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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 4,788 | $1.01M | 0.49% | +1,836+62.2% | Added |
| GWM Advisors LLC | 4,741 | $999.0K | 0.02% | −3,537−42.7% | Reduced |
| Choate Investment Advisors | 4,734 | $997.0K | 0.06% | −135−2.8% | Reduced |
| Centiva Capital, LP | 4,695 | $989.0K | 0.08% | +4,695 | New |
| Diamant Asset Management, Inc. | 4,695 | $989.0K | 0.82% | +4,695 | New |
| Caldwell Trust Co | 4,677 | $985.4K | 0.12% | +22+0.5% | Added |
| Transcend Wealth Collective, LLC | 4,506 | $983.0K | 0.09% | −3−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 4,661 | $982.0K | 0.23% | +14+0.3% | Added |
| Tower Research Capital LLC (TRC) | 4,649 | $980.0K | 0.03% | −11,599−71.4% | Reduced |
| Magnolia Capital Management Ltd | 4,650 | $980.0K | 0.85% | −2,945−38.8% | Reduced |
| B. Riley Wealth Management, Inc. | 4,592 | $968.0K | 0.07% | +3,315+259.6% | Added |
| IBM Retirement Fund | 4,566 | $962.0K | 0.08% | +17+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 4,455 | $939.0K | 0.21% | −130−2.8% | Reduced |
| St. James Investment Company, LLC | 4,435 | $934.0K | 0.14% | +661+17.5% | Added |
| Herold Advisors, Inc. | 4,425 | $932.0K | 0.36% | +4,425 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,357 | $918.0K | 0.10% | −42−1.0% | Reduced |
| Piscataqua Savings Bank | 4,296 | $905.0K | 0.78% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,272 | $900.0K | 0.06% | +90+2.2% | Added |
| Venture Visionary Partners LLC | 4,264 | $898.0K | 0.06% | −1,188−21.8% | Reduced |
| Parallel Advisors, LLC | 4,247 | $895.0K | 0.04% | −488−10.3% | Reduced |
| Jacobi Capital Management LLC | 4,237 | $893.0K | 0.11% | −901−17.5% | Reduced |
| Archford Capital Strategies, LLC | 4,233 | $892.0K | 0.21% | −21−0.5% | Reduced |
| Raymond James Trust N.A. | 4,206 | $886.0K | 0.03% | +238+6.0% | Added |
| LVW Advisors, LLC | 4,182 | $881.0K | 0.15% | −220−5.0% | Reduced |
| Lee Danner & Bass Inc | 4,170 | $879.0K | 0.08% | +125+3.1% | Added |
| Dana Investment Advisors, Inc. | 4,160 | $876.0K | 0.04% | −49−1.2% | Reduced |
| Platform Technology Partners | 4,122 | $868.0K | 0.39% | +884+27.3% | Added |
| ELCO Management Co., LLC | 4,104 | $865.0K | 0.67% | −10.0% | Reduced |
| Ballast, Inc. | 4,057 | $854.0K | 0.36% | +122+3.1% | Added |
| Keybank National Association | 4,033 | $850.0K | 0.00% | +85+2.2% | Added |
| Meiji Yasuda Life Insurance Co | 4,023 | $848.0K | 0.01% | −53−1.3% | Reduced |
| Resource Management, LLC | 3,990 | $841.0K | 0.10% | −10−0.3% | Reduced |
| Prelude Capital Management, LLC | 3,992 | $841.0K | 0.05% | +1,389+53.4% | Added |
| Quantamental Technologies LLC | 3,981 | $839.0K | 0.56% | +1,566+64.8% | Added |
| Oak Ridge Investments LLC | 3,979 | $838.0K | 0.07% | −38−0.9% | Reduced |
| Veritable, L.P. | 3,887 | $819.0K | 0.01% | −67−1.7% | Reduced |
| SFMG, LLC | 3,879 | $817.0K | 0.09% | −6,833−63.8% | Reduced |
| B&D White Capital Company, LLC | 3,880 | $817.0K | 0.31% | +3,880 | New |
| Essex Financial Services, Inc. | 3,858 | $813.0K | 0.09% | −54−1.4% | Reduced |
| Bamco Inc | 3,835 | $808.0K | 0.00% | +819+27.2% | Added |
| Delta Financial Advisors LLC | 3,802 | $801.0K | 0.36% | +116+3.1% | Added |
| Siemens Fonds Invest GmbH | 3,793 | $799.0K | 0.05% | +3,793 | New |
| Brookstone Capital Management | 3,623 | $794.0K | 0.01% | +637+21.3% | Added |
| North Star Investment Management Corp. | 3,764 | $793.0K | 0.06% | −500−11.7% | Reduced |
| World Asset Management Inc | 3,754 | $791.0K | 0.08% | −269−6.7% | Reduced |
| Tudor Investment Corp Et Al | 3,698 | $779.0K | 0.02% | −24,190−86.7% | Reduced |
| Prentice Wealth Management LLC | 3,680 | $775.0K | 0.37% | −10.0% | Reduced |
| Ausdal Financial Partners, Inc. | 3,667 | $773.0K | 0.11% | +5+0.1% | Added |
