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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,839 | $2.07M | 0.04% | −6,522−42.5% | Reduced |
| Sargent Bickham Lagudis LLC | 8,818 | $2.06M | 0.17% | +157+1.8% | Added |
| Jefferies Group LLC | 8,812 | $2.06M | 0.04% | −5,001−36.2% | Reduced |
| Advisory Services Network, LLC | 8,733 | $2.04M | 0.06% | +749+9.4% | Added |
| Wunderlich Capital Managemnt | 8,665 | $2.03M | 1.03% | +153+1.8% | Added |
| Pantheon Investment Group, LLC | 8,618 | $2.02M | 1.69% | +614+7.7% | Added |
| West Oak Capital, LLC | 8,545 | $2.00M | 0.79% | +150+1.8% | Added |
| HCR Wealth Advisors | 8,546 | $2.00M | 0.35% | +567+7.1% | Added |
| Spire Wealth Management | 8,518 | $1.99M | 0.05% | −978−10.3% | Reduced |
| Bessemer Group Inc | 8,483 | $1.98M | 0.00% | +45+0.5% | Added |
| Bahl & Gaynor Inc | 8,476 | $1.98M | 0.01% | −510−5.7% | Reduced |
| Fernwood Investment Management, LLC | 8,366 | $1.96M | 0.65% | +140+1.7% | Added |
| GWM Advisors LLC | 8,278 | $1.94M | 0.05% | +3,751+82.9% | Added |
| Investment House LLC | 8,270 | $1.93M | 0.14% | +1,455+21.3% | Added |
| Cambria Investment Management, L.P. | 8,253 | $1.93M | 0.33% | +804+10.8% | Added |
| CX Institutional | 8,207 | $1.92M | 0.16% | −216−2.6% | Reduced |
| Virtu Financial LLC | 8,182 | $1.91M | 0.19% | +3,544+76.4% | Added |
| Mercer Global Advisors Inc | 8,177 | $1.91M | 0.01% | +1,669+25.6% | Added |
| Capital Analysts, LLC | 8,125 | $1.90M | 0.13% | +481+6.3% | Added |
| Laurel Wealth Advisors, Inc. | 8,021 | $1.88M | 0.24% | +769+10.6% | Added |
| Triangle Securities Wealth Management | 8,001 | $1.87M | 0.63% | +125+1.6% | Added |
| American Portfolios Advisors | 7,849 | $1.84M | 0.07% | +408+5.5% | Added |
| Beacon Pointe Advisors, LLC | 7,813 | $1.83M | 0.06% | +7,813 | New |
| FineMark National Bank & Trust | 7,771 | $1.82M | 0.07% | −68−0.9% | Reduced |
| Usca Ria LLC | 7,768 | $1.82M | 0.11% | −202−2.5% | Reduced |
| Deane Retirement Strategies, Inc. | 7,726 | $1.81M | 0.99% | +109+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 7,708 | $1.80M | 0.44% | +633+8.9% | Added |
| Burns J W & Co Inc | 7,706 | $1.80M | 0.28% | −160−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,674 | $1.79M | 0.03% | −33−0.4% | Reduced |
| Achmea Investment Management B.V. | 7,666 | $1.79M | 0.06% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7,595 | $1.78M | 1.71% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,575 | $1.77M | 0.46% | +427+6.0% | Added |
| Oppenheimer & Co Inc | 7,545 | $1.76M | 0.03% | +340+4.7% | Added |
| Atlantic Union Bankshares Corp | 7,542 | $1.76M | 0.17% | +2,254+42.6% | Added |
| Hoertkorn Richard Charles | 7,500 | $1.75M | 0.78% | 00.0% | Unchanged |
| Gs Investments, Inc. | 7,485 | $1.75M | 2.39% | +4,000+114.8% | Added |
| Harbour Investments, Inc. | 7,426 | $1.74M | 0.06% | +180+2.5% | Added |
| SWS Partners | 7,326 | $1.71M | 1.12% | +186+2.6% | Added |
| Umb Bank N A | 7,144 | $1.67M | 0.04% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 7,085 | $1.66M | 0.36% | +296+4.4% | Added |
| Arrow Financial Corp | 7,055 | $1.65M | 0.21% | −323−4.4% | Reduced |
| Citizens National Bank Trust Department | 7,045 | $1.65M | 0.47% | +35+0.5% | Added |
| Occidental Asset Management, LLC | 7,032 | $1.65M | 0.44% | +443+6.7% | Added |
| Pflug Koory, LLC | 7,029 | $1.64M | 0.86% | +200+2.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 7,016 | $1.64M | 0.91% | +100+1.4% | Added |
| Sigma Planning Corp | 6,983 | $1.63M | 0.05% | +1,476+26.8% | Added |
| Hudson Canyon Capital Management | 6,826 | $1.60M | 1.19% | −523−7.1% | Reduced |
| Condor Capital Management | 6,724 | $1.57M | 0.17% | −19−0.3% | Reduced |
| TownSquare Capital, LLC | 6,700 | $1.54M | 0.05% | +53+0.8% | Added |
| Redwood Investments, LLC | 6,505 | $1.52M | 0.12% | +6,505 | New |
