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 |
|---|---|---|---|---|---|
| Athena Investment Management | 2,163 | $300.9K | 0.18% | −195−8.3% | Reduced |
| RMB Capital Management, LLC | 2,165 | $301.1K | 0.00% | +6+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,167 | $301.4K | 0.07% | +5+0.2% | Added |
| Frec Markets, Inc. | 2,175 | $302.5K | 0.03% | +2,175 | New |
| MASTERINVEST Kapitalanlage GmbH | 2,181 | $303.4K | 0.03% | +193+9.7% | Added |
| Knollwood Investment Advisory, LLC | 2,200 | $306.0K | 0.03% | −3,059−58.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,209 | $307.2K | 0.00% | −73−3.2% | Reduced |
| Citizens Financial Group Inc | 2,210 | $307.4K | 0.00% | −19−0.9% | Reduced |
| Cooper/Haims Advisors, LLC | 2,225 | $309.5K | 0.13% | −296−11.7% | Reduced |
| LVW Advisors, LLC | 2,239 | $311.4K | 0.03% | −187−7.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,246 | $312.4K | 0.10% | −387−14.7% | Reduced |
| Mather Group, LLC. | 2,267 | $315.3K | 0.00% | −274−10.8% | Reduced |
| Sirios Capital Management L P | 2,278 | $316.8K | 0.04% | −16,550−87.9% | Reduced |
| Montag A & Associates Inc | 2,301 | $320.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,312 | $321.6K | 0.00% | −35−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 2,320 | $322.7K | 0.01% | −236−9.2% | Reduced |
| One Wealth Capital Management, LLC | 2,340 | $325.5K | 0.09% | +2,340 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 2,351 | $327.0K | 0.00% | +2,351 | New |
| Mirabaud & Cie SA | 2,390 | $332.4K | 0.13% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,392 | $332.8K | 0.00% | −3,911−62.0% | Reduced |
| Arnhold LLC | 2,400 | $333.8K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,440 | $339.3K | 0.01% | +177+7.8% | Added |
| CX Institutional | 2,450 | $341.0K | 0.01% | +290+13.4% | Added |
| GFS Advisors, LLC | 8 | $341.9K | 0.02% | −2,320−99.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,470 | $343.5K | 0.00% | +60+2.5% | Added |
| TCW Group Inc | 2,475 | $344.2K | 0.00% | +27+1.1% | Added |
| Haverford Trust Co | 2,496 | $347.2K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 2,507 | $348.7K | 0.00% | −616−19.7% | Reduced |
| Wallace Advisory Group, LLC | 2,508 | $348.8K | 0.33% | −42−1.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $349.0K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,511 | $349.2K | 0.01% | −818−24.6% | Reduced |
| Laraway Financial Inc | 2,524 | $351.1K | 0.21% | −10.0% | Reduced |
| Aigen Investment Management, LP | 2,525 | $351.2K | 0.10% | −1,931−43.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,565 | $356.8K | 0.20% | +2,565 | New |
| Prentice Wealth Management LLC | 2,581 | $359.0K | 0.07% | +32+1.3% | Added |
| Culbertson A N & Co Inc | 2,618 | $364.1K | 0.04% | +330+14.4% | Added |
| Axxcess Wealth Management, LLC | 2,625 | $365.1K | 0.01% | +2,625 | New |
| Pensionmark Financial Group, LLC | 2,448 | $365.8K | 0.01% | −466−16.0% | Reduced |
| CMH Wealth Management LLC | 2,633 | $366.2K | 0.06% | −617−19.0% | Reduced |
| TownSquare Capital, LLC | 2,662 | $370.3K | 0.07% | +62+2.4% | Added |
| Independent Advisor Alliance | 2,682 | $373.0K | 0.01% | −70−2.5% | Reduced |
| Permanent Capital Management, LP | 2,690 | $374.2K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,709 | $376.8K | 0.02% | −307−10.2% | Reduced |
| 1620 Investment Advisors, Inc. | 2,734 | $380.3K | 0.24% | +13+0.5% | Added |
| Legacy Financial Advisors, Inc. | 2,740 | $381.2K | 0.05% | −177−6.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,751 | $382.6K | 0.08% | −198−6.7% | Reduced |
| Stratos Wealth Partners, LTD. | 2,751 | $382.8K | 0.00% | −547−16.6% | Reduced |
| Jeppson Wealth Management, LLC | 2,773 | $385.7K | 0.11% | −235−7.8% | Reduced |
| Tema ETFs LLC | 2,786 | $387.5K | 0.01% | +145+5.5% | Added |
