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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 2,887 | $609.0K | 0.08% | −329−10.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,859 | $602.0K | 0.16% | +700+32.4% | Added |
| Cozad Asset Management Inc | 2,846 | $600.0K | 0.09% | −60−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,850 | $600.0K | 0.20% | +2,850 | New |
| Patriot Investment Management Inc. | 2,838 | $597.0K | 0.05% | +138+5.1% | Added |
| Resources Investment Advisors, LLC. | 2,789 | $588.0K | 0.02% | −19−0.7% | Reduced |
| Weik Capital Management | 2,765 | $583.0K | 0.24% | −800−22.4% | Reduced |
| Laidlaw Wealth Management LLC | 2,723 | $574.0K | 0.15% | −133−4.7% | Reduced |
| Copperwynd Financial, LLC | 2,708 | $571.0K | 0.24% | +74+2.8% | Added |
| Perigon Wealth Management, LLC | 2,699 | $569.0K | 0.05% | −262−8.8% | Reduced |
| First Horizon Advisors, Inc. | 2,658 | $559.0K | 0.02% | +2,004+306.4% | Added |
| Paloma Partners Management Co | 2,624 | $553.0K | 0.02% | −3,282−55.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,620 | $552.0K | 0.06% | −459−14.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,616 | $551.0K | 0.03% | +87+3.4% | Added |
| Pensionfund DSM Netherlands | 2,600 | $548.0K | 0.07% | +2,600 | New |
| Tributary Capital Management, LLC | 2,580 | $544.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,552 | $538.0K | 0.09% | −1,000−28.2% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $537.0K | 0.19% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,542 | $536.0K | 0.30% | +198+8.4% | Added |
| HighPoint Advisor Group LLC | 2,535 | $534.0K | 0.05% | +219+9.5% | Added |
| Gilman Hill Asset Management, LLC | 2,520 | $531.0K | 0.14% | −50−1.9% | Reduced |
| Haverford Trust Co | 2,517 | $530.0K | 0.01% | +1,551+160.6% | Added |
| Park Avenue Securities LLC | 2,511 | $529.0K | 0.01% | +309+14.0% | Added |
| Hillman Capital Management, Inc. | 2,508 | $529.0K | 0.19% | +1,462+139.8% | Added |
| Vestcor Inc | 2,508 | $528.0K | 0.02% | −344−12.1% | Reduced |
| Gilbert & Cook, Inc. | 2,508 | $528.0K | 0.09% | +769+44.2% | Added |
| SG3 Management, LLC | 2,500 | $527.0K | 0.19% | +2,500 | New |
| Neo Ivy Capital Management | 3,004 | $526.0K | 0.60% | −685−18.6% | Reduced |
| Boston Family Office LLC | 2,446 | $515.0K | 0.04% | +136+5.9% | Added |
| 44 Wealth Management LLC | 2,431 | $512.0K | 0.20% | −14−0.6% | Reduced |
| Community Bank, N.A. | 2,425 | $511.0K | 0.06% | 00.0% | Unchanged |
| Lincoln National Corp | 2,425 | $511.0K | 0.01% | +211+9.5% | Added |
| Meristem Family Wealth, LLC | 2,419 | $510.0K | 0.05% | +169+7.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,408 | $507.0K | 0.07% | +1,509+167.9% | Added |
| Arnhold LLC | 2,400 | $506.0K | 0.06% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,393 | $504.0K | 0.05% | −3,358−58.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,388 | $503.0K | 0.04% | −2,932−55.1% | Reduced |
| Wilkinson Global Asset Management LLC | 2,368 | $499.0K | 0.03% | +400+20.3% | Added |
| Harbor Investment Advisory, LLC | 2,351 | $495.0K | 0.07% | −1,591−40.4% | Reduced |
| Mid Atlantic Financial Management Inc | 2,351 | $495.0K | 0.03% | −3−0.1% | Reduced |
| Comerica Securities,inc. | 2,348 | $495.0K | 0.04% | +147+6.7% | Added |
| Polar Asset Management Partners Inc. | 2,344 | $494.0K | 0.01% | +2,344 | New |
| Koshinski Asset Management, Inc. | 2,332 | $491.3K | 0.04% | +218+10.3% | Added |
| Profund Advisors LLC | 2,330 | $491.0K | 0.02% | −116−4.7% | Reduced |
| Aureus Asset Management, LLC | 2,327 | $490.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 2,322 | $489.0K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,322 | $489.0K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,316 | $488.0K | 0.00% | −13−0.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,317 | $488.0K | 0.06% | +575+33.0% | Added |
