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 |
|---|---|---|---|---|---|
| Financial Architects, Inc | 1,990 | $465.0K | 0.07% | +45+2.3% | Added |
| Ballentine Partners, LLC | 1,988 | $465.0K | 0.02% | +1,988 | New |
| Wilkinson Global Asset Management LLC | 1,968 | $460.0K | 0.03% | +968+96.8% | Added |
| Capstone Investment Advisors, LLC | 1,963 | $459.0K | 0.01% | −134−6.4% | Reduced |
| Wealthfront Advisers LLC | 1,943 | $454.0K | 0.00% | −143−6.9% | Reduced |
| Worldquant Millennium Advisors LLC | 1,940 | $454.0K | 0.01% | +1,940 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,923 | $450.0K | 0.03% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,920 | $449.0K | 0.03% | +72+3.9% | Added |
| Aries Wealth Management | 1,914 | $448.0K | 0.19% | +62+3.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,910 | $447.0K | 0.04% | +230+13.7% | Added |
| Ridgewood Investments LLC | 1,899 | $444.0K | 0.29% | −2,195−53.6% | Reduced |
| RDA Financial Network | 1,900 | $444.0K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,900 | $444.0K | 0.15% | +411+27.6% | Added |
| First Hawaiian Bank | 1,888 | $441.0K | 0.02% | −229−10.8% | Reduced |
| Wealthcare Advisory Partners LLC | 1,870 | $437.0K | 0.03% | −3−0.2% | Reduced |
| Menard Financial Group LLC | 1,855 | $434.0K | 0.41% | +322+21.0% | Added |
| E&G Advisors, LP | 0 | $433.0K | 0.12% | −1,850−100.0% | Reduced |
| Cresset Asset Management, LLC | 1,846 | $431.0K | 0.01% | −135−6.8% | Reduced |
| Independent Financial Group, LLC | 1,838 | $429.7K | 0.05% | −869−32.1% | Reduced |
| Prudent Man Advisors, LLC | 1,834 | $429.0K | 0.17% | +86+4.9% | Added |
| Winton Group Ltd | 1,829 | $428.0K | 0.02% | −1,241−40.4% | Reduced |
| Curbstone Financial Management Corp | 1,814 | $424.0K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,811 | $424.0K | 0.11% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,812 | $424.0K | 0.06% | +26+1.5% | Added |
| Grove Bank & Trust | 1,807 | $423.0K | 0.09% | −1−0.1% | Reduced |
| United Bank | 1,800 | $421.0K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,770 | $414.0K | 0.10% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,770 | $413.0K | 0.01% | −160−8.3% | Reduced |
| Gilbert & Cook, Inc. | 1,739 | $407.0K | 0.07% | +16+0.9% | Added |
| Brandywine Oak Private Wealth LLC | 1,742 | $407.0K | 0.05% | +1,742 | New |
| Pacifica Partners Inc. | 1,780 | $407.0K | 0.31% | +1,780 | New |
| Fortem Financial Group, LLC | 1,734 | $406.0K | 0.21% | +117+7.2% | Added |
| Probity Advisors, Inc. | 1,729 | $404.0K | 0.09% | −5−0.3% | Reduced |
| Private Portfolio Partners LLC | 1,704 | $398.6K | 0.12% | +30+1.8% | Added |
| Geier Asset Management, Inc. | 1,703 | $398.0K | 0.28% | +59+3.6% | Added |
| Avantax Planning Partners, Inc. | 1,703 | $398.0K | 0.02% | +333+24.3% | Added |
| Manchester Capital Management LLC | 1,698 | $397.0K | 0.05% | 00.0% | Unchanged |
| Little House Capital LLC | 1,688 | $395.0K | 0.21% | +1,688 | New |
| Bluestein R H & Co | 1,680 | $393.0K | 0.02% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,730 | $391.0K | 0.18% | −165−8.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,670 | $391.0K | 0.17% | +241+16.9% | Added |
| Atlas Capital Advisors LLC | 1,668 | $390.1K | 0.07% | +8+0.5% | Added |
| CWM, LLC | 1,666 | $390.0K | 0.00% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,663 | $389.0K | 0.05% | −550−24.9% | Reduced |
| Jacobsen Capital Management | 1,665 | $389.0K | 0.20% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,655 | $387.0K | 0.11% | +110+7.1% | Added |
| PRW Wealth Management LLC | 1,655 | $387.0K | 0.11% | +1,655 | New |
| United Capital Financial Advisers, LLC | 1,634 | $382.0K | 0.00% | −211−11.4% | Reduced |
| Wetherby Asset Management Inc | 1,635 | $382.0K | 0.02% | +72+4.6% | Added |
| Probabilities Fund Management, LLC | 1,624 | $380.0K | 0.97% | −100−5.8% | Reduced |
| Murphy Capital Management Inc | 1,610 | $376.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,600 | $374.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,599 | $374.0K | 0.02% | +35+2.2% | Added |
| Checchi Capital Advisers, LLC | 1,594 | $373.0K | 0.05% | −13−0.8% | Reduced |
| Boothbay Fund Management, LLC | 1,594 | $373.0K | 0.02% | +1,594 | New |
| X-Square Capital, LLC | 1,583 | $370.0K | 0.18% | +55+3.6% | Added |
| Csenge Advisory Group | 1,585 | $368.0K | 0.03% | +134+9.2% | Added |
| Tufton Capital Management | 1,575 | $368.0K | 0.06% | +475+43.2% | Added |
| Alesco Advisors LLC | 1,571 | $367.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,562 | $365.3K | 0.05% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,560 | $365.0K | 0.18% | −94−5.7% | Reduced |
| Simplex Trading, LLC | 1,559 | $364.0K | 0.01% | −7,582−82.9% | Reduced |
| Doyle Wealth Management | 1,552 | $363.0K | 0.03% | −147−8.7% | Reduced |
| Echo Street Capital Management LLC | 1,542 | $361.0K | 0.00% | +1,542 | New |
| Advisor Resource Council | 1,544 | $361.0K | 0.04% | +1,544 | New |
| V Wealth Advisors LLC | 1,542 | $360.0K | 0.06% | +227+17.3% | Added |
| Mutual Advisors, LLC | 1,508 | $353.0K | 0.02% | +103+7.3% | Added |
| RiverGlades Family Offices LLC | 1,500 | $351.0K | 0.27% | 00.0% | Unchanged |
| Colony Group LLC | 1,500 | $351.0K | 0.01% | +12+0.8% | Added |
| Value Partners Investments Inc. | 1,500 | $351.0K | 0.03% | +1,500 | New |
| Cidel Asset Management Inc | 1,495 | $350.0K | 0.01% | +45+3.1% | Added |
| Clare Market Investments LLC | 1,483 | $347.0K | 0.11% | −245−14.2% | Reduced |
| Weybosset Research & Management LLC | 1,475 | $345.0K | 0.14% | +125+9.3% | Added |
| Alps Advisors Inc | 1,470 | $344.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 1,459 | $341.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,454 | $340.0K | 0.02% | −67−4.4% | Reduced |
| Eidelman Virant Capital | 1,450 | $339.0K | 0.13% | −4,975−77.4% | Reduced |
| XML Financial, LLC | 1,434 | $335.0K | 0.07% | −32−2.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,429 | $334.0K | 0.02% | −99−6.5% | Reduced |
| Henshaw Capital LLC | 1,412 | $330.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,407 | $329.0K | 0.03% | +19+1.4% | Added |
| King Luther Capital Management Corp | 1,400 | $327.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,391 | $325.0K | 0.03% | +100+7.7% | Added |
| Frontier Wealth Management LLC | 1,373 | $321.0K | 0.02% | +327+31.3% | Added |
| O'Shaughnessy Asset Management, LLC | 1,358 | $318.0K | 0.01% | +332+32.4% | Added |
| Sound View Wealth Advisors Group, LLC | 1,355 | $317.0K | 0.07% | −2−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,355 | $317.0K | 0.03% | +156+13.0% | Added |
| FinTrust Capital Advisors, LLC | 1,349 | $316.0K | 0.08% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,335 | $312.0K | 0.23% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,332 | $312.0K | 0.03% | +161+13.7% | Added |
| MACRO Consulting Group | 1,327 | $311.0K | 0.16% | +24+1.8% | Added |
| Riverview Trust Co | 1,325 | $310.0K | 0.33% | 00.0% | Unchanged |
| Accel Wealth Management | 1,308 | $306.0K | 0.20% | +153+13.2% | Added |
| Chatham Capital Group, Inc. | 1,290 | $302.0K | 0.06% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 1,277 | $299.0K | 0.03% | −220−14.7% | Reduced |
| Conning Inc. | 1,280 | $299.0K | 0.01% | −201−13.6% | Reduced |
| Derby & Company, Inc | 1,260 | $295.0K | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,258 | $294.0K | 0.05% | +1,258 | New |
| Gateway Investment Advisers LLC | 1,253 | $293.0K | 0.00% | −38−2.9% | Reduced |
| Summit X, LLC | 1,244 | $293.0K | 0.07% | 00.0% | Unchanged |