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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 1,739 | $260.9K | 0.04% | +145+9.1% | Added |
| Pictet & Cie (Europe) SA | 1,737 | $260.6K | 0.01% | −610−26.0% | Reduced |
| Iams Wealth Management, LLC | 1,735 | $260.4K | 0.09% | −262−13.1% | Reduced |
| Verdence Capital Advisors LLC | 1,731 | $259.6K | 0.02% | +1,731 | New |
| We Are One Seven, LLC | 1,724 | $258.6K | 0.01% | −490−22.1% | Reduced |
| Legacy Bridge, LLC | 1,720 | $258.0K | 0.10% | −45−2.5% | Reduced |
| Cidel Asset Management Inc | 1,712 | $256.8K | 0.01% | +1,712 | New |
| Nicolet Bankshares Inc | 1,687 | $254.8K | 0.01% | +1,687 | New |
| Everpar Advisors LLC | 1,693 | $253.9K | 0.09% | −91−5.1% | Reduced |
| Arcataur Capital Management LLC | 1,691 | $253.7K | 0.07% | −20−1.2% | Reduced |
| AlphaCore Capital LLC | 1,681 | $252.2K | 0.01% | +86+5.4% | Added |
| Granite Harbor Advisors, Inc. | 1,674 | $251.1K | 0.11% | +124+8.0% | Added |
| Bessemer Group Inc | 1,676 | $251.0K | 0.00% | +542+47.8% | Added |
| Savant Capital, LLC | 1,673 | $250.9K | 0.00% | +1,673 | New |
| Strategic Investment Solutions, Inc. | 1,661 | $249.3K | 0.06% | +8+0.5% | Added |
| Spartan Wealth Advisory Services LLC | 1,661 | $249.2K | 0.02% | +1,661 | New |
| Alhambra Investment Partners LLC | 1,660 | $249.0K | 0.11% | +10+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,657 | $248.5K | 0.00% | −65−3.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,644 | $246.6K | 0.05% | +1,644 | New |
| Wealthcare Advisory Partners LLC | 1,634 | $245.1K | 0.00% | −168−9.3% | Reduced |
| Concurrent Investment Advisors, LLC | 1,629 | $244.4K | 0.00% | +1,629 | New |
| Bartlett & Co. Wealth Management LLC | 1,628 | $241.7K | 0.00% | −449−21.6% | Reduced |
| Midwest Trust Co | 1,611 | $241.7K | 0.00% | +132+8.9% | Added |
| Lee Financial Co | 1,600 | $240.0K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,600 | $240.0K | 0.01% | +1,600 | New |
| Umpqua Bank | 1,555 | $233.3K | 0.07% | −300−16.2% | Reduced |
| Banco Santander, S.A. | 1,548 | $232.2K | 0.00% | −2,700−63.6% | Reduced |
| Piscataqua Savings Bank | 1,542 | $231.3K | 0.16% | −290−15.8% | Reduced |
| Kavar Capital Partners Group, LLC | 1,541 | $231.2K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,540 | $231.0K | 0.00% | −1,104−41.8% | Reduced |
| WSFS Capital Management, LLC | 1,529 | $229.3K | 0.01% | −1,498−49.5% | Reduced |
| Spinnaker Investment Group, LLC | 1,504 | $225.6K | 0.05% | +1,504 | New |
| First National Trust Co | 1,500 | $225.0K | 0.01% | −761−33.7% | Reduced |
| Intact Investment Management Inc. | 1,500 | $225.0K | 0.01% | +1,500 | New |
| Transcend Wealth Collective, LLC | 1,497 | $224.6K | 0.02% | −118−7.3% | Reduced |
| Keebeck Wealth Management, LLC | 1,495 | $224.3K | 0.03% | −265−15.1% | Reduced |
| Parkside Financial Bank & Trust | 1,490 | $223.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,487 | $223.1K | 0.02% | −139−8.5% | Reduced |
| MONECO Advisors, LLC | 1,487 | $223.0K | 0.02% | −10−0.7% | Reduced |
| Claret Asset Management Corp | 1,483 | $222.0K | 0.03% | +1+0.1% | Added |
| Charter Research & Investment Group, Inc. | 1,471 | $220.7K | 0.15% | +20+1.4% | Added |
| Meridian Wealth Management, LLC | 1,436 | $215.4K | 0.01% | +1,436 | New |
| Studio Investment Management LLC | 1,432 | $214.8K | 0.04% | +1,432 | New |
| GTS Securities LLC | 1,431 | $214.7K | 0.01% | +1,431 | New |
| Old Port Advisors | 1,418 | $212.7K | 0.05% | +1,418 | New |
| Sowell Financial Services LLC | 1,416 | $212.4K | 0.01% | +1,416 | New |
| Davis Investment Partners, LLC | 1,400 | $210.0K | 0.07% | +1,400 | New |
| First Command Advisory Services, Inc. | 1,379 | $206.8K | 0.00% | +6+0.4% | Added |
