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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 2,167 | $325.0K | 0.02% | −99−4.4% | Reduced |
| Sagewood Asset Management LP | 2,174 | $326.1K | 0.10% | +2,174 | New |
| Legacy Advisors, LLC | 2,196 | $329.3K | 0.04% | +107+5.1% | Added |
| Doliver Advisors, LP | 2,209 | $331.4K | 0.08% | −68−3.0% | Reduced |
| Teacher Retirement System of Texas | 2,214 | $332.1K | 0.00% | −2,715−55.1% | Reduced |
| Edgestream Partners, L.P. | 2,225 | $333.8K | 0.01% | +2,225 | New |
| 111 Capital | 2,225 | $333.8K | 0.08% | +2,225 | New |
| Citizens Financial Group Inc | 2,229 | $334.4K | 0.00% | −218−8.9% | Reduced |
| Twin Tree Management, LP | 2,241 | $336.1K | 0.07% | +220+10.9% | Added |
| First Wilshire Securities Management Inc | 2,260 | $339.0K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,263 | $339.5K | 0.01% | −195−7.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,282 | $342.3K | 0.00% | +2,282 | New |
| Culbertson A N & Co Inc | 2,288 | $343.2K | 0.04% | +20+0.9% | Added |
| Eads & Heald Wealth Management | 2,301 | $345.1K | 0.17% | +645+38.9% | Added |
| Montag A & Associates Inc | 2,301 | $345.1K | 0.02% | +287+14.3% | Added |
| Aviance Capital Partners, LLC | 2,326 | $348.9K | 0.04% | −332−12.5% | Reduced |
| GFS Advisors, LLC | 2,328 | $349.2K | 0.02% | −932−28.6% | Reduced |
| Keybank National Association | 2,338 | $350.7K | 0.00% | +90+4.0% | Added |
| AE Wealth Management LLC | 2,340 | $350.9K | 0.00% | +612+35.4% | Added |
| Aptus Capital Advisors, LLC | 2,347 | $352.1K | 0.00% | +2,347 | New |
| Athena Investment Management | 2,358 | $353.7K | 0.18% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,369 | $355.4K | 0.04% | +228+10.6% | Added |
| Harbour Investments, Inc. | 2,370 | $355.5K | 0.01% | +880+59.1% | Added |
| IHT Wealth Management, LLC | 2,371 | $355.6K | 0.01% | +117+5.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,373 | $355.9K | 0.00% | +2,373 | New |
| Federated Hermes, Inc. | 2,380 | $357.0K | 0.00% | −3,064−56.3% | Reduced |
| Mirabaud & Cie SA | 2,390 | $358.5K | 0.15% | +2,390 | New |
| Arnhold LLC | 2,400 | $360.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,410 | $361.5K | 0.00% | −452−15.8% | Reduced |
| LVW Advisors, LLC | 2,426 | $363.9K | 0.04% | +114+4.9% | Added |
| TCW Group Inc | 2,448 | $367.2K | 0.00% | +56+2.3% | Added |
| EverSource Wealth Advisors, LLC | 2,461 | $369.2K | 0.01% | −997−28.8% | Reduced |
| Haverford Trust Co | 2,496 | $374.4K | 0.00% | −10−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $376.4K | 0.01% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,521 | $378.1K | 0.18% | −814−24.4% | Reduced |
| Laraway Financial Inc | 2,525 | $378.8K | 0.27% | −100−3.8% | Reduced |
| Canandaigua National Trust Co of Florida | 2,528 | $379.2K | 0.30% | −563−18.2% | Reduced |
| Mather Group, LLC. | 2,541 | $381.2K | 0.00% | +2,541 | New |
| Prentice Wealth Management LLC | 2,549 | $382.4K | 0.09% | −104−3.9% | Reduced |
| Wallace Advisory Group, LLC | 2,550 | $382.5K | 0.41% | +612+31.6% | Added |
| Cornerstone Wealth Management, LLC | 2,556 | $383.4K | 0.02% | −75−2.9% | Reduced |
| Wellington Grp LLC | 2,586 | $387.9K | 0.12% | +991+62.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,600 | $390.0K | 0.02% | +421+19.3% | Added |
| TownSquare Capital, LLC | 2,600 | $390.0K | 0.09% | +817+45.8% | Added |
| Hantz Financial Services, Inc. | 2,608 | $391.0K | 0.01% | +321+14.0% | Added |
| Buttonwood Financial Advisors Inc. | 2,633 | $395.0K | 0.13% | −328−11.1% | Reduced |
| Farther Finance Advisors, LLC | 2,614 | $395.0K | 0.00% | +192+7.9% | Added |
| Tema ETFs LLC | 2,641 | $396.1K | 0.03% | +7+0.3% | Added |
| Banque Cantonale Vaudoise | 2,643 | $397.0K | 0.01% | +93+3.6% | Added |
