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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,038 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seeyond | 20,209 | $5.07M | 0.47% | +2,812+16.2% | Added |
| Rothschild & Co Asset Management US Inc. | 20,220 | $5.08M | 0.06% | +831+4.3% | Added |
| HBW Advisory Services LLC | 20,236 | $5.08M | 1.19% | +701+3.6% | Added |
| Thrivent Financial for Lutherans | 21,585 | $5.17M | 0.01% | −3,114−12.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,618 | $5.17M | 0.05% | −467−2.2% | Reduced |
| Alpha Omega Wealth Management LLC | 21,128 | $5.22M | 0.80% | −41−0.2% | Reduced |
| Autus Asset Management, LLC | 20,796 | $5.22M | 0.53% | +550+2.7% | Added |
| PFS Investments Inc. | 20,861 | $5.24M | 0.10% | +3,781+22.1% | Added |
| Robeco Institutional Asset Management B.V. | 20,916 | $5.25M | 0.01% | 00.0% | Unchanged |
| EULAV Asset Management | 21,004 | $5.27M | 0.13% | −27,996−57.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,004 | $5.27M | 0.14% | +21,004 | New |
| Townsend Asset Management Corp | 21,046 | $5.28M | 2.52% | +480+2.3% | Added |
| SG Americas Securities, LLC | 21,150 | $5.31M | 0.03% | +15,845+298.7% | Added |
| Providence Capital Advisors, LLC | 21,181 | $5.32M | 1.46% | +907+4.5% | Added |
| Scott Investment Partners LLP | 21,400 | $5.37M | 3.35% | 00.0% | Unchanged |
| ING Groep NV | 21,439 | $5.38M | 0.05% | +7,314+51.8% | Added |
| IFM Investors Pty Ltd | 21,522 | $5.40M | 0.10% | −371−1.7% | Reduced |
| Yousif Capital Management, LLC | 21,541 | $5.41M | 0.06% | +21,541 | New |
| Nomura Holdings Inc | 21,756 | $5.46M | 0.03% | +3,848+21.5% | Added |
| Kestra Advisory Services, LLC | 21,991 | $5.52M | 0.06% | −2,591−10.5% | Reduced |
| Addison Capital Co | 22,064 | $5.54M | 2.48% | −182−0.8% | Reduced |
| Private Advisor Group, LLC | 22,099 | $5.55M | 0.04% | −8,004−26.6% | Reduced |
| HGK Asset Management Inc | 22,445 | $5.63M | 1.74% | −154−0.7% | Reduced |
| Central Trust Co | 22,535 | $5.66M | 0.16% | −390−1.7% | Reduced |
| Texas Permanent School Fund | 22,657 | $5.69M | 0.07% | −3,337−12.8% | Reduced |
| Liberty Capital Management, Inc. | 22,692 | $5.70M | 1.54% | −1,304−5.4% | Reduced |
| Peapack Gladstone Financial Corp | 22,857 | $5.74M | 0.11% | +3,179+16.2% | Added |
| WealthBridge Investment Counsel Inc. | 23,010 | $5.78M | 2.45% | +100+0.4% | Added |
| Jefferies Group LLC | 23,209 | $5.82M | 0.11% | +6,345+37.6% | Added |
| NS Partners Ltd | 23,406 | $5.87M | 0.28% | −262−1.1% | Reduced |
| Tower Bridge Advisors | 23,430 | $5.88M | 0.36% | +35+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 23,448 | $5.88M | 1.43% | +813+3.6% | Added |
| Financial Counselors Inc | 23,602 | $5.92M | 0.12% | +4,553+23.9% | Added |
| State of Alaska, Department of Revenue | 23,778 | $5.97M | 0.06% | −2,050−7.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,997 | $6.02M | 0.07% | +23,534+5,082.9% | Added |
| Forsta Ap-Fonden | 24,500 | $6.15M | 0.06% | −3,400−12.2% | Reduced |
| Mackay Shields LLC | 24,584 | $6.17M | 0.05% | −1,297−5.0% | Reduced |
| Pacific Global Investment Management CO | 24,634 | $6.18M | 1.14% | −150−0.6% | Reduced |
| Gibraltar Capital Management, Inc. | 24,737 | $6.21M | 2.81% | −762−3.0% | Reduced |
| Cornerstone Capital, Inc. | 24,803 | $6.22M | 0.66% | +3,725+17.7% | Added |
| Legacy Private Trust Co. | 24,866 | $6.24M | 0.47% | +280+1.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,281 | $6.25M | 1.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 25,013 | $6.28M | 0.71% | +1,198+5.0% | Added |
| Industrial Alliance Investment Management Inc. | 25,518 | $6.40M | 0.15% | +25,518 | New |
| Sandy Spring Bank | 25,637 | $6.43M | 0.31% | −188−0.7% | Reduced |
| Gotham Asset Management, LLC | 25,652 | $6.44M | 0.21% | −7,689−23.1% | Reduced |
| Telemus Capital, LLC | 25,833 | $6.48M | 0.52% | +2,923+12.8% | Added |
| Girard Partners Ltd. | 25,962 | $6.51M | 0.71% | +1,184+4.8% | Added |
| Mariner, LLC | 26,075 | $6.54M | 0.03% | +6,401+32.5% | Added |