| Brighton Jones LLC | 1,371 | $205.7K | 0.00% | +1,371 | New |
| Patten Group, Inc. | 1,360 | $204.0K | 0.04% | +1,360 | New |
| Wealth Enhancement Trust Services, Inc. | 1,355 | $203.3K | 0.02% | −29−2.1% | Reduced |
| Livet Wealth, LLC | 1,354 | $203.1K | 0.13% | +1,354 | New |
| Tobam | 1,330 | $200.0K | 0.05% | +1,330 | New |
| Atlas Capital Advisors LLC | 1,320 | $198.0K | 0.02% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 1,410 | $194.4K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,269 | $190.3K | 0.01% | −1,700−57.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,259 | $188.8K | 0.01% | −42−3.2% | Reduced |
| Freestone Grove Partners LP | 1,184 | $177.6K | 0.00% | +1,184 | New |
| Umb Bank N A | 1,108 | $166.2K | 0.00% | +111+11.1% | Added |
| Colonial Trust Co | 1,066 | $159.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,044 | $156.6K | 0.00% | −84−7.4% | Reduced |
| Resources Management Corp | 1,027 | $154.0K | 0.02% | −3−0.3% | Reduced |
| Advisors Asset Management, Inc. | 1,001 | $150.2K | 0.00% | −38−3.7% | Reduced |
| U S Global Investors Inc | 1,000 | $150.0K | 0.02% | +1,000 | New |
| Hazlett, Burt & Watson, Inc. | 961 | $145.0K | 0.05% | −57−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 960 | $144.0K | 0.00% | −39−3.9% | Reduced |
| North Star Investment Management Corp. | 955 | $143.2K | 0.01% | +98+11.4% | Added |
| TD Private Client Wealth LLC | 947 | $142.1K | 0.00% | +83+9.6% | Added |
| Transamerica Financial Advisors, Inc. | 925 | $138.9K | 0.01% | +416+81.7% | Added |
| Cary Street Partner Investment Advisory LLC | 911 | $136.7K | 0.03% | +54+6.3% | Added |
| Hickory Point Bank & Trust | 905 | $135.8K | 0.09% | +905 | New |
| Community Bank, N.A. | 900 | $135.0K | 0.02% | −100−10.0% | Reduced |
| ESL Trust Services, LLC | 900 | $135.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 893 | $133.9K | 0.00% | +10+1.1% | Added |
| Volterra Technologies LP | 889 | $133.3K | 0.09% | +889 | New |
| Webster Bank, N. A. | 880 | $132.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 867 | $130.0K | 0.04% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 858 | $128.7K | 0.08% | −2−0.2% | Reduced |
| Hills Bank & Trust Co | 856 | $128.4K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 833 | $125.0K | 0.01% | +387+86.8% | Added |
| Bryn Mawr Trust Co | 808 | $121.2K | 0.00% | −309−27.7% | Reduced |
| RWM Asset Management, LLC | 791 | $118.7K | 0.01% | +791 | New |
| Avestar Capital, LLC | 790 | $118.5K | 0.01% | −24−2.9% | Reduced |
| City Holding Co | 746 | $111.9K | 0.01% | −539−41.9% | Reduced |
| MCF Advisors LLC | 743 | $111.5K | 0.00% | +262+54.5% | Added |
| AdvisorNet Financial, Inc | 718 | $107.7K | 0.01% | −462−39.2% | Reduced |
| Los Angeles Capital Management LLC | 682 | $102.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 671 | $100.7K | 0.00% | −417−38.3% | Reduced |
| Rosenberg Matthew Hamilton | 663 | $99.5K | 0.02% | +530+398.5% | Added |
| SBI Securities Co., Ltd. | 660 | $99.0K | 0.00% | −1,309−66.5% | Reduced |
| Oslo Pensjonsforsikring AS | 652 | $97.8K | 0.02% | +652 | New |
| TD Waterhouse Canada Inc. | 647 | $97.7K | 0.00% | −1,219−65.3% | Reduced |
| Acadian Asset Management LLC | 637 | $95.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 624 | $93.6K | 0.00% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 620 | $93.0K | 0.01% | −620−50.0% | Reduced |
| Ronald Blue Trust, Inc. | 590 | $88.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 574 | $86.1K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 572 | $85.8K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 551 | $82.7K | 0.08% | +110+24.9% | Added |
| Hillsdale Investment Management Inc. | 546 | $81.9K | 0.00% | 00.0% | Unchanged |