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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 1,923 | $404.5K | 0.01% | +62+3.3% | Added |
| Tiemann Investment Advisors, LLC | 1,890 | $398.0K | 0.19% | −124−6.2% | Reduced |
| RDA Financial Network | 1,889 | $398.0K | 0.18% | −11−0.6% | Reduced |
| Tufton Capital Management | 1,885 | $397.0K | 0.07% | +310+19.7% | Added |
| Independent Financial Group, LLC | 1,883 | $396.7K | 0.04% | +45+2.4% | Added |
| Wealth Alliance | 1,878 | $396.0K | 0.09% | −117−5.9% | Reduced |
| Corient Capital Partners, LLC | 1,864 | $393.0K | 0.03% | −588−24.0% | Reduced |
| E&G Advisors, LP | 1,850 | $390.0K | 0.11% | +1,850 | Added |
| Marshall Wace, LLP | 1,841 | $388.0K | 0.00% | −24,486−93.0% | Reduced |
| Meridian Wealth Management, LLC | 1,821 | $384.0K | 0.05% | −1,098−37.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,818 | $383.0K | 0.02% | −700−27.8% | Reduced |
| Prudent Man Advisors, LLC | 1,814 | $382.0K | 0.14% | −20−1.1% | Reduced |
| Grove Bank & Trust | 1,803 | $380.0K | 0.08% | −4−0.2% | Reduced |
| United Bank | 1,800 | $379.0K | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,781 | $375.0K | 0.01% | −1,724−49.2% | Reduced |
| Pacifica Partners Inc. | 1,764 | $375.0K | 0.27% | −16−0.9% | Reduced |
| Bluestein R H & Co | 1,780 | $375.0K | 0.01% | +100+6.0% | Added |
| X-Square Capital, LLC | 1,779 | $375.0K | 0.19% | +196+12.4% | Added |
| Fortem Financial Group, LLC | 1,759 | $371.0K | 0.19% | +25+1.4% | Added |
| Nikulski Financial, Inc. | 1,730 | $364.0K | 0.17% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,700 | $358.0K | 0.09% | −538−24.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,697 | $358.0K | 0.02% | −6−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,683 | $355.0K | 0.02% | +84+5.3% | Added |
| XML Financial, LLC | 1,684 | $355.0K | 0.05% | +250+17.4% | Added |
| Probity Advisors, Inc. | 1,680 | $354.0K | 0.07% | −49−2.8% | Reduced |
| CNB Bank | 1,674 | $352.0K | 0.21% | +518+44.8% | Added |
| Atlas Capital Advisors LLC | 1,668 | $351.4K | 0.06% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,663 | $351.0K | 0.05% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,665 | $351.0K | 0.18% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,643 | $351.0K | 0.03% | +58+3.7% | Added |
| Clearstead Advisors, LLC | 1,668 | $351.0K | 0.03% | +261+18.6% | Added |
| CIBC Private Wealth Group, LLC | 1,631 | $344.0K | 0.00% | −3,949−70.8% | Reduced |
| Probabilities Fund Management, LLC | 1,624 | $342.0K | 1.23% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 1,610 | $339.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,600 | $337.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,580 | $333.0K | 0.10% | −231−12.8% | Reduced |
| Berkeley Capital Partners, LLC | 1,580 | $333.0K | 0.15% | −90−5.4% | Reduced |
| Regions Financial Corp | 1,573 | $332.0K | 0.00% | −502−24.2% | Reduced |
| Weybosset Research & Management LLC | 1,575 | $332.0K | 0.13% | +100+6.8% | Added |
| Doyle Wealth Management | 1,554 | $327.0K | 0.03% | +2+0.1% | Added |
| Orion Portfolio Solutions, LLC | 1,543 | $325.0K | 0.01% | −1,862−54.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,528 | $322.0K | 0.02% | −392−20.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,530 | $322.0K | 0.04% | −64−4.0% | Reduced |
| Alesco Advisors LLC | 1,526 | $321.0K | 0.01% | −45−2.9% | Reduced |
| Anchor Investment Management, LLC | 1,522 | $320.7K | 0.04% | −40−2.6% | Reduced |
| Koss-Olinger Consulting, LLC | 1,515 | $319.0K | 0.05% | +1,515 | New |
| Flagship Harbor Advisors, LLC | 1,355 | $317.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,502 | $316.0K | 0.00% | −14,947−90.9% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $316.0K | 0.25% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,500 | $316.0K | 0.00% | +100+7.1% | Added |
