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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 12,187 | $2.61M | 0.07% | −354−2.8% | Reduced |
| Hedeker Wealth, LLC | 12,422 | $2.62M | 0.81% | +3,338+36.7% | Added |
| Commerce Bank | 12,756 | $2.69M | 0.02% | +447+3.6% | Added |
| Xcel Wealth Management, LLC | 12,769 | $2.69M | 0.78% | +3,050+31.4% | Added |
| Linscomb & Williams, Inc. | 12,956 | $2.73M | 0.14% | +711+5.8% | Added |
| MML Investors Services, LLC | 13,045 | $2.75M | 0.02% | +959+7.9% | Added |
| Cornercap Investment Counsel Inc | 13,070 | $2.75M | 0.31% | +7,697+143.3% | Added |
| Meridian Management Co | 13,206 | $2.78M | 0.85% | +62+0.5% | Added |
| Panagora Asset Management Inc | 13,229 | $2.79M | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 13,320 | $2.81M | 0.03% | −10,720−44.6% | Reduced |
| City Holding Co | 13,409 | $2.83M | 0.48% | +952+7.6% | Added |
| Robbins Farley LLC | 13,424 | $2.83M | 2.09% | +13,424 | New |
| Intellectus Partners, LLC | 13,625 | $2.87M | 0.70% | −797−5.5% | Reduced |
| Candriam Luxembourg S.C.A. | 13,649 | $2.88M | 0.02% | +549+4.2% | Added |
| Patton Albertson Miller Group, LLC | 13,737 | $2.89M | 0.55% | +168+1.2% | Added |
| South Dakota Investment Council | 13,761 | $2.90M | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 13,932 | $2.94M | 0.23% | +13,932 | New |
| RNC Capital Management LLC | 13,941 | $2.94M | 0.16% | +13,941 | New |
| Westpac Banking Corp | 13,983 | $2.95M | 0.03% | −4,518−24.4% | Reduced |
| Securian Asset Management, Inc | 14,049 | $2.96M | 0.06% | −224−1.6% | Reduced |
| Sand Hill Global Advisors, LLC | 14,124 | $2.98M | 0.18% | +20+0.1% | Added |
| ING Groep NV | 14,125 | $2.98M | 0.04% | +245+1.8% | Added |
| Oregon Public Employees Retirement Fund | 14,176 | $2.99M | 0.03% | 00.0% | Unchanged |
| Stonnington Group, LLC | 13,636 | $3.00M | 0.67% | −2,263−14.2% | Reduced |
| Bogart Wealth, LLC | 14,220 | $3.00M | 0.30% | +3,038+27.2% | Added |
| River Wealth Advisors LLC | 14,254 | $3.00M | 0.51% | +903+6.8% | Added |
| Hohimer Wealth Management, LLC | 14,266 | $3.01M | 0.63% | +719+5.3% | Added |
| Toth Financial Advisory Corp | 14,374 | $3.03M | 0.46% | −280−1.9% | Reduced |
| Pacer Advisors, Inc. | 14,707 | $3.10M | 0.04% | +710+5.1% | Added |
| Private Trust Co NA | 14,786 | $3.11M | 0.45% | +654+4.6% | Added |
| Norinchukin Bank, The | 14,791 | $3.12M | 0.04% | +805+5.8% | Added |
| Atom Investors LP | 14,886 | $3.14M | 0.61% | +14,886 | New |
| Capitolis Advisors LLC | 14,591 | $3.15M | 0.03% | −2,234−13.3% | Reduced |
| Valeo Financial Advisors, LLC | 14,946 | $3.15M | 0.18% | +797+5.6% | Added |
| AE Wealth Management LLC | 14,958 | $3.15M | 0.03% | +1,495+11.1% | Added |
| Cornerstone Advisors, LLC | 15,000 | $3.16M | 0.18% | 00.0% | Unchanged |
| Univest Financial Corp | 15,293 | $3.22M | 0.90% | +580+3.9% | Added |
| Security National Trust Co | 13,808 | $3.23M | 0.75% | 00.0% | Unchanged |
| Spinnaker Trust | 15,334 | $3.23M | 0.22% | +554+3.7% | Added |
| Hoylecohen, LLC | 15,626 | $3.29M | 0.31% | +380+2.5% | Added |
| Armstrong Shaw Associates Inc | 15,670 | $3.30M | 2.89% | +269+1.7% | Added |
| Morningstar Investment Services LLC | 15,609 | $3.31M | 0.04% | +15,609 | New |
| Hartford Investment Management Co | 15,718 | $3.31M | 0.09% | −2,082−11.7% | Reduced |
| Beck Capital Management, LLC | 15,752 | $3.32M | 1.11% | −288−1.8% | Reduced |
| TriaGen Wealth Management LLC | 15,779 | $3.32M | 1.81% | −110−0.7% | Reduced |
| Aviance Capital Partners, LLC | 15,865 | $3.34M | 0.59% | +1,528+10.7% | Added |
| Burney Co | 15,878 | $3.35M | 0.16% | −155−1.0% | Reduced |
| Webster Bank, N. A. | 16,000 | $3.37M | 0.38% | −368−2.2% | Reduced |
| Kavar Capital Partners Group, LLC | 16,156 | $3.40M | 0.78% | +2,592+19.1% | Added |
| Engineers Gate Manager LP | 16,216 | $3.42M | 0.19% | +11,359+233.9% | Added |
