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 |
|---|---|---|---|---|---|
| AXA S.A. | 11,332 | $2.65M | 0.01% | −36−0.3% | Reduced |
| Old Second National Bank of Aurora | 11,336 | $2.65M | 0.73% | −30.0% | Reduced |
| Coastal Investment Advisors, Inc. | 11,403 | $2.67M | 0.63% | +312+2.8% | Added |
| HM Payson & Co | 11,535 | $2.70M | 0.07% | −383−3.2% | Reduced |
| Carmignac Gestion | 11,601 | $2.71M | 0.03% | −559,364−98.0% | Reduced |
| Seeyond | 11,637 | $2.72M | 0.25% | +52+0.4% | Added |
| QS Investors, LLC | 11,720 | $2.74M | 0.03% | −7,554−39.2% | Reduced |
| CIBC World Markets Corp | 11,734 | $2.74M | 0.02% | −76,144−86.6% | Reduced |
| Van Hulzen Asset Management, LLC | 11,840 | $2.77M | 0.42% | −2,132−15.3% | Reduced |
| Fulton Bank, N.A. | 11,842 | $2.77M | 0.13% | +333+2.9% | Added |
| Private Wealth Partners, LLC | 11,875 | $2.78M | 0.26% | +11,875 | New |
| Westfield Capital Management Co LP | 11,889 | $2.78M | 0.02% | −1,595−11.8% | Reduced |
| Elo Mutual Pension Insurance Co | 11,907 | $2.79M | 0.09% | −322−2.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 11,920 | $2.79M | 0.14% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 11,980 | $2.80M | 0.06% | −160−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,980 | $2.80M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 12,037 | $2.81M | 0.02% | +12,037 | New |
| MML Investors Services, LLC | 12,086 | $2.83M | 0.02% | +535+4.6% | Added |
| Linscomb & Williams, Inc. | 12,245 | $2.86M | 0.15% | +609+5.2% | Added |
| Nations Financial Group Inc, | 12,243 | $2.86M | 0.48% | +12,243 | New |
| Maryland State Retirement & Pension System | 12,541 | $2.88M | 0.09% | +141+1.1% | Added |
| Commerce Bank | 12,309 | $2.88M | 0.02% | −183−1.5% | Reduced |
| Distillate Capital Partners LLC | 12,309 | $2.88M | 0.80% | +12,309 | New |
| City Holding Co | 12,457 | $2.91M | 0.51% | +33+0.3% | Added |
| Madison Asset Management, LLC | 12,575 | $2.94M | 0.04% | +12,575 | New |
| Soros Capital Management LLC | 12,831 | $3.00M | 0.39% | −768−5.6% | Reduced |
| Three Peaks Capital Management, LLC | 13,020 | $3.04M | 0.94% | −3,439−20.9% | Reduced |
| Candriam Luxembourg S.C.A. | 13,100 | $3.06M | 0.02% | −18,209−58.2% | Reduced |
| Meridian Management Co | 13,144 | $3.07M | 0.91% | −3,544−21.2% | Reduced |
| APG Asset Management N.V. | 15,664 | $3.09M | 0.01% | −11,400−42.1% | Reduced |
| Panagora Asset Management Inc | 13,229 | $3.09M | 0.02% | +780+6.3% | Added |
| River Wealth Advisors LLC | 13,351 | $3.12M | 0.55% | +577+4.5% | Added |
| PFS Investments Inc. | 13,769 | $3.13M | 0.07% | +7,179+108.9% | Added |
| AE Wealth Management LLC | 13,463 | $3.15M | 0.03% | +1,908+16.5% | Added |
| Oak Asset Management, LLC | 13,505 | $3.16M | 1.33% | +952+7.6% | Added |
| Hohimer Wealth Management, LLC | 13,547 | $3.17M | 0.65% | +976+7.8% | Added |
| Kavar Capital Partners Group, LLC | 13,564 | $3.17M | 0.77% | +100+0.7% | Added |
| Patton Albertson Miller Group, LLC | 13,569 | $3.17M | 0.72% | +484+3.7% | Added |
| Appleton Partners Inc | 13,596 | $3.18M | 0.27% | +5,285+63.6% | Added |
| South Dakota Investment Council | 13,761 | $3.22M | 0.06% | −1,320−8.8% | Reduced |
| Security National Trust Co | 13,808 | $3.23M | 0.72% | +2,595+23.1% | Added |
| ING Groep NV | 13,880 | $3.25M | 0.05% | +2,622+23.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 13,929 | $3.26M | 1.75% | +501+3.7% | Added |
| Norinchukin Bank, The | 13,986 | $3.27M | 0.05% | −123−0.9% | Reduced |
| Pacer Advisors, Inc. | 13,997 | $3.27M | 0.05% | +4,559+48.3% | Added |
| Sand Hill Global Advisors, LLC | 14,104 | $3.30M | 0.20% | +497+3.7% | Added |
| Valeo Financial Advisors, LLC | 14,149 | $3.31M | 0.20% | +141+1.0% | Added |
| Oregon Public Employees Retirement Fund | 14,176 | $3.32M | 0.04% | +176+1.3% | Added |
| Private Trust Co NA | 14,132 | $3.32M | 0.50% | −20−0.1% | Reduced |
