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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,344 | $1.48M | 0.01% | −636−9.1% | Reduced |
| Aevitas Wealth Management, Inc. | 6,379 | $1.49M | 0.95% | −5−0.1% | Reduced |
| Guardian Capital LP | 6,380 | $1.49M | 0.03% | +1,100+20.8% | Added |
| Wedbush Securities Inc | 6,478 | $1.51M | 0.07% | +314+5.1% | Added |
| IFP Advisors, Inc | 6,493 | $1.52M | 0.03% | +52+0.8% | Added |
| Redwood Investments, LLC | 6,505 | $1.52M | 0.12% | +6,505 | New |
| TownSquare Capital, LLC | 6,700 | $1.54M | 0.05% | +53+0.8% | Added |
| Condor Capital Management | 6,724 | $1.57M | 0.17% | −19−0.3% | Reduced |
| Hudson Canyon Capital Management | 6,826 | $1.60M | 1.19% | −523−7.1% | Reduced |
| Sigma Planning Corp | 6,983 | $1.63M | 0.05% | +1,476+26.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 7,016 | $1.64M | 0.91% | +100+1.4% | Added |
| Pflug Koory, LLC | 7,029 | $1.64M | 0.86% | +200+2.9% | Added |
| Occidental Asset Management, LLC | 7,032 | $1.65M | 0.44% | +443+6.7% | Added |
| Citizens National Bank Trust Department | 7,045 | $1.65M | 0.47% | +35+0.5% | Added |
| Arrow Financial Corp | 7,055 | $1.65M | 0.21% | −323−4.4% | Reduced |
| Altavista Wealth Management, Inc. | 7,085 | $1.66M | 0.36% | +296+4.4% | Added |
| Umb Bank N A | 7,144 | $1.67M | 0.04% | 00.0% | Unchanged |
| SWS Partners | 7,326 | $1.71M | 1.12% | +186+2.6% | Added |
| Harbour Investments, Inc. | 7,426 | $1.74M | 0.06% | +180+2.5% | Added |
| Gs Investments, Inc. | 7,485 | $1.75M | 2.39% | +4,000+114.8% | Added |
| Hoertkorn Richard Charles | 7,500 | $1.75M | 0.78% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,542 | $1.76M | 0.17% | +2,254+42.6% | Added |
| Oppenheimer & Co Inc | 7,545 | $1.76M | 0.03% | +340+4.7% | Added |
| Strategic Advisors LLC | 7,575 | $1.77M | 0.46% | +427+6.0% | Added |
| Magnolia Capital Management Ltd | 7,595 | $1.78M | 1.71% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 7,666 | $1.79M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,674 | $1.79M | 0.03% | −33−0.4% | Reduced |
| Burns J W & Co Inc | 7,706 | $1.80M | 0.28% | −160−2.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 7,708 | $1.80M | 0.44% | +633+8.9% | Added |
| Deane Retirement Strategies, Inc. | 7,726 | $1.81M | 0.99% | +109+1.4% | Added |
| Usca Ria LLC | 7,768 | $1.82M | 0.11% | −202−2.5% | Reduced |
| FineMark National Bank & Trust | 7,771 | $1.82M | 0.07% | −68−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,813 | $1.83M | 0.06% | +7,813 | New |
| American Portfolios Advisors | 7,849 | $1.84M | 0.07% | +408+5.5% | Added |
| Triangle Securities Wealth Management | 8,001 | $1.87M | 0.63% | +125+1.6% | Added |
| Laurel Wealth Advisors, Inc. | 8,021 | $1.88M | 0.24% | +769+10.6% | Added |
| Capital Analysts, LLC | 8,125 | $1.90M | 0.13% | +481+6.3% | Added |
| Mercer Global Advisors Inc | 8,177 | $1.91M | 0.01% | +1,669+25.6% | Added |
| Virtu Financial LLC | 8,182 | $1.91M | 0.19% | +3,544+76.4% | Added |
| CX Institutional | 8,207 | $1.92M | 0.16% | −216−2.6% | Reduced |
| Cambria Investment Management, L.P. | 8,253 | $1.93M | 0.33% | +804+10.8% | Added |
| Investment House LLC | 8,270 | $1.93M | 0.14% | +1,455+21.3% | Added |
| GWM Advisors LLC | 8,278 | $1.94M | 0.05% | +3,751+82.9% | Added |
| Fernwood Investment Management, LLC | 8,366 | $1.96M | 0.65% | +140+1.7% | Added |
| Bahl & Gaynor Inc | 8,476 | $1.98M | 0.01% | −510−5.7% | Reduced |
| Bessemer Group Inc | 8,483 | $1.98M | 0.00% | +45+0.5% | Added |
| Spire Wealth Management | 8,518 | $1.99M | 0.05% | −978−10.3% | Reduced |
| West Oak Capital, LLC | 8,545 | $2.00M | 0.79% | +150+1.8% | Added |
| HCR Wealth Advisors | 8,546 | $2.00M | 0.35% | +567+7.1% | Added |
| Pantheon Investment Group, LLC | 8,618 | $2.02M | 1.69% | +614+7.7% | Added |
