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
- 144.3M
- +1.52M (+1.1%) vs. Q1 2026
- Total value
- $20.4B
- −$1.03B (−4.8%) vs. Q1 2026
- New holders
- 114
- 297 more added
- Sold out
- 114
- 454 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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 194 | $27.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 199 | $27.7K | 0.00% | +199 | New |
| Blume Capital Management, Inc. | 200 | $27.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $27.8K | 0.00% | +200 | New |
| First PREMIER Bank | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 202 | $28.1K | 0.00% | +202 | New |
| GoalVest Advisory LLC | 205 | $28.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 212 | $29.5K | 0.00% | −171−44.6% | Reduced |
| Bruce G. Allen Investments, LLC | 216 | $30.0K | 0.02% | −79−26.8% | Reduced |
| Cedar Mountain Advisors, LLC | 220 | $30.6K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $31.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 229 | $31.8K | 0.00% | −7−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 229 | $31.9K | 0.00% | +151+193.6% | Added |
| GW&K Investment Management, LLC | 227 | $32.0K | 0.00% | −29−11.3% | Reduced |
| Persistent Asset Partners Ltd | 231 | $32.1K | 0.01% | +231 | New |
| Atlantic Trust, LLC | 233 | $32.4K | 0.00% | −158−40.4% | Reduced |
| Northstar Asset Management LLC | 250 | $32.5K | 0.01% | +250 | New |
| Smithfield Trust Co | 239 | $33.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 236 | $33.0K | 0.00% | −1−0.4% | Reduced |
| Continuum Advisory, LLC | 239 | $33.2K | 0.00% | +239 | New |
| Golden State Wealth Management, LLC | 243 | $33.9K | 0.00% | +1+0.4% | Added |
| Hoey Investments, Inc | 247 | $34.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $34.8K | 0.02% | −100−28.6% | Reduced |
| Cetera Trust Company, N.A | 250 | $34.8K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 256 | $35.6K | 0.00% | −111−30.2% | Reduced |
| Allianz SE | 260 | $36.2K | 0.00% | +260 | New |
| Creative Financial Designs Inc | 265 | $36.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 269 | $37.4K | 0.00% | +269 | New |
| TIAA Wealth Investment Management LLC | 272 | $37.9K | 0.00% | +2+0.7% | Added |
| Owl Creek Wealth Partners LLC | 280 | $38.9K | 0.01% | −20−6.7% | Reduced |
| Advisors Asset Management, Inc. | 290 | $40.3K | 0.00% | −711−71.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 302 | $42.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 302 | $42.0K | 0.00% | +76+33.6% | Added |
| Johnson Financial Group, Inc. | 312 | $43.4K | 0.00% | −34−9.8% | Reduced |
| Valley National Advisers Inc | 322 | $44.8K | 0.00% | −39−10.8% | Reduced |
| McDonald Partners LLC | 325 | $45.2K | 0.01% | +325 | New |
| General Partner, Inc. | 332 | $46.2K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 332 | $46.2K | 0.00% | −6−1.8% | Reduced |
| Southern Michigan Bank & Trust | 335 | $46.6K | 0.02% | −15−4.3% | Reduced |
| LRI Investments, LLC | 343 | $47.7K | 0.00% | +32+10.3% | Added |
| Institute for Wealth Management, LLC. | 367 | $51.1K | 0.00% | +367 | New |
| Consultiva Wealth Management, Corp. | 368 | $51.2K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 373 | $51.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 375 | $52.2K | 0.00% | −249−39.9% | Reduced |
| Princeton Global Asset Management LLC | 375 | $52.2K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 381 | $53.0K | 0.03% | −7−1.8% | Reduced |
| Financial Perspectives, Inc | 400 | $55.6K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 424 | $59.0K | 0.01% | −931−68.7% | Reduced |
| Key Financial Inc | 432 | $60.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 448 | $62.4K | 0.00% | −270−37.6% | Reduced |
| IFG Advisory, LLC | 461 | $64.1K | 0.00% | +461 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 470 | $65.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 480 | $66.7K | 0.00% | +4+0.8% | Added |
| Millstone Evans Group, LLC | 488 | $67.9K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 495 | $68.8K | 0.01% | +26+5.5% | Added |
| Align Financial, LLC | 500 | $69.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 514 | $71.5K | 0.00% | −76−12.9% | Reduced |
| Cromwell Holdings LLC | 521 | $72.5K | 0.03% | +22+4.4% | Added |
| TD Waterhouse Canada Inc. | 530 | $72.5K | 0.00% | −117−18.1% | Reduced |
| Geneos Wealth Management Inc. | 528 | $73.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 537 | $74.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 558 | $77.6K | 0.08% | +7+1.3% | Added |
| City Holding Co | 571 | $79.4K | 0.01% | −175−23.5% | Reduced |
| Archer Investment Corp | 572 | $79.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 574 | $79.8K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 575 | $80.0K | 0.00% | −85−12.9% | Reduced |
| Rothschild Investment LLC | 587 | $81.6K | 0.00% | +133+29.3% | Added |
| Sava Infond d.o.o. | 620 | $86.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 630 | $87.6K | 0.01% | −250−28.4% | Reduced |
| Acadian Asset Management LLC | 637 | $88.0K | 0.00% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 652 | $90.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 669 | $93.0K | 0.00% | −2−0.3% | Reduced |
| Los Angeles Capital Management LLC | 682 | $94.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 704 | $97.9K | 0.00% | −256−26.7% | Reduced |
| MCF Advisors LLC | 743 | $103.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 749 | $104.2K | 0.00% | −1,712−69.6% | Reduced |
| TD Private Client Wealth LLC | 757 | $105.4K | 0.00% | −190−20.1% | Reduced |
| Bryn Mawr Trust Co | 808 | $112.4K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 825 | $114.7K | 0.01% | −8−1.0% | Reduced |
| IMG Wealth Management, Inc. | 850 | $118.2K | 0.07% | −8−0.9% | Reduced |
| Massmutual Trust Co FSB | 853 | $118.6K | 0.00% | −40−4.5% | Reduced |
| Hills Bank & Trust Co | 856 | $119.1K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 887 | $123.4K | 0.01% | −38−4.1% | Reduced |
| Community Bank, N.A. | 900 | $125.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 900 | $125.2K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 905 | $125.9K | 0.08% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 919 | $127.9K | 0.00% | −125−12.0% | Reduced |
| North Star Investment Management Corp. | 956 | $133.0K | 0.01% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 961 | $134.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 965 | $134.2K | 0.03% | +302+45.6% | Added |
| Alpine Fox Capital LLC | 1,000 | $139.1K | 0.08% | −2,000−66.7% | Reduced |
| U S Global Investors Inc | 1,000 | $139.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,041 | $144.8K | 0.00% | −67−6.0% | Reduced |
| Aviso Financial Inc. | 1,042 | $144.9K | 0.01% | +572+121.7% | Added |
| New Age Alpha Advisors, LLC | 1,099 | $152.9K | 0.01% | −170−13.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,176 | $163.6K | 0.00% | +910+342.1% | Added |
| Ameritas Investment Partners, Inc. | 1,207 | $167.9K | 0.00% | −52−4.1% | Reduced |
| Trust Co of Vermont | 1,229 | $170.9K | 0.01% | +1,229 | New |
| Atlas Capital Advisors LLC | 1,320 | $183.6K | 0.02% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 1,412 | $196.4K | 0.03% | +1,412 | New |