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 |
|---|---|---|---|---|---|
| Psagot Investment House Ltd. | 1,031 | $217.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,031 | $217.0K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,028 | $217.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,031 | $217.0K | 0.04% | +1,031 | New |
| Knuff & Co LLC | 1,037 | $218.0K | 0.08% | +1+0.1% | Added |
| Welch Group, LLC | 1,041 | $219.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,046 | $220.0K | 0.00% | +173+19.8% | Added |
| Homrich & Berg | 1,058 | $223.0K | 0.00% | +1,058 | New |
| Trexquant Investment LP | 1,057 | $223.0K | 0.02% | +1,057 | New |
| NorthRock Partners, LLC | 1,062 | $224.0K | 0.02% | +65+6.5% | Added |
| McLean Asset Management Corp | 1,025 | $224.0K | 0.09% | +100+10.8% | Added |
| Callahan Advisors, LLC | 1,069 | $225.0K | 0.03% | −125−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,074 | $226.0K | 0.00% | +189+21.4% | Added |
| Round Table Services, LLC | 1,078 | $227.0K | 0.05% | +100+10.2% | Added |
| Secure Asset Management, LLC | 1,081 | $228.0K | 0.11% | +213+24.5% | Added |
| O'Shaughnessy Asset Management, LLC | 1,089 | $229.0K | 0.00% | −269−19.8% | Reduced |
| Accel Wealth Management | 1,097 | $231.0K | 0.15% | −211−16.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,110 | $233.0K | 0.02% | −97−8.0% | Reduced |
| Barry Investment Advisors, LLC | 1,108 | $233.0K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 1,109 | $234.0K | 0.01% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 1,116 | $235.0K | 0.06% | +3+0.3% | Added |
| Horizon Investments, LLC | 1,125 | $236.0K | 0.01% | +48+4.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,124 | $237.0K | 0.01% | −799−41.5% | Reduced |
| Conning Inc. | 1,130 | $238.0K | 0.01% | −150−11.7% | Reduced |
| Credential Qtrade Securities Inc. | 1,130 | $238.1K | 0.02% | +62+5.8% | Added |
| Modus Advisors, LLC | 1,141 | $240.0K | 0.10% | +70+6.5% | Added |
| Wall Street Access Asset Management, LLC | 1,146 | $241.0K | 0.11% | +1,146 | New |
| NEXT Financial Group, Inc | 1,149 | $242.0K | 0.02% | +57+5.2% | Added |
| Searle & Co. | 1,150 | $242.0K | 0.10% | +100+9.5% | Added |
| Accurate Wealth Management, LLC | 111 | $243.0K | 0.21% | −1,034−90.3% | Reduced |
| Roman Butler Fullerton & Co | 1,127 | $243.0K | 0.11% | +1,127 | New |
| Monarch Capital Management Inc | 1,157 | $244.0K | 0.07% | −50−4.1% | Reduced |
| Gateway Investment Advisers LLC | 1,172 | $247.0K | 0.00% | −81−6.5% | Reduced |
| Carlson Capital Management | 1,174 | $247.0K | 0.03% | −1−0.1% | Reduced |
| ICW Investment Advisors LLC | 1,174 | $247.0K | 0.16% | +70+6.3% | Added |
| Wade G W & Inc | 1,200 | $253.0K | 0.01% | −15−1.2% | Reduced |
| Clarius Group, LLC | 1,201 | $253.0K | 0.02% | +29+2.5% | Added |
| Spirit of America Management Corp | 1,200 | $253.0K | 0.05% | +550+84.6% | Added |
| Proequities, Inc. | 1,209 | $255.0K | 0.02% | +29+2.5% | Added |
| Independent Advisor Alliance | 1,209 | $255.0K | 0.01% | +76+6.7% | Added |
| Vantage Consulting Group Inc | 1,212 | $255.0K | 0.05% | +144+13.5% | Added |
| Armbruster Capital Management, Inc. | 1,221 | $257.0K | 0.07% | +25+2.1% | Added |
| Pallas Capital Advisors LLC | 1,174 | $259.0K | 0.03% | +1,174 | New |
| Hills Bank & Trust Co | 1,238 | $261.0K | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,229 | $262.0K | 0.13% | −331−21.2% | Reduced |
| Summit X, LLC | 1,244 | $262.0K | 0.07% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,250 | $263.0K | 0.12% | −1,200−49.0% | Reduced |
| 1832 Asset Management L.P. | 1,261 | $268.0K | 0.00% | +1,261 | New |
| CAPROCK Group, Inc. | 1,284 | $271.0K | 0.02% | −48−3.6% | Reduced |
| Chatham Capital Group, Inc. | 1,290 | $272.0K | 0.05% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,298 | $273.0K | 0.04% | −244−15.8% | Reduced |
