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 |
|---|---|---|---|---|---|
| Murphy Capital Management Inc | 1,610 | $339.0K | 0.04% | 00.0% | Unchanged |
| Probabilities Fund Management, LLC | 1,624 | $342.0K | 1.23% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,631 | $344.0K | 0.00% | −3,949−70.8% | Reduced |
| First Midwest Bank Trust Division | 1,663 | $351.0K | 0.05% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,665 | $351.0K | 0.18% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,643 | $351.0K | 0.03% | +58+3.7% | Added |
| Clearstead Advisors, LLC | 1,668 | $351.0K | 0.03% | +261+18.6% | Added |
| Atlas Capital Advisors LLC | 1,668 | $351.4K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 1,674 | $352.0K | 0.21% | +518+44.8% | Added |
| Probity Advisors, Inc. | 1,680 | $354.0K | 0.07% | −49−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,683 | $355.0K | 0.02% | +84+5.3% | Added |
| XML Financial, LLC | 1,684 | $355.0K | 0.05% | +250+17.4% | Added |
| Lake Street Financial LLC | 1,700 | $358.0K | 0.09% | −538−24.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,697 | $358.0K | 0.02% | −6−0.4% | Reduced |
| Nikulski Financial, Inc. | 1,730 | $364.0K | 0.17% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,759 | $371.0K | 0.19% | +25+1.4% | Added |
| DuPont Capital Management Corp | 1,781 | $375.0K | 0.01% | −1,724−49.2% | Reduced |
| Pacifica Partners Inc. | 1,764 | $375.0K | 0.27% | −16−0.9% | Reduced |
| Bluestein R H & Co | 1,780 | $375.0K | 0.01% | +100+6.0% | Added |
| X-Square Capital, LLC | 1,779 | $375.0K | 0.19% | +196+12.4% | Added |
| United Bank | 1,800 | $379.0K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,803 | $380.0K | 0.08% | −4−0.2% | Reduced |
| Prudent Man Advisors, LLC | 1,814 | $382.0K | 0.14% | −20−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,818 | $383.0K | 0.02% | −700−27.8% | Reduced |
| Meridian Wealth Management, LLC | 1,821 | $384.0K | 0.05% | −1,098−37.6% | Reduced |
| Marshall Wace, LLP | 1,841 | $388.0K | 0.00% | −24,486−93.0% | Reduced |
| E&G Advisors, LP | 1,850 | $390.0K | 0.11% | +1,850 | Added |
| Corient Capital Partners, LLC | 1,864 | $393.0K | 0.03% | −588−24.0% | Reduced |
| Wealth Alliance | 1,878 | $396.0K | 0.09% | −117−5.9% | Reduced |
| Independent Financial Group, LLC | 1,883 | $396.7K | 0.04% | +45+2.4% | Added |
| Tufton Capital Management | 1,885 | $397.0K | 0.07% | +310+19.7% | Added |
| Tiemann Investment Advisors, LLC | 1,890 | $398.0K | 0.19% | −124−6.2% | Reduced |
| RDA Financial Network | 1,889 | $398.0K | 0.18% | −11−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 1,923 | $404.5K | 0.01% | +62+3.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 1,940 | $409.0K | 0.01% | −2,771−58.8% | Reduced |
| Wetherby Asset Management Inc | 1,941 | $409.0K | 0.03% | +306+18.7% | Added |
| IHT Wealth Management, LLC | 1,944 | $410.0K | 0.03% | −625−24.3% | Reduced |
| Greenleaf Trust | 1,946 | $410.0K | 0.00% | −80−3.9% | Reduced |
| PEAK6 Investments LLC | 1,945 | $410.0K | 0.01% | +1,941+48,525.0% | Added |
| Texas Yale Capital Corp. | 1,954 | $412.0K | 0.02% | −50−2.5% | Reduced |
| Cresset Asset Management, LLC | 1,954 | $412.0K | 0.01% | +108+5.9% | Added |
| Mayflower Financial Advisors, LLC | 1,915 | $414.0K | 0.06% | +103+5.7% | Added |
| Collective Family Office LLC | 1,976 | $416.0K | 0.18% | −300−13.2% | Reduced |
| Beaumont Financial Partners, LLC | 1,979 | $417.0K | 0.03% | −120−5.7% | Reduced |
| Clare Market Investments LLC | 1,989 | $419.0K | 0.13% | +506+34.1% | Added |
| Newman Dignan & Sheerar, Inc. | 1,999 | $421.0K | 0.14% | +99+5.2% | Added |
| Legacy Wealth Management, LLC | 2,000 | $421.4K | 0.23% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 2,016 | $426.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,024 | $427.0K | 0.01% | +36+1.8% | Added |
| Johnson Investment Counsel Inc | 2,036 | $429.0K | 0.01% | −116−5.4% | Reduced |