| Essex Financial Services, Inc. | 2,796 | $388.9K | 0.02% | −205−6.8% | Reduced |
| SFMG, LLC | 2,808 | $390.6K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 2,829 | $393.0K | 0.01% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 3,022 | $405.1K | 0.24% | 00.0% | Unchanged |
| Christine Messmer PC | 2,920 | $406.2K | 0.23% | +1,148+64.8% | Added |
| Mission Wealth Management, LP | 2,969 | $413.0K | 0.01% | +2,969 | New |
| Dynamic Advisor Solutions LLC | 2,977 | $414.1K | 0.01% | −329−10.0% | Reduced |
| South State Corp. | 2,981 | $414.6K | 0.02% | −9,867−76.8% | Reduced |
| Gsa Capital Partners LLP | 2,985 | $415.0K | 0.03% | +2,985 | New |
| Coldstream Capital Management Inc | 3,005 | $418.0K | 0.01% | −473−13.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,009 | $418.5K | 0.00% | −262−8.0% | Reduced |
| Gamco Investors, Inc. Et Al | 3,054 | $424.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3,063 | $426.0K | 0.03% | +72+2.4% | Added |
| Belpointe Asset Management LLC | 3,065 | $426.3K | 0.01% | −640−17.3% | Reduced |
| PFG Investments, LLC | 3,109 | $432.4K | 0.02% | +133+4.5% | Added |
| MidFirst Bank | 3,111 | $432.7K | 0.03% | 00.0% | Unchanged |
| R Squared Ltd | 3,128 | $435.1K | 0.23% | +3,128 | New |
| AlphaCore Capital LLC | 3,162 | $439.8K | 0.01% | +1,481+88.1% | Added |
| Duncan Williams Asset Management, LLC | 3,179 | $442.1K | 0.10% | +13+0.4% | Added |
| GAMMA Investing LLC | 3,236 | $450.1K | 0.02% | −622−16.1% | Reduced |
| XML Financial, LLC | 3,248 | $451.8K | 0.03% | −976−23.1% | Reduced |
| Cresta Advisors, Ltd. | 3,250 | $452.0K | 0.16% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,299 | $458.9K | 0.06% | −5−0.2% | Reduced |
| Ballentine Partners, LLC | 3,370 | $468.7K | 0.01% | −255−7.0% | Reduced |
| Alps Advisors Inc | 3,374 | $469.3K | 0.00% | +3,374 | New |
| Callan Family Office, LLC | 3,393 | $471.9K | 0.01% | −316−8.5% | Reduced |
| Chiron Capital Management, LLC | 3,401 | $473.0K | 0.42% | −100−2.9% | Reduced |
| Metis Global Partners, LLC | 3,409 | $474.2K | 0.01% | −661−16.2% | Reduced |
| Evolve Private Wealth, LLC | 3,432 | $477.4K | 0.03% | +3,432 | New |
| FLC Capital Advisors | 3,433 | $477.5K | 0.08% | −1,004−22.6% | Reduced |
| Alphadyne Asset Management LP | 3,468 | $482.4K | 0.02% | +2,984+616.5% | Added |
| Allworth Financial LP | 3,479 | $484.0K | 0.00% | −546−13.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,482 | $484.3K | 0.01% | +39+1.1% | Added |
| Independent Financial Group, LLC | 3,482 | $484.4K | 0.01% | −545−13.5% | Reduced |
| Alpha Family Trust | 3,520 | $489.6K | 0.20% | 00.0% | Unchanged |
| TLWM | 3,540 | $492.4K | 0.08% | −72−2.0% | Reduced |
| Securian Asset Management, Inc | 3,706 | $492.4K | 0.02% | −100−2.6% | Reduced |
| Miller Investment Management, LP | 3,550 | $493.8K | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,575 | $497.2K | 0.01% | −1,098−23.5% | Reduced |
| Eads & Heald Wealth Management | 3,622 | $503.8K | 0.25% | +1,321+57.4% | Added |
| Premier Path Wealth Partners, LLC | 3,626 | $504.3K | 0.06% | −810−18.3% | Reduced |
| Tompkins Financial Corp | 3,650 | $507.7K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,667 | $510.0K | 0.01% | −337−8.4% | Reduced |
| Lazard Asset Management LLC | 3,667 | $510.0K | 0.00% | +216+6.3% | Added |
| Cinctive Capital Management LP | 3,694 | $513.8K | 0.02% | −42,924−92.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,722 | $517.7K | 0.03% | −81−2.1% | Reduced |
| MMBG Investment Advisors Co. | 3,740 | $520.2K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,742 | $520.5K | 0.08% | −311−7.7% | Reduced |
| STRS Ohio | 3,757 | $522.6K | 0.00% | +359+10.6% | Added |
| Ossiam | 3,776 | $525.2K | 0.01% | −1,992−34.5% | Reduced |
| Prospera Financial Services Inc | 3,800 | $528.9K | 0.01% | −229−5.7% | Reduced |