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 |
|---|---|---|---|---|---|
| HM Payson & Co | 537 | $80.5K | 0.00% | −164−23.4% | Reduced |
| Geneos Wealth Management Inc. | 528 | $79.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 470 | $78.1K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 500 | $75.0K | 0.04% | −68,480−99.3% | Reduced |
| Cromwell Holdings LLC | 499 | $74.8K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 300 | $74.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 488 | $73.2K | 0.04% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 484 | $72.6K | 0.01% | −1,002−67.4% | Reduced |
| Harbor Investment Advisory, LLC | 476 | $71.4K | 0.01% | −570−54.5% | Reduced |
| Aviso Financial Inc. | 470 | $70.5K | 0.00% | +381+428.1% | Added |
| MV Capital Management, Inc. | 469 | $70.3K | 0.01% | +280+148.1% | Added |
| Cary Street Partners Financial LLC | 463 | $69.5K | 0.00% | −249−35.0% | Reduced |
| Rothschild Investment LLC | 454 | $68.1K | 0.00% | +6+1.3% | Added |
| WFA of San Diego, LLC | 440 | $66.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 432 | $64.8K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 380 | $61.8K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 405 | $60.8K | 0.04% | −2,009−83.2% | Reduced |
| Financial Perspectives, Inc | 400 | $60.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 391 | $58.6K | 0.01% | −157−28.6% | Reduced |
| Onefund, LLC | 388 | $58.6K | 0.04% | −69−15.1% | Reduced |
| Sound Income Strategies, LLC | 385 | $58.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 383 | $57.5K | 0.00% | −1,135−74.8% | Reduced |
| Princeton Global Asset Management LLC | 375 | $56.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 373 | $56.0K | 0.02% | +57+18.0% | Added |
| Consultiva Wealth Management, Corp. | 368 | $55.2K | 0.16% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 367 | $55.1K | 0.00% | −234−38.9% | Reduced |
| Valley National Advisers Inc | 361 | $54.0K | 0.01% | −44−10.9% | Reduced |
| Vestor Capital, LLC | 350 | $53.0K | 0.00% | −22,343−98.5% | Reduced |
| Southern Michigan Bank & Trust | 350 | $52.5K | 0.02% | +350 | New |
| Mark Sheptoff Financial Planning, LLC | 350 | $52.4K | 0.03% | −390−52.7% | Reduced |
| Johnson Financial Group, Inc. | 346 | $51.9K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 344 | $51.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 338 | $50.7K | 0.01% | +111+48.9% | Added |
| General Partner, Inc. | 332 | $49.8K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 311 | $46.6K | 0.00% | −348−52.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 302 | $45.3K | 0.02% | −275−47.7% | Reduced |
| Curio Wealth, LLC | 302 | $45.3K | 0.02% | +2+0.7% | Added |
| Fourth Dimension Wealth, LLC | 300 | $45.0K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 300 | $45.0K | 0.02% | +300 | New |
| Sunbelt Securities, Inc. | 297 | $44.5K | 0.00% | +3+1.0% | Added |
| Bruce G. Allen Investments, LLC | 295 | $44.3K | 0.03% | −11−3.6% | Reduced |
| TIAA Wealth Investment Management LLC | 270 | $40.5K | 0.00% | +270 | New |
| SRS Capital Advisors, Inc. | 266 | $39.9K | 0.00% | −550−67.4% | Reduced |
| Creative Financial Designs Inc | 265 | $39.8K | 0.00% | −5−1.9% | Reduced |
| GW&K Investment Management, LLC | 256 | $38.0K | 0.00% | −11−4.1% | Reduced |
| Cetera Trust Company, N.A | 250 | $37.5K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 249 | $37.4K | 0.00% | +249 | New |
| CNB Bank | 247 | $37.0K | 0.02% | −72−22.6% | Reduced |
| Hoey Investments, Inc | 247 | $37.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $36.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 242 | $36.3K | 0.00% | −135−35.8% | Reduced |
| Spire Wealth Management | 242 | $36.3K | 0.00% | −72−22.9% | Reduced |
| Smithfield Trust Co | 239 | $36.0K | 0.00% | −127−34.7% | Reduced |
| Capital Advisors, Ltd. LLC | 237 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 236 | $35.3K | 0.00% | +29+14.0% | Added |
| Quent Capital, LLC | 226 | $33.9K | 0.00% | −86−27.6% | Reduced |
| Paladin Advisory Group, LLC | 223 | $33.5K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 222 | $33.3K | 0.00% | +155+231.3% | Added |
| Cedar Mountain Advisors, LLC | 220 | $33.0K | 0.01% | +220 | New |
| Capital Analysts, LLC | 212 | $32.0K | 0.00% | −28−11.7% | Reduced |
| Manchester Capital Management LLC | 210 | $31.5K | 0.00% | +49+30.4% | Added |
| GoalVest Advisory LLC | 205 | $30.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 201 | $30.1K | 0.00% | +65+47.8% | Added |
| First PREMIER Bank | 200 | $30.0K | 0.01% | −200−50.0% | Reduced |
| Blume Capital Management, Inc. | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Capital & Planning, LLC | 200 | $30.0K | 0.02% | +200 | New |
| Salem Investment Counselors Inc | 194 | $29.1K | 0.00% | +194 | New |
| Salomon & Ludwin, LLC | 187 | $28.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $27.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 178 | $26.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 174 | $26.1K | 0.00% | +1+0.6% | Added |
| Basecamp Wealth Advisors LLC | 174 | $26.1K | 0.01% | −5−2.8% | Reduced |
| United Community Bank | 172 | $25.8K | 0.01% | +75+77.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 171 | $25.7K | 0.01% | +171 | New |
| Bogart Wealth, LLC | 166 | $24.9K | 0.00% | +5+3.1% | Added |
| Westside Investment Management, Inc. | 160 | $24.1K | 0.00% | +1+0.6% | Added |
| Gulf International Bank (UK) Ltd | 150 | $23.0K | 0.00% | +26+21.0% | Added |
| Entrust Financial LLC | 152 | $22.8K | 0.02% | +34+28.8% | Added |
| Ares Financial Consulting, LLC | 150 | $22.7K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 150 | $22.5K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 148 | $22.2K | 0.00% | −6,503−97.8% | Reduced |
| Strive Financial Group ,LLC | 143 | $21.0K | 0.01% | −56−28.1% | Reduced |
| Washington Trust Advisors, Inc. | 134 | $20.1K | 0.00% | +9+7.2% | Added |
| Prestige Wealth Management Group LLC | 130 | $19.5K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 129 | $19.4K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $18.6K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 124 | $18.6K | 0.00% | +7+6.0% | Added |
| Meeder Asset Management Inc | 124 | $18.6K | 0.00% | +95+327.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $18.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 121 | $18.1K | 0.01% | +2+1.7% | Added |
| Hanson & Doremus Investment Management | 119 | $18.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 119 | $17.9K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 119 | $17.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $17.8K | 0.00% | +4+3.5% | Added |
| Whittier Trust Co of Nevada Inc | 114 | $17.7K | 0.00% | +17+17.5% | Added |
| Davis Capital Management | 117 | $17.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 115 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 112 | $16.8K | 0.01% | 00.0% | Unchanged |