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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 1,360 | $204.0K | 0.04% | +1,360 | New |
| Brighton Jones LLC | 1,371 | $205.7K | 0.00% | +1,371 | New |
| First Command Advisory Services, Inc. | 1,379 | $206.8K | 0.00% | +6+0.4% | Added |
| Davis Investment Partners, LLC | 1,400 | $210.0K | 0.07% | +1,400 | New |
| Sowell Financial Services LLC | 1,416 | $212.4K | 0.01% | +1,416 | New |
| Old Port Advisors | 1,418 | $212.7K | 0.05% | +1,418 | New |
| GTS Securities LLC | 1,431 | $214.7K | 0.01% | +1,431 | New |
| Studio Investment Management LLC | 1,432 | $214.8K | 0.04% | +1,432 | New |
| Meridian Wealth Management, LLC | 1,436 | $215.4K | 0.01% | +1,436 | New |
| Charter Research & Investment Group, Inc. | 1,471 | $220.7K | 0.15% | +20+1.4% | Added |
| Claret Asset Management Corp | 1,483 | $222.0K | 0.03% | +1+0.1% | Added |
| MONECO Advisors, LLC | 1,487 | $223.0K | 0.02% | −10−0.7% | Reduced |
| NBC Securities, Inc. | 1,487 | $223.1K | 0.02% | −139−8.5% | Reduced |
| Parkside Financial Bank & Trust | 1,490 | $223.5K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,495 | $224.3K | 0.03% | −265−15.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,497 | $224.6K | 0.02% | −118−7.3% | Reduced |
| First National Trust Co | 1,500 | $225.0K | 0.01% | −761−33.7% | Reduced |
| Intact Investment Management Inc. | 1,500 | $225.0K | 0.01% | +1,500 | New |
| Spinnaker Investment Group, LLC | 1,504 | $225.6K | 0.05% | +1,504 | New |
| WSFS Capital Management, LLC | 1,529 | $229.3K | 0.01% | −1,498−49.5% | Reduced |
| Peapack Gladstone Financial Corp | 1,540 | $231.0K | 0.00% | −1,104−41.8% | Reduced |
| Kavar Capital Partners Group, LLC | 1,541 | $231.2K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,542 | $231.3K | 0.16% | −290−15.8% | Reduced |
| Banco Santander, S.A. | 1,548 | $232.2K | 0.00% | −2,700−63.6% | Reduced |
| Umpqua Bank | 1,555 | $233.3K | 0.07% | −300−16.2% | Reduced |
| Lee Financial Co | 1,600 | $240.0K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,600 | $240.0K | 0.01% | +1,600 | New |
| Midwest Trust Co | 1,611 | $241.7K | 0.00% | +132+8.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,628 | $241.7K | 0.00% | −449−21.6% | Reduced |
| Concurrent Investment Advisors, LLC | 1,629 | $244.4K | 0.00% | +1,629 | New |
| Wealthcare Advisory Partners LLC | 1,634 | $245.1K | 0.00% | −168−9.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,644 | $246.6K | 0.05% | +1,644 | New |
| Prime Capital Investment Advisors, LLC | 1,657 | $248.5K | 0.00% | −65−3.8% | Reduced |
| Alhambra Investment Partners LLC | 1,660 | $249.0K | 0.11% | +10+0.6% | Added |
| Spartan Wealth Advisory Services LLC | 1,661 | $249.2K | 0.02% | +1,661 | New |
| Strategic Investment Solutions, Inc. | 1,661 | $249.3K | 0.06% | +8+0.5% | Added |
| Savant Capital, LLC | 1,673 | $250.9K | 0.00% | +1,673 | New |
| Bessemer Group Inc | 1,676 | $251.0K | 0.00% | +542+47.8% | Added |
| Granite Harbor Advisors, Inc. | 1,674 | $251.1K | 0.11% | +124+8.0% | Added |
| AlphaCore Capital LLC | 1,681 | $252.2K | 0.01% | +86+5.4% | Added |
| Arcataur Capital Management LLC | 1,691 | $253.7K | 0.07% | −20−1.2% | Reduced |
| Everpar Advisors LLC | 1,693 | $253.9K | 0.09% | −91−5.1% | Reduced |
| Nicolet Bankshares Inc | 1,687 | $254.8K | 0.01% | +1,687 | New |
| Cidel Asset Management Inc | 1,712 | $256.8K | 0.01% | +1,712 | New |
| Legacy Bridge, LLC | 1,720 | $258.0K | 0.10% | −45−2.5% | Reduced |
| We Are One Seven, LLC | 1,724 | $258.6K | 0.01% | −490−22.1% | Reduced |
| Verdence Capital Advisors LLC | 1,731 | $259.6K | 0.02% | +1,731 | New |
| Iams Wealth Management, LLC | 1,735 | $260.4K | 0.09% | −262−13.1% | Reduced |
| Pictet & Cie (Europe) SA | 1,737 | $260.6K | 0.01% | −610−26.0% | Reduced |
| Patton Fund Management, Inc. | 1,739 | $260.9K | 0.04% | +145+9.1% | Added |
