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 |
|---|---|---|---|---|---|
| General Partner, Inc. | 332 | $46.2K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 325 | $45.2K | 0.01% | +325 | New |
| Valley National Advisers Inc | 322 | $44.8K | 0.00% | −39−10.8% | Reduced |
| Johnson Financial Group, Inc. | 312 | $43.4K | 0.00% | −34−9.8% | Reduced |
| Quent Capital, LLC | 302 | $42.0K | 0.00% | +76+33.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 302 | $42.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 290 | $40.3K | 0.00% | −711−71.0% | Reduced |
| Owl Creek Wealth Partners LLC | 280 | $38.9K | 0.01% | −20−6.7% | Reduced |
| TIAA Wealth Investment Management LLC | 272 | $37.9K | 0.00% | +2+0.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 269 | $37.4K | 0.00% | +269 | New |
| Creative Financial Designs Inc | 265 | $36.9K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 260 | $36.2K | 0.00% | +260 | New |
| Strategic Wealth Partners, Ltd. | 256 | $35.6K | 0.00% | −111−30.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 250 | $34.8K | 0.02% | −100−28.6% | Reduced |
| Cetera Trust Company, N.A | 250 | $34.8K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 247 | $34.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 243 | $33.9K | 0.00% | +1+0.4% | Added |
| Continuum Advisory, LLC | 239 | $33.2K | 0.00% | +239 | New |
| Smithfield Trust Co | 239 | $33.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 236 | $33.0K | 0.00% | −1−0.4% | Reduced |
| Northstar Asset Management LLC | 250 | $32.5K | 0.01% | +250 | New |
| Atlantic Trust, LLC | 233 | $32.4K | 0.00% | −158−40.4% | Reduced |
| Persistent Asset Partners Ltd | 231 | $32.1K | 0.01% | +231 | New |
| GW&K Investment Management, LLC | 227 | $32.0K | 0.00% | −29−11.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 229 | $31.9K | 0.00% | +151+193.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 229 | $31.8K | 0.00% | −7−3.0% | Reduced |
| Paladin Advisory Group, LLC | 223 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 220 | $30.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 216 | $30.0K | 0.02% | −79−26.8% | Reduced |
| Bangor Savings Bank | 212 | $29.5K | 0.00% | −171−44.6% | Reduced |
| GoalVest Advisory LLC | 205 | $28.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 202 | $28.1K | 0.00% | +202 | New |
| First PREMIER Bank | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $27.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $27.8K | 0.00% | +200 | New |
| Optiver Holding B.V. | 199 | $27.7K | 0.00% | +199 | New |
| Salem Investment Counselors Inc | 194 | $27.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $25.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 178 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 178 | $24.8K | 0.00% | +12+7.2% | Added |
| Truvestments Capital LLC | 175 | $24.4K | 0.00% | +1+0.6% | Added |
| CNB Bank | 170 | $23.6K | 0.01% | −77−31.2% | Reduced |
| Bokf, NA | 162 | $22.5K | 0.00% | +56+52.8% | Added |
| Manchester Capital Management LLC | 161 | $22.4K | 0.00% | −49−23.3% | Reduced |
| Entrust Financial LLC | 158 | $22.0K | 0.01% | +6+3.9% | Added |
| Compass Financial Management LLC | 166 | $21.8K | 0.00% | +166 | New |
| Westside Investment Management, Inc. | 156 | $21.8K | 0.00% | −4−2.5% | Reduced |
| Spire Wealth Management | 154 | $21.4K | 0.00% | −88−36.4% | Reduced |
| Action Point Financial Planning, LLC | 157 | $21.3K | 0.00% | +157 | New |
| Ares Financial Consulting, LLC | 151 | $21.0K | 0.02% | +1+0.7% | Added |
| Albion Financial Group | 150 | $20.9K | 0.00% | −95−38.8% | Reduced |
| Eastern Bank | 150 | $20.9K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 148 | $20.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 144 | $20.0K | 0.00% | −57−28.4% | Reduced |
| Strive Financial Group ,LLC | 143 | $19.9K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 142 | $19.8K | 0.01% | −30−17.4% | Reduced |
| Global X Japan Co., Ltd. | 142 | $19.8K | 0.00% | +77+118.5% | Added |
| Rialto Wealth Management, LLC | 137 | $19.1K | 0.00% | +13+10.5% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 129 | $17.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 125 | $17.4K | 0.00% | −9−6.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 125 | $17.4K | 0.01% | +25+25.0% | Added |
| West Paces Advisors Inc. | 123 | $17.1K | 0.00% | +123 | New |
| Horizon Bancorp Inc | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $17.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 122 | $17.0K | 0.01% | +5+4.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 121 | $16.8K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 119 | $16.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 117 | $16.3K | 0.01% | +13+12.5% | Added |
| Abound Wealth Management | 116 | $16.1K | 0.00% | −3−2.5% | Reduced |
| Trust Co of Toledo NA | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 113 | $15.7K | 0.01% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 110 | $15.3K | 0.00% | −20−15.4% | Reduced |
| Hilltop National Bank | 110 | $15.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 110 | $15.3K | 0.00% | +40+57.1% | Added |
| Whittier Trust Co of Nevada Inc | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 113 | $14.9K | 0.01% | +113 | New |
| Field & Main Bank | 105 | $14.6K | 0.00% | +105 | New |
| Salomon & Ludwin, LLC | 106 | $14.5K | 0.00% | −81−43.3% | Reduced |
| Investors Research Corp | 104 | $14.5K | 0.00% | −20−16.1% | Reduced |
| N.E.W. Advisory Services LLC | 103 | $14.3K | 0.00% | +3+3.0% | Added |
| Capital Analysts, LLC | 104 | $14.0K | 0.00% | −108−50.9% | Reduced |
| Byrne Asset Management LLC | 100 | $13.9K | 0.01% | −305−75.3% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $13.9K | 0.00% | −200−66.7% | Reduced |
| Hallmark Capital Management Inc | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.9K | 0.00% | +78+354.5% | Added |
| Crews Bank & Trust | 100 | $13.9K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 103 | $13.6K | 0.00% | −7−6.4% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 85 | $11.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 85 | $11.8K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 84 | $11.6K | 0.01% | +1+1.2% | Added |
| Rakuten Securities, Inc. | 83 | $11.5K | 0.00% | −38−31.4% | Reduced |
| JNBA Financial Advisors | 80 | $11.1K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 80 | $11.1K | 0.00% | +10+14.3% | Added |
| Fortitude Family Office, LLC | 79 | $11.0K | 0.00% | +3+3.9% | Added |
| Trust Co | 77 | $10.7K | 0.00% | +2+2.7% | Added |
| Hara Capital LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |