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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 14,946 | $3.15M | 0.18% | +797+5.6% | Added |
| Capitolis Advisors LLC | 14,591 | $3.15M | 0.03% | −2,234−13.3% | Reduced |
| Atom Investors LP | 14,886 | $3.14M | 0.61% | +14,886 | New |
| Norinchukin Bank, The | 14,791 | $3.12M | 0.04% | +805+5.8% | Added |
| Private Trust Co NA | 14,786 | $3.11M | 0.45% | +654+4.6% | Added |
| Pacer Advisors, Inc. | 14,707 | $3.10M | 0.04% | +710+5.1% | Added |
| Toth Financial Advisory Corp | 14,374 | $3.03M | 0.46% | −280−1.9% | Reduced |
| Hohimer Wealth Management, LLC | 14,266 | $3.01M | 0.63% | +719+5.3% | Added |
| River Wealth Advisors LLC | 14,254 | $3.00M | 0.51% | +903+6.8% | Added |
| Bogart Wealth, LLC | 14,220 | $3.00M | 0.30% | +3,038+27.2% | Added |
| Stonnington Group, LLC | 13,636 | $3.00M | 0.67% | −2,263−14.2% | Reduced |
| Oregon Public Employees Retirement Fund | 14,176 | $2.99M | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 14,124 | $2.98M | 0.18% | +20+0.1% | Added |
| ING Groep NV | 14,125 | $2.98M | 0.04% | +245+1.8% | Added |
| Securian Asset Management, Inc | 14,049 | $2.96M | 0.06% | −224−1.6% | Reduced |
| Westpac Banking Corp | 13,983 | $2.95M | 0.03% | −4,518−24.4% | Reduced |
| RNC Capital Management LLC | 13,941 | $2.94M | 0.16% | +13,941 | New |
| Capula Management Ltd | 13,932 | $2.94M | 0.23% | +13,932 | New |
| South Dakota Investment Council | 13,761 | $2.90M | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 13,737 | $2.89M | 0.55% | +168+1.2% | Added |
| Candriam Luxembourg S.C.A. | 13,649 | $2.88M | 0.02% | +549+4.2% | Added |
| Intellectus Partners, LLC | 13,625 | $2.87M | 0.70% | −797−5.5% | Reduced |
| Robbins Farley LLC | 13,424 | $2.83M | 2.09% | +13,424 | New |
| City Holding Co | 13,409 | $2.83M | 0.48% | +952+7.6% | Added |
| Banque Pictet & Cie SA | 13,320 | $2.81M | 0.03% | −10,720−44.6% | Reduced |
| Panagora Asset Management Inc | 13,229 | $2.79M | 0.01% | 00.0% | Unchanged |
| Meridian Management Co | 13,206 | $2.78M | 0.85% | +62+0.5% | Added |
| Cornercap Investment Counsel Inc | 13,070 | $2.75M | 0.31% | +7,697+143.3% | Added |
| MML Investors Services, LLC | 13,045 | $2.75M | 0.02% | +959+7.9% | Added |
| Linscomb & Williams, Inc. | 12,956 | $2.73M | 0.14% | +711+5.8% | Added |
| Xcel Wealth Management, LLC | 12,769 | $2.69M | 0.78% | +3,050+31.4% | Added |
| Commerce Bank | 12,756 | $2.69M | 0.02% | +447+3.6% | Added |
| Hedeker Wealth, LLC | 12,422 | $2.62M | 0.81% | +3,338+36.7% | Added |
| Maryland State Retirement & Pension System | 12,187 | $2.61M | 0.07% | −354−2.8% | Reduced |
| Fulton Bank, N.A. | 12,226 | $2.58M | 0.12% | +384+3.2% | Added |
| Turim 21 Investimentos Ltda. | 11,990 | $2.53M | 1.17% | −64,789−84.4% | Reduced |
| Cox Capital Mgt LLC | 11,950 | $2.52M | 1.70% | +715+6.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 11,920 | $2.51M | 0.13% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 11,907 | $2.51M | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,822 | $2.49M | 0.59% | +419+3.7% | Added |
| Alerus Financial NA | 11,586 | $2.44M | 0.22% | +11,586 | New |
| Mark Sheptoff Financial Planning, LLC | 11,581 | $2.44M | 1.34% | −2,348−16.9% | Reduced |
| HM Payson & Co | 11,566 | $2.44M | 0.06% | +31+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,556 | $2.44M | 0.03% | −424−3.5% | Reduced |
| Palisade Capital Management LLC | 11,520 | $2.43M | 0.05% | −460−3.8% | Reduced |
| Farmers Trust Co | 11,285 | $2.41M | 0.54% | +254+2.3% | Added |
| Private Wealth Partners, LLC | 11,370 | $2.40M | 0.22% | −505−4.3% | Reduced |
| Coastline Trust Co | 11,285 | $2.38M | 0.30% | +440+4.1% | Added |
| Altman Advisors, Inc. | 10,922 | $2.37M | 1.31% | +219+2.0% | Added |
| SAM Advisors, LLC | 11,058 | $2.35M | 1.14% | +11,058 | New |
| Vista Investment Management | 11,113 | $2.34M | 1.37% | +184+1.7% | Added |
