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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 2,408 | $507.0K | 0.07% | +1,509+167.9% | Added |
| Meristem Family Wealth, LLC | 2,419 | $510.0K | 0.05% | +169+7.5% | Added |
| Community Bank, N.A. | 2,425 | $511.0K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 2,425 | $511.0K | 0.01% | +211+9.5% | Added |
| 44 Wealth Management LLC | 2,431 | $512.0K | 0.20% | −14−0.6% | Reduced |
| Boston Family Office LLC | 2,446 | $515.0K | 0.04% | +136+5.9% | Added |
| Neo Ivy Capital Management | 3,004 | $526.0K | 0.60% | −685−18.6% | Reduced |
| SG3 Management, LLC | 2,500 | $527.0K | 0.19% | +2,500 | New |
| Vestcor Inc | 2,508 | $528.0K | 0.02% | −344−12.1% | Reduced |
| Gilbert & Cook, Inc. | 2,508 | $528.0K | 0.09% | +769+44.2% | Added |
| Park Avenue Securities LLC | 2,511 | $529.0K | 0.01% | +309+14.0% | Added |
| Hillman Capital Management, Inc. | 2,508 | $529.0K | 0.19% | +1,462+139.8% | Added |
| Haverford Trust Co | 2,517 | $530.0K | 0.01% | +1,551+160.6% | Added |
| Gilman Hill Asset Management, LLC | 2,520 | $531.0K | 0.14% | −50−1.9% | Reduced |
| HighPoint Advisor Group LLC | 2,535 | $534.0K | 0.05% | +219+9.5% | Added |
| Tempus Wealth Planning, LLC | 2,542 | $536.0K | 0.30% | +198+8.4% | Added |
| Roanoke Asset Management Corp | 2,550 | $537.0K | 0.19% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,552 | $538.0K | 0.09% | −1,000−28.2% | Reduced |
| Tributary Capital Management, LLC | 2,580 | $544.0K | 0.04% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 2,600 | $548.0K | 0.07% | +2,600 | New |
| Benjamin F. Edwards & Company, Inc. | 2,616 | $551.0K | 0.03% | +87+3.4% | Added |
| Sequoia Financial Advisors, LLC | 2,620 | $552.0K | 0.06% | −459−14.9% | Reduced |
| Paloma Partners Management Co | 2,624 | $553.0K | 0.02% | −3,282−55.6% | Reduced |
| First Horizon Advisors, Inc. | 2,658 | $559.0K | 0.02% | +2,004+306.4% | Added |
| Perigon Wealth Management, LLC | 2,699 | $569.0K | 0.05% | −262−8.8% | Reduced |
| Copperwynd Financial, LLC | 2,708 | $571.0K | 0.24% | +74+2.8% | Added |
| Laidlaw Wealth Management LLC | 2,723 | $574.0K | 0.15% | −133−4.7% | Reduced |
| Weik Capital Management | 2,765 | $583.0K | 0.24% | −800−22.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,789 | $588.0K | 0.02% | −19−0.7% | Reduced |
| Patriot Investment Management Inc. | 2,838 | $597.0K | 0.05% | +138+5.1% | Added |
| Cozad Asset Management Inc | 2,846 | $600.0K | 0.09% | −60−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,850 | $600.0K | 0.20% | +2,850 | New |
| Procyon Private Wealth Partners, LLC | 2,859 | $602.0K | 0.16% | +700+32.4% | Added |
| Intrust Bank NA | 2,887 | $609.0K | 0.08% | −329−10.2% | Reduced |
| Roundview Capital LLC | 2,895 | $610.0K | 0.07% | −867−23.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,893 | $610.0K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 2,900 | $611.0K | 0.01% | +2,900 | New |
| SeaCrest Wealth Management, LLC | 2,922 | $616.0K | 0.07% | −40−1.4% | Reduced |
| TLWM | 2,944 | $619.0K | 0.24% | +40+1.4% | Added |
| Banque Cantonale Vaudoise | 2,946 | $621.0K | 0.03% | 00.0% | Unchanged |
| Navalign, LLC | 2,996 | $631.0K | 0.27% | +82+2.8% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $632.0K | 0.01% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,000 | $632.0K | 0.65% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,006 | $633.0K | 0.02% | +924+44.4% | Added |
| Boston Private Wealth LLC | 3,055 | $643.0K | 0.01% | +53+1.8% | Added |
| Signet Investment Advisory Group, Inc. | 3,092 | $651.0K | 0.41% | +888+40.3% | Added |
| Illinois Municipal Retirement Fund | 3,095 | $652.0K | 0.02% | 00.0% | Unchanged |
| Planning Directions Inc | 3,114 | $656.0K | 0.48% | +8+0.3% | Added |
| Bragg Financial Advisors, Inc | 3,140 | $662.0K | 0.04% | −308−8.9% | Reduced |
