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 |
|---|---|---|---|---|---|
| TLWM | 3,612 | $541.8K | 0.10% | +104+3.0% | Added |
| Ballentine Partners, LLC | 3,625 | $543.8K | 0.01% | +44+1.2% | Added |
| Woodline Partners LP | 3,640 | $546.0K | 0.00% | +3,640 | New |
| Tompkins Financial Corp | 3,650 | $547.5K | 0.04% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,661 | $549.1K | 0.03% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 3,700 | $555.0K | 0.02% | −450−10.8% | Reduced |
| Belpointe Asset Management LLC | 3,705 | $555.9K | 0.02% | −472−11.3% | Reduced |
| Callan Family Office, LLC | 3,709 | $556.4K | 0.01% | −748−16.8% | Reduced |
| MMBG Investment Advisors Co. | 3,740 | $561.0K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,743 | $561.5K | 0.06% | +569+17.9% | Added |
| Exencial Wealth Advisors, LLC | 3,759 | $563.9K | 0.02% | +222+6.3% | Added |
| Kingswood Wealth Advisors, LLC | 3,779 | $566.8K | 0.03% | −235−5.9% | Reduced |
| Unique Wealth Strategies, LLC | 3,781 | $567.2K | 0.23% | +723+23.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,803 | $570.5K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,806 | $570.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,858 | $578.7K | 0.03% | +1,386+56.1% | Added |
| MUFG Securities Americas Inc. | 3,886 | $582.9K | 0.04% | +88+2.3% | Added |
| Vise Technologies, Inc. | 4,231 | $583.7K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,899 | $584.9K | 0.02% | −363−8.5% | Reduced |
| Siemens Fonds Invest GmbH | 3,916 | $587.4K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,004 | $600.6K | 0.01% | −181−4.3% | Reduced |
| Allworth Financial LP | 4,025 | $603.7K | 0.00% | −2,360−37.0% | Reduced |
| Independent Financial Group, LLC | 4,027 | $604.1K | 0.01% | −411−9.3% | Reduced |
| Prospera Financial Services Inc | 4,029 | $604.6K | 0.01% | +97+2.5% | Added |
| Retirement Planning Co of New England, Inc. | 4,033 | $604.9K | 0.25% | +250+6.6% | Added |
| Mutual Advisors, LLC | 4,047 | $607.0K | 0.01% | +290+7.7% | Added |
| Citizens National Bank Trust Department | 4,053 | $608.0K | 0.10% | −797−16.4% | Reduced |
| Fortress Private Ledger, LLC | 4,064 | $609.6K | 0.19% | −865−17.5% | Reduced |
| Metis Global Partners, LLC | 4,070 | $610.5K | 0.01% | −500−10.9% | Reduced |
| Keynote Financial Services LLC | 4,070 | $610.5K | 0.32% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 4,083 | $612.5K | 0.00% | +4,083 | New |
| North Dakota State Investment Board | 4,106 | $615.9K | 0.03% | −851−17.2% | Reduced |
| VARCOV Co. | 4,107 | $616.0K | 0.23% | +4,107 | New |
| Larson Financial Group LLC | 4,189 | $628.4K | 0.02% | +579+16.0% | Added |
| XML Financial, LLC | 4,224 | $633.6K | 0.05% | +225+5.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,277 | $641.5K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,270 | $644.1K | 0.03% | −515−10.8% | Reduced |
| Garner Asset Management Corp | 4,288 | $652.1K | 0.26% | −438−9.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,363 | $654.5K | 0.06% | −2,182−33.3% | Reduced |
| Gallacher Capital Management LLC | 4,374 | $656.1K | 0.25% | +4,374 | New |
| Malaga Cove Capital, LLC | 4,375 | $656.3K | 0.24% | −787−15.2% | Reduced |
| Silvercrest Asset Management Group LLC | 4,392 | $658.8K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,406 | $660.9K | 0.02% | −2,178−33.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,436 | $665.3K | 0.09% | −1,981−30.9% | Reduced |
| FLC Capital Advisors | 4,437 | $665.5K | 0.12% | −300−6.3% | Reduced |
| Cooper Financial Group | 4,439 | $665.8K | 0.07% | +133+3.1% | Added |
| Aigen Investment Management, LP | 4,456 | $668.4K | 0.17% | +4,456 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,494 | $674.1K | 0.01% | −10−0.2% | Reduced |
| Invera Wealth Advisors, LLC | 4,517 | $677.5K | 0.43% | +12+0.3% | Added |
| Glenmede Trust Co NA | 4,529 | $679.4K | 0.00% | +244+5.7% | Added |
