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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,594 | $373.0K | 0.05% | −13−0.8% | Reduced |
| Boothbay Fund Management, LLC | 1,594 | $373.0K | 0.02% | +1,594 | New |
| Lee Financial Co | 1,600 | $374.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,599 | $374.0K | 0.02% | +35+2.2% | Added |
| Murphy Capital Management Inc | 1,610 | $376.0K | 0.04% | 00.0% | Unchanged |
| Probabilities Fund Management, LLC | 1,624 | $380.0K | 0.97% | −100−5.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,634 | $382.0K | 0.00% | −211−11.4% | Reduced |
| Wetherby Asset Management Inc | 1,635 | $382.0K | 0.02% | +72+4.6% | Added |
| Patten Group, Inc. | 1,655 | $387.0K | 0.11% | +110+7.1% | Added |
| PRW Wealth Management LLC | 1,655 | $387.0K | 0.11% | +1,655 | New |
| First Midwest Bank Trust Division | 1,663 | $389.0K | 0.05% | −550−24.9% | Reduced |
| Jacobsen Capital Management | 1,665 | $389.0K | 0.20% | 00.0% | Unchanged |
| CWM, LLC | 1,666 | $390.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,668 | $390.1K | 0.07% | +8+0.5% | Added |
| Nikulski Financial, Inc. | 1,730 | $391.0K | 0.18% | −165−8.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,670 | $391.0K | 0.17% | +241+16.9% | Added |
| Bluestein R H & Co | 1,680 | $393.0K | 0.02% | 00.0% | Unchanged |
| Little House Capital LLC | 1,688 | $395.0K | 0.21% | +1,688 | New |
| Manchester Capital Management LLC | 1,698 | $397.0K | 0.05% | 00.0% | Unchanged |
| Geier Asset Management, Inc. | 1,703 | $398.0K | 0.28% | +59+3.6% | Added |
| Avantax Planning Partners, Inc. | 1,703 | $398.0K | 0.02% | +333+24.3% | Added |
| Private Portfolio Partners LLC | 1,704 | $398.6K | 0.12% | +30+1.8% | Added |
| Probity Advisors, Inc. | 1,729 | $404.0K | 0.09% | −5−0.3% | Reduced |
| Fortem Financial Group, LLC | 1,734 | $406.0K | 0.21% | +117+7.2% | Added |
| Gilbert & Cook, Inc. | 1,739 | $407.0K | 0.07% | +16+0.9% | Added |
| Brandywine Oak Private Wealth LLC | 1,742 | $407.0K | 0.05% | +1,742 | New |
| Pacifica Partners Inc. | 1,780 | $407.0K | 0.31% | +1,780 | New |
| Gulf International Bank (UK) Ltd | 1,770 | $413.0K | 0.01% | −160−8.3% | Reduced |
| Chicago Trust Co NA | 1,770 | $414.0K | 0.10% | 00.0% | Unchanged |
| United Bank | 1,800 | $421.0K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,807 | $423.0K | 0.09% | −1−0.1% | Reduced |
| Curbstone Financial Management Corp | 1,814 | $424.0K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,811 | $424.0K | 0.11% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,812 | $424.0K | 0.06% | +26+1.5% | Added |
| Winton Group Ltd | 1,829 | $428.0K | 0.02% | −1,241−40.4% | Reduced |
| Prudent Man Advisors, LLC | 1,834 | $429.0K | 0.17% | +86+4.9% | Added |
| Independent Financial Group, LLC | 1,838 | $429.7K | 0.05% | −869−32.1% | Reduced |
| Cresset Asset Management, LLC | 1,846 | $431.0K | 0.01% | −135−6.8% | Reduced |
| E&G Advisors, LP | 0 | $433.0K | 0.12% | −1,850−100.0% | Reduced |
| Menard Financial Group LLC | 1,855 | $434.0K | 0.41% | +322+21.0% | Added |
| Wealthcare Advisory Partners LLC | 1,870 | $437.0K | 0.03% | −3−0.2% | Reduced |
| First Hawaiian Bank | 1,888 | $441.0K | 0.02% | −229−10.8% | Reduced |
| Ridgewood Investments LLC | 1,899 | $444.0K | 0.29% | −2,195−53.6% | Reduced |
| RDA Financial Network | 1,900 | $444.0K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,900 | $444.0K | 0.15% | +411+27.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,910 | $447.0K | 0.04% | +230+13.7% | Added |
| Aries Wealth Management | 1,914 | $448.0K | 0.19% | +62+3.3% | Added |
| Aristotle Atlantic Partners, LLC | 1,920 | $449.0K | 0.03% | +72+3.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,923 | $450.0K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,943 | $454.0K | 0.00% | −143−6.9% | Reduced |
