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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,038 | $20.4B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.3B |
| Q2 2025 | 1,132 | $24.2B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.4B |
| Q3 2024 | 1,326 | $38.2B |
| Q2 2024 | 1,342 | $38.6B |
| Q1 2024 | 1,322 | $43.8B |
| Q4 2023 | 1,300 | $35.8B |
| Q3 2023 | 1,256 | $35.9B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $32.1B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,214 | $31.0B |
| Q2 2022 | 1,217 | $30.3B |
| Q1 2022 | 1,204 | $31.1B |
| Q4 2021 | 1,230 | $34.0B |
| Q3 2021 | 1,132 | $27.8B |
| Q2 2021 | 1,155 | $32.1B |
| Q1 2021 | 1,157 | $31.8B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 41 | $5.70K | 0.00% | +12+41.4% | Added |
| Basepoint Wealth LLC | 42 | $5.81K | 0.00% | +1+2.4% | Added |
| SHP Wealth Management | 42 | $5.84K | 0.00% | −8−16.0% | Reduced |
| Central Pacific Bank - Trust Division | 42 | $5.84K | 0.00% | +1+2.4% | Added |
| Tounjian Advisory Partners, LLC | 42 | $5.86K | 0.00% | +42 | New |
| Cape Investment Advisory, Inc. | 43 | $5.97K | 0.00% | +43 | New |
| Center for Financial Planning, Inc. | 45 | $6.26K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 46 | $6.40K | 0.00% | −40−46.5% | Reduced |
| Acumen Wealth Advisors, LLC | 50 | $6.96K | 0.00% | −14,176−99.6% | Reduced |
| St Germain D J Co Inc | 50 | $6.96K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $6.96K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 50 | $6.96K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 52 | $7.23K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $7.28K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 53 | $7.37K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 53 | $7.37K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 53 | $7.51K | 0.00% | −814−93.9% | Reduced |
| Stone House Investment Management, LLC | 55 | $7.65K | 0.00% | +55 | New |
| Westfuller Advisors, LLC | 56 | $7.75K | 0.00% | −13−18.8% | Reduced |
| Private Wealth Asset Management, LLC | 59 | $8.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $8.21K | 0.00% | −10−14.5% | Reduced |
| Community Financial Services Group, LLC | 60 | $8.21K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 60 | $8.35K | 0.01% | +60 | New |
| DT Investment Partners, LLC | 62 | $8.62K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 62 | $8.62K | 0.00% | +2+3.3% | Added |
| Triumph Capital Management | 62 | $8.68K | 0.00% | +14+29.2% | Added |
| Kemnay Advisory Services Inc. | 63 | $8.76K | 0.00% | +9+16.7% | Added |
| Covestor Ltd | 61 | $9.00K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 66 | $9.18K | 0.00% | −1,000−93.8% | Reduced |
| First National Bank | 69 | $9.60K | 0.00% | +69 | New |
| Alerus Financial NA | 70 | $9.74K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 71 | $9.88K | 0.00% | −12−14.5% | Reduced |
| High Note Wealth, LLC | 71 | $9.88K | 0.00% | −12−14.5% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $9.88K | 0.00% | +15+26.8% | Added |
| J.Safra Asset Management Corp | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $10.2K | 0.00% | −18−19.8% | Reduced |
| Hara Capital LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 77 | $10.7K | 0.00% | +2+2.7% | Added |
| Fortitude Family Office, LLC | 79 | $11.0K | 0.00% | +3+3.9% | Added |
| Vanguard National Trust Co | 80 | $11.1K | 0.00% | +10+14.3% | Added |
| JNBA Financial Advisors | 80 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 83 | $11.5K | 0.00% | −38−31.4% | Reduced |
| PlanVest Financial, Inc | 84 | $11.6K | 0.01% | +1+1.2% | Added |
| First Community Trust NA | 85 | $11.8K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 85 | $11.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $13.6K | 0.00% | −7−6.4% | Reduced |
| Byrne Asset Management LLC | 100 | $13.9K | 0.01% | −305−75.3% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $13.9K | 0.00% | −200−66.7% | Reduced |
| Hallmark Capital Management Inc | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.9K | 0.00% | +78+354.5% | Added |
| Crews Bank & Trust | 100 | $13.9K | 0.00% | +100 | New |
| Capital Analysts, LLC | 104 | $14.0K | 0.00% | −108−50.9% | Reduced |
| N.E.W. Advisory Services LLC | 103 | $14.3K | 0.00% | +3+3.0% | Added |
| Investors Research Corp | 104 | $14.5K | 0.00% | −20−16.1% | Reduced |
| Salomon & Ludwin, LLC | 106 | $14.5K | 0.00% | −81−43.3% | Reduced |
| Field & Main Bank | 105 | $14.6K | 0.00% | +105 | New |
| Allied Private Wealth LLC | 113 | $14.9K | 0.01% | +113 | New |
| Whittier Trust Co of Nevada Inc | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 110 | $15.3K | 0.00% | −20−15.4% | Reduced |
| Hilltop National Bank | 110 | $15.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 110 | $15.3K | 0.00% | +40+57.1% | Added |
| Hurley Capital, LLC | 113 | $15.7K | 0.01% | +1+0.9% | Added |
| Trust Co of Toledo NA | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 116 | $16.1K | 0.00% | −3−2.5% | Reduced |
| Ameriflex Group, Inc. | 117 | $16.3K | 0.01% | +13+12.5% | Added |
| Beacon Financial Strategies CORP | 119 | $16.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $16.8K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 122 | $17.0K | 0.01% | +5+4.3% | Added |
| Horizon Bancorp Inc | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 123 | $17.1K | 0.00% | +123 | New |
| Washington Trust Advisors, Inc. | 125 | $17.4K | 0.00% | −9−6.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 125 | $17.4K | 0.01% | +25+25.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 129 | $17.9K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 137 | $19.1K | 0.00% | +13+10.5% | Added |
| United Community Bank | 142 | $19.8K | 0.01% | −30−17.4% | Reduced |
| Global X Japan Co., Ltd. | 142 | $19.8K | 0.00% | +77+118.5% | Added |
| Strive Financial Group ,LLC | 143 | $19.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 144 | $20.0K | 0.00% | −57−28.4% | Reduced |
| EFG International AG | 148 | $20.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 150 | $20.9K | 0.00% | −95−38.8% | Reduced |
| Eastern Bank | 150 | $20.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 151 | $21.0K | 0.02% | +1+0.7% | Added |
| Action Point Financial Planning, LLC | 157 | $21.3K | 0.00% | +157 | New |
| Spire Wealth Management | 154 | $21.4K | 0.00% | −88−36.4% | Reduced |
| Westside Investment Management, Inc. | 156 | $21.8K | 0.00% | −4−2.5% | Reduced |
| Compass Financial Management LLC | 166 | $21.8K | 0.00% | +166 | New |
| Entrust Financial LLC | 158 | $22.0K | 0.01% | +6+3.9% | Added |
| Manchester Capital Management LLC | 161 | $22.4K | 0.00% | −49−23.3% | Reduced |
| Bokf, NA | 162 | $22.5K | 0.00% | +56+52.8% | Added |
| CNB Bank | 170 | $23.6K | 0.01% | −77−31.2% | Reduced |
| Truvestments Capital LLC | 175 | $24.4K | 0.00% | +1+0.6% | Added |
| Essex Investment Management Co LLC | 178 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 178 | $24.8K | 0.00% | +12+7.2% | Added |
| Chilton Capital Management LLC | 180 | $25.0K | 0.00% | 00.0% | Unchanged |