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 $20.1B 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 | $20.1B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.0B |
| Q2 2025 | 1,132 | $24.0B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.3B |
| Q3 2024 | 1,326 | $37.3B |
| Q2 2024 | 1,342 | $37.5B |
| Q1 2024 | 1,323 | $39.6B |
| Q4 2023 | 1,300 | $34.1B |
| Q3 2023 | 1,256 | $35.8B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $31.3B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,216 | $30.5B |
| Q2 2022 | 1,219 | $30.3B |
| Q1 2022 | 1,206 | $31.1B |
| Q4 2021 | 1,232 | $33.9B |
| Q3 2021 | 1,134 | $27.9B |
| Q2 2021 | 1,156 | $32.0B |
| Q1 2021 | 1,159 | $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 |
|---|---|---|---|---|---|
| Ables, Iannone, Moore & Associates, Inc. | 8,237 | $1.15M | 0.61% | −116−1.4% | Reduced |
| Financial Solutions Advisory Group, Inc. | 8,620 | $1.14M | 0.14% | +3,122+56.8% | Added |
| MAI Capital Management | 8,154 | $1.13M | 0.00% | −464−5.4% | Reduced |
| Atria Investments LLC | 8,066 | $1.12M | 0.01% | +432+5.7% | Added |
| WealthPlan Investment Management, LLC | 8,061 | $1.12M | 0.06% | −2,732−25.3% | Reduced |
| Assetmark, Inc | 8,051 | $1.12M | 0.00% | −414−4.9% | Reduced |
| Schroder Investment Management Group | 8,027 | $1.12M | 0.00% | +2,211+38.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $1.11M | 0.52% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,802 | $1.09M | 0.01% | −30.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 34,000 | $1.08M | 1.86% | +34,000 | New |
| Hartford Investment Management Co | 7,717 | $1.07M | 0.03% | −328−4.1% | Reduced |
| Vontobel Holding Ltd. | 7,714 | $1.07M | 0.00% | −186−2.4% | Reduced |
| Private Advisor Group, LLC | 7,636 | $1.06M | 0.00% | −1,356−15.1% | Reduced |
| Fayez Sarofim & Co | 7,597 | $1.06M | 0.00% | −1,503−16.5% | Reduced |
| Tectonic Advisors LLC | 7,592 | $1.06M | 0.05% | +663+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,709 | $1.06M | 0.00% | −477−5.8% | Reduced |
| Capital International Ltd | 7,569 | $1.05M | 0.03% | +432+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 7,488 | $1.04M | 0.01% | +1,561+26.3% | Added |
| Portfolio Design Labs, LLC | 7,347 | $1.02M | 0.17% | +948+14.8% | Added |
| Brown Advisory Inc | 7,336 | $1.02M | 0.00% | −181−2.4% | Reduced |
| HBK Sorce Advisory LLC | 7,791 | $1.02M | 0.02% | −120−1.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 7,313 | $1.02M | 0.21% | −274−3.6% | Reduced |
| Empirical Finance, LLC | 7,277 | $1.01M | 0.04% | +4,198+136.3% | Added |
| Pinnacle Financial Partners, Inc. | 7,265 | $1.01M | 0.01% | −126−1.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,248 | $1.01M | 0.03% | −1,089−13.1% | Reduced |
| Maryland State Retirement & Pension System | 7,207 | $1.00M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,100 | $987.5K | 0.01% | −100−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,078 | $984.5K | 0.03% | −603−7.9% | Reduced |
| SMA Capital LLC | 7,019 | $976.3K | 0.41% | +7,019 | New |
| Envestnet Portfolio Solutions, Inc. | 6,936 | $964.7K | 0.00% | −401−5.5% | Reduced |
| New Mexico Educational Retirement Board | 6,921 | $963.0K | 0.02% | +400+6.1% | Added |
| Lee Danner & Bass Inc | 6,916 | $961.9K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,869 | $955.4K | 0.20% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,856 | $954.0K | 0.21% | −2,172−24.1% | Reduced |
| TBH Global Asset Management, LLC | 6,838 | $951.1K | 0.17% | −564−7.6% | Reduced |
| Thrivent Financial for Lutherans | 6,823 | $949.0K | 0.00% | +1,507+28.3% | Added |
| Western Wealth Management, LLC | 6,822 | $948.9K | 0.03% | −697−9.3% | Reduced |
| V. M. Manning & Co., Inc. | 6,790 | $944.4K | 0.81% | +6,790 | New |
| Nomura Holdings Inc | 6,772 | $941.9K | 0.00% | +6,772 | New |
| HCR Wealth Advisors | 6,694 | $931.2K | 0.08% | +59+0.9% | Added |
| Ascent Group, LLC | 6,433 | $894.8K | 0.03% | +649+11.2% | Added |
| Cross Staff Investments Inc | 6,422 | $893.2K | 0.53% | −37−0.6% | Reduced |
| Novem Group | 6,402 | $890.4K | 0.09% | −195−3.0% | Reduced |
