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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 2,670 | $400.5K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,643 | $397.0K | 0.01% | +93+3.6% | Added |
| Tema ETFs LLC | 2,641 | $396.1K | 0.03% | +7+0.3% | Added |
| Farther Finance Advisors, LLC | 2,614 | $395.0K | 0.00% | +192+7.9% | Added |
| Buttonwood Financial Advisors Inc. | 2,633 | $395.0K | 0.13% | −328−11.1% | Reduced |
| Hantz Financial Services, Inc. | 2,608 | $391.0K | 0.01% | +321+14.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,600 | $390.0K | 0.02% | +421+19.3% | Added |
| TownSquare Capital, LLC | 2,600 | $390.0K | 0.09% | +817+45.8% | Added |
| Wellington Grp LLC | 2,586 | $387.9K | 0.12% | +991+62.1% | Added |
| Cornerstone Wealth Management, LLC | 2,556 | $383.4K | 0.02% | −75−2.9% | Reduced |
| Wallace Advisory Group, LLC | 2,550 | $382.5K | 0.41% | +612+31.6% | Added |
| Prentice Wealth Management LLC | 2,549 | $382.4K | 0.09% | −104−3.9% | Reduced |
| Mather Group, LLC. | 2,541 | $381.2K | 0.00% | +2,541 | New |
| Canandaigua National Trust Co of Florida | 2,528 | $379.2K | 0.30% | −563−18.2% | Reduced |
| Laraway Financial Inc | 2,525 | $378.8K | 0.27% | −100−3.8% | Reduced |
| Cooper/Haims Advisors, LLC | 2,521 | $378.1K | 0.18% | −814−24.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $376.4K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,496 | $374.4K | 0.00% | −10−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,461 | $369.2K | 0.01% | −997−28.8% | Reduced |
| TCW Group Inc | 2,448 | $367.2K | 0.00% | +56+2.3% | Added |
| LVW Advisors, LLC | 2,426 | $363.9K | 0.04% | +114+4.9% | Added |
| Resources Investment Advisors, LLC. | 2,410 | $361.5K | 0.00% | −452−15.8% | Reduced |
| Arnhold LLC | 2,400 | $360.0K | 0.03% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 2,390 | $358.5K | 0.15% | +2,390 | New |
| Federated Hermes, Inc. | 2,380 | $357.0K | 0.00% | −3,064−56.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,373 | $355.9K | 0.00% | +2,373 | New |
| IHT Wealth Management, LLC | 2,371 | $355.6K | 0.01% | +117+5.2% | Added |
| Harbour Investments, Inc. | 2,370 | $355.5K | 0.01% | +880+59.1% | Added |
| V-Square Quantitative Management LLC | 2,369 | $355.4K | 0.04% | +228+10.6% | Added |
| Athena Investment Management | 2,358 | $353.7K | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,347 | $352.1K | 0.00% | +2,347 | New |
| AE Wealth Management LLC | 2,340 | $350.9K | 0.00% | +612+35.4% | Added |
| Keybank National Association | 2,338 | $350.7K | 0.00% | +90+4.0% | Added |
| GFS Advisors, LLC | 2,328 | $349.2K | 0.02% | −932−28.6% | Reduced |
| Aviance Capital Partners, LLC | 2,326 | $348.9K | 0.04% | −332−12.5% | Reduced |
| Montag A & Associates Inc | 2,301 | $345.1K | 0.02% | +287+14.3% | Added |
| Eads & Heald Wealth Management | 2,301 | $345.1K | 0.17% | +645+38.9% | Added |
| Culbertson A N & Co Inc | 2,288 | $343.2K | 0.04% | +20+0.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,282 | $342.3K | 0.00% | +2,282 | New |
| Sigma Planning Corp | 2,263 | $339.5K | 0.01% | −195−7.9% | Reduced |
| First Wilshire Securities Management Inc | 2,260 | $339.0K | 0.08% | 00.0% | Unchanged |
| Twin Tree Management, LP | 2,241 | $336.1K | 0.07% | +220+10.9% | Added |
| Citizens Financial Group Inc | 2,229 | $334.4K | 0.00% | −218−8.9% | Reduced |
| Edgestream Partners, L.P. | 2,225 | $333.8K | 0.01% | +2,225 | New |
| 111 Capital | 2,225 | $333.8K | 0.08% | +2,225 | New |
| Teacher Retirement System of Texas | 2,214 | $332.1K | 0.00% | −2,715−55.1% | Reduced |
| Doliver Advisors, LP | 2,209 | $331.4K | 0.08% | −68−3.0% | Reduced |
| Legacy Advisors, LLC | 2,196 | $329.3K | 0.04% | +107+5.1% | Added |
| Sagewood Asset Management LP | 2,174 | $326.1K | 0.10% | +2,174 | New |
