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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1,418 | $197.2K | 0.13% | −124−8.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,443 | $200.7K | 0.00% | −214−12.9% | Reduced |
| MONECO Advisors, LLC | 1,447 | $201.3K | 0.01% | −40−2.7% | Reduced |
| Signaturefd, LLC | 1,447 | $201.3K | 0.00% | −490−25.3% | Reduced |
| Studio Investment Management LLC | 1,450 | $201.7K | 0.03% | +18+1.3% | Added |
| NBC Securities, Inc. | 1,461 | $203.3K | 0.01% | −26−1.7% | Reduced |
| Savvy Advisors, Inc. | 1,463 | $203.6K | 0.00% | +1,463 | New |
| Charter Research & Investment Group, Inc. | 1,471 | $204.6K | 0.12% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,476 | $205.3K | 0.06% | +1,476 | New |
| Sapient Capital LLC | 1,478 | $205.6K | 0.00% | −684−31.6% | Reduced |
| Pictet & Cie (Europe) SA | 1,493 | $207.7K | 0.00% | −244−14.0% | Reduced |
| GTS Securities LLC | 1,495 | $207.9K | 0.00% | +64+4.5% | Added |
| Parkside Financial Bank & Trust | 1,497 | $208.2K | 0.01% | +7+0.5% | Added |
| Spinnaker Investment Group, LLC | 1,513 | $210.4K | 0.03% | +9+0.6% | Added |
| Federated Hermes, Inc. | 1,529 | $212.7K | 0.00% | −851−35.8% | Reduced |
| Peapack Gladstone Financial Corp | 1,539 | $214.0K | 0.00% | −1−0.1% | Reduced |
| Westwood Holdings Group Inc. | 1,540 | $214.2K | 0.00% | +1,540 | New |
| Alhambra Investment Partners LLC | 1,541 | $214.3K | 0.09% | −119−7.2% | Reduced |
| Banco Santander, S.A. | 1,548 | $215.3K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,550 | $215.6K | 0.01% | −519−25.1% | Reduced |
| Anchor Investment Management, LLC | 1,565 | $217.7K | 0.02% | −1,105−41.4% | Reduced |
| Numerai GP LLC | 1,593 | $221.6K | 0.02% | +1,593 | New |
| Indivisible Partners | 1,595 | $221.8K | 0.01% | +1,595 | New |
| Polymer Capital Management (US) LLC | 1,596 | $222.0K | 0.03% | +1,596 | New |
| Lee Financial Co | 1,600 | $222.5K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,616 | $224.8K | 0.05% | −45−2.7% | Reduced |
| Bessemer Group Inc | 1,615 | $225.0K | 0.00% | −61−3.6% | Reduced |
| WealthPLAN Partners, LLC | 1,645 | $228.8K | 0.04% | −3,945−70.6% | Reduced |
| Pinnacle Associates Ltd | 1,650 | $229.4K | 0.00% | −348−17.4% | Reduced |
| Central Trust Co | 1,653 | $229.9K | 0.00% | −1,738−51.3% | Reduced |
| Umpqua Bank | 1,655 | $230.2K | 0.05% | +100+6.4% | Added |
| Spartan Wealth Advisory Services LLC | 1,661 | $231.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,663 | $231.4K | 0.00% | +29+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,669 | $232.1K | 0.00% | +41+2.5% | Added |
| Atomi Financial Group, Inc. | 1,676 | $233.1K | 0.01% | −200−10.7% | Reduced |
| Claret Asset Management Corp | 1,680 | $234.0K | 0.03% | +197+13.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,692 | $235.3K | 0.01% | −908−34.9% | Reduced |
| Summit Financial, LLC | 1,703 | $236.9K | 0.00% | −6,040−78.0% | Reduced |
| Regatta Capital Group, LLC | 1,705 | $237.1K | 0.03% | −84−4.7% | Reduced |
| CoreCap Advisors, LLC | 1,708 | $237.5K | 0.01% | −131−7.1% | Reduced |
| Arcataur Capital Management LLC | 1,716 | $238.7K | 0.06% | +25+1.5% | Added |
| Legacy Bridge, LLC | 1,720 | $239.2K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,724 | $239.8K | 0.03% | +1,724 | New |
| Profund Advisors LLC | 1,730 | $240.6K | 0.01% | −205−10.6% | Reduced |
| Evergreen Capital Management LLC | 1,758 | $244.5K | 0.00% | −256−12.7% | Reduced |
| Granite Harbor Advisors, Inc. | 1,766 | $245.6K | 0.10% | +92+5.5% | Added |
| Ancora Advisors, LLC | 1,780 | $247.6K | 0.00% | −228−11.4% | Reduced |
| Monarch Capital Management Inc | 1,785 | $248.3K | 0.06% | +1,785 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,816 | $252.6K | 0.07% | −31−1.7% | Reduced |
| Global Retirement Partners, LLC | 1,822 | $253.4K | 0.00% | +1,822 | New |
