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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 245 | $36.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 247 | $37.0K | 0.02% | −72−22.6% | Reduced |
| Hoey Investments, Inc | 247 | $37.0K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 249 | $37.4K | 0.00% | +249 | New |
| Cetera Trust Company, N.A | 250 | $37.5K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 256 | $38.0K | 0.00% | −11−4.1% | Reduced |
| Creative Financial Designs Inc | 265 | $39.8K | 0.00% | −5−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 266 | $39.9K | 0.00% | −550−67.4% | Reduced |
| TIAA Wealth Investment Management LLC | 270 | $40.5K | 0.00% | +270 | New |
| Bruce G. Allen Investments, LLC | 295 | $44.3K | 0.03% | −11−3.6% | Reduced |
| Sunbelt Securities, Inc. | 297 | $44.5K | 0.00% | +3+1.0% | Added |
| Fourth Dimension Wealth, LLC | 300 | $45.0K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 300 | $45.0K | 0.02% | +300 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 302 | $45.3K | 0.02% | −275−47.7% | Reduced |
| Curio Wealth, LLC | 302 | $45.3K | 0.02% | +2+0.7% | Added |
| LRI Investments, LLC | 311 | $46.6K | 0.00% | −348−52.8% | Reduced |
| General Partner, Inc. | 332 | $49.8K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 338 | $50.7K | 0.01% | +111+48.9% | Added |
| Raiffeisen Bank International AG | 344 | $51.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 346 | $51.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 350 | $52.4K | 0.03% | −390−52.7% | Reduced |
| Southern Michigan Bank & Trust | 350 | $52.5K | 0.02% | +350 | New |
| Vestor Capital, LLC | 350 | $53.0K | 0.00% | −22,343−98.5% | Reduced |
| Valley National Advisers Inc | 361 | $54.0K | 0.01% | −44−10.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 367 | $55.1K | 0.00% | −234−38.9% | Reduced |
| Consultiva Wealth Management, Corp. | 368 | $55.2K | 0.16% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 373 | $56.0K | 0.02% | +57+18.0% | Added |
| Princeton Global Asset Management LLC | 375 | $56.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 383 | $57.5K | 0.00% | −1,135−74.8% | Reduced |
| Sound Income Strategies, LLC | 385 | $58.2K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 388 | $58.6K | 0.04% | −69−15.1% | Reduced |
| Atlantic Trust, LLC | 391 | $58.6K | 0.01% | −157−28.6% | Reduced |
| Financial Perspectives, Inc | 400 | $60.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 405 | $60.8K | 0.04% | −2,009−83.2% | Reduced |
| Flagship Wealth Advisors, LLC | 380 | $61.8K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 432 | $64.8K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 440 | $66.0K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 454 | $68.1K | 0.00% | +6+1.3% | Added |
| Cary Street Partners Financial LLC | 463 | $69.5K | 0.00% | −249−35.0% | Reduced |
| MV Capital Management, Inc. | 469 | $70.3K | 0.01% | +280+148.1% | Added |
| Aviso Financial Inc. | 470 | $70.5K | 0.00% | +381+428.1% | Added |
| Harbor Investment Advisory, LLC | 476 | $71.4K | 0.01% | −570−54.5% | Reduced |
| Alphadyne Asset Management LP | 484 | $72.6K | 0.01% | −1,002−67.4% | Reduced |
| Millstone Evans Group, LLC | 488 | $73.2K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 300 | $74.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 499 | $74.8K | 0.04% | 00.0% | Unchanged |
| Align Financial, LLC | 500 | $75.0K | 0.04% | −68,480−99.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 470 | $78.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 528 | $79.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 537 | $80.5K | 0.00% | −164−23.4% | Reduced |
