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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HS Management Partners, LLC | 780,855 | $164.5M | 4.68% | +220,105+39.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 790,659 | $166.6M | 0.83% | +225,248+39.8% | Added |
| Van Eck Associates Corp | 817,664 | $172.3M | 0.43% | +127,684+18.5% | Added |
| UBS Asset Management Americas Inc | 863,166 | $181.9M | 0.08% | +146,059+20.4% | Added |
| Charles Schwab Investment Management Inc | 874,209 | $184.2M | 0.06% | +119,819+15.9% | Added |
| Arrowstreet Capital, Limited Partnership | 877,063 | $184.8M | 0.23% | +91,060+11.6% | Added |
| Dimensional Fund Advisors LP | 964,555 | $203.2M | 0.07% | +2910.0% | Added |
| FMR LLC | 972,668 | $204.9M | 0.02% | −2,502,034−72.0% | Reduced |
| Capital International Investors | 993,945 | $209.4M | 0.05% | +2130.0% | Added |
| Legal & General Group Plc | 1,020,324 | $215.0M | 0.07% | +29,414+3.0% | Added |
| Wells Fargo & Company | 1,029,732 | $217.0M | 0.05% | −52,460−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,046,310 | $220.4M | 0.28% | +526,600+101.3% | Added |
| Bank of New York Mellon Corp | 1,208,607 | $254.6M | 0.05% | −39,715−3.2% | Reduced |
| Nuveen Asset Management, LLC | 1,286,279 | $271.0M | 0.08% | −70,610−5.2% | Reduced |
| Royal Bank of Canada | 1,506,168 | $317.3M | 0.09% | +59,184+4.1% | Added |
| Franklin Resources Inc | 1,552,088 | $327.0M | 0.12% | −28,735−1.8% | Reduced |
| Northern Trust Corp | 1,562,510 | $329.2M | 0.06% | +3,991+0.3% | Added |
| Voya Investment Management LLC | 1,631,979 | $343.8M | 0.69% | −102,530−5.9% | Reduced |
| American Century Companies Inc | 1,747,747 | $368.2M | 0.25% | +84,762+5.1% | Added |
| Norges Bank | 1,851,515 | $390.1M | 0.09% | +224,361+13.8% | Added |
| Alliancebernstein L.P. | 1,941,395 | $409.0M | 0.16% | +1,702,889+714.0% | Added |
| Morgan Stanley | 2,131,648 | $449.1M | 0.06% | +445,523+26.4% | Added |
| Citadel Advisors LLC | 2,156,154 | $454.3M | 0.50% | +1,428,317+196.2% | Added |
| Bank of America Corp | 2,180,219 | $459.4M | 0.05% | −3,748,148−63.2% | Reduced |
| Janus Henderson Group PLC | 2,195,652 | $462.6M | 0.20% | +188,410+9.4% | Added |
| Invesco Ltd. | 2,361,926 | $497.6M | 0.13% | +74,833+3.3% | Added |
| Geode Capital Management, LLC | 2,542,516 | $534.0M | 0.07% | +46,318+1.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,033,274 | $849.8M | 1.35% | −3,577−0.1% | Reduced |
| JPMorgan Chase & Co | 4,098,399 | $863.5M | 0.11% | −118,593−2.8% | Reduced |
| Wellington Management Group LLP | 6,442,958 | $1.36B | 0.23% | −868,591−11.9% | Reduced |
| Capital World Investors | 6,843,309 | $1.44B | 0.25% | +910,709+15.4% | Added |
| State Street Corp | 7,101,033 | $1.50B | 0.08% | +88,863+1.3% | Added |
| BlackRock Inc. | 11,666,447 | $2.46B | 0.07% | +148,520+1.3% | Added |
| Vanguard Group Inc | 12,517,446 | $2.64B | 0.07% | −62,659−0.5% | Reduced |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −388,963−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −160,887−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −145,591−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −96,700−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −81,960−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −74,100−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −71,332−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,668−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −42,451−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −34,175−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −33,971−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −24,623−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −19,574−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −17,194−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,090−100.0% | Sold out |
| Reliant Investment Management, LLC | 0 | $0 | 0.00% | −15,425−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −15,339−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Three Peaks Capital Management, LLC | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −12,309−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −12,243−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −11,889−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Enterprise Bank & Trust Co | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,182−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,338−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| CPWM, LLC | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Columbia Trust Co 01012016 | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Hemenway Trust Co LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |