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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 21,893 | $4.61M | 0.10% | −51−0.2% | Reduced |
| Geneos Wealth Management Inc. | 21,871 | $4.67M | 0.18% | +463+2.2% | Added |
| Addison Capital Co | 22,246 | $4.69M | 2.17% | +215+1.0% | Added |
| HGK Asset Management Inc | 22,599 | $4.76M | 1.56% | −330−1.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 22,635 | $4.77M | 1.31% | +1,247+5.8% | Added |
| Telemus Capital, LLC | 22,910 | $4.83M | 0.41% | −1,900−7.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 22,910 | $4.83M | 2.17% | +1,250+5.8% | Added |
| Central Trust Co | 22,925 | $4.83M | 0.17% | −983−4.1% | Reduced |
| APG Asset Management N.V. | 26,764 | $4.87M | 0.01% | +11,100+70.9% | Added |
| Tower Bridge Advisors | 23,395 | $4.93M | 0.33% | +1,405+6.4% | Added |
| Comerica Bank | 22,533 | $4.94M | 0.03% | −7,844−25.8% | Reduced |
| Quadrature Capital Ltd | 23,456 | $4.94M | 0.18% | +23,456 | New |
| Renaissance Technologies LLC | 23,500 | $4.96M | 0.01% | −65,600−73.6% | Reduced |
| NS Partners Ltd | 23,668 | $4.99M | 0.25% | −538−2.2% | Reduced |
| Liberty Capital Management, Inc. | 23,996 | $5.06M | 1.49% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,582 | $5.18M | 0.05% | +2,146+9.6% | Added |
| Legacy Private Trust Co. | 24,586 | $5.18M | 0.42% | +1,095+4.7% | Added |
| Thrivent Financial for Lutherans | 24,699 | $5.20M | 0.01% | +2,853+13.1% | Added |
| Girard Partners Ltd. | 24,778 | $5.22M | 0.66% | +1,018+4.3% | Added |
| Pacific Global Investment Management CO | 24,784 | $5.22M | 1.05% | −72−0.3% | Reduced |
| Twinbeech Capital LP | 25,068 | $5.28M | 0.37% | +25,068 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,281 | $5.33M | 0.92% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 25,499 | $5.37M | 2.73% | +901+3.7% | Added |
| DnB Asset Management AS | 25,665 | $5.41M | 0.04% | −8,528−24.9% | Reduced |
| Sandy Spring Bank | 25,825 | $5.44M | 0.29% | −892−3.3% | Reduced |
| State of Alaska, Department of Revenue | 25,828 | $5.44M | 0.05% | −417−1.6% | Reduced |
| Mackay Shields LLC | 25,881 | $5.45M | 0.05% | −747−2.8% | Reduced |
| Texas Permanent School Fund | 25,994 | $5.48M | 0.07% | −2,082−7.4% | Reduced |
| Oak Harvest Investment Services | 26,247 | $5.53M | 1.61% | +3,714+16.5% | Added |
| Cypress Capital Management LLC | 23,815 | $5.57M | 0.74% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 26,496 | $5.63M | 0.02% | +1,252+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 26,931 | $5.67M | 0.35% | −3,994−12.9% | Reduced |
| Investment House LLC | 26,935 | $5.67M | 0.41% | +18,665+225.7% | Added |
| Forsta Ap-Fonden | 27,900 | $5.88M | 0.07% | −3,200−10.3% | Reduced |
| Cerity Partners LLC | 27,918 | $5.88M | 0.13% | +2,248+8.8% | Added |
| BancorpSouth Bank | 27,926 | $5.88M | 0.82% | +459+1.7% | Added |
| Cullinan Associates Inc | 28,201 | $5.94M | 0.33% | −31,536−52.8% | Reduced |
| State of Tennessee, Treasury Department | 28,557 | $6.02M | 0.02% | −24,978−46.7% | Reduced |
| Primecap Management Co | 28,700 | $6.05M | 0.00% | +3,000+11.7% | Added |
| Public Sector Pension Investment Board | 28,821 | $6.07M | 0.04% | +1,933+7.2% | Added |
| Utah Retirement Systems | 28,973 | $6.11M | 0.08% | −1,800−5.8% | Reduced |
| Empire Life Investments Inc. | 29,028 | $6.12M | 0.40% | −164−0.6% | Reduced |
| Bartlett & Co. LLC | 29,115 | $6.13M | 0.12% | −1,571−5.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 29,115 | $6.13M | 0.12% | −1,571−5.1% | Reduced |
| Madison Asset Management, LLC | 29,275 | $6.17M | 0.08% | +16,700+132.8% | Added |
| First American Bank | 29,323 | $6.18M | 0.36% | +464+1.6% | Added |
| Kings Point Capital Management | 29,686 | $6.25M | 0.56% | +3,416+13.0% | Added |
| Public Employees Retirement Association of Colorado | 29,931 | $6.31M | 0.03% | −49−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,958 | $6.31M | 0.03% | −5,900−16.5% | Reduced |
