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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 7,102 | $1.50M | 0.05% | −324−4.4% | Reduced |
| Altavista Wealth Management, Inc. | 7,108 | $1.50M | 0.33% | +23+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 7,133 | $1.50M | 0.44% | +1,547+27.7% | Added |
| Guardian Capital LP | 7,255 | $1.53M | 0.03% | +875+13.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,370 | $1.55M | 0.07% | +7,370 | New |
| SWS Partners | 7,466 | $1.57M | 0.97% | +140+1.9% | Added |
| Gs Investments, Inc. | 7,485 | $1.58M | 0.83% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 7,499 | $1.58M | 0.22% | −2,124−22.1% | Reduced |
| Hoertkorn Richard Charles | 7,500 | $1.58M | 0.71% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,508 | $1.58M | 0.06% | −341−4.3% | Reduced |
| Seven Eight Capital, LP | 7,578 | $1.60M | 0.15% | +7,578 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,641 | $1.61M | 0.03% | −33−0.4% | Reduced |
| Occidental Asset Management, LLC | 7,677 | $1.62M | 0.42% | +645+9.2% | Added |
| Burns J W & Co Inc | 7,709 | $1.62M | 0.25% | +30.0% | Added |
| FineMark National Bank & Trust | 7,714 | $1.63M | 0.07% | −57−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 7,712 | $1.63M | 0.90% | +696+9.9% | Added |
| Mercer Global Advisors Inc | 7,919 | $1.67M | 0.01% | −258−3.2% | Reduced |
| Achmea Investment Management B.V. | 7,938 | $1.67M | 0.05% | +272+3.5% | Added |
| Bahl & Gaynor Inc | 7,966 | $1.68M | 0.01% | −510−6.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,970 | $1.68M | 0.31% | −51−0.6% | Reduced |
| Baldwin Investment Management, LLC | 7,989 | $1.68M | 0.29% | −1,277−13.8% | Reduced |
| Triangle Securities Wealth Management | 8,142 | $1.72M | 0.58% | +141+1.8% | Added |
| Fma Advisory Inc | 8,183 | $1.72M | 0.64% | −1,306−13.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,221 | $1.73M | 0.43% | +513+6.7% | Added |
| Spire Wealth Management | 8,307 | $1.75M | 0.05% | −211−2.5% | Reduced |
| Allianz Asset Management GmbH | 8,316 | $1.75M | 0.00% | −111,166−93.0% | Reduced |
| Fernwood Investment Management, LLC | 8,366 | $1.76M | 0.61% | 00.0% | Unchanged |
| Xponance, Inc. | 8,440 | $1.78M | 0.03% | −796−8.6% | Reduced |
| Captrust Financial Advisors | 8,464 | $1.78M | 0.01% | −644−7.1% | Reduced |
| CX Institutional | 8,520 | $1.79M | 0.15% | +313+3.8% | Added |
| Bessemer Group Inc | 8,604 | $1.81M | 0.00% | +121+1.4% | Added |
| Cambria Investment Management, L.P. | 8,655 | $1.82M | 0.33% | +402+4.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,662 | $1.82M | 0.01% | −1,851−17.6% | Reduced |
| Belpointe Asset Management LLC | 8,759 | $1.85M | 0.13% | −242−2.7% | Reduced |
| West Oak Capital, LLC | 8,760 | $1.85M | 0.72% | +215+2.5% | Added |
| Brant Point Investment Management LLC | 8,776 | $1.85M | 0.34% | −10,972−55.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,880 | $1.87M | 0.05% | +2,716+44.1% | Added |
| Archon Partners LLC | 8,900 | $1.88M | 0.25% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,946 | $1.89M | 0.03% | +107+1.2% | Added |
| Kestra Private Wealth Services, LLC | 8,968 | $1.89M | 0.11% | +3,343+59.4% | Added |
| Sargent Bickham Lagudis LLC | 8,973 | $1.89M | 0.15% | +155+1.8% | Added |
| Andra AP-fonden | 9,000 | $1.90M | 0.04% | −6,700−42.7% | Reduced |
| Silvercrest Asset Management Group LLC | 9,013 | $1.90M | 0.01% | −1,597−15.1% | Reduced |
| Capital Analysts, LLC | 9,017 | $1.90M | 0.12% | +892+11.0% | Added |
| Wunderlich Capital Managemnt | 9,051 | $1.91M | 0.92% | +386+4.5% | Added |
| Outfitter Financial LLC | 9,080 | $1.91M | 1.50% | +20+0.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,090 | $1.92M | 1.69% | −15−0.2% | Reduced |
| Stableford Capital II LLC | 8,750 | $1.93M | 0.98% | +4,829+123.2% | Added |
| Bangor Savings Bank | 9,161 | $1.93M | 0.20% | +3,555+63.4% | Added |
