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; 1,038 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| Stephens Inc | 55,531 | $11.7M | 0.18% | +10,834+24.2% | Added |
| Whittier Trust Co | 55,315 | $11.7M | 0.21% | +156+0.3% | Added |
| AMS Capital Ltda | 55,000 | $11.6M | 2.62% | +55,000 | New |
| Beck Bode, LLC | 54,208 | $11.4M | 3.18% | +2,260+4.4% | Added |
| Covington Capital Management | 52,912 | $11.1M | 0.42% | +4,055+8.3% | Added |
| First National Trust Co | 51,400 | $10.8M | 0.65% | +1,512+3.0% | Added |
| Lazard Asset Management LLC | 51,273 | $10.8M | 0.01% | −11,420−18.2% | Reduced |
| AustralianSuper Pty Ltd | 51,025 | $10.8M | 0.07% | −11,178−18.0% | Reduced |
| Virginia Retirement Systems Et Al | 50,600 | $10.7M | 0.11% | −200−0.4% | Reduced |
| Twin Tree Management, LP | 49,330 | $10.4M | 0.31% | +31,731+180.3% | Added |
| 2Xideas AG | 49,080 | $10.3M | 0.79% | +8,173+20.0% | Added |
| EULAV Asset Management | 49,000 | $10.3M | 0.27% | 00.0% | Unchanged |
| Aviva PLC | 48,921 | $10.3M | 0.05% | −176,114−78.3% | Reduced |
| Guggenheim Capital LLC | 48,809 | $10.3M | 0.06% | −10,571−17.8% | Reduced |
| American International Group, Inc. | 48,369 | $10.2M | 0.05% | −1,076−2.2% | Reduced |
| Grassi Investment Management | 48,274 | $10.2M | 1.14% | +20.0% | Added |
| Reilly Financial Advisors, LLC | 48,004 | $10.1M | 0.87% | +1,926+4.2% | Added |
| Arizona State Retirement System | 47,449 | $10.0M | 0.08% | −189−0.4% | Reduced |
| Huntington National Bank | 47,441 | $9.99M | 0.10% | −4,376−8.4% | Reduced |
| Maple Capital Management, Inc. | 47,219 | $9.95M | 1.26% | +460+1.0% | Added |
| USS Investment Management Ltd | 47,020 | $9.91M | 0.09% | +22,480+91.6% | Added |
| Cullen/Frost Bankers, Inc. | 46,351 | $9.77M | 0.20% | −656−1.4% | Reduced |
| Truist Financial Corp | 46,122 | $9.72M | 0.02% | −6,204−11.9% | Reduced |
| Cohen Capital Management, Inc. | 45,822 | $9.65M | 1.68% | +125+0.3% | Added |
| South Street Advisors LLC | 45,762 | $9.64M | 1.84% | +44,662+4,060.2% | Added |
| Wolverine Trading, LLC | 45,485 | $9.63M | 0.20% | −4,987−9.9% | Reduced |
| WealthPLAN Partners, LLC | 41,191 | $9.63M | 0.64% | +583+1.4% | Added |
| Amalgamated Bank | 45,264 | $9.54M | 0.08% | −2,059−4.4% | Reduced |
| Calamos Wealth Management LLC | 44,559 | $9.39M | 0.76% | −84−0.2% | Reduced |
| Man Group plc | 44,269 | $9.33M | 0.03% | −283,150−86.5% | Reduced |
| Phoenix Holdings Ltd. | 43,195 | $9.10M | 0.16% | −179,919−80.6% | Reduced |
| Old National Bancorp | 42,681 | $8.99M | 0.34% | −459−1.1% | Reduced |
| State of Michigan Retirement System | 42,287 | $8.91M | 0.05% | −200−0.5% | Reduced |
| AMP Capital Investors Ltd | 42,156 | $8.88M | 0.05% | −16,970−28.7% | Reduced |
| Salem Investment Counselors Inc | 42,002 | $8.85M | 0.48% | +1,180+2.9% | Added |
| Sit Investment Associates Inc | 41,918 | $8.83M | 0.23% | +2,580+6.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 41,472 | $8.74M | 0.10% | +41,472 | New |
| SEI Investments Co | 41,549 | $8.67M | 0.02% | +5,308+14.6% | Added |
| Segantii Capital Management Ltd | 41,000 | $8.64M | 0.30% | +41,000 | New |
| Scotia Capital Inc. | 39,858 | $8.40M | 0.06% | +12,649+46.5% | Added |
| Clearline Capital LP | 39,733 | $8.37M | 1.10% | 00.0% | Unchanged |
| M&T Bank Corp | 39,201 | $8.26M | 0.04% | +22,613+136.3% | Added |
| Washington Trust Bank | 39,045 | $8.23M | 0.96% | +1,649+4.4% | Added |
| Bridgecreek Investment Management, LLC | 39,020 | $8.22M | 1.17% | +40+0.1% | Added |
| Capstone Investment Advisors, LLC | 38,914 | $8.20M | 0.15% | +36,951+1,882.4% | Added |
| Jacobs & Co | 38,825 | $8.18M | 0.94% | +4,241+12.3% | Added |
| Capital Fund Management S.A. | 38,800 | $8.17M | 0.22% | +3,657+10.4% | Added |
| Moors & Cabot, Inc. | 38,551 | $8.13M | 0.51% | +770+2.0% | Added |
| BTR Capital Management Inc | 38,437 | $8.10M | 1.00% | +784+2.1% | Added |
| Mutual of America Capital Management LLC | 38,260 | $8.06M | 0.08% | −60.0% | Reduced |