| Worldquant Millennium Advisors LLC | 1,940 | $454.0K | 0.01% | +1,940 | New |
| Capstone Investment Advisors, LLC | 1,963 | $459.0K | 0.01% | −134−6.4% | Reduced |
| Wilkinson Global Asset Management LLC | 1,968 | $460.0K | 0.03% | +968+96.8% | Added |
| Financial Architects, Inc | 1,990 | $465.0K | 0.07% | +45+2.3% | Added |
| Ballentine Partners, LLC | 1,988 | $465.0K | 0.02% | +1,988 | New |
| Wealth Alliance | 1,995 | $467.0K | 0.11% | −266−11.8% | Reduced |
| Legacy Wealth Management, LLC | 2,000 | $467.8K | 0.26% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,004 | $469.0K | 0.03% | −29−1.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,014 | $471.0K | 0.22% | +10.0% | Added |
| Mirador Capital Partners LP | 2,017 | $472.0K | 0.11% | −2,110−51.1% | Reduced |
| Segall Bryant & Hamill, LLC | 2,016 | $472.0K | 0.00% | −3−0.1% | Reduced |
| Greenleaf Trust | 2,026 | $474.0K | 0.01% | +112+5.9% | Added |
| Ninepoint Partners LP | 2,031 | $475.0K | 0.21% | +79+4.0% | Added |
| Stevens Capital Management LP | 2,066 | $483.0K | 0.14% | +425+25.9% | Added |
| Regions Financial Corp | 2,075 | $485.0K | 0.00% | +234+12.7% | Added |
| First Horizon Corp | 2,086 | $487.0K | 0.04% | −15−0.7% | Reduced |
| Keebeck Wealth Management, LLC | 2,081 | $487.0K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,082 | $487.0K | 0.02% | +2,082 | New |
| Beaumont Financial Partners, LLC | 2,099 | $491.0K | 0.04% | +140+7.1% | Added |
| Koshinski Asset Management, Inc. | 2,114 | $494.0K | 0.06% | −32−1.5% | Reduced |
| Highlander Capital Management, LLC | 1,900 | $496.0K | 0.25% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,123 | $497.0K | 0.18% | +260+14.0% | Added |
| Stratos Wealth Advisors, LLC | 2,131 | $499.0K | 0.04% | +353+19.9% | Added |
| Johnson Investment Counsel Inc | 2,152 | $503.0K | 0.01% | −90−4.0% | Reduced |
| MONECO Advisors, LLC | 2,149 | $503.0K | 0.23% | +16+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,159 | $505.0K | 0.14% | +438+25.5% | Added |
| Cooper/Haims Advisors, LLC | 2,180 | $510.0K | 0.33% | −100−4.4% | Reduced |
| Legacy Bridge, LLC | 2,190 | $512.0K | 0.29% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,202 | $515.0K | 0.01% | −1,297−37.1% | Reduced |
| Comerica Securities,inc. | 2,201 | $515.0K | 0.04% | +135+6.5% | Added |
| Signet Investment Advisory Group, Inc. | 2,204 | $515.0K | 0.33% | +848+62.5% | Added |
| Boston Trust Walden Corp | 2,200 | $515.0K | 0.00% | +2,200 | New |
| Lincoln National Corp | 2,214 | $518.0K | 0.01% | +147+7.1% | Added |
| Lake Street Financial LLC | 2,238 | $519.0K | 0.13% | +207+10.2% | Added |
| WBH Advisory Inc | 2,322 | $522.0K | 0.08% | −171−6.9% | Reduced |
| Symmetry Partners, LLC | 2,247 | $526.0K | 0.03% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,250 | $526.0K | 0.08% | +2,250 | New |
| Lokken Investment Group LLC | 2,265 | $530.0K | 0.43% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,276 | $532.0K | 0.23% | +200+9.6% | Added |
| Cim Investment Mangement Inc | 2,282 | $534.0K | 0.17% | −2,317−50.4% | Reduced |
| ProVise Management Group, LLC | 2,296 | $537.0K | 0.05% | −31−1.3% | Reduced |
| HNP Capital LLC | 2,298 | $537.0K | 0.14% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,298 | $537.0K | 0.14% | +846+58.3% | Added |
| Washington Capital Management Inc | 2,300 | $538.0K | 0.65% | −500−17.9% | Reduced |
| Boston Family Office LLC | 2,310 | $540.0K | 0.04% | +33+1.4% | Added |
| HighPoint Advisor Group LLC | 2,316 | $542.0K | 0.05% | +125+5.7% | Added |
| Park National Corp | 2,322 | $543.0K | 0.02% | −217−8.5% | Reduced |
| Aureus Asset Management, LLC | 2,327 | $544.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,329 | $545.0K | 0.01% | −24−1.0% | Reduced |
| Tempus Wealth Planning, LLC | 2,344 | $548.0K | 0.36% | +267+12.9% | Added |