| HCR Wealth Advisors | 9,224 | $1.94M | 0.32% | +678+7.9% | Added |
| Advisory Research Inc | 9,235 | $1.95M | 0.12% | −76−0.8% | Reduced |
| Strategic Advisors LLC | 9,279 | $1.96M | 0.42% | +1,704+22.5% | Added |
| Cobblestone Capital Advisors LLC | 9,413 | $1.98M | 0.14% | −102−1.1% | Reduced |
| Advisory Services Network, LLC | 9,427 | $1.99M | 0.06% | +694+7.9% | Added |
| Kingsview Wealth Management, LLC | 9,459 | $1.99M | 0.09% | −46−0.5% | Reduced |
| TownSquare Capital, LLC | 9,469 | $2.00M | 0.06% | +2,769+41.3% | Added |
| Griffin Asset Management, Inc. | 9,478 | $2.00M | 0.26% | +18+0.2% | Added |
| CIBC World Markets Corp | 9,485 | $2.00M | 0.01% | −2,249−19.2% | Reduced |
| TD Private Client Wealth LLC | 9,558 | $2.01M | 0.09% | +5,449+132.6% | Added |
| Oliver Luxxe Assets LLC | 9,567 | $2.02M | 0.56% | +694+7.8% | Added |
| Great Lakes Advisors, LLC | 9,621 | $2.03M | 0.03% | −760−7.3% | Reduced |
| Kentucky Retirement Systems | 9,748 | $2.05M | 0.10% | −93−0.9% | Reduced |
| Daiwa Securities Group Inc. | 9,749 | $2.05M | 0.01% | +578+6.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,783 | $2.06M | 0.49% | +726+8.0% | Added |
| WD Rutherford LLC | 9,800 | $2.06M | 1.12% | +35+0.4% | Added |
| Jump Financial, LLC | 9,897 | $2.08M | 0.15% | +9,897 | New |
| Ninety One North America, Inc. | 9,952 | $2.10M | 0.10% | +190+1.9% | Added |
| Pantheon Investment Group, LLC | 10,094 | $2.12M | 1.82% | +1,476+17.1% | Added |
| Beacon Pointe Advisors, LLC | 10,153 | $2.14M | 0.05% | +2,340+30.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,292 | $2.17M | 0.04% | +10+0.1% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.17M | 0.61% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,303 | $2.17M | 0.20% | +2,761+36.6% | Added |
| Van Hulzen Asset Management, LLC | 10,386 | $2.19M | 0.33% | −1,454−12.3% | Reduced |
| Valley National Advisers Inc | 10,402 | $2.19M | 0.40% | +5,731+122.7% | Added |
| Northstar Asset Management LLC | 10,423 | $2.20M | 0.58% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,500 | $2.21M | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,595 | $2.23M | 0.05% | −101−0.9% | Reduced |
| People's United Financial, Inc. | 10,634 | $2.24M | 0.05% | −150−1.4% | Reduced |
| Level Four Advisory Services, LLC | 10,803 | $2.28M | 0.24% | −387−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 10,846 | $2.29M | 0.17% | +452+4.3% | Added |
| Ar Asset Management Inc | 10,875 | $2.29M | 0.64% | −225−2.0% | Reduced |
| New Mexico Educational Retirement Board | 11,021 | $2.32M | 0.08% | −300−2.6% | Reduced |
| Storebrand Asset Management AS | 11,021 | $2.32M | 0.01% | +272+2.5% | Added |
| Vista Investment Management | 11,113 | $2.34M | 1.37% | +184+1.7% | Added |
| SAM Advisors, LLC | 11,058 | $2.35M | 1.14% | +11,058 | New |
| Altman Advisors, Inc. | 10,922 | $2.37M | 1.31% | +219+2.0% | Added |
| Coastline Trust Co | 11,285 | $2.38M | 0.30% | +440+4.1% | Added |
| Private Wealth Partners, LLC | 11,370 | $2.40M | 0.22% | −505−4.3% | Reduced |
| Farmers Trust Co | 11,285 | $2.41M | 0.54% | +254+2.3% | Added |
| Palisade Capital Management LLC | 11,520 | $2.43M | 0.05% | −460−3.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,556 | $2.44M | 0.03% | −424−3.5% | Reduced |
| HM Payson & Co | 11,566 | $2.44M | 0.06% | +31+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 11,581 | $2.44M | 1.34% | −2,348−16.9% | Reduced |
| Alerus Financial NA | 11,586 | $2.44M | 0.22% | +11,586 | New |
| Coastal Investment Advisors, Inc. | 11,822 | $2.49M | 0.59% | +419+3.7% | Added |
| Elo Mutual Pension Insurance Co | 11,907 | $2.51M | 0.08% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 11,920 | $2.51M | 0.13% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 11,950 | $2.52M | 1.70% | +715+6.4% | Added |
| Turim 21 Investimentos Ltda. | 11,990 | $2.53M | 1.17% | −64,789−84.4% | Reduced |
| Fulton Bank, N.A. | 12,226 | $2.58M | 0.12% | +384+3.2% | Added |