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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 27,900 | $5.88M | 0.07% | −3,200−10.3% | Reduced |
| Investment House LLC | 26,935 | $5.67M | 0.41% | +18,665+225.7% | Added |
| Prime Capital Investment Advisors, LLC | 26,931 | $5.67M | 0.35% | −3,994−12.9% | Reduced |
| DekaBank Deutsche Girozentrale | 26,496 | $5.63M | 0.02% | +1,252+5.0% | Added |
| Cypress Capital Management LLC | 23,815 | $5.57M | 0.74% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 26,247 | $5.53M | 1.61% | +3,714+16.5% | Added |
| Texas Permanent School Fund | 25,994 | $5.48M | 0.07% | −2,082−7.4% | Reduced |
| Mackay Shields LLC | 25,881 | $5.45M | 0.05% | −747−2.8% | 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 |
| DnB Asset Management AS | 25,665 | $5.41M | 0.04% | −8,528−24.9% | Reduced |
| Gibraltar Capital Management, Inc. | 25,499 | $5.37M | 2.73% | +901+3.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,281 | $5.33M | 0.92% | 00.0% | Unchanged |
| Twinbeech Capital LP | 25,068 | $5.28M | 0.37% | +25,068 | New |
| Pacific Global Investment Management CO | 24,784 | $5.22M | 1.05% | −72−0.3% | Reduced |
| Girard Partners Ltd. | 24,778 | $5.22M | 0.66% | +1,018+4.3% | Added |
| Thrivent Financial for Lutherans | 24,699 | $5.20M | 0.01% | +2,853+13.1% | Added |
| Legacy Private Trust Co. | 24,586 | $5.18M | 0.42% | +1,095+4.7% | Added |
| Kestra Advisory Services, LLC | 24,582 | $5.18M | 0.05% | +2,146+9.6% | Added |
| Liberty Capital Management, Inc. | 23,996 | $5.06M | 1.49% | 00.0% | Unchanged |
| NS Partners Ltd | 23,668 | $4.99M | 0.25% | −538−2.2% | Reduced |
| Renaissance Technologies LLC | 23,500 | $4.96M | 0.01% | −65,600−73.6% | Reduced |
| 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 |
| Tower Bridge Advisors | 23,395 | $4.93M | 0.33% | +1,405+6.4% | Added |
| APG Asset Management N.V. | 26,764 | $4.87M | 0.01% | +11,100+70.9% | Added |
| Central Trust Co | 22,925 | $4.83M | 0.17% | −983−4.1% | Reduced |
| 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 |
| Bedell Frazier Investment Counseling, LLC | 22,635 | $4.77M | 1.31% | +1,247+5.8% | Added |
| HGK Asset Management Inc | 22,599 | $4.76M | 1.56% | −330−1.4% | Reduced |
| Addison Capital Co | 22,246 | $4.69M | 2.17% | +215+1.0% | Added |
| Geneos Wealth Management Inc. | 21,871 | $4.67M | 0.18% | +463+2.2% | Added |
| IFM Investors Pty Ltd | 21,893 | $4.61M | 0.10% | −51−0.2% | Reduced |
| Scott Investment Partners LLP | 21,400 | $4.51M | 3.09% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 21,169 | $4.46M | 0.73% | +6,189+41.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,085 | $4.44M | 0.05% | −89−0.4% | Reduced |
| Cornerstone Capital, Inc. | 21,078 | $4.44M | 0.51% | +3,676+21.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 21,000 | $4.42M | 0.05% | +3,800+22.1% | Added |
| Robeco Institutional Asset Management B.V. | 20,916 | $4.41M | 0.01% | −3,413−14.0% | Reduced |
| Townsend Asset Management Corp | 20,566 | $4.33M | 2.30% | +603+3.0% | Added |
| Providence Capital Advisors, LLC | 20,274 | $4.27M | 1.33% | +649+3.3% | Added |
| Autus Asset Management, LLC | 20,246 | $4.27M | 0.47% | +789+4.1% | Added |
| Peapack Gladstone Financial Corp | 19,678 | $4.15M | 0.09% | +3,964+25.2% | Added |
| Mariner, LLC | 19,674 | $4.14M | 0.02% | +7,637+63.4% | Added |
| Metropolitan Life Insurance Co | 19,624 | $4.13M | 0.06% | −778−3.8% | Reduced |
| Bailard, Inc. | 19,582 | $4.13M | 0.14% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 19,535 | $4.12M | 1.07% | +315+1.6% | Added |
| Rothschild & Co Asset Management US Inc. | 19,389 | $4.09M | 0.05% | −450−2.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 19,181 | $4.04M | 0.92% | +30+0.2% | Added |
