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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $234.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $234.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $234.0K | 0.08% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $234.0K | 0.20% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,000 | $234.0K | 0.10% | +1,000 | New |
| Goodwin Daniel L | 1,003 | $235.0K | 0.11% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 1,007 | $236.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,017 | $238.0K | 0.01% | +74+7.8% | Added |
| Shell Asset Management Co | 1,020 | $239.0K | 0.00% | −311−23.4% | Reduced |
| Trustcore Financial Services, LLC | 1,021 | $239.0K | 0.03% | −15−1.4% | Reduced |
| AdvisorShares Investments LLC | 1,027 | $240.0K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,025 | $240.0K | 0.02% | +25+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,028 | $240.0K | 0.00% | +525+104.4% | Added |
| Sonora Investment Management, LLC | 1,031 | $241.0K | 0.03% | −24−2.3% | Reduced |
| Psagot Investment House Ltd. | 1,031 | $241.0K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,031 | $241.0K | 0.13% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,036 | $242.0K | 0.09% | 00.0% | Unchanged |
| Welch Group, LLC | 1,041 | $244.0K | 0.02% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 1,046 | $245.0K | 0.09% | +21+2.0% | Added |
| Searle & Co. | 1,050 | $246.0K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,062 | $248.0K | 0.01% | +24+2.3% | Added |
| Credential Qtrade Securities Inc. | 1,068 | $249.8K | 0.02% | +128+13.6% | Added |
| Modus Advisors, LLC | 1,071 | $250.0K | 0.11% | +163+18.0% | Added |
| Vantage Consulting Group Inc | 1,068 | $250.0K | 0.04% | +1,068 | New |
| Horizon Investments, LLC | 1,077 | $251.0K | 0.01% | −4,230−79.7% | Reduced |
| NEXT Financial Group, Inc | 1,092 | $255.0K | 0.02% | −204−15.7% | Reduced |
| Two Sigma Securities, LLC | 1,092 | $255.0K | 0.06% | +1,092 | New |
| Yorktown Management & Research Co Inc | 1,100 | $257.0K | 0.20% | 00.0% | Unchanged |
| South Street Advisors LLC | 1,100 | $257.0K | 0.05% | +1,100 | New |
| ICW Investment Advisors LLC | 1,104 | $258.0K | 0.17% | +4+0.4% | Added |
| Clear Street Markets LLC | 1,105 | $258.0K | 0.05% | +205+22.8% | Added |
| Shelton Capital Management | 1,109 | $259.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,108 | $259.0K | 0.07% | +6+0.5% | Added |
| 3D/L Capital Management, LLC | 1,113 | $260.0K | 0.06% | +3+0.3% | Added |
| Independent Advisor Alliance | 1,133 | $265.0K | 0.01% | −128−10.2% | Reduced |
| Ieq Capital, LLC | 1,139 | $266.0K | 0.01% | +241+26.8% | Added |
| FDx Advisors, Inc. | 1,145 | $268.0K | 0.01% | +161+16.4% | Added |
| Accurate Wealth Management, LLC | 1,145 | $268.0K | 0.24% | +1,145 | New |
| CNB Bank | 1,156 | $270.0K | 0.17% | +344+42.4% | Added |
| Intrua Financial, LLC | 1,273 | $272.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,172 | $274.0K | 0.02% | +26+2.3% | Added |
| 9258 Wealth Management, LLC | 1,170 | $274.0K | 0.07% | +142+13.8% | Added |
| Knights of Columbus Asset Advisors LLC | 1,176 | $275.0K | 0.03% | −31−2.6% | Reduced |
| Carlson Capital Management | 1,175 | $275.0K | 0.04% | +9+0.8% | Added |
| Proequities, Inc. | 1,180 | $276.0K | 0.02% | +81+7.4% | Added |
| Callahan Advisors, LLC | 1,194 | $279.0K | 0.04% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,196 | $280.0K | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,202 | $281.0K | 0.01% | −101−7.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,207 | $281.0K | 0.03% | −92−7.1% | Reduced |
| Monarch Capital Management Inc | 1,207 | $282.0K | 0.08% | 00.0% | Unchanged |
