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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 1,134 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ3 2021: $27.9B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2021.

Institutions holding STZ in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Hall Laurie J Trustee300$63.0K0.02%00.0%Unchanged
Systematic Alpha Investments, LLC290$63.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC280$59.0K0.03%00.0%Unchanged
Tompkins Financial Corp280$59.0K0.01%+280New
Farmers & Merchants Investments Inc265$56.0K0.00%−219−45.2%Reduced
State of Wyoming264$56.0K0.04%+50+23.4%Added
Joseph P. Lucia & Associates, LLC260$55.0K0.03%00.0%Unchanged
Brewin Dolphin Ltd257$54.1K0.00%+19+8.0%Added
Barrett Asset Management, LLC255$54.0K0.00%+255New
Blume Capital Management, Inc.250$53.0K0.02%00.0%Unchanged
First Command Bank250$53.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.250$53.0K0.01%00.0%Unchanged
Capital Directions Investment Advisors, LLC250$53.0K0.02%+80+47.1%Added
Albion Financial Group245$52.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust249$52.0K0.02%+80+47.3%Added
Concord Wealth Partners243$51.0K0.02%−74−23.3%Reduced
Pin Oak Investment Advisors Inc240$51.0K0.06%00.0%Unchanged
TCTC Holdings, LLC240$51.0K0.00%+240New
Ninety One SA (PTY) Ltd228$48.0K0.02%00.0%Unchanged
Wolff Wiese Magana LLC222$47.0K0.03%−248−52.8%Reduced
Cedar Wealth Management, LLC215$45.0K0.02%+215New
Barnett & Company, Inc.206$43.0K0.03%00.0%Unchanged
Carroll Financial Associates, Inc.202$42.0K0.00%−296−59.4%Reduced
Ade, LLC200$42.0K0.04%00.0%Unchanged
Ogorek Anthony Joseph199$42.0K0.02%00.0%Unchanged
Leelyn Smith, LLC189$40.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC188$39.6K0.01%00.0%Unchanged
JNBA Financial Advisors187$39.0K0.01%+45+31.7%Added
West Paces Advisors Inc.184$38.8K0.01%−35−16.0%Reduced
Private Capital Group, LLC182$38.0K0.01%+1+0.6%Added
Kelly Lawrence W & Associates Inc170$36.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC170$36.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC167$35.0K0.01%−1−0.6%Reduced
Truvestments Capital LLC161$34.0K0.02%+1+0.6%Added
Johnson Financial Group, Inc.160$34.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.158$33.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.155$33.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc155$33.0K0.01%+155New
Fieldpoint Private Securities, LLC150$32.0K0.01%+32+27.1%Added
Annapolis Financial Services, LLC153$32.0K0.01%+153New
Heritage Wealth Advisors150$31.6K0.00%00.0%Unchanged
First Manhattan Co150$31.0K0.00%00.0%Unchanged
Private Ocean, LLC146$31.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC147$31.0K0.01%+147New
Kozak & Associates, Inc.131$30.0K0.02%+131New
Center for Financial Planning, Inc.135$28.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC130$27.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC124$26.0K0.02%−15−10.8%Reduced
Glassman Wealth Services123$26.0K0.01%−3−2.4%Reduced
Hanson & Doremus Investment Management123$26.0K0.01%+23+23.0%Added
Investors Research Corp110$24.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC113$24.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.107$23.0K0.01%+60+127.7%Added
PSI Advisors, LLC109$23.0K0.01%+109New
FinTrust Capital Advisors, LLC102$22.0K0.01%−1,247−92.4%Reduced
Wealthstreet Investment Advisors, LLC100$21.0K0.58%−700−87.5%Reduced
Endurance Wealth Management, Inc.100$21.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$21.0K0.01%00.0%Unchanged
IMA Wealth, Inc.90$19.0K0.00%00.0%Unchanged
Hudock, Inc.89$18.0K0.01%−167−65.2%Reduced
Tarbox Family Office, Inc.86$18.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA81$17.1K0.02%00.0%Unchanged
American Research & Management Co.75$16.0K0.00%−200−72.7%Reduced
Carmichael Hill & Associates, Inc.75$16.0K0.01%+15+25.0%Added
Motco78$16.0K0.00%+78New
Earnest Partners LLC73$15.0K0.00%00.0%Unchanged
Wealth Quarterback LLC70$15.0K0.01%+1+1.4%Added
TCI Wealth Advisors, Inc.71$15.0K0.00%+16+29.1%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.70$15.0K0.01%+70New
Brewin Dolphin Wealth Management Ltd65$13.7K0.00%00.0%Unchanged
Evermay Wealth Management LLC60$13.0K0.00%−33−35.5%Reduced
HHM Wealth Advisors, LLC63$13.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.60$12.6K0.00%−2−3.2%Reduced
McCarthy Grittinger Financial Group, LLC58$12.2K0.00%+58New
JFS Wealth Advisors, LLC59$12.0K0.00%00.0%Unchanged
Gradient Investments LLC56$12.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.57$12.0K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC64$12.0K0.00%+40+166.7%Added
Focused Wealth Management, Inc51$11.0K0.00%00.0%Unchanged
First PREMIER Bank50$11.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC50$11.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC52$11.0K0.00%+52New
Zions Bancorporation, N.A.46$10.0K0.00%−10−17.9%Reduced
Lenox Wealth Advisors, LLC49$10.0K0.00%00.0%Unchanged
First Personal Financial Services46$10.0K0.00%+46New
Clearview Wealth Advisors LLC43$9.00K0.01%−106−71.1%Reduced
MD Financial Management Inc.45$9.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC44$9.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC45$9.00K0.00%+5+12.5%Added
Baystate Wealth Management LLC44$9.00K0.00%+14+46.7%Added
Optiver Holding B.V.44$9.00K0.00%+44New
Sound Income Strategies, LLC36$8.00K0.00%−7−16.3%Reduced
Benjamin Edwards Inc40$8.00K0.00%00.0%Unchanged
Retirement Group, LLC40$8.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$8.00K0.01%00.0%Unchanged
Resolute Partners Group38$8.00K0.00%+9+31.0%Added
Mascoma Wealth Management LLC39$8.00K0.00%+39New
Raffa Wealth Management, LLC34$7.16K0.00%+1+3.0%Added
TD Capital Management LLC30$6.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC27$6.00K0.00%−1−3.6%Reduced