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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 4,728 | $657.5K | 0.01% | +4,728 | New |
| Moody National Bank Trust Division | 4,726 | $657.3K | 0.05% | −278−5.6% | Reduced |
| Savant Capital, LLC | 4,897 | $654.3K | 0.00% | +3,224+192.7% | Added |
| Larson Financial Group LLC | 4,667 | $649.1K | 0.02% | +478+11.4% | Added |
| Guidance Capital, Inc | 4,749 | $644.6K | 0.14% | −313−6.2% | Reduced |
| Garner Asset Management Corp | 4,603 | $640.2K | 0.21% | +315+7.3% | Added |
| Park Avenue Securities LLC | 4,533 | $630.0K | 0.00% | +1,214+36.6% | Added |
| Arkadios Wealth Advisors | 4,525 | $629.4K | 0.01% | −1,572−25.8% | Reduced |
| Invera Wealth Advisors, LLC | 4,503 | $626.3K | 0.34% | −14−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,471 | $621.9K | 0.01% | −23−0.5% | Reduced |
| Sterling Capital Management LLC | 4,417 | $614.4K | 0.01% | −668−13.1% | Reduced |
| Keynote Financial Services LLC | 4,370 | $607.8K | 0.28% | +300+7.4% | Added |
| Silvercrest Asset Management Group LLC | 4,360 | $606.4K | 0.00% | −32−0.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,344 | $604.2K | 0.05% | −19−0.4% | Reduced |
| Lecap Asset Management Ltd | 4,271 | $594.1K | 0.25% | +4,271 | New |
| Glenmede Trust Co NA | 4,269 | $593.8K | 0.00% | −260−5.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,255 | $591.8K | 0.03% | −666−13.5% | Reduced |
| Fieldview Capital Management, LLC | 4,240 | $589.7K | 0.17% | +4,240 | New |
| Diametric Capital, LP | 4,240 | $589.7K | 0.06% | +4,240 | New |
| North Dakota State Investment Board | 4,224 | $587.5K | 0.02% | +118+2.9% | Added |
| Grove Bank & Trust | 4,208 | $585.3K | 0.06% | +465+12.4% | Added |
| MUFG Securities Americas Inc. | 4,201 | $584.3K | 0.03% | +315+8.1% | Added |
| Moors & Cabot, Inc. | 4,188 | $582.5K | 0.02% | −556−11.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,082 | $567.8K | 0.02% | −7,173−63.7% | Reduced |
| Beacon Pointe Advisors, LLC | 4,076 | $567.0K | 0.00% | −1,720−29.7% | Reduced |
| Kovack Advisors, Inc. | 4,122 | $566.1K | 0.03% | −148−3.5% | 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 |
| Fortress Private Ledger, LLC | 3,980 | $553.5K | 0.15% | −84−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 3,917 | $544.8K | 0.01% | −1,464−27.2% | Reduced |
| Mutual Advisors, LLC | 3,904 | $542.9K | 0.01% | −143−3.5% | Reduced |
| Cooper Financial Group | 3,897 | $542.1K | 0.04% | −542−12.2% | Reduced |
| Siemens Fonds Invest GmbH | 3,879 | $539.5K | 0.03% | −37−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 3,872 | $538.6K | 0.01% | +305+8.6% | Added |
| Avantax Planning Partners, Inc. | 3,849 | $535.4K | 0.01% | −50−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,806 | $529.4K | 0.02% | +27+0.7% | Added |
| Prospera Financial Services Inc | 3,800 | $528.9K | 0.01% | −229−5.7% | Reduced |
| Ossiam | 3,776 | $525.2K | 0.01% | −1,992−34.5% | Reduced |
| STRS Ohio | 3,757 | $522.6K | 0.00% | +359+10.6% | Added |
| Citizens National Bank Trust Department | 3,742 | $520.5K | 0.08% | −311−7.7% | Reduced |
| MMBG Investment Advisors Co. | 3,740 | $520.2K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,722 | $517.7K | 0.03% | −81−2.1% | Reduced |
| Cinctive Capital Management LP | 3,694 | $513.8K | 0.02% | −42,924−92.1% | Reduced |
| 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 |
| Tompkins Financial Corp | 3,650 | $507.7K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,626 | $504.3K | 0.06% | −810−18.3% | Reduced |
| Eads & Heald Wealth Management | 3,622 | $503.8K | 0.25% | +1,321+57.4% | Added |
| Horizon Kinetics Asset Management LLC | 3,575 | $497.2K | 0.01% | −1,098−23.5% | Reduced |