| DnB Asset Management AS | 26,277 | $6.59M | 0.04% | +612+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 26,594 | $6.67M | 0.06% | −43,876−62.3% | Reduced |
| Scotia Capital Inc. | 26,956 | $6.76M | 0.04% | −12,902−32.4% | Reduced |
| Balyasny Asset Management LLC | 27,277 | $6.85M | 0.03% | −212,935−88.6% | Reduced |
| Public Sector Pension Investment Board | 27,406 | $6.88M | 0.04% | −1,415−4.9% | Reduced |
| Chartwell Investment Partners, LLC | 27,442 | $6.89M | 0.20% | +8,942+48.3% | Added |
| Picton Mahoney Asset Management | 27,500 | $6.90M | 0.25% | −6,095−18.1% | Reduced |
| Panagora Asset Management Inc | 27,628 | $6.93M | 0.04% | +14,399+108.8% | Added |
| Oak Harvest Investment Services | 27,635 | $6.94M | 1.72% | +1,388+5.3% | Added |
| Narwhal Capital Management | 27,829 | $6.98M | 0.80% | −4,608−14.2% | Reduced |
| Kings Point Capital Management | 27,945 | $7.01M | 0.58% | −1,741−5.9% | Reduced |
| State of Tennessee, Treasury Department | 28,125 | $7.06M | 0.03% | −432−1.5% | Reduced |
| Cullinan Associates Inc | 28,139 | $7.06M | 0.36% | −62−0.2% | Reduced |
| Utah Retirement Systems | 28,273 | $7.10M | 0.09% | −700−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 28,277 | $7.10M | 1.00% | +28,277 | New |
| Blair William & Co | 28,500 | $7.15M | 0.02% | −2,194−7.1% | Reduced |
| BancorpSouth Bank | 28,534 | $7.16M | 0.89% | +608+2.2% | Added |
| Bartlett & Co. LLC | 28,560 | $7.17M | 0.12% | −555−1.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,560 | $7.17M | 0.12% | −555−1.9% | Reduced |
| Empire Life Investments Inc. | 29,162 | $7.32M | 0.45% | +134+0.5% | Added |
| Public Employees Retirement Association of Colorado | 29,288 | $7.35M | 0.03% | −643−2.1% | Reduced |
| AustralianSuper Pty Ltd | 29,149 | $7.42M | 0.04% | −21,876−42.9% | Reduced |
| British Columbia Investment Management Corp | 29,629 | $7.44M | 0.04% | −1,778−5.7% | Reduced |
| First American Bank | 29,762 | $7.47M | 0.39% | +439+1.5% | Added |
| AQR Capital Management LLC | 30,098 | $7.52M | 0.01% | −28,871−49.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,997 | $7.53M | 0.03% | +39+0.1% | Added |
| Primecap Management Co | 30,100 | $7.55M | 0.01% | +1,400+4.9% | Added |
| Canandaigua National Corp | 30,244 | $7.59M | 1.12% | −992−3.2% | Reduced |
| US Bancorp | 30,794 | $7.73M | 0.01% | −3,378−9.9% | Reduced |
| Cerity Partners LLC | 31,474 | $7.90M | 0.12% | +3,556+12.7% | Added |
| Dillon & Associates Inc | 31,585 | $7.93M | 1.38% | +581+1.9% | Added |
| First National Bank of Omaha | 31,800 | $7.98M | 0.38% | −1,251−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 32,419 | $8.14M | 0.01% | +32,419 | New |
| Teacher Retirement System of Texas | 32,618 | $8.19M | 0.04% | −59,717−64.7% | Reduced |
| DekaBank Deutsche Girozentrale | 33,450 | $8.35M | 0.02% | +6,954+26.2% | Added |
| Logan Capital Management Inc | 33,344 | $8.37M | 0.36% | −259−0.8% | Reduced |
| Bourgeon Capital Management LLC | 33,468 | $8.40M | 1.73% | +28+0.1% | Added |
| Boothe Investment Group, Inc. | 33,556 | $8.42M | 4.50% | +295+0.9% | Added |
| Capital Fund Management S.A. | 33,928 | $8.51M | 0.22% | −4,872−12.6% | Reduced |
| Los Angeles Capital Management LLC | 34,177 | $8.58M | 0.03% | −490−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 30,547 | $8.59M | 0.08% | +30,547 | New |
| Montag A & Associates Inc | 34,437 | $8.64M | 0.43% | −2,229−6.1% | Reduced |
| ProShare Advisors LLC | 34,460 | $8.65M | 0.02% | +2,615+8.2% | Added |
| Roffman Miller Associates Inc | 34,479 | $8.65M | 0.59% | +335+1.0% | Added |
| Stonebridge Capital Advisors LLC | 34,795 | $8.73M | 0.96% | +1,654+5.0% | Added |
| Wisconsin Capital Management LLC | 34,871 | $8.75M | 3.60% | −400−1.1% | Reduced |
| Pinebridge Investments, L.P. | 35,193 | $8.83M | 0.09% | +2,116+6.4% | Added |
| Mutual of America Capital Management LLC | 36,087 | $9.06M | 0.09% | −2,173−5.7% | Reduced |
| Massmutual Trust Co FSB | 36,173 | $9.08M | 0.34% | +2,101+6.2% | Added |
| MetLife Investment Management | 36,293 | $9.11M | 0.07% | −1,709−4.5% | Reduced |
| Lido Advisors, LLC | 36,985 | $9.22M | 0.18% | +5,546+17.6% | Added |