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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 55 | $13.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $13.0K | 0.00% | +7+14.6% | Added |
| SRS Capital Advisors, Inc. | 57 | $13.0K | 0.00% | +57 | New |
| Focused Wealth Management, Inc | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| MD Financial Management Inc. | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 45 | $11.0K | 0.00% | +21+87.5% | Added |
| Centerpoint Advisors, LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $10.0K | 0.00% | +43 | New |
| Benjamin Edwards Inc | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $9.00K | 0.00% | +20+100.0% | Added |
| MV Capital Management, Inc. | 35 | $8.00K | 0.00% | +29+483.3% | Added |
| Raffa Wealth Management, LLC | 33 | $7.72K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 28 | $7.00K | 0.01% | −7−20.0% | Reduced |
| Baystate Wealth Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 29 | $7.00K | 0.01% | +3+11.5% | Added |
| TD Capital Management LLC | 30 | $7.00K | 0.00% | +30 | New |
| Flagship Private Wealth, LLC | 27 | $6.15K | 0.00% | +27 | New |
| TD Ameritrade Investment Management, LLC | 24 | $6.00K | 0.00% | −53−68.8% | Reduced |
| Old North State Trust, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Horizon Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 9 | $2.00K | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 3 | $1.00K | 0.00% | −357−99.2% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | −82−94.3% | Reduced |
| Gemmer Asset Management LLC | 6 | $1.00K | 0.00% | −17−73.9% | Reduced |
| Atwood & Palmer Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Arcadia Investment Advisors LLC | 4 | $936 | 0.00% | +4 | New |
| Exane Derivatives | 3 | $676 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $0 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | +1 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,917 | – | – | +3,917 | New |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −375,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −251,700−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −78,859−100.0% | Sold out |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,046−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −35,730−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,511−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −29,006−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −25,468−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −21,037−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −18,706−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −17,239−100.0% | Sold out |
| Garnet Equity Capital Holdings, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,289−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −10,657−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,860−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,277−100.0% | Sold out |
| Front Barnett Associates LLC | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,584−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −7,853−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −7,195−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,090−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −4,329−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |