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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 3,981 | $839.0K | 0.56% | +1,566+64.8% | Added |
| Resource Management, LLC | 3,990 | $841.0K | 0.10% | −10−0.3% | Reduced |
| Prelude Capital Management, LLC | 3,992 | $841.0K | 0.05% | +1,389+53.4% | Added |
| Meiji Yasuda Life Insurance Co | 4,023 | $848.0K | 0.01% | −53−1.3% | Reduced |
| Keybank National Association | 4,033 | $850.0K | 0.00% | +85+2.2% | Added |
| Ballast, Inc. | 4,057 | $854.0K | 0.36% | +122+3.1% | Added |
| ELCO Management Co., LLC | 4,104 | $865.0K | 0.67% | −10.0% | Reduced |
| Platform Technology Partners | 4,122 | $868.0K | 0.39% | +884+27.3% | Added |
| Dana Investment Advisors, Inc. | 4,160 | $876.0K | 0.04% | −49−1.2% | Reduced |
| Lee Danner & Bass Inc | 4,170 | $879.0K | 0.08% | +125+3.1% | Added |
| LVW Advisors, LLC | 4,182 | $881.0K | 0.15% | −220−5.0% | Reduced |
| Raymond James Trust N.A. | 4,206 | $886.0K | 0.03% | +238+6.0% | Added |
| Archford Capital Strategies, LLC | 4,233 | $892.0K | 0.21% | −21−0.5% | Reduced |
| Jacobi Capital Management LLC | 4,237 | $893.0K | 0.11% | −901−17.5% | Reduced |
| Parallel Advisors, LLC | 4,247 | $895.0K | 0.04% | −488−10.3% | Reduced |
| Venture Visionary Partners LLC | 4,264 | $898.0K | 0.06% | −1,188−21.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,272 | $900.0K | 0.06% | +90+2.2% | Added |
| Piscataqua Savings Bank | 4,296 | $905.0K | 0.78% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,357 | $918.0K | 0.10% | −42−1.0% | Reduced |
| Herold Advisors, Inc. | 4,425 | $932.0K | 0.36% | +4,425 | New |
| St. James Investment Company, LLC | 4,435 | $934.0K | 0.14% | +661+17.5% | Added |
| Kistler-Tiffany Companies, LLC | 4,455 | $939.0K | 0.21% | −130−2.8% | Reduced |
| IBM Retirement Fund | 4,566 | $962.0K | 0.08% | +17+0.4% | Added |
| B. Riley Wealth Management, Inc. | 4,592 | $968.0K | 0.07% | +3,315+259.6% | Added |
| Tower Research Capital LLC (TRC) | 4,649 | $980.0K | 0.03% | −11,599−71.4% | Reduced |
| Magnolia Capital Management Ltd | 4,650 | $980.0K | 0.85% | −2,945−38.8% | Reduced |
| MidWestOne Financial Group, Inc. | 4,661 | $982.0K | 0.23% | +14+0.3% | Added |
| Transcend Wealth Collective, LLC | 4,506 | $983.0K | 0.09% | −3−0.1% | Reduced |
| Caldwell Trust Co | 4,677 | $985.4K | 0.12% | +22+0.5% | Added |
| Centiva Capital, LP | 4,695 | $989.0K | 0.08% | +4,695 | New |
| Diamant Asset Management, Inc. | 4,695 | $989.0K | 0.82% | +4,695 | New |
| Choate Investment Advisors | 4,734 | $997.0K | 0.06% | −135−2.8% | Reduced |
| GWM Advisors LLC | 4,741 | $999.0K | 0.02% | −3,537−42.7% | Reduced |
| Teza Capital Management LLC | 4,788 | $1.01M | 0.49% | +1,836+62.2% | Added |
| Zevenbergen Capital Investments LLC | 4,810 | $1.01M | 0.02% | −285−5.6% | Reduced |
| Cadence Bank NA | 4,905 | $1.03M | 0.31% | +258+5.6% | Added |
| Crossmark Global Holdings, Inc. | 4,951 | $1.04M | 0.02% | −239−4.6% | Reduced |
| TBH Global Asset Management, LLC | 4,991 | $1.05M | 0.24% | −20−0.4% | Reduced |
| Shapiro Capital Management LLC | 5,030 | $1.06M | 0.02% | −500−9.0% | Reduced |
| Winton Group Ltd | 5,044 | $1.06M | 0.06% | +3,215+175.8% | Added |
| BKD Wealth Advisors, LLC | 5,055 | $1.06M | 0.05% | +298+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 5,095 | $1.07M | 0.08% | +36+0.7% | Added |
| Advisor Partners LLC | 5,105 | $1.08M | 0.07% | −24−0.5% | Reduced |
| Neumann Capital Management, LLC | 5,107 | $1.08M | 0.48% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,159 | $1.09M | 0.89% | +141+2.8% | Added |
| Cigna Investments Inc | 5,163 | $1.09M | 0.08% | −132−2.5% | Reduced |
| Atria Investments LLC | 5,254 | $1.11M | 0.02% | +219+4.3% | Added |
| Bryn Mawr Trust Co | 5,268 | $1.11M | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 5,269 | $1.11M | 0.04% | +5,269 | New |