| Investors Asset Management of Georgia Inc | 1,822 | $253.5K | 0.09% | −99−5.2% | Reduced |
| Diversified Trust Co | 1,823 | $253.6K | 0.00% | +38+2.1% | Added |
| Sagewood Asset Management LP | 1,825 | $253.8K | 0.06% | −349−16.1% | Reduced |
| QRG Capital Management, Inc. | 1,829 | $254.5K | 0.00% | −19−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,830 | $254.6K | 0.00% | −161−8.1% | Reduced |
| Shayne & Co., LLC | 1,850 | $257.3K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,852 | $257.6K | 0.01% | +252+15.8% | Added |
| Equity Investment Corp | 1,858 | $258.4K | 0.00% | +1,858 | New |
| Ellevest, Inc. | 1,850 | $259.8K | 0.03% | −277−13.0% | Reduced |
| Intrust Bank NA | 1,874 | $260.7K | 0.02% | −136−6.8% | Reduced |
| Caxton Associates LLP | 1,880 | $261.5K | 0.00% | +1,880 | New |
| Verdence Capital Advisors LLC | 1,898 | $264.0K | 0.01% | +167+9.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,905 | $265.0K | 0.05% | −220−10.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,908 | $265.4K | 0.01% | −200−9.5% | Reduced |
| Beaumont Financial Advisors, LLC | 1,913 | $266.1K | 0.02% | −5−0.3% | Reduced |
| Cidel Asset Management Inc | 1,921 | $267.2K | 0.01% | +209+12.2% | Added |
| Cowa, LLC | 1,953 | $271.6K | 0.07% | +91+4.9% | Added |
| Doliver Advisors, LP | 1,955 | $271.9K | 0.06% | −254−11.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,961 | $272.8K | 0.02% | −77−3.8% | Reduced |
| Ostrum Asset Management | 1,962 | $272.9K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,963 | $273.0K | 0.01% | −118−5.7% | Reduced |
| Childress Capital Advisors, LLC | 1,963 | $273.0K | 0.04% | −44−2.2% | Reduced |
| Aviance Capital Partners, LLC | 1,967 | $273.6K | 0.03% | −359−15.4% | Reduced |
| GK Wealth Management LLC | 1,969 | $273.8K | 0.17% | +1,969 | New |
| HBW Advisory Services LLC | 1,971 | $274.1K | 0.02% | −55−2.7% | Reduced |
| Kentucky Trust Co | 1,990 | $276.8K | 0.13% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 2,000 | $278.2K | 0.19% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,004 | $278.8K | 0.00% | −610−23.3% | Reduced |
| Smartleaf Asset Management LLC | 2,000 | $279.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,013 | $280.0K | 0.00% | −595−22.8% | Reduced |
| Integrity Alliance, LLC. | 2,017 | $280.5K | 0.01% | +91+4.7% | Added |
| Define Financial, LLC | 2,027 | $281.9K | 0.13% | +17+0.8% | Added |
| Legacy Private Trust Co. | 2,036 | $283.2K | 0.02% | −653−24.3% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 2,051 | $285.3K | 0.22% | +183+9.8% | Added |
| Oxford Asset Management LLP | 2,053 | $285.6K | 0.14% | +2,053 | New |
| J.W. Cole Advisors, Inc. | 2,079 | $289.1K | 0.00% | +118+6.0% | Added |
| DRW Securities, LLC | 2,102 | $289.8K | 0.02% | +2,102 | New |
| Rexford Capital Inc | 2,091 | $290.8K | 0.18% | +19+0.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,092 | $291.0K | 0.01% | −75−3.5% | Reduced |
| Iams Wealth Management, LLC | 2,099 | $292.2K | 0.09% | +364+21.0% | Added |
| Keybank National Association | 2,102 | $292.4K | 0.00% | −236−10.1% | Reduced |
| Miller Global Investments, LLC | 2,103 | $292.5K | 0.24% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,111 | $293.6K | 0.00% | −229−9.8% | Reduced |
| Harbour Investments, Inc. | 2,114 | $294.1K | 0.00% | −256−10.8% | Reduced |
| Personal Cfo Solutions, LLC | 2,117 | $294.4K | 0.04% | −13−0.6% | Reduced |
| TCG Advisory Services, LLC | 2,140 | $297.7K | 0.01% | −1,374−39.1% | Reduced |
| V-Square Quantitative Management LLC | 2,148 | $298.8K | 0.03% | −221−9.3% | Reduced |
| RSM US Wealth Management LLC | 2,148 | $298.8K | 0.00% | −890−29.3% | Reduced |
| Ameritas Advisory Services, LLC | 2,151 | $299.1K | 0.01% | +2,151 | New |
| We Are One Seven, LLC | 2,160 | $300.4K | 0.00% | +436+25.3% | Added |