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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 8,760 | $1.85M | 0.72% | +215+2.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,662 | $1.82M | 0.01% | −1,851−17.6% | Reduced |
| Cambria Investment Management, L.P. | 8,655 | $1.82M | 0.33% | +402+4.9% | Added |
| Bessemer Group Inc | 8,604 | $1.81M | 0.00% | +121+1.4% | Added |
| CX Institutional | 8,520 | $1.79M | 0.15% | +313+3.8% | Added |
| Captrust Financial Advisors | 8,464 | $1.78M | 0.01% | −644−7.1% | Reduced |
| Xponance, Inc. | 8,440 | $1.78M | 0.03% | −796−8.6% | Reduced |
| Fernwood Investment Management, LLC | 8,366 | $1.76M | 0.61% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,316 | $1.75M | 0.00% | −111,166−93.0% | Reduced |
| Spire Wealth Management | 8,307 | $1.75M | 0.05% | −211−2.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,221 | $1.73M | 0.43% | +513+6.7% | Added |
| Fma Advisory Inc | 8,183 | $1.72M | 0.64% | −1,306−13.8% | Reduced |
| Triangle Securities Wealth Management | 8,142 | $1.72M | 0.58% | +141+1.8% | Added |
| Baldwin Investment Management, LLC | 7,989 | $1.68M | 0.29% | −1,277−13.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,970 | $1.68M | 0.31% | −51−0.6% | Reduced |
| Bahl & Gaynor Inc | 7,966 | $1.68M | 0.01% | −510−6.0% | Reduced |
| Achmea Investment Management B.V. | 7,938 | $1.67M | 0.05% | +272+3.5% | Added |
| Mercer Global Advisors Inc | 7,919 | $1.67M | 0.01% | −258−3.2% | Reduced |
| FineMark National Bank & Trust | 7,714 | $1.63M | 0.07% | −57−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 7,712 | $1.63M | 0.90% | +696+9.9% | Added |
| Burns J W & Co Inc | 7,709 | $1.62M | 0.25% | +30.0% | Added |
| Occidental Asset Management, LLC | 7,677 | $1.62M | 0.42% | +645+9.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,641 | $1.61M | 0.03% | −33−0.4% | Reduced |
| Seven Eight Capital, LP | 7,578 | $1.60M | 0.15% | +7,578 | New |
| American Portfolios Advisors | 7,508 | $1.58M | 0.06% | −341−4.3% | Reduced |
| LaFleur & Godfrey LLC | 7,499 | $1.58M | 0.22% | −2,124−22.1% | Reduced |
| Hoertkorn Richard Charles | 7,500 | $1.58M | 0.71% | 00.0% | Unchanged |
| Gs Investments, Inc. | 7,485 | $1.58M | 0.83% | 00.0% | Unchanged |
| SWS Partners | 7,466 | $1.57M | 0.97% | +140+1.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,370 | $1.55M | 0.07% | +7,370 | New |
| Guardian Capital LP | 7,255 | $1.53M | 0.03% | +875+13.7% | Added |
| Strategic Wealth Partners, Ltd. | 7,133 | $1.50M | 0.44% | +1,547+27.7% | Added |
| Altavista Wealth Management, Inc. | 7,108 | $1.50M | 0.33% | +23+0.3% | Added |
| Harbour Investments, Inc. | 7,102 | $1.50M | 0.05% | −324−4.4% | Reduced |
| Citizens National Bank Trust Department | 6,985 | $1.47M | 0.42% | −60−0.9% | Reduced |
| Condor Capital Management | 6,974 | $1.47M | 0.16% | +250+3.7% | Added |
| Integrated Wealth Concepts LLC | 6,955 | $1.47M | 0.05% | +2,199+46.2% | Added |
| IFP Advisors, Inc | 6,841 | $1.46M | 0.03% | +348+5.4% | Added |
| Arrow Financial Corp | 6,879 | $1.45M | 0.19% | −176−2.5% | Reduced |
| AXA S.A. | 6,844 | $1.44M | 0.00% | −4,488−39.6% | Reduced |
| Pflug Koory, LLC | 6,834 | $1.44M | 0.79% | −195−2.8% | Reduced |
| Sigma Planning Corp | 6,779 | $1.43M | 0.04% | −204−2.9% | Reduced |
| Stevens Capital Management LP | 6,708 | $1.41M | 0.59% | +4,642+224.7% | Added |
| Umb Bank N A | 6,666 | $1.41M | 0.03% | −478−6.7% | Reduced |
| Regentatlantic Capital LLC | 6,618 | $1.40M | 0.04% | +347+5.5% | Added |
| Marco Investment Management LLC | 6,602 | $1.39M | 0.15% | +1,897+40.3% | Added |
| Hudson Canyon Capital Management | 6,580 | $1.39M | 1.07% | −246−3.6% | Reduced |
| Caption Management, LLC | 6,500 | $1.37M | 0.09% | +6,500 | New |
| BDO Wealth Advisors, LLC | 6,415 | $1.35M | 0.15% | +327+5.4% | Added |
| We Are One Seven, LLC | 6,228 | $1.35M | 0.17% | +3,759+152.2% | Added |
