Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2021 vs. Q2 2021

How the institutions holding Constellation Brands, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of STZ: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,156181,134−4
Shares136.9M232.1K132.1M−4.54M (−3.3%)
Value$32.0B$54.1M$27.9B−$4.11B (−12.9%)

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (88)

Institutions that held Constellation Brands, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to STZ in Q3 2021
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC323,434$68.1M0.44%
Fort Pitt Capital Group, LLC166,124$35.0M1.46%
Epoch Investment Partners, Inc.119,829$25.2M0.14%
Pictet Asset Management SA94,153$19.8M0.02%
Schonfeld Strategic Advisors LLC70,470$14.8M0.17%
AMS Capital Ltda55,000$11.6M2.62%
Maverick Capital LtdSuperinvestorMaverick Capital41,472$8.74M0.10%
Segantii Capital Management Ltd41,000$8.64M0.30%
Qube Research & Technologies Ltd38,181$8.04M0.10%
Holocene Advisors, LP37,601$7.92M0.05%
Lido Advisors, LLC31,439$6.62M0.15%
Twinbeech Capital LP25,068$5.28M0.37%
Quadrature Capital Ltd23,456$4.94M0.18%
Tredje AP-fonden18,000$3.79M0.08%
CCM Investment Advisers LLC17,492$3.69M0.48%
Morningstar Investment Services LLC15,609$3.31M0.04%
Atom Investors LP14,886$3.14M0.61%
RNC Capital Management LLC13,941$2.94M0.16%
Capula Management Ltd13,932$2.94M0.23%
Robbins Farley LLC13,424$2.83M2.09%
Alerus Financial NA11,586$2.44M0.22%
SAM Advisors, LLC11,058$2.35M1.14%
Jump Financial, LLC9,897$2.08M0.15%
Seven Eight Capital, LP7,578$1.60M0.15%
U.S. Capital Wealth Advisors, LLC7,370$1.55M0.07%
Caption Management, LLC6,500$1.37M0.09%
Badgley Phelps Wealth Managers, LLC5,269$1.11M0.04%
Centiva Capital, LP4,695$989.0K0.08%
Diamant Asset Management, Inc.4,695$989.0K0.82%
Herold Advisors, Inc.4,425$932.0K0.36%
B&D White Capital Company, LLC3,880$817.0K0.31%
Siemens Fonds Invest GmbH3,793$799.0K0.05%
Fox Run Management, L.L.C.3,638$766.0K0.48%
U S Global Investors Inc3,500$737.0K0.02%
Haverford Financial Services, Inc.3,335$703.0K0.17%
Keeley-Teton Advisors, LLC3,271$689.0K0.08%
Laurion Capital Management LP2,900$611.0K0.01%
Campbell & CO Investment Adviser LLC2,850$600.0K0.20%
Pensionfund DSM Netherlands2,600$548.0K0.07%
SG3 Management, LLC2,500$527.0K0.19%
Polar Asset Management Partners Inc.2,344$494.0K0.01%
XTX Topco Ltd2,099$442.0K0.15%
Ontario Teachers Pension Plan Board2,040$430.0K0.00%
Koss-Olinger Consulting, LLC1,515$319.0K0.05%
GSB Wealth Management, LLC1,500$316.0K0.16%
Studio Investment Management LLC1,494$315.0K0.14%
Claybrook Capital, LLC1,395$294.0K0.15%
Financial Advisory Service, Inc.1,346$284.0K0.03%
Cinctive Capital Management LP1,334$281.0K0.02%
FORA Capital, LLC1,325$279.0K0.07%
Alpine Global Management, LLC1,300$274.0K0.06%
1832 Asset Management L.P.1,261$268.0K0.00%
Pallas Capital Advisors LLC1,174$259.0K0.03%
Roman Butler Fullerton & Co1,127$243.0K0.11%
Wall Street Access Asset Management, LLC1,146$241.0K0.11%
Homrich & Berg1,058$223.0K0.00%
Trexquant Investment LP1,057$223.0K0.02%
Psagot Value Holdings Ltd. / (Israel)1,031$217.0K0.04%
First Affirmative Financial Network1,004$211.0K0.22%
180 Wealth Advisors, LLC918$201.0K0.04%
NuWave Investment Management, LLC369$78.0K0.09%
Tompkins Financial Corp280$59.0K0.01%
Barrett Asset Management, LLC255$54.0K0.00%
TCTC Holdings, LLC240$51.0K0.00%
Cedar Wealth Management, LLC215$45.0K0.02%
Bell Investment Advisors, Inc155$33.0K0.01%
Annapolis Financial Services, LLC153$32.0K0.01%
Meridian Wealth Partners, LLC147$31.0K0.01%
Kozak & Associates, Inc.131$30.0K0.02%
PSI Advisors, LLC109$23.0K0.01%
Motco78$16.0K0.00%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.70$15.0K0.01%
McCarthy Grittinger Financial Group, LLC58$12.2K0.00%
Winch Advisory Services, LLC52$11.0K0.00%
First Personal Financial Services46$10.0K0.00%
Optiver Holding B.V.44$9.00K0.00%
Mascoma Wealth Management LLC39$8.00K0.00%
Tfo-TDC, LLC27$6.00K0.00%
Lountzis Asset Management, LLC19$3.97K0.00%
Cahill Financial Advisors Inc15$3.00K0.00%
Kowal Investment Group, LLC12$3.00K0.00%
Ravenstone Capital Management Inc.14$2.95K0.00%
Laffer Tengler Investments13$2.77K0.00%
Delta Asset Management LLC10$2.00K0.00%
Your Advocates Ltd., LLP10$2.00K0.00%
MCF Advisors LLC6$1.00K0.00%
Gerber Kawasaki Wealth & Investment Management4$00.00%
Versant Capital Management, Inc2$00.00%

