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; 1,038 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

Value heldQ1 2026: $21.5B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Beacon Investment Advisory Services, Inc.	50	$7.50K	0.00%	+50	New
UMA Financial Services, Inc.	51	$7.65K	0.00%	−6−10.5%	Reduced
Frazier Financial Advisors, LLC	52	$7.80K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$7.85K	0.00%	00.0%	Unchanged
Caitlin John, LLC	53	$7.89K	0.00%	+1+1.9%	Added
Prosperity Bancshares Inc	53	$7.95K	0.01%	+16+43.2%	Added
Kemnay Advisory Services Inc.	54	$8.10K	0.00%	+54	New
REAP Financial Group, LLC	55	$8.25K	0.00%	+55	New
JFS Wealth Advisors, LLC	56	$8.40K	0.00%	+6+12.0%	Added
Sachetta, LLC	56	$8.40K	0.00%	+8+16.7%	Added
Plante Moran Financial Advisors, LLC	59	$8.81K	0.00%	+55+1,375.0%	Added
Private Wealth Asset Management, LLC	59	$8.85K	0.00%	00.0%	Unchanged
Covestor Ltd	61	$9.00K	0.01%	−46−43.0%	Reduced
Financial Management Professionals, Inc.	60	$9.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	63	$9.00K	0.00%	00.0%	Unchanged
Community Financial Services Group, LLC	60	$9.06K	0.00%	+60	New
DT Investment Partners, LLC	62	$9.30K	0.00%	00.0%	Unchanged
Global X Japan Co., Ltd.	65	$9.75K	0.00%	+65	New
Westfuller Advisors, LLC	69	$10.3K	0.00%	+8+13.1%	Added
Private Wealth Management Group, LLC	69	$10.3K	0.00%	+10+16.9%	Added
Alerus Financial NA	70	$10.5K	0.00%	00.0%	Unchanged
Keating Financial Advisory Services, Inc.	70	$10.5K	0.00%	+47+204.3%	Added
Vanguard National Trust Co	70	$10.5K	0.00%	+70	New
J.Safra Asset Management Corp	72	$10.8K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	75	$11.3K	0.00%	−100−57.1%	Reduced
Global Wealth Strategies & Associates	75	$11.3K	0.00%	00.0%	Unchanged
Hara Capital LLC	75	$11.3K	0.01%	00.0%	Unchanged
Trust Co	75	$11.3K	0.00%	+75	New
Fortitude Family Office, LLC	76	$11.4K	0.00%	+44+137.5%	Added
Newbridge Financial Services Group, Inc.	78	$11.7K	0.00%	+78	New
JNBA Financial Advisors	80	$12.0K	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	83	$12.4K	0.00%	+12+16.9%	Added
High Note Wealth, LLC	83	$12.4K	0.00%	+12+16.9%	Added
PlanVest Financial, Inc	83	$12.5K	0.01%	+83	New
Hilton Head Capital Partners, LLC	85	$12.7K	0.01%	+1+1.2%	Added
First Community Trust NA	85	$12.8K	0.01%	00.0%	Unchanged
Independence Bank of Kentucky	86	$12.9K	0.00%	−50−36.8%	Reduced
Kilter Group LLC	91	$13.7K	0.01%	+10+12.3%	Added
Farmers & Merchants Investments Inc	92	$13.8K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	100	$15.0K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	100	$15.0K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$15.0K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$15.0K	0.01%	00.0%	Unchanged
Islay Capital Management, LLC	100	$15.0K	0.01%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$15.0K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	104	$15.6K	0.01%	00.0%	Unchanged
Bokf, NA	106	$15.9K	0.00%	+106	New
Innovative Asset Advisors Group, LLC	109	$16.4K	0.01%	+109	New
Cornerstone Planning Group LLC	110	$16.5K	0.00%	+29+35.8%	Added