| Warren Averett Asset Management, LLC | 1,752 | $262.8K | 0.00% | −321−15.5% | Reduced |
| Christine Messmer PC | 1,772 | $265.8K | 0.17% | +1,772 | New |
| Diversified Trust Co | 1,785 | $267.8K | 0.00% | −233−11.5% | Reduced |
| Regatta Capital Group, LLC | 1,789 | $268.4K | 0.04% | +90+5.3% | Added |
| Abel Hall, LLC | 1,814 | $272.1K | 0.06% | +1,814 | New |
| CoreCap Advisors, LLC | 1,839 | $275.9K | 0.01% | −53−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,847 | $277.0K | 0.08% | −90−4.6% | Reduced |
| QRG Capital Management, Inc. | 1,848 | $277.2K | 0.00% | +1,848 | New |
| Shayne & Co., LLC | 1,850 | $277.5K | 0.09% | 00.0% | Unchanged |
| Cowa, LLC | 1,862 | $279.4K | 0.08% | +101+5.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,868 | $280.3K | 0.25% | −1,477−44.2% | Reduced |
| Atomi Financial Group, Inc. | 1,876 | $281.4K | 0.01% | +236+14.4% | Added |
| Fiduciary Trust Co | 1,903 | $285.4K | 0.00% | +51+2.8% | Added |
| Krane Funds Advisors LLC | 1,858 | $285.7K | 0.01% | +1,858 | New |
| National Asset Management, Inc. | 1,897 | $286.4K | 0.02% | +101+5.6% | Added |
| Beaumont Financial Advisors, LLC | 1,918 | $287.7K | 0.02% | +1,918 | New |
| Investors Asset Management of Georgia Inc | 1,921 | $288.1K | 0.12% | −474−19.8% | Reduced |
| Integrity Alliance, LLC. | 1,926 | $288.9K | 0.01% | +1,926 | New |
| Profund Advisors LLC | 1,935 | $290.3K | 0.01% | +150+8.4% | Added |
| Signaturefd, LLC | 1,937 | $290.5K | 0.00% | +26+1.4% | Added |
| J.W. Cole Advisors, Inc. | 1,961 | $294.2K | 0.01% | +9+0.5% | Added |
| Ostrum Asset Management | 1,962 | $294.3K | 0.02% | −7,068−78.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,888 | $296.2K | 0.01% | +77+4.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,988 | $298.2K | 0.03% | +1,988 | New |
| Mount Yale Investment Advisors, LLC | 1,990 | $298.5K | 0.01% | −344−14.7% | Reduced |
| Kentucky Trust Co | 1,990 | $298.5K | 0.16% | +695+53.7% | Added |
| Moneta Group Investment Advisors LLC | 1,991 | $298.6K | 0.00% | +35+1.8% | Added |
| Pinnacle Associates Ltd | 1,998 | $299.7K | 0.00% | +418+26.5% | Added |
| Shay Capital LLC | 2,000 | $300.0K | 0.04% | +2,000 | New |
| Pangea Capital Gestao de Recursos Ltda. | 2,000 | $300.0K | 0.23% | +2,000 | New |
| Childress Capital Advisors, LLC | 2,007 | $301.1K | 0.05% | −537−21.1% | Reduced |
| Ancora Advisors, LLC | 2,008 | $301.1K | 0.01% | +788+64.6% | Added |
| Intrust Bank NA | 2,010 | $301.5K | 0.02% | +2,010 | New |
| Define Financial, LLC | 2,010 | $301.5K | 0.16% | +12+0.6% | Added |
| Smartleaf Asset Management LLC | 2,000 | $302.0K | 0.01% | +662+49.5% | Added |
| Evergreen Capital Management LLC | 2,014 | $302.1K | 0.01% | −176−8.0% | Reduced |
| HBW Advisory Services LLC | 2,026 | $303.9K | 0.03% | −276−12.0% | Reduced |
| Frank, Rimerman Advisors LLC | 2,038 | $305.7K | 0.02% | −376−15.6% | Reduced |
| Meeder Advisory Services, Inc. | 2,069 | $310.4K | 0.01% | +181+9.6% | Added |
| Rexford Capital Inc | 2,072 | $310.8K | 0.22% | +79+4.0% | Added |
| Procyon Private Wealth Partners, LLC | 2,081 | $312.1K | 0.02% | +2,081 | New |
| Miller Global Investments, LLC | 2,103 | $315.4K | 0.29% | −24−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,108 | $316.2K | 0.01% | −229−9.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,125 | $318.8K | 0.07% | −17−0.8% | Reduced |
| Ellevest, Inc. | 2,127 | $319.1K | 0.04% | −335−13.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,130 | $319.5K | 0.04% | −910−29.9% | Reduced |
| RMB Capital Management, LLC | 2,159 | $323.9K | 0.01% | +58+2.8% | Added |
| CX Institutional | 2,160 | $324.0K | 0.01% | +270+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,162 | $324.3K | 0.08% | +17+0.8% | Added |
| Sapient Capital LLC | 2,162 | $324.3K | 0.00% | +216+11.1% | Added |