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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 2,618 | $364.1K | 0.04% | +330+14.4% | Added |
| Prentice Wealth Management LLC | 2,581 | $359.0K | 0.07% | +32+1.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,565 | $356.8K | 0.20% | +2,565 | New |
| Aigen Investment Management, LP | 2,525 | $351.2K | 0.10% | −1,931−43.3% | Reduced |
| Laraway Financial Inc | 2,524 | $351.1K | 0.21% | −10.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,511 | $349.2K | 0.01% | −818−24.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $349.0K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,508 | $348.8K | 0.33% | −42−1.6% | Reduced |
| Greenleaf Trust | 2,507 | $348.7K | 0.00% | −616−19.7% | Reduced |
| Haverford Trust Co | 2,496 | $347.2K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 2,475 | $344.2K | 0.00% | +27+1.1% | Added |
| Resources Investment Advisors, LLC. | 2,470 | $343.5K | 0.00% | +60+2.5% | Added |
| GFS Advisors, LLC | 8 | $341.9K | 0.04% | −2,320−99.7% | Reduced |
| CX Institutional | 2,450 | $341.0K | 0.01% | +290+13.4% | Added |
| Sigma Planning Corp | 2,440 | $339.3K | 0.01% | +177+7.8% | Added |
| Arnhold LLC | 2,400 | $333.8K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,392 | $332.8K | 0.00% | −3,911−62.0% | Reduced |
| Mirabaud & Cie SA | 2,390 | $332.4K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,351 | $327.0K | 0.00% | +2,351 | New |
| One Wealth Capital Management, LLC | 2,340 | $325.5K | 0.09% | +2,340 | New |
| Cornerstone Wealth Management, LLC | 2,320 | $322.7K | 0.01% | −236−9.2% | Reduced |
| Aptus Capital Advisors, LLC | 2,312 | $321.6K | 0.00% | −35−1.5% | Reduced |
| Montag A & Associates Inc | 2,301 | $320.0K | 0.01% | 00.0% | Unchanged |
| Sirios Capital Management L P | 2,278 | $316.8K | 0.04% | −16,550−87.9% | Reduced |
| Mather Group, LLC. | 2,267 | $315.3K | 0.00% | −274−10.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,246 | $312.4K | 0.10% | −387−14.7% | Reduced |
| LVW Advisors, LLC | 2,239 | $311.4K | 0.03% | −187−7.7% | Reduced |
| Cooper/Haims Advisors, LLC | 2,225 | $309.5K | 0.13% | −296−11.7% | Reduced |
| Banque Cantonale Vaudoise | 2,215 | $308.0K | 0.01% | −428−16.2% | Reduced |
| Citizens Financial Group Inc | 2,210 | $307.4K | 0.00% | −19−0.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,209 | $307.2K | 0.00% | −73−3.2% | Reduced |
| Knollwood Investment Advisory, LLC | 2,200 | $306.0K | 0.03% | −3,059−58.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,181 | $303.4K | 0.03% | +193+9.7% | Added |
| Frec Markets, Inc. | 2,175 | $302.5K | 0.03% | +2,175 | New |
| Brown, Lisle/Cummings, Inc. | 2,167 | $301.4K | 0.07% | +5+0.2% | Added |
| RMB Capital Management, LLC | 2,165 | $301.1K | 0.00% | +6+0.3% | Added |
| Athena Investment Management | 2,163 | $300.9K | 0.18% | −195−8.3% | Reduced |
| We Are One Seven, LLC | 2,160 | $300.4K | 0.00% | +436+25.3% | Added |
| Ameritas Advisory Services, LLC | 2,151 | $299.1K | 0.01% | +2,151 | New |
| RSM US Wealth Management LLC | 2,148 | $298.8K | 0.00% | −890−29.3% | Reduced |
| V-Square Quantitative Management LLC | 2,148 | $298.8K | 0.03% | −221−9.3% | Reduced |
| TCG Advisory Services, LLC | 2,140 | $297.7K | 0.01% | −1,374−39.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,117 | $294.4K | 0.04% | −13−0.6% | Reduced |
| Harbour Investments, Inc. | 2,114 | $294.1K | 0.00% | −256−10.8% | Reduced |
| AE Wealth Management LLC | 2,111 | $293.6K | 0.00% | −229−9.8% | Reduced |
| Miller Global Investments, LLC | 2,103 | $292.5K | 0.24% | 00.0% | Unchanged |
| Keybank National Association | 2,102 | $292.4K | 0.00% | −236−10.1% | Reduced |
| Iams Wealth Management, LLC | 2,099 | $292.2K | 0.09% | +364+21.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,092 | $291.0K | 0.01% | −75−3.5% | Reduced |
