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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 3,806 | $529.4K | 0.02% | +27+0.7% | Added |
| Avantax Planning Partners, Inc. | 3,849 | $535.4K | 0.01% | −50−1.3% | Reduced |
| Laird Norton Trust Company, LLC | 3,872 | $538.6K | 0.01% | +305+8.6% | Added |
| Siemens Fonds Invest GmbH | 3,879 | $539.5K | 0.03% | −37−0.9% | Reduced |
| Cooper Financial Group | 3,897 | $542.1K | 0.04% | −542−12.2% | Reduced |
| Mutual Advisors, LLC | 3,904 | $542.9K | 0.01% | −143−3.5% | Reduced |
| Capital Group Private Client Services, Inc. | 3,917 | $544.8K | 0.01% | −1,464−27.2% | Reduced |
| Fortress Private Ledger, LLC | 3,980 | $553.5K | 0.15% | −84−2.1% | Reduced |
| Renaissance Technologies LLC | 4,000 | $556.4K | 0.00% | +4,000 | New |
| Board of the Pension Protection Fund | 4,000 | $556.4K | 0.53% | +4,000 | New |
| Kovack Advisors, Inc. | 4,122 | $566.1K | 0.03% | −148−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 4,076 | $567.0K | 0.00% | −1,720−29.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,082 | $567.8K | 0.02% | −7,173−63.7% | Reduced |
| Moors & Cabot, Inc. | 4,188 | $582.5K | 0.02% | −556−11.7% | Reduced |
| MUFG Securities Americas Inc. | 4,201 | $584.3K | 0.03% | +315+8.1% | Added |
| Grove Bank & Trust | 4,208 | $585.3K | 0.06% | +465+12.4% | Added |
| North Dakota State Investment Board | 4,224 | $587.5K | 0.02% | +118+2.9% | Added |
| Diametric Capital, LP | 4,240 | $589.7K | 0.06% | +4,240 | New |
| Fieldview Capital Management, LLC | 4,240 | $589.7K | 0.17% | +4,240 | New |
| Pine Valley Investments Ltd Liability Co | 4,255 | $591.8K | 0.03% | −666−13.5% | Reduced |
| Glenmede Trust Co NA | 4,269 | $593.8K | 0.00% | −260−5.7% | Reduced |
| Lecap Asset Management Ltd | 4,271 | $594.1K | 0.25% | +4,271 | New |
| Linden Thomas Advisory Services, LLC | 4,344 | $604.2K | 0.05% | −19−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 4,360 | $606.4K | 0.00% | −32−0.7% | Reduced |
| Keynote Financial Services LLC | 4,370 | $607.8K | 0.28% | +300+7.4% | Added |
| Sterling Capital Management LLC | 4,417 | $614.4K | 0.01% | −668−13.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,471 | $621.9K | 0.01% | −23−0.5% | Reduced |
| Invera Wealth Advisors, LLC | 4,503 | $626.3K | 0.34% | −14−0.3% | Reduced |
| Arkadios Wealth Advisors | 4,525 | $629.4K | 0.01% | −1,572−25.8% | Reduced |
| Park Avenue Securities LLC | 4,533 | $630.0K | 0.00% | +1,214+36.6% | Added |
| Garner Asset Management Corp | 4,603 | $640.2K | 0.21% | +315+7.3% | Added |
| Guidance Capital, Inc | 4,749 | $644.6K | 0.14% | −313−6.2% | Reduced |
| Larson Financial Group LLC | 4,667 | $649.1K | 0.02% | +478+11.4% | Added |
| Savant Capital, LLC | 4,897 | $654.3K | 0.00% | +3,224+192.7% | Added |
| Moody National Bank Trust Division | 4,726 | $657.3K | 0.05% | −278−5.6% | Reduced |
| J. Safra Sarasin Holding AG | 4,728 | $657.5K | 0.01% | +4,728 | New |
| Merit Financial Group, LLC | 4,774 | $663.9K | 0.00% | −1,262−20.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,842 | $673.5K | 0.01% | +436+9.9% | Added |
| one8zero8, LLC | 4,867 | $677.0K | 0.13% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,870 | $677.3K | 0.00% | +73+1.5% | Added |
| Howe & Rusling Inc | 4,877 | $678.4K | 0.04% | +113+2.4% | Added |
| Elevated Private Wealth, LLC | 4,910 | $682.9K | 0.65% | +4,910 | New |
| Wellington Grp LLC | 4,933 | $686.1K | 0.18% | +2,347+90.8% | Added |
| Retirement Planning Co of New England, Inc. | 4,966 | $690.7K | 0.25% | +933+23.1% | Added |
| Toth Financial Advisory Corp | 4,976 | $692.1K | 0.07% | −319−6.0% | Reduced |
| denkapparat Operations GmbH | 5,010 | $696.8K | 0.23% | −2,186−30.4% | Reduced |
| Erste Asset Management GmbH | 4,781 | $700.3K | 0.01% | +4,481+1,493.7% | Added |
| Iron Financial, LLC | 5,041 | $701.2K | 0.29% | +330+7.0% | Added |
| IFP Advisors, Inc | 5,059 | $703.7K | 0.01% | +78+1.6% | Added |
