Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding Constellation Brands, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of STZ: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,134181,232+116
Shares132.1M312.3K135.3M+3.48M (+2.6%)
Value$27.9B$66.1M$33.9B+$6.15B (+22.1%)

18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (203)

Institutions that held Constellation Brands, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 203 by value.

Institutions new to STZ in Q4 2021
InstitutionSharesValue% of portfolio
Aristotle Capital Management, LLC3,741,145$938.9M1.59%
Scharf Investments, LLC350,339$87.9M2.61%
Carmignac Gestion221,128$55.5M0.78%
Cambiar Investors LLC155,219$39.0M1.34%
Hitchwood Capital Management LP110,000$27.6M1.29%
HRT Financial LP96,226$24.1M0.14%
Vaughan David Investments LLC81,337$20.4M0.60%
Alyeska Investment Group, L.P.58,146$14.6M0.17%
MMBG Investment Advisors Co.55,521$13.9M1.34%
Healthcare of Ontario Pension Plan Trust Fund46,268$11.6M0.02%
TD Waterhouse Canada Inc.30,547$8.59M0.08%
Allspring Global Investments Holdings, LLC32,419$8.14M0.01%
Landscape Capital Management, L.L.C.28,277$7.10M1.00%
Industrial Alliance Investment Management Inc.25,518$6.40M0.15%
Yousif Capital Management, LLC21,541$5.41M0.06%
Susquehanna Fundamental Investments, LLC21,004$5.27M0.14%
Beecher Investors Inc20,158$5.06M6.13%
Benson Investment Management Company, Inc.19,670$4.94M2.39%
Alberta Investment Management Corp14,450$3.63M0.02%
Beach Investment Counsel Inc14,397$3.61M0.48%
Herbst Group, LLC13,067$3.28M2.02%
GHP Investment Advisors, Inc.12,769$3.21M0.23%
Northcape Wealth Management, LLC11,752$2.95M0.99%
Group One Trading, L.P.11,707$2.94M0.06%
Audent Global Asset Management, LLC11,581$2.91M1.22%
Carnegie Capital Asset Management, LLC10,940$2.75M0.09%
Horizon Wealth Management, LLC9,136$2.29M0.67%
B. Metzler seel. Sohn & Co. AG8,980$2.24M0.03%
Two Sigma Investments, LP7,517$1.89M0.00%
National Bank of Canada7,498$1.88M0.01%
Altrafin AG7,200$1.81M0.65%
Cross Staff Investments Inc7,094$1.78M1.59%
Quantitative Investment Management, LLC7,052$1.77M0.25%
Brookfield Asset Management Inc.6,137$1.54M0.01%
ETF Managers Group, LLC5,958$1.49M0.03%
Copeland Capital Management, LLC5,561$1.40M0.04%
Peak Financial Advisors LLC5,307$1.33M1.03%
Lloyd Park, LLC4,802$1.21M0.96%
Aigen Investment Management, LP5,163$1.19M0.07%
Barden Capital Management, Inc.4,708$1.18M1.13%
Evergreen Wealth Solutions, LLC4,689$1.18M1.07%
Forum Financial Management, LP4,623$1.16M0.06%
Byrne Asset Management LLC4,458$1.12M0.72%
