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 |
|---|---|---|---|---|---|
| Joho Capital LLC | 18,215 | $4.26M | 0.61% | +1,780+10.8% | Added |
| Cetera Investment Advisers | 18,431 | $4.31M | 0.07% | +523+2.9% | Added |
| Resources Management Corp | 18,497 | $4.33M | 0.61% | −36−0.2% | Reduced |
| Chartwell Investment Partners, LLC | 18,500 | $4.33M | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 18,501 | $4.33M | 0.04% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 19,151 | $4.48M | 1.01% | +348+1.9% | Added |
| HBW Advisory Services LLC | 19,220 | $4.50M | 1.18% | +1,145+6.3% | Added |
| Financial Counselors Inc | 19,409 | $4.54M | 0.10% | +715+3.8% | Added |
| Autus Asset Management, LLC | 19,457 | $4.55M | 0.50% | +462+2.4% | Added |
| Private Advisor Group, LLC | 19,540 | $4.57M | 0.04% | +4,297+28.2% | Added |
| Jupiter Asset Management Ltd | 19,574 | $4.58M | 0.05% | −5,323−21.4% | Reduced |
| Bailard, Inc. | 19,582 | $4.58M | 0.16% | −705−3.5% | Reduced |
| Providence Capital Advisors, LLC | 19,625 | $4.59M | 1.50% | +446+2.3% | Added |
| Brant Point Investment Management LLC | 19,748 | $4.62M | 0.80% | −1,000−4.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 19,839 | $4.64M | 0.06% | −1,758−8.1% | Reduced |
| Synovus Financial Corp | 19,878 | $4.66M | 0.05% | −354−1.7% | Reduced |
| Townsend Asset Management Corp | 19,963 | $4.67M | 2.59% | +2,144+12.0% | Added |
| National Asset Management, Inc. | 20,224 | $4.73M | 0.15% | +1,973+10.8% | Added |
| Metropolitan Life Insurance Co | 20,402 | $4.77M | 0.07% | −432−2.1% | Reduced |
| Squarepoint Ops LLC | 21,051 | $4.92M | 0.04% | −71,416−77.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,174 | $4.95M | 0.06% | −91−0.4% | Reduced |
| Geneos Wealth Management Inc. | 21,408 | $4.95M | 0.19% | −578−2.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 21,388 | $5.00M | 1.27% | +954+4.7% | Added |
| Scott Investment Partners LLP | 21,400 | $5.00M | 3.52% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 21,660 | $5.07M | 2.24% | +1,310+6.4% | Added |
| Thrivent Financial for Lutherans | 21,846 | $5.11M | 0.01% | +1,163+5.6% | Added |
| IFM Investors Pty Ltd | 21,944 | $5.13M | 0.10% | +3,765+20.7% | Added |
| Tower Bridge Advisors | 21,990 | $5.14M | 0.34% | +5,243+31.3% | Added |
| Wexford Capital LP | 22,025 | $5.15M | 0.78% | +11,552+110.3% | Added |
| Addison Capital Co | 22,031 | $5.15M | 2.52% | +4,050+22.5% | Added |
| Kestra Advisory Services, LLC | 22,436 | $5.25M | 0.06% | +1,395+6.6% | Added |
| Oak Harvest Investment Services | 22,533 | $5.27M | 1.74% | +1,724+8.3% | Added |
| HGK Asset Management Inc | 22,929 | $5.36M | 1.71% | −562−2.4% | Reduced |
| Legacy Private Trust Co. | 23,491 | $5.49M | 0.46% | −782−3.2% | Reduced |
| Girard Partners Ltd. | 23,760 | $5.56M | 0.71% | −238−1.0% | Reduced |
| Cypress Capital Management LLC | 23,815 | $5.57M | 0.73% | +115+0.5% | Added |
| Gibraltar Capital Management, Inc. | 24,598 | $5.58M | 2.79% | +1,423+6.1% | Added |
| Central Trust Co | 23,908 | $5.59M | 0.20% | −110−0.5% | Reduced |
| Liberty Capital Management, Inc. | 23,996 | $5.61M | 1.71% | −134−0.6% | Reduced |
| Banque Pictet & Cie SA | 24,040 | $5.62M | 0.06% | +21,430+821.1% | Added |
| NS Partners Ltd | 24,206 | $5.66M | 0.30% | −74−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,329 | $5.69M | 0.01% | −13,918−36.4% | Reduced |
| USS Investment Management Ltd | 24,540 | $5.74M | 0.05% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 24,587 | $5.75M | 2.17% | +5,193+26.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,623 | $5.76M | 0.03% | −2,228−8.3% | Reduced |
| Telemus Capital, LLC | 24,810 | $5.80M | 0.42% | −252−1.0% | Reduced |
| Pacific Global Investment Management CO | 24,856 | $5.81M | 1.15% | −517−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 25,244 | $5.87M | 0.02% | −9,626−27.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,281 | $5.91M | 1.02% | +25,281 | New |