| Financial Counselors Inc | 19,049 | $4.01M | 0.09% | −360−1.9% | Reduced |
| Hantz Financial Services, Inc. | 18,862 | $3.97M | 0.13% | +673+3.7% | Added |
| Resources Management Corp | 18,541 | $3.91M | 0.56% | +44+0.2% | Added |
| Chartwell Investment Partners, LLC | 18,500 | $3.90M | 0.12% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 18,350 | $3.87M | 0.03% | +737+4.2% | Added |
| Snowden Capital Advisors LLC | 18,298 | $3.86M | 0.19% | +1,469+8.7% | Added |
| Joho Capital LLC | 18,215 | $3.84M | 0.52% | 00.0% | Unchanged |
| Nomura Holdings Inc | 17,908 | $3.83M | 0.03% | +15,255+575.0% | Added |
| Private Asset Management Inc | 18,030 | $3.80M | 0.52% | +914+5.3% | 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 |
| PFS Investments Inc. | 17,080 | $3.79M | 0.08% | +3,311+24.0% | Added |
| Cetera Investment Advisers | 17,833 | $3.76M | 0.06% | −598−3.2% | Reduced |
| Citizens Business Bank | 17,605 | $3.71M | 0.49% | −203−1.1% | Reduced |
| Trust Co of Vermont | 17,561 | $3.70M | 0.26% | +2,278+14.9% | Added |
| Parkside Investments, LLC | 17,500 | $3.69M | 0.77% | −100−0.6% | Reduced |
| CCM Investment Advisers LLC | 17,492 | $3.69M | 0.48% | +17,492 | New |
| Peddock Capital Advisors, LLC | 17,465 | $3.68M | 1.31% | +13+0.1% | Added |
| St Germain D J Co Inc | 17,416 | $3.67M | 0.23% | −348−2.0% | Reduced |
| Seeyond | 17,397 | $3.67M | 0.35% | +5,760+49.5% | Added |
| Essex Investment Management Co LLC | 17,387 | $3.66M | 0.45% | −69−0.4% | Reduced |
| National Asset Management, Inc. | 17,273 | $3.64M | 0.12% | −2,951−14.6% | Reduced |
| Creative Planning | 17,136 | $3.61M | 0.01% | −167−1.0% | Reduced |
| Appleton Partners Inc | 17,104 | $3.60M | 0.30% | +3,508+25.8% | Added |
| Cetera Advisor Networks LLC | 17,079 | $3.60M | 0.05% | +1,429+9.1% | Added |
| Pictet & Cie (Europe) SA | 16,909 | $3.56M | 0.13% | +366+2.2% | Added |
| HBK Sorce Advisory LLC | 16,878 | $3.56M | 0.20% | −29−0.2% | Reduced |
| Synovus Financial Corp | 16,899 | $3.56M | 0.04% | −2,979−15.0% | Reduced |
| Jefferies Group LLC | 16,864 | $3.55M | 0.09% | +8,052+91.4% | Added |
| Soros Capital Management LLC | 16,574 | $3.49M | 0.70% | +3,743+29.2% | Added |
| Oak Asset Management, LLC | 16,095 | $3.47M | 1.44% | +2,590+19.2% | Added |
| CIBC Asset Management Inc | 16,372 | $3.45M | 0.01% | +560+3.5% | Added |
| Cypress Asset Management Inc | 16,365 | $3.45M | 0.89% | −30−0.2% | Reduced |
| MRJ Capital Inc | 16,225 | $3.42M | 2.00% | +525+3.3% | Added |
| Engineers Gate Manager LP | 16,216 | $3.42M | 0.19% | +11,359+233.9% | Added |
| Kavar Capital Partners Group, LLC | 16,156 | $3.40M | 0.78% | +2,592+19.1% | Added |
| Webster Bank, N. A. | 16,000 | $3.37M | 0.38% | −368−2.2% | Reduced |
| Burney Co | 15,878 | $3.35M | 0.16% | −155−1.0% | Reduced |
| Aviance Capital Partners, LLC | 15,865 | $3.34M | 0.59% | +1,528+10.7% | Added |
| TriaGen Wealth Management LLC | 15,779 | $3.32M | 1.81% | −110−0.7% | Reduced |
| Beck Capital Management, LLC | 15,752 | $3.32M | 1.11% | −288−1.8% | Reduced |
| Hartford Investment Management Co | 15,718 | $3.31M | 0.09% | −2,082−11.7% | Reduced |
| Morningstar Investment Services LLC | 15,609 | $3.31M | 0.04% | +15,609 | New |
| Armstrong Shaw Associates Inc | 15,670 | $3.30M | 2.89% | +269+1.7% | Added |
| Hoylecohen, LLC | 15,626 | $3.29M | 0.31% | +380+2.5% | Added |
| Spinnaker Trust | 15,334 | $3.23M | 0.22% | +554+3.7% | Added |
| Security National Trust Co | 13,808 | $3.23M | 0.75% | 00.0% | Unchanged |
| Univest Financial Corp | 15,293 | $3.22M | 0.90% | +580+3.9% | Added |
| Cornerstone Advisors, LLC | 15,000 | $3.16M | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,958 | $3.15M | 0.03% | +1,495+11.1% | Added |