17 Capital Partners, LLC4,314$1.08M0.99%
Hutchens & Kramer Investment Management Group, LLC4,632$1.05M0.67%
Laraway Financial Inc3,830$960.0K0.86%
CWM, LLC3,723$934.0K0.01%
Mirabella Financial Services LLP3,720$934.0K0.10%
Finivi Inc.3,589$900.8K0.95%
Ameritas Advisory Services, LLC3,402$854.0K0.03%
Cladis Investment Advisory, LLC3,290$825.7K0.66%
ExodusPoint Capital Management, LP3,201$803.0K0.01%
Sciencast Management LP3,044$774.0K0.14%
Benchmark Investment Advisors LLC2,830$710.0K0.59%
FDx Advisors, Inc.2,743$688.0K0.02%
Marion Wealth Management2,719$682.0K0.32%
ASB Consultores, LLC2,692$676.0K0.33%
Sterling Manor Financial, LLC2,639$662.0K0.52%
Financial Advisory Corp2,612$656.0K0.32%
Pearl River Capital, LLC2,570$645.0K0.17%
Walleye Trading LLC2,345$589.0K0.01%
Heartland Bank & Trust Co2,320$582.0K0.43%
DCM Advisors, LLC2,273$570.0K0.17%
Hancock Whitney Investment Services Inc.2,145$546.0K0.09%
Guardian Capital Advisors LP2,200$546.0K0.05%
1620 Investment Advisors, Inc.2,108$529.0K0.59%
Seaport Global Advisors, LLC2,088$524.0K0.72%
Metis Global Partners, LLC2,072$520.0K0.14%
Silverlake Wealth Management LLC2,067$518.6K0.28%
Sentinel Pension Advisors Inc2,051$515.0K0.16%
Sendero Wealth Management, LLC2,035$511.0K0.23%
Y-Intercept (Hong Kong) Ltd1,984$498.0K0.12%
Sawtooth Solutions, LLC1,972$494.0K0.06%
Spinnaker Investment Group, LLC2,001$486.0K0.17%
Westover Capital Advisors, LLC1,923$483.0K0.14%
Retirement Planning Co of New England, Inc.1,922$482.0K0.23%
Advisor Resource Council1,881$472.0K0.04%
LMR Partners LLP1,861$467.0K0.01%
Curbstone Financial Management Corp1,814$455.0K0.08%
Confluence Wealth Services, Inc.1,763$442.0K0.14%
Brown, Lisle/Cummings, Inc.1,750$439.2K0.22%
Berger Financial Group, Inc1,748$439.0K0.06%
Pitti Group Wealth Management, LLC1,643$412.0K0.46%
Sandy Cove Advisors, LLC1,500$376.0K0.32%
MBB Public Markets I LLC1,436$360.0K0.01%
Verition Fund Management LLC1,377$346.0K0.00%
Nova R Wealth, Inc.1,363$342.0K0.28%
Financial Architects, Inc1,353$339.0K0.05%
Vantage Financial Partners Ltd., Inc.1,350$339.0K0.17%
G2 Capital Management, LLC1,335$335.0K0.12%
HB Wealth Management, LLC1,325$333.0K0.01%
Burns Matteson Capital Management, LLC1,271$319.0K0.22%
Robertson Stephens Wealth Management, LLC1,246$312.0K0.03%
Kraematon Investment Advisors, Inc1,244$312.0K0.28%
Rise Advisors, LLC1,201$301.4K0.29%
Personal Cfo Solutions, LLC1,199$301.0K0.06%
Syntax Advisors, LLC1,172$294.0K0.22%
Western Wealth Management, LLC1,143$287.0K0.03%
KRS Capital Management, LLC1,128$283.0K0.24%
Engine No. 1 LLC1,125$282.0K0.06%