| Miller Investment Management, LP | 3,550 | $493.8K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,706 | $492.4K | 0.02% | −100−2.6% | Reduced |
| TLWM | 3,540 | $492.4K | 0.08% | −72−2.0% | Reduced |
| Alpha Family Trust | 3,520 | $489.6K | 0.20% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,482 | $484.4K | 0.01% | −545−13.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,482 | $484.3K | 0.01% | +39+1.1% | Added |
| Allworth Financial LP | 3,479 | $484.0K | 0.00% | −546−13.6% | Reduced |
| Alphadyne Asset Management LP | 3,468 | $482.4K | 0.02% | +2,984+616.5% | Added |
| FLC Capital Advisors | 3,433 | $477.5K | 0.08% | −1,004−22.6% | Reduced |
| Evolve Private Wealth, LLC | 3,432 | $477.4K | 0.03% | +3,432 | New |
| Metis Global Partners, LLC | 3,409 | $474.2K | 0.01% | −661−16.2% | Reduced |
| Chiron Capital Management, LLC | 3,401 | $473.0K | 0.42% | −100−2.9% | Reduced |
| Callan Family Office, LLC | 3,393 | $471.9K | 0.01% | −316−8.5% | Reduced |
| Alps Advisors Inc | 3,374 | $469.3K | 0.00% | +3,374 | New |
| Ballentine Partners, LLC | 3,370 | $468.7K | 0.01% | −255−7.0% | Reduced |
| Radnor Capital Management, LLC | 3,299 | $458.9K | 0.06% | −5−0.2% | Reduced |
| Cresta Advisors, Ltd. | 3,250 | $452.0K | 0.16% | 00.0% | Unchanged |
| XML Financial, LLC | 3,248 | $451.8K | 0.03% | −976−23.1% | Reduced |
| GAMMA Investing LLC | 3,236 | $450.1K | 0.02% | −622−16.1% | Reduced |
| Duncan Williams Asset Management, LLC | 3,179 | $442.1K | 0.10% | +13+0.4% | Added |
| AlphaCore Capital LLC | 3,162 | $439.8K | 0.01% | +1,481+88.1% | Added |
| R Squared Ltd | 3,128 | $435.1K | 0.23% | +3,128 | New |
| MidFirst Bank | 3,111 | $432.7K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,109 | $432.4K | 0.02% | +133+4.5% | Added |
| Belpointe Asset Management LLC | 3,065 | $426.3K | 0.01% | −640−17.3% | Reduced |
| Zions Bancorporation, National Association | 3,063 | $426.0K | 0.03% | +72+2.4% | Added |
| Gamco Investors, Inc. Et Al | 3,054 | $424.8K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,009 | $418.5K | 0.00% | −262−8.0% | Reduced |
| Coldstream Capital Management Inc | 3,005 | $418.0K | 0.01% | −473−13.6% | Reduced |
| Gsa Capital Partners LLP | 2,985 | $415.0K | 0.03% | +2,985 | New |
| South State Corp. | 2,981 | $414.6K | 0.02% | −9,867−76.8% | Reduced |
| Dynamic Advisor Solutions LLC | 2,977 | $414.1K | 0.01% | −329−10.0% | Reduced |
| Mission Wealth Management, LP | 2,969 | $413.0K | 0.01% | +2,969 | New |
| Christine Messmer PC | 2,920 | $406.2K | 0.23% | +1,148+64.8% | Added |
| Nautilus Advisors LLC | 3,022 | $405.1K | 0.24% | 00.0% | Unchanged |
| Vestcor Inc | 2,829 | $393.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 2,808 | $390.6K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,796 | $388.9K | 0.02% | −205−6.8% | Reduced |
| Tema ETFs LLC | 2,786 | $387.5K | 0.01% | +145+5.5% | Added |
| Jeppson Wealth Management, LLC | 2,773 | $385.7K | 0.11% | −235−7.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,751 | $382.8K | 0.00% | −547−16.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,751 | $382.6K | 0.08% | −198−6.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,740 | $381.2K | 0.05% | −177−6.1% | Reduced |
| 1620 Investment Advisors, Inc. | 2,734 | $380.3K | 0.24% | +13+0.5% | Added |
| Stratos Wealth Advisors, LLC | 2,709 | $376.8K | 0.02% | −307−10.2% | Reduced |
| Permanent Capital Management, LP | 2,690 | $374.2K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,682 | $373.0K | 0.01% | −70−2.5% | Reduced |
| TownSquare Capital, LLC | 2,662 | $370.3K | 0.07% | +62+2.4% | Added |
| CMH Wealth Management LLC | 2,633 | $366.2K | 0.06% | −617−19.0% | Reduced |
| Pensionmark Financial Group, LLC | 2,448 | $365.8K | 0.01% | −466−16.0% | Reduced |
| Axxcess Wealth Management, LLC | 2,625 | $365.1K | 0.01% | +2,625 | New |