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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
Financial Architects, Inc1,945$443.0K0.07%––
Verition Fund Management LLC1,931$440.0K0.01%––
Gulf International Bank (UK) Ltd1,930$440.0K0.01%––
Obermeyer Wood Investment Counsel, LLLP1,923$438.0K0.03%––
Greenleaf Trust1,914$436.0K0.01%––
RDA Financial Network1,900$433.0K0.19%––
Nikulski Financial, Inc.1,895$432.0K0.22%––
Boenning & Scattergood, Inc.1,877$428.0K0.08%––
Wealthcare Advisory Partners LLC1,873$427.0K0.03%––
Schwarz Dygos Wheeler Investment Advisors LLC1,863$425.0K0.18%––
Aries Wealth Management1,852$424.0K0.19%––
E&G Advisors, LP1,850$422.0K0.12%––
United Capital Financial Advisers, LLC1,845$421.0K0.00%––
Aristotle Atlantic Partners, LLC1,848$421.0K0.03%––
Regions Financial Corp1,841$420.0K0.00%––
Curbstone Financial Management Corp1,814$414.0K0.08%––
Sentry Investment Management LLC1,811$413.0K0.11%––
Corient Capital Partners, LLC1,813$413.0K0.04%––
Grove Bank & Trust1,808$412.0K0.10%––
United Bank1,800$410.0K0.06%––
Mayflower Financial Advisors, LLC1,786$407.0K0.06%––
Stratos Wealth Advisors, LLC1,778$405.0K0.04%––
Chicago Trust Co NA1,770$404.0K0.14%––
Geier Asset Management, Inc.1,644$400.0K0.29%––
Prudent Man Advisors, LLC1,748$399.0K0.17%––
M Holdings Securities, Inc.1,738$396.0K0.04%––
Probity Advisors, Inc.1,734$395.0K0.09%––
Clare Market Investments LLC1,728$394.4K0.15%––
Probabilities Fund Management, LLC1,724$393.0K0.86%––
Gilbert & Cook, Inc.1,723$393.0K0.08%––
Procyon Private Wealth Partners, LLC1,721$392.0K0.18%––
CWM, LLC1,666$390.0K0.00%––
JustInvest LLC1,710$390.0K0.06%––
Manchester Capital Management LLC1,698$387.0K0.06%––
Doyle Wealth Management1,699$387.0K0.04%––
Bluestein R H & Co1,680$383.0K0.02%––
Fukoku Mutual Life Insurance Co1,680$383.0K0.04%––
NuWave Investment Management, LLC1,680$383.0K0.48%––
Private Portfolio Partners LLC1,674$381.7K0.12%––
Jacobsen Capital Management1,665$380.0K0.21%––
Atlas Capital Advisors LLC1,660$378.5K0.07%––
Moseley Investment Management Inc1,654$377.0K0.21%––
Stevens Capital Management LP1,641$374.0K0.21%––
Fortem Financial Group, LLC1,617$369.0K0.21%––
Murphy Capital Management Inc1,610$367.0K0.05%––
Checchi Capital Advisers, LLC1,607$366.0K0.05%––
Lee Financial Co1,600$365.0K0.09%––
Taylor, Cottrill, Erickson & Associates, Inc.1,593$363.0K0.06%––
Swiss Life Asset Management Ltd1,580$360.1K0.01%––
Voya Financial Advisors, Inc.1,537$360.0K0.01%––
Alesco Advisors LLC1,571$358.0K0.01%––
Hennion & Walsh Asset Management, Inc.1,564$357.0K0.02%––
Anchor Investment Management, LLC1,562$356.1K0.05%––
Wetherby Asset Management Inc1,563$356.0K0.03%––
Pendal Group Limited1,542$352.0K0.00%––
Patten Group, Inc.1,545$352.0K0.11%––
Penobscot Investment Management Company, Inc.1,540$351.0K0.06%––
Menard Financial Group LLC1,533$350.0K0.38%––
Reynders McVeigh Capital Management, LLC1,528$348.0K0.02%––
X-Square Capital, LLC1,528$348.0K0.16%––
Waldron Private Wealth LLC1,521$346.0K0.02%––
Farley Capital L.P.1,500$342.0K0.33%––
RiverGlades Family Offices LLC1,500$342.0K0.28%––
B. Riley Wealth Management, Inc.1,497$341.0K0.04%––
Colony Group LLC1,488$339.0K0.01%––
Newman Dignan & Sheerar, Inc.1,489$339.0K0.13%––
Conning Inc.1,481$338.0K0.01%––
Alps Advisors Inc1,470$335.0K0.00%––
XML Financial, LLC1,466$334.0K0.08%––
Bellevue Group AG1,459$333.0K0.00%––
Cidel Asset Management Inc1,450$331.0K0.01%––
Vectors Research Management, LLC1,452$331.0K0.09%––
Quantinno Capital Management LP1,451$331.0K0.36%––
Assetmark, Inc1,438$328.0K0.00%––
Berkeley Capital Partners, LLC1,429$326.0K0.16%––
Csenge Advisory Group1,451$325.0K0.03%––
Henshaw Capital LLC1,412$321.9K0.02%––
Sheaff Brock Investment Advisors, LLC1,406$321.0K0.03%––
Mutual Advisors, LLC1,405$320.0K0.02%––
King Luther Capital Management Corp1,400$319.0K0.00%––
Clearstead Advisors, LLC1,388$317.0K0.03%––
Eubel Brady & Suttman Asset Management Inc1,390$316.0K0.03%––
Main Street Research LLC1,384$316.0K0.03%––
Avantax Planning Partners, Inc.1,370$312.0K0.02%––
Signet Investment Advisory Group, Inc.1,356$309.0K0.24%––
Sound View Wealth Advisors Group, LLC1,357$309.0K0.07%––
Weybosset Research & Management LLC1,350$308.0K0.13%––
FinTrust Capital Advisors, LLC1,349$307.0K0.09%––
Alhambra Investment Partners LLC1,335$304.0K0.25%––
Shell Asset Management Co1,331$303.0K0.01%––
Intrua Financial, LLC1,273$303.0K0.08%––
Riverview Trust Co1,325$302.0K0.34%––
V Wealth Advisors LLC1,315$300.0K0.06%––
Parametrica Management Ltd1,277$298.0K0.14%––
Mission Wealth Management, LP1,303$297.0K0.02%––
MACRO Consulting Group1,303$297.0K0.16%––
NEXT Financial Group, Inc1,296$296.0K0.03%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,299$295.0K0.03%––
Chatham Capital Group, Inc.1,290$294.0K0.06%––
Gateway Investment Advisers LLC1,291$294.0K0.00%––