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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
Aureus Asset Management, LLC2,327$531.0K0.04%––
Mid Atlantic Financial Management Inc2,337$533.0K0.04%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,353$536.0K0.01%––
Ameritas Investment Partners, Inc.2,353$536.0K0.02%––
Benjamin F. Edwards & Company, Inc.2,361$538.0K0.03%––
Arnhold LLC2,400$547.0K0.07%––
We Are One Seven, LLC2,419$551.0K0.09%––
Allred Capital Management, LLC2,434$554.9K0.25%––
WealthTrust Axiom LLC2,450$558.0K0.19%––
Sonata Capital Group Inc2,450$559.0K0.27%––
44 Wealth Management LLC2,451$559.0K0.23%––
Patriot Investment Management Inc.2,480$565.0K0.06%––
WBH Advisory Inc2,493$568.0K0.09%––
Laidlaw Wealth Management LLC2,512$573.0K0.20%––
Livforsakringsbolaget Skandia, Omsesidigt2,518$574.0K0.04%––
Community Bank, N.A.2,525$576.0K0.07%––
Park National Corp2,539$579.0K0.03%––
Roanoke Asset Management Corp2,550$581.0K0.25%––
IHT Wealth Management, LLC2,547$581.0K0.04%––
Tru Independence Asset Management 2, LLC2,556$583.0K0.46%––
Gilman Hill Asset Management, LLC2,570$586.0K0.16%––
Raymond James Trust N.A.2,589$591.0K0.02%––
Profund Advisors LLC2,598$592.0K0.02%––
Bank Hapoalim BM2,600$593.0K0.08%––
Copperwynd Financial, LLC2,603$593.0K0.27%––
Banque Pictet & Cie SA2,610$595.0K0.01%––
Vestmark Advisory Solutions, Inc.2,630$600.0K0.05%––
Meridian Wealth Management, LLC2,673$609.0K0.09%––
Diametric Capital, LP2,684$612.0K0.47%––
Resources Investment Advisors, LLC.2,689$613.0K0.03%––
Navalign, LLC2,705$617.0K0.27%––
Independent Financial Group, LLC2,707$617.4K0.08%––
Tributary Capital Management, LLC2,710$618.0K0.05%––
Brookstone Capital Management2,733$623.0K0.02%––
Keybank National Association2,765$630.0K0.00%––
Seven Eight Capital, LP2,910$637.0K0.15%––
Washington Capital Management Inc2,800$638.0K0.59%––
Intact Investment Management Inc.2,800$638.0K0.02%––
Global Wealth Management Investment Advisory, Inc.2,803$639.0K0.23%––
Highlander Capital Management, LLC1,900$642.0K0.34%––
Douglass Winthrop Advisors, LLC2,833$646.0K0.02%––
Moneta Group Investment Advisors LLC2,851$650.0K0.03%––
Bamco Inc2,855$651.0K0.00%––
TLWM2,872$654.0K0.25%––
Leonteq Securities AG2,871$654.6K0.04%––
Paloma Partners Management Co2,901$661.0K0.02%––
XTX Topco Ltd2,915$665.0K0.32%––
Chicago Capital, LLC2,946$672.0K0.03%––
Perigon Wealth Management, LLC2,951$673.0K0.07%––
Boston Private Wealth LLC2,956$674.0K0.01%––
Wealthspire Advisors, LLC2,966$676.0K0.02%––
Ballast, Inc.2,974$678.0K0.33%––
Banque Cantonale Vaudoise2,983$680.0K0.03%––
Gamco Investors, Inc. Et Al3,000$684.0K0.01%––
Community Capital Management, Inc.3,000$684.0K0.76%––
Harbor Investment Advisory, LLC3,007$686.0K0.10%––
DuPont Capital Management Corp3,012$687.0K0.02%––
Sequoia Financial Advisors, LLC3,025$690.0K0.03%––
Jaffetilchin Investment Partners, LLC3,056$697.0K0.08%––
Winton Group Ltd3,070$700.0K0.04%––
Brinker Capital Investments, LLC3,080$702.0K0.01%––
Planning Directions Inc3,098$706.0K0.56%––
Intrust Bank NA3,099$706.0K0.10%––
Illinois Municipal Retirement Fund3,095$706.0K0.03%––
K.J. Harrison & Partners Inc3,100$707.0K0.11%––
Vestcor Inc3,156$720.0K0.03%––
Delta Financial Advisors LLC3,222$735.0K0.34%––
Argent Trust Co3,266$744.0K0.05%––
Old Port Advisors3,273$746.0K0.29%––
Great Valley Advisor Group, Inc.3,282$749.0K0.07%––
Meridian Investment Counsel Inc.3,290$750.0K0.29%––
Atlas Brown,Inc.3,306$754.0K0.36%––
Forte Capital LLC3,323$758.0K0.12%––
Centiva Capital, LP3,336$761.0K0.11%––
Meridian Financial Partners LLC3,195$761.0K0.57%––
Ameritas Investment Company, LLC3,358$765.6K0.07%––
Keeley-Teton Advisors, LLC3,407$777.0K0.08%––
Weik Capital Management3,430$782.0K0.33%––
Raab & Moskowitz Asset Management LLC3,430$782.0K0.31%––
Gs Investments, Inc.3,485$795.0K1.74%––
Price Michael F3,500$798.0K0.10%––
Parsons Capital Management Inc3,500$798.0K0.07%––
Park Avenue Securities LLC3,499$798.0K0.02%––
Eads & Heald Wealth Management3,528$804.0K0.41%––
Kovack Advisors, Inc.3,526$804.0K0.10%––
Cornerstone Advisory, LLC3,552$810.0K0.15%––
Nwam LLC3,568$813.0K0.08%––
HC Financial Advisors Inc3,602$821.0K0.50%––
Natixis Investment Managers International3,625$826.0K0.06%––
Pitcairn Co3,628$827.0K0.06%––
CSS LLC3,605$827.0K0.04%––
Prentice Wealth Management LLC3,704$845.0K0.47%––
Dymon Asia Capital (Singapore) Pte. Ltd.3,712$846.0K0.72%––
Bragg Financial Advisors, Inc3,738$852.0K0.06%––
Exchange Capital Management, Inc.3,750$855.0K0.18%––
Roundview Capital LLC3,761$858.0K0.11%––
Veritable, L.P.3,885$886.0K0.02%––
Essex Financial Services, Inc.3,912$892.0K0.16%––
Wambolt & Associates, LLC3,920$900.0K0.47%––
Oak Ridge Investments LLC3,977$907.0K0.08%––