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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 6,118 | $917.7K | 0.08% | −117−1.9% | Reduced |
| Parvin Asset Management, LLC | 6,149 | $922.4K | 0.68% | +5+0.1% | Added |
| Anb Bank | 6,269 | $940.4K | 0.38% | −17−0.3% | Reduced |
| Quadrant Capital Group LLC | 6,293 | $944.0K | 0.03% | −2,148−25.4% | Reduced |
| Brinker Capital Investments, LLC | 6,303 | $945.4K | 0.01% | −2,854−31.2% | Reduced |
| Davenport & Co LLC | 6,324 | $948.6K | 0.01% | −1,908−23.2% | Reduced |
| Portfolio Design Labs, LLC | 6,399 | $959.9K | 0.17% | −228−3.4% | Reduced |
| Skopos Labs, Inc. | 6,426 | $963.9K | 0.03% | +720+12.6% | Added |
| Kentucky Retirement Systems | 13,756 | $968.0K | 0.07% | +4,684+51.6% | Added |
| Cross Staff Investments Inc | 6,459 | $968.9K | 0.64% | 00.0% | Unchanged |
| Argent Trust Co | 6,516 | $977.4K | 0.03% | +918+16.4% | Added |
| New Mexico Educational Retirement Board | 6,521 | $978.0K | 0.03% | 00.0% | Unchanged |
| Novem Group | 6,597 | $989.5K | 0.11% | +2,152+48.4% | Added |
| HCR Wealth Advisors | 6,635 | $995.4K | 0.10% | +493+8.0% | Added |
| LMR Partners LLP | 6,641 | $996.1K | 0.01% | −10,052−60.2% | Reduced |
| Norden Group LLC | 6,648 | $997.2K | 0.10% | +2,336+54.2% | Added |
| Centiva Capital, LP | 6,755 | $1.01M | 0.05% | +6,755 | New |
| Granite Group Advisors, LLC | 6,658 | $1.02M | 0.62% | +114+1.7% | Added |
| Longfellow Investment Management Co LLC | 6,869 | $1.03M | 0.21% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,896 | $1.03M | 0.02% | −105−1.5% | Reduced |
| CIBC World Markets Inc. | 6,906 | $1.04M | 0.00% | −5,861−45.9% | Reduced |
| Lee Danner & Bass Inc | 6,916 | $1.04M | 0.07% | −340−4.7% | Reduced |
| Tectonic Advisors LLC | 6,929 | $1.04M | 0.05% | −34−0.5% | Reduced |
| Banque Pictet & Cie SA | 7,060 | $1.06M | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,502 | $1.07M | 0.01% | +7,502 | New |
| Capital International Ltd | 7,137 | $1.07M | 0.04% | +458+6.9% | Added |
| denkapparat Operations GmbH | 7,196 | $1.08M | 0.45% | +2,336+48.1% | Added |
| Louisiana State Employees Retirement System | 7,200 | $1.08M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,207 | $1.08M | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,320 | $1.10M | 0.03% | −2,818−27.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,337 | $1.10M | 0.01% | −489−6.2% | Reduced |
| Gateway Investment Advisers LLC | 7,394 | $1.11M | 0.01% | +2,186+42.0% | Added |
| Pinnacle Financial Partners, Inc. | 7,391 | $1.11M | 0.01% | +596+8.8% | Added |
| TBH Global Asset Management, LLC | 7,402 | $1.11M | 0.22% | −122−1.6% | Reduced |
| Jane Street Group, LLC | 7,440 | $1.12M | 0.00% | −23,144−75.7% | Reduced |
| Brown Advisory Inc | 7,517 | $1.13M | 0.00% | −59−0.8% | Reduced |
| Western Wealth Management, LLC | 7,519 | $1.13M | 0.04% | +7,519 | New |
| United Capital Financial Advisers, LLC | 7,538 | $1.13M | 0.01% | +929+14.1% | Added |
| Omers Administration Corp | 7,539 | $1.13M | 0.01% | +1,646+27.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,587 | $1.14M | 0.28% | +475+6.7% | Added |
| Benjamin Edwards Inc | 7,596 | $1.14M | 0.01% | +2,707+55.4% | Added |
| Advisory Services Network, LLC | 7,607 | $1.14M | 0.02% | −5,410−41.6% | Reduced |
| Atria Investments LLC | 7,634 | $1.15M | 0.01% | −2,309−23.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,681 | $1.15M | 0.04% | +507+7.1% | Added |
| Summit Financial, LLC | 7,743 | $1.16M | 0.01% | +2,551+49.1% | Added |
| Norinchukin Bank, The | 7,805 | $1.17M | 0.01% | −21−0.3% | Reduced |
| HBK Sorce Advisory LLC | 7,911 | $1.17M | 0.02% | −241−3.0% | Reduced |
| Vontobel Holding Ltd. | 7,900 | $1.19M | 0.00% | −4,959−38.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $1.20M | 0.62% | +8,000 | New |
| Hartford Investment Management Co | 8,045 | $1.21M | 0.04% | −96−1.2% | Reduced |