| Brinker Capital Investments, LLC | 3,287 | $769.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,635 | $766.0K | 0.06% | +135+3.9% | Added |
| Fox Run Management, L.L.C. | 3,638 | $766.0K | 0.48% | +3,638 | New |
| Sky Investment Group LLC | 3,631 | $765.0K | 0.17% | −1,076−22.9% | Reduced |
| CSS LLC | 3,605 | $765.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,625 | $764.0K | 0.14% | −73−2.0% | Reduced |
| Kovack Advisors, Inc. | 3,618 | $762.0K | 0.08% | +61+1.7% | Added |
| AlphaCrest Capital Management LLC | 3,608 | $760.0K | 0.04% | +703+24.2% | Added |
| Raab & Moskowitz Asset Management LLC | 3,568 | $752.0K | 0.27% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 3,500 | $746.0K | 0.29% | −1,500−30.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,536 | $745.0K | 0.03% | +684+24.0% | Added |
| Meridian Financial Partners LLC | 3,386 | $742.0K | 0.50% | +68+2.0% | Added |
| Price Michael F | 3,500 | $737.0K | 0.09% | 00.0% | Unchanged |
| U S Global Investors Inc | 3,500 | $737.0K | 0.02% | +3,500 | New |
| Pitcairn Co | 3,457 | $728.0K | 0.05% | −91−2.6% | Reduced |
| Diametric Capital, LP | 3,448 | $726.0K | 0.57% | +564+19.6% | Added |
| Bank Hapoalim BM | 3,425 | $722.0K | 0.08% | +580+20.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,424 | $721.0K | 0.23% | +524+18.1% | Added |
| Ci Investments Inc. | 3,418 | $720.0K | 0.00% | −49−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,409 | $718.0K | 0.05% | +235+7.4% | Added |
| Ameritas Investment Company, LLC | 3,391 | $714.0K | 0.03% | +2,194+183.3% | Added |
| Exchange Capital Management, Inc. | 3,380 | $712.0K | 0.14% | −295−8.0% | Reduced |
| Argent Trust Co | 3,378 | $712.0K | 0.05% | +41+1.2% | Added |
| Eads & Heald Wealth Management | 3,370 | $710.0K | 0.34% | −536−13.7% | Reduced |
| Forte Capital LLC | 3,372 | $710.0K | 0.10% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 3,369 | $710.0K | 0.43% | +30+0.9% | Added |
| Meridian Investment Counsel Inc. | 3,365 | $709.0K | 0.26% | +25+0.7% | Added |
| Haverford Financial Services, Inc. | 3,335 | $703.0K | 0.17% | +3,335 | New |
| Atlas Brown,Inc. | 3,306 | $697.0K | 0.30% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,305 | $696.0K | 0.05% | +33+1.0% | Added |
| Vident Investment Advisory, LLC | 3,279 | $690.0K | 0.02% | −11,493−77.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,274 | $690.0K | 0.16% | +100+3.2% | Added |
| Keeley-Teton Advisors, LLC | 3,271 | $689.0K | 0.08% | +3,271 | New |
| Chemung Canal Trust Co | 3,261 | $687.0K | 0.13% | −34,912−91.5% | Reduced |
| Brown Advisory Inc | 3,252 | $685.0K | 0.00% | −330−9.2% | Reduced |
| Allstate Corp | 3,209 | $676.0K | 0.03% | −510−13.7% | Reduced |
| Old Port Advisors | 3,163 | $669.0K | 0.24% | +15+0.5% | Added |
| Bragg Financial Advisors, Inc | 3,140 | $662.0K | 0.04% | −308−8.9% | Reduced |
| Planning Directions Inc | 3,114 | $656.0K | 0.48% | +8+0.3% | Added |
| Illinois Municipal Retirement Fund | 3,095 | $652.0K | 0.02% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 3,092 | $651.0K | 0.41% | +888+40.3% | Added |
| Boston Private Wealth LLC | 3,055 | $643.0K | 0.01% | +53+1.8% | Added |
| Toroso Investments, LLC | 3,006 | $633.0K | 0.02% | +924+44.4% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $632.0K | 0.01% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,000 | $632.0K | 0.65% | 00.0% | Unchanged |
| Navalign, LLC | 2,996 | $631.0K | 0.27% | +82+2.8% | Added |
| Banque Cantonale Vaudoise | 2,946 | $621.0K | 0.03% | 00.0% | Unchanged |
| TLWM | 2,944 | $619.0K | 0.24% | +40+1.4% | Added |
| SeaCrest Wealth Management, LLC | 2,922 | $616.0K | 0.07% | −40−1.4% | Reduced |
| Laurion Capital Management LP | 2,900 | $611.0K | 0.01% | +2,900 | New |
| Roundview Capital LLC | 2,895 | $610.0K | 0.07% | −867−23.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,893 | $610.0K | 0.01% | 00.0% | Unchanged |