Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2026: 1,050 institutions

Value heldQ1 2026: $21.5B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Hilltop National Bank	110	$16.5K	0.00%	+110	New
Cornerstone Planning Group LLC	110	$16.5K	0.00%	+29+35.8%	Added
Innovative Asset Advisors Group, LLC	109	$16.4K	0.01%	+109	New
Bokf, NA	106	$15.9K	0.00%	+106	New
Ameriflex Group, Inc.	104	$15.6K	0.01%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	100	$15.0K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	100	$15.0K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	100	$15.0K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$15.0K	0.01%	00.0%	Unchanged
Islay Capital Management, LLC	100	$15.0K	0.01%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$15.0K	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	92	$13.8K	0.00%	00.0%	Unchanged
Kilter Group LLC	91	$13.7K	0.01%	+10+12.3%	Added
Independence Bank of Kentucky	86	$12.9K	0.00%	−50−36.8%	Reduced
First Community Trust NA	85	$12.8K	0.01%	00.0%	Unchanged
Hilton Head Capital Partners, LLC	85	$12.7K	0.01%	+1+1.2%	Added
PlanVest Financial, Inc	83	$12.5K	0.01%	+83	New
Vermillion Wealth Management, Inc.	83	$12.4K	0.00%	+12+16.9%	Added
High Note Wealth, LLC	83	$12.4K	0.00%	+12+16.9%	Added
JNBA Financial Advisors	80	$12.0K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	78	$11.7K	0.00%	+78	New
Fortitude Family Office, LLC	76	$11.4K	0.00%	+44+137.5%	Added
Glen Eagle Advisors, LLC	75	$11.3K	0.00%	−100−57.1%	Reduced
Global Wealth Strategies & Associates	75	$11.3K	0.00%	00.0%	Unchanged
Hara Capital LLC	75	$11.3K	0.01%	00.0%	Unchanged
Trust Co	75	$11.3K	0.00%	+75	New
J.Safra Asset Management Corp	72	$10.8K	0.00%	00.0%	Unchanged
Alerus Financial NA	70	$10.5K	0.00%	00.0%	Unchanged
Keating Financial Advisory Services, Inc.	70	$10.5K	0.00%	+47+204.3%	Added
Vanguard National Trust Co	70	$10.5K	0.00%	+70	New
Private Wealth Management Group, LLC	69	$10.3K	0.00%	+10+16.9%	Added
Westfuller Advisors, LLC	69	$10.3K	0.00%	+8+13.1%	Added
Global X Japan Co., Ltd.	65	$9.75K	0.00%	+65	New
DT Investment Partners, LLC	62	$9.30K	0.00%	00.0%	Unchanged
Community Financial Services Group, LLC	60	$9.06K	0.00%	+60	New
Covestor Ltd	61	$9.00K	0.01%	−46−43.0%	Reduced
Financial Management Professionals, Inc.	60	$9.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	63	$9.00K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	59	$8.85K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	59	$8.81K	0.00%	+55+1,375.0%	Added
JFS Wealth Advisors, LLC	56	$8.40K	0.00%	+6+12.0%	Added
Sachetta, LLC	56	$8.40K	0.00%	+8+16.7%	Added
REAP Financial Group, LLC	55	$8.25K	0.00%	+55	New
Kemnay Advisory Services Inc.	54	$8.10K	0.00%	+54	New
Prosperity Bancshares Inc	53	$7.95K	0.01%	+16+43.2%	Added
Caitlin John, LLC	53	$7.89K	0.00%	+1+1.9%	Added
Winch Advisory Services, LLC	52	$7.85K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	52	$7.80K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	51	$7.65K	0.00%	−6−10.5%	Reduced
St Germain D J Co Inc	50	$7.50K	0.00%	00.0%	Unchanged
1 North Wealth Services LLC	50	$7.50K	0.00%	00.0%	Unchanged
SHP Wealth Management	50	$7.50K	0.00%	+20+66.7%	Added
Beacon Investment Advisory Services, Inc.	50	$7.50K	0.00%	+50	New
Timothy G. Youngquist 2020 Irrevocable Trust	49	$7.35K	0.00%	+49	New
Triumph Capital Management	48	$7.23K	0.00%	+48	New
Center for Financial Planning, Inc.	45	$6.75K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	44	$6.60K	0.00%	+6+15.8%	Added
Nemes Rush Group LLC	42	$6.30K	0.00%	00.0%	Unchanged
Basepoint Wealth LLC	41	$6.22K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	41	$6.15K	0.00%	+41	New
Central Pacific Bank - Trust Division	41	$6.15K	0.00%	+41	New
Richardson Financial Services Inc.	40	$6.00K	0.00%	00.0%	Unchanged
Caldwell Trust Co	40	$6.00K	0.00%	00.0%	Unchanged
Avion Wealth	40	$6.00K	0.00%	+3+8.1%	Added
Anfield Capital Management, LLC	39	$5.85K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$5.70K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	37	$5.56K	0.00%	+25+208.3%	Added
Murphy & Mullick Capital Management Corp	37	$5.55K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	36	$5.40K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	35	$5.25K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	35	$5.25K	0.00%	+2+6.1%	Added
Coston, McIsaac & Partners	35	$5.00K	0.00%	+1+2.9%	Added
Bell Investment Advisors, Inc	32	$4.80K	0.00%	00.0%	Unchanged
Purpose Unlimited Inc.	30	$4.50K	0.00%	00.0%	Unchanged
Tiaa Trust, National Association	29	$4.35K	0.00%	−2,368−98.8%	Reduced
Red Tortoise LLC	29	$4.35K	0.00%	00.0%	Unchanged
Financial Consulate, Inc	29	$4.35K	0.00%	+2+7.4%	Added
Rossby Financial, LCC	27	$4.08K	0.00%	+11+68.8%	Added
Colonial Trust Advisors	26	$3.93K	0.00%	−30−53.6%	Reduced
Clayton Financial Group LLC	26	$3.90K	0.00%	00.0%	Unchanged
Wellington-Altus USA Inc.	27	$3.75K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$3.75K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	24	$3.60K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	23	$3.45K	0.00%	−186−89.0%	Reduced
NBT Bank N A	23	$3.45K	0.00%	+23	New
Cornerstone Financial Management LLC	22	$3.30K	0.00%	−13−37.1%	Reduced
Costello Asset Management, INC	22	$3.30K	0.00%	00.0%	Unchanged
BankPlus Trust Department	21	$3.15K	0.00%	−30−58.8%	Reduced
Essential Partners LLC	21	$3.15K	0.00%	+18+600.0%	Added
Pension & Wealth Management Advisors, Inc.	20	$3.15K	0.00%	−632−96.9%	Reduced
Carolina Wealth Advisors, LLC	20	$3.00K	0.00%	00.0%	Unchanged
Monetary Solutions, Ltd	20	$3.00K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	20	$3.00K	0.00%	+14+233.3%	Added
Bayforest Capital Ltd	18	$2.70K	0.00%	−3,216−99.4%	Reduced
Steigerwald, Gordon & Koch Inc.	18	$2.70K	0.00%	−7−28.0%	Reduced
Sawyer & Company, Inc	18	$2.70K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	17	$2.55K	0.00%	+1+6.3%	Added
DiNuzzo Private Wealth, Inc.	17	$2.55K	0.00%	+15+750.0%	Added
Annis Gardner Whiting Capital Advisors, LLC	16	$2.40K	0.00%	−42−72.4%	Reduced
Fairman Group, LLC	16	$2.40K	0.00%	00.0%	Unchanged