| Wunderlich Capital Managemnt | 8,665 | $2.03M | 1.03% | +153+1.8% | Added |
| Advisory Services Network, LLC | 8,733 | $2.04M | 0.06% | +749+9.4% | Added |
| Jefferies Group LLC | 8,812 | $2.06M | 0.04% | −5,001−36.2% | Reduced |
| Sargent Bickham Lagudis LLC | 8,818 | $2.06M | 0.17% | +157+1.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,839 | $2.07M | 0.04% | −6,522−42.5% | Reduced |
| Oliver Luxxe Assets LLC | 8,873 | $2.08M | 0.57% | −21−0.2% | Reduced |
| Archon Partners LLC | 8,900 | $2.08M | 0.26% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,001 | $2.10M | 0.15% | +564+6.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,057 | $2.12M | 0.50% | +535+6.3% | Added |
| Outfitter Financial LLC | 9,060 | $2.12M | 1.62% | +65+0.7% | Added |
| Hedeker Wealth, LLC | 9,084 | $2.12M | 0.66% | +9,084 | New |
| Private Harbour Investment Management & Counsel, LLC | 9,105 | $2.13M | 1.87% | −470−4.9% | Reduced |
| Captrust Financial Advisors | 9,108 | $2.13M | 0.02% | +246+2.8% | Added |
| Daiwa Securities Group Inc. | 9,171 | $2.15M | 0.01% | +317+3.6% | Added |
| Xponance, Inc. | 9,236 | $2.16M | 0.04% | +1,994+27.5% | Added |
| Baldwin Investment Management, LLC | 9,266 | $2.17M | 0.37% | −85−0.9% | Reduced |
| Enterprise Bank & Trust Co | 9,287 | $2.17M | 0.86% | +115+1.3% | Added |
| Advisory Research Inc | 9,311 | $2.18M | 0.14% | +285+3.2% | Added |
| Kingsview Wealth Management, LLC | 9,505 | $2.21M | 0.11% | +2,840+42.6% | Added |
| Griffin Asset Management, Inc. | 9,460 | $2.21M | 0.27% | −114−1.2% | Reduced |
| Fma Advisory Inc | 9,489 | $2.22M | 0.82% | −27−0.3% | Reduced |
| Cobblestone Capital Advisors LLC | 9,515 | $2.23M | 0.15% | +102+1.1% | Added |
| LaFleur & Godfrey LLC | 9,623 | $2.25M | 0.32% | +240+2.6% | Added |
| Xcel Wealth Management, LLC | 9,719 | $2.27M | 0.69% | −50−0.5% | Reduced |
| Ninety One North America, Inc. | 9,762 | $2.28M | 0.11% | −2,498−20.4% | Reduced |
| WD Rutherford LLC | 9,765 | $2.28M | 1.27% | +25+0.3% | Added |
| Kentucky Retirement Systems | 9,841 | $2.30M | 0.11% | −230−2.3% | Reduced |
| Altman Advisors, Inc. | 10,703 | $2.33M | 1.31% | +988+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 10,282 | $2.40M | 0.04% | −525−4.9% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.41M | 0.67% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 10,381 | $2.43M | 0.04% | −4,106−28.3% | Reduced |
| Dynamic Advisor Solutions LLC | 10,394 | $2.43M | 0.19% | +226+2.2% | Added |
| Northstar Asset Management LLC | 10,423 | $2.44M | 0.64% | −903−8.0% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $2.46M | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,513 | $2.46M | 0.02% | −4,407−29.5% | Reduced |
| Silvercrest Asset Management Group LLC | 10,610 | $2.48M | 0.02% | −7−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,696 | $2.50M | 0.06% | −17−0.2% | Reduced |
| SFMG, LLC | 10,712 | $2.50M | 0.28% | +31+0.3% | Added |
| Storebrand Asset Management AS | 10,749 | $2.51M | 0.01% | −267−2.4% | Reduced |
| People's United Financial, Inc. | 10,784 | $2.52M | 0.06% | −95−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 10,841 | $2.54M | 0.04% | +5,007+85.8% | Added |
| Coastline Trust Co | 10,845 | $2.54M | 0.31% | −1,050−8.8% | Reduced |
| Vista Investment Management | 10,929 | $2.56M | 1.51% | +7+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,000 | $2.57M | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 11,031 | $2.58M | 0.57% | +86+0.8% | Added |
| Ar Asset Management Inc | 11,100 | $2.60M | 0.73% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11,182 | $2.62M | 0.29% | +2,091+23.0% | Added |
| Level Four Advisory Services, LLC | 11,190 | $2.62M | 0.18% | +261+2.4% | Added |
| Cox Capital Mgt LLC | 11,235 | $2.63M | 1.76% | +653+6.2% | Added |
| New Mexico Educational Retirement Board | 11,321 | $2.65M | 0.09% | +600+5.6% | Added |