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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 14,772 | $3.46M | 0.10% | +12,561+568.1% | Added |
| Univest Financial Corp | 14,713 | $3.44M | 0.94% | −1,066−6.8% | Reduced |
| Toth Financial Advisory Corp | 14,654 | $3.43M | 0.52% | +388+2.7% | Added |
| Intellectus Partners, LLC | 14,422 | $3.37M | 0.76% | +1,453+11.2% | Added |
| Aviance Capital Partners, LLC | 14,337 | $3.35M | 0.59% | +885+6.6% | Added |
| Securian Asset Management, Inc | 14,273 | $3.34M | 0.07% | −260−1.8% | Reduced |
| Private Trust Co NA | 14,132 | $3.32M | 0.50% | −20−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 14,176 | $3.32M | 0.04% | +176+1.3% | Added |
| Valeo Financial Advisors, LLC | 14,149 | $3.31M | 0.20% | +141+1.0% | Added |
| Sand Hill Global Advisors, LLC | 14,104 | $3.30M | 0.20% | +497+3.7% | Added |
| Pacer Advisors, Inc. | 13,997 | $3.27M | 0.05% | +4,559+48.3% | Added |
| Norinchukin Bank, The | 13,986 | $3.27M | 0.05% | −123−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 13,929 | $3.26M | 1.75% | +501+3.7% | Added |
| ING Groep NV | 13,880 | $3.25M | 0.05% | +2,622+23.3% | Added |
| Security National Trust Co | 13,808 | $3.23M | 0.72% | +2,595+23.1% | Added |
| South Dakota Investment Council | 13,761 | $3.22M | 0.06% | −1,320−8.8% | Reduced |
| Appleton Partners Inc | 13,596 | $3.18M | 0.27% | +5,285+63.6% | Added |
| Patton Albertson Miller Group, LLC | 13,569 | $3.17M | 0.72% | +484+3.7% | Added |
| Kavar Capital Partners Group, LLC | 13,564 | $3.17M | 0.77% | +100+0.7% | Added |
| Hohimer Wealth Management, LLC | 13,547 | $3.17M | 0.65% | +976+7.8% | Added |
| Oak Asset Management, LLC | 13,505 | $3.16M | 1.33% | +952+7.6% | Added |
| AE Wealth Management LLC | 13,463 | $3.15M | 0.03% | +1,908+16.5% | Added |
| PFS Investments Inc. | 13,769 | $3.13M | 0.07% | +7,179+108.9% | Added |
| River Wealth Advisors LLC | 13,351 | $3.12M | 0.55% | +577+4.5% | Added |
| Panagora Asset Management Inc | 13,229 | $3.09M | 0.02% | +780+6.3% | Added |
| APG Asset Management N.V. | 15,664 | $3.09M | 0.01% | −11,400−42.1% | Reduced |
| Meridian Management Co | 13,144 | $3.07M | 0.91% | −3,544−21.2% | Reduced |
| Candriam Luxembourg S.C.A. | 13,100 | $3.06M | 0.02% | −18,209−58.2% | Reduced |
| Three Peaks Capital Management, LLC | 13,020 | $3.04M | 0.94% | −3,439−20.9% | Reduced |
| Soros Capital Management LLC | 12,831 | $3.00M | 0.39% | −768−5.6% | Reduced |
| Madison Asset Management, LLC | 12,575 | $2.94M | 0.04% | +12,575 | New |
| City Holding Co | 12,457 | $2.91M | 0.51% | +33+0.3% | 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 |
| Maryland State Retirement & Pension System | 12,541 | $2.88M | 0.09% | +141+1.1% | 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 |
| MML Investors Services, LLC | 12,086 | $2.83M | 0.02% | +535+4.6% | Added |
| Mariner, LLC | 12,037 | $2.81M | 0.02% | +12,037 | New |
| 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 |
| Nippon Life Global Investors Americas, Inc. | 11,920 | $2.79M | 0.14% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 11,907 | $2.79M | 0.09% | −322−2.6% | Reduced |
| Westfield Capital Management Co LP | 11,889 | $2.78M | 0.02% | −1,595−11.8% | Reduced |
| Private Wealth Partners, LLC | 11,875 | $2.78M | 0.26% | +11,875 | New |
| Fulton Bank, N.A. | 11,842 | $2.77M | 0.13% | +333+2.9% | Added |
| Van Hulzen Asset Management, LLC | 11,840 | $2.77M | 0.42% | −2,132−15.3% | Reduced |
| CIBC World Markets Corp | 11,734 | $2.74M | 0.02% | −76,144−86.6% | Reduced |
| QS Investors, LLC | 11,720 | $2.74M | 0.03% | −7,554−39.2% | Reduced |
| Seeyond | 11,637 | $2.72M | 0.25% | +52+0.4% | Added |
| Carmignac Gestion | 11,601 | $2.71M | 0.03% | −559,364−98.0% | Reduced |
