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 |
|---|---|---|---|---|---|
| Tacita Capital Inc | 145 | $36.0K | 0.02% | +145 | New |
| Private Ocean, LLC | 146 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $38.0K | 0.01% | −130−46.4% | Reduced |
| Fieldpoint Private Securities, LLC | 150 | $38.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $38.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $39.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 160 | $40.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 158 | $40.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $40.0K | 0.01% | +156+3,900.0% | Added |
| Exane Derivatives | 163 | $40.9K | 0.01% | +160+5,333.3% | Added |
| Truvestments Capital LLC | 162 | $41.0K | 0.02% | +1+0.6% | Added |
| Kelly Lawrence W & Associates Inc | 170 | $43.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 171 | $43.0K | 0.01% | +1+0.6% | Added |
| AIA Group Ltd | 173 | $43.0K | 0.00% | +173 | New |
| Patriot Financial Group Insurance Agency, LLC | 173 | $44.0K | 0.01% | +6+3.6% | Added |
| RGT Wealth Advisors, LLC | 174 | $44.0K | 0.01% | +174 | New |
| Leelyn Smith, LLC | 189 | $47.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 187 | $47.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $47.0K | 0.01% | +4+2.2% | Added |
| Glen Eagle Advisors, LLC | 188 | $47.2K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 206 | $52.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 212 | $52.0K | 0.00% | +10+5.0% | Added |
| First Command Bank | 250 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 218 | $54.0K | 0.02% | −10−4.4% | Reduced |
| Brewin Dolphin Ltd | 230 | $58.0K | 0.00% | −27−10.5% | Reduced |
| Blume Capital Management, Inc. | 250 | $63.