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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 8,045 | $1.21M | 0.04% | −96−1.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $1.20M | 0.62% | +8,000 | New |
| Vontobel Holding Ltd. | 7,900 | $1.19M | 0.00% | −4,959−38.6% | Reduced |
| HBK Sorce Advisory LLC | 7,911 | $1.17M | 0.02% | −241−3.0% | Reduced |
| Norinchukin Bank, The | 7,805 | $1.17M | 0.01% | −21−0.3% | Reduced |
| Summit Financial, LLC | 7,743 | $1.16M | 0.01% | +2,551+49.1% | Added |
| Fifth Third Wealth Advisors LLC | 7,681 | $1.15M | 0.04% | +507+7.1% | Added |
| Atria Investments LLC | 7,634 | $1.15M | 0.01% | −2,309−23.2% | Reduced |
| Advisory Services Network, LLC | 7,607 | $1.14M | 0.02% | −5,410−41.6% | Reduced |
| Benjamin Edwards Inc | 7,596 | $1.14M | 0.01% | +2,707+55.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,587 | $1.14M | 0.28% | +475+6.7% | Added |
| Omers Administration Corp | 7,539 | $1.13M | 0.01% | +1,646+27.9% | Added |
| United Capital Financial Advisers, LLC | 7,538 | $1.13M | 0.01% | +929+14.1% | Added |
| Western Wealth Management, LLC | 7,519 | $1.13M | 0.04% | +7,519 | New |
| Brown Advisory Inc | 7,517 | $1.13M | 0.00% | −59−0.8% | Reduced |
| Jane Street Group, LLC | 7,440 | $1.12M | 0.00% | −23,144−75.7% | Reduced |
| TBH Global Asset Management, LLC | 7,402 | $1.11M | 0.22% | −122−1.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 7,391 | $1.11M | 0.01% | +596+8.8% | Added |
| Gateway Investment Advisers LLC | 7,394 | $1.11M | 0.01% | +2,186+42.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,337 | $1.10M | 0.01% | −489−6.2% | Reduced |
| Wesbanco Bank Inc | 7,320 | $1.10M | 0.03% | −2,818−27.8% | Reduced |
| Maryland State Retirement & Pension System | 7,207 | $1.08M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,200 | $1.08M | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 7,196 | $1.08M | 0.45% | +2,336+48.1% | Added |
| Capital International Ltd | 7,137 | $1.07M | 0.04% | +458+6.9% | Added |
| Equitable Holdings, Inc. | 7,502 | $1.07M | 0.01% | +7,502 | New |
| Banque Pictet & Cie SA | 7,060 | $1.06M | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,929 | $1.04M | 0.05% | −34−0.5% | Reduced |
| Lee Danner & Bass Inc | 6,916 | $1.04M | 0.07% | −340−4.7% | Reduced |
| CIBC World Markets Inc. | 6,906 | $1.04M | 0.00% | −5,861−45.9% | Reduced |
| Parallel Advisors, LLC | 6,896 | $1.03M | 0.02% | −105−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 6,869 | $1.03M | 0.21% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 6,658 | $1.02M | 0.62% | +114+1.7% | Added |
| Centiva Capital, LP | 6,755 | $1.01M | 0.05% | +6,755 | New |
| Norden Group LLC | 6,648 | $997.2K | 0.10% | +2,336+54.2% | Added |
| LMR Partners LLP | 6,641 | $996.1K | 0.01% | −10,052−60.2% | Reduced |
| HCR Wealth Advisors | 6,635 | $995.4K | 0.10% | +493+8.0% | Added |
| Novem Group | 6,597 | $989.5K | 0.11% | +2,152+48.4% | Added |
| New Mexico Educational Retirement Board | 6,521 | $978.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 6,516 | $977.4K | 0.03% | +918+16.4% | Added |
| Cross Staff Investments Inc | 6,459 | $968.9K | 0.64% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 13,756 | $968.0K | 0.07% | +4,684+51.6% | Added |
| Skopos Labs, Inc. | 6,426 | $963.9K | 0.03% | +720+12.6% | Added |
| Portfolio Design Labs, LLC | 6,399 | $959.9K | 0.17% | −228−3.4% | Reduced |
| Davenport & Co LLC | 6,324 | $948.6K | 0.01% | −1,908−23.2% | Reduced |
| Brinker Capital Investments, LLC | 6,303 | $945.4K | 0.01% | −2,854−31.2% | Reduced |
| Quadrant Capital Group LLC | 6,293 | $944.0K | 0.03% | −2,148−25.4% | Reduced |
| Anb Bank | 6,269 | $940.4K | 0.38% | −17−0.3% | Reduced |
| Parvin Asset Management, LLC | 6,149 | $922.4K | 0.68% | +5+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,118 | $917.7K | 0.08% | −117−1.9% | Reduced |
