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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
Sequoia Financial Advisors, LLC3,025$690.0K0.03%––
DuPont Capital Management Corp3,012$687.0K0.02%––
Harbor Investment Advisory, LLC3,007$686.0K0.10%––
Gamco Investors, Inc. Et Al3,000$684.0K0.01%––
Community Capital Management, Inc.3,000$684.0K0.76%––
Banque Cantonale Vaudoise2,983$680.0K0.03%––
Ballast, Inc.2,974$678.0K0.33%––
Wealthspire Advisors, LLC2,966$676.0K0.02%––
Boston Private Wealth LLC2,956$674.0K0.01%––
Perigon Wealth Management, LLC2,951$673.0K0.07%––
Chicago Capital, LLC2,946$672.0K0.03%––
XTX Topco Ltd2,915$665.0K0.32%––
Paloma Partners Management Co2,901$661.0K0.02%––
Leonteq Securities AG2,871$654.6K0.04%––
TLWM2,872$654.0K0.25%––
Bamco Inc2,855$651.0K0.00%––
Moneta Group Investment Advisors LLC2,851$650.0K0.03%––
Douglass Winthrop Advisors, LLC2,833$646.0K0.02%––
Highlander Capital Management, LLC1,900$642.0K0.34%––
Global Wealth Management Investment Advisory, Inc.2,803$639.0K0.23%––
Washington Capital Management Inc2,800$638.0K0.59%––
Intact Investment Management Inc.2,800$638.0K0.02%––
Seven Eight Capital, LP2,910$637.0K0.15%––
Keybank National Association2,765$630.0K0.00%––
Brookstone Capital Management2,733$623.0K0.02%––
Tributary Capital Management, LLC2,710$618.0K0.05%––
Independent Financial Group, LLC2,707$617.4K0.08%––
Navalign, LLC2,705$617.0K0.27%––
Resources Investment Advisors, LLC.2,689$613.0K0.03%––
Diametric Capital, LP2,684$612.0K0.47%––
Meridian Wealth Management, LLC2,673$609.0K0.09%––
Vestmark Advisory Solutions, Inc.2,630$600.0K0.05%––
Banque Pictet & Cie SA2,610$595.0K0.01%––
Bank Hapoalim BM2,600$593.0K0.08%––
Copperwynd Financial, LLC2,603$593.0K0.27%––
Profund Advisors LLC2,598$592.0K0.02%––
Raymond James Trust N.A.2,589$591.0K0.02%––
Gilman Hill Asset Management, LLC2,570$586.0K0.16%––
Tru Independence Asset Management 2, LLC2,556$583.0K0.46%––
Roanoke Asset Management Corp2,550$581.0K0.25%––
IHT Wealth Management, LLC2,547$581.0K0.04%––
Park National Corp2,539$579.0K0.03%––
Community Bank, N.A.2,525$576.0K0.07%––
Livforsakringsbolaget Skandia, Omsesidigt2,518$574.0K0.04%––
Laidlaw Wealth Management LLC2,512$573.0K0.20%––
WBH Advisory Inc2,493$568.0K0.09%––
Patriot Investment Management Inc.2,480$565.0K0.06%––
Sonata Capital Group Inc2,450$559.0K0.27%––
44 Wealth Management LLC2,451$559.0K0.23%––
WealthTrust Axiom LLC2,450$558.0K0.19%––
Allred Capital Management, LLC2,434$554.9K0.25%––
We Are One Seven, LLC2,419$551.0K0.09%––
Arnhold LLC2,400$547.0K0.07%––
Benjamin F. Edwards & Company, Inc.2,361$538.0K0.03%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,353$536.0K0.01%––
Ameritas Investment Partners, Inc.2,353$536.0K0.02%––
Mid Atlantic Financial Management Inc2,337$533.0K0.04%––
ProVise Management Group, LLC2,327$531.0K0.06%––
Aureus Asset Management, LLC2,327$531.0K0.04%––
HNP Capital LLC2,298$524.0K0.16%––
Meeder Asset Management Inc2,291$522.0K0.03%––
Cooper/Haims Advisors, LLC2,280$520.0K0.37%––
Boston Family Office LLC2,277$519.0K0.04%––
Calton & Associates, Inc.2,271$518.0K0.10%––
Pratt Collard Advisory Partners LLC2,270$518.0K0.37%––
Lokken Investment Group LLC2,265$516.0K0.46%––
Wealth Alliance2,261$515.0K0.14%––
Symmetry Partners, LLC2,247$512.0K0.04%––
Johnson Investment Counsel Inc2,242$511.0K0.01%––
First Midwest Bank Trust Division2,213$505.0K0.07%––
Vident Investment Advisory, LLC2,211$504.0K0.02%––
Legacy Bridge, LLC2,190$499.0K0.32%––
HBK Investments L P2,161$493.0K0.01%––
HighPoint Advisor Group LLC2,191$491.0K0.06%––
Koshinski Asset Management, Inc.2,146$489.0K0.05%––
Financial Advocates Investment Management2,135$487.0K0.04%––
MONECO Advisors, LLC2,133$486.0K0.24%––
First Hawaiian Bank2,117$483.0K0.02%––
Ci Investments Inc.2,112$482.0K0.00%––
First Horizon Corp2,101$479.0K0.05%––
Capstone Investment Advisors, LLC2,097$478.0K0.01%––
Wealthfront Advisers LLC2,086$476.0K0.00%––
Keebeck Wealth Management, LLC2,081$474.0K0.07%––
Tempus Wealth Planning, LLC2,077$474.0K0.50%––
Collective Family Office LLC2,076$473.0K0.23%––
Lincoln National Corp2,067$471.0K0.01%––
Comerica Securities,inc.2,066$471.0K0.04%––
Asahi Life Asset Management Co., Ltd.2,040$465.0K0.06%––
Texas Yale Capital Corp.2,033$464.0K0.03%––
Lake Street Financial LLC2,031$463.0K0.13%––
Segall Bryant & Hamill, LLC2,019$460.0K0.00%––
Tiemann Investment Advisors, LLC2,013$459.0K0.23%––
Balyasny Asset Management LLC2,007$458.0K0.00%––
Capital Investment Advisory Services, LLC2,009$458.0K0.06%––
US Financial Advisors, LLC2,000$456.0K0.13%––
Western Wealth Management, LLC2,001$456.0K0.06%––
Legacy Wealth Management, LLC2,000$456.0K0.28%––
Cresset Asset Management, LLC1,981$451.0K0.01%––
Beaumont Financial Partners, LLC1,959$447.0K0.04%––
Ninepoint Partners LP1,952$445.0K0.32%––