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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 1,250 | $292.0K | 0.16% | +1,250 | New |
| Hills Bank & Trust Co | 1,238 | $290.0K | 0.04% | −2−0.2% | Reduced |
| Nwam LLC | 1,229 | $288.0K | 0.03% | −2,339−65.6% | Reduced |
| StoneX Group Inc. | 1,233 | $288.0K | 0.04% | +262+27.0% | Added |
| Wade G W & Inc | 1,215 | $284.0K | 0.01% | +126+11.6% | Added |
| Monarch Capital Management Inc | 1,207 | $282.0K | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,202 | $281.0K | 0.01% | −101−7.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,207 | $281.0K | 0.03% | −92−7.1% | Reduced |
| Armbruster Capital Management, Inc. | 1,196 | $280.0K | 0.08% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,194 | $279.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,180 | $276.0K | 0.02% | +81+7.4% | Added |
| Knights of Columbus Asset Advisors LLC | 1,176 | $275.0K | 0.03% | −31−2.6% | Reduced |
| Carlson Capital Management | 1,175 | $275.0K | 0.04% | +9+0.8% | Added |
| Clarius Group, LLC | 1,172 | $274.0K | 0.02% | +26+2.3% | Added |
| 9258 Wealth Management, LLC | 1,170 | $274.0K | 0.07% | +142+13.8% | Added |
| Intrua Financial, LLC | 1,273 | $272.0K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 1,156 | $270.0K | 0.17% | +344+42.4% | Added |
| FDx Advisors, Inc. | 1,145 | $268.0K | 0.01% | +161+16.4% | Added |
| Accurate Wealth Management, LLC | 1,145 | $268.0K | 0.24% | +1,145 | New |
| Ieq Capital, LLC | 1,139 | $266.0K | 0.01% | +241+26.8% | Added |
| Independent Advisor Alliance | 1,133 | $265.0K | 0.01% | −128−10.2% | Reduced |
| 3D/L Capital Management, LLC | 1,113 | $260.0K | 0.06% | +3+0.3% | Added |
| Shelton Capital Management | 1,109 | $259.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,108 | $259.0K | 0.07% | +6+0.5% | Added |
| ICW Investment Advisors LLC | 1,104 | $258.0K | 0.17% | +4+0.4% | Added |
| Clear Street Markets LLC | 1,105 | $258.0K | 0.05% | +205+22.8% | Added |
| Yorktown Management & Research Co Inc | 1,100 | $257.0K | 0.20% | 00.0% | Unchanged |
| South Street Advisors LLC | 1,100 | $257.0K | 0.05% | +1,100 | New |
| NEXT Financial Group, Inc | 1,092 | $255.0K | 0.02% | −204−15.7% | Reduced |
| Two Sigma Securities, LLC | 1,092 | $255.0K | 0.06% | +1,092 | New |
| Horizon Investments, LLC | 1,077 | $251.0K | 0.01% | −4,230−79.7% | Reduced |
| Modus Advisors, LLC | 1,071 | $250.0K | 0.11% | +163+18.0% | Added |
| Vantage Consulting Group Inc | 1,068 | $250.0K | 0.04% | +1,068 | New |
| Credential Qtrade Securities Inc. | 1,068 | $249.8K | 0.02% | +128+13.6% | Added |
| Coldstream Capital Management Inc | 1,062 | $248.0K | 0.01% | +24+2.3% | Added |
| Searle & Co. | 1,050 | $246.0K | 0.10% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 1,046 | $245.0K | 0.09% | +21+2.0% | Added |
| Welch Group, LLC | 1,041 | $244.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,036 | $242.0K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,031 | $241.0K | 0.03% | −24−2.3% | Reduced |
| Psagot Investment House Ltd. | 1,031 | $241.0K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,031 | $241.0K | 0.13% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,027 | $240.0K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,025 | $240.0K | 0.02% | +25+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,028 | $240.0K | 0.00% | +525+104.4% | Added |
| Shell Asset Management Co | 1,020 | $239.0K | 0.00% | −311−23.4% | Reduced |
| Trustcore Financial Services, LLC | 1,021 | $239.0K | 0.03% | −15−1.4% | Reduced |
| Signaturefd, LLC | 1,017 | $238.0K | 0.01% | +74+7.8% | Added |