| Horizon Kinetics Asset Management LLC | 4,673 | $701.0K | 0.01% | 00.0% | Unchanged |
| Iron Financial, LLC | 4,711 | $706.6K | 0.31% | +2,621+125.4% | Added |
| Vident Advisory, LLC | 4,734 | $710.2K | 0.01% | +1,807+61.7% | Added |
| Sompo Asset Management Co., Ltd. | 4,740 | $711.0K | 0.13% | +3,240+216.0% | Added |
| Mariner, LLC | 4,740 | $711.1K | 0.00% | −7,371−60.9% | Reduced |
| Moors & Cabot, Inc. | 4,744 | $711.6K | 0.03% | −456−8.8% | Reduced |
| Howe & Rusling Inc | 4,764 | $714.6K | 0.05% | −961−16.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,797 | $719.5K | 0.00% | +194+4.2% | Added |
| one8zero8, LLC | 4,867 | $730.0K | 0.16% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,921 | $738.1K | 0.04% | −294−5.6% | Reduced |
| IFP Advisors, Inc | 4,981 | $747.1K | 0.02% | −880−15.0% | Reduced |
| Kendall Capital Management | 4,993 | $749.0K | 0.15% | +1,388+38.5% | Added |
| Moody National Bank Trust Division | 5,004 | $750.6K | 0.07% | +87+1.8% | Added |
| Mercer Global Advisors Inc | 5,040 | $756.0K | 0.00% | −17,062−77.2% | Reduced |
| Guidance Capital, Inc | 5,062 | $758.3K | 0.17% | +807+19.0% | Added |
| McMillan Office, Inc. | 5,075 | $761.3K | 0.10% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,085 | $762.8K | 0.01% | −3,515−40.9% | Reduced |
| Virtu Financial LLC | 5,111 | $767.0K | 0.03% | −10,640−67.6% | Reduced |
| Gen-Wealth Partners Inc | 5,164 | $774.6K | 0.24% | +1,167+29.2% | Added |
| Knollwood Investment Advisory, LLC | 5,259 | $788.9K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,295 | $794.2K | 0.09% | −32−0.6% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $795.0K | 0.89% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,304 | $795.6K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,316 | $797.0K | 0.00% | −31−0.6% | Reduced |
| Saxon Interests, Inc. | 5,351 | $802.6K | 0.28% | +5,351 | New |
| Generali Asset Management SPA SGR | 5,359 | $803.9K | 0.02% | +334+6.6% | Added |
| Capital Group Private Client Services, Inc. | 5,381 | $807.1K | 0.01% | −5,790−51.8% | Reduced |
| Flagship Harbor Advisors, LLC | 5,419 | $812.8K | 0.04% | −1,028−15.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,464 | $819.6K | 0.01% | −9−0.2% | Reduced |
| Pflug Koory, LLC | 5,468 | $820.2K | 0.38% | +138+2.6% | Added |
| Aberdeen Wealth Management LLC | 5,480 | $822.0K | 0.37% | −35−0.6% | Reduced |
| Financial Solutions Advisory Group, Inc. | 5,498 | $824.7K | 0.11% | +5,498 | New |
| WealthPLAN Partners, LLC | 5,590 | $838.5K | 0.16% | −2,244−28.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,720 | $858.0K | 0.02% | +250+4.6% | Added |
| Ossiam | 5,768 | $865.2K | 0.02% | −1,081−15.8% | Reduced |
| MUFG Securities EMEA plc | 5,779 | $866.9K | 0.01% | −50,700−89.8% | Reduced |
| Ascent Group, LLC | 5,784 | $867.6K | 0.03% | −24−0.4% | Reduced |
| Cim Investment Mangement Inc | 5,788 | $868.2K | 0.23% | −24−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 5,796 | $869.3K | 0.00% | −352−5.7% | Reduced |
| Schroder Investment Management Group | 5,816 | $872.4K | 0.00% | −176−2.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 5,825 | $873.8K | 0.01% | +1,515+35.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,927 | $889.0K | 0.00% | −1,029−14.8% | Reduced |
| Diversify Wealth Management, LLC | 5,938 | $893.0K | 0.02% | +2,802+89.3% | Added |
| Penobscot Investment Management Company, Inc. | 6,000 | $900.0K | 0.07% | 00.0% | Unchanged |
| Blue Sparrow, LLC | 6,000 | $900.0K | 0.02% | +6,000 | New |
| Merit Financial Group, LLC | 6,036 | $905.5K | 0.01% | +667+12.4% | Added |
| Oak Asset Management, LLC | 6,060 | $909.1K | 0.31% | −585−8.8% | Reduced |
| Black Cypress Capital Management, LLC | 6,076 | $911.4K | 0.65% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,097 | $914.5K | 0.02% | −33−0.5% | Reduced |
| Sage Investment Counsel LLC | 6,106 | $915.8K | 1.02% | +351+6.1% | Added |