Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q2 2021

Institutional positions in Constellation Brands, Inc. as of Jun 30, 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: 1,156; +4 vs. Q1 2021
Shares held: 136.9M; −1.61M (−1.2%) vs. Q1 2021
Total value: $32.0B; +$454.2M (+1.4%) vs. Q1 2021
New holders: 88; 507 more added
Sold out: 84; 367 more reduced

7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,156 institutions

Value heldQ2 2021: $32.0B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$20.1B
Q1 2026	1,050	$21.5B
Q4 2025	1,045	$20.1B
Q3 2025	1,046	$19.0B
Q2 2025	1,132	$24.0B
Q1 2025	1,179	$27.0B
Q4 2024	1,340	$32.3B
Q3 2024	1,326	$37.3B
Q2 2024	1,342	$37.5B
Q1 2024	1,323	$39.6B
Q4 2023	1,300	$34.1B
Q3 2023	1,256	$35.8B
Q2 2023	1,229	$35.2B
Q1 2023	1,192	$31.3B
Q4 2022	1,259	$31.7B
Q3 2022	1,216	$30.5B
Q2 2022	1,219	$30.3B
Q1 2022	1,206	$31.1B
Q4 2021	1,232	$33.9B
Q3 2021	1,134	$27.9B
Q2 2021	1,156	$32.0B
Q1 2021	1,159	$31.8B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2021.

