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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; 1,039 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: 1,039 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 20261,039$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
Menard Financial Group LLC1,533$350.0K0.38%––
Penobscot Investment Management Company, Inc.1,540$351.0K0.06%––
Pendal Group Limited1,542$352.0K0.00%––
Patten Group, Inc.1,545$352.0K0.11%––
Wetherby Asset Management Inc1,563$356.0K0.03%––
Anchor Investment Management, LLC1,562$356.1K0.05%––
Hennion & Walsh Asset Management, Inc.1,564$357.0K0.02%––
Alesco Advisors LLC1,571$358.0K0.01%––
Voya Financial Advisors, Inc.1,537$360.0K0.01%––
Swiss Life Asset Management Ltd1,580$360.1K0.01%––
Taylor, Cottrill, Erickson & Associates, Inc.1,593$363.0K0.06%––
Lee Financial Co1,600$365.0K0.09%––
Checchi Capital Advisers, LLC1,607$366.0K0.05%––
Murphy Capital Management Inc1,610$367.0K0.05%––
Fortem Financial Group, LLC1,617$369.0K0.21%––
Stevens Capital Management LP1,641$374.0K0.21%––
Moseley Investment Management Inc1,654$377.0K0.21%––
Atlas Capital Advisors LLC1,660$378.5K0.07%––
Jacobsen Capital Management1,665$380.0K0.21%––
Private Portfolio Partners LLC1,674$381.7K0.12%––
Bluestein R H & Co1,680$383.0K0.02%––
Fukoku Mutual Life Insurance Co1,680$383.0K0.04%––
NuWave Investment Management, LLC1,680$383.0K0.48%––
Manchester Capital Management LLC1,698$387.0K0.06%––
Doyle Wealth Management1,699$387.0K0.04%––
CWM, LLC1,666$390.0K0.00%––
JustInvest LLC1,710$390.0K0.06%––
Procyon Private Wealth Partners, LLC1,721$392.0K0.18%––
Probabilities Fund Management, LLC1,724$393.0K0.86%––
Gilbert & Cook, Inc.1,723$393.0K0.08%––
Clare Market Investments LLC1,728$394.4K0.15%––
Probity Advisors, Inc.1,734$395.0K0.09%––
M Holdings Securities, Inc.1,738$396.0K0.04%––
Prudent Man Advisors, LLC1,748$399.0K0.17%––
Geier Asset Management, Inc.1,644$400.0K0.29%––
Chicago Trust Co NA1,770$404.0K0.14%––
Stratos Wealth Advisors, LLC1,778$405.0K0.04%––
Mayflower Financial Advisors, LLC1,786$407.0K0.06%––
United Bank1,800$410.0K0.06%––
Grove Bank & Trust1,808$412.0K0.10%––
Sentry Investment Management LLC1,811$413.0K0.11%––
Corient Capital Partners, LLC1,813$413.0K0.04%––
Curbstone Financial Management Corp1,814$414.0K0.08%––
Regions Financial Corp1,841$420.0K0.00%––
United Capital Financial Advisers, LLC1,845$421.0K0.00%––
Aristotle Atlantic Partners, LLC1,848$421.0K0.03%––
E&G Advisors, LP1,850$422.0K0.12%––
Aries Wealth Management1,852$424.0K0.19%––
Schwarz Dygos Wheeler Investment Advisors LLC1,863$425.0K0.18%––
Wealthcare Advisory Partners LLC1,873$427.0K0.03%––
Boenning & Scattergood, Inc.1,877$428.0K0.08%––
Nikulski Financial, Inc.1,895$432.0K0.22%––
RDA Financial Network1,900$433.0K0.19%––
Greenleaf Trust1,914$436.0K0.01%––
Obermeyer Wood Investment Counsel, LLLP1,923$438.0K0.03%––
Verition Fund Management LLC1,931$440.0K0.01%––
Gulf International Bank (UK) Ltd1,930$440.0K0.01%––
Financial Architects, Inc1,945$443.0K0.07%––
Ninepoint Partners LP1,952$445.0K0.32%––
Beaumont Financial Partners, LLC1,959$447.0K0.04%––
Cresset Asset Management, LLC1,981$451.0K0.01%––
US Financial Advisors, LLC2,000$456.0K0.13%––
Western Wealth Management, LLC2,001$456.0K0.06%––
Legacy Wealth Management, LLC2,000$456.0K0.28%––
Balyasny Asset Management LLC2,007$458.0K0.00%––
Capital Investment Advisory Services, LLC2,009$458.0K0.06%––
Tiemann Investment Advisors, LLC2,013$459.0K0.23%––
Segall Bryant & Hamill, LLC2,019$460.0K0.00%––
Lake Street Financial LLC2,031$463.0K0.13%––
Texas Yale Capital Corp.2,033$464.0K0.03%––
Asahi Life Asset Management Co., Ltd.2,040$465.0K0.06%––
Lincoln National Corp2,067$471.0K0.01%––
Comerica Securities,inc.2,066$471.0K0.04%––
Collective Family Office LLC2,076$473.0K0.23%––
Keebeck Wealth Management, LLC2,081$474.0K0.07%––
Tempus Wealth Planning, LLC2,077$474.0K0.50%––
Wealthfront Advisers LLC2,086$476.0K0.00%––
Capstone Investment Advisors, LLC2,097$478.0K0.01%––
First Horizon Corp2,101$479.0K0.05%––
Ci Investments Inc.2,112$482.0K0.00%––
First Hawaiian Bank2,117$483.0K0.02%––
MONECO Advisors, LLC2,133$486.0K0.24%––
Financial Advocates Investment Management2,135$487.0K0.04%––
Koshinski Asset Management, Inc.2,146$489.0K0.05%––
HighPoint Advisor Group LLC2,191$491.0K0.06%––
HBK Investments L P2,161$493.0K0.01%––
Legacy Bridge, LLC2,190$499.0K0.32%––
Vident Investment Advisory, LLC2,211$504.0K0.02%––
First Midwest Bank Trust Division2,213$505.0K0.07%––
Johnson Investment Counsel Inc2,242$511.0K0.01%––
Symmetry Partners, LLC2,247$512.0K0.04%––
Wealth Alliance2,261$515.0K0.14%––
Lokken Investment Group LLC2,265$516.0K0.46%––
Calton & Associates, Inc.2,271$518.0K0.10%––
Pratt Collard Advisory Partners LLC2,270$518.0K0.37%––
Boston Family Office LLC2,277$519.0K0.04%––
Cooper/Haims Advisors, LLC2,280$520.0K0.37%––
Meeder Asset Management Inc2,291$522.0K0.03%––
HNP Capital LLC2,298$524.0K0.16%––
ProVise Management Group, LLC2,327$531.0K0.06%––