| HM Payson & Co | 11,535 | $2.70M | 0.07% | −383−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 11,403 | $2.67M | 0.63% | +312+2.8% | Added |
| Old Second National Bank of Aurora | 11,336 | $2.65M | 0.73% | −30.0% | Reduced |
| AXA S.A. | 11,332 | $2.65M | 0.01% | −36−0.3% | Reduced |
| New Mexico Educational Retirement Board | 11,321 | $2.65M | 0.09% | +600+5.6% | Added |
| Cox Capital Mgt LLC | 11,235 | $2.63M | 1.76% | +653+6.2% | Added |
| Level Four Advisory Services, LLC | 11,190 | $2.62M | 0.18% | +261+2.4% | Added |
| Bogart Wealth, LLC | 11,182 | $2.62M | 0.29% | +2,091+23.0% | Added |
| Ar Asset Management Inc | 11,100 | $2.60M | 0.73% | 00.0% | Unchanged |
| Farmers Trust Co | 11,031 | $2.58M | 0.57% | +86+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,000 | $2.57M | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 10,929 | $2.56M | 1.51% | +7+0.1% | Added |
| Coastline Trust Co | 10,845 | $2.54M | 0.31% | −1,050−8.8% | Reduced |
| Oppenheimer Asset Management Inc. | 10,841 | $2.54M | 0.04% | +5,007+85.8% | Added |
| People's United Financial, Inc. | 10,784 | $2.52M | 0.06% | −95−0.9% | Reduced |
| Storebrand Asset Management AS | 10,749 | $2.51M | 0.01% | −267−2.4% | Reduced |
| SFMG, LLC | 10,712 | $2.50M | 0.28% | +31+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,696 | $2.50M | 0.06% | −17−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,610 | $2.48M | 0.02% | −7−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,513 | $2.46M | 0.02% | −4,407−29.5% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $2.46M | 0.06% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 10,423 | $2.44M | 0.64% | −903−8.0% | Reduced |
| Dynamic Advisor Solutions LLC | 10,394 | $2.43M | 0.19% | +226+2.2% | Added |
| Great Lakes Advisors, LLC | 10,381 | $2.43M | 0.04% | −4,106−28.3% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.41M | 0.67% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,282 | $2.40M | 0.04% | −525−4.9% | Reduced |
| Altman Advisors, Inc. | 10,703 | $2.33M | 1.31% | +988+10.2% | Added |
| Kentucky Retirement Systems | 9,841 | $2.30M | 0.11% | −230−2.3% | Reduced |
| WD Rutherford LLC | 9,765 | $2.28M | 1.27% | +25+0.3% | Added |
| Ninety One North America, Inc. | 9,762 | $2.28M | 0.11% | −2,498−20.4% | Reduced |
| Xcel Wealth Management, LLC | 9,719 | $2.27M | 0.69% | −50−0.5% | Reduced |
| LaFleur & Godfrey LLC | 9,623 | $2.25M | 0.32% | +240+2.6% | Added |
| Cobblestone Capital Advisors LLC | 9,515 | $2.23M | 0.15% | +102+1.1% | Added |
| Fma Advisory Inc | 9,489 | $2.22M | 0.82% | −27−0.3% | Reduced |
| Griffin Asset Management, Inc. | 9,460 | $2.21M | 0.27% | −114−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 9,505 | $2.21M | 0.11% | +2,840+42.6% | Added |
| Advisory Research Inc | 9,311 | $2.18M | 0.14% | +285+3.2% | Added |
| Enterprise Bank & Trust Co | 9,287 | $2.17M | 0.86% | +115+1.3% | Added |
| Baldwin Investment Management, LLC | 9,266 | $2.17M | 0.37% | −85−0.9% | Reduced |
| Xponance, Inc. | 9,236 | $2.16M | 0.04% | +1,994+27.5% | Added |
| Daiwa Securities Group Inc. | 9,171 | $2.15M | 0.01% | +317+3.6% | Added |
| Captrust Financial Advisors | 9,108 | $2.13M | 0.02% | +246+2.8% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,105 | $2.13M | 1.87% | −470−4.9% | Reduced |
| Hedeker Wealth, LLC | 9,084 | $2.12M | 0.66% | +9,084 | New |
| Outfitter Financial LLC | 9,060 | $2.12M | 1.62% | +65+0.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,057 | $2.12M | 0.50% | +535+6.3% | Added |
| Belpointe Asset Management LLC | 9,001 | $2.10M | 0.15% | +564+6.7% | Added |
| Archon Partners LLC | 8,900 | $2.08M | 0.26% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 8,873 | $2.08M | 0.57% | −21−0.2% | Reduced |