| Old Port Advisors | 3,163 | $669.0K | 0.24% | +15+0.5% | Added |
| Allstate Corp | 3,209 | $676.0K | 0.03% | −510−13.7% | Reduced |
| Brown Advisory Inc | 3,252 | $685.0K | 0.00% | −330−9.2% | Reduced |
| Chemung Canal Trust Co | 3,261 | $687.0K | 0.13% | −34,912−91.5% | Reduced |
| Keeley-Teton Advisors, LLC | 3,271 | $689.0K | 0.08% | +3,271 | New |
| Vident Investment Advisory, LLC | 3,279 | $690.0K | 0.02% | −11,493−77.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,274 | $690.0K | 0.16% | +100+3.2% | Added |
| Great Valley Advisor Group, Inc. | 3,305 | $696.0K | 0.05% | +33+1.0% | Added |
| Atlas Brown,Inc. | 3,306 | $697.0K | 0.30% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 3,335 | $703.0K | 0.17% | +3,335 | New |
| Meridian Investment Counsel Inc. | 3,365 | $709.0K | 0.26% | +25+0.7% | Added |
| Eads & Heald Wealth Management | 3,370 | $710.0K | 0.34% | −536−13.7% | Reduced |
| Forte Capital LLC | 3,372 | $710.0K | 0.10% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 3,369 | $710.0K | 0.43% | +30+0.9% | Added |
| Exchange Capital Management, Inc. | 3,380 | $712.0K | 0.14% | −295−8.0% | Reduced |
| Argent Trust Co | 3,378 | $712.0K | 0.05% | +41+1.2% | Added |
| Ameritas Investment Company, LLC | 3,391 | $714.0K | 0.03% | +2,194+183.3% | Added |
| Vestmark Advisory Solutions, Inc. | 3,409 | $718.0K | 0.05% | +235+7.4% | Added |
| Ci Investments Inc. | 3,418 | $720.0K | 0.00% | −49−1.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,424 | $721.0K | 0.23% | +524+18.1% | Added |
| Bank Hapoalim BM | 3,425 | $722.0K | 0.08% | +580+20.4% | Added |
| Diametric Capital, LP | 3,448 | $726.0K | 0.57% | +564+19.6% | Added |
| Pitcairn Co | 3,457 | $728.0K | 0.05% | −91−2.6% | Reduced |
| Price Michael F | 3,500 | $737.0K | 0.09% | 00.0% | Unchanged |
| U S Global Investors Inc | 3,500 | $737.0K | 0.02% | +3,500 | New |
| Meridian Financial Partners LLC | 3,386 | $742.0K | 0.50% | +68+2.0% | Added |
| Moneta Group Investment Advisors LLC | 3,536 | $745.0K | 0.03% | +684+24.0% | Added |
| Wealth Advisors, Inc. | 3,500 | $746.0K | 0.29% | −1,500−30.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,568 | $752.0K | 0.27% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,608 | $760.0K | 0.04% | +703+24.2% | Added |
| Kovack Advisors, Inc. | 3,618 | $762.0K | 0.08% | +61+1.7% | Added |
| International Assets Investment Management, LLC | 3,625 | $764.0K | 0.14% | −73−2.0% | Reduced |
| Sky Investment Group LLC | 3,631 | $765.0K | 0.17% | −1,076−22.9% | Reduced |
| CSS LLC | 3,605 | $765.0K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,635 | $766.0K | 0.06% | +135+3.9% | Added |
| Fox Run Management, L.L.C. | 3,638 | $766.0K | 0.48% | +3,638 | New |
| Brinker Capital Investments, LLC | 3,287 | $769.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,667 | $773.0K | 0.11% | +5+0.1% | Added |
| Prentice Wealth Management LLC | 3,680 | $775.0K | 0.37% | −10.0% | Reduced |
| Tudor Investment Corp Et Al | 3,698 | $779.0K | 0.02% | −24,190−86.7% | Reduced |
| World Asset Management Inc | 3,754 | $791.0K | 0.08% | −269−6.7% | Reduced |
| North Star Investment Management Corp. | 3,764 | $793.0K | 0.06% | −500−11.7% | Reduced |
| Brookstone Capital Management | 3,623 | $794.0K | 0.01% | +637+21.3% | Added |
| Siemens Fonds Invest GmbH | 3,793 | $799.0K | 0.05% | +3,793 | New |
| Delta Financial Advisors LLC | 3,802 | $801.0K | 0.36% | +116+3.1% | Added |
| Bamco Inc | 3,835 | $808.0K | 0.00% | +819+27.2% | Added |
| Essex Financial Services, Inc. | 3,858 | $813.0K | 0.09% | −54−1.4% | Reduced |
| SFMG, LLC | 3,879 | $817.0K | 0.09% | −6,833−63.8% | Reduced |
| B&D White Capital Company, LLC | 3,880 | $817.0K | 0.31% | +3,880 | New |
| Veritable, L.P. | 3,887 | $819.0K | 0.01% | −67−1.7% | Reduced |
| Oak Ridge Investments LLC | 3,979 | $838.0K | 0.07% | −38−0.9% | Reduced |