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 |
|---|---|---|---|---|---|
| Carlson Capital Management | 1,174 | $247.0K | 0.03% | −1−0.1% | Reduced |
| ICW Investment Advisors LLC | 1,174 | $247.0K | 0.16% | +70+6.3% | Added |
| Monarch Capital Management Inc | 1,157 | $244.0K | 0.07% | −50−4.1% | Reduced |
| Accurate Wealth Management, LLC | 111 | $243.0K | 0.21% | −1,034−90.3% | Reduced |
| Roman Butler Fullerton & Co | 1,127 | $243.0K | 0.11% | +1,127 | New |
| NEXT Financial Group, Inc | 1,149 | $242.0K | 0.02% | +57+5.2% | Added |
| Searle & Co. | 1,150 | $242.0K | 0.10% | +100+9.5% | Added |
| Wall Street Access Asset Management, LLC | 1,146 | $241.0K | 0.11% | +1,146 | New |
| Modus Advisors, LLC | 1,141 | $240.0K | 0.10% | +70+6.5% | Added |
| Credential Qtrade Securities Inc. | 1,130 | $238.1K | 0.02% | +62+5.8% | Added |
| Conning Inc. | 1,130 | $238.0K | 0.01% | −150−11.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,124 | $237.0K | 0.01% | −799−41.5% | Reduced |
| Horizon Investments, LLC | 1,125 | $236.0K | 0.01% | +48+4.5% | Added |
| 3D/L Capital Management, LLC | 1,116 | $235.0K | 0.06% | +3+0.3% | Added |
| Shelton Capital Management | 1,109 | $234.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,110 | $233.0K | 0.02% | −97−8.0% | Reduced |
| Barry Investment Advisors, LLC | 1,108 | $233.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 1,097 | $231.0K | 0.15% | −211−16.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,089 | $229.0K | 0.00% | −269−19.8% | Reduced |
| Secure Asset Management, LLC | 1,081 | $228.0K | 0.11% | +213+24.5% | Added |
| Round Table Services, LLC | 1,078 | $227.0K | 0.05% | +100+10.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,074 | $226.0K | 0.00% | +189+21.4% | Added |
| Callahan Advisors, LLC | 1,069 | $225.0K | 0.03% | −125−10.5% | Reduced |
| NorthRock Partners, LLC | 1,062 | $224.0K | 0.02% | +65+6.5% | Added |
| McLean Asset Management Corp | 1,025 | $224.0K | 0.09% | +100+10.8% | Added |
| Homrich & Berg | 1,058 | $223.0K | 0.00% | +1,058 | New |
| Trexquant Investment LP | 1,057 | $223.0K | 0.02% | +1,057 | New |
| Allworth Financial LP | 1,046 | $220.0K | 0.00% | +173+19.8% | Added |
| Welch Group, LLC | 1,041 | $219.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,037 | $218.0K | 0.08% | +1+0.1% | Added |
| Psagot Investment House Ltd. | 1,031 | $217.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,031 | $217.0K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,028 | $217.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,031 | $217.0K | 0.04% | +1,031 | New |
| LBMC Investment Advisors, LLC | 1,114 | $216.0K | 0.02% | +89+8.7% | Added |
| Trustcore Financial Services, LLC | 1,021 | $215.0K | 0.02% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 1,007 | $212.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,003 | $212.0K | 0.10% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,000 | $211.0K | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $211.0K | 0.02% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $211.0K | 0.10% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $211.0K | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $211.0K | 0.07% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $211.0K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,001 | $211.0K | 0.04% | +6+0.6% | Added |
| First Affirmative Financial Network | 1,004 | $211.0K | 0.22% | +1,004 | New |
| JFG Wealth Management, LLC | 1,000 | $210.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 997 | $210.0K | 0.08% | +22+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 991 | $209.0K | 0.00% | +92+10.2% | Added |
| SlateStone Wealth, LLC | 982 | $207.0K | 0.05% | +76+8.4% | Added |
| Coldstream Capital Management Inc | 1,081 | $205.0K | 0.01% | +19+1.8% | Added |
| AdvisorShares Investments LLC | 975 | $205.0K | 0.03% | −52−5.1% | Reduced |
| Hilltop Holdings Inc. | 967 | $204.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 956 | $201.0K | 0.03% | −75−7.3% | Reduced |
| 180 Wealth Advisors, LLC | 918 | $201.0K | 0.04% | +918 | New |
| Monetary Management Group Inc | 925 | $195.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 901 | $190.0K | 0.03% | −64−6.6% | Reduced |
| M&R Capital Management Inc | 855 | $180.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 845 | $177.0K | 0.00% | −2,352−73.6% | Reduced |
| Manchester Capital Management LLC | 800 | $169.0K | 0.02% | −898−52.9% | Reduced |
| Global Retirement Partners, LLC | 803 | $169.0K | 0.02% | +44+5.8% | Added |
| Eagle Bay Advisors LLC | 770 | $162.0K | 0.09% | +422+121.3% | Added |
| Crescent Capital Consulting, LLC | 735 | $154.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $153.0K | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 713 | $150.0K | 0.00% | +19+2.7% | Added |
| Central Bank & Trust Co | 711 | $150.0K | 0.02% | +66+10.2% | Added |
| Cordasco Financial Network | 668 | $141.0K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 664 | $140.0K | 0.04% | +9+1.4% | Added |
| Quadrant Capital Group LLC | 662 | $139.0K | 0.02% | +30+4.7% | Added |
| Smithfield Trust Co | 645 | $139.0K | 0.01% | +148+29.8% | Added |
| Archer Investment Corp | 650 | $136.9K | 0.05% | −30−4.4% | Reduced |
| Pacitti Group Inc. | 641 | $135.0K | 0.08% | −99−13.4% | Reduced |
| Fortis Advisors, LLC | 631 | $133.0K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 632 | $133.0K | 0.03% | +2+0.3% | Added |
| AdvisorNet Financial, Inc | 625 | $132.0K | 0.01% | +95+17.9% | Added |
| Old Second National Bank of Aurora | 606 | $128.0K | 0.03% | −10,730−94.7% | Reduced |
| Rosenberg Matthew Hamilton | 558 | $118.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 535 | $113.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $105.0K | 0.04% | −240−32.4% | Reduced |
| Berman Capital Advisors, LLC | 501 | $105.0K | 0.02% | +159+46.5% | Added |
| Washington Trust Co | 484 | $102.0K | 0.00% | +91+23.2% | Added |
| Vestor Capital, LLC | 480 | $101.0K | 0.01% | −100−17.2% | Reduced |
| Prestige Wealth Management Group LLC | 477 | $100.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 471 | $99.0K | 0.01% | +163+52.9% | Added |
| Parallax Volatility Advisers, L.P. | 463 | $98.0K | 0.00% | +91+24.5% | Added |
| First Pacific Advisors, LP | 451 | $95.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 430 | $91.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 425 | $90.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 402 | $85.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $84.3K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $84.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 400 | $84.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 394 | $83.0K | 0.01% | −141−26.4% | Reduced |
| South State Corp. | 390 | $82.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 385 | $81.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 369 | $78.0K | 0.09% | +369 | New |
| Evoke Wealth, LLC | 369 | $77.0K | 0.00% | +2+0.5% | Added |
| Arkadios Wealth Advisors | 339 | $71.0K | 0.01% | −630−65.0% | Reduced |
| TSFG, LLC | 337 | $71.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 316 | $66.0K | 0.02% | +1+0.3% | Added |