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 |
|---|---|---|---|---|---|
| Community Capital Management, Inc. | 3,000 | $702.0K | 0.71% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,002 | $702.0K | 0.01% | +46+1.6% | Added |
| Duality Advisers, LP | 2,970 | $695.0K | 0.06% | −34,388−92.0% | Reduced |
| Perigon Wealth Management, LLC | 2,961 | $693.0K | 0.06% | +10+0.3% | Added |
| SeaCrest Wealth Management, LLC | 2,962 | $693.0K | 0.08% | +2,962 | New |
| Teza Capital Management LLC | 2,952 | $690.0K | 0.11% | −5,832−66.4% | Reduced |
| Chicago Capital, LLC | 2,950 | $690.0K | 0.03% | +4+0.1% | Added |
| Banque Cantonale Vaudoise | 2,946 | $689.0K | 0.03% | −37−1.2% | Reduced |
| Meridian Wealth Management, LLC | 2,919 | $683.0K | 0.09% | +246+9.2% | Added |
| Navalign, LLC | 2,914 | $682.0K | 0.29% | +209+7.7% | Added |
| Cozad Asset Management Inc | 2,906 | $680.0K | 0.11% | −2,240−43.5% | Reduced |
| TLWM | 2,904 | $680.0K | 0.24% | +32+1.1% | Added |
| AlphaCrest Capital Management LLC | 2,905 | $679.0K | 0.03% | −7,398−71.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,900 | $678.0K | 0.23% | +97+3.5% | Added |
| Douglass Winthrop Advisors, LLC | 2,893 | $677.0K | 0.02% | +60+2.1% | Added |
| Diametric Capital, LP | 2,884 | $675.0K | 0.49% | +200+7.5% | Added |
| Brookstone Capital Management | 2,986 | $673.0K | 0.01% | +253+9.3% | Added |
| Pendal Group Limited | 2,870 | $671.0K | 0.01% | +1,328+86.1% | Added |
| Laidlaw Wealth Management LLC | 2,856 | $668.0K | 0.17% | +344+13.7% | Added |
| Vestcor Inc | 2,852 | $667.0K | 0.02% | −304−9.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,852 | $667.0K | 0.03% | +10.0% | Added |
| Bank Hapoalim BM | 2,845 | $665.0K | 0.08% | +245+9.4% | Added |
| Resources Investment Advisors, LLC. | 2,808 | $657.0K | 0.03% | +119+4.4% | Added |
| Intact Investment Management Inc. | 2,800 | $655.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,727 | $638.0K | 0.03% | +436+19.0% | Added |
| Patriot Investment Management Inc. | 2,700 | $631.0K | 0.06% | +220+8.9% | Added |
| Nomura Holdings Inc | 2,653 | $619.0K | 0.01% | +1,820+218.5% | Added |
| Copperwynd Financial, LLC | 2,634 | $616.0K | 0.26% | +31+1.2% | Added |
| Sustainable Insight Capital Management, LLC | 2,612 | $611.0K | 0.36% | +2,612 | New |
| Prelude Capital Management, LLC | 2,603 | $609.0K | 0.03% | −5,308−67.1% | Reduced |
| Calton & Associates, Inc. | 2,584 | $604.0K | 0.11% | +313+13.8% | Added |
| Tributary Capital Management, LLC | 2,580 | $603.0K | 0.05% | −130−4.8% | Reduced |
| Gilman Hill Asset Management, LLC | 2,570 | $601.0K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,569 | $601.0K | 0.04% | +22+0.9% | Added |
| Roanoke Asset Management Corp | 2,550 | $596.0K | 0.21% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,529 | $592.0K | 0.03% | +168+7.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,518 | $589.0K | 0.04% | 00.0% | Unchanged |
| Pratt Collard Advisory Partners LLC | 2,495 | $584.0K | 0.39% | +225+9.9% | Added |
| Natixis Investment Managers International | 2,480 | $580.0K | 0.04% | −1,145−31.6% | Reduced |
| Financial Advocates Investment Management | 4,938 | $580.0K | 0.04% | +2,803+131.3% | Added |
| We Are One Seven, LLC | 2,469 | $577.0K | 0.08% | +50+2.1% | Added |
| Corient Capital Partners, LLC | 2,452 | $574.0K | 0.04% | +639+35.2% | Added |
| Leonteq Securities AG | 2,453 | $573.7K | 0.04% | −418−14.6% | Reduced |
| Profund Advisors LLC | 2,446 | $573.0K | 0.02% | −152−5.9% | Reduced |
| Sonata Capital Group Inc | 2,450 | $573.0K | 0.26% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,450 | $573.0K | 0.18% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,445 | $572.0K | 0.22% | −6−0.2% | Reduced |
| JustInvest LLC | 2,444 | $572.0K | 0.06% | +734+42.9% | Added |
| Community Bank, N.A. | 2,425 | $567.0K | 0.07% | −100−4.0% | Reduced |