| Securian Asset Management, Inc | 14,273 | $3.34M | 0.07% | −260−1.8% | Reduced |
| Aviance Capital Partners, LLC | 14,337 | $3.35M | 0.59% | +885+6.6% | Added |
| Intellectus Partners, LLC | 14,422 | $3.37M | 0.76% | +1,453+11.2% | Added |
| Toth Financial Advisory Corp | 14,654 | $3.43M | 0.52% | +388+2.7% | Added |
| Univest Financial Corp | 14,713 | $3.44M | 0.94% | −1,066−6.8% | Reduced |
| Vident Investment Advisory, LLC | 14,772 | $3.46M | 0.10% | +12,561+568.1% | Added |
| Spinnaker Trust | 14,780 | $3.46M | 0.24% | −128−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 14,980 | $3.50M | 0.58% | +837+5.9% | Added |
| PCJ Investment Counsel Ltd. | 15,000 | $3.51M | 1.31% | +15,000 | New |
| Cornerstone Advisors, LLC | 15,000 | $3.51M | 0.21% | +15,000 | New |
| Avantax Advisory Services, Inc. | 15,254 | $3.56M | 0.06% | +3,040+24.9% | Added |
| TriaGen Wealth Management LLC | 15,889 | $3.56M | 1.84% | +15,889 | New |
| Hoylecohen, LLC | 15,246 | $3.57M | 0.34% | +179+1.2% | Added |
| Trust Co of Vermont | 15,283 | $3.57M | 0.25% | +1,235+8.8% | Added |
| Spouting Rock Asset Management, LLC | 15,339 | $3.59M | 1.10% | +301+2.0% | Added |
| Armstrong Shaw Associates Inc | 15,401 | $3.60M | 3.13% | −467−2.9% | Reduced |
| Reliant Investment Management, LLC | 15,425 | $3.61M | 1.66% | −205−1.3% | Reduced |
| Stonnington Group, LLC | 15,899 | $3.61M | 0.80% | +180+1.1% | Added |
| Cetera Advisor Networks LLC | 15,650 | $3.66M | 0.05% | +3,034+24.0% | Added |
| Andra AP-fonden | 15,700 | $3.67M | 0.07% | −4,200−21.1% | Reduced |
| MRJ Capital Inc | 15,700 | $3.67M | 2.14% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 15,714 | $3.68M | 0.09% | +777+5.2% | Added |
| CIBC Asset Management Inc | 15,812 | $3.70M | 0.01% | +224+1.4% | Added |
| Burney Co | 16,033 | $3.75M | 0.17% | −228−1.4% | Reduced |
| Beck Capital Management, LLC | 16,040 | $3.75M | 1.26% | +1,227+8.3% | Added |
| Point72 Hong Kong Ltd | 16,090 | $3.76M | 0.26% | +1,441+9.8% | Added |
| Tower Research Capital LLC (TRC) | 16,248 | $3.80M | 0.10% | −231−1.4% | Reduced |
| Webster Bank, N. A. | 16,368 | $3.83M | 0.42% | +410+2.6% | Added |
| Cypress Asset Management Inc | 16,395 | $3.83M | 0.98% | +1,320+8.8% | Added |
| Assetmark, Inc | 16,449 | $3.85M | 0.02% | +15,011+1,043.9% | Added |
| Pictet & Cie (Europe) SA | 16,543 | $3.87M | 0.14% | +12,453+304.5% | Added |
| M&T Bank Corp | 16,588 | $3.88M | 0.02% | −978−5.6% | Reduced |
| Peddock Capital Advisors, LLC | 17,452 | $3.92M | 1.37% | −11−0.1% | Reduced |
| Capitolis Advisors LLC | 16,825 | $3.94M | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 16,829 | $3.94M | 0.20% | +388+2.4% | Added |
| HBK Sorce Advisory LLC | 16,907 | $3.95M | 0.22% | −70−0.4% | Reduced |
| Private Asset Management Inc | 17,116 | $4.00M | 0.53% | +457+2.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 17,194 | $4.02M | 0.21% | −14,897−46.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,200 | $4.02M | 0.04% | −2,900−14.4% | Reduced |
| Creative Planning | 17,303 | $4.05M | 0.01% | −1,244−6.7% | Reduced |
| Cornerstone Capital, Inc. | 17,402 | $4.07M | 0.46% | +3,560+25.7% | Added |
| Essex Investment Management Co LLC | 17,456 | $4.08M | 0.47% | +1,178+7.2% | Added |
| Parkside Investments, LLC | 17,600 | $4.12M | 0.79% | +325+1.9% | Added |
| Twin Tree Management, LP | 17,599 | $4.12M | 0.12% | +17,599 | New |
| Nissay Asset Management Corp | 17,613 | $4.12M | 0.04% | +1,196+7.3% | Added |
| Bayesian Capital Management, LP | 17,700 | $4.14M | 1.08% | +17,700 | New |
| Point72 Asset Management, L.P. | 17,735 | $4.15M | 0.02% | +17,735 | New |
| St Germain D J Co Inc | 17,764 | $4.16M | 0.26% | 00.0% | Unchanged |
| Hartford Investment Management Co | 17,800 | $4.16M | 0.10% | −809−4.3% | Reduced |
| Citizens Business Bank | 17,808 | $4.17M | 0.55% | +199+1.1% | Added |
| Hantz Financial Services, Inc. | 18,189 | $4.25M | 0.16% | +211+1.2% | Added |