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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 1,692 | $235.3K | 0.01% | −908−34.9% | Reduced |
| Claret Asset Management Corp | 1,680 | $234.0K | 0.03% | +197+13.3% | Added |
| Atomi Financial Group, Inc. | 1,676 | $233.1K | 0.01% | −200−10.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,669 | $232.1K | 0.00% | +41+2.5% | Added |
| Wealthcare Advisory Partners LLC | 1,663 | $231.4K | 0.00% | +29+1.8% | Added |
| Spartan Wealth Advisory Services LLC | 1,661 | $231.0K | 0.02% | 00.0% | Unchanged |
| Umpqua Bank | 1,655 | $230.2K | 0.05% | +100+6.4% | Added |
| Central Trust Co | 1,653 | $229.9K | 0.00% | −1,738−51.3% | Reduced |
| Pinnacle Associates Ltd | 1,650 | $229.4K | 0.00% | −348−17.4% | Reduced |
| WealthPLAN Partners, LLC | 1,645 | $228.8K | 0.04% | −3,945−70.6% | Reduced |
| Bessemer Group Inc | 1,615 | $225.0K | 0.00% | −61−3.6% | Reduced |
| Strategic Investment Solutions, Inc. | 1,616 | $224.8K | 0.05% | −45−2.7% | Reduced |
| Lee Financial Co | 1,600 | $222.5K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,596 | $222.0K | 0.03% | +1,596 | New |
| Indivisible Partners | 1,595 | $221.8K | 0.01% | +1,595 | New |
| Numerai GP LLC | 1,593 | $221.6K | 0.02% | +1,593 | New |
| Anchor Investment Management, LLC | 1,565 | $217.7K | 0.02% | −1,105−41.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,550 | $215.6K | 0.01% | −519−25.1% | Reduced |
| Banco Santander, S.A. | 1,548 | $215.3K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,541 | $214.3K | 0.09% | −119−7.2% | Reduced |
| Westwood Holdings Group Inc. | 1,540 | $214.2K | 0.00% | +1,540 | New |
| Peapack Gladstone Financial Corp | 1,539 | $214.0K | 0.00% | −1−0.1% | Reduced |
| Federated Hermes, Inc. | 1,529 | $212.7K | 0.00% | −851−35.8% | Reduced |
| Spinnaker Investment Group, LLC | 1,513 | $210.4K | 0.03% | +9+0.6% | Added |
| Parkside Financial Bank & Trust | 1,497 | $208.2K | 0.01% | +7+0.5% | Added |
| GTS Securities LLC | 1,495 | $207.9K | 0.00% | +64+4.5% | Added |
| Pictet & Cie (Europe) SA | 1,493 | $207.7K | 0.00% | −244−14.0% | Reduced |
| Sapient Capital LLC | 1,478 | $205.6K | 0.00% | −684−31.6% | Reduced |
| AlphaGrep UK Ltd | 1,476 | $205.3K | 0.06% | +1,476 | New |
| Charter Research & Investment Group, Inc. | 1,471 | $204.6K | 0.12% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,463 | $203.6K | 0.00% | +1,463 | New |
| NBC Securities, Inc. | 1,461 | $203.3K | 0.01% | −26−1.7% | Reduced |
| Studio Investment Management LLC | 1,450 | $201.7K | 0.03% | +18+1.3% | Added |
| Signaturefd, LLC | 1,447 | $201.3K | 0.00% | −490−25.3% | Reduced |
| MONECO Advisors, LLC | 1,447 | $201.3K | 0.01% | −40−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,443 | $200.7K | 0.00% | −214−12.9% | Reduced |
| Piscataqua Savings Bank | 1,418 | $197.2K | 0.13% | −124−8.0% | Reduced |
| S-Bank Fund Management Ltd | 1,412 | $196.4K | 0.03% | +1,412 | New |
| Atlas Capital Advisors LLC | 1,320 | $183.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,229 | $170.9K | 0.01% | +1,229 | New |
| Ameritas Investment Partners, Inc. | 1,207 | $167.9K | 0.00% | −52−4.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,176 | $163.6K | 0.00% | +910+342.1% | Added |
| New Age Alpha Advisors, LLC | 1,099 | $152.9K | 0.01% | −170−13.4% | Reduced |
| Aviso Financial Inc. | 1,042 | $144.9K | 0.01% | +572+121.7% | Added |
| Umb Bank N A | 1,041 | $144.8K | 0.00% | −67−6.0% | Reduced |
| Alpine Fox Capital LLC | 1,000 | $139.1K | 0.08% | −2,000−66.7% | Reduced |
| U S Global Investors Inc | 1,000 | $139.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 965 | $134.2K | 0.03% | +302+45.6% | Added |