| IFP Advisors, Inc | 6,493 | $1.52M | 0.03% | +52+0.8% | Added |
| Wedbush Securities Inc | 6,478 | $1.51M | 0.07% | +314+5.1% | Added |
| Aevitas Wealth Management, Inc. | 6,379 | $1.49M | 0.95% | −5−0.1% | Reduced |
| Guardian Capital LP | 6,380 | $1.49M | 0.03% | +1,100+20.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,344 | $1.48M | 0.01% | −636−9.1% | Reduced |
| Regentatlantic Capital LLC | 6,271 | $1.47M | 0.05% | +266+4.4% | Added |
| American National Registered Investment Advisor, Inc. | 6,222 | $1.46M | 0.52% | −111−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,164 | $1.44M | 0.04% | −152−2.4% | Reduced |
| Grace Capital | 6,150 | $1.44M | 0.96% | +150+2.5% | Added |
| Terra Nova Asset Management LLC | 6,087 | $1.42M | 1.22% | −568−8.5% | Reduced |
| BDO Wealth Advisors, LLC | 6,088 | $1.42M | 0.16% | +259+4.4% | Added |
| Glenmede Trust Co NA | 6,058 | $1.42M | 0.01% | +207+3.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,018 | $1.41M | 0.07% | +6,018 | New |
| Miller Investment Management, LP | 6,000 | $1.40M | 0.24% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,989 | $1.40M | 0.39% | −141−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 5,978 | $1.40M | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 5,978 | $1.40M | 0.06% | +5,978 | New |
| Edmond de Rothschild Holding S.A. | 5,925 | $1.39M | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,906 | $1.38M | 0.04% | +3,005+103.6% | Added |
| Jaffetilchin Investment Partners, LLC | 5,751 | $1.34M | 0.09% | +2,695+88.2% | Added |
| Kestra Private Wealth Services, LLC | 5,625 | $1.32M | 0.08% | −33−0.6% | Reduced |
| Bangor Savings Bank | 5,606 | $1.31M | 0.15% | −75−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,586 | $1.31M | 0.43% | −116−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 5,580 | $1.30M | 0.00% | −888−13.7% | Reduced |
| Lipe & Dalton | 5,579 | $1.30M | 0.68% | +50+0.9% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 5,556 | $1.30M | 0.18% | +3,963+248.8% | Added |
| Shapiro Capital Management LLC | 5,530 | $1.29M | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,475 | $1.28M | 1.18% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,452 | $1.27M | 0.10% | +370+7.3% | Added |
| Executive Wealth Management, LLC | 5,451 | $1.27M | 0.14% | +559+11.4% | Added |
| Trust Investment Advisors | 5,443 | $1.27M | 1.13% | +172+3.3% | Added |
| Cornercap Investment Counsel Inc | 5,373 | $1.26M | 0.14% | −982−15.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,365 | $1.26M | 0.01% | +669+14.2% | Added |
| Redpoint Investment Management Pty Ltd | 5,320 | $1.24M | 0.10% | +432+8.8% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.24M | 0.71% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,295 | $1.24M | 0.09% | −827−13.5% | Reduced |
| Garner Asset Management Corp | 5,293 | $1.24M | 0.60% | +25+0.5% | Added |
| Bryn Mawr Trust Co | 5,268 | $1.23M | 0.05% | −265−4.8% | Reduced |
| Fiduciary Trust Co | 5,231 | $1.22M | 0.02% | −198−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,190 | $1.21M | 0.03% | +352+7.3% | Added |
| Jacobi Capital Management LLC | 5,138 | $1.20M | 0.16% | −9−0.2% | Reduced |
| Advisor Partners LLC | 5,129 | $1.20M | 0.08% | +85+1.7% | Added |
| Neumann Capital Management, LLC | 5,107 | $1.20M | 0.54% | −100−1.9% | Reduced |
| Zevenbergen Capital Investments LLC | 5,095 | $1.19M | 0.02% | +180+3.7% | Added |
| Lowe Brockenbrough & Co Inc | 5,059 | $1.18M | 0.11% | +78+1.6% | Added |
| Atria Investments LLC | 5,035 | $1.18M | 0.02% | +16+0.3% | Added |
| Fairbanks Capital Management, Inc. | 5,018 | $1.17M | 0.93% | +151+3.1% | Added |
| TBH Global Asset Management, LLC | 5,011 | $1.17M | 0.27% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 4,873 | $1.14M | 0.50% | +259+5.6% | Added |
| Choate Investment Advisors | 4,869 | $1.14M | 0.07% | −62−1.3% | Reduced |