| Farr Miller & Washington LLC | 1,007 | $236.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,003 | $235.0K | 0.11% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $234.0K | 0.11% | −1,000−50.0% | Reduced |
| German American Bancorp, Inc. | 1,000 | $234.0K | 0.04% | −5−0.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $234.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $234.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $234.0K | 0.08% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $234.0K | 0.20% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,000 | $234.0K | 0.10% | +1,000 | New |
| NorthRock Partners, LLC | 997 | $233.0K | 0.02% | −29−2.8% | Reduced |
| Cipher Capital LP | 986 | $231.0K | 0.13% | −28,758−96.7% | Reduced |
| Round Table Services, LLC | 978 | $229.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 975 | $228.0K | 0.08% | −42−4.1% | Reduced |
| Haverford Trust Co | 966 | $226.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 969 | $226.0K | 0.03% | +18+1.9% | Added |
| Creative Financial Designs Inc | 965 | $226.0K | 0.04% | +26+2.8% | Added |
| Hilltop Holdings Inc. | 967 | $226.0K | 0.03% | +967 | New |
| Formidable Asset Management, LLC | 995 | $224.0K | 0.05% | +1+0.1% | Added |
| CPWM, LLC | 957 | $224.0K | 0.02% | −3−0.3% | Reduced |
| Equitable Holdings, Inc. | 954 | $223.0K | 0.00% | +954 | New |
| Columbia Trust Co 01012016 | 943 | $220.0K | 0.13% | −18−1.9% | Reduced |
| Hemenway Trust Co LLC | 933 | $218.0K | 0.02% | +933 | New |
| Allegiant Private Advisors, LLC | 928 | $217.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,017 | $216.0K | 0.02% | −42−4.0% | Reduced |
| Monetary Management Group Inc | 925 | $216.0K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 915 | $214.0K | 0.03% | −22−2.3% | Reduced |
| Seneca Financial Advisors LLC | 910 | $212.8K | 0.14% | +3+0.3% | Added |
| First National Bank & Trust Co of Newtown | 908 | $212.0K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 906 | $212.0K | 0.05% | +2+0.2% | Added |
| Wealth Architects, LLC | 900 | $211.0K | 0.04% | +5+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 899 | $210.0K | 0.01% | +899 | New |
| Baker Tilly Wealth Management, LLC | 899 | $210.0K | 0.03% | +899 | New |
| McLean Asset Management Corp | 925 | $207.0K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 885 | $207.0K | 0.00% | −26−2.9% | Reduced |
| Chesapeake Wealth Management | 873 | $204.0K | 0.07% | −68−7.2% | Reduced |
| Allworth Financial LP | 873 | $204.0K | 0.00% | −22−2.5% | Reduced |
| Tranquility Partners, LLC | 871 | $204.0K | 0.11% | +871 | New |
| Secure Asset Management, LLC | 868 | $203.0K | 0.10% | +868 | New |
| Thoroughbred Financial Services, LLC | 865 | $202.0K | 0.05% | +865 | New |
| Benin Management CORP | 860 | $201.0K | 0.06% | +860 | New |
| M&R Capital Management Inc | 855 | $199.0K | 0.05% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 800 | $187.0K | 0.97% | −8,206−91.1% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 773 | $181.0K | 0.09% | −343−30.7% | Reduced |
| Global Retirement Partners, LLC | 759 | $178.0K | 0.02% | +43+6.0% | Added |
| Brendel Financial Advisors LLC | 750 | $175.0K | 0.10% | +750 | New |
| Pacitti Group Inc. | 740 | $173.0K | 0.10% | −25−3.3% | Reduced |
| Optimum Investment Advisors | 740 | $173.0K | 0.05% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 735 | $172.0K | 0.03% | −7−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $170.0K | 0.12% | +325+81.3% | Added |
| Brown Brothers Harriman & Co | 694 | $162.0K | 0.00% | +97+16.2% | Added |
| Archer Investment Corp | 680 | $159.0K | 0.06% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 695 | $158.0K | 0.01% | −695−50.0% | Reduced |