Institutions holding STZ in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Moisand Fitzgerald Tamayo, LLC	2	$0	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	2	$0	0.00%	+2	New
Newbridge Financial Services Group, Inc.	1	$0	0.00%	+1	New
Exane Derivatives	3	$676	0.00%	00.0%	Unchanged
Arcadia Investment Advisors LLC	4	$936	0.00%	+4	New
Plante Moran Financial Advisors, LLC	3	$1.00K	0.00%	−357−99.2%	Reduced
Carolinas Wealth Consulting LLC	5	$1.00K	0.00%	−82−94.3%	Reduced
Gemmer Asset Management LLC	6	$1.00K	0.00%	−17−73.9%	Reduced
Atwood & Palmer Inc	5	$1.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	3	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$1.00K	0.00%	00.0%	Unchanged
Ford Financial Group, LLC	7	$1.00K	0.00%	+7	New
PEAK6 Investments LLC	4	$1.00K	0.00%	+4	New
Jones Financial Companies LLLP	9	$2.00K	0.00%	−4−30.8%	Reduced
Horizon Financial Services, LLC	10	$2.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	8	$2.00K	0.00%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	8	$2.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	9	$2.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	10	$2.00K	0.00%	00.0%	Unchanged
Personal Wealth Partners	9	$2.00K	0.00%	+9	New
SOA Wealth Advisors, LLC.	15	$3.00K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	17	$4.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	15	$4.00K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	15	$4.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	15	$4.00K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	20	$5.00K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	24	$6.00K	0.00%	−53−68.8%	Reduced
Flagship Private Wealth, LLC	27	$6.15K	0.00%	+27	New
HighMark Wealth Management LLC	28	$7.00K	0.01%	−7−20.0%	Reduced
Baystate Wealth Management LLC	30	$7.00K	0.00%	00.0%	Unchanged
Hoover Financial Advisors, Inc.	32	$7.00K	0.00%	00.0%	Unchanged
Resolute Partners Group	29	$7.00K	0.00%	00.0%	Unchanged
Savior LLC	29	$7.00K	0.01%	+3+11.5%	Added
TD Capital Management LLC	30	$7.00K	0.00%	+30	New
Raffa Wealth Management, LLC	33	$7.72K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	35	$8.00K	0.00%	+29+483.3%	Added
Benjamin Edwards Inc	40	$9.00K	0.01%	00.0%	Unchanged
Retirement Group, LLC	40	$9.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$9.00K	0.01%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	40	$9.00K	0.00%	+20+100.0%	Added
Centerpoint Advisors, LLC	44	$10.0K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	43	$10.0K	0.00%	+43	New
Financial Management Professionals, Inc.	47	$11.0K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	49	$11.0K	0.00%	00.0%	Unchanged
MD Financial Management Inc.	45	$11.0K	0.00%	00.0%	Unchanged
WealthShield Partners, LLC	45	$11.0K	0.00%	+21+87.5%	Added
Focused Wealth Management, Inc	51	$12.0K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	50	$12.0K	0.00%	00.0%	Unchanged
First PREMIER Bank	50	$12.0K	0.00%	00.0%	Unchanged
Gradient Investments LLC	56	$13.0K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	56	$13.0K	0.00%	00.0%	Unchanged
Summit Wealth Group, LLC	55	$13.0K	0.02%	00.0%	Unchanged
TCI Wealth Advisors, Inc.	55	$13.0K	0.00%	+7+14.6%	Added
SRS Capital Advisors, Inc.	57	$13.0K	0.00%	+57	New
Carmichael Hill & Associates, Inc.	60	$14.0K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	59	$14.0K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	62	$14.5K	0.01%	00.0%	Unchanged
HHM Wealth Advisors, LLC	63	$15.0K	0.00%	00.0%	Unchanged
Brewin Dolphin Wealth Management Ltd	65	$15.2K	0.00%	00.0%	Unchanged
Earnest Partners LLC	73	$17.0K	0.00%	00.0%	Unchanged
Wealth Quarterback LLC	69	$17.0K	0.01%	+69	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	81	$18.9K	0.02%	00.0%	Unchanged
Hanson & Doremus Investment Management	100	$19.0K	0.01%	−23−18.7%	Reduced
Tarbox Family Office, Inc.	86	$20.0K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	90	$21.0K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	93	$22.0K	0.00%	+93	New
Endurance Wealth Management, Inc.	100	$23.0K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$23.0K	0.01%	00.0%	Unchanged
Fieldpoint Private Securities, LLC	118	$26.0K	0.01%	00.0%	Unchanged
Rockbridge Investment Management, LCC	113	$26.0K	0.00%	00.0%	Unchanged
Investors Research Corp	110	$26.0K	0.01%	00.0%	Unchanged
Credit Agricole S A	126	$29.0K	0.00%	−318−71.6%	Reduced
Column Capital Advisors, LLC	130	$30.0K	0.01%	00.0%	Unchanged
Glassman Wealth Services	126	$30.0K	0.01%	+18+16.7%	Added
Center for Financial Planning, Inc.	135	$32.0K	0.01%	+100+285.7%	Added
JNBA Financial Advisors	142	$33.0K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	139	$33.0K	0.02%	00.0%	Unchanged
Itau Unibanco Holding S.A.	142	$33.0K	0.00%	+142	New
CVA Family Office, LLC	145	$34.0K	0.01%	+15+11.5%	Added
Private Ocean, LLC	146	$34.0K	0.00%	+21+16.8%	Added
Clearview Wealth Advisors LLC	149	$35.0K	0.02%	−45−23.2%	Reduced
First Manhattan Co	150	$35.0K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	150	$35.1K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	155	$36.0K	0.00%	+83+115.3%	Added
Johnson Financial Group, Inc.	160	$37.0K	0.00%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	158	$37.0K	0.01%	+100+172.4%	Added
Truvestments Capital LLC	160	$38.0K	0.02%	−150−48.4%	Reduced
Patriot Financial Group Insurance Agency, LLC	168	$39.0K	0.01%	−5−2.9%	Reduced
Kelly Lawrence W & Associates Inc	170	$40.0K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	170	$40.0K	0.01%	+1+0.6%	Added
Parkside Financial Bank & Trust	169	$40.0K	0.01%	+15+9.7%	Added
Capital Directions Investment Advisors, LLC	170	$40.0K	0.01%	+170	New
Private Capital Group, LLC	181	$42.0K	0.01%	+14+8.4%	Added
Glen Eagle Advisors, LLC	188	$44.0K	0.01%	00.0%	Unchanged
Leelyn Smith, LLC	189	$44.0K	0.01%	−609−76.3%	Reduced
Ogorek Anthony Joseph	199	$46.0K	0.02%	+1+0.5%	Added
Financial Insights, Inc.	200	$46.8K	0.04%	+200	New
Ade, LLC	200	$47.0K	0.04%	00.0%	Unchanged