Skip to main content

Constellation Brands, Inc.

STZ
Exchange
NYSE
Industry
Beverages
SEC CIK
0000016918

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, Q1 2026

Institutional positions in Constellation Brands, Inc. as of Mar 31, 2026. 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
1,050
+28 vs. Q4 2025
Shares held
143.4M
+17.6M (+14.0%) vs. Q4 2025
Total value
$21.5B
+$4.17B (+24.1%) vs. Q4 2025
New holders
140
393 more added
Sold out
112
340 more reduced

23 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,050 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ1 2026: $21.5B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2025.

Institutions holding STZ in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Smallwood Wealth Investment Management, LLC0$70.00%0Unchanged
Cherry Tree Wealth Management, LLC1$1500.00%00.0%Unchanged
Investors Portfolio Services LLC2$2800.00%+2New
Tidemark, LLC2$3000.00%+2New
Wall Street Financial Group, Inc.2$3000.00%+2New
3 Factor Indexing, LLC2$3000.00%+2New
HighMark Wealth Management LLC2$3090.00%00.0%Unchanged
Elevated Capital Advisors, LLC3$4500.00%−1−25.0%Reduced
Seneschal Advisors, LLC3$4500.00%+3New
TopTier Wealth Management, LLC3$4500.00%+3New
Breakwater Investment Management4$6000.00%−15−78.9%Reduced
Marquette Asset Management, LLC4$6000.00%00.0%Unchanged
TFC Financial Management4$6000.00%00.0%Unchanged
SJS Investment Consulting Inc.4$6000.00%+4New
Nvest Wealth Strategies, Inc.4$6000.00%+4New
Barrett & Company, Inc.5$7500.00%00.0%Unchanged
Atwood & Palmer Inc5$7500.00%00.0%Unchanged
NVWM, LLC5$7500.00%00.0%Unchanged
Advocate Investing Services LLC5$7500.00%00.0%Unchanged
HFM Investment Advisors, LLC5$7500.00%+4+400.0%Added
Burk Holdings LLC5$7500.00%+5New
WestEnd Advisors, LLC6$9000.00%00.0%Unchanged
WPG Advisers, LLC6$9000.00%00.0%Unchanged
1015 Capital Partners, LLC6$9000.00%+5+500.0%Added
Activest Wealth Management6$9000.00%+6New
Portus Wealth Advisors, LLC6$9000.00%+6New
Phillip James Consulting Co.5$1.00K0.00%+5New
Quaker Wealth Management, LLC7$1.05K0.00%00.0%Unchanged
PFS Partners, LLC7$1.05K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC7$1.05K0.00%+7New
Valued Wealth Advisors LLC7$1.05K0.00%+7New
Granite FO LLC8$1.20K0.00%00.0%Unchanged
Sankala Group LLC9$1.38K0.00%00.0%Unchanged
Mosley Wealth Management11$1.49K0.00%+11New
Motco10$1.50K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$1.50K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.50K0.00%00.0%Unchanged
Sunrise Financial Services, LLC10$1.50K0.00%00.0%Unchanged
Arlington Trust Co LLC10$1.50K0.00%+10New
Synergy Investment Management, LLC10$1.50K0.00%+10New
American Capital Advisory, LLC11$1.65K0.00%00.0%Unchanged
Fairscale Capital, LLC11$1.65K0.00%00.0%Unchanged
Asset Dedication, LLC12$1.80K0.00%−115−90.6%Reduced
Hughes Financial Services, LLC12$1.80K0.00%+3+33.3%Added
Clark Wealth Partners13$1.92K0.00%00.0%Unchanged
Silicon Valley Capital Partners13$1.96K0.00%+13New
Penserra Capital Management LLC15$2.00K0.00%00.0%Unchanged
First Pacific Financial14$2.10K0.00%+14New
Whipplewood Advisors, LLC15$2.25K0.00%+7+87.5%Added
Annis Gardner Whiting Capital Advisors, LLC16$2.40K0.00%−42−72.4%Reduced
Fairman Group, LLC16$2.40K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.16$2.40K0.00%+16New
Principia Wealth Advisory, LLC17$2.55K0.00%+1+6.3%Added
DiNuzzo Private Wealth, Inc.17$2.55K0.00%+15+750.0%Added
Bayforest Capital Ltd18$2.70K0.00%−3,216−99.4%Reduced
Steigerwald, Gordon & Koch Inc.18$2.70K0.00%−7−28.0%Reduced
Sawyer & Company, Inc18$2.70K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
Monetary Solutions, Ltd20$3.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC20$3.00K0.00%+14+233.3%Added
Pension & Wealth Management Advisors, Inc.20$3.15K0.00%−632−96.9%Reduced
BankPlus Trust Department21$3.15K0.00%−30−58.8%Reduced
Essential Partners LLC21$3.15K0.00%+18+600.0%Added
Cornerstone Financial Management LLC22$3.30K0.00%−13−37.1%Reduced
Costello Asset Management, INC22$3.30K0.00%00.0%Unchanged
Clear Street Markets LLC23$3.45K0.00%−186−89.0%Reduced
NBT Bank N A23$3.45K0.00%+23New
Rocky Mountain Advisers, LLC24$3.60K0.00%00.0%Unchanged
IAG Wealth Partners, LLC25$3.75K0.00%00.0%Unchanged
Wellington-Altus USA Inc.27$3.75K0.00%00.0%Unchanged
Clayton Financial Group LLC26$3.90K0.00%00.0%Unchanged
Colonial Trust Advisors26$3.93K0.00%−30−53.6%Reduced
Rossby Financial, LCC27$4.08K0.00%+11+68.8%Added
Tiaa Trust, National Association29$4.35K0.00%−2,368−98.8%Reduced
Red Tortoise LLC29$4.35K0.00%00.0%Unchanged
Financial Consulate, Inc29$4.35K0.00%+2+7.4%Added
Purpose Unlimited Inc.30$4.50K0.00%00.0%Unchanged
Bell Investment Advisors, Inc32$4.80K0.00%00.0%Unchanged
Coston, McIsaac & Partners35$5.00K0.00%+1+2.9%Added
ZRC Wealth Management, LLC35$5.25K0.00%00.0%Unchanged
Raffa Wealth Management, LLC35$5.25K0.00%+2+6.1%Added
DHJJ Financial Advisors, Ltd.36$5.40K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp37$5.55K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC37$5.56K0.00%+25+208.3%Added
Mascoma Wealth Management LLC38$5.70K0.00%00.0%Unchanged
Anfield Capital Management, LLC39$5.85K0.00%00.0%Unchanged
Richardson Financial Services Inc.40$6.00K0.00%00.0%Unchanged
Caldwell Trust Co40$6.00K0.00%00.0%Unchanged
Avion Wealth40$6.00K0.00%+3+8.1%Added
Raleigh Capital Management Inc.41$6.15K0.00%+41New
Central Pacific Bank - Trust Division41$6.15K0.00%+41New
Basepoint Wealth LLC41$6.22K0.00%00.0%Unchanged
Nemes Rush Group LLC42$6.30K0.00%00.0%Unchanged
McIlrath & Eck, LLC44$6.60K0.00%+6+15.8%Added
Center for Financial Planning, Inc.45$6.75K0.00%00.0%Unchanged
Triumph Capital Management48$7.23K0.00%+48New
Timothy G. Youngquist 2020 Irrevocable Trust49$7.35K0.00%+49New
St Germain D J Co Inc50$7.50K0.00%00.0%Unchanged
1 North Wealth Services LLC50$7.50K0.00%00.0%Unchanged
SHP Wealth Management50$7.50K0.00%+20+66.7%Added