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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 3,912 | $892.0K | 0.13% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 3,826 | $895.0K | 0.16% | −160−4.0% | Reduced |
| Western Wealth Management, LLC | 3,857 | $907.0K | 0.09% | +1,856+92.8% | Added |
| Eads & Heald Wealth Management | 3,906 | $914.0K | 0.45% | +378+10.7% | Added |
| Stableford Capital II LLC | 3,921 | $917.0K | 0.44% | +3,921 | New |
| Ballast, Inc. | 3,935 | $920.0K | 0.39% | +961+32.3% | Added |
| Harbor Investment Advisory, LLC | 3,942 | $922.0K | 0.13% | +935+31.1% | Added |
| Keybank National Association | 3,948 | $923.0K | 0.00% | +1,183+42.8% | Added |
| Veritable, L.P. | 3,954 | $925.0K | 0.01% | +69+1.8% | Added |
| Raymond James Trust N.A. | 3,968 | $928.0K | 0.03% | +1,379+53.3% | Added |
| Resource Management, LLC | 4,000 | $936.0K | 0.11% | +10.0% | Added |
| K.J. Harrison & Partners Inc | 4,000 | $936.0K | 0.13% | +900+29.0% | Added |
| MAI Capital Management | 4,016 | $939.0K | 0.02% | −162−3.9% | Reduced |
| Oak Ridge Investments LLC | 4,017 | $940.0K | 0.08% | +40+1.0% | Added |
| World Asset Management Inc | 4,023 | $941.0K | 0.09% | −132−3.2% | Reduced |
| Lee Danner & Bass Inc | 4,045 | $946.0K | 0.09% | +43+1.1% | Added |
| BP PLC | 4,074 | $953.0K | 0.04% | −1,693−29.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,076 | $953.0K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 4,105 | $960.0K | 0.71% | −12−0.3% | Reduced |
| TD Private Client Wealth LLC | 4,109 | $961.0K | 0.04% | −85−2.0% | Reduced |
| SG Americas Securities, LLC | 4,144 | $969.0K | 0.01% | −16,267−79.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,182 | $978.0K | 0.05% | −331−7.3% | Reduced |
| Dana Investment Advisors, Inc. | 4,209 | $984.0K | 0.04% | +98+2.4% | Added |
| Archford Capital Strategies, LLC | 4,254 | $995.0K | 0.25% | −305−6.7% | Reduced |
| Quantbot Technologies LP | 4,261 | $996.0K | 0.08% | −14,592−77.4% | Reduced |
| North Star Investment Management Corp. | 4,264 | $997.0K | 0.08% | +2,992+235.2% | Added |
| Piscataqua Savings Bank | 4,296 | $1.00M | 0.86% | +28+0.7% | Added |
| Verition Fund Management LLC | 4,338 | $1.01M | 0.01% | +2,407+124.7% | Added |
| Cetera Advisors LLC | 4,378 | $1.02M | 0.02% | +263+6.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,399 | $1.03M | 0.11% | −193−4.2% | Reduced |
| LVW Advisors, LLC | 4,402 | $1.03M | 0.18% | 00.0% | Unchanged |
| Princeton Portfolio Strategies Group LLC | 4,427 | $1.03M | 0.20% | +235+5.6% | Added |
| Regal Investment Advisors LLC | 4,448 | $1.04M | 0.10% | +4,448 | New |
| Ancora Advisors, LLC | 4,481 | $1.05M | 0.03% | −372−7.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,509 | $1.05M | 0.15% | −292−6.1% | Reduced |
| Pathstone Family Office, LLC | 4,541 | $1.06M | 0.03% | +315+7.5% | Added |
| IBM Retirement Fund | 4,549 | $1.06M | 0.08% | −889−16.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,585 | $1.07M | 0.25% | +112+2.5% | Added |
| Malaga Cove Capital, LLC | 4,595 | $1.07M | 0.46% | +30+0.7% | Added |
| MidWestOne Financial Group, Inc. | 4,647 | $1.09M | 0.26% | −14−0.3% | Reduced |
| Cadence Bank NA | 4,647 | $1.09M | 0.33% | +48+1.0% | Added |
| Caldwell Trust Co | 4,655 | $1.09M | 0.14% | −1,014−17.9% | Reduced |
| Valley National Advisers Inc | 4,671 | $1.09M | 0.20% | +4,671 | New |
| Marco Investment Management LLC | 4,705 | $1.10M | 0.13% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,707 | $1.10M | 0.25% | −623−11.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 4,711 | $1.10M | 0.02% | +226+5.0% | Added |
| Parallel Advisors, LLC | 4,735 | $1.11M | 0.05% | +69+1.5% | Added |
| Integrated Wealth Concepts LLC | 4,756 | $1.11M | 0.04% | +444+10.3% | Added |
| BKD Wealth Advisors, LLC | 4,757 | $1.11M | 0.05% | +112+2.4% | Added |
