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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, Q1 2021

Institutional positions in Constellation Brands, Inc. as of Mar 31, 2021. 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
1,159
No complete 13F data for Q4 2020
Shares held
139.4M
No complete 13F data for Q4 2020
Total value
$31.8B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,159 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ1 2021: $31.8B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding STZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Moisand Fitzgerald Tamayo, LLC2$00.00%––
Fortis Advisors, LLC1$00.00%––
Financial Perspectives, Inc91,200$4000.02%––
Exane Derivatives3$6840.00%––
Atwood & Palmer Inc5$1.00K0.00%––
MV Capital Management, Inc.6$1.00K0.00%––
Sugarloaf Wealth Management, LLC3$1.00K0.00%––
Laurel Wealth Advisors LLC3$1.00K0.00%––
TFC Financial Management5$1.00K0.00%––
Tradewinds Capital Management, LLC10$2.00K0.00%––
Horizon Financial Services, LLC10$2.00K0.00%––
Larson Financial Group LLC8$2.00K0.00%––
Graves-Light Private Wealth Management, Inc.10$2.00K0.00%––
Lloyd Advisory Services, LLC.8$2.00K0.00%––
Filbrandt Wealth Management, LLC10$2.00K0.00%––
Standard Family Office LLC9$2.00K0.00%––
Atlas Private Wealth Advisors8$2.00K0.00%––
Hexagon Capital Partners LLC10$2.00K0.00%––
Jones Financial Companies LLLP13$3.00K0.00%––
MPS Loria Financial Planners, LLC15$3.00K0.00%––
Independence Bank of Kentucky15$3.00K0.00%––
Evolution Wealth Advisors, LLC15$3.00K0.00%––
Aspire Private Capital, LLC15$3.00K0.00%––
SOA Wealth Advisors, LLC.15$3.00K0.00%––
BerganKDV Wealth Management, LLC17$4.00K0.00%––
Motco20$5.00K0.00%––
Gemmer Asset Management LLC23$5.00K0.00%––
Institutional & Family Asset Management, LLC20$5.00K0.00%––
WealthShield Partners, LLC24$5.00K0.00%––
Old North State Trust, LLC20$5.00K0.00%––
Wealthcare Capital Management LLC28$6.00K0.00%––
Stuart Chaussee & Associates, Inc.26$6.00K0.00%––
Savior LLC26$6.00K0.01%––
Baystate Wealth Management LLC30$7.00K0.00%––
Hoover Financial Advisors, Inc.32$7.00K0.00%––
Resolute Partners Group29$7.00K0.00%––
Raffa Wealth Management, LLC33$7.52K0.00%––
HighMark Wealth Management LLC35$8.00K0.01%––
Center for Financial Planning, Inc.35$8.00K0.00%––
Benjamin Edwards Inc40$9.00K0.01%––
Mascoma Wealth Management LLC39$9.00K0.00%––
Retirement Group, LLC40$9.00K0.00%––
Carolina Wealth Advisors, LLC40$9.00K0.01%––
MD Financial Management Inc.45$10.0K0.00%––
Centerpoint Advisors, LLC44$10.0K0.01%––
Enterprise Trust & Investment Co45$10.0K0.00%––
Eudaimonia Partners, LLC42$10.0K0.00%––
Financial Management Professionals, Inc.47$11.0K0.00%––
Lenox Wealth Advisors, LLC49$11.0K0.00%––
TCI Wealth Advisors, Inc.48$11.0K0.00%––
First PREMIER Bank50$11.0K0.00%––
Focused Wealth Management, Inc51$12.0K0.00%––
IAG Wealth Partners, LLC50$12.0K0.00%––
Gradient Investments LLC56$13.0K0.00%––
JFS Wealth Advisors, LLC59$13.0K0.00%––
Zions Bancorporation, N.A.56$13.0K0.00%––
Global Trust Asset Management, LLC55$13.0K0.01%––
Bedel Financial Consulting, Inc.58$13.0K0.01%––
Summit Wealth Group, LLC55$13.0K0.02%––
Carmichael Hill & Associates, Inc.60$14.0K0.01%––
HHM Wealth Advisors, LLC63$14.0K0.00%––
Sutton Wealth Advisors Inc.62$14.1K0.01%––
Brewin Dolphin Wealth Management Ltd65$14.8K0.00%––
Oakworth Capital, Inc.72$16.0K0.00%––
Earnest Partners LLC73$17.0K0.00%––
TD Ameritrade Investment Management, LLC77$17.0K0.00%––
American Research & Management Co.75$17.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA81$18.5K0.03%––
Hudock, Inc.89$20.0K0.01%––
Tarbox Family Office, Inc.86$20.0K0.00%––
Carolinas Wealth Consulting LLC87$20.0K0.00%––
IMA Wealth, Inc.90$21.0K0.01%––
CSat Investment Advisory, L.P.94$21.0K0.02%––
Sun Life Financial INC101$23.0K0.00%––
Endurance Wealth Management, Inc.100$23.0K0.00%––
St. Johns Investment Management Company, LLC100$23.0K0.01%––
Cedar Mountain Advisors, LLC100$23.0K0.01%––
Certified Advisory Corp103$24.0K0.01%––
Glassman Wealth Services108$25.0K0.01%––
Investors Research Corp110$25.0K0.01%––
Rockbridge Investment Management, LCC113$26.0K0.00%––
Fieldpoint Private Securities, LLC118$27.0K0.01%––
Hanson & Doremus Investment Management123$28.0K0.01%––
Private Ocean, LLC125$29.0K0.01%––
Column Capital Advisors, LLC130$30.0K0.01%––
CVA Family Office, LLC130$30.0K0.01%––
JNBA Financial Advisors142$32.0K0.00%––
Cribstone Capital Management, LLC139$32.0K0.02%––
Meridian Wealth Partners, LLC149$33.0K0.01%––
First Manhattan Co150$34.0K0.00%––
Spirit of America Management Corp150$34.0K0.01%––
Heritage Wealth Advisors150$34.2K0.00%––
Parkside Financial Bank & Trust154$35.0K0.01%––
Alpha Paradigm Partners, LLC152$35.0K0.01%––
West Paces Advisors Inc.154$35.1K0.01%––
Johnson Financial Group, Inc.160$36.0K0.00%––
GPS Wealth Strategies Group, LLC169$38.0K0.01%––
Private Capital Group, LLC167$38.0K0.01%––
State of Wyoming165$38.0K0.06%––
Kelly Lawrence W & Associates Inc170$39.0K0.01%––