| Anchor Investment Management, LLC | 2,670 | $400.5K | 0.03% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,689 | $403.4K | 0.02% | −1,005−27.2% | Reduced |
| 1620 Investment Advisors, Inc. | 2,721 | $408.2K | 0.28% | +105+4.0% | Added |
| Independent Advisor Alliance | 2,752 | $412.7K | 0.00% | +1,200+77.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,774 | $416.0K | 0.00% | +2,162+353.3% | Added |
| SFMG, LLC | 2,808 | $421.2K | 0.03% | −598−17.6% | Reduced |
| Permanent Capital Management, LP | 2,690 | $424.0K | 0.07% | +2,690 | New |
| Vestcor Inc | 2,829 | $424.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,914 | $437.2K | 0.01% | +1,424+95.6% | Added |
| Legacy Financial Advisors, Inc. | 2,917 | $437.6K | 0.06% | +159+5.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,949 | $442.4K | 0.11% | +788+36.5% | Added |
| PFG Investments, LLC | 2,976 | $446.4K | 0.02% | +171+6.1% | Added |
| Zions Bancorporation, National Association | 2,991 | $448.6K | 0.03% | +807+37.0% | Added |
| Kingsview Wealth Management, LLC | 2,997 | $449.6K | 0.01% | −322−9.7% | Reduced |
| Alpine Fox Capital LLC | 3,000 | $450.0K | 0.42% | −97,000−97.0% | Reduced |
| Essex Financial Services, Inc. | 3,001 | $450.1K | 0.03% | +43+1.5% | Added |
| Jeppson Wealth Management, LLC | 3,008 | $451.2K | 0.14% | +152+5.3% | Added |
| Stratos Wealth Advisors, LLC | 3,016 | $452.4K | 0.03% | −102−3.3% | Reduced |
| Nautilus Advisors LLC | 3,022 | $453.3K | 0.31% | −7−0.2% | Reduced |
| RSM US Wealth Management LLC | 3,038 | $455.8K | 0.01% | −78−2.5% | Reduced |
| Gamco Investors, Inc. Et Al | 3,054 | $458.1K | 0.00% | +4+0.1% | Added |
| Empirical Finance, LLC | 3,079 | $461.9K | 0.02% | +38+1.2% | Added |
| MidFirst Bank | 3,111 | $466.6K | 0.04% | −2,176−41.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,121 | $468.1K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 3,123 | $468.4K | 0.00% | −211−6.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $474.1K | 0.00% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 3,166 | $474.9K | 0.13% | +3,166 | New |
| Jackson Creek Investment Advisors LLC | 3,183 | $477.0K | 0.14% | +3,183 | New |
| Cresta Advisors, Ltd. | 3,250 | $487.5K | 0.20% | +1,750+116.7% | Added |
| CMH Wealth Management LLC | 3,250 | $487.5K | 0.08% | +3,250 | New |
| Neumann Capital Management, LLC | 3,266 | $489.9K | 0.14% | −149−4.4% | Reduced |
| Miracle Mile Advisors, LLC | 3,271 | $490.6K | 0.01% | −377−10.3% | Reduced |
| ISAM Funds (UK) Ltd | 3,297 | $494.6K | 0.24% | +3,297 | New |
| Stratos Wealth Partners, LTD. | 3,298 | $494.8K | 0.01% | −1,234−27.2% | Reduced |
| Radnor Capital Management, LLC | 3,304 | $495.6K | 0.07% | −8−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 3,306 | $495.9K | 0.02% | −201−5.7% | Reduced |
| Park Avenue Securities LLC | 3,319 | $498.0K | 0.00% | −32−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,329 | $499.4K | 0.01% | +9+0.3% | Added |
| Central Trust Co | 3,391 | $508.6K | 0.01% | −489−12.6% | Reduced |
| STRS Ohio | 3,398 | $509.7K | 0.00% | −5−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,443 | $516.5K | 0.01% | +524+18.0% | Added |
| Lazard Asset Management LLC | 3,451 | $517.6K | 0.00% | +3,451 | New |
| Coldstream Capital Management Inc | 3,478 | $521.7K | 0.01% | −158−4.3% | Reduced |
| Chiron Capital Management, LLC | 3,501 | $525.1K | 0.54% | +3,501 | New |
| LVM Capital Management Ltd | 3,510 | $527.0K | 0.05% | +3,510 | New |
| TCG Advisory Services, LLC | 3,514 | $527.1K | 0.01% | −4,819−57.8% | Reduced |
| Alpha Family Trust | 3,520 | $528.0K | 0.26% | 00.0% | Unchanged |
| Miller Investment Management, LP | 3,550 | $532.5K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,564 | $535.0K | 0.01% | −3,071−46.3% | Reduced |
| Laird Norton Trust Company, LLC | 3,567 | $535.0K | 0.01% | +14+0.4% | Added |
| Jump Financial, LLC | 3,591 | $538.6K | 0.01% | +268+8.1% | Added |