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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 160 | $34.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 167 | $35.0K | 0.01% | −1−0.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 170 | $36.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 170 | $36.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 182 | $38.0K | 0.01% | +1+0.6% | Added |
| West Paces Advisors Inc. | 184 | $38.8K | 0.01% | −35−16.0% | Reduced |
| JNBA Financial Advisors | 187 | $39.0K | 0.01% | +45+31.7% | Added |
| Glen Eagle Advisors, LLC | 188 | $39.6K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 189 | $40.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 202 | $42.0K | 0.00% | −296−59.4% | Reduced |
| Ade, LLC | 200 | $42.0K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 199 | $42.0K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 206 | $43.0K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 215 | $45.0K | 0.02% | +215 | New |
| Wolff Wiese Magana LLC | 222 | $47.0K | 0.03% | −248−52.8% | Reduced |
| Ninety One SA (PTY) Ltd | 228 | $48.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 243 | $51.0K | 0.02% | −74−23.3% | Reduced |
| Pin Oak Investment Advisors Inc | 240 | $51.0K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 240 | $51.0K | 0.00% | +240 | New |
| Albion Financial Group | 245 | $52.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 249 | $52.0K | 0.02% | +80+47.3% | Added |
| Blume Capital Management, Inc. | 250 | $53.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 250 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $53.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 250 | $53.0K | 0.02% | +80+47.1% | Added |
| Barrett Asset Management, LLC | 255 | $54.0K | 0.00% | +255 | New |
| Brewin Dolphin Ltd | 257 | $54.1K | 0.00% | +19+8.0% | Added |
| Joseph P. Lucia & Associates, LLC | 260 | $55.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 265 | $56.0K | 0.00% | −219−45.2% | Reduced |
| State of Wyoming | 264 | $56.0K | 0.04% | +50+23.4% | Added |
| Global Trust Asset Management, LLC | 280 | $59.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 280 | $59.0K | 0.01% | +280 | New |
| Hall Laurie J Trustee | 300 | $63.0K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 290 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 316 | $66.0K | 0.02% | +1+0.3% | Added |
| Arkadios Wealth Advisors | 339 | $71.0K | 0.01% | −630−65.0% | Reduced |
| TSFG, LLC | 337 | $71.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 369 | $77.0K | 0.00% | +2+0.5% | Added |
| NuWave Investment Management, LLC | 369 | $78.0K | 0.09% | +369 | New |
| Princeton Global Asset Management LLC | 385 | $81.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 390 | $82.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 394 | $83.0K | 0.01% | −141−26.4% | Reduced |
| Duncker Streett & Co Inc | 400 | $84.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $84.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $84.3K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 402 | $85.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 425 | $90.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 430 | $91.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 451 | $95.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 463 | $98.0K | 0.00% | +91+24.5% | Added |
| Tradition Wealth Management, LLC | 471 | $99.0K | 0.01% | +163+52.9% | Added |
| Prestige Wealth Management Group LLC | 477 | $100.0K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $101.0K | 0.01% | −100−17.2% | Reduced |
| Washington Trust Co | 484 | $102.0K | 0.00% | +91+23.2% | Added |
| Optimum Investment Advisors | 500 | $105.0K | 0.04% | −240−32.4% | Reduced |
| Berman Capital Advisors, LLC | 501 | $105.0K | 0.02% | +159+46.5% | Added |
| Tobam | 535 | $113.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 558 | $118.0K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 606 | $128.0K | 0.03% | −10,730−94.7% | Reduced |
| AdvisorNet Financial, Inc | 625 | $132.0K | 0.01% | +95+17.9% | Added |
| Fortis Advisors, LLC | 631 | $133.0K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 632 | $133.0K | 0.03% | +2+0.3% | Added |
| Pacitti Group Inc. | 641 | $135.0K | 0.08% | −99−13.4% | Reduced |
| Archer Investment Corp | 650 | $136.9K | 0.05% | −30−4.4% | Reduced |
| Quadrant Capital Group LLC | 662 | $139.0K | 0.02% | +30+4.7% | Added |
| Smithfield Trust Co | 645 | $139.0K | 0.01% | +148+29.8% | Added |
| Lindbrook Capital, LLC | 664 | $140.0K | 0.04% | +9+1.4% | Added |
| Cordasco Financial Network | 668 | $141.0K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 713 | $150.0K | 0.00% | +19+2.7% | Added |
| Central Bank & Trust Co | 711 | $150.0K | 0.02% | +66+10.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $153.0K | 0.11% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 735 | $154.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 770 | $162.0K | 0.09% | +422+121.3% | Added |
| Manchester Capital Management LLC | 800 | $169.0K | 0.02% | −898−52.9% | Reduced |
| Global Retirement Partners, LLC | 803 | $169.0K | 0.02% | +44+5.8% | Added |
| Acadian Asset Management LLC | 845 | $177.0K | 0.00% | −2,352−73.6% | Reduced |
| M&R Capital Management Inc | 855 | $180.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 901 | $190.0K | 0.03% | −64−6.6% | Reduced |
| Monetary Management Group Inc | 925 | $195.0K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 956 | $201.0K | 0.03% | −75−7.3% | Reduced |
| 180 Wealth Advisors, LLC | 918 | $201.0K | 0.04% | +918 | New |
| Hilltop Holdings Inc. | 967 | $204.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,081 | $205.0K | 0.01% | +19+1.8% | Added |
| AdvisorShares Investments LLC | 975 | $205.0K | 0.03% | −52−5.1% | Reduced |
| SlateStone Wealth, LLC | 982 | $207.0K | 0.05% | +76+8.4% | Added |
| Buckingham Strategic Wealth, LLC | 991 | $209.0K | 0.00% | +92+10.2% | Added |
| JFG Wealth Management, LLC | 1,000 | $210.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 997 | $210.0K | 0.08% | +22+2.3% | Added |
| German American Bancorp, Inc. | 1,000 | $211.0K | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $211.0K | 0.02% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $211.0K | 0.10% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $211.0K | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $211.0K | 0.07% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $211.0K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,001 | $211.0K | 0.04% | +6+0.6% | Added |
| First Affirmative Financial Network | 1,004 | $211.0K | 0.22% | +1,004 | New |
| Farr Miller & Washington LLC | 1,007 | $212.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,003 | $212.0K | 0.10% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,021 | $215.0K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,114 | $216.0K | 0.02% | +89+8.7% | Added |