| Intrua Financial, LLC | 1,274 | $274.0K | 0.05% | +1+0.1% | Added |
| Alpine Global Management, LLC | 1,300 | $274.0K | 0.06% | +1,300 | New |
| Signaturefd, LLC | 1,306 | $275.0K | 0.01% | +289+28.4% | Added |
| Eidelman Virant Capital | 1,300 | $276.0K | 0.11% | −150−10.3% | Reduced |
| Riverview Trust Co | 1,325 | $279.0K | 0.30% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,325 | $279.0K | 0.07% | +1,325 | New |
| First Hawaiian Bank | 1,332 | $281.0K | 0.01% | −556−29.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,332 | $281.0K | 0.02% | −59−4.2% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $281.0K | 0.21% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 1,334 | $281.0K | 0.02% | +1,334 | New |
| Financial Advisory Service, Inc. | 1,346 | $284.0K | 0.03% | +1,346 | New |
| Sound View Wealth Advisors Group, LLC | 1,358 | $286.0K | 0.06% | +3+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,376 | $290.0K | 0.03% | −1,030−42.8% | Reduced |
| Ridgewood Investments LLC | 1,383 | $291.0K | 0.20% | −516−27.2% | Reduced |
| Gulf International Bank (UK) Ltd | 1,394 | $293.0K | 0.00% | −376−21.2% | Reduced |
| Colony Group LLC | 1,390 | $293.0K | 0.01% | −110−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,391 | $293.0K | 0.15% | +141+11.3% | Added |
| Claybrook Capital, LLC | 1,395 | $294.0K | 0.15% | +1,395 | New |
| Reynders McVeigh Capital Management, LLC | 1,421 | $299.0K | 0.02% | −8−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,422 | $300.0K | 0.02% | −448−24.0% | Reduced |
| United Capital Financial Advisers, LLC | 1,441 | $304.0K | 0.00% | −193−11.8% | Reduced |
| 9258 Wealth Management, LLC | 1,445 | $304.0K | 0.08% | +275+23.5% | Added |
| Waldron Private Wealth LLC | 1,454 | $306.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Group AG | 1,459 | $307.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,472 | $310.0K | 0.02% | −36−2.4% | Reduced |
| Patten Group, Inc. | 1,475 | $311.0K | 0.09% | −180−10.9% | Reduced |
| Empirical Finance, LLC | 1,484 | $313.0K | 0.05% | +226+18.0% | Added |
| Value Partners Investments Inc. | 1,500 | $314.0K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,495 | $315.0K | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,496 | $315.0K | 0.02% | +123+9.0% | Added |
| Studio Investment Management LLC | 1,494 | $315.0K | 0.14% | +1,494 | New |
| Assetmark, Inc | 1,502 | $316.0K | 0.00% | −14,947−90.9% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $316.0K | 0.25% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,500 | $316.0K | 0.00% | +100+7.1% | Added |
| Derby & Company, Inc | 1,499 | $316.0K | 0.06% | +239+19.0% | Added |
| GSB Wealth Management, LLC | 1,500 | $316.0K | 0.16% | +1,500 | New |
| Flagship Harbor Advisors, LLC | 1,355 | $317.0K | 0.03% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,515 | $319.0K | 0.05% | +1,515 | New |
| Anchor Investment Management, LLC | 1,522 | $320.7K | 0.04% | −40−2.6% | Reduced |
| Alesco Advisors LLC | 1,526 | $321.0K | 0.01% | −45−2.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,528 | $322.0K | 0.02% | −392−20.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,530 | $322.0K | 0.04% | −64−4.0% | Reduced |
| Orion Portfolio Solutions, LLC | 1,543 | $325.0K | 0.01% | −1,862−54.7% | Reduced |
| Doyle Wealth Management | 1,554 | $327.0K | 0.03% | +2+0.1% | Added |
| Regions Financial Corp | 1,573 | $332.0K | 0.00% | −502−24.2% | Reduced |
| Weybosset Research & Management LLC | 1,575 | $332.0K | 0.13% | +100+6.8% | Added |
| Sentry Investment Management LLC | 1,580 | $333.0K | 0.10% | −231−12.8% | Reduced |
| Berkeley Capital Partners, LLC | 1,580 | $333.0K | 0.15% | −90−5.4% | Reduced |
| Lee Financial Co | 1,600 | $337.0K | 0.07% | 00.0% | Unchanged |