| McMillan Office, Inc. | 5,075 | $705.9K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,103 | $709.7K | 0.00% | +63+1.3% | Added |
| Kendall Capital Management | 5,143 | $715.3K | 0.12% | +150+3.0% | Added |
| Fideuram Asset Management (Ireland) dac | 5,032 | $718.4K | 0.01% | −3,316−39.7% | Reduced |
| Benjamin Edwards Inc | 5,230 | $727.4K | 0.01% | −2,366−31.1% | Reduced |
| Wesbanco Bank Inc | 5,230 | $727.4K | 0.02% | −2,090−28.6% | Reduced |
| Aberdeen Wealth Management LLC | 5,300 | $737.2K | 0.35% | −180−3.3% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $737.2K | 0.73% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,304 | $737.7K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 5,324 | $740.6K | 0.01% | −23,378−81.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,334 | $742.0K | 0.00% | +2,560+92.3% | Added |
| Saxon Interests, Inc. | 5,351 | $744.3K | 0.21% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 5,741 | $744.7K | 0.01% | −197−3.3% | Reduced |
| Diversify Advisory Services, LLC | 5,741 | $744.7K | 0.01% | +5,741 | New |
| Oak Thistle LLC | 5,373 | $747.3K | 0.07% | +5,373 | New |
| Badgley Phelps Wealth Managers, LLC | 5,418 | $753.6K | 0.01% | −302−5.3% | Reduced |
| Parallel Advisors, LLC | 5,420 | $753.9K | 0.01% | −1,476−21.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,431 | $755.4K | 0.02% | −4,514−45.4% | Reduced |
| Plato Investment Management Ltd | 5,478 | $757.5K | 0.04% | −3,522−39.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,488 | $763.3K | 0.01% | +24+0.4% | Added |
| Pflug Koory, LLC | 5,498 | $764.7K | 0.31% | +30+0.5% | Added |
| MUFG Securities EMEA plc | 5,499 | $764.9K | 0.01% | −280−4.8% | Reduced |
| Flagship Harbor Advisors, LLC | 5,521 | $768.0K | 0.03% | +102+1.9% | Added |
| Oak Asset Management, LLC | 5,529 | $769.0K | 0.25% | −531−8.8% | Reduced |
| Manning & Napier Advisors LLC | 5,720 | $798.9K | 0.01% | −17,383−75.2% | Reduced |
| United Capital Financial Advisers, LLC | 5,774 | $803.1K | 0.00% | −1,764−23.4% | Reduced |
| SummitTX Capital, L.P. | 5,781 | $804.1K | 0.02% | +5,781 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 5,825 | $810.2K | 0.01% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,877 | $817.4K | 0.06% | −241−3.9% | Reduced |
| Davenport & Co LLC | 5,886 | $818.7K | 0.00% | −438−6.9% | Reduced |
| Anb Bank | 5,949 | $827.4K | 0.31% | −320−5.1% | Reduced |
| DoubleLine ETF Adviser LP | 5,984 | $832.3K | 0.34% | +5,984 | New |
| Penobscot Investment Management Company, Inc. | 6,000 | $834.5K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,005 | $835.2K | 0.02% | −288−4.6% | Reduced |
| Parvin Asset Management, LLC | 6,074 | $844.8K | 0.67% | −75−1.2% | Reduced |
| Black Cypress Capital Management, LLC | 6,076 | $845.1K | 0.56% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 6,088 | $846.8K | 0.35% | +6,088 | New |
| Capstone Investment Advisors, LLC | 6,166 | $857.6K | 0.01% | +6,166 | New |
| Raiffeisen Bank International AG | 6,156 | $859.2K | 0.01% | +5,812+1,689.5% | Added |
| Marex Group plc | 6,305 | $877.0K | 0.01% | −8,154−56.4% | Reduced |
| Equitable Holdings, Inc. | 6,349 | $883.1K | 0.01% | −1,153−15.4% | Reduced |
| Argent Trust Co | 6,355 | $883.9K | 0.03% | −161−2.5% | Reduced |
| Norden Group LLC | 6,368 | $885.7K | 0.07% | −280−4.2% | Reduced |
| Gen-Wealth Partners Inc | 6,397 | $889.8K | 0.25% | +1,233+23.9% | Added |
| Novem Group | 6,402 | $890.4K | 0.09% | −195−3.0% | Reduced |
| Cross Staff Investments Inc | 6,422 | $893.2K | 0.50% | −37−0.6% | Reduced |
| Ascent Group, LLC | 6,433 | $894.8K | 0.03% | +649+11.2% | Added |
| HCR Wealth Advisors | 6,694 | $931.2K | 0.08% | +59+0.9% | Added |
| Nomura Holdings Inc | 6,772 | $941.9K | 0.00% | +6,772 | New |
| V. M. Manning & Co., Inc. | 6,790 | $944.4K | 0.81% | +6,790 | New |
| Western Wealth Management, LLC | 6,822 | $948.9K | 0.03% | −697−9.3% | Reduced |