| Redwood Investments, LLC | 6,395 | $1.35M | 0.11% | −110−1.7% | Reduced |
| Aevitas Wealth Management, Inc. | 6,389 | $1.35M | 0.86% | +10+0.2% | Added |
| Terra Nova Asset Management LLC | 6,373 | $1.34M | 1.08% | +286+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,370 | $1.34M | 0.00% | +26+0.4% | Added |
| Grace Capital | 6,150 | $1.34M | 0.82% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 6,213 | $1.31M | 0.47% | −9−0.1% | Reduced |
| Garner Asset Management Corp | 6,163 | $1.30M | 0.61% | +870+16.4% | Added |
| Leonteq Securities AG | 6,129 | $1.29M | 0.07% | +3,676+149.9% | Added |
| Pinnacle Financial Partners Inc | 6,018 | $1.27M | 0.04% | +40+0.7% | Added |
| Miller Investment Management, LP | 6,000 | $1.26M | 0.22% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,914 | $1.26M | 0.51% | +1,006+20.5% | Added |
| Oppenheimer & Co Inc | 5,978 | $1.26M | 0.02% | −1,567−20.8% | Reduced |
| Cetera Advisors LLC | 5,956 | $1.25M | 0.02% | +1,578+36.0% | Added |
| Edmond de Rothschild Holding S.A. | 5,925 | $1.25M | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,919 | $1.25M | 0.04% | +1,378+30.3% | Added |
| Benedict Financial Advisors Inc | 5,910 | $1.25M | 0.35% | −79−1.3% | Reduced |
| Wedbush Securities Inc | 5,879 | $1.24M | 0.06% | −599−9.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 5,881 | $1.24M | 0.18% | +325+5.8% | Added |
| Regal Investment Advisors LLC | 5,870 | $1.24M | 0.12% | +1,422+32.0% | Added |
| Glenmede Trust Co NA | 5,725 | $1.21M | 0.01% | −333−5.5% | Reduced |
| Oppenheimer Asset Management Inc. | 5,598 | $1.18M | 0.02% | −5,243−48.4% | Reduced |
| Malaga Cove Capital, LLC | 5,597 | $1.18M | 0.49% | +1,002+21.8% | Added |
| Executive Wealth Management, LLC | 5,575 | $1.17M | 0.13% | +124+2.3% | Added |
| Fiduciary Trust Co | 5,567 | $1.17M | 0.02% | +336+6.4% | Added |
| McDonald Partners LLC | 5,547 | $1.17M | 0.27% | +722+15.0% | Added |
| MAI Capital Management | 5,532 | $1.17M | 0.02% | +1,516+37.7% | Added |
| Lipe & Dalton | 5,504 | $1.16M | 0.60% | −75−1.3% | Reduced |
| Trust Investment Advisors | 5,490 | $1.16M | 1.03% | +47+0.9% | Added |
| Aberdeen Wealth Management LLC | 5,475 | $1.15M | 1.12% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 5,400 | $1.14M | 0.03% | +2,600+92.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,397 | $1.14M | 0.01% | +32+0.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,341 | $1.13M | 0.49% | +468+9.6% | Added |
| SG Americas Securities, LLC | 5,305 | $1.12M | 0.01% | +1,161+28.0% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.12M | 0.63% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,288 | $1.11M | 0.03% | +807+18.0% | Added |
| Bryn Mawr Trust Co | 5,268 | $1.11M | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 5,269 | $1.11M | 0.04% | +5,269 | New |
| Atria Investments LLC | 5,254 | $1.11M | 0.02% | +219+4.3% | Added |
| Cigna Investments Inc | 5,163 | $1.09M | 0.08% | −132−2.5% | Reduced |
| Fairbanks Capital Management, Inc. | 5,159 | $1.09M | 0.89% | +141+2.8% | Added |
| Advisor Partners LLC | 5,105 | $1.08M | 0.07% | −24−0.5% | Reduced |
| Neumann Capital Management, LLC | 5,107 | $1.08M | 0.48% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,095 | $1.07M | 0.08% | +36+0.7% | Added |
| BKD Wealth Advisors, LLC | 5,055 | $1.06M | 0.05% | +298+6.3% | Added |
| Winton Group Ltd | 5,044 | $1.06M | 0.06% | +3,215+175.8% | Added |
| Shapiro Capital Management LLC | 5,030 | $1.06M | 0.02% | −500−9.0% | Reduced |
| TBH Global Asset Management, LLC | 4,991 | $1.05M | 0.24% | −20−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,951 | $1.04M | 0.02% | −239−4.6% | Reduced |
| Cadence Bank NA | 4,905 | $1.03M | 0.31% | +258+5.6% | Added |
| Zevenbergen Capital Investments LLC | 4,810 | $1.01M | 0.02% | −285−5.6% | Reduced |