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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2,353 | $550.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 2,354 | $551.0K | 0.04% | +17+0.7% | Added |
| Arnhold LLC | 2,400 | $561.0K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,406 | $563.0K | 0.05% | +1,000+71.1% | Added |
| Quantamental Technologies LLC | 2,415 | $565.0K | 0.50% | +2,415 | New |
| Allred Capital Management, LLC | 2,423 | $566.0K | 0.28% | −11−0.5% | Reduced |
| Community Bank, N.A. | 2,425 | $567.0K | 0.07% | −100−4.0% | Reduced |
| 44 Wealth Management LLC | 2,445 | $572.0K | 0.22% | −6−0.2% | Reduced |
| JustInvest LLC | 2,444 | $572.0K | 0.06% | +734+42.9% | Added |
| Profund Advisors LLC | 2,446 | $573.0K | 0.02% | −152−5.9% | Reduced |
| Sonata Capital Group Inc | 2,450 | $573.0K | 0.26% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,450 | $573.0K | 0.18% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,453 | $573.7K | 0.04% | −418−14.6% | Reduced |
| Corient Capital Partners, LLC | 2,452 | $574.0K | 0.04% | +639+35.2% | Added |
| We Are One Seven, LLC | 2,469 | $577.0K | 0.08% | +50+2.1% | Added |
| Natixis Investment Managers International | 2,480 | $580.0K | 0.04% | −1,145−31.6% | Reduced |
| Financial Advocates Investment Management | 4,938 | $580.0K | 0.04% | +2,803+131.3% | Added |
| Pratt Collard Advisory Partners LLC | 2,495 | $584.0K | 0.39% | +225+9.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,518 | $589.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,529 | $592.0K | 0.03% | +168+7.1% | Added |
| Roanoke Asset Management Corp | 2,550 | $596.0K | 0.21% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,570 | $601.0K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,569 | $601.0K | 0.04% | +22+0.9% | Added |
| Tributary Capital Management, LLC | 2,580 | $603.0K | 0.05% | −130−4.8% | Reduced |
| Calton & Associates, Inc. | 2,584 | $604.0K | 0.11% | +313+13.8% | Added |
| Prelude Capital Management, LLC | 2,603 | $609.0K | 0.03% | −5,308−67.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,612 | $611.0K | 0.36% | +2,612 | New |
| Copperwynd Financial, LLC | 2,634 | $616.0K | 0.26% | +31+1.2% | Added |
| Nomura Holdings Inc | 2,653 | $619.0K | 0.01% | +1,820+218.5% | Added |
| Patriot Investment Management Inc. | 2,700 | $631.0K | 0.06% | +220+8.9% | Added |
| Meeder Asset Management Inc | 2,727 | $638.0K | 0.03% | +436+19.0% | Added |
| Intact Investment Management Inc. | 2,800 | $655.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,808 | $657.0K | 0.03% | +119+4.4% | Added |
| Bank Hapoalim BM | 2,845 | $665.0K | 0.08% | +245+9.4% | Added |
| Vestcor Inc | 2,852 | $667.0K | 0.02% | −304−9.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,852 | $667.0K | 0.03% | +10.0% | Added |
| Laidlaw Wealth Management LLC | 2,856 | $668.0K | 0.17% | +344+13.7% | Added |
| Pendal Group Limited | 2,870 | $671.0K | 0.01% | +1,328+86.1% | Added |
| Brookstone Capital Management | 2,986 | $673.0K | 0.01% | +253+9.3% | Added |
| Diametric Capital, LP | 2,884 | $675.0K | 0.49% | +200+7.5% | Added |
| Douglass Winthrop Advisors, LLC | 2,893 | $677.0K | 0.02% | +60+2.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,900 | $678.0K | 0.23% | +97+3.5% | Added |
| AlphaCrest Capital Management LLC | 2,905 | $679.0K | 0.03% | −7,398−71.8% | Reduced |
| Cozad Asset Management Inc | 2,906 | $680.0K | 0.11% | −2,240−43.5% | Reduced |
| TLWM | 2,904 | $680.0K | 0.24% | +32+1.1% | Added |
| Navalign, LLC | 2,914 | $682.0K | 0.29% | +209+7.7% | Added |
| Meridian Wealth Management, LLC | 2,919 | $683.0K | 0.09% | +246+9.2% | Added |
| Banque Cantonale Vaudoise | 2,946 | $689.0K | 0.03% | −37−1.2% | Reduced |
| Teza Capital Management LLC | 2,952 | $690.0K | 0.11% | −5,832−66.4% | Reduced |
| Chicago Capital, LLC | 2,950 | $690.0K | 0.03% | +4+0.1% | Added |
