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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 206 | $48.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 214 | $50.0K | 0.03% | +49+29.7% | Added |
| West Paces Advisors Inc. | 219 | $51.2K | 0.02% | +65+42.2% | Added |
| Enterprise Financial Services Corp | 220 | $52.0K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 228 | $54.0K | 0.02% | −29−11.3% | Reduced |
| Brewin Dolphin Ltd | 238 | $55.7K | 0.00% | +8+3.5% | Added |
| Pin Oak Investment Advisors Inc | 240 | $56.0K | 0.06% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $57.0K | 0.00% | +245 | New |
| First Command Bank | 250 | $58.0K | 0.01% | −450−64.3% | Reduced |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | −450−64.3% | Reduced |
| Blume Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 256 | $59.0K | 0.02% | +167+187.6% | Added |
| Joseph P. Lucia & Associates, LLC | 260 | $61.0K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 290 | $63.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 275 | $64.0K | 0.01% | +200+266.7% | Added |
| Global Trust Asset Management, LLC | 280 | $65.0K | 0.03% | +225+409.1% | Added |
| Hall Laurie J Trustee | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $72.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 315 | $73.0K | 0.02% | +1+0.3% | Added |
| Concord Wealth Partners | 317 | $74.0K | 0.02% | +55+21.0% | Added |
| TSFG, LLC | 337 | $79.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 342 | $79.0K | 0.01% | +52+17.9% | Added |
| Eagle Bay Advisors LLC | 348 | $83.0K | 0.07% | +348 | New |
| Solstein Capital, LLC | 365 | $85.0K | 0.10% | −456−55.5% | Reduced |
| Evoke Wealth, LLC | 367 | $86.0K | 0.00% | +81+28.3% | Added |
| Parallax Volatility Advisers, L.P. | 372 | $87.0K | 0.00% | −23,982−98.5% | Reduced |
| Princeton Global Asset Management LLC | 385 | $90.0K | 0.03% | −25−6.1% | Reduced |
| South State Corp. | 390 | $91.0K | 0.01% | +215+122.9% | Added |
| Washington Trust Co | 393 | $92.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $93.6K | 0.05% | −90,800−99.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 402 | $94.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $94.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $94.0K | 0.03% | +400 | New |
| Key Financial Inc | 425 | $95.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 430 | $101.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 451 | $105.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 470 | $110.0K | 0.08% | +120+34.3% | Added |
| Prestige Wealth Management Group LLC | 477 | $111.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 484 | $113.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 498 | $116.0K | 0.01% | −51−9.3% | Reduced |
| Smithfield Trust Co | 497 | $117.0K | 0.01% | −20−3.9% | Reduced |
| C M Bidwell & Associates Ltd | 527 | $123.0K | 0.08% | +8+1.5% | Added |
| AdvisorNet Financial, Inc | 530 | $124.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 535 | $125.0K | 0.02% | −475−47.0% | Reduced |
| Tobam | 535 | $125.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 558 | $131.0K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 580 | $136.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 630 | $147.0K | 0.04% | +2+0.3% | Added |
| Quadrant Capital Group LLC | 632 | $148.0K | 0.02% | −56−8.1% | Reduced |
| Fortis Advisors, LLC | 631 | $148.0K | 0.09% | +630+63,000.0% | Added |
| Central Bank & Trust Co | 645 | $151.0K | 0.02% | +173+36.7% | Added |
| First Horizon Advisors, Inc. | 654 | $152.0K | 0.01% | +16+2.5% | Added |
