DIMENSIONAL FUND ADVISORS LP 1.1% 1,854,686 +3.2% 0.05% $249,819,337
JPMORGAN CHASE & CO 1% 1,807,579 -21% 0.02% $243,426,945
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.94% 1,664,151 +27% 0.69% $224,111,215
Invesco Ltd. 0.83% 1,460,270 +0.09% 0.03% $196,654,502
BANK OF AMERICA CORP /DE/ 0.77% 1,365,212 -2.6% 0.01% $183,853,087
UBS Group AG 0.75% 1,325,572 +5% 0.03% $178,514,782
NORTHERN TRUST CORP 0.75% 1,323,025 -4.4% 0.02% $178,171,777
ROYAL BANK OF CANADA 0.71% 1,244,082 -1.3% 0.03% $167,541,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.61% 1,068,117 +0.41% 0.09% $143,843,316

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 1,588,754 $219,911,693 +$1,612,463 $137.96 57
2025 Q3 141,196,774 $19,015,864,534 -$877,583,349 $134.67 1,020
2025 Q2 147,108,341 $23,933,148,588 +$309,878,237 $162.68 1,115
2025 Q1 145,044,980 $26,615,275,129 -$553,129,467 $183.52 1,158
2024 Q4 146,099,199 $32,284,257,231 +$559,665,440 $221.00 1,308
2024 Q3 142,826,230 $36,782,994,846 -$951,267,681 $257.69 1,304
2024 Q2 145,798,203 $37,502,678,817 +$483,130,890 $257.28 1,320
2024 Q1 144,070,621 $39,123,430,845 +$282,685,251 $271.76 1,308
2023 Q4 1,642,743 $396,749,712 -$116,758,104 $241.75 16
2023 Q3 140,202,768 $35,229,742,178 -$232,557,572 $251.33 1,230
2023 Q2 140,062,281 $34,451,069,298 +$757,138,178 $246.13 1,201
2023 Q1 137,059,807 $30,951,348,685 +$428,488,152 $225.89 1,160
2022 Q4 136,492,825 $31,625,833,960 +$1,012,107,323 $231.75 1,226
2022 Q3 127,638,533 $29,333,085,773 +$262,780,395 $229.68 1,175
2022 Q2 129,663,603 $30,246,043,400 -$872,672,163 $233.06 1,190
2022 Q1 134,644,747 $31,031,767,425 -$198,149,111 $230.32 1,171
2021 Q4 128,693,485 $32,282,363,453 +$545,676,166 $250.97 1,191
2021 Q3 130,997,210 $27,610,503,811 -$498,547,133 $210.69 1,104
2021 Q2 136,751,445 $31,980,959,873 -$556,961,986 $233.89 1,123
2021 Q1 135,644,768 $30,929,242,545 -$241,217,679 $228.00 1,132
2020 Q4 135,539,231 $29,694,572,435 -$696,157,809 $219.05 1,100
2020 Q3 141,052,017 $26,704,172,605 +$150,630,453 $189.51 1,014
2020 Q2 139,934,045 $24,485,742,191 +$150,020,081 $174.95 996
2020 Q1 138,961,956 $19,922,065,115 -$208,651,528 $143.36 918
2019 Q4 140,439,805 $26,653,333,435 -$149,525,052 $189.75 1,038
2019 Q3 138,751,381 $28,761,566,494 +$17,690,388 $207.28 1,014
2019 Q2 140,240,984 $27,567,480,033 +$1,597,113,159 $196.94 1,004
2019 Q1 135,063,030 $23,678,316,217 -$37,611,985 $175.33 981
2018 Q4 138,683,437 $22,311,273,653 -$144,964,091 $160.82 925
2018 Q3 138,856,637 $29,936,785,440 -$699,092,073 $215.62 923
2018 Q2 142,185,707 $31,123,427,847 +$474,300,801 $218.87 948
2018 Q1 137,962,389 $31,443,480,778 -$922,966,281 $227.92 908
2017 Q4 144,675,465 $33,060,373,137 -$659,235,874 $228.57 870
2017 Q3 147,880,804 $29,494,800,122 +$96,118,697 $199.45 786
2017 Q2 147,498,006 $28,570,717,413 +$201,813,323 $193.73 764
2017 Q1 147,310,393 $23,876,427,892 +$1,838,907,489 $162.07 711
2016 Q4 147,246,406 $22,574,315,911 -$526,278,301 $153.31 725
2016 Q3 150,204,127 $24,998,355,476 -$151,188,491 $166.49 706
2016 Q2 151,277,457 $25,017,830,983 -$167,698,714 $165.40 704
2016 Q1 152,083,900 $22,971,541,251 +$313,963,635 $151.09 686
2015 Q4 150,279,496 $21,408,718,738 -$147,313,004 $142.44 655
2015 Q3 151,124,973 $18,922,266,259 +$327,185,722 $125.21 602
2015 Q2 146,692,322 $17,019,671,396 -$28,568,591 $116.02 569
2015 Q1 148,973,029 $17,308,922,704 -$123,291,340 $116.21 554
2014 Q4 150,489,751 $14,781,982,812 +$395,304,324 $98.17 524
2014 Q3 146,006,330 $12,725,353,646 -$121,702,334 $87.16 518
2014 Q2 147,336,015 $12,982,649,133 +$86,625,871 $88.13 501
2014 Q1 146,346,843 $12,429,515,129 +$353,096,899 $84.97 493