Skip to main content

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
Daiwa Securities Group Inc.8,854$2.02M0.02%––
Teza Capital Management LLC8,784$2.00M0.40%––
Renaissance Technologies LLC8,700$2.00M0.00%––
Sargent Bickham Lagudis LLC8,661$1.98M0.17%––
Edgestream Partners, L.P.8,584$1.96M0.11%––
B & T Capital Management DBA Alpha Capital Management8,522$1.94M0.50%––
Wunderlich Capital Managemnt8,512$1.94M1.06%––
Bessemer Group Inc8,438$1.92M0.00%––
Belpointe Asset Management LLC8,437$1.92M0.16%––
CX Institutional8,423$1.92M0.17%––
West Oak Capital, LLC8,395$1.91M0.82%––
Appleton Partners Inc8,311$1.90M0.18%––
Fernwood Investment Management, LLC8,226$1.88M0.69%––
Spire Wealth Management9,496$1.84M0.05%––
Pantheon Investment Group, LLC8,004$1.82M1.75%––
Advisory Services Network, LLC7,984$1.82M0.07%––
HCR Wealth Advisors7,979$1.82M0.36%––
Usca Ria LLC7,970$1.82M0.12%––
Prelude Capital Management, LLC7,911$1.80M0.13%––
Triangle Securities Wealth Management7,876$1.80M0.65%––
Burns J W & Co Inc7,866$1.79M0.30%––
Weld Capital Management LLC7,853$1.79M0.76%––
FineMark National Bank & Trust7,839$1.79M0.08%––
Northwestern Mutual Investment Management Company, LLC7,707$1.76M0.03%––
Deane Retirement Strategies, Inc.7,617$1.75M0.94%––
Achmea Investment Management B.V.7,666$1.75M0.06%––
Capital Analysts, LLC7,644$1.74M0.12%––
Magnolia Capital Management Ltd7,595$1.73M1.71%––
Hoertkorn Richard Charles7,500$1.71M0.84%––
Cambria Investment Management, L.P.7,449$1.70M0.34%––
American Portfolios Advisors7,441$1.70M0.07%––
Arrow Financial Corp7,378$1.68M0.22%––
Hudson Canyon Capital Management7,349$1.68M1.32%––
Laurel Wealth Advisors, Inc.7,252$1.65M0.25%––
Harbour Investments, Inc.7,246$1.65M0.06%––
Xponance, Inc.7,242$1.65M0.03%––
Oppenheimer & Co Inc7,205$1.64M0.03%––
Claybrook Capital, LLC7,195$1.64M0.95%––
Umb Bank N A7,144$1.63M0.04%––
Strategic Advisors LLC7,148$1.63M0.47%––
SWS Partners7,140$1.63M1.12%––
Independent Solutions Wealth Management, LLC7,075$1.61M0.44%––
Citizens National Bank Trust Department7,010$1.60M0.49%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,980$1.59M0.01%––
Wealth Advisors of Tampa Bay, LLC6,916$1.58M0.93%––
Pflug Koory, LLC6,829$1.56M0.86%––
Investment House LLC6,815$1.55M0.12%––
Altavista Wealth Management, Inc.6,789$1.55M0.38%––
Condor Capital Management6,743$1.54M0.18%––
Kingsview Wealth Management, LLC6,665$1.53M0.09%––
International Assets Investment Management, LLC6,805$1.52M0.14%––
Terra Nova Asset Management LLC6,655$1.52M1.34%––
TownSquare Capital, LLC6,647$1.51M0.06%––
PFS Investments Inc.6,590$1.50M0.04%––
Occidental Asset Management, LLC6,589$1.50M0.45%––
Mercer Global Advisors Inc6,508$1.48M0.01%––
CIBC Private Wealth Group, LLC6,468$1.48M0.00%––
Eidelman Virant Capital6,425$1.47M0.60%––
IFP Advisors, Inc6,441$1.47M0.03%––
Aevitas Wealth Management, Inc.6,384$1.46M1.02%––
Cornercap Investment Counsel Inc6,355$1.45M0.16%––
American National Registered Investment Advisor, Inc.6,333$1.44M0.56%––
Stratos Wealth Partners, LTD.6,316$1.44M0.04%––
Wedbush Securities Inc6,164$1.41M0.08%––
Benedict Financial Advisors Inc6,130$1.40M0.40%––
Cigna Investments Inc6,122$1.40M0.10%––
Regentatlantic Capital LLC6,005$1.37M0.05%––
Miller Investment Management, LP6,000$1.37M0.25%––
Grace Capital6,000$1.37M0.87%––
Schonfeld Strategic Advisors LLC6,000$1.37M0.02%––
Pinnacle Financial Partners Inc5,978$1.36M0.06%––
Sciencast Management LP6,103$1.36M0.27%––
Wealth Advisors, Inc.5,700$1.36M0.55%––
Edmond de Rothschild Holding S.A.5,925$1.35M0.04%––
Glenmede Trust Co NA5,851$1.33M0.01%––
Oppenheimer Asset Management Inc.5,834$1.33M0.02%––
BDO Wealth Advisors, LLC5,829$1.33M0.16%––
BP PLC5,767$1.31M0.05%––
Strategic Wealth Partners, Ltd.5,702$1.30M0.52%––
Bangor Savings Bank5,681$1.29M0.16%––
Caldwell Trust Co5,669$1.29M0.18%––
Kestra Private Wealth Services, LLC5,658$1.29M0.09%––
Bryn Mawr Trust Co5,533$1.26M0.05%––
Shapiro Capital Management LLC5,530$1.26M0.02%––
Lipe & Dalton5,529$1.26M0.70%––
Sigma Planning Corp5,507$1.26M0.04%––
Aberdeen Wealth Management LLC5,475$1.25M0.99%––
IBM Retirement Fund5,438$1.24M0.09%––
Fiduciary Trust Co5,429$1.24M0.03%––
Sky Investment Group LLC5,330$1.22M0.29%––
Brown Advisory Inc5,324$1.21M0.00%––
Horizon Investments, LLC5,307$1.21M0.04%––
Shelter Ins Retirement Plan5,300$1.21M0.62%––
Atlantic Union Bankshares Corp5,288$1.21M0.12%––
Guardian Capital LP5,280$1.20M0.02%––
Trust Investment Advisors5,271$1.20M1.18%––
Garner Asset Management Corp5,268$1.20M0.63%––
Neumann Capital Management, LLC5,207$1.19M0.56%––
Cozad Asset Management Inc5,146$1.17M0.19%––
Jacobi Capital Management LLC5,147$1.17M0.17%––