Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q3 2021

Institutional positions in Constellation Brands, Inc. as of Sep 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: 1,134; −4 vs. Q2 2021
Shares held: 132.1M; −4.54M (−3.3%) vs. Q2 2021
Total value: $27.9B; −$4.11B (−12.9%) vs. Q2 2021
New holders: 88; 470 more added
Sold out: 92; 394 more reduced

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,134 institutions

Value heldQ3 2021: $27.9B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q3 2021

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2021.

Institutions holding STZ in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Moisand Fitzgerald Tamayo, LLC	2	$0	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	2	$0	0.00%	00.0%	Unchanged
Gerber Kawasaki Wealth & Investment Management	4	$0	0.00%	+4	New
Versant Capital Management, Inc	2	$0	0.00%	+2	New
Exane Derivatives	3	$632	0.00%	00.0%	Unchanged
CVA Family Office, LLC	4	$1.00K	0.00%	−141−97.2%	Reduced
Jones Financial Companies LLLP	6	$1.00K	0.00%	−3−33.3%	Reduced
Atwood & Palmer Inc	5	$1.00K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Gemmer Asset Management LLC	6	$1.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$1.00K	0.00%	00.0%	Unchanged
MCF Advisors LLC	6	$1.00K	0.00%	+6	New
Horizon Financial Services, LLC	10	$2.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	8	$2.00K	0.00%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	8	$2.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	10	$2.00K	0.00%	00.0%	Unchanged
Delta Asset Management LLC	10	$2.00K	0.00%	+10	New
Your Advocates Ltd., LLP	10	$2.00K	0.00%	+10	New
Laffer Tengler Investments	13	$2.77K	0.00%	+13	New
Ravenstone Capital Management Inc.	14	$2.95K	0.00%	+14	New
Independence Bank of Kentucky	15	$3.00K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	15	$3.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	15	$3.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	16	$3.00K	0.00%	+1+6.7%	Added
Cahill Financial Advisors Inc	15	$3.00K	0.00%	+15	New
Kowal Investment Group, LLC	12	$3.00K	0.00%	+12	New
Lountzis Asset Management, LLC	19	$3.97K	0.00%	+19	New
Old North State Trust, LLC	20	$4.00K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	17	$4.00K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	26	$5.00K	0.00%	−9−25.7%	Reduced
TD Capital Management LLC	30	$6.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	27	$6.00K	0.00%	−1−3.6%	Reduced
Tfo-TDC, LLC	27	$6.00K	0.00%	+27	New
Raffa Wealth Management, LLC	34	$7.16K	0.00%	+1+3.0%	Added
Sound Income Strategies, LLC	36	$8.00K	0.00%	−7−16.3%	Reduced
Benjamin Edwards Inc	40	$8.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$8.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$8.00K	0.01%	00.0%	Unchanged
Resolute Partners Group	38	$8.00K	0.00%	+9+31.0%	Added
Mascoma Wealth Management LLC	39	$8.00K	0.00%	+39	New
Clearview Wealth Advisors LLC	43	$9.00K	0.01%	−106−71.1%	Reduced
MD Financial Management Inc.	45	$9.00K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$9.00K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	45	$9.00K	0.00%	+5+12.5%	Added
Baystate Wealth Management LLC	44	$9.00K	0.00%	+14+46.7%	Added
Optiver Holding B.V.	44	$9.00K	0.00%	+44	New
Zions Bancorporation, N.A.	46	$10.0K	0.00%	−10−17.9%	Reduced
Lenox Wealth Advisors, LLC	49	$10.0K	0.00%	00.0%	Unchanged
First Personal Financial Services	46	$10.0K	0.00%	+46	New
Focused Wealth Management, Inc	51	$11.0K	0.00%	00.0%	Unchanged
First PREMIER Bank	50	$11.0K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	50	$11.0K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$11.0K	0.00%	+52	New
JFS Wealth Advisors, LLC	59	$12.0K	0.00%	00.0%	Unchanged
Gradient Investments LLC	56	$12.0K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	57	$12.0K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	64	$12.0K	0.00%	+40+166.7%	Added
McCarthy Grittinger Financial Group, LLC	58	$12.2K	0.00%	+58	New
Sutton Wealth Advisors Inc.	60	$12.6K	0.00%	−2−3.2%	Reduced
Evermay Wealth Management LLC	60	$13.0K	0.00%	−33−35.5%	Reduced
HHM Wealth Advisors, LLC	63	$13.0K	0.00%	00.0%	Unchanged
Brewin Dolphin Wealth Management Ltd	65	$13.7K	0.00%	00.0%	Unchanged
Earnest Partners LLC	73	$15.0K	0.00%	00.0%	Unchanged
Wealth Quarterback LLC	70	$15.0K	0.01%	+1+1.4%	Added
TCI Wealth Advisors, Inc.	71	$15.0K	0.00%	+16+29.1%	Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	70	$15.0K	0.01%	+70	New
American Research & Management Co.	75	$16.0K	0.00%	−200−72.7%	Reduced
Carmichael Hill & Associates, Inc.	75	$16.0K	0.01%	+15+25.0%	Added
Motco	78	$16.0K	0.00%	+78	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	81	$17.1K	0.02%	00.0%	Unchanged
Hudock, Inc.	89	$18.0K	0.01%	−167−65.2%	Reduced
Tarbox Family Office, Inc.	86	$18.0K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	90	$19.0K	0.00%	00.0%	Unchanged
Wealthstreet Investment Advisors, LLC	100	$21.0K	0.58%	−700−87.5%	Reduced
Endurance Wealth Management, Inc.	100	$21.0K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$21.0K	0.01%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	102	$22.0K	0.01%	−1,247−92.4%	Reduced
Financial Management Professionals, Inc.	107	$23.0K	0.01%	+60+127.7%	Added
PSI Advisors, LLC	109	$23.0K	0.01%	+109	New
Investors Research Corp	110	$24.0K	0.01%	00.0%	Unchanged
Rockbridge Investment Management, LCC	113	$24.0K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	124	$26.0K	0.02%	−15−10.8%	Reduced
Glassman Wealth Services	123	$26.0K	0.01%	−3−2.4%	Reduced
Hanson & Doremus Investment Management	123	$26.0K	0.01%	+23+23.0%	Added
Column Capital Advisors, LLC	130	$27.0K	0.01%	00.0%	Unchanged
Center for Financial Planning, Inc.	135	$28.0K	0.01%	00.0%	Unchanged
Kozak & Associates, Inc.	131	$30.0K	0.02%	+131	New
First Manhattan Co	150	$31.0K	0.00%	00.0%	Unchanged
Private Ocean, LLC	146	$31.0K	0.00%	00.0%	Unchanged
Meridian Wealth Partners, LLC	147	$31.0K	0.01%	+147	New
Heritage Wealth Advisors	150	$31.6K	0.00%	00.0%	Unchanged
Fieldpoint Private Securities, LLC	150	$32.0K	0.01%	+32+27.1%	Added
Annapolis Financial Services, LLC	153	$32.0K	0.01%	+153	New
Bedel Financial Consulting, Inc.	158	$33.0K	0.01%	00.0%	Unchanged
Oakworth Capital, Inc.	155	$33.0K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	155	$33.0K	0.01%	+155	New
Truvestments Capital LLC	161	$34.0K	0.02%	+1+0.6%	Added