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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 4,529 | $679.4K | 0.00% | +244+5.7% | Added |
| Invera Wealth Advisors, LLC | 4,517 | $677.5K | 0.43% | +12+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,494 | $674.1K | 0.01% | −10−0.2% | Reduced |
| Aigen Investment Management, LP | 4,456 | $668.4K | 0.17% | +4,456 | New |
| Cooper Financial Group | 4,439 | $665.8K | 0.07% | +133+3.1% | Added |
| FLC Capital Advisors | 4,437 | $665.5K | 0.12% | −300−6.3% | Reduced |
| Premier Path Wealth Partners, LLC | 4,436 | $665.3K | 0.09% | −1,981−30.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,406 | $660.9K | 0.02% | −2,178−33.1% | Reduced |
| Silvercrest Asset Management Group LLC | 4,392 | $658.8K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,375 | $656.3K | 0.24% | −787−15.2% | Reduced |
| Gallacher Capital Management LLC | 4,374 | $656.1K | 0.25% | +4,374 | New |
| Linden Thomas Advisory Services, LLC | 4,363 | $654.5K | 0.06% | −2,182−33.3% | Reduced |
| Garner Asset Management Corp | 4,288 | $652.1K | 0.26% | −438−9.3% | Reduced |
| Kovack Advisors, Inc. | 4,270 | $644.1K | 0.03% | −515−10.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,277 | $641.5K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 4,224 | $633.6K | 0.05% | +225+5.6% | Added |
| Larson Financial Group LLC | 4,189 | $628.4K | 0.02% | +579+16.0% | Added |
| VARCOV Co. | 4,107 | $616.0K | 0.23% | +4,107 | New |
| North Dakota State Investment Board | 4,106 | $615.9K | 0.03% | −851−17.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,083 | $612.5K | 0.00% | +4,083 | New |
| 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 |
| Fortress Private Ledger, LLC | 4,064 | $609.6K | 0.19% | −865−17.5% | Reduced |
| Citizens National Bank Trust Department | 4,053 | $608.0K | 0.10% | −797−16.4% | Reduced |
| Mutual Advisors, LLC | 4,047 | $607.0K | 0.01% | +290+7.7% | Added |
| Retirement Planning Co of New England, Inc. | 4,033 | $604.9K | 0.25% | +250+6.6% | Added |
| Prospera Financial Services Inc | 4,029 | $604.6K | 0.01% | +97+2.5% | Added |
| Independent Financial Group, LLC | 4,027 | $604.1K | 0.01% | −411−9.3% | Reduced |
| Allworth Financial LP | 4,025 | $603.7K | 0.00% | −2,360−37.0% | Reduced |
| Choate Investment Advisors | 4,004 | $600.6K | 0.01% | −181−4.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,916 | $587.4K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,899 | $584.9K | 0.02% | −363−8.5% | Reduced |
| Vise Technologies, Inc. | 4,231 | $583.7K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,886 | $582.9K | 0.04% | +88+2.3% | Added |
| GAMMA Investing LLC | 3,858 | $578.7K | 0.03% | +1,386+56.1% | Added |
| Securian Asset Management, Inc | 3,806 | $570.9K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,803 | $570.5K | 0.04% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,781 | $567.2K | 0.23% | +723+23.6% | Added |
| Kingswood Wealth Advisors, LLC | 3,779 | $566.8K | 0.03% | −235−5.9% | Reduced |
| Exencial Wealth Advisors, LLC | 3,759 | $563.9K | 0.02% | +222+6.3% | Added |
| Grove Bank & Trust | 3,743 | $561.5K | 0.06% | +569+17.9% | Added |
| MMBG Investment Advisors Co. | 3,740 | $561.0K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,709 | $556.4K | 0.01% | −748−16.8% | Reduced |
| Belpointe Asset Management LLC | 3,705 | $555.9K | 0.02% | −472−11.3% | Reduced |
| Palisade Capital Management LLC | 3,700 | $555.0K | 0.02% | −450−10.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 3,661 | $549.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,650 | $547.5K | 0.04% | 00.0% | Unchanged |
| Woodline Partners LP | 3,640 | $546.0K | 0.00% | +3,640 | New |
| Ballentine Partners, LLC | 3,625 | $543.8K | 0.01% | +44+1.2% | Added |
| TLWM | 3,612 | $541.8K | 0.10% | +104+3.0% | Added |
