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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 4,908 | $1.14M | 0.48% | +988+25.2% | Added |
| Engineers Gate Manager LP | 4,857 | $1.14M | 0.07% | −13,183−73.1% | Reduced |
| Wealth Advisors, Inc. | 5,000 | $1.13M | 0.42% | −700−12.3% | Reduced |
| McDonald Partners LLC | 4,825 | $1.13M | 0.27% | +55+1.2% | Added |
| Compagnie Lombard Odier SCmA | 4,800 | $1.12M | 0.02% | +4,800 | New |
| Swiss Life Asset Management Ltd | 1,861 | $1.11M | 0.01% | +281+17.8% | Added |
| BKD Wealth Advisors, LLC | 4,757 | $1.11M | 0.05% | +112+2.4% | Added |
| Integrated Wealth Concepts LLC | 4,756 | $1.11M | 0.04% | +444+10.3% | Added |
| Parallel Advisors, LLC | 4,735 | $1.11M | 0.05% | +69+1.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 4,711 | $1.10M | 0.02% | +226+5.0% | Added |
| Sky Investment Group LLC | 4,707 | $1.10M | 0.25% | −623−11.7% | Reduced |
| Marco Investment Management LLC | 4,705 | $1.10M | 0.13% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,671 | $1.09M | 0.20% | +4,671 | New |
| Caldwell Trust Co | 4,655 | $1.09M | 0.14% | −1,014−17.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,647 | $1.09M | 0.26% | −14−0.3% | Reduced |
| Cadence Bank NA | 4,647 | $1.09M | 0.33% | +48+1.0% | Added |
| Malaga Cove Capital, LLC | 4,595 | $1.07M | 0.46% | +30+0.7% | Added |
| Kistler-Tiffany Companies, LLC | 4,585 | $1.07M | 0.25% | +112+2.5% | Added |
| IBM Retirement Fund | 4,549 | $1.06M | 0.08% | −889−16.3% | Reduced |
| Pathstone Family Office, LLC | 4,541 | $1.06M | 0.03% | +315+7.5% | Added |
| Transcend Wealth Collective, LLC | 4,509 | $1.05M | 0.15% | −292−6.1% | Reduced |
| Ancora Advisors, LLC | 4,481 | $1.05M | 0.03% | −372−7.7% | Reduced |
| Regal Investment Advisors LLC | 4,448 | $1.04M | 0.10% | +4,448 | New |
| Princeton Portfolio Strategies Group LLC | 4,427 | $1.03M | 0.20% | +235+5.6% | Added |
| LVW Advisors, LLC | 4,402 | $1.03M | 0.18% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,399 | $1.03M | 0.11% | −193−4.2% | Reduced |
| Cetera Advisors LLC | 4,378 | $1.02M | 0.02% | +263+6.4% | Added |
| Verition Fund Management LLC | 4,338 | $1.01M | 0.01% | +2,407+124.7% | Added |
| Piscataqua Savings Bank | 4,296 | $1.00M | 0.86% | +28+0.7% | Added |
| North Star Investment Management Corp. | 4,264 | $997.0K | 0.08% | +2,992+235.2% | Added |
| Quantbot Technologies LP | 4,261 | $996.0K | 0.08% | −14,592−77.4% | Reduced |
| Archford Capital Strategies, LLC | 4,254 | $995.0K | 0.25% | −305−6.7% | Reduced |
| Dana Investment Advisors, Inc. | 4,209 | $984.0K | 0.04% | +98+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,182 | $978.0K | 0.05% | −331−7.3% | Reduced |
| SG Americas Securities, LLC | 4,144 | $969.0K | 0.01% | −16,267−79.7% | Reduced |
| TD Private Client Wealth LLC | 4,109 | $961.0K | 0.04% | −85−2.0% | Reduced |
| ELCO Management Co., LLC | 4,105 | $960.0K | 0.71% | −12−0.3% | Reduced |
| BP PLC | 4,074 | $953.0K | 0.04% | −1,693−29.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,076 | $953.0K | 0.02% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 4,045 | $946.0K | 0.09% | +43+1.1% | Added |
| World Asset Management Inc | 4,023 | $941.0K | 0.09% | −132−3.2% | Reduced |
| Oak Ridge Investments LLC | 4,017 | $940.0K | 0.08% | +40+1.0% | Added |
| MAI Capital Management | 4,016 | $939.0K | 0.02% | −162−3.9% | Reduced |
| Resource Management, LLC | 4,000 | $936.0K | 0.11% | +10.0% | Added |
| K.J. Harrison & Partners Inc | 4,000 | $936.0K | 0.13% | +900+29.0% | Added |
| Raymond James Trust N.A. | 3,968 | $928.0K | 0.03% | +1,379+53.3% | Added |
| Veritable, L.P. | 3,954 | $925.0K | 0.01% | +69+1.8% | Added |
| Keybank National Association | 3,948 | $923.0K | 0.00% | +1,183+42.8% | Added |
| Harbor Investment Advisory, LLC | 3,942 | $922.0K | 0.13% | +935+31.1% | Added |