| Spirit of America Management Corp | 650 | $152.0K | 0.03% | +500+333.3% | Added |
| Lindbrook Capital, LLC | 655 | $153.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 668 | $156.0K | 0.11% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 695 | $158.0K | 0.01% | −695−50.0% | Reduced |
| Archer Investment Corp | 680 | $159.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 694 | $162.0K | 0.00% | +97+16.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $170.0K | 0.12% | +325+81.3% | Added |
| Crescent Capital Consulting, LLC | 735 | $172.0K | 0.03% | −7−0.9% | Reduced |
| Pacitti Group Inc. | 740 | $173.0K | 0.10% | −25−3.3% | Reduced |
| Optimum Investment Advisors | 740 | $173.0K | 0.05% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 750 | $175.0K | 0.10% | +750 | New |
| Global Retirement Partners, LLC | 759 | $178.0K | 0.02% | +43+6.0% | Added |
| San Francisco Sentry Investment Group (Ca) | 773 | $181.0K | 0.09% | −343−30.7% | Reduced |
| Wealthstreet Investment Advisors, LLC | 800 | $187.0K | 0.97% | −8,206−91.1% | Reduced |
| M&R Capital Management Inc | 855 | $199.0K | 0.05% | 00.0% | Unchanged |
| Benin Management CORP | 860 | $201.0K | 0.06% | +860 | New |
| Thoroughbred Financial Services, LLC | 865 | $202.0K | 0.05% | +865 | New |
| Secure Asset Management, LLC | 868 | $203.0K | 0.10% | +868 | New |
| Chesapeake Wealth Management | 873 | $204.0K | 0.07% | −68−7.2% | Reduced |
| Allworth Financial LP | 873 | $204.0K | 0.00% | −22−2.5% | Reduced |
| Tranquility Partners, LLC | 871 | $204.0K | 0.11% | +871 | New |
| McLean Asset Management Corp | 925 | $207.0K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 885 | $207.0K | 0.00% | −26−2.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 899 | $210.0K | 0.01% | +899 | New |
| Baker Tilly Wealth Management, LLC | 899 | $210.0K | 0.03% | +899 | New |
| Wealth Architects, LLC | 900 | $211.0K | 0.04% | +5+0.6% | Added |
| First National Bank & Trust Co of Newtown | 908 | $212.0K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 906 | $212.0K | 0.05% | +2+0.2% | Added |
| Seneca Financial Advisors LLC | 910 | $212.8K | 0.14% | +3+0.3% | Added |
| Soltis Investment Advisors LLC | 915 | $214.0K | 0.03% | −22−2.3% | Reduced |
| Lake Street Advisors Group, LLC | 1,017 | $216.0K | 0.02% | −42−4.0% | Reduced |
| Monetary Management Group Inc | 925 | $216.0K | 0.07% | 00.0% | Unchanged |
| Allegiant Private Advisors, LLC | 928 | $217.0K | 0.04% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 933 | $218.0K | 0.02% | +933 | New |
| Columbia Trust Co 01012016 | 943 | $220.0K | 0.13% | −18−1.9% | Reduced |
| Equitable Holdings, Inc. | 954 | $223.0K | 0.00% | +954 | New |
| Formidable Asset Management, LLC | 995 | $224.0K | 0.05% | +1+0.1% | Added |
| CPWM, LLC | 957 | $224.0K | 0.02% | −3−0.3% | Reduced |
| Haverford Trust Co | 966 | $226.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 969 | $226.0K | 0.03% | +18+1.9% | Added |
| Creative Financial Designs Inc | 965 | $226.0K | 0.04% | +26+2.8% | Added |
| Hilltop Holdings Inc. | 967 | $226.0K | 0.03% | +967 | New |
| Capital Advisory Group Advisory Services, LLC | 975 | $228.0K | 0.08% | −42−4.1% | Reduced |
| Round Table Services, LLC | 978 | $229.0K | 0.05% | 00.0% | Unchanged |
| Cipher Capital LP | 986 | $231.0K | 0.13% | −28,758−96.7% | Reduced |
| NorthRock Partners, LLC | 997 | $233.0K | 0.02% | −29−2.8% | Reduced |
| US Financial Advisors, LLC | 1,000 | $234.0K | 0.11% | −1,000−50.0% | Reduced |
| German American Bancorp, Inc. | 1,000 | $234.0K | 0.04% | −5−0.5% | Reduced |