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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
J.W. Cole Advisors, Inc.1,291$294.0K0.03%––
Orion Portfolio Solutions, LLC1,286$293.0K0.01%––
North Star Investment Management Corp.1,272$290.0K0.03%––
Derby & Company, Inc1,260$287.0K0.06%––
Independent Advisor Alliance1,261$287.0K0.02%––
Summit X, LLC1,244$286.0K0.08%––
Hills Bank & Trust Co1,240$283.0K0.05%––
Monarch Capital Management Inc1,207$275.0K0.08%––
Knights of Columbus Asset Advisors LLC1,207$275.0K0.03%––
Armbruster Capital Management, Inc.1,196$273.0K0.08%––
Flagship Harbor Advisors, LLC1,199$273.0K0.03%––
Callahan Advisors, LLC1,194$272.0K0.04%––
CAPROCK Group, Inc.1,171$267.0K0.03%––
Carlson Capital Management1,166$266.0K0.05%––
Diversified Trust Co1,164$265.0K0.01%––
Accel Wealth Management1,155$264.0K0.21%––
Clarius Group, LLC1,146$261.0K0.03%––
GFS Advisors, LLC1,125$256.0K0.06%––
San Francisco Sentry Investment Group (Ca)1,116$255.0K0.11%––
Shelton Capital Management1,109$253.0K0.01%––
3D/L Capital Management, LLC1,110$253.0K0.06%––
Proequities, Inc.1,099$251.0K0.02%––
Yorktown Management & Research Co Inc1,100$251.0K0.21%––
Barry Investment Advisors, LLC1,102$251.0K0.07%––
ICW Investment Advisors LLC1,100$251.0K0.17%––
Tufton Capital Management1,100$250.0K0.04%––
Wade G W & Inc1,089$248.0K0.01%––
Fox Run Management, L.L.C.1,083$247.0K0.45%––
Lake Street Advisors Group, LLC1,059$242.0K0.02%––
Sonora Investment Management, LLC1,055$241.0K0.02%––
Searle & Co.1,050$239.0K0.11%––
Frontier Wealth Management LLC1,046$239.0K0.02%––
Coldstream Capital Management Inc1,038$237.0K0.01%––
Welch Group, LLC1,041$237.0K0.02%––
Trustcore Financial Services, LLC1,036$236.0K0.03%––
Knuff & Co LLC1,036$236.0K0.10%––
Psagot Investment House Ltd.1,031$235.0K0.01%––
Wealth Advisors of Iowa, LLC1,031$235.0K0.13%––
Hillman Capital Management, Inc.1,025$234.0K0.10%––
O'Shaughnessy Asset Management, LLC1,026$234.0K0.01%––
AdvisorShares Investments LLC1,027$234.0K0.03%––
NorthRock Partners, LLC1,026$234.0K0.02%––
9258 Wealth Management, LLC1,028$234.0K0.07%––
Hobart Private Capital, LLC1,024$233.5K0.10%––
Capital Advisory Group Advisory Services, LLC1,017$232.0K0.09%––
Farr Miller & Washington LLC1,007$230.0K0.02%––
FourThought Financial, LLC1,010$230.0K0.03%––
German American Bancorp, Inc.1,005$229.0K0.04%––
Goodwin Daniel L1,003$229.0K0.12%––
WealthStone, Inc.1,007$229.0K0.08%––
Formidable Asset Management, LLC994$229.0K0.05%––
Westwood Management Corp1,000$228.0K0.02%––
Deroy & Devereaux Private Investment Counsel Inc1,000$228.0K0.02%––
LBMC Investment Advisors, LLC1,000$228.0K0.02%––
Cito Capital Group, LLC1,000$228.0K0.11%––
Buckley Wealth Management, LLC1,000$228.0K0.08%––
Wilkinson Global Asset Management LLC1,000$228.0K0.01%––
BEAM Asset Management, LLC1,000$228.0K0.20%––
FDx Advisors, Inc.984$224.0K0.01%––
Round Table Services, LLC978$223.0K0.05%––
Edge Capital Group, LLC976$223.0K0.02%––
StoneX Group Inc.971$221.0K0.04%––
Haverford Trust Co966$220.0K0.00%––
McLean Asset Management Corp925$220.0K0.17%––
CPWM, LLC960$219.0K0.02%––
Columbia Trust Co 01012016961$218.0K0.14%––
Arkadios Wealth Advisors951$217.0K0.04%––
ETF Managers Group, LLC925$216.0K0.00%––
Signaturefd, LLC943$215.0K0.01%––
Chesapeake Wealth Management941$215.0K0.07%––
Credential Qtrade Securities Inc.940$214.3K0.02%––
Creative Financial Designs Inc939$214.0K0.04%––
Soltis Investment Advisors LLC937$214.0K0.04%––
180 Wealth Advisors, LLC897$213.0K0.05%––
Hancock Whitney Corp933$212.0K0.01%––
Allegiant Private Advisors, LLC928$212.0K0.04%––
Monetary Management Group Inc925$211.0K0.07%––
Williams Jones Wealth Management, LLC.911$208.0K0.00%––
First National Bank & Trust Co of Newtown908$207.0K0.05%––
Modus Advisors, LLC908$207.0K0.10%––
Seneca Financial Advisors LLC907$206.8K0.15%––
SlateStone Wealth, LLC904$206.0K0.05%––
Clear Street Markets LLC900$205.0K0.06%––
Ieq Capital, LLC898$205.0K0.01%––
qPULA Trading Management LP900$205.0K0.43%––
Focus Financial Network, Inc.897$204.5K0.02%––
Allworth Financial LP895$204.0K0.00%––
Wealth Architects, LLC895$204.0K0.04%––
VisionPoint Advisory Group, LLC875$200.0K0.10%––
M&R Capital Management Inc855$194.0K0.05%––
Nomura Holdings Inc833$190.0K0.00%––
Solstein Capital, LLC821$187.0K0.25%––
CNB Bank812$185.0K0.13%––
Leelyn Smith, LLC798$182.0K0.05%––
Pacitti Group Inc.765$174.0K0.11%––
Advisors Asset Management, Inc.754$171.9K0.00%––
Crescent Capital Consulting, LLC742$170.0K0.04%––
Optimum Investment Advisors740$169.0K0.05%––
Global Retirement Partners, LLC716$163.0K0.02%––
First Command Bank700$160.0K0.03%––