| Financial Advocates Investment Management | 2,044 | $430.0K | 0.03% | −2,894−58.6% | Reduced |
| Ontario Teachers Pension Plan Board | 2,040 | $430.0K | 0.00% | +2,040 | New |
| Wealthfront Advisers LLC | 2,046 | $431.0K | 0.00% | +103+5.3% | Added |
| Keebeck Wealth Management, LLC | 2,060 | $434.0K | 0.09% | −21−1.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,078 | $438.0K | 0.16% | −45−2.1% | Reduced |
| Aries Wealth Management | 2,077 | $438.0K | 0.19% | +163+8.5% | Added |
| Mirador Capital Partners LP | 2,084 | $439.0K | 0.10% | +67+3.3% | Added |
| Ieq Capital, LLC | 2,098 | $442.0K | 0.01% | +959+84.2% | Added |
| Tranquility Partners, LLC | 2,096 | $442.0K | 0.22% | +1,225+140.6% | Added |
| XTX Topco Ltd | 2,099 | $442.0K | 0.15% | +2,099 | New |
| Meeder Asset Management Inc | 2,109 | $444.0K | 0.02% | −618−22.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,131 | $449.0K | 0.04% | +955+81.2% | Added |
| MONECO Advisors, LLC | 2,134 | $450.0K | 0.18% | −15−0.7% | Reduced |
| Pendal Group Limited | 2,141 | $451.0K | 0.00% | −729−25.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,140 | $451.0K | 0.04% | +230+12.0% | Added |
| Highlander Capital Management, LLC | 1,800 | $453.0K | 0.23% | −100−5.3% | Reduced |
| JustInvest LLC | 2,167 | $456.0K | 0.04% | −277−11.3% | Reduced |
| Legacy Bridge, LLC | 2,165 | $456.0K | 0.26% | −25−1.1% | Reduced |
| Cooper/Haims Advisors, LLC | 2,180 | $459.0K | 0.28% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,185 | $460.0K | 0.10% | −399−15.4% | Reduced |
| Private Portfolio Partners LLC | 2,184 | $460.2K | 0.13% | +480+28.2% | Added |
| WealthTrust Axiom LLC | 2,200 | $463.0K | 0.16% | −250−10.2% | Reduced |
| Lokken Investment Group LLC | 2,196 | $463.0K | 0.37% | −69−3.0% | Reduced |
| Boston Trust Walden Corp | 2,217 | $467.0K | 0.00% | +17+0.8% | Added |
| Stratos Wealth Advisors, LLC | 2,232 | $470.0K | 0.04% | +101+4.7% | Added |
| Little House Capital LLC | 2,229 | $470.0K | 0.28% | +541+32.0% | Added |
| Menard Financial Group LLC | 2,256 | $475.0K | 0.42% | +401+21.6% | Added |
| Ameritas Investment Partners, Inc. | 2,266 | $477.0K | 0.02% | −87−3.7% | Reduced |
| Cim Investment Mangement Inc | 2,269 | $478.0K | 0.15% | −13−0.6% | Reduced |
| Allred Capital Management, LLC | 2,274 | $479.0K | 0.25% | −149−6.1% | Reduced |
| Symmetry Partners, LLC | 2,247 | $479.0K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,289 | $482.0K | 0.05% | −7−0.3% | Reduced |
| Vectors Research Management, LLC | 2,298 | $484.0K | 0.11% | 00.0% | Unchanged |
| HNP Capital LLC | 2,298 | $484.0K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,310 | $487.0K | 0.11% | +540+30.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,316 | $488.0K | 0.00% | −13−0.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,317 | $488.0K | 0.06% | +575+33.0% | Added |
| Park National Corp | 2,322 | $489.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,322 | $489.0K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,327 | $490.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,330 | $491.0K | 0.02% | −116−4.7% | Reduced |
| Koshinski Asset Management, Inc. | 2,332 | $491.3K | 0.04% | +218+10.3% | Added |
| Polar Asset Management Partners Inc. | 2,344 | $494.0K | 0.01% | +2,344 | New |
| Harbor Investment Advisory, LLC | 2,351 | $495.0K | 0.07% | −1,591−40.4% | Reduced |
| Mid Atlantic Financial Management Inc | 2,351 | $495.0K | 0.03% | −3−0.1% | Reduced |
| Comerica Securities,inc. | 2,348 | $495.0K | 0.04% | +147+6.7% | Added |
| Wilkinson Global Asset Management LLC | 2,368 | $499.0K | 0.03% | +400+20.3% | Added |
| Redpoint Investment Management Pty Ltd | 2,388 | $503.0K | 0.04% | −2,932−55.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,393 | $504.0K | 0.05% | −3,358−58.4% | Reduced |
| Arnhold LLC | 2,400 | $506.0K | 0.06% | 00.0% | Unchanged |