| Swiss Life Asset Management Ltd | 1,861 | $1.11M | 0.01% | +281+17.8% | Added |
| Compagnie Lombard Odier SCmA | 4,800 | $1.12M | 0.02% | +4,800 | New |
| McDonald Partners LLC | 4,825 | $1.13M | 0.27% | +55+1.2% | Added |
| Wealth Advisors, Inc. | 5,000 | $1.13M | 0.42% | −700−12.3% | Reduced |
| Engineers Gate Manager LP | 4,857 | $1.14M | 0.07% | −13,183−73.1% | Reduced |
| Choate Investment Advisors | 4,869 | $1.14M | 0.07% | −62−1.3% | Reduced |
| Wambolt & Associates, LLC | 4,908 | $1.14M | 0.48% | +988+25.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,873 | $1.14M | 0.50% | +259+5.6% | Added |
| TBH Global Asset Management, LLC | 5,011 | $1.17M | 0.27% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,018 | $1.17M | 0.93% | +151+3.1% | Added |
| Atria Investments LLC | 5,035 | $1.18M | 0.02% | +16+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 5,059 | $1.18M | 0.11% | +78+1.6% | Added |
| Zevenbergen Capital Investments LLC | 5,095 | $1.19M | 0.02% | +180+3.7% | Added |
| Neumann Capital Management, LLC | 5,107 | $1.20M | 0.54% | −100−1.9% | Reduced |
| Advisor Partners LLC | 5,129 | $1.20M | 0.08% | +85+1.7% | Added |
| Jacobi Capital Management LLC | 5,138 | $1.20M | 0.16% | −9−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 5,190 | $1.21M | 0.03% | +352+7.3% | Added |
| Fiduciary Trust Co | 5,231 | $1.22M | 0.02% | −198−3.6% | Reduced |
| Bryn Mawr Trust Co | 5,268 | $1.23M | 0.05% | −265−4.8% | Reduced |
| Garner Asset Management Corp | 5,293 | $1.24M | 0.60% | +25+0.5% | Added |
| Cigna Investments Inc | 5,295 | $1.24M | 0.09% | −827−13.5% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.24M | 0.71% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,320 | $1.24M | 0.10% | +432+8.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,365 | $1.26M | 0.01% | +669+14.2% | Added |
| Cornercap Investment Counsel Inc | 5,373 | $1.26M | 0.14% | −982−15.5% | Reduced |
| Trust Investment Advisors | 5,443 | $1.27M | 1.13% | +172+3.3% | Added |
| Venture Visionary Partners LLC | 5,452 | $1.27M | 0.10% | +370+7.3% | Added |
| Executive Wealth Management, LLC | 5,451 | $1.27M | 0.14% | +559+11.4% | Added |
| Aberdeen Wealth Management LLC | 5,475 | $1.28M | 1.18% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 5,530 | $1.29M | 0.02% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 5,556 | $1.30M | 0.18% | +3,963+248.8% | Added |
| CIBC Private Wealth Group, LLC | 5,580 | $1.30M | 0.00% | −888−13.7% | Reduced |
| Lipe & Dalton | 5,579 | $1.30M | 0.68% | +50+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 5,586 | $1.31M | 0.43% | −116−2.0% | Reduced |
| Bangor Savings Bank | 5,606 | $1.31M | 0.15% | −75−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 5,625 | $1.32M | 0.08% | −33−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,751 | $1.34M | 0.09% | +2,695+88.2% | Added |
| Paloma Partners Management Co | 5,906 | $1.38M | 0.04% | +3,005+103.6% | Added |
| Edmond de Rothschild Holding S.A. | 5,925 | $1.39M | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,978 | $1.40M | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 5,978 | $1.40M | 0.06% | +5,978 | New |
| Benedict Financial Advisors Inc | 5,989 | $1.40M | 0.39% | −141−2.3% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.40M | 0.24% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,018 | $1.41M | 0.07% | +6,018 | New |
| Glenmede Trust Co NA | 6,058 | $1.42M | 0.01% | +207+3.5% | Added |
| Terra Nova Asset Management LLC | 6,087 | $1.42M | 1.22% | −568−8.5% | Reduced |
| BDO Wealth Advisors, LLC | 6,088 | $1.42M | 0.16% | +259+4.4% | Added |
| Grace Capital | 6,150 | $1.44M | 0.96% | +150+2.5% | Added |
| Stratos Wealth Partners, LTD. | 6,164 | $1.44M | 0.04% | −152−2.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,222 | $1.46M | 0.52% | −111−1.8% | Reduced |
| Regentatlantic Capital LLC | 6,271 | $1.47M | 0.05% | +266+4.4% | Added |