| Ancora Advisors, LLC | 5,288 | $1.11M | 0.03% | +807+18.0% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.12M | 0.63% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,305 | $1.12M | 0.01% | +1,161+28.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,341 | $1.13M | 0.49% | +468+9.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,397 | $1.14M | 0.01% | +32+0.6% | Added |
| Intact Investment Management Inc. | 5,400 | $1.14M | 0.03% | +2,600+92.9% | Added |
| Aberdeen Wealth Management LLC | 5,475 | $1.15M | 1.12% | 00.0% | Unchanged |
| Trust Investment Advisors | 5,490 | $1.16M | 1.03% | +47+0.9% | Added |
| Lipe & Dalton | 5,504 | $1.16M | 0.60% | −75−1.3% | Reduced |
| MAI Capital Management | 5,532 | $1.17M | 0.02% | +1,516+37.7% | Added |
| McDonald Partners LLC | 5,547 | $1.17M | 0.27% | +722+15.0% | Added |
| Fiduciary Trust Co | 5,567 | $1.17M | 0.02% | +336+6.4% | Added |
| Executive Wealth Management, LLC | 5,575 | $1.17M | 0.13% | +124+2.3% | Added |
| Oppenheimer Asset Management Inc. | 5,598 | $1.18M | 0.02% | −5,243−48.4% | Reduced |
| Malaga Cove Capital, LLC | 5,597 | $1.18M | 0.49% | +1,002+21.8% | Added |
| Glenmede Trust Co NA | 5,725 | $1.21M | 0.01% | −333−5.5% | Reduced |
| Regal Investment Advisors LLC | 5,870 | $1.24M | 0.12% | +1,422+32.0% | Added |
| Wedbush Securities Inc | 5,879 | $1.24M | 0.06% | −599−9.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 5,881 | $1.24M | 0.18% | +325+5.8% | Added |
| Benedict Financial Advisors Inc | 5,910 | $1.25M | 0.35% | −79−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,925 | $1.25M | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,919 | $1.25M | 0.04% | +1,378+30.3% | Added |
| Cetera Advisors LLC | 5,956 | $1.25M | 0.02% | +1,578+36.0% | Added |
| Oppenheimer & Co Inc | 5,978 | $1.26M | 0.02% | −1,567−20.8% | Reduced |
| Wambolt & Associates, LLC | 5,914 | $1.26M | 0.51% | +1,006+20.5% | Added |
| Miller Investment Management, LP | 6,000 | $1.26M | 0.22% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 6,018 | $1.27M | 0.04% | +40+0.7% | Added |
| Leonteq Securities AG | 6,129 | $1.29M | 0.07% | +3,676+149.9% | Added |
| Garner Asset Management Corp | 6,163 | $1.30M | 0.61% | +870+16.4% | Added |
| American National Registered Investment Advisor, Inc. | 6,213 | $1.31M | 0.47% | −9−0.1% | Reduced |
| Grace Capital | 6,150 | $1.34M | 0.82% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,370 | $1.34M | 0.00% | +26+0.4% | Added |
| Terra Nova Asset Management LLC | 6,373 | $1.34M | 1.08% | +286+4.7% | Added |
| Aevitas Wealth Management, Inc. | 6,389 | $1.35M | 0.86% | +10+0.2% | Added |
| Redwood Investments, LLC | 6,395 | $1.35M | 0.11% | −110−1.7% | Reduced |
| We Are One Seven, LLC | 6,228 | $1.35M | 0.17% | +3,759+152.2% | Added |
| BDO Wealth Advisors, LLC | 6,415 | $1.35M | 0.15% | +327+5.4% | Added |
| Caption Management, LLC | 6,500 | $1.37M | 0.09% | +6,500 | New |
| Hudson Canyon Capital Management | 6,580 | $1.39M | 1.07% | −246−3.6% | Reduced |
| Marco Investment Management LLC | 6,602 | $1.39M | 0.15% | +1,897+40.3% | Added |
| Regentatlantic Capital LLC | 6,618 | $1.40M | 0.04% | +347+5.5% | Added |
| Umb Bank N A | 6,666 | $1.41M | 0.03% | −478−6.7% | Reduced |
| Stevens Capital Management LP | 6,708 | $1.41M | 0.59% | +4,642+224.7% | Added |
| Sigma Planning Corp | 6,779 | $1.43M | 0.04% | −204−2.9% | Reduced |
| Pflug Koory, LLC | 6,834 | $1.44M | 0.79% | −195−2.8% | Reduced |
| AXA S.A. | 6,844 | $1.44M | 0.00% | −4,488−39.6% | Reduced |
| Arrow Financial Corp | 6,879 | $1.45M | 0.19% | −176−2.5% | Reduced |
| IFP Advisors, Inc | 6,841 | $1.46M | 0.03% | +348+5.4% | Added |
| Integrated Wealth Concepts LLC | 6,955 | $1.47M | 0.05% | +2,199+46.2% | Added |
| Condor Capital Management | 6,974 | $1.47M | 0.16% | +250+3.7% | Added |
| Citizens National Bank Trust Department | 6,985 | $1.47M | 0.42% | −60−0.9% | Reduced |