Sold out (87)

Institutions that held Constellation Brands, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of STZ in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Vontobel Asset Management Inc347,116$76.2M
Davidson Kempner Capital Management LP328,652$69.2M
Kensico Capital Management Corp182,174$38.4M
Atalanta Sosnoff Capital, LLC155,018$32.7M
Weiss Multi-Strategy Advisers LLC109,821$23.1M
Kehrs Ridge Capital,LLC105,000$22.1M
Woodline Partners LP57,369$12.1M
AMS Capital Ltda55,000$11.6M
Twin Tree Management, LP49,330$10.4M
AMP Capital Investors Ltd42,156$8.88M
Maverick Capital LtdSuperinvestorMaverick Capital41,472$8.74M
Segantii Capital Management Ltd41,000$8.64M
Clearline Capital LP39,733$8.37M
Capstone Investment Advisors, LLC38,914$8.20M
Qube Research & Technologies Ltd38,181$8.04M
Holocene Advisors, LP37,601$7.92M
Progeny 3, Inc.37,095$7.82M
Quantbot Technologies LP32,621$6.87M
Madison Asset Management, LLC29,275$6.17M
Twinbeech Capital LP25,068$5.28M
Quadrature Capital Ltd23,456$4.94M
Atom Investors LP14,886$3.14M
Capula Management Ltd13,932$2.94M
Turim 21 Investimentos Ltda.11,990$2.53M
Jump Financial, LLC9,897$2.08M
Strategic Advisors LLC9,279$1.96M
Brant Point Investment Management LLC8,776$1.85M
Seven Eight Capital, LP7,578$1.60M
Stevens Capital Management LP6,708$1.41M
Edmond de Rothschild Holding S.A.5,925$1.25M
Taylor, Cottrill, Erickson & Associates, Inc.5,881$1.24M
McDonald Partners LLC5,547$1.17M
Teza Capital Management LLC4,788$1.01M
Centiva Capital, LP4,695$989.0K
Quantamental Technologies LLC3,981$839.0K
B&D White Capital Company, LLC3,880$817.0K
Fox Run Management, L.L.C.3,638$766.0K
Sky Investment Group LLC3,631$765.0K
U S Global Investors Inc3,500$737.0K
Keeley-Teton Advisors, LLC3,271$689.0K
Laurion Capital Management LP2,900$611.0K
Roundview Capital LLC2,895$610.0K
Campbell & CO Investment Adviser LLC2,850$600.0K
Paloma Partners Management Co2,624$553.0K
SG3 Management, LLC2,500$527.0K
Neo Ivy Capital Management3,004$526.0K
Polar Asset Management Partners Inc.2,344$494.0K
XTX Topco Ltd2,099$442.0K
PEAK6 Investments LLC1,945$410.0K
Bellevue Group AG1,459$307.0K
Eidelman Virant Capital1,300$276.0K
Alpine Global Management, LLC1,300$274.0K
1832 Asset Management L.P.1,261$268.0K
Pallas Capital Advisors LLC1,174$259.0K
Roman Butler Fullerton & Co1,127$243.0K
Wall Street Access Asset Management, LLC1,146$241.0K
Secure Asset Management, LLC1,081$228.0K
Trexquant Investment LP1,057$223.0K
Formidable Asset Management, LLC1,001$211.0K
Hilltop Holdings Inc.967$204.0K
Global Retirement Partners, LLC803$169.0K
Pacitti Group Inc.641$135.0K
NuWave Investment Management, LLC369$78.0K
Arkadios Wealth Advisors339$71.0K
Systematic Alpha Investments, LLC290$63.0K
Joseph P. Lucia & Associates, LLC260$55.0K
Capital Directions Investment Advisors, LLC250$53.0K
TCTC Holdings, LLC240$51.0K
Wolff Wiese Magana LLC222$47.0K
Ade, LLC200$42.0K
Meridian Wealth Partners, LLC147$31.0K
FinTrust Capital Advisors, LLC102$22.0K
First PREMIER Bank50$11.0K
Institutional & Family Asset Management, LLC45$9.00K
MD Financial Management Inc.45$9.00K
Resolute Partners Group38$8.00K
Tfo-TDC, LLC27$6.00K
Lountzis Asset Management, LLC19$3.97K
Cahill Financial Advisors Inc15$3.00K
Evolution Wealth Advisors, LLC15$3.00K
Kowal Investment Group, LLC12$3.00K
Ravenstone Capital Management Inc.14$2.95K
Lloyd Advisory Services, LLC.8$2.00K
MCF Advisors LLC6$1.00K
Moisand Fitzgerald Tamayo, LLC2$0
Gerber Kawasaki Wealth & Investment Management4$0
McIlrath & Eck, LLC2$0

Not filed for Q4 2021 yet (18)

Institutions that held Constellation Brands, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Qci Asset Management Inc125,714$26.5M
Marshall Wace North America L.P.114,014$24.0M
Hexavest Inc.30,420$6.41M
Security National Trust Co13,808$3.23M
Fma Advisory Inc8,183$1.72M
World Asset Management Inc3,754$791.0K
Ameritas Investment Company, LLC3,391$714.0K
HighPoint Advisor Group LLC2,535$534.0K
Mid Atlantic Financial Management Inc2,351$495.0K
B. Metzler seel. Sohn & Co. Holding AG1,940$409.0K
Derby & Company, Inc1,499$316.0K
Homrich & Berg1,058$223.0K
Psagot Investment House Ltd.1,031$217.0K
Farr Miller & Washington LLC1,007$212.0K
Sonora Investment Management, LLC956$201.0K
Berman Capital Advisors, LLC501$105.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA81$17.1K
Wealth Quarterback LLC70$15.0K