| Private Advisor Group, LLC | 30,103 | $6.34M | 0.04% | +10,563+54.1% | Added |
| Hexavest Inc. | 30,420 | $6.41M | 0.39% | −6,007−16.5% | Reduced |
| Blair William & Co | 30,694 | $6.47M | 0.02% | −452−1.5% | Reduced |
| Dillon & Associates Inc | 31,004 | $6.54M | 1.25% | +464+1.5% | Added |
| Canandaigua National Corp | 31,236 | $6.58M | 1.07% | +549+1.8% | Added |
| British Columbia Investment Management Corp | 31,407 | $6.62M | 0.04% | −102−0.3% | Reduced |
| Lido Advisors, LLC | 31,439 | $6.62M | 0.15% | +31,439 | New |
| ProShare Advisors LLC | 31,845 | $6.71M | 0.02% | +1,454+4.8% | Added |
| Narwhal Capital Management | 32,437 | $6.83M | 0.86% | +6,812+26.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 32,545 | $6.86M | 1.16% | +7,958+32.4% | Added |
| Quantbot Technologies LP | 32,621 | $6.87M | 0.50% | +28,360+665.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,891 | $6.93M | 0.02% | +3,539+12.1% | Added |
| First National Bank of Omaha | 33,051 | $6.96M | 0.35% | −1,361−4.0% | Reduced |
| Pinebridge Investments, L.P. | 33,077 | $6.97M | 0.08% | −4,364−11.7% | Reduced |
| Stonebridge Capital Advisors LLC | 33,141 | $6.98M | 0.85% | +1,398+4.4% | Added |
| Gotham Asset Management, LLC | 33,341 | $7.03M | 0.29% | +354+1.1% | Added |
| Bourgeon Capital Management LLC | 33,440 | $7.04M | 1.51% | −50.0% | Reduced |
| Picton Mahoney Asset Management | 33,595 | $7.08M | 0.27% | −35,441−51.3% | Reduced |
| Logan Capital Management Inc | 33,603 | $7.08M | 0.33% | −1,829−5.2% | Reduced |
| Boothe Investment Group, Inc. | 33,261 | $7.10M | 3.87% | +1,053+3.3% | Added |
| Massmutual Trust Co FSB | 34,072 | $7.18M | 0.30% | +3,440+11.2% | Added |
| Roffman Miller Associates Inc | 34,144 | $7.19M | 0.54% | +3,211+10.4% | Added |
| US Bancorp | 34,172 | $7.20M | 0.01% | −585−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,360 | $7.24M | 0.04% | −13,543−28.3% | Reduced |
| Los Angeles Capital Management LLC | 34,667 | $7.30M | 0.03% | −35,528−50.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 34,782 | $7.33M | 0.15% | +1,589+4.8% | Added |
| Wisconsin Capital Management LLC | 35,271 | $7.43M | 3.05% | −3,382−8.7% | Reduced |
| Tiaa, FSB | 35,759 | $7.53M | 0.03% | +1,298+3.8% | Added |
| Montag A & Associates Inc | 36,666 | $7.72M | 0.41% | +644+1.8% | Added |
| Exencial Wealth Advisors, LLC | 36,749 | $7.74M | 0.34% | +1,632+4.6% | Added |
| CIBC World Markets Inc. | 36,866 | $7.77M | 0.03% | −3,929−9.6% | Reduced |
| Progeny 3, Inc. | 37,095 | $7.82M | 1.95% | +131+0.4% | Added |
| Holocene Advisors, LP | 37,601 | $7.92M | 0.05% | +37,601 | New |
| MetLife Investment Management | 38,002 | $8.01M | 0.07% | −1,180−3.0% | Reduced |
| Qube Research & Technologies Ltd | 38,181 | $8.04M | 0.10% | +38,181 | New |
| Mutual of America Capital Management LLC | 38,260 | $8.06M | 0.08% | −60.0% | Reduced |
| BTR Capital Management Inc | 38,437 | $8.10M | 1.00% | +784+2.1% | Added |
| Moors & Cabot, Inc. | 38,551 | $8.13M | 0.51% | +770+2.0% | Added |
| Capital Fund Management S.A. | 38,800 | $8.17M | 0.22% | +3,657+10.4% | Added |
| Jacobs & Co | 38,825 | $8.18M | 0.94% | +4,241+12.3% | Added |
| Capstone Investment Advisors, LLC | 38,914 | $8.20M | 0.15% | +36,951+1,882.4% | Added |
| Bridgecreek Investment Management, LLC | 39,020 | $8.22M | 1.17% | +40+0.1% | Added |
| Washington Trust Bank | 39,045 | $8.23M | 0.96% | +1,649+4.4% | Added |
| M&T Bank Corp | 39,201 | $8.26M | 0.04% | +22,613+136.3% | Added |
| Clearline Capital LP | 39,733 | $8.37M | 1.10% | 00.0% | Unchanged |
| Scotia Capital Inc. | 39,858 | $8.40M | 0.06% | +12,649+46.5% | Added |
| Segantii Capital Management Ltd | 41,000 | $8.64M | 0.30% | +41,000 | New |
| SEI Investments Co | 41,549 | $8.67M | 0.02% | +5,308+14.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 41,472 | $8.74M | 0.10% | +41,472 | New |
| Sit Investment Associates Inc | 41,918 | $8.83M | 0.23% | +2,580+6.6% | Added |
| Salem Investment Counselors Inc | 42,002 | $8.85M | 0.48% | +1,180+2.9% | Added |