| Storebrand Asset Management AS | 11,021 | $2.32M | 0.01% | +272+2.5% | Added |
| New Mexico Educational Retirement Board | 11,021 | $2.32M | 0.08% | −300−2.6% | Reduced |
| Ar Asset Management Inc | 10,875 | $2.29M | 0.64% | −225−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 10,846 | $2.29M | 0.17% | +452+4.3% | Added |
| Level Four Advisory Services, LLC | 10,803 | $2.28M | 0.24% | −387−3.5% | Reduced |
| People's United Financial, Inc. | 10,634 | $2.24M | 0.05% | −150−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,595 | $2.23M | 0.05% | −101−0.9% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $2.21M | 0.05% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 10,423 | $2.20M | 0.58% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10,402 | $2.19M | 0.40% | +5,731+122.7% | Added |
| Van Hulzen Asset Management, LLC | 10,386 | $2.19M | 0.33% | −1,454−12.3% | Reduced |
| Atlantic Union Bankshares Corp | 10,303 | $2.17M | 0.20% | +2,761+36.6% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.17M | 0.61% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,292 | $2.17M | 0.04% | +10+0.1% | Added |
| Beacon Pointe Advisors, LLC | 10,153 | $2.14M | 0.05% | +2,340+30.0% | Added |
| Pantheon Investment Group, LLC | 10,094 | $2.12M | 1.82% | +1,476+17.1% | Added |
| Ninety One North America, Inc. | 9,952 | $2.10M | 0.10% | +190+1.9% | Added |
| Jump Financial, LLC | 9,897 | $2.08M | 0.15% | +9,897 | New |
| WD Rutherford LLC | 9,800 | $2.06M | 1.12% | +35+0.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,783 | $2.06M | 0.49% | +726+8.0% | Added |
| Kentucky Retirement Systems | 9,748 | $2.05M | 0.10% | −93−0.9% | Reduced |
| Daiwa Securities Group Inc. | 9,749 | $2.05M | 0.01% | +578+6.3% | Added |
| Great Lakes Advisors, LLC | 9,621 | $2.03M | 0.03% | −760−7.3% | Reduced |
| Oliver Luxxe Assets LLC | 9,567 | $2.02M | 0.56% | +694+7.8% | Added |
| TD Private Client Wealth LLC | 9,558 | $2.01M | 0.09% | +5,449+132.6% | Added |
| CIBC World Markets Corp | 9,485 | $2.00M | 0.01% | −2,249−19.2% | Reduced |
| Griffin Asset Management, Inc. | 9,478 | $2.00M | 0.26% | +18+0.2% | Added |
| TownSquare Capital, LLC | 9,469 | $2.00M | 0.06% | +2,769+41.3% | Added |
| Kingsview Wealth Management, LLC | 9,459 | $1.99M | 0.09% | −46−0.5% | Reduced |
| Advisory Services Network, LLC | 9,427 | $1.99M | 0.06% | +694+7.9% | Added |
| Cobblestone Capital Advisors LLC | 9,413 | $1.98M | 0.14% | −102−1.1% | Reduced |
| Strategic Advisors LLC | 9,279 | $1.96M | 0.42% | +1,704+22.5% | Added |
| Advisory Research Inc | 9,235 | $1.95M | 0.12% | −76−0.8% | Reduced |
| HCR Wealth Advisors | 9,224 | $1.94M | 0.32% | +678+7.9% | Added |
| Bangor Savings Bank | 9,161 | $1.93M | 0.20% | +3,555+63.4% | Added |
| Stableford Capital II LLC | 8,750 | $1.93M | 0.98% | +4,829+123.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,090 | $1.92M | 1.69% | −15−0.2% | Reduced |
| Outfitter Financial LLC | 9,080 | $1.91M | 1.50% | +20+0.2% | Added |
| Wunderlich Capital Managemnt | 9,051 | $1.91M | 0.92% | +386+4.5% | Added |
| Capital Analysts, LLC | 9,017 | $1.90M | 0.12% | +892+11.0% | Added |
| Silvercrest Asset Management Group LLC | 9,013 | $1.90M | 0.01% | −1,597−15.1% | Reduced |
| Andra AP-fonden | 9,000 | $1.90M | 0.04% | −6,700−42.7% | Reduced |
| Sargent Bickham Lagudis LLC | 8,973 | $1.89M | 0.15% | +155+1.8% | Added |
| Kestra Private Wealth Services, LLC | 8,968 | $1.89M | 0.11% | +3,343+59.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,946 | $1.89M | 0.03% | +107+1.2% | Added |
| Archon Partners LLC | 8,900 | $1.88M | 0.25% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,880 | $1.87M | 0.05% | +2,716+44.1% | Added |
| Brant Point Investment Management LLC | 8,776 | $1.85M | 0.34% | −10,972−55.6% | Reduced |
| Belpointe Asset Management LLC | 8,759 | $1.85M | 0.13% | −242−2.7% | Reduced |