| Sage Investment Counsel LLC | 6,106 | $915.8K | 1.02% | +351+6.1% | Added |
| Arkadios Wealth Advisors | 6,097 | $914.5K | 0.02% | −33−0.5% | Reduced |
| Black Cypress Capital Management, LLC | 6,076 | $911.4K | 0.65% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 6,060 | $909.1K | 0.31% | −585−8.8% | Reduced |
| Merit Financial Group, LLC | 6,036 | $905.5K | 0.01% | +667+12.4% | 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 |
| Diversify Wealth Management, LLC | 5,938 | $893.0K | 0.02% | +2,802+89.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,927 | $889.0K | 0.00% | −1,029−14.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 5,825 | $873.8K | 0.01% | +1,515+35.2% | Added |
| Schroder Investment Management Group | 5,816 | $872.4K | 0.00% | −176−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 5,796 | $869.3K | 0.00% | −352−5.7% | Reduced |
| Cim Investment Mangement Inc | 5,788 | $868.2K | 0.23% | −24−0.4% | Reduced |
| Ascent Group, LLC | 5,784 | $867.6K | 0.03% | −24−0.4% | Reduced |
| MUFG Securities EMEA plc | 5,779 | $866.9K | 0.01% | −50,700−89.8% | Reduced |
| Ossiam | 5,768 | $865.2K | 0.02% | −1,081−15.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,720 | $858.0K | 0.02% | +250+4.6% | Added |
| WealthPLAN Partners, LLC | 5,590 | $838.5K | 0.16% | −2,244−28.6% | Reduced |
| Financial Solutions Advisory Group, Inc. | 5,498 | $824.7K | 0.11% | +5,498 | New |
| Aberdeen Wealth Management LLC | 5,480 | $822.0K | 0.37% | −35−0.6% | Reduced |
| Pflug Koory, LLC | 5,468 | $820.2K | 0.38% | +138+2.6% | Added |
| Williams Jones Wealth Management, LLC. | 5,464 | $819.6K | 0.01% | −9−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 5,419 | $812.8K | 0.04% | −1,028−15.9% | Reduced |
| Capital Group Private Client Services, Inc. | 5,381 | $807.1K | 0.01% | −5,790−51.8% | Reduced |
| Generali Asset Management SPA SGR | 5,359 | $803.9K | 0.02% | +334+6.6% | Added |
| Saxon Interests, Inc. | 5,351 | $802.6K | 0.28% | +5,351 | New |
| Thrivent Financial for Lutherans | 5,316 | $797.0K | 0.00% | −31−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,304 | $795.6K | 0.03% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 5,300 | $795.0K | 0.89% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,295 | $794.2K | 0.09% | −32−0.6% | Reduced |
| Knollwood Investment Advisory, LLC | 5,259 | $788.9K | 0.08% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,164 | $774.6K | 0.24% | +1,167+29.2% | Added |
| Virtu Financial LLC | 5,111 | $767.0K | 0.03% | −10,640−67.6% | Reduced |
| Sterling Capital Management LLC | 5,085 | $762.8K | 0.01% | −3,515−40.9% | Reduced |
| McMillan Office, Inc. | 5,075 | $761.3K | 0.10% | 00.0% | Unchanged |
| Guidance Capital, Inc | 5,062 | $758.3K | 0.17% | +807+19.0% | Added |
| Mercer Global Advisors Inc | 5,040 | $756.0K | 0.00% | −17,062−77.2% | Reduced |
| Moody National Bank Trust Division | 5,004 | $750.6K | 0.07% | +87+1.8% | Added |
| Kendall Capital Management | 4,993 | $749.0K | 0.15% | +1,388+38.5% | Added |
| IFP Advisors, Inc | 4,981 | $747.1K | 0.02% | −880−15.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,921 | $738.1K | 0.04% | −294−5.6% | Reduced |
| one8zero8, LLC | 4,867 | $730.0K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,797 | $719.5K | 0.00% | +194+4.2% | Added |
| Howe & Rusling Inc | 4,764 | $714.6K | 0.05% | −961−16.8% | Reduced |
| Moors & Cabot, Inc. | 4,744 | $711.6K | 0.03% | −456−8.8% | Reduced |
| Mariner, LLC | 4,740 | $711.1K | 0.00% | −7,371−60.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,740 | $711.0K | 0.13% | +3,240+216.0% | Added |
| Vident Advisory, LLC | 4,734 | $710.2K | 0.01% | +1,807+61.7% | Added |
| Iron Financial, LLC | 4,711 | $706.6K | 0.31% | +2,621+125.4% | Added |
| Horizon Kinetics Asset Management LLC | 4,673 | $701.0K | 0.01% | 00.0% | Unchanged |