| Hillsdale Investment Management Inc. | 546 | $81.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 551 | $82.7K | 0.08% | +110+24.9% | Added |
| Archer Investment Corp | 572 | $85.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 574 | $86.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 590 | $88.5K | 0.00% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 620 | $93.0K | 0.01% | −620−50.0% | Reduced |
| First Horizon Corp | 624 | $93.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $95.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 647 | $97.7K | 0.00% | −1,219−65.3% | Reduced |
| Oslo Pensjonsforsikring AS | 652 | $97.8K | 0.02% | +652 | New |
| SBI Securities Co., Ltd. | 660 | $99.0K | 0.00% | −1,309−66.5% | Reduced |
| Rosenberg Matthew Hamilton | 663 | $99.5K | 0.02% | +530+398.5% | Added |
| Clearstead Advisors, LLC | 671 | $100.7K | 0.00% | −417−38.3% | Reduced |
| Los Angeles Capital Management LLC | 682 | $102.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 718 | $107.7K | 0.01% | −462−39.2% | Reduced |
| MCF Advisors LLC | 743 | $111.5K | 0.00% | +262+54.5% | Added |
| City Holding Co | 746 | $111.9K | 0.01% | −539−41.9% | Reduced |
| Avestar Capital, LLC | 790 | $118.5K | 0.01% | −24−2.9% | Reduced |
| RWM Asset Management, LLC | 791 | $118.7K | 0.01% | +791 | New |
| Bryn Mawr Trust Co | 808 | $121.2K | 0.00% | −309−27.7% | Reduced |
| Westpac Banking Corp | 833 | $125.0K | 0.01% | +387+86.8% | Added |
| Hills Bank & Trust Co | 856 | $128.4K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 858 | $128.7K | 0.08% | −2−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 867 | $130.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 880 | $132.0K | 0.01% | 00.0% | Unchanged |
| Volterra Technologies LP | 889 | $133.3K | 0.09% | +889 | New |
| Massmutual Trust Co FSB | 893 | $133.9K | 0.00% | +10+1.1% | Added |
| Community Bank, N.A. | 900 | $135.0K | 0.02% | −100−10.0% | Reduced |
| ESL Trust Services, LLC | 900 | $135.0K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 905 | $135.8K | 0.09% | +905 | New |
| Cary Street Partner Investment Advisory LLC | 911 | $136.7K | 0.03% | +54+6.3% | Added |
| Transamerica Financial Advisors, Inc. | 925 | $138.9K | 0.01% | +416+81.7% | Added |
| TD Private Client Wealth LLC | 947 | $142.1K | 0.00% | +83+9.6% | Added |
| North Star Investment Management Corp. | 955 | $143.2K | 0.01% | +98+11.4% | Added |
| Atlantic Union Bankshares Corp | 960 | $144.0K | 0.00% | −39−3.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 961 | $145.0K | 0.05% | −57−5.6% | Reduced |
| U S Global Investors Inc | 1,000 | $150.0K | 0.02% | +1,000 | New |
| Advisors Asset Management, Inc. | 1,001 | $150.2K | 0.00% | −38−3.7% | Reduced |
| Resources Management Corp | 1,027 | $154.0K | 0.02% | −3−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,044 | $156.6K | 0.00% | −84−7.4% | Reduced |
| Colonial Trust Co | 1,066 | $159.9K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,108 | $166.2K | 0.00% | +111+11.1% | Added |
| Freestone Grove Partners LP | 1,184 | $177.6K | 0.00% | +1,184 | New |
| Ameritas Investment Partners, Inc. | 1,259 | $188.8K | 0.01% | −42−3.2% | Reduced |
| New Age Alpha Advisors, LLC | 1,269 | $190.3K | 0.01% | −1,700−57.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 1,410 | $194.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,320 | $198.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,330 | $200.0K | 0.05% | +1,330 | New |
| Livet Wealth, LLC | 1,354 | $203.1K | 0.13% | +1,354 | New |
| Wealth Enhancement Trust Services, Inc. | 1,355 | $203.3K | 0.02% | −29−2.1% | Reduced |