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 |
|---|---|---|---|---|---|
| Cordasco Financial Network | 668 | $156.0K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 655 | $153.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 654 | $152.0K | 0.01% | +16+2.5% | Added |
| Spirit of America Management Corp | 650 | $152.0K | 0.03% | +500+333.3% | Added |
| Central Bank & Trust Co | 645 | $151.0K | 0.02% | +173+36.7% | Added |
| Quadrant Capital Group LLC | 632 | $148.0K | 0.02% | −56−8.1% | Reduced |
| Fortis Advisors, LLC | 631 | $148.0K | 0.09% | +630+63,000.0% | Added |
| Simon Quick Advisors, LLC | 630 | $147.0K | 0.04% | +2+0.3% | Added |
| Vestor Capital, LLC | 580 | $136.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 558 | $131.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 535 | $125.0K | 0.02% | −475−47.0% | Reduced |
| Tobam | 535 | $125.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 530 | $124.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 527 | $123.0K | 0.08% | +8+1.5% | Added |
| Smithfield Trust Co | 497 | $117.0K | 0.01% | −20−3.9% | Reduced |
| Carroll Financial Associates, Inc. | 498 | $116.0K | 0.01% | −51−9.3% | Reduced |
| Farmers & Merchants Investments Inc | 484 | $113.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 477 | $111.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 470 | $110.0K | 0.08% | +120+34.3% | Added |
| First Pacific Advisors, LP | 451 | $105.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 430 | $101.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 425 | $95.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 402 | $94.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $94.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $94.0K | 0.03% | +400 | New |
| Financial Perspectives, Inc | 400 | $93.6K | 0.05% | −90,800−99.6% | Reduced |
| Washington Trust Co | 393 | $92.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 390 | $91.0K | 0.01% | +215+122.9% | Added |
| Princeton Global Asset Management LLC | 385 | $90.0K | 0.03% | −25−6.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 372 | $87.0K | 0.00% | −23,982−98.5% | Reduced |
| Evoke Wealth, LLC | 367 | $86.0K | 0.00% | +81+28.3% | Added |
| Solstein Capital, LLC | 365 | $85.0K | 0.10% | −456−55.5% | Reduced |
| Eagle Bay Advisors LLC | 348 | $83.0K | 0.07% | +348 | New |
| TSFG, LLC | 337 | $79.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 342 | $79.0K | 0.01% | +52+17.9% | Added |
| Concord Wealth Partners | 317 | $74.0K | 0.02% | +55+21.0% | Added |
| Ellis Investment Partners, LLC | 315 | $73.0K | 0.02% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 308 | $72.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 280 | $65.0K | 0.03% | +225+409.1% | Added |
| American Research & Management Co. | 275 | $64.0K | 0.01% | +200+266.7% | Added |
| Systematic Alpha Investments, LLC | 290 | $63.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 260 | $61.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 256 | $59.0K | 0.02% | +167+187.6% | Added |
| First Command Bank | 250 | $58.0K | 0.01% | −450−64.3% | Reduced |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | −450−64.3% | Reduced |
| Blume Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $57.0K | 0.00% | +245 | New |
| Pin Oak Investment Advisors Inc | 240 | $56.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 238 | $55.7K | 0.00% | +8+3.5% | Added |
| Ninety One SA (PTY) Ltd | 228 | $54.0K | 0.02% | −29−11.3% | Reduced |
| Enterprise Financial Services Corp | 220 | $52.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 219 | $51.2K | 0.02% | +65+42.2% | Added |
| State of Wyoming | 214 | $50.0K | 0.03% | +49+29.7% | Added |
| Barnett & Company, Inc. | 206 | $48.0K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 200 | $47.0K | 0.04% | 00.0% | Unchanged |
| Financial Insights, Inc. | 200 | $46.8K | 0.04% | +200 | New |
| Ogorek Anthony Joseph | 199 | $46.0K | 0.02% | +1+0.5% | Added |
| Leelyn Smith, LLC | 189 | $44.0K | 0.01% | −609−76.3% | Reduced |
| Glen Eagle Advisors, LLC | 188 | $44.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 181 | $42.0K | 0.01% | +14+8.4% | Added |
| Kelly Lawrence W & Associates Inc | 170 | $40.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 170 | $40.0K | 0.01% | +1+0.6% | Added |
| Parkside Financial Bank & Trust | 169 | $40.0K | 0.01% | +15+9.7% | Added |
| Capital Directions Investment Advisors, LLC | 170 | $40.0K | 0.01% | +170 | New |
| Patriot Financial Group Insurance Agency, LLC | 168 | $39.0K | 0.01% | −5−2.9% | Reduced |
| Truvestments Capital LLC | 160 | $38.0K | 0.02% | −150−48.4% | Reduced |
| Johnson Financial Group, Inc. | 160 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 158 | $37.0K | 0.01% | +100+172.4% | Added |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | +83+115.3% | Added |
| Heritage Wealth Advisors | 150 | $35.1K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 149 | $35.0K | 0.02% | −45−23.2% | Reduced |
| First Manhattan Co | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 145 | $34.0K | 0.01% | +15+11.5% | Added |
| Private Ocean, LLC | 146 | $34.0K | 0.00% | +21+16.8% | Added |
| JNBA Financial Advisors | 142 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 139 | $33.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 142 | $33.0K | 0.00% | +142 | New |
| Center for Financial Planning, Inc. | 135 | $32.0K | 0.01% | +100+285.7% | Added |
| Column Capital Advisors, LLC | 130 | $30.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $30.0K | 0.01% | +18+16.7% | Added |
| Credit Agricole S A | 126 | $29.0K | 0.00% | −318−71.6% | Reduced |
| Fieldpoint Private Securities, LLC | 118 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 113 | $26.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $26.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 93 | $22.0K | 0.00% | +93 | New |
| IMA Wealth, Inc. | 90 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 86 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $19.0K | 0.01% | −23−18.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 81 | $18.9K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 69 | $17.0K | 0.01% | +69 | New |
| Brewin Dolphin Wealth Management Ltd | 65 | $15.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 62 | $14.5K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |