# CONSTELLATION BRANDS INC (STZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/STZ/

- Reporting holders: 46
- Reported value: $32.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $17.2M | 151,797 | 0.3% | 11 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.8M | 33,512 | 0.3% | 20 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $1.9M | 16,904 | 1.0% | 12 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $1.1M | 9,323 | 0.2% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $865.3K | 7,654 | 0.0% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $805.0K | 7,120 | 0.1% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $592.2K | 5,238 | 0.1% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $461.5K | 4,082 | 0.0% | 32 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $460.7K | 4,075 | 0.2% | 8 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $423.4K | 3,745 | 0.0% | 31 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $414.4K | 3,665 | 0.0% | 32 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $413.4K | 3,657 | 0.0% | 15 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $382.9K | 3,387 | 0.1% | 31 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $361.7K | 3,199 | 0.0% | 12 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $358.7K | 3,173 | 0.3% | 1 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $341.7K | 3,022 | 0.2% | 8 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $318.7K | 2,819 | 0.1% | 5 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $291.1K | 2,574 | 0.2% | 4 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $229.5K | 2,030 | 0.0% | 32 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $220.9K | 1,954 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $204.6K | 1,810 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $201.6K | 1,783 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $169.7K | 1,500 | 0.0% | 15 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $124.5K | 1,101 | 0.0% | 27 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $98.8K | 874 | 0.1% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 46 | $32.0M |
| Q2 2026 | 1,039 | $23.3B |
| Q1 2026 | 1,049 | $23.2B |
| Q4 2025 | 1,049 | $22.1B |
| Q3 2025 | 1,050 | $21.4B |
| Q2 2025 | 1,142 | $25.7B |
| Q1 2025 | 1,188 | $28.4B |
| Q4 2024 | 1,341 | $33.3B |
| Q3 2024 | 1,332 | $39.2B |
| Q2 2024 | 1,344 | $39.1B |
| Q1 2024 | 1,329 | $44.7B |
| Q4 2023 | 1,305 | $36.9B |