| Reynders McVeigh Capital Management, LLC | 2,167 | $325.0K | 0.02% | −99−4.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,162 | $324.3K | 0.08% | +17+0.8% | Added |
| Sapient Capital LLC | 2,162 | $324.3K | 0.00% | +216+11.1% | Added |
| CX Institutional | 2,160 | $324.0K | 0.01% | +270+14.3% | Added |
| RMB Capital Management, LLC | 2,159 | $323.9K | 0.01% | +58+2.8% | Added |
| Personal Cfo Solutions, LLC | 2,130 | $319.5K | 0.04% | −910−29.9% | Reduced |
| Ellevest, Inc. | 2,127 | $319.1K | 0.04% | −335−13.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,125 | $318.8K | 0.07% | −17−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,108 | $316.2K | 0.01% | −229−9.8% | Reduced |
| Miller Global Investments, LLC | 2,103 | $315.4K | 0.29% | −24−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,081 | $312.1K | 0.02% | +2,081 | New |
| Rexford Capital Inc | 2,072 | $310.8K | 0.22% | +79+4.0% | Added |
| Meeder Advisory Services, Inc. | 2,069 | $310.4K | 0.01% | +181+9.6% | Added |
| Frank, Rimerman Advisors LLC | 2,038 | $305.7K | 0.02% | −376−15.6% | Reduced |
| HBW Advisory Services LLC | 2,026 | $303.9K | 0.03% | −276−12.0% | Reduced |
| Evergreen Capital Management LLC | 2,014 | $302.1K | 0.01% | −176−8.0% | Reduced |
| Smartleaf Asset Management LLC | 2,000 | $302.0K | 0.01% | +662+49.5% | Added |
| Define Financial, LLC | 2,010 | $301.5K | 0.16% | +12+0.6% | Added |
| Intrust Bank NA | 2,010 | $301.5K | 0.02% | +2,010 | New |
| Ancora Advisors, LLC | 2,008 | $301.1K | 0.01% | +788+64.6% | Added |
| Childress Capital Advisors, LLC | 2,007 | $301.1K | 0.05% | −537−21.1% | Reduced |
| Shay Capital LLC | 2,000 | $300.0K | 0.04% | +2,000 | New |
| Pangea Capital Gestao de Recursos Ltda. | 2,000 | $300.0K | 0.23% | +2,000 | New |
| Pinnacle Associates Ltd | 1,998 | $299.7K | 0.00% | +418+26.5% | Added |
| Moneta Group Investment Advisors LLC | 1,991 | $298.6K | 0.00% | +35+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,990 | $298.5K | 0.01% | −344−14.7% | Reduced |
| Kentucky Trust Co | 1,990 | $298.5K | 0.16% | +695+53.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,988 | $298.2K | 0.03% | +1,988 | New |
| Chicago Partners Investment Group LLC | 1,888 | $296.2K | 0.01% | +77+4.3% | Added |
| Ostrum Asset Management | 1,962 | $294.3K | 0.02% | −7,068−78.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,961 | $294.2K | 0.01% | +9+0.5% | Added |
| Signaturefd, LLC | 1,937 | $290.5K | 0.00% | +26+1.4% | Added |
| Profund Advisors LLC | 1,935 | $290.3K | 0.01% | +150+8.4% | Added |
| Integrity Alliance, LLC. | 1,926 | $288.9K | 0.01% | +1,926 | New |
| Investors Asset Management of Georgia Inc | 1,921 | $288.1K | 0.12% | −474−19.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,918 | $287.7K | 0.02% | +1,918 | New |
| National Asset Management, Inc. | 1,897 | $286.4K | 0.02% | +101+5.6% | Added |
| Krane Funds Advisors LLC | 1,858 | $285.7K | 0.01% | +1,858 | New |
| Fiduciary Trust Co | 1,903 | $285.4K | 0.00% | +51+2.8% | Added |
| Atomi Financial Group, Inc. | 1,876 | $281.4K | 0.01% | +236+14.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,868 | $280.3K | 0.25% | −1,477−44.2% | Reduced |
| Cowa, LLC | 1,862 | $279.4K | 0.08% | +101+5.7% | Added |
| Shayne & Co., LLC | 1,850 | $277.5K | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,848 | $277.2K | 0.00% | +1,848 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,847 | $277.0K | 0.08% | −90−4.6% | Reduced |
| CoreCap Advisors, LLC | 1,839 | $275.9K | 0.01% | −53−2.8% | Reduced |
| Abel Hall, LLC | 1,814 | $272.1K | 0.06% | +1,814 | New |
| Regatta Capital Group, LLC | 1,789 | $268.4K | 0.04% | +90+5.3% | Added |
| Diversified Trust Co | 1,785 | $267.8K | 0.00% | −233−11.5% | Reduced |
| Christine Messmer PC | 1,772 | $265.8K | 0.17% | +1,772 | New |
| Warren Averett Asset Management, LLC | 1,752 | $262.8K | 0.00% | −321−15.5% | Reduced |