| Rexford Capital Inc | 2,091 | $290.8K | 0.18% | +19+0.9% | Added |
| DRW Securities, LLC | 2,102 | $289.8K | 0.02% | +2,102 | New |
| J.W. Cole Advisors, Inc. | 2,079 | $289.1K | 0.00% | +118+6.0% | Added |
| Oxford Asset Management LLP | 2,053 | $285.6K | 0.14% | +2,053 | New |
| Journey Retirement Planning & Investment Management LLC | 2,051 | $285.3K | 0.22% | +183+9.8% | Added |
| Legacy Private Trust Co. | 2,036 | $283.2K | 0.02% | −653−24.3% | Reduced |
| Define Financial, LLC | 2,027 | $281.9K | 0.13% | +17+0.8% | Added |
| Integrity Alliance, LLC. | 2,017 | $280.5K | 0.01% | +91+4.7% | Added |
| Hantz Financial Services, Inc. | 2,013 | $280.0K | 0.00% | −595−22.8% | Reduced |
| Smartleaf Asset Management LLC | 2,000 | $279.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,004 | $278.8K | 0.00% | −610−23.3% | Reduced |
| Pangea Capital Gestao de Recursos Ltda. | 2,000 | $278.2K | 0.19% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,990 | $276.8K | 0.13% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,971 | $274.1K | 0.02% | −55−2.7% | Reduced |
| GK Wealth Management LLC | 1,969 | $273.8K | 0.17% | +1,969 | New |
| Aviance Capital Partners, LLC | 1,967 | $273.6K | 0.03% | −359−15.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,963 | $273.0K | 0.01% | −118−5.7% | Reduced |
| Childress Capital Advisors, LLC | 1,963 | $273.0K | 0.04% | −44−2.2% | Reduced |
| Ostrum Asset Management | 1,962 | $272.9K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,961 | $272.8K | 0.02% | −77−3.8% | Reduced |
| Doliver Advisors, LP | 1,955 | $271.9K | 0.06% | −254−11.5% | Reduced |
| Cowa, LLC | 1,953 | $271.6K | 0.07% | +91+4.9% | Added |
| Cidel Asset Management Inc | 1,921 | $267.2K | 0.01% | +209+12.2% | Added |
| Beaumont Financial Advisors, LLC | 1,913 | $266.1K | 0.02% | −5−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,908 | $265.4K | 0.01% | −200−9.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,905 | $265.0K | 0.05% | −220−10.4% | Reduced |
| Verdence Capital Advisors LLC | 1,898 | $264.0K | 0.01% | +167+9.6% | Added |
| Caxton Associates LLP | 1,880 | $261.5K | 0.00% | +1,880 | New |
| Intrust Bank NA | 1,874 | $260.7K | 0.02% | −136−6.8% | Reduced |
| Ellevest, Inc. | 1,850 | $259.8K | 0.03% | −277−13.0% | Reduced |
| Equity Investment Corp | 1,858 | $258.4K | 0.00% | +1,858 | New |
| Pallas Capital Advisors LLC | 1,852 | $257.6K | 0.01% | +252+15.8% | Added |
| Shayne & Co., LLC | 1,850 | $257.3K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,830 | $254.6K | 0.00% | −161−8.1% | Reduced |
| QRG Capital Management, Inc. | 1,829 | $254.5K | 0.00% | −19−1.0% | Reduced |
| Sagewood Asset Management LP | 1,825 | $253.8K | 0.06% | −349−16.1% | Reduced |
| Diversified Trust Co | 1,823 | $253.6K | 0.00% | +38+2.1% | Added |
| Investors Asset Management of Georgia Inc | 1,822 | $253.5K | 0.09% | −99−5.2% | Reduced |
| Global Retirement Partners, LLC | 1,822 | $253.4K | 0.00% | +1,822 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,816 | $252.6K | 0.07% | −31−1.7% | Reduced |
| Monarch Capital Management Inc | 1,785 | $248.3K | 0.06% | +1,785 | New |
| Ancora Advisors, LLC | 1,780 | $247.6K | 0.00% | −228−11.4% | Reduced |
| Granite Harbor Advisors, Inc. | 1,766 | $245.6K | 0.10% | +92+5.5% | Added |
| Evergreen Capital Management LLC | 1,758 | $244.5K | 0.00% | −256−12.7% | Reduced |
| Profund Advisors LLC | 1,730 | $240.6K | 0.01% | −205−10.6% | Reduced |
| BSW Wealth Partners | 1,724 | $239.8K | 0.03% | +1,724 | New |
| Legacy Bridge, LLC | 1,720 | $239.2K | 0.07% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 1,716 | $238.7K | 0.06% | +25+1.5% | Added |
| CoreCap Advisors, LLC | 1,708 | $237.5K | 0.01% | −131−7.1% | Reduced |
| Regatta Capital Group, LLC | 1,705 | $237.1K | 0.03% | −84−4.7% | Reduced |
| Summit Financial, LLC | 1,703 | $236.9K | 0.00% | −6,040−78.0% | Reduced |