| Wade G W & Inc | 1,215 | $284.0K | 0.01% | +126+11.6% | Added |
| Nwam LLC | 1,229 | $288.0K | 0.03% | −2,339−65.6% | Reduced |
| StoneX Group Inc. | 1,233 | $288.0K | 0.04% | +262+27.0% | Added |
| Hills Bank & Trust Co | 1,238 | $290.0K | 0.04% | −2−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 1,250 | $292.0K | 0.16% | +1,250 | New |
| Gateway Investment Advisers LLC | 1,253 | $293.0K | 0.00% | −38−2.9% | Reduced |
| Summit X, LLC | 1,244 | $293.0K | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,258 | $294.0K | 0.05% | +1,258 | New |
| Derby & Company, Inc | 1,260 | $295.0K | 0.06% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 1,277 | $299.0K | 0.03% | −220−14.7% | Reduced |
| Conning Inc. | 1,280 | $299.0K | 0.01% | −201−13.6% | Reduced |
| Chatham Capital Group, Inc. | 1,290 | $302.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 1,308 | $306.0K | 0.20% | +153+13.2% | Added |
| Riverview Trust Co | 1,325 | $310.0K | 0.33% | 00.0% | Unchanged |
| MACRO Consulting Group | 1,327 | $311.0K | 0.16% | +24+1.8% | Added |
| Alhambra Investment Partners LLC | 1,335 | $312.0K | 0.23% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,332 | $312.0K | 0.03% | +161+13.7% | Added |
| FinTrust Capital Advisors, LLC | 1,349 | $316.0K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,355 | $317.0K | 0.07% | −2−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,355 | $317.0K | 0.03% | +156+13.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,358 | $318.0K | 0.01% | +332+32.4% | Added |
| Frontier Wealth Management LLC | 1,373 | $321.0K | 0.02% | +327+31.3% | Added |
| J.W. Cole Advisors, Inc. | 1,391 | $325.0K | 0.03% | +100+7.7% | Added |
| King Luther Capital Management Corp | 1,400 | $327.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,407 | $329.0K | 0.03% | +19+1.4% | Added |
| Henshaw Capital LLC | 1,412 | $330.3K | 0.02% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,429 | $334.0K | 0.02% | −99−6.5% | Reduced |
| XML Financial, LLC | 1,434 | $335.0K | 0.07% | −32−2.2% | Reduced |
| Eidelman Virant Capital | 1,450 | $339.0K | 0.13% | −4,975−77.4% | Reduced |
| Waldron Private Wealth LLC | 1,454 | $340.0K | 0.02% | −67−4.4% | Reduced |
| Bellevue Group AG | 1,459 | $341.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,470 | $344.0K | 0.00% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,475 | $345.0K | 0.14% | +125+9.3% | Added |
| Clare Market Investments LLC | 1,483 | $347.0K | 0.11% | −245−14.2% | Reduced |
| Cidel Asset Management Inc | 1,495 | $350.0K | 0.01% | +45+3.1% | Added |
| RiverGlades Family Offices LLC | 1,500 | $351.0K | 0.27% | 00.0% | Unchanged |
| Colony Group LLC | 1,500 | $351.0K | 0.01% | +12+0.8% | Added |
| Value Partners Investments Inc. | 1,500 | $351.0K | 0.03% | +1,500 | New |
| Mutual Advisors, LLC | 1,508 | $353.0K | 0.02% | +103+7.3% | Added |
| V Wealth Advisors LLC | 1,542 | $360.0K | 0.06% | +227+17.3% | Added |
| Echo Street Capital Management LLC | 1,542 | $361.0K | 0.00% | +1,542 | New |
| Advisor Resource Council | 1,544 | $361.0K | 0.04% | +1,544 | New |
| Doyle Wealth Management | 1,552 | $363.0K | 0.03% | −147−8.7% | Reduced |
| Simplex Trading, LLC | 1,559 | $364.0K | 0.01% | −7,582−82.9% | Reduced |
| Moseley Investment Management Inc | 1,560 | $365.0K | 0.18% | −94−5.7% | Reduced |
| Anchor Investment Management, LLC | 1,562 | $365.3K | 0.05% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,571 | $367.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,585 | $368.0K | 0.03% | +134+9.2% | Added |
| Tufton Capital Management | 1,575 | $368.0K | 0.06% | +475+43.2% | Added |
| X-Square Capital, LLC | 1,583 | $370.0K | 0.18% | +55+3.6% | Added |