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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
St. James Investment Company, LLC3,985$909.0K0.12%––
KMG Fiduciary Partners, LLC3,986$909.0K0.18%––
Lee Danner & Bass Inc4,002$912.0K0.09%––
Resource Management, LLC3,999$912.0K0.11%––
Ausdal Financial Partners, Inc.4,019$916.0K0.15%––
Sowell Financial Services LLC3,822$923.0K0.03%––
Meiji Yasuda Life Insurance Co4,076$929.0K0.02%––
Pictet & Cie (Europe) SA4,090$933.0K0.04%––
Ridgewood Investments LLC4,094$933.0K0.57%––
Dana Investment Advisors, Inc.4,111$937.0K0.04%––
Cetera Advisors LLC4,115$938.0K0.03%––
ELCO Management Co., LLC4,117$939.0K0.85%––
LS Investment Advisors, LLC4,125$941.0K0.05%––
Mirador Capital Partners LP4,127$941.0K0.24%––
Allstate Corp4,173$951.0K0.03%––
MAI Capital Management4,178$953.0K0.02%––
Princeton Portfolio Strategies Group LLC4,192$956.0K0.19%––
TD Private Client Wealth LLC4,194$956.1K0.04%––
Pathstone Family Office, LLC4,226$964.0K0.03%––
Piscataqua Savings Bank4,268$973.0K0.87%––
Integrated Wealth Concepts LLC4,312$983.0K0.04%––
U S Global Investors Inc4,329$987.0K0.03%––
World Asset Management Inc4,155$999.0K0.09%––
LVW Advisors, LLC4,402$1.00M0.19%––
Kistler-Tiffany Companies, LLC4,473$1.02M0.26%––
B. Metzler seel. Sohn & Co. Holding AG4,485$1.02M0.02%––
Meiji Yasuda Asset Management Co Ltd.4,513$1.03M0.08%––
GWM Advisors LLC4,527$1.03M0.03%––
Malaga Cove Capital, LLC4,565$1.05M0.45%––
Kentucky Retirement Systems Insurance Trust Fund4,592$1.05M0.11%––
Cadence Bank NA4,599$1.05M0.33%––
Cim Investment Mangement Inc4,599$1.05M0.33%––
Cornell Pochily Investment Advisors, Inc.4,614$1.05M0.50%––
Virtu Financial LLC4,638$1.06M0.07%––
BKD Wealth Advisors, LLC4,645$1.06M0.05%––
MidWestOne Financial Group, Inc.4,661$1.06M0.26%––
Parallel Advisors, LLC4,666$1.06M0.05%––
Archford Capital Strategies, LLC4,559$1.07M0.28%––
Federation des caisses Desjardins du Quebec4,696$1.07M0.01%––
Marco Investment Management LLC4,705$1.07M0.14%––
McDonald Partners LLC4,770$1.09M0.28%––
Transcend Wealth Collective, LLC4,801$1.10M0.13%––
Crossmark Global Holdings, Inc.4,838$1.10M0.03%––
Ancora Advisors, LLC4,853$1.11M0.03%––
Fairbanks Capital Management, Inc.4,867$1.11M0.94%––
Redpoint Investment Management Pty Ltd4,888$1.11M0.09%––
Executive Wealth Management, LLC4,892$1.11M0.13%––
Zevenbergen Capital Investments LLC4,915$1.12M0.02%––
Choate Investment Advisors4,931$1.12M0.07%––
Diamant Asset Management, Inc.4,945$1.13M0.99%––
Lowe Brockenbrough & Co Inc4,981$1.14M0.11%––
Algert Global LLC4,991$1.14M0.36%––
TBH Global Asset Management, LLC5,011$1.14M0.30%––
Atria Investments LLC5,019$1.14M0.03%––
Bridgefront Capital, LLC5,035$1.15M0.36%––
Advisor Partners LLC5,044$1.15M0.08%––
Venture Visionary Partners LLC5,082$1.16M0.10%––
Dynamic Technology Lab Private Ltd5,090$1.16M0.13%––
Cozad Asset Management Inc5,146$1.17M0.19%––
Jacobi Capital Management LLC5,147$1.17M0.17%––
Neumann Capital Management, LLC5,207$1.19M0.56%––
Garner Asset Management Corp5,268$1.20M0.63%––
Trust Investment Advisors5,271$1.20M1.18%––
Guardian Capital LP5,280$1.20M0.02%––
Atlantic Union Bankshares Corp5,288$1.21M0.12%––
Shelter Ins Retirement Plan5,300$1.21M0.62%––
Horizon Investments, LLC5,307$1.21M0.04%––
Brown Advisory Inc5,324$1.21M0.00%––
Sky Investment Group LLC5,330$1.22M0.29%––
Fiduciary Trust Co5,429$1.24M0.03%––
IBM Retirement Fund5,438$1.24M0.09%––
Aberdeen Wealth Management LLC5,475$1.25M0.99%––
Sigma Planning Corp5,507$1.26M0.04%––
Bryn Mawr Trust Co5,533$1.26M0.05%––
Shapiro Capital Management LLC5,530$1.26M0.02%––
Lipe & Dalton5,529$1.26M0.70%––
Kestra Private Wealth Services, LLC5,658$1.29M0.09%––
Caldwell Trust Co5,669$1.29M0.18%––
Bangor Savings Bank5,681$1.29M0.16%––
Strategic Wealth Partners, Ltd.5,702$1.30M0.52%––
BP PLC5,767$1.31M0.05%––
BDO Wealth Advisors, LLC5,829$1.33M0.16%––
Oppenheimer Asset Management Inc.5,834$1.33M0.02%––
Glenmede Trust Co NA5,851$1.33M0.01%––
Edmond de Rothschild Holding S.A.5,925$1.35M0.04%––
Wealth Advisors, Inc.5,700$1.36M0.55%––
Pinnacle Financial Partners Inc5,978$1.36M0.06%––
Sciencast Management LP6,103$1.36M0.27%––
Miller Investment Management, LP6,000$1.37M0.25%––
Grace Capital6,000$1.37M0.87%––
Schonfeld Strategic Advisors LLC6,000$1.37M0.02%––
Regentatlantic Capital LLC6,005$1.37M0.05%––
Cigna Investments Inc6,122$1.40M0.10%––
Benedict Financial Advisors Inc6,130$1.40M0.40%––
Wedbush Securities Inc6,164$1.41M0.08%––
Stratos Wealth Partners, LTD.6,316$1.44M0.04%––
American National Registered Investment Advisor, Inc.6,333$1.44M0.56%––
Cornercap Investment Counsel Inc6,355$1.45M0.16%––
Aevitas Wealth Management, Inc.6,384$1.46M1.02%––
IFP Advisors, Inc6,441$1.47M0.03%––