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
- $20.1B
- −$1.34B (−6.3%) 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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 6,822 | $948.9K | 0.03% | −697−9.3% | Reduced |
| Thrivent Financial for Lutherans | 6,823 | $949.0K | 0.00% | +1,507+28.3% | Added |
| TBH Global Asset Management, LLC | 6,838 | $951.1K | 0.17% | −564−7.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,856 | $954.0K | 0.21% | −2,172−24.1% | Reduced |
| Longfellow Investment Management Co LLC | 6,869 | $955.4K | 0.20% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,916 | $961.9K | 0.06% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,921 | $963.0K | 0.02% | +400+6.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,936 | $964.7K | 0.00% | −401−5.5% | Reduced |
| SMA Capital LLC | 7,019 | $976.3K | 0.41% | +7,019 | New |
| Fifth Third Wealth Advisors LLC | 7,078 | $984.5K | 0.03% | −603−7.9% | Reduced |
| Louisiana State Employees Retirement System | 7,100 | $987.5K | 0.01% | −100−1.4% | Reduced |
| Maryland State Retirement & Pension System | 7,207 | $1.00M | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 7,248 | $1.01M | 0.03% | −1,089−13.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 7,265 | $1.01M | 0.01% | −126−1.7% | Reduced |
| Empirical Finance, LLC | 7,277 | $1.01M | 0.04% | +4,198+136.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,313 | $1.02M | 0.21% | −274−3.6% | Reduced |
| HBK Sorce Advisory LLC | 7,791 | $1.02M | 0.02% | −120−1.5% | Reduced |
| Brown Advisory Inc | 7,336 | $1.02M | 0.00% | −181−2.4% | Reduced |
| Portfolio Design Labs, LLC | 7,347 | $1.02M | 0.17% | +948+14.8% | Added |
| Steward Partners Investment Advisory, LLC | 7,488 | $1.04M | 0.01% | +1,561+26.3% | Added |
| Capital International Ltd | 7,569 | $1.05M | 0.03% | +432+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 7,709 | $1.06M | 0.00% | −477−5.8% | Reduced |
| Tectonic Advisors LLC | 7,592 | $1.06M | 0.05% | +663+9.6% | Added |
| Fayez Sarofim & Co | 7,597 | $1.06M | 0.00% | −1,503−16.5% | Reduced |
| Private Advisor Group, LLC | 7,636 | $1.06M | 0.00% | −1,356−15.1% | Reduced |
| Vontobel Holding Ltd. | 7,714 | $1.07M | 0.00% | −186−2.4% | Reduced |
| Hartford Investment Management Co | 7,717 | $1.07M | 0.03% | −328−4.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 34,000 | $1.08M | 1.86% | +34,000 | New |
| Norinchukin Bank, The | 7,802 | $1.09M | 0.01% | −30.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $1.11M | 0.52% | 00.0% | Unchanged |
| Schroder Investment Management Group | 8,027 | $1.12M | 0.00% | +2,211+38.0% | Added |
| Assetmark, Inc | 8,051 | $1.12M | 0.00% | −414−4.9% | Reduced |
| WealthPlan Investment Management, LLC | 8,061 | $1.12M | 0.06% | −2,732−25.3% | Reduced |
| Atria Investments LLC | 8,066 | $1.12M | 0.01% | +432+5.7% | Added |
| MAI Capital Management | 8,154 | $1.13M | 0.00% | −464−5.4% | Reduced |
| Financial Solutions Advisory Group, Inc. | 8,620 | $1.14M | 0.14% | +3,122+56.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,237 | $1.15M | 0.61% | −116−1.4% | Reduced |
| Gateway Investment Advisers LLC | 8,239 | $1.15M | 0.01% | +845+11.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,371 | $1.16M | 0.01% | +4,807+134.9% | Added |
| Omers Administration Corp | 8,417 | $1.17M | 0.01% | +878+11.6% | Added |
| Stablepoint Partners, LLC | 8,468 | $1.18M | 0.16% | −27−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 8,656 | $1.20M | 0.02% | −555−6.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,719 | $1.21M | 0.00% | −105−1.2% | Reduced |
| Plimoth Trust Co LLC | 8,793 | $1.22M | 0.24% | −392−4.3% | Reduced |
| Candriam Luxembourg S.C.A. | 8,889 | $1.24M | 0.01% | −767−7.9% | Reduced |
| Fragasso Group Inc. | 8,970 | $1.25M | 0.07% | +66+0.7% | Added |
| Kentucky Retirement Systems | 8,970 | $1.25M | 0.03% | −4,786−34.8% | Reduced |
| Platform Technology Partners | 8,986 | $1.25M | 0.20% | +933+11.6% | Added |
| Vickerman Investment Advisors, Inc. | 9,101 | $1.27M | 0.25% | −92−1.0% | Reduced |