| MRJ Capital Inc | 16,225 | $3.42M | 2.00% | +525+3.3% | Added |
| Cypress Asset Management Inc | 16,365 | $3.45M | 0.89% | −30−0.2% | Reduced |
| CIBC Asset Management Inc | 16,372 | $3.45M | 0.01% | +560+3.5% | Added |
| Oak Asset Management, LLC | 16,095 | $3.47M | 1.44% | +2,590+19.2% | Added |
| Soros Capital Management LLC | 16,574 | $3.49M | 0.70% | +3,743+29.2% | Added |
| Jefferies Group LLC | 16,864 | $3.55M | 0.09% | +8,052+91.4% | Added |
| Synovus Financial Corp | 16,899 | $3.56M | 0.04% | −2,979−15.0% | Reduced |
| HBK Sorce Advisory LLC | 16,878 | $3.56M | 0.20% | −29−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 16,909 | $3.56M | 0.13% | +366+2.2% | Added |
| Cetera Advisor Networks LLC | 17,079 | $3.60M | 0.05% | +1,429+9.1% | Added |
| Appleton Partners Inc | 17,104 | $3.60M | 0.30% | +3,508+25.8% | Added |
| Creative Planning | 17,136 | $3.61M | 0.01% | −167−1.0% | Reduced |
| National Asset Management, Inc. | 17,273 | $3.64M | 0.12% | −2,951−14.6% | Reduced |
| Essex Investment Management Co LLC | 17,387 | $3.66M | 0.45% | −69−0.4% | Reduced |
| Seeyond | 17,397 | $3.67M | 0.35% | +5,760+49.5% | Added |
| St Germain D J Co Inc | 17,416 | $3.67M | 0.23% | −348−2.0% | Reduced |
| Peddock Capital Advisors, LLC | 17,465 | $3.68M | 1.31% | +13+0.1% | Added |
| CCM Investment Advisers LLC | 17,492 | $3.69M | 0.48% | +17,492 | New |
| Parkside Investments, LLC | 17,500 | $3.69M | 0.77% | −100−0.6% | Reduced |
| Trust Co of Vermont | 17,561 | $3.70M | 0.26% | +2,278+14.9% | Added |
| Citizens Business Bank | 17,605 | $3.71M | 0.49% | −203−1.1% | Reduced |
| Cetera Investment Advisers | 17,833 | $3.76M | 0.06% | −598−3.2% | Reduced |
| PFS Investments Inc. | 17,080 | $3.79M | 0.08% | +3,311+24.0% | Added |
| Avantax Advisory Services, Inc. | 17,994 | $3.79M | 0.06% | +2,740+18.0% | Added |
| Tredje AP-fonden | 18,000 | $3.79M | 0.08% | +18,000 | New |
| Private Asset Management Inc | 18,030 | $3.80M | 0.52% | +914+5.3% | Added |
| Nomura Holdings Inc | 17,908 | $3.83M | 0.03% | +15,255+575.0% | Added |
| Joho Capital LLC | 18,215 | $3.84M | 0.52% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,298 | $3.86M | 0.19% | +1,469+8.7% | Added |
| Nissay Asset Management Corp | 18,350 | $3.87M | 0.03% | +737+4.2% | Added |
| Chartwell Investment Partners, LLC | 18,500 | $3.90M | 0.12% | 00.0% | Unchanged |
| Resources Management Corp | 18,541 | $3.91M | 0.56% | +44+0.2% | Added |
| Hantz Financial Services, Inc. | 18,862 | $3.97M | 0.13% | +673+3.7% | Added |
| Financial Counselors Inc | 19,049 | $4.01M | 0.09% | −360−1.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 19,181 | $4.04M | 0.92% | +30+0.2% | Added |
| Rothschild & Co Asset Management US Inc. | 19,389 | $4.09M | 0.05% | −450−2.3% | Reduced |
| HBW Advisory Services LLC | 19,535 | $4.12M | 1.07% | +315+1.6% | Added |
| Bailard, Inc. | 19,582 | $4.13M | 0.14% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 19,624 | $4.13M | 0.06% | −778−3.8% | Reduced |
| Mariner, LLC | 19,674 | $4.14M | 0.02% | +7,637+63.4% | Added |
| Peapack Gladstone Financial Corp | 19,678 | $4.15M | 0.09% | +3,964+25.2% | Added |
| Autus Asset Management, LLC | 20,246 | $4.27M | 0.47% | +789+4.1% | Added |
| Providence Capital Advisors, LLC | 20,274 | $4.27M | 1.33% | +649+3.3% | Added |
| Townsend Asset Management Corp | 20,566 | $4.33M | 2.30% | +603+3.0% | Added |
| Robeco Institutional Asset Management B.V. | 20,916 | $4.41M | 0.01% | −3,413−14.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,000 | $4.42M | 0.05% | +3,800+22.1% | Added |
| Cornerstone Capital, Inc. | 21,078 | $4.44M | 0.51% | +3,676+21.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,085 | $4.44M | 0.05% | −89−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 21,169 | $4.46M | 0.73% | +6,189+41.3% | Added |
| Scott Investment Partners LLP | 21,400 | $4.51M | 3.09% | 00.0% | Unchanged |