| Qube Research & Technologies Ltd | 38,181 | $8.04M | 0.10% | +38,181 | New |
| MetLife Investment Management | 38,002 | $8.01M | 0.07% | −1,180−3.0% | Reduced |
| Holocene Advisors, LP | 37,601 | $7.92M | 0.05% | +37,601 | New |
| Progeny 3, Inc. | 37,095 | $7.82M | 1.95% | +131+0.4% | Added |
| CIBC World Markets Inc. | 36,866 | $7.77M | 0.03% | −3,929−9.6% | Reduced |
| Exencial Wealth Advisors, LLC | 36,749 | $7.74M | 0.34% | +1,632+4.6% | Added |
| Montag A & Associates Inc | 36,666 | $7.72M | 0.41% | +644+1.8% | Added |
| Tiaa, FSB | 35,759 | $7.53M | 0.03% | +1,298+3.8% | Added |
| Wisconsin Capital Management LLC | 35,271 | $7.43M | 3.05% | −3,382−8.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 34,782 | $7.33M | 0.15% | +1,589+4.8% | Added |
| Los Angeles Capital Management LLC | 34,667 | $7.30M | 0.03% | −35,528−50.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,360 | $7.24M | 0.04% | −13,543−28.3% | Reduced |
| US Bancorp | 34,172 | $7.20M | 0.01% | −585−1.7% | Reduced |
| Roffman Miller Associates Inc | 34,144 | $7.19M | 0.54% | +3,211+10.4% | Added |
| Massmutual Trust Co FSB | 34,072 | $7.18M | 0.30% | +3,440+11.2% | Added |
| Boothe Investment Group, Inc. | 33,261 | $7.10M | 3.87% | +1,053+3.3% | Added |
| Logan Capital Management Inc | 33,603 | $7.08M | 0.33% | −1,829−5.2% | Reduced |
| Picton Mahoney Asset Management | 33,595 | $7.08M | 0.27% | −35,441−51.3% | Reduced |
| Bourgeon Capital Management LLC | 33,440 | $7.04M | 1.51% | −50.0% | Reduced |
| Gotham Asset Management, LLC | 33,341 | $7.03M | 0.29% | +354+1.1% | Added |
| Stonebridge Capital Advisors LLC | 33,141 | $6.98M | 0.85% | +1,398+4.4% | Added |
| Pinebridge Investments, L.P. | 33,077 | $6.97M | 0.08% | −4,364−11.7% | Reduced |
| First National Bank of Omaha | 33,051 | $6.96M | 0.35% | −1,361−4.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,891 | $6.93M | 0.02% | +3,539+12.1% | Added |
| Quantbot Technologies LP | 32,621 | $6.87M | 0.50% | +28,360+665.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 32,545 | $6.86M | 1.16% | +7,958+32.4% | Added |
| Narwhal Capital Management | 32,437 | $6.83M | 0.86% | +6,812+26.6% | Added |
| ProShare Advisors LLC | 31,845 | $6.71M | 0.02% | +1,454+4.8% | Added |
| Lido Advisors, LLC | 31,439 | $6.62M | 0.15% | +31,439 | New |
| British Columbia Investment Management Corp | 31,407 | $6.62M | 0.04% | −102−0.3% | Reduced |
| Canandaigua National Corp | 31,236 | $6.58M | 1.07% | +549+1.8% | Added |
| Dillon & Associates Inc | 31,004 | $6.54M | 1.25% | +464+1.5% | Added |
| Blair William & Co | 30,694 | $6.47M | 0.02% | −452−1.5% | Reduced |
| Hexavest Inc. | 30,420 | $6.41M | 0.39% | −6,007−16.5% | Reduced |
| Private Advisor Group, LLC | 30,103 | $6.34M | 0.04% | +10,563+54.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,958 | $6.31M | 0.03% | −5,900−16.5% | Reduced |
| Public Employees Retirement Association of Colorado | 29,931 | $6.31M | 0.03% | −49−0.2% | Reduced |
| Kings Point Capital Management | 29,686 | $6.25M | 0.56% | +3,416+13.0% | Added |
| First American Bank | 29,323 | $6.18M | 0.36% | +464+1.6% | Added |
| Madison Asset Management, LLC | 29,275 | $6.17M | 0.08% | +16,700+132.8% | Added |
| Bartlett & Co. Wealth Management LLC | 29,115 | $6.13M | 0.12% | −1,571−5.1% | Reduced |
| Bartlett & Co. LLC | 29,115 | $6.13M | 0.12% | −1,571−5.1% | Reduced |
| Empire Life Investments Inc. | 29,028 | $6.12M | 0.40% | −164−0.6% | Reduced |
| Utah Retirement Systems | 28,973 | $6.11M | 0.08% | −1,800−5.8% | Reduced |
| Public Sector Pension Investment Board | 28,821 | $6.07M | 0.04% | +1,933+7.2% | Added |
| Primecap Management Co | 28,700 | $6.05M | 0.00% | +3,000+11.7% | Added |
| State of Tennessee, Treasury Department | 28,557 | $6.02M | 0.02% | −24,978−46.7% | Reduced |
| Cullinan Associates Inc | 28,201 | $5.94M | 0.33% | −31,536−52.8% | Reduced |
| BancorpSouth Bank | 27,926 | $5.88M | 0.82% | +459+1.7% | Added |
| Cerity Partners LLC | 27,918 | $5.88M | 0.13% | +2,248+8.8% | Added |