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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; 1,038 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, Q4 2021

Institutional positions in Constellation Brands, Inc. as of Dec 31, 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
1,232
+116 vs. Q3 2021
Shares held
135.3M
+3.48M (+2.6%) vs. Q3 2021
Total value
$33.9B
+$6.15B (+22.1%) vs. Q3 2021
New holders
203
458 more added
Sold out
87
387 more reduced

18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,232 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,038 institutions
Value heldQ4 2021: $33.9B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,038$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2021.

Institutions holding STZ in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Atwood & Palmer Inc5$1.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC3$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$1.00K0.00%00.0%Unchanged
TFC Financial Management5$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc2$1.00K0.00%00.0%Unchanged
Ford Financial Group, LLC7$1.00K0.00%+7New
Addison Advisors LLC4$1.00K0.00%+4New
Schubert & Co5$1.00K0.00%+5New
Larson Financial Group LLC8$2.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP6$2.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC9$2.00K0.00%+3+50.0%Added
Sierra Capital LLC6$2.00K0.00%+6New
Newbridge Financial Services Group, Inc.7$2.00K0.00%+7New
Horizon Financial Services, LLC10$2.51K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.16$3.00K0.00%00.0%Unchanged
Delta Asset Management LLC10$3.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.10$3.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$3.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC10$3.00K0.00%00.0%Unchanged
Arlington Partners LLC12$3.00K0.00%+12New
Dark Forest Capital Management LP11$3.00K0.00%+11New
Laffer Tengler Investments13$3.31K0.00%00.0%Unchanged
HighMark Wealth Management LLC17$4.00K0.00%−10−37.0%Reduced
BerganKDV Wealth Management, LLC17$4.00K0.00%00.0%Unchanged
Independence Bank of Kentucky15$4.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC15$4.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC15$4.00K0.00%+15New
Ten Capital Wealth Advisors, LLC15$4.00K0.00%+15New
Core Alternative Capital21$5.00K0.00%+21New
Cedar Wealth Management, LLC28$7.00K0.00%−187−87.0%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.30$8.00K0.00%−40−57.1%Reduced
TD Capital Management LLC30$8.00K0.00%00.0%Unchanged
Old North State Trust, LLC32$8.00K0.01%+12+60.0%Added
CarsonAllaria Wealth Management, Ltd.30$8.00K0.01%+30New
Sound Income Strategies, LLC36$9.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC38$10.0K0.00%−26−40.6%Reduced
Benjamin Edwards Inc40$10.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC38$10.0K0.00%−1−2.6%Reduced
Retirement Group, LLC40$10.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$10.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC39$10.0K0.00%+36+1,200.0%Added
Signet Financial Management, LLC39$10.0K0.00%+39New
Centerpoint Advisors, LLC44$11.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC43$11.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management45$11.0K0.01%+45New
MV Capital Management, Inc.46$12.0K0.00%+20+76.9%Added
Raffa Wealth Management, LLC50$12.5K0.00%+16+47.1%Added
Winch Advisory Services, LLC52$13.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc51$13.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC50$13.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.51$13.0K0.00%+5+10.9%Added
Masso Torrence Wealth Management Inc.50$13.0K0.01%+50New
Gradient Investments LLC56$14.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.57$14.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC55$14.0K0.00%+6+12.2%Added
First Personal Financial Services54$14.0K0.00%+8+17.4%Added
McCarthy Grittinger Financial Group, LLC58$14.6K0.01%00.0%Unchanged
Evermay Wealth Management LLC60$15.0K0.00%00.0%Unchanged
Chilton Capital Management LLC60$15.0K0.00%+60New
Paragon Capital Management Ltd59$15.0K0.00%+59New
Delos Wealth Advisors, LLC59$15.0K0.01%+59New
Sutton Wealth Advisors Inc.60$15.1K0.01%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd65$16.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC63$16.0K0.00%00.0%Unchanged
Seldon Capital LP67$17.0K0.01%+67New
Earnest Partners LLC73$18.0K0.00%00.0%Unchanged
First Community Trust NA75$18.8K0.02%+75New
Annapolis Financial Services, LLC75$19.0K0.01%−78−51.0%Reduced
Financial Management Professionals, Inc.77$19.0K0.00%−30−28.0%Reduced
American Research & Management Co.75$19.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.75$19.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.77$19.0K0.00%+6+8.5%Added
JFS Wealth Advisors, LLC75$19.0K0.00%+16+27.1%Added
Motco78$20.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph86$21.0K0.01%−113−56.8%Reduced
Hudock, Inc.89$22.0K0.01%00.0%Unchanged
Tarbox Family Office, Inc.89$22.0K0.00%+3+3.5%Added
Baystate Wealth Management LLC88$22.0K0.00%+44+100.0%Added
Tilia Fiduciary Partners, Inc.87$22.0K0.02%+87New
IMA Wealth, Inc.90$23.0K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.100$25.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$25.0K0.01%00.0%Unchanged
Wealthstreet Investment Advisors, LLC100$25.0K0.62%00.0%Unchanged
Core Wealth Advisors, Inc.100$25.0K0.01%+100New
Curi Capital102$25.0K0.00%+102New
Optiver Holding B.V.111$26.0K0.00%+67+152.3%Added
Wagner Wealth Management, LLC103$26.0K0.02%+103New
PSI Advisors, LLC109$27.0K0.01%00.0%Unchanged
Kozak & Associates, Inc.131$28.0K0.02%00.0%Unchanged
Investors Research Corp110$28.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC113$28.0K0.00%00.0%Unchanged
Quent Capital, LLC112$28.0K0.01%+112New
Hanson & Doremus Investment Management123$31.0K0.01%00.0%Unchanged
Glassman Wealth Services122$31.0K0.01%−1−0.8%Reduced
Cribstone Capital Management, LLC124$31.0K0.02%00.0%Unchanged
Cassady Schiller Wealth Management, LLC129$32.0K0.02%+129New
Bell Investment Advisors, Inc133$33.0K0.01%−22−14.2%Reduced
Column Capital Advisors, LLC130$33.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.135$34.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC136$34.0K0.01%+136New