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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; 1,038 institutions reported holding it in 13F filings for Q2 2026, worth $20.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in Constellation Brands, Inc. as of Jun 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

Institutional holders
1,038
0 vs. Q1 2026
Shares held
144.6M
+1.89M (+1.3%) vs. Q1 2026
Total value
$20.4B
−$982.4M (−4.6%) vs. Q1 2026
New holders
114
299 more added
Sold out
114
453 more reduced

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,038 institutions
Q1 2021: 1,157 institutionsQ2 2021: 1,155 institutionsQ3 2021: 1,132 institutionsQ4 2021: 1,230 institutionsQ1 2022: 1,204 institutionsQ2 2022: 1,217 institutionsQ3 2022: 1,214 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,322 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: 1,038 institutions
Value heldQ2 2026: $20.4B
Q1 2021: $31.8BQ2 2021: $32.1BQ3 2021: $27.8BQ4 2021: $34.0BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $31.0BQ4 2022: $31.7BQ1 2023: $32.1BQ2 2023: $35.2BQ3 2023: $35.9BQ4 2023: $35.8BQ1 2024: $43.8BQ2 2024: $38.6BQ3 2024: $38.2BQ4 2024: $32.4BQ1 2025: $27.0BQ2 2025: $24.2BQ3 2025: $19.3BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.4B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.4B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.3B
Q2 20251,132$24.2B
Q1 20251,179$27.0B
Q4 20241,340$32.4B
Q3 20241,326$38.2B
Q2 20241,342$38.6B
Q1 20241,322$43.8B
Q4 20231,300$35.8B
Q3 20231,256$35.9B
Q2 20231,229$35.2B
Q1 20231,192$32.1B
Q4 20221,259$31.7B
Q3 20221,214$31.0B
Q2 20221,217$30.3B
Q1 20221,204$31.1B
Q4 20211,230$34.0B
Q3 20211,132$27.8B
Q2 20211,155$32.1B
Q1 20211,157$31.8B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2026.