| Allred Capital Management, LLC | 2,423 | $566.0K | 0.28% | −11−0.5% | Reduced |
| Quantamental Technologies LLC | 2,415 | $565.0K | 0.50% | +2,415 | New |
| Sheaff Brock Investment Advisors, LLC | 2,406 | $563.0K | 0.05% | +1,000+71.1% | Added |
| Arnhold LLC | 2,400 | $561.0K | 0.06% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 2,354 | $551.0K | 0.04% | +17+0.7% | Added |
| Ameritas Investment Partners, Inc. | 2,353 | $550.0K | 0.02% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,344 | $548.0K | 0.36% | +267+12.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,329 | $545.0K | 0.01% | −24−1.0% | Reduced |
| Aureus Asset Management, LLC | 2,327 | $544.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 2,322 | $543.0K | 0.02% | −217−8.5% | Reduced |
| HighPoint Advisor Group LLC | 2,316 | $542.0K | 0.05% | +125+5.7% | Added |
| Boston Family Office LLC | 2,310 | $540.0K | 0.04% | +33+1.4% | Added |
| Washington Capital Management Inc | 2,300 | $538.0K | 0.65% | −500−17.9% | Reduced |
| ProVise Management Group, LLC | 2,296 | $537.0K | 0.05% | −31−1.3% | Reduced |
| HNP Capital LLC | 2,298 | $537.0K | 0.14% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,298 | $537.0K | 0.14% | +846+58.3% | Added |
| Cim Investment Mangement Inc | 2,282 | $534.0K | 0.17% | −2,317−50.4% | Reduced |
| Collective Family Office LLC | 2,276 | $532.0K | 0.23% | +200+9.6% | Added |
| Lokken Investment Group LLC | 2,265 | $530.0K | 0.43% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,247 | $526.0K | 0.03% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,250 | $526.0K | 0.08% | +2,250 | New |
| WBH Advisory Inc | 2,322 | $522.0K | 0.08% | −171−6.9% | Reduced |
| Lake Street Financial LLC | 2,238 | $519.0K | 0.13% | +207+10.2% | Added |
| Lincoln National Corp | 2,214 | $518.0K | 0.01% | +147+7.1% | Added |
| Park Avenue Securities LLC | 2,202 | $515.0K | 0.01% | −1,297−37.1% | Reduced |
| Comerica Securities,inc. | 2,201 | $515.0K | 0.04% | +135+6.5% | Added |
| Signet Investment Advisory Group, Inc. | 2,204 | $515.0K | 0.33% | +848+62.5% | Added |
| Boston Trust Walden Corp | 2,200 | $515.0K | 0.00% | +2,200 | New |
| Legacy Bridge, LLC | 2,190 | $512.0K | 0.29% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,180 | $510.0K | 0.33% | −100−4.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,159 | $505.0K | 0.14% | +438+25.5% | Added |
| Johnson Investment Counsel Inc | 2,152 | $503.0K | 0.01% | −90−4.0% | Reduced |
| MONECO Advisors, LLC | 2,149 | $503.0K | 0.23% | +16+0.8% | Added |
| Stratos Wealth Advisors, LLC | 2,131 | $499.0K | 0.04% | +353+19.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,123 | $497.0K | 0.18% | +260+14.0% | Added |
| Highlander Capital Management, LLC | 1,900 | $496.0K | 0.25% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,114 | $494.0K | 0.06% | −32−1.5% | Reduced |
| Beaumont Financial Partners, LLC | 2,099 | $491.0K | 0.04% | +140+7.1% | Added |
| First Horizon Corp | 2,086 | $487.0K | 0.04% | −15−0.7% | Reduced |
| Keebeck Wealth Management, LLC | 2,081 | $487.0K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,082 | $487.0K | 0.02% | +2,082 | New |
| Regions Financial Corp | 2,075 | $485.0K | 0.00% | +234+12.7% | Added |
| Stevens Capital Management LP | 2,066 | $483.0K | 0.14% | +425+25.9% | Added |
| Ninepoint Partners LP | 2,031 | $475.0K | 0.21% | +79+4.0% | Added |
| Greenleaf Trust | 2,026 | $474.0K | 0.01% | +112+5.9% | Added |
| Mirador Capital Partners LP | 2,017 | $472.0K | 0.11% | −2,110−51.1% | Reduced |
| Segall Bryant & Hamill, LLC | 2,016 | $472.0K | 0.00% | −3−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 2,014 | $471.0K | 0.22% | +10.0% | Added |
| Texas Yale Capital Corp. | 2,004 | $469.0K | 0.03% | −29−1.4% | Reduced |
| Legacy Wealth Management, LLC | 2,000 | $467.8K | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 1,995 | $467.0K | 0.11% | −266−11.8% | Reduced |