| Narwhal Capital Management | 25,625 | $5.99M | 0.76% | +466+1.9% | Added |
| Cerity Partners LLC | 25,670 | $6.00M | 0.13% | −520−2.0% | Reduced |
| Primecap Management Co | 25,700 | $6.01M | 0.00% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 26,091 | $6.10M | 0.15% | +11,819+82.8% | Added |
| State of Alaska, Department of Revenue | 26,245 | $6.14M | 0.06% | −394−1.5% | Reduced |
| Kings Point Capital Management | 26,270 | $6.14M | 0.56% | +698+2.7% | Added |
| Marshall Wace, LLP | 26,327 | $6.16M | 0.03% | −110,743−80.8% | Reduced |
| Vontobel Swiss Wealth Advisors AG | 27,087 | $6.17M | 3.17% | +1,492+5.8% | Added |
| Mackay Shields LLC | 26,628 | $6.23M | 0.06% | −4,284−13.9% | Reduced |
| Sandy Spring Bank | 26,717 | $6.25M | 0.33% | +263+1.0% | Added |
| Public Sector Pension Investment Board | 26,888 | $6.29M | 0.04% | +10,832+67.5% | Added |
| Scotia Capital Inc. | 27,209 | $6.36M | 0.05% | +3,211+13.4% | Added |
| BancorpSouth Bank | 27,467 | $6.42M | 0.93% | +9,242+50.7% | Added |
| Comerica Bank | 30,377 | $6.50M | 0.04% | −1,544−4.8% | Reduced |
| Tudor Investment Corp Et Al | 27,888 | $6.52M | 0.13% | −6,124−18.0% | Reduced |
| Franklin Street Capital Partners, LLC | 28,000 | $6.55M | 6.92% | −3,100−10.0% | Reduced |
| Texas Permanent School Fund | 28,076 | $6.57M | 0.08% | −316−1.1% | Reduced |
| First American Bank | 28,859 | $6.75M | 0.39% | +641+2.3% | Added |
| Empire Life Investments Inc. | 29,192 | $6.83M | 0.44% | +656+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,352 | $6.87M | 0.02% | +181+0.6% | Added |
| Public Employees Retirement Association of Colorado | 29,980 | $7.01M | 0.03% | −56−0.2% | Reduced |
| ProShare Advisors LLC | 30,391 | $7.11M | 0.02% | +1,705+5.9% | Added |
| Dillon & Associates Inc | 30,540 | $7.15M | 1.40% | +1,393+4.8% | Added |
| Massmutual Trust Co FSB | 30,632 | $7.17M | 0.30% | +2,514+8.9% | Added |
| Bartlett & Co. LLC | 30,686 | $7.18M | 0.14% | −1,475−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,686 | $7.18M | 0.14% | −1,475−4.6% | Reduced |
| Canandaigua National Corp | 30,687 | $7.18M | 1.17% | −646−2.1% | Reduced |
| Utah Retirement Systems | 30,773 | $7.20M | 0.09% | −248−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 30,925 | $7.23M | 0.42% | +6,754+27.9% | Added |
| Roffman Miller Associates Inc | 30,933 | $7.24M | 0.55% | +667+2.2% | Added |
| Forsta Ap-Fonden | 31,100 | $7.27M | 0.09% | +3,600+13.1% | Added |
| Blair William & Co | 31,146 | $7.29M | 0.03% | +8,647+38.4% | Added |
| British Columbia Investment Management Corp | 31,509 | $7.37M | 0.05% | +3,763+13.6% | Added |
| Kehrs Ridge Capital,LLC | 31,695 | $7.41M | 3.02% | +31,695 | New |
| Stonebridge Capital Advisors LLC | 31,743 | $7.42M | 0.90% | +625+2.0% | Added |
| Boothe Investment Group, Inc. | 32,208 | $7.47M | 3.92% | +1,308+4.2% | Added |
| Gotham Asset Management, LLC | 32,987 | $7.71M | 0.33% | +5,236+18.9% | Added |
| Kovitz Investment Group Partners, LLC | 33,193 | $7.76M | 0.15% | +11,391+52.2% | Added |
| Natixis | 33,435 | $7.82M | 0.03% | −19,454−36.8% | Reduced |
| Bourgeon Capital Management LLC | 33,445 | $7.82M | 1.68% | −9,045−21.3% | Reduced |
| First National Bank of Omaha | 34,412 | $7.85M | 0.41% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 33,971 | $7.95M | 0.43% | +33,971 | New |
| Prudential PLC | 34,175 | $7.99M | 0.07% | −88,250−72.1% | Reduced |
| DnB Asset Management AS | 34,193 | $8.00M | 0.05% | +3,591+11.7% | Added |
| Tiaa, FSB | 34,461 | $8.06M | 0.03% | +34,461 | New |
| Jacobs & Co | 34,584 | $8.09M | 0.93% | −995−2.8% | Reduced |
| US Bancorp | 34,757 | $8.13M | 0.02% | −22−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 35,117 | $8.21M | 0.44% | +1,415+4.2% | Added |
| Capital Fund Management S.A. | 35,143 | $8.22M | 0.22% | −14,362−29.0% | Reduced |
| Logan Capital Management Inc | 35,432 | $8.29M | 0.39% | −1,002−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,858 | $8.39M | 0.04% | +1,331+3.9% | Added |