Skip to main content

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, Q3 2026

Institutional positions in Constellation Brands, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
14
0 vs. Q2 2026
Shares held
164.7K
−11.4K (−6.5%) vs. Q2 2026
Total value
$18.6M
−$5.87M (−24.0%) vs. Q2 2026
New holders
0
3 more added
Sold out
0
9 more reduced

1,025 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value held
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2026.

Institutions holding STZ in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tema ETFs LLC––––Not filed
Jeppson Wealth Management, LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
1620 Investment Advisors, Inc.––––Not filed
Stratos Wealth Advisors, LLC––––Not filed
Permanent Capital Management, LP––––Not filed
Independent Advisor Alliance––––Not filed
TownSquare Capital, LLC––––Not filed
CMH Wealth Management LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Culbertson A N & Co Inc––––Not filed
Prentice Wealth Management LLC––––Not filed
Asahi Life Asset Management Co., Ltd.––––Not filed
Aigen Investment Management, LP––––Not filed
Laraway Financial Inc––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Wallace Advisory Group, LLC––––Not filed
Greenleaf Trust––––Not filed
Haverford Trust Co––––Not filed
TCW Group Inc––––Not filed
Resources Investment Advisors, LLC.––––Not filed
GFS Advisors, LLC––––Not filed
Sigma Planning Corp––––Not filed
Arnhold LLC––––Not filed
Brinker Capital Investments, LLC––––Not filed
Mirabaud & Cie SA––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
One Wealth Capital Management, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Montag A & Associates Inc––––Not filed
Sirios Capital Management L P––––Not filed
Mather Group, LLC.––––Not filed
Buttonwood Financial Advisors Inc.––––Not filed
LVW Advisors, LLC––––Not filed
Cooper/Haims Advisors, LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Citizens Financial Group Inc––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Knollwood Investment Advisory, LLC––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Frec Markets, Inc.––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
RMB Capital Management, LLC––––Not filed
Athena Investment Management––––Not filed
We Are One Seven, LLC––––Not filed
Ameritas Advisory Services, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
V-Square Quantitative Management LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Personal Cfo Solutions, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
AE Wealth Management LLC––––Not filed
Keybank National Association––––Not filed
Iams Wealth Management, LLC––––Not filed
Reynders McVeigh Capital Management, LLC––––Not filed
Rexford Capital Inc––––Not filed
DRW Securities, LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Oxford Asset Management LLP––––Not filed
Journey Retirement Planning & Investment Management LLC––––Not filed
Legacy Private Trust Co.––––Not filed
Define Financial, LLC––––Not filed
Integrity Alliance, LLC.––––Not filed
Hantz Financial Services, Inc.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Pangea Capital Gestao de Recursos Ltda.––––Not filed
Kentucky Trust Co––––Not filed
HBW Advisory Services LLC––––Not filed
GK Wealth Management LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Childress Capital Advisors, LLC––––Not filed
Ostrum Asset Management––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Cowa, LLC––––Not filed
Cidel Asset Management Inc––––Not filed
Beaumont Financial Advisors, LLC––––Not filed
Carnegie Capital Asset Management, LLC––––Not filed
Schwarz Dygos Wheeler Investment Advisors LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Caxton Associates LLP––––Not filed
Intrust Bank NA––––Not filed
Ellevest, Inc.––––Not filed
Equity Investment Corp––––Not filed
Pallas Capital Advisors LLC––––Not filed
Shayne & Co., LLC––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
Sagewood Asset Management LP––––Not filed
Diversified Trust Co––––Not filed
Investors Asset Management of Georgia Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Cornell Pochily Investment Advisors, Inc.––––Not filed
Monarch Capital Management Inc––––Not filed
Ancora Advisors, LLC––––Not filed