Institutions holding STZ in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.4$00.00%+4New
Navigoe, LLC3$00.00%+3New
Smallwood Wealth Investment Management, LLC0$70.00%0Unchanged
Darwin Advisors, LLC0$1130.00%0New
3 Factor Indexing, LLC1$1400.00%−1−50.0%Reduced
Cherry Tree Wealth Management, LLC1$1400.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$1400.00%+1New
Activest Wealth Management2$2780.00%−4−66.7%Reduced
Tidemark, LLC2$2780.00%00.0%Unchanged
Seneschal Advisors, LLC2$2790.00%−1−33.3%Reduced
Trifecta Capital Advisors, LLC2$2790.00%+2New
DecisionPoint Financial, LLC3$4110.00%+3New
Elevated Capital Advisors, LLC3$4170.00%00.0%Unchanged
Asset Dedication, LLC3$4180.00%−9−75.0%Reduced
Valued Wealth Advisors LLC3$4180.00%−4−57.1%Reduced
Glass Jacobson Investment Advisors llc3$4180.00%+3New
Buck Wealth Strategies, LLC4$5560.00%+4New
Provenance Wealth Advisors, LLC4$5560.00%+4New
Marquette Asset Management, LLC4$5570.00%00.0%Unchanged
Breakwater Investment Management4$5570.00%00.0%Unchanged
Phillip James Consulting Co.5$6950.00%00.0%Unchanged
Barrett & Company, Inc.5$6950.00%00.0%Unchanged
NVWM, LLC5$6950.00%00.0%Unchanged
Burk Holdings LLC5$6950.00%00.0%Unchanged
Advocate Investing Services LLC5$6950.00%00.0%Unchanged
Strengthening Families & Communities, LLC5$6950.00%+5New
Atwood & Palmer Inc5$6960.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC5$7010.00%+5New
Plante Moran Financial Advisors, LLC5$7170.00%−54−91.5%Reduced
WPG Advisers, LLC6$8350.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC6$8350.00%+6New
Aventura Private Wealth, LLC6$8350.00%+6New
Rossby Financial, LCC7$9740.00%−20−74.1%Reduced
Cassaday & Co Wealth Management LLC7$9740.00%00.0%Unchanged
PFS Partners, LLC7$9740.00%00.0%Unchanged
1015 Capital Partners, LLC7$9740.00%+1+16.7%Added
Granite FO LLC8$1.11K0.00%00.0%Unchanged
Quaker Wealth Management, LLC8$1.11K0.00%+1+14.3%Added
TFC Financial Management8$1.11K0.00%+4+100.0%Added
Global Trust Asset Management, LLC8$1.11K0.00%+8New
SJS Investment Consulting Inc.9$1.25K0.00%+5+125.0%Added
S&T Bank9$1.25K0.00%+9New
Marshall Investment Management, LLC9$1.25K0.00%+9New
Your Advocates Ltd., LLP10$1.39K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.39K0.00%00.0%Unchanged
Arlington Trust Co LLC10$1.39K0.00%00.0%Unchanged
Sunrise Financial Services, LLC10$1.39K0.00%00.0%Unchanged
American Capital Advisory, LLC11$1.53K0.00%00.0%Unchanged
Fairscale Capital, LLC11$1.53K0.00%00.0%Unchanged
NBT Bank N A12$1.67K0.00%−11−47.8%Reduced
Hughes Financial Services, LLC12$1.67K0.00%00.0%Unchanged
Highline Wealth Partners LLC12$1.67K0.00%+12New
Mosley Wealth Management12$1.71K0.00%+1+9.1%Added
Harborfront Financial Group LLC13$1.77K0.01%+13New
Clark Wealth Partners13$1.79K0.00%00.0%Unchanged
Motco13$1.81K0.00%+3+30.0%Added
BOK Financial Private Wealth, Inc.13$1.81K0.00%+13New
Silicon Valley Capital Partners13$1.83K0.00%00.0%Unchanged
Planning Strategies Inc.14$1.95K0.00%+14New
HFM Investment Advisors, LLC15$2.09K0.00%+10+200.0%Added
Armstrong Advisory Group, Inc15$2.15K0.00%+15New
Fairman Group, LLC16$2.23K0.00%00.0%Unchanged
First Command Advisory Services, Inc.18$2.50K0.00%−1,361−98.7%Reduced
Sawyer & Company, Inc18$2.50K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.18$2.50K0.00%00.0%Unchanged
Dunhill Financial, LLC18$2.54K0.00%−101−84.9%Reduced
Carolina Wealth Advisors, LLC20$2.78K0.00%00.0%Unchanged
Monetary Solutions, Ltd20$2.78K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.20$2.80K0.00%00.0%Unchanged
BankPlus Trust Department21$2.92K0.00%00.0%Unchanged
Essential Partners LLC21$2.92K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.21$2.92K0.00%+4+23.5%Added
LifeSteps Financial, Inc.21$2.92K0.00%+21New
Rocky Mountain Advisers, LLC24$3.34K0.00%00.0%Unchanged
IAG Wealth Partners, LLC25$3.48K0.00%00.0%Unchanged
Meeder Asset Management Inc26$3.62K0.00%−98−79.0%Reduced
ZRC Wealth Management, LLC26$3.62K0.00%−9−25.7%Reduced
Silver Grove Financial Group, Inc.26$3.62K0.00%+10+62.5%Added
Colonial Trust Advisors26$3.65K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC27$3.75K0.00%+7+35.0%Added
HighMark Wealth Management LLC27$3.76K0.00%+25+1,250.0%Added
Basecamp Wealth Advisors LLC28$3.90K0.00%−146−83.9%Reduced
Creative Capital Management Investments LLC28$3.90K0.00%+28New
Avion Wealth35$4.00K0.00%−5−12.5%Reduced
Coston, McIsaac & Partners35$4.00K0.00%00.0%Unchanged
Tiaa Trust, National Association29$4.03K0.00%00.0%Unchanged
Wellington-Altus USA Inc.27$4.05K0.00%00.0%Unchanged
Purpose Unlimited Inc.30$4.17K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$4.17K0.00%−2−6.3%Reduced
Principia Wealth Advisory, LLC31$4.31K0.00%+14+82.4%Added
Clear Street Markets LLC32$4.45K0.00%+9+39.1%Added
Cornerstone Financial Management LLC32$4.45K0.00%+10+45.5%Added
Ogorek Anthony Joseph36$5.00K0.00%−27−42.9%Reduced
DHJJ Financial Advisors, Ltd.36$5.01K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp37$5.15K0.00%00.0%Unchanged
UMA Financial Services, Inc.37$5.15K0.00%−14−27.5%Reduced
HHM Wealth Advisors, LLC37$5.16K0.00%00.0%Unchanged
Nemes Rush Group LLC40$5.56K0.00%−2−4.8%Reduced
Richardson Financial Services Inc.40$5.56K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$5.56K0.00%+5+14.3%Added