| Ballast, Inc. | 3,935 | $920.0K | 0.39% | +961+32.3% | Added |
| Stableford Capital II LLC | 3,921 | $917.0K | 0.44% | +3,921 | New |
| Eads & Heald Wealth Management | 3,906 | $914.0K | 0.45% | +378+10.7% | Added |
| Western Wealth Management, LLC | 3,857 | $907.0K | 0.09% | +1,856+92.8% | Added |
| KMG Fiduciary Partners, LLC | 3,826 | $895.0K | 0.16% | −160−4.0% | Reduced |
| Essex Financial Services, Inc. | 3,912 | $892.0K | 0.13% | 00.0% | Unchanged |
| St. James Investment Company, LLC | 3,774 | $883.0K | 0.12% | −211−5.3% | Reduced |
| Roundview Capital LLC | 3,762 | $880.0K | 0.10% | +10.0% | Added |
| Allstate Corp | 3,719 | $870.0K | 0.03% | −454−10.9% | Reduced |
| International Assets Investment Management, LLC | 3,698 | $865.0K | 0.16% | −3,107−45.7% | Reduced |
| Neo Ivy Capital Management | 3,689 | $863.0K | 0.87% | +3,171+612.2% | Added |
| Delta Financial Advisors LLC | 3,686 | $862.0K | 0.38% | +464+14.4% | Added |
| Prentice Wealth Management LLC | 3,681 | $861.0K | 0.44% | −23−0.6% | Reduced |
| Exchange Capital Management, Inc. | 3,675 | $860.0K | 0.16% | −75−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 3,662 | $857.0K | 0.13% | −357−8.9% | Reduced |
| CSS LLC | 3,605 | $848.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,582 | $838.0K | 0.00% | −1,742−32.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,568 | $835.0K | 0.31% | +138+4.0% | Added |
| Quantitative Systematic Strategies LLC | 3,566 | $834.0K | 0.29% | −7,249−67.0% | Reduced |
| Weik Capital Management | 3,565 | $834.0K | 0.32% | +135+3.9% | Added |
| Kovack Advisors, Inc. | 3,557 | $832.0K | 0.09% | +31+0.9% | Added |
| Cornerstone Advisory, LLC | 3,552 | $831.0K | 0.14% | 00.0% | Unchanged |
| Pitcairn Co | 3,548 | $830.0K | 0.06% | −80−2.2% | Reduced |
| DuPont Capital Management Corp | 3,505 | $820.0K | 0.02% | +493+16.4% | Added |
| Price Michael F | 3,500 | $819.0K | 0.09% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,500 | $819.0K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,467 | $811.0K | 0.00% | +1,355+64.2% | Added |
| Bragg Financial Advisors, Inc | 3,448 | $806.0K | 0.05% | −290−7.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,405 | $796.0K | 0.03% | +2,119+164.8% | Added |
| Forte Capital LLC | 3,372 | $789.0K | 0.11% | +49+1.5% | Added |
| HC Financial Advisors Inc | 3,339 | $781.0K | 0.46% | −263−7.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,340 | $781.0K | 0.28% | +50+1.5% | Added |
| Argent Trust Co | 3,337 | $780.0K | 0.05% | +71+2.2% | Added |
| Atlas Brown,Inc. | 3,306 | $773.0K | 0.33% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,287 | $769.0K | 0.01% | +207+6.7% | Added |
| Great Valley Advisor Group, Inc. | 3,272 | $761.0K | 0.06% | −10−0.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,235 | $757.0K | 0.52% | +679+26.6% | Added |
| Platform Technology Partners | 3,238 | $757.0K | 0.31% | +3,238 | New |
| Intrust Bank NA | 3,216 | $753.0K | 0.10% | +117+3.8% | Added |
| Acadian Asset Management LLC | 3,197 | $749.0K | 0.00% | −5,886−64.8% | Reduced |
| Meridian Financial Partners LLC | 3,318 | $747.0K | 0.51% | +123+3.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,174 | $742.0K | 0.05% | +544+20.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,174 | $742.0K | 0.17% | +3,174 | New |
| Ameritas Investment Company, LLC | 1,197 | $730.0K | 0.04% | −2,161−64.4% | Reduced |
| Planning Directions Inc | 3,106 | $726.0K | 0.53% | +8+0.3% | Added |
| Illinois Municipal Retirement Fund | 3,095 | $724.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,079 | $720.0K | 0.03% | +54+1.8% | Added |
| Old Port Advisors | 3,148 | $711.0K | 0.26% | −125−3.8% | Reduced |
| Bamco Inc | 3,016 | $705.0K | 0.00% | +161+5.6% | Added |
| PDT Partners, LLC | 3,000 | $702.0K | 0.05% | −17,300−85.2% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $702.0K | 0.01% | 00.0% | Unchanged |