Hilltop National Bank	110	$16.5K	0.00%	+110	New
Hurley Capital, LLC	112	$16.8K	0.01%	00.0%	Unchanged
Trust Co of Toledo NA	115	$17.3K	0.00%	00.0%	Unchanged
Davis Capital Management	117	$17.6K	0.01%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	114	$17.7K	0.00%	+17+17.5%	Added
Abound Wealth Management	119	$17.8K	0.00%	+4+3.5%	Added
Beacon Financial Strategies CORP	119	$17.9K	0.01%	00.0%	Unchanged
Dunhill Financial, LLC	119	$17.9K	0.00%	00.0%	Unchanged
Hanson & Doremus Investment Management	119	$18.0K	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	121	$18.1K	0.01%	00.0%	Unchanged
Rakuten Securities, Inc.	121	$18.1K	0.01%	+2+1.7%	Added
Investors Research Corp	124	$18.6K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	124	$18.6K	0.00%	+7+6.0%	Added
Meeder Asset Management Inc	124	$18.6K	0.00%	+95+327.6%	Added
Horizon Bancorp Inc	125	$19.0K	0.01%	00.0%	Unchanged
Three Bearings Fiduciary Advisors, Inc.	129	$19.4K	0.02%	00.0%	Unchanged
Prestige Wealth Management Group LLC	130	$19.5K	0.00%	00.0%	Unchanged
Washington Trust Advisors, Inc.	134	$20.1K	0.00%	+9+7.2%	Added
Strive Financial Group ,LLC	143	$21.0K	0.01%	−56−28.1%	Reduced
EFG International AG	148	$22.2K	0.00%	−6,503−97.8%	Reduced
Eastern Bank	150	$22.5K	0.00%	00.0%	Unchanged
Ares Financial Consulting, LLC	150	$22.7K	0.02%	00.0%	Unchanged
Entrust Financial LLC	152	$22.8K	0.02%	+34+28.8%	Added
Gulf International Bank (UK) Ltd	150	$23.0K	0.00%	+26+21.0%	Added
Westside Investment Management, Inc.	160	$24.1K	0.00%	+1+0.6%	Added
Bogart Wealth, LLC	166	$24.9K	0.00%	+5+3.1%	Added
Twin Peaks Wealth Advisors, LLC	171	$25.7K	0.01%	+171	New
United Community Bank	172	$25.8K	0.01%	+75+77.3%	Added
Basecamp Wealth Advisors LLC	174	$26.1K	0.01%	−5−2.8%	Reduced
Truvestments Capital LLC	174	$26.1K	0.00%	+1+0.6%	Added
Essex Investment Management Co LLC	178	$26.7K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	180	$27.0K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	187	$28.3K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	194	$29.1K	0.00%	+194	New
First PREMIER Bank	200	$30.0K	0.01%	−200−50.0%	Reduced
Blume Capital Management, Inc.	200	$30.0K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	200	$30.0K	0.01%	00.0%	Unchanged
Capital & Planning, LLC	200	$30.0K	0.02%	+200	New
Versant Capital Management, Inc	201	$30.1K	0.00%	+65+47.8%	Added
GoalVest Advisory LLC	205	$30.8K	0.01%	00.0%	Unchanged
Manchester Capital Management LLC	210	$31.5K	0.00%	+49+30.4%	Added
Capital Analysts, LLC	212	$32.0K	0.00%	−28−11.7%	Reduced
Cedar Mountain Advisors, LLC	220	$33.0K	0.01%	+220	New
Root Financial Partners, LLC	222	$33.3K	0.00%	+155+231.3%	Added
Paladin Advisory Group, LLC	223	$33.5K	0.03%	00.0%	Unchanged
Quent Capital, LLC	226	$33.9K	0.00%	−86−27.6%	Reduced
Pinnacle Wealth Planning Services, Inc.	236	$35.3K	0.00%	+29+14.0%	Added
Smithfield Trust Co	239	$36.0K	0.00%	−127−34.7%	Reduced
Capital Advisors, Ltd. LLC	237	$36.0K	0.00%	00.0%	Unchanged
Spire Wealth Management	242	$36.3K	0.00%	−72−22.9%	Reduced
Golden State Wealth Management, LLC	242	$36.3K	0.00%	−135−35.8%	Reduced