| Whelan Financial | 9,104 | $1.27M | 0.34% | +514+6.0% | Added |
| Patton Albertson Miller Group, LLC | 9,336 | $1.30M | 0.13% | −3,075−24.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,411 | $1.31M | 0.05% | +450+5.0% | Added |
| Havemeyer Place LP | 9,454 | $1.31M | 0.13% | +115+1.2% | Added |
| 111 Capital | 9,558 | $1.33M | 0.23% | +7,333+329.6% | Added |
| Jefferies Financial Group Inc. | 9,616 | $1.34M | 0.01% | −2,675−21.8% | Reduced |
| Valicenti Advisory Services Inc | 9,640 | $1.34M | 0.25% | +295+3.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,758 | $1.36M | 0.01% | −693−6.6% | Reduced |
| Oppenheimer & Co Inc | 9,809 | $1.36M | 0.01% | −1,586−13.9% | Reduced |
| Wealthfront Advisers LLC | 9,907 | $1.38M | 0.00% | −3,777−27.6% | Reduced |
| Benedict Financial Advisors Inc | 10,011 | $1.39M | 0.27% | +244+2.5% | Added |
| HB Wealth Management, LLC | 10,052 | $1.40M | 0.01% | −743−6.9% | Reduced |
| Centiva Capital, LP | 10,066 | $1.40M | 0.05% | +3,311+49.0% | Added |
| Macquarie Group Ltd | 10,285 | $1.42M | 0.01% | −114−1.1% | Reduced |
| Private Trust Co NA | 10,246 | $1.43M | 0.11% | −36−0.4% | Reduced |
| Intech Investment Management LLC | 10,292 | $1.43M | 0.01% | −2,596−20.1% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $1.43M | 0.30% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,364 | $1.44M | 0.00% | −1,013−8.9% | Reduced |
| Granite Group Advisors, LLC | 10,477 | $1.46M | 0.86% | +3,819+57.4% | Added |
| Wedbush Securities Inc | 10,617 | $1.48M | 0.04% | +1,438+15.7% | Added |
| Integrated Wealth Concepts LLC | 10,631 | $1.48M | 0.01% | +1,090+11.4% | Added |
| Elo Mutual Pension Insurance Co | 10,632 | $1.48M | 0.02% | −5,546−34.3% | Reduced |
| Penserra Capital Management LLC | 10,640 | $1.48M | 0.01% | +10,625+70,833.3% | Added |
| Levin Capital Strategies, L.P. | 10,658 | $1.48M | 0.10% | +10,658 | New |
| Addison Capital Co | 10,753 | $1.50M | 0.25% | −1,780−14.2% | Reduced |
| Mizuho Securities USA LLC | 10,918 | $1.52M | 0.02% | +2,428+28.6% | Added |
| Commerce Bank | 10,965 | $1.53M | 0.01% | −1,835−14.3% | Reduced |
| Jacobi Capital Management LLC | 11,021 | $1.53M | 0.07% | −338−3.0% | Reduced |
| Roffman Miller Associates Inc | 11,110 | $1.55M | 0.08% | −1,772−13.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,160 | $1.55M | 0.01% | +7,999+253.1% | Added |
| Allstate Corp | 11,170 | $1.55M | 0.02% | −4,576−29.1% | Reduced |
| Horizon Investments, LLC | 11,302 | $1.56M | 0.02% | +1,038+10.1% | Added |
| Yousif Capital Management, LLC | 11,386 | $1.58M | 0.02% | −490−4.1% | Reduced |
| Principal Securities, Inc. | 11,389 | $1.58M | 0.02% | −665−5.5% | Reduced |
| Ally Financial Inc. | 11,500 | $1.60M | 0.21% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 11,500 | $1.60M | 0.26% | +6,760+142.6% | Added |
| Vista Investment Management | 11,761 | $1.64M | 0.49% | −136−1.1% | Reduced |
| Engineers Gate Manager LP | 11,826 | $1.64M | 0.02% | +11,826 | New |
| Advisory Services Network, LLC | 11,849 | $1.65M | 0.02% | +4,242+55.8% | Added |
| Oddo BHF Asset Management SAS | 11,970 | $1.66M | 0.08% | +1,062+9.7% | Added |
| Generali Asset Management SPA SGR | 12,068 | $1.68M | 0.03% | +6,709+125.2% | Added |
| Simplex Trading, LLC | 12,217 | $1.70M | 0.04% | −24,959−67.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,225 | $1.70M | 0.01% | −12,560−50.7% | Reduced |
| Edgestream Partners, L.P. | 12,240 | $1.70M | 0.05% | +10,015+450.1% | Added |
| Burney Co | 12,269 | $1.71M | 0.05% | −533−4.2% | Reduced |
| BKD Wealth Advisors, LLC | 12,319 | $1.71M | 0.03% | −1,159−8.6% | Reduced |
| PEAK6 LLC | 12,412 | $1.73M | 0.04% | −9,612−43.6% | Reduced |
| Rafferty Asset Management, LLC | 12,456 | $1.73M | 0.00% | +4,051+48.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,960 | $1.74M | 0.00% | −3,172−19.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,535 | $1.74M | 0.04% | −3,800−23.3% | Reduced |
| Blair William & Co | 12,595 | $1.75M | 0.00% | −2,261−15.2% | Reduced |