| Platform Technology Partners | 8,053 | $1.21M | 0.23% | +1,512+23.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,186 | $1.24M | 0.00% | −112−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,337 | $1.25M | 0.04% | −1,871−18.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,353 | $1.25M | 0.75% | −3,705−30.7% | Reduced |
| Rafferty Asset Management, LLC | 8,405 | $1.26M | 0.01% | −3,402−28.8% | Reduced |
| Assetmark, Inc | 8,465 | $1.27M | 0.00% | +537+6.8% | Added |
| Mizuho Securities USA LLC | 8,490 | $1.27M | 0.03% | −1,775−17.3% | Reduced |
| Stablepoint Partners, LLC | 8,495 | $1.27M | 0.19% | +1,235+17.0% | Added |
| Whelan Financial | 8,590 | $1.29M | 0.40% | +548+6.8% | Added |
| MAI Capital Management | 8,618 | $1.29M | 0.01% | −191−2.2% | Reduced |
| Concentric Capital Strategies, LP | 8,788 | $1.32M | 0.11% | +8,788 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 8,824 | $1.32M | 0.00% | +3,252+58.4% | Added |
| Fideuram Asset Management (Ireland) dac | 8,348 | $1.32M | 0.17% | +8,311+22,462.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,961 | $1.34M | 0.06% | −330−3.6% | Reduced |
| Private Advisor Group, LLC | 8,992 | $1.35M | 0.01% | +2,695+42.8% | Added |
| Plato Investment Management Ltd | 9,000 | $1.35M | 0.09% | −908−9.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,028 | $1.35M | 0.22% | +6,738+294.2% | Added |
| Fayez Sarofim & Co | 9,100 | $1.36M | 0.00% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 9,120 | $1.37M | 0.08% | +9,120 | New |
| Wedbush Securities Inc | 9,179 | $1.38M | 0.04% | −444−4.6% | Reduced |
| Plimoth Trust Co LLC | 9,185 | $1.38M | 0.31% | −2,272−19.8% | Reduced |
| Vickerman Investment Advisors, Inc. | 9,193 | $1.38M | 0.29% | −327−3.4% | Reduced |
| Douglas Lane & Associates, LLC | 9,211 | $1.38M | 0.02% | −1,080−10.5% | Reduced |
| Fragasso Group Inc. | 8,904 | $1.38M | 0.08% | +872+10.9% | Added |
| Two Sigma Securities, LLC | 9,249 | $1.39M | 0.16% | +9,249 | New |
| Havemeyer Place LP | 9,339 | $1.40M | 0.16% | +4,517+93.7% | Added |
| Valicenti Advisory Services Inc | 9,345 | $1.40M | 0.31% | +400+4.5% | Added |
| SG Americas Securities, LLC | 9,370 | $1.41M | 0.00% | −29,614−76.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,541 | $1.43M | 0.01% | +5,147+117.1% | Added |
| Allianz Asset Management GmbH | 9,600 | $1.44M | 0.00% | +990+11.5% | Added |
| Candriam Luxembourg S.C.A. | 9,656 | $1.45M | 0.01% | +8,121+529.1% | Added |
| Easterly Investment Partners LLC | 9,647 | $1.46M | 0.11% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 9,717 | $1.46M | 0.32% | +8,198+539.7% | Added |
| Benedict Financial Advisors Inc | 9,767 | $1.46M | 0.30% | +867+9.7% | Added |
| Tower Research Capital LLC (TRC) | 9,945 | $1.49M | 0.04% | +5,474+122.4% | Added |
| Horizon Investments, LLC | 10,264 | $1.53M | 0.02% | +862+9.2% | Added |
| Private Trust Co NA | 10,282 | $1.54M | 0.14% | −456−4.2% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $1.54M | 0.34% | 00.0% | Unchanged |
| Macquarie Group Ltd | 10,399 | $1.56M | 0.01% | −1,361−11.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,451 | $1.62M | 0.01% | +87+0.8% | Added |
| WealthPlan Investment Management, LLC | 10,793 | $1.62M | 0.09% | −5,722−34.6% | Reduced |
| HB Wealth Management, LLC | 10,795 | $1.62M | 0.01% | +72+0.7% | Added |
| Oddo BHF Asset Management SAS | 10,908 | $1.64M | 0.06% | +353+3.3% | Added |
| Exchange Traded Concepts, LLC | 10,957 | $1.64M | 0.01% | +6,256+133.1% | Added |
| Jacobi Capital Management LLC | 11,359 | $1.70M | 0.10% | +223+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,377 | $1.71M | 0.00% | −1,242−9.8% | Reduced |
| Oppenheimer & Co Inc | 11,395 | $1.71M | 0.02% | −3,657−24.3% | Reduced |
| Ally Financial Inc. | 11,500 | $1.73M | 0.21% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 11,523 | $1.73M | 0.01% | −1,955−14.5% | Reduced |
| Brevan Howard Capital Management LP | 11,525 | $1.73M | 0.02% | +11,525 | New |