| Derby & Company, Inc | 1,499 | $316.0K | 0.06% | +239+19.0% | Added |
| GSB Wealth Management, LLC | 1,500 | $316.0K | 0.16% | +1,500 | New |
| Cidel Asset Management Inc | 1,495 | $315.0K | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,496 | $315.0K | 0.02% | +123+9.0% | Added |
| Studio Investment Management LLC | 1,494 | $315.0K | 0.14% | +1,494 | New |
| Value Partners Investments Inc. | 1,500 | $314.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,484 | $313.0K | 0.05% | +226+18.0% | Added |
| Patten Group, Inc. | 1,475 | $311.0K | 0.09% | −180−10.9% | Reduced |
| Mutual Advisors, LLC | 1,472 | $310.0K | 0.02% | −36−2.4% | Reduced |
| Bellevue Group AG | 1,459 | $307.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,454 | $306.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,441 | $304.0K | 0.00% | −193−11.8% | Reduced |
| 9258 Wealth Management, LLC | 1,445 | $304.0K | 0.08% | +275+23.5% | Added |
| Wealthcare Advisory Partners LLC | 1,422 | $300.0K | 0.02% | −448−24.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,421 | $299.0K | 0.02% | −8−0.6% | Reduced |
| Claybrook Capital, LLC | 1,395 | $294.0K | 0.15% | +1,395 | New |
| Gulf International Bank (UK) Ltd | 1,394 | $293.0K | 0.00% | −376−21.2% | Reduced |
| Colony Group LLC | 1,390 | $293.0K | 0.01% | −110−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,391 | $293.0K | 0.15% | +141+11.3% | Added |
| Ridgewood Investments LLC | 1,383 | $291.0K | 0.20% | −516−27.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,376 | $290.0K | 0.03% | −1,030−42.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,358 | $286.0K | 0.06% | +3+0.2% | Added |
| Financial Advisory Service, Inc. | 1,346 | $284.0K | 0.03% | +1,346 | New |
| First Hawaiian Bank | 1,332 | $281.0K | 0.01% | −556−29.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,332 | $281.0K | 0.02% | −59−4.2% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $281.0K | 0.21% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 1,334 | $281.0K | 0.02% | +1,334 | New |
| Riverview Trust Co | 1,325 | $279.0K | 0.30% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,325 | $279.0K | 0.07% | +1,325 | New |
| Eidelman Virant Capital | 1,300 | $276.0K | 0.11% | −150−10.3% | Reduced |
| Signaturefd, LLC | 1,306 | $275.0K | 0.01% | +289+28.4% | Added |
| Intrua Financial, LLC | 1,274 | $274.0K | 0.05% | +1+0.1% | Added |
| Alpine Global Management, LLC | 1,300 | $274.0K | 0.06% | +1,300 | New |
| V Wealth Advisors LLC | 1,298 | $273.0K | 0.04% | −244−15.8% | Reduced |
| Chatham Capital Group, Inc. | 1,290 | $272.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,284 | $271.0K | 0.02% | −48−3.6% | Reduced |
| 1832 Asset Management L.P. | 1,261 | $268.0K | 0.00% | +1,261 | New |
| Sonata Capital Group Inc | 1,250 | $263.0K | 0.12% | −1,200−49.0% | Reduced |
| Moseley Investment Management Inc | 1,229 | $262.0K | 0.13% | −331−21.2% | Reduced |
| Summit X, LLC | 1,244 | $262.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,238 | $261.0K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,174 | $259.0K | 0.03% | +1,174 | New |
| Armbruster Capital Management, Inc. | 1,221 | $257.0K | 0.07% | +25+2.1% | Added |
| Proequities, Inc. | 1,209 | $255.0K | 0.02% | +29+2.5% | Added |
| Independent Advisor Alliance | 1,209 | $255.0K | 0.01% | +76+6.7% | Added |
| Vantage Consulting Group Inc | 1,212 | $255.0K | 0.05% | +144+13.5% | Added |
| Wade G W & Inc | 1,200 | $253.0K | 0.01% | −15−1.2% | Reduced |
| Clarius Group, LLC | 1,201 | $253.0K | 0.02% | +29+2.5% | Added |
| Spirit of America Management Corp | 1,200 | $253.0K | 0.05% | +550+84.6% | Added |
| Gateway Investment Advisers LLC | 1,172 | $247.0K | 0.00% | −81−6.5% | Reduced |