| Chicago Trust Co NA | 2,310 | $487.0K | 0.11% | +540+30.5% | Added |
| Vectors Research Management, LLC | 2,298 | $484.0K | 0.11% | 00.0% | Unchanged |
| HNP Capital LLC | 2,298 | $484.0K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,289 | $482.0K | 0.05% | −7−0.3% | Reduced |
| Allred Capital Management, LLC | 2,274 | $479.0K | 0.25% | −149−6.1% | Reduced |
| Symmetry Partners, LLC | 2,247 | $479.0K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,269 | $478.0K | 0.15% | −13−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,266 | $477.0K | 0.02% | −87−3.7% | Reduced |
| Menard Financial Group LLC | 2,256 | $475.0K | 0.42% | +401+21.6% | Added |
| Stratos Wealth Advisors, LLC | 2,232 | $470.0K | 0.04% | +101+4.7% | Added |
| Little House Capital LLC | 2,229 | $470.0K | 0.28% | +541+32.0% | Added |
| Boston Trust Walden Corp | 2,217 | $467.0K | 0.00% | +17+0.8% | Added |
| WealthTrust Axiom LLC | 2,200 | $463.0K | 0.16% | −250−10.2% | Reduced |
| Lokken Investment Group LLC | 2,196 | $463.0K | 0.37% | −69−3.0% | Reduced |
| Private Portfolio Partners LLC | 2,184 | $460.2K | 0.13% | +480+28.2% | Added |
| Calton & Associates, Inc. | 2,185 | $460.0K | 0.10% | −399−15.4% | Reduced |
| Cooper/Haims Advisors, LLC | 2,180 | $459.0K | 0.28% | 00.0% | Unchanged |
| JustInvest LLC | 2,167 | $456.0K | 0.04% | −277−11.3% | Reduced |
| Legacy Bridge, LLC | 2,165 | $456.0K | 0.26% | −25−1.1% | Reduced |
| Highlander Capital Management, LLC | 1,800 | $453.0K | 0.23% | −100−5.3% | Reduced |
| Pendal Group Limited | 2,141 | $451.0K | 0.00% | −729−25.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,140 | $451.0K | 0.04% | +230+12.0% | Added |
| MONECO Advisors, LLC | 2,134 | $450.0K | 0.18% | −15−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,131 | $449.0K | 0.04% | +955+81.2% | Added |
| Meeder Asset Management Inc | 2,109 | $444.0K | 0.02% | −618−22.7% | Reduced |
| Ieq Capital, LLC | 2,098 | $442.0K | 0.01% | +959+84.2% | Added |
| Tranquility Partners, LLC | 2,096 | $442.0K | 0.22% | +1,225+140.6% | Added |
| XTX Topco Ltd | 2,099 | $442.0K | 0.15% | +2,099 | New |
| Mirador Capital Partners LP | 2,084 | $439.0K | 0.10% | +67+3.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,078 | $438.0K | 0.16% | −45−2.1% | Reduced |
| Aries Wealth Management | 2,077 | $438.0K | 0.19% | +163+8.5% | Added |
| Keebeck Wealth Management, LLC | 2,060 | $434.0K | 0.09% | −21−1.0% | Reduced |
| Wealthfront Advisers LLC | 2,046 | $431.0K | 0.00% | +103+5.3% | Added |
| Financial Advocates Investment Management | 2,044 | $430.0K | 0.03% | −2,894−58.6% | Reduced |
| Ontario Teachers Pension Plan Board | 2,040 | $430.0K | 0.00% | +2,040 | New |
| Johnson Investment Counsel Inc | 2,036 | $429.0K | 0.01% | −116−5.4% | Reduced |
| Ballentine Partners, LLC | 2,024 | $427.0K | 0.01% | +36+1.8% | Added |
| Segall Bryant & Hamill, LLC | 2,016 | $426.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,000 | $421.4K | 0.23% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,999 | $421.0K | 0.14% | +99+5.2% | Added |
| Clare Market Investments LLC | 1,989 | $419.0K | 0.13% | +506+34.1% | Added |
| Beaumont Financial Partners, LLC | 1,979 | $417.0K | 0.03% | −120−5.7% | Reduced |
| Collective Family Office LLC | 1,976 | $416.0K | 0.18% | −300−13.2% | Reduced |
| Mayflower Financial Advisors, LLC | 1,915 | $414.0K | 0.06% | +103+5.7% | Added |
| Texas Yale Capital Corp. | 1,954 | $412.0K | 0.02% | −50−2.5% | Reduced |
| Cresset Asset Management, LLC | 1,954 | $412.0K | 0.01% | +108+5.9% | Added |
| IHT Wealth Management, LLC | 1,944 | $410.0K | 0.03% | −625−24.3% | Reduced |
| Greenleaf Trust | 1,946 | $410.0K | 0.00% | −80−3.9% | Reduced |
| PEAK6 Investments LLC | 1,945 | $410.0K | 0.01% | +1,941+48,525.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 1,940 | $409.0K | 0.01% | −2,771−58.8% | Reduced |
| Wetherby Asset Management Inc | 1,941 | $409.0K | 0.03% | +306+18.7% | Added |