| Perigon Wealth Management, LLC | 2,961 | $693.0K | 0.06% | +10+0.3% | Added |
| SeaCrest Wealth Management, LLC | 2,962 | $693.0K | 0.08% | +2,962 | New |
| Duality Advisers, LP | 2,970 | $695.0K | 0.06% | −34,388−92.0% | Reduced |
| PDT Partners, LLC | 3,000 | $702.0K | 0.05% | −17,300−85.2% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $702.0K | 0.01% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,000 | $702.0K | 0.71% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,002 | $702.0K | 0.01% | +46+1.6% | Added |
| Bamco Inc | 3,016 | $705.0K | 0.00% | +161+5.6% | Added |
| Old Port Advisors | 3,148 | $711.0K | 0.26% | −125−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,079 | $720.0K | 0.03% | +54+1.8% | Added |
| Illinois Municipal Retirement Fund | 3,095 | $724.0K | 0.03% | 00.0% | Unchanged |
| Planning Directions Inc | 3,106 | $726.0K | 0.53% | +8+0.3% | Added |
| Ameritas Investment Company, LLC | 1,197 | $730.0K | 0.04% | −2,161−64.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,174 | $742.0K | 0.05% | +544+20.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,174 | $742.0K | 0.17% | +3,174 | New |
| Meridian Financial Partners LLC | 3,318 | $747.0K | 0.51% | +123+3.8% | Added |
| Acadian Asset Management LLC | 3,197 | $749.0K | 0.00% | −5,886−64.8% | Reduced |
| Intrust Bank NA | 3,216 | $753.0K | 0.10% | +117+3.8% | Added |
| Tru Independence Asset Management 2, LLC | 3,235 | $757.0K | 0.52% | +679+26.6% | Added |
| Platform Technology Partners | 3,238 | $757.0K | 0.31% | +3,238 | New |
| Great Valley Advisor Group, Inc. | 3,272 | $761.0K | 0.06% | −10−0.3% | Reduced |
| Brinker Capital Investments, LLC | 3,287 | $769.0K | 0.01% | +207+6.7% | Added |
| Atlas Brown,Inc. | 3,306 | $773.0K | 0.33% | 00.0% | Unchanged |
| Argent Trust Co | 3,337 | $780.0K | 0.05% | +71+2.2% | Added |
| HC Financial Advisors Inc | 3,339 | $781.0K | 0.46% | −263−7.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,340 | $781.0K | 0.28% | +50+1.5% | Added |
| Forte Capital LLC | 3,372 | $789.0K | 0.11% | +49+1.5% | Added |
| Orion Portfolio Solutions, LLC | 3,405 | $796.0K | 0.03% | +2,119+164.8% | Added |
| Bragg Financial Advisors, Inc | 3,448 | $806.0K | 0.05% | −290−7.8% | Reduced |
| Ci Investments Inc. | 3,467 | $811.0K | 0.00% | +1,355+64.2% | Added |
| Price Michael F | 3,500 | $819.0K | 0.09% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,500 | $819.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,505 | $820.0K | 0.02% | +493+16.4% | Added |
| Pitcairn Co | 3,548 | $830.0K | 0.06% | −80−2.2% | Reduced |
| Cornerstone Advisory, LLC | 3,552 | $831.0K | 0.14% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,557 | $832.0K | 0.09% | +31+0.9% | Added |
| Quantitative Systematic Strategies LLC | 3,566 | $834.0K | 0.29% | −7,249−67.0% | Reduced |
| Weik Capital Management | 3,565 | $834.0K | 0.32% | +135+3.9% | Added |
| Raab & Moskowitz Asset Management LLC | 3,568 | $835.0K | 0.31% | +138+4.0% | Added |
| Brown Advisory Inc | 3,582 | $838.0K | 0.00% | −1,742−32.7% | Reduced |
| CSS LLC | 3,605 | $848.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,662 | $857.0K | 0.13% | −357−8.9% | Reduced |
| Exchange Capital Management, Inc. | 3,675 | $860.0K | 0.16% | −75−2.0% | Reduced |
| Prentice Wealth Management LLC | 3,681 | $861.0K | 0.44% | −23−0.6% | Reduced |
| Delta Financial Advisors LLC | 3,686 | $862.0K | 0.38% | +464+14.4% | Added |
| Neo Ivy Capital Management | 3,689 | $863.0K | 0.87% | +3,171+612.2% | Added |
| International Assets Investment Management, LLC | 3,698 | $865.0K | 0.16% | −3,107−45.7% | Reduced |
| Allstate Corp | 3,719 | $870.0K | 0.03% | −454−10.9% | Reduced |
| Roundview Capital LLC | 3,762 | $880.0K | 0.10% | +10.0% | Added |
| St. James Investment Company, LLC | 3,774 | $883.0K | 0.12% | −211−5.3% | Reduced |