| Hazlett, Burt & Watson, Inc. | 961 | $134.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 956 | $133.0K | 0.01% | +1+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 919 | $127.9K | 0.00% | −125−12.0% | Reduced |
| Hickory Point Bank & Trust | 905 | $125.9K | 0.08% | 00.0% | Unchanged |
| Community Bank, N.A. | 900 | $125.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 900 | $125.2K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 887 | $123.4K | 0.01% | −38−4.1% | Reduced |
| Hills Bank & Trust Co | 856 | $119.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 853 | $118.6K | 0.00% | −40−4.5% | Reduced |
| IMG Wealth Management, Inc. | 850 | $118.2K | 0.07% | −8−0.9% | Reduced |
| Westpac Banking Corp | 825 | $114.7K | 0.01% | −8−1.0% | Reduced |
| Bryn Mawr Trust Co | 808 | $112.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 757 | $105.4K | 0.00% | −190−20.1% | Reduced |
| EverSource Wealth Advisors, LLC | 749 | $104.2K | 0.00% | −1,712−69.6% | Reduced |
| MCF Advisors LLC | 743 | $103.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 704 | $97.9K | 0.00% | −256−26.7% | Reduced |
| Los Angeles Capital Management LLC | 682 | $94.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 669 | $93.0K | 0.00% | −2−0.3% | Reduced |
| Oslo Pensjonsforsikring AS | 652 | $90.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $88.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 630 | $87.6K | 0.01% | −250−28.4% | Reduced |
| Sava Infond d.o.o. | 620 | $86.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 587 | $81.6K | 0.00% | +133+29.3% | Added |
| SBI Securities Co., Ltd. | 575 | $80.0K | 0.00% | −85−12.9% | Reduced |
| City State Bank | 574 | $79.8K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 572 | $79.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 571 | $79.4K | 0.01% | −175−23.5% | Reduced |
| Financial Network Wealth Advisors LLC | 558 | $77.6K | 0.08% | +7+1.3% | Added |
| HM Payson & Co | 537 | $74.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 528 | $73.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 530 | $72.5K | 0.00% | −117−18.1% | Reduced |
| Cromwell Holdings LLC | 521 | $72.5K | 0.03% | +22+4.4% | Added |
| Ronald Blue Trust, Inc. | 514 | $71.5K | 0.00% | −76−12.9% | Reduced |
| Align Financial, LLC | 500 | $69.5K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 495 | $68.8K | 0.01% | +26+5.5% | Added |
| Millstone Evans Group, LLC | 488 | $67.9K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 480 | $66.7K | 0.00% | +4+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 470 | $65.4K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 461 | $64.1K | 0.00% | +461 | New |
| AdvisorNet Financial, Inc | 448 | $62.4K | 0.00% | −270−37.6% | Reduced |
| Key Financial Inc | 432 | $60.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 424 | $59.0K | 0.01% | −931−68.7% | Reduced |
| Financial Perspectives, Inc | 400 | $55.6K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 381 | $53.0K | 0.03% | −7−1.8% | Reduced |
| First Horizon Corp | 375 | $52.2K | 0.00% | −249−39.9% | Reduced |
| Princeton Global Asset Management LLC | 375 | $52.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 373 | $51.9K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 368 | $51.2K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 367 | $51.1K | 0.00% | +367 | New |
| LRI Investments, LLC | 343 | $47.7K | 0.00% | +32+10.3% | Added |
| Southern Michigan Bank & Trust | 335 | $46.6K | 0.02% | −15−4.3% | Reduced |
| CVA Family Office, LLC | 332 | $46.2K | 0.00% | −6−1.8% | Reduced |