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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
South State Corp.175$40.0K0.00%––
Patriot Financial Group Insurance Agency, LLC173$40.0K0.01%––
Glen Eagle Advisors, LLC188$42.9K0.01%––
Manchester Financial Inc194$44.0K0.02%––
Clearview Wealth Advisors LLC194$44.0K0.03%––
Ogorek Anthony Joseph198$45.0K0.02%––
Grandview Asset Management LLC200$46.0K0.02%––
Ade, LLC200$46.0K0.05%––
Barnett & Company, Inc.206$47.0K0.03%––
Enterprise Financial Services Corp220$51.0K0.01%––
Brewin Dolphin Ltd230$52.4K0.00%––
Pin Oak Investment Advisors Inc240$55.0K0.05%––
Blume Capital Management, Inc.250$57.0K0.02%––
Ninety One SA (PTY) Ltd257$59.0K0.02%––
Joseph P. Lucia & Associates, LLC260$59.0K0.03%––
Concord Wealth Partners262$60.0K0.02%––
Berman Capital Advisors, LLC290$65.0K0.01%––
Evoke Wealth, LLC286$65.0K0.00%––
Systematic Alpha Investments, LLC290$66.0K0.00%––
Hall Laurie J Trustee300$68.0K0.03%––
Truvestments Capital LLC310$70.0K0.04%––
Tradition Wealth Management, LLC308$70.0K0.01%––
Ellis Investment Partners, LLC314$72.0K0.02%––
TSFG, LLC337$77.0K0.04%––
Wolff Wiese Magana LLC350$80.0K0.06%––
Plante Moran Financial Advisors, LLC360$82.0K0.02%––
Washington Trust Co393$90.0K0.00%––
Duncker Streett & Co Inc400$91.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA400$91.0K0.07%––
Whittier Trust Co of Nevada Inc402$92.0K0.00%––
Princeton Global Asset Management LLC410$93.0K0.03%––
Tompkins Financial Corp427$97.0K0.02%––
Key Financial Inc425$97.0K0.06%––
Baldwin Brothers Inc430$98.0K0.01%––
Credit Agricole S A444$101.0K0.00%––
First Pacific Advisors, LP451$103.0K0.00%––
Central Bank & Trust Co472$108.0K0.02%––
Prestige Wealth Management Group LLC477$108.0K0.03%––
Farmers & Merchants Investments Inc484$110.0K0.01%––
Valley Brook Capital Group500$114.0K0.10%––
RBA Wealth Management, LLC503$114.7K0.10%––
Thompson Siegel & Walmsley LLC503$115.0K0.00%––
Smithfield Trust Co517$118.0K0.01%––
C M Bidwell & Associates Ltd519$118.0K0.09%––
Neo Ivy Capital Management518$118.0K0.13%––
AdvisorNet Financial, Inc530$121.0K0.01%––
Tobam535$122.0K0.01%––
Carroll Financial Associates, Inc.549$125.0K0.01%––
Rosenberg Matthew Hamilton558$127.0K0.07%––
Vestor Capital, LLC580$132.0K0.02%––
Brown Brothers Harriman & Co597$136.0K0.00%––
Simon Quick Advisors, LLC628$143.0K0.04%––
First Horizon Advisors, Inc.638$144.0K0.01%––
Lindbrook Capital, LLC655$149.0K0.03%––
Cordasco Financial Network668$152.0K0.11%––
Archer Investment Corp680$155.0K0.06%––
Quadrant Capital Group LLC688$157.0K0.03%––
First Command Bank700$160.0K0.03%––
First Command Financial Services, Inc.700$160.0K0.03%––
Global Retirement Partners, LLC716$163.0K0.02%––
Optimum Investment Advisors740$169.0K0.05%––
Crescent Capital Consulting, LLC742$170.0K0.04%––
Advisors Asset Management, Inc.754$171.9K0.00%––
Pacitti Group Inc.765$174.0K0.11%––
Leelyn Smith, LLC798$182.0K0.05%––
CNB Bank812$185.0K0.13%––
Solstein Capital, LLC821$187.0K0.25%––
Nomura Holdings Inc833$190.0K0.00%––
M&R Capital Management Inc855$194.0K0.05%––
VisionPoint Advisory Group, LLC875$200.0K0.10%––
Allworth Financial LP895$204.0K0.00%––
Wealth Architects, LLC895$204.0K0.04%––
Focus Financial Network, Inc.897$204.5K0.02%––
Clear Street Markets LLC900$205.0K0.06%––
Ieq Capital, LLC898$205.0K0.01%––
qPULA Trading Management LP900$205.0K0.43%––
SlateStone Wealth, LLC904$206.0K0.05%––
Seneca Financial Advisors LLC907$206.8K0.15%––
First National Bank & Trust Co of Newtown908$207.0K0.05%––
Modus Advisors, LLC908$207.0K0.10%––
Williams Jones Wealth Management, LLC.911$208.0K0.00%––
Monetary Management Group Inc925$211.0K0.07%––
Hancock Whitney Corp933$212.0K0.01%––
Allegiant Private Advisors, LLC928$212.0K0.04%––
180 Wealth Advisors, LLC897$213.0K0.05%––
Creative Financial Designs Inc939$214.0K0.04%––
Soltis Investment Advisors LLC937$214.0K0.04%––
Credential Qtrade Securities Inc.940$214.3K0.02%––
Signaturefd, LLC943$215.0K0.01%––
Chesapeake Wealth Management941$215.0K0.07%––
ETF Managers Group, LLC925$216.0K0.00%––
Arkadios Wealth Advisors951$217.0K0.04%––
Columbia Trust Co 01012016961$218.0K0.14%––
CPWM, LLC960$219.0K0.02%––
Haverford Trust Co966$220.0K0.00%––
McLean Asset Management Corp925$220.0K0.17%––
StoneX Group Inc.971$221.0K0.04%––
Round Table Services, LLC978$223.0K0.05%––
Edge Capital Group, LLC976$223.0K0.02%––
FDx Advisors, Inc.984$224.0K0.01%––