| Gen-Wealth Partners Inc | 6,397 | $889.8K | 0.25% | +1,233+23.9% | Added |
| Norden Group LLC | 6,368 | $885.7K | 0.07% | −280−4.2% | Reduced |
| Argent Trust Co | 6,355 | $883.9K | 0.03% | −161−2.5% | Reduced |
| Equitable Holdings, Inc. | 6,349 | $883.1K | 0.01% | −1,153−15.4% | Reduced |
| Marex Group plc | 6,305 | $877.0K | 0.01% | −8,154−56.4% | Reduced |
| Raiffeisen Bank International AG | 6,156 | $859.2K | 0.01% | +5,812+1,689.5% | Added |
| Capstone Investment Advisors, LLC | 6,166 | $857.6K | 0.01% | +6,166 | New |
| Alethea Capital Management, LLC | 6,088 | $846.8K | 0.35% | +6,088 | New |
| Black Cypress Capital Management, LLC | 6,076 | $845.1K | 0.56% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 6,074 | $844.8K | 0.67% | −75−1.2% | Reduced |
| Quadrant Capital Group LLC | 6,005 | $835.2K | 0.02% | −288−4.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,000 | $834.5K | 0.06% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 5,984 | $832.3K | 0.34% | +5,984 | New |
| Anb Bank | 5,949 | $827.4K | 0.31% | −320−5.1% | Reduced |
| Davenport & Co LLC | 5,886 | $818.7K | 0.00% | −438−6.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,877 | $817.4K | 0.06% | −241−3.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 5,825 | $810.2K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 5,781 | $804.1K | 0.02% | +5,781 | New |
| United Capital Financial Advisers, LLC | 5,774 | $803.1K | 0.00% | −1,764−23.4% | Reduced |
| Manning & Napier Advisors LLC | 5,720 | $798.9K | 0.01% | −17,383−75.2% | Reduced |
| Oak Asset Management, LLC | 5,529 | $769.0K | 0.25% | −531−8.8% | Reduced |
| Flagship Harbor Advisors, LLC | 5,521 | $768.0K | 0.03% | +102+1.9% | Added |
| MUFG Securities EMEA plc | 5,499 | $764.9K | 0.01% | −280−4.8% | Reduced |
| Pflug Koory, LLC | 5,498 | $764.7K | 0.31% | +30+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 5,488 | $763.3K | 0.01% | +24+0.4% | Added |
| Plato Investment Management Ltd | 5,478 | $757.5K | 0.04% | −3,522−39.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,431 | $755.4K | 0.02% | −4,514−45.4% | Reduced |
| Parallel Advisors, LLC | 5,420 | $753.9K | 0.01% | −1,476−21.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,418 | $753.6K | 0.01% | −302−5.3% | Reduced |
| Oak Thistle LLC | 5,373 | $747.3K | 0.07% | +5,373 | New |
| 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 |
| Saxon Interests, Inc. | 5,351 | $744.3K | 0.21% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,334 | $742.0K | 0.00% | +2,560+92.3% | Added |
| Crestwood Advisors Group LLC | 5,324 | $740.6K | 0.01% | −23,378−81.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,304 | $737.7K | 0.02% | 00.0% | Unchanged |
| 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 |
| Wesbanco Bank Inc | 5,230 | $727.4K | 0.02% | −2,090−28.6% | Reduced |
| Benjamin Edwards Inc | 5,230 | $727.4K | 0.01% | −2,366−31.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 5,032 | $718.4K | 0.01% | −3,316−39.7% | Reduced |
| Kendall Capital Management | 5,143 | $715.3K | 0.12% | +150+3.0% | Added |
| Mercer Global Advisors Inc | 5,103 | $709.7K | 0.00% | +63+1.3% | Added |
| McMillan Office, Inc. | 5,075 | $705.9K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,059 | $703.7K | 0.01% | +78+1.6% | Added |
| Iron Financial, LLC | 5,041 | $701.2K | 0.29% | +330+7.0% | Added |
| Erste Asset Management GmbH | 4,781 | $700.3K | 0.01% | +4,481+1,493.7% | Added |
| denkapparat Operations GmbH | 5,010 | $696.8K | 0.23% | −2,186−30.4% | Reduced |
| Toth Financial Advisory Corp | 4,976 | $692.1K | 0.07% | −319−6.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,966 | $690.7K | 0.25% | +933+23.1% | Added |
| Wellington Grp LLC | 4,933 | $686.1K | 0.18% | +2,347+90.8% | Added |
| Elevated Private Wealth, LLC | 4,910 | $682.9K | 0.65% | +4,910 | New |
| Howe & Rusling Inc | 4,877 | $678.4K | 0.04% | +113+2.4% | Added |
| Sequoia Financial Advisors, LLC | 4,870 | $677.3K | 0.00% | +73+1.5% | Added |
| one8zero8, LLC | 4,867 | $677.0K | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,842 | $673.5K | 0.01% | +436+9.9% | Added |
| Merit Financial Group, LLC | 4,774 | $663.9K | 0.00% | −1,262−20.9% | Reduced |