Sold out (92)

Institutions that held Constellation Brands, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of STZ in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Bain Capital Public Equity Management II, LLC388,963$91.0M
Artemis Investment Management LLP160,887$37.7M
Meritage Group LP145,591$34.1M
Payden & Rygel96,700$22.6M
Vaughan Nelson Investment Management, L.P.81,960$19.2M
Adams Diversified Equity Fund, Inc.74,100$17.3M
M&G Investment Management Ltd71,332$16.7M
HRT Financial LP42,668$9.98M
Foundry Partners, LLC42,451$9.93M
Prudential PLC34,175$7.99M
Blueshift Asset Management, LLC33,971$7.95M
Connor, Clark & Lunn Investment Management Ltd.24,623$5.76M
Jupiter Asset Management Ltd19,574$4.58M
Bayesian Capital Management, LP17,700$4.14M
Kiwi Wealth Investments Limited Partnership17,194$4.02M
Point72 Hong Kong Ltd16,090$3.76M
Reliant Investment Management, LLC15,425$3.61M
Spouting Rock Asset Management, LLC15,339$3.59M
PCJ Investment Counsel Ltd.15,000$3.51M
Three Peaks Capital Management, LLC13,020$3.04M
Distillate Capital Partners LLC12,309$2.88M
Nations Financial Group Inc,12,243$2.86M
Westfield Capital Management Co LP11,889$2.78M
Carmignac Gestion11,601$2.71M
Healthcare of Ontario Pension Plan Trust Fund11,000$2.57M
Enterprise Bank & Trust Co9,287$2.17M
Virtu Financial LLC8,182$1.91M
Deane Retirement Strategies, Inc.7,726$1.81M
Lombard Odier Asset Management (Switzerland) SA6,018$1.41M
Compagnie Lombard Odier SCmA4,800$1.12M
Verition Fund Management LLC4,338$1.01M
BP PLC4,074$953.0K
K.J. Harrison & Partners Inc4,000$936.0K
KMG Fiduciary Partners, LLC3,826$895.0K
Quantitative Systematic Strategies LLC3,566$834.0K
Tru Independence Asset Management 2, LLC3,235$757.0K
PDT Partners, LLC3,000$702.0K
Duality Advisers, LP2,970$695.0K
Chicago Capital, LLC2,950$690.0K
Sustainable Insight Capital Management, LLC2,612$611.0K
Natixis Investment Managers International2,480$580.0K
Washington Capital Management Inc2,300$538.0K
Ninepoint Partners LP2,031$475.0K
Financial Architects, Inc1,990$465.0K
Worldquant Millennium Advisors LLC1,940$454.0K
Curbstone Financial Management Corp1,814$424.0K
PRW Wealth Management LLC1,655$387.0K
Boothbay Fund Management, LLC1,594$373.0K
Simplex Trading, LLC1,559$364.0K
Echo Street Capital Management LLC1,542$361.0K