| Jump Financial, LLC | 3,591 | $538.6K | 0.01% | +268+8.1% | Added |
| Laird Norton Trust Company, LLC | 3,567 | $535.0K | 0.01% | +14+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,564 | $535.0K | 0.01% | −3,071−46.3% | Reduced |
| Miller Investment Management, LP | 3,550 | $532.5K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 3,520 | $528.0K | 0.26% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,514 | $527.1K | 0.01% | −4,819−57.8% | Reduced |
| LVM Capital Management Ltd | 3,510 | $527.0K | 0.05% | +3,510 | New |
| Chiron Capital Management, LLC | 3,501 | $525.1K | 0.54% | +3,501 | New |
| Coldstream Capital Management Inc | 3,478 | $521.7K | 0.01% | −158−4.3% | Reduced |
| Lazard Asset Management LLC | 3,451 | $517.6K | 0.00% | +3,451 | New |
| Crossmark Global Holdings, Inc. | 3,443 | $516.5K | 0.01% | +524+18.0% | Added |
| STRS Ohio | 3,398 | $509.7K | 0.00% | −5−0.1% | Reduced |
| Central Trust Co | 3,391 | $508.6K | 0.01% | −489−12.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,329 | $499.4K | 0.01% | +9+0.3% | Added |
| Park Avenue Securities LLC | 3,319 | $498.0K | 0.00% | −32−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 3,306 | $495.9K | 0.02% | −201−5.7% | Reduced |
| Radnor Capital Management, LLC | 3,304 | $495.6K | 0.07% | −8−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,298 | $494.8K | 0.01% | −1,234−27.2% | Reduced |
| ISAM Funds (UK) Ltd | 3,297 | $494.6K | 0.24% | +3,297 | New |
| Miracle Mile Advisors, LLC | 3,271 | $490.6K | 0.01% | −377−10.3% | Reduced |
| Neumann Capital Management, LLC | 3,266 | $489.9K | 0.14% | −149−4.4% | Reduced |
| 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 |
| Jackson Creek Investment Advisors LLC | 3,183 | $477.0K | 0.14% | +3,183 | New |
| Duncan Williams Asset Management, LLC | 3,166 | $474.9K | 0.13% | +3,166 | New |
| B. Metzler seel. Sohn & Co. AG | 3,161 | $474.1K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 3,123 | $468.4K | 0.00% | −211−6.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,121 | $468.1K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 3,111 | $466.6K | 0.04% | −2,176−41.2% | Reduced |
| Empirical Finance, LLC | 3,079 | $461.9K | 0.02% | +38+1.2% | Added |
| Gamco Investors, Inc. Et Al | 3,054 | $458.1K | 0.00% | +4+0.1% | Added |
| RSM US Wealth Management LLC | 3,038 | $455.8K | 0.01% | −78−2.5% | Reduced |
| Nautilus Advisors LLC | 3,022 | $453.3K | 0.31% | −7−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 3,016 | $452.4K | 0.03% | −102−3.3% | Reduced |
| Jeppson Wealth Management, LLC | 3,008 | $451.2K | 0.14% | +152+5.3% | Added |
| Essex Financial Services, Inc. | 3,001 | $450.1K | 0.03% | +43+1.5% | Added |
| Alpine Fox Capital LLC | 3,000 | $450.0K | 0.42% | −97,000−97.0% | Reduced |
| Kingsview Wealth Management, LLC | 2,997 | $449.6K | 0.01% | −322−9.7% | Reduced |
| Zions Bancorporation, National Association | 2,991 | $448.6K | 0.03% | +807+37.0% | Added |
| PFG Investments, LLC | 2,976 | $446.4K | 0.02% | +171+6.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,949 | $442.4K | 0.11% | +788+36.5% | Added |
| Legacy Financial Advisors, Inc. | 2,917 | $437.6K | 0.06% | +159+5.8% | Added |
| Pensionmark Financial Group, LLC | 2,914 | $437.2K | 0.01% | +1,424+95.6% | Added |
| Vestcor Inc | 2,829 | $424.0K | 0.01% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 2,690 | $424.0K | 0.07% | +2,690 | New |
| SFMG, LLC | 2,808 | $421.2K | 0.03% | −598−17.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,774 | $416.0K | 0.00% | +2,162+353.3% | Added |
| Independent Advisor Alliance | 2,752 | $412.7K | 0.00% | +1,200+77.3% | Added |
| 1620 Investment Advisors, Inc. | 2,721 | $408.2K | 0.28% | +105+4.0% | Added |
| Legacy Private Trust Co. | 2,689 | $403.4K | 0.02% | −1,005−27.2% | Reduced |