Advisor Resource Council1,544$361.0K
Alps Advisors Inc1,470$344.0K
Henshaw Capital LLC1,412$330.3K
StoneX Group Inc.1,233$288.0K
Nwam LLC1,229$288.0K
Mission Wealth Management, LP1,202$281.0K
FDx Advisors, Inc.1,145$268.0K
Clear Street Markets LLC1,105$258.0K
Yorktown Management & Research Co Inc1,100$257.0K
Two Sigma Securities, LLC1,092$255.0K
Shell Asset Management Co1,020$239.0K
CPWM, LLC957$224.0K
Equitable Holdings, Inc.954$223.0K
Columbia Trust Co 01012016943$220.0K
Hemenway Trust Co LLC933$218.0K
Lake Street Advisors Group, LLC1,017$216.0K
Soltis Investment Advisors LLC915$214.0K
Seneca Financial Advisors LLC910$212.8K
First National Bank & Trust Co of Newtown908$212.0K
Wealth Architects, LLC900$211.0K
Chesapeake Wealth Management873$204.0K
Thoroughbred Financial Services, LLC865$202.0K
Benin Management CORP860$201.0K
Brendel Financial Advisors LLC750$175.0K
Eubel Brady & Suttman Asset Management Inc695$158.0K
C M Bidwell & Associates Ltd527$123.0K
Solstein Capital, LLC365$85.0K
Enterprise Financial Services Corp220$52.0K
Financial Insights, Inc.200$46.8K
Itau Unibanco Holding S.A.142$33.0K
Credit Agricole S A126$29.0K
Summit Wealth Group, LLC55$13.0K
WealthShield Partners, LLC45$11.0K
Savior LLC29$7.00K
Flagship Private Wealth, LLC27$6.15K
Personal Wealth Partners9$2.00K
Standard Family Office LLC9$2.00K
Ford Financial Group, LLC7$1.00K
Laurel Wealth Advisors LLC3$1.00K
Arcadia Investment Advisors LLC4$936
Newbridge Financial Services Group, Inc.1$0
Harel Insurance Investments & Financial Services Ltd.3,917–

Not filed for Q3 2021 yet (18)

Institutions that held Constellation Brands, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd83,790$19.6M
Badgley Phelps & Bell Inc53,445$12.5M
Vontobel Swiss Wealth Advisors AG27,087$6.17M
Wexford Capital LP22,025$5.15M
QS Investors, LLC11,720$2.74M
Usca Ria LLC7,768$1.82M
Pinnacle Wealth Advisors5,978$1.40M
Princeton Portfolio Strategies Group LLC4,427$1.03M
Western Wealth Management, LLC3,857$907.0K
Pratt Collard Advisory Partners LLC2,495$584.0K
First Horizon Corp2,086$487.0K
Geier Asset Management, Inc.1,703$398.0K
CWM, LLC1,666$390.0K
MACRO Consulting Group1,327$311.0K
Cipher Capital LP986$231.0K
Allegiant Private Advisors, LLC928$217.0K
San Francisco Sentry Investment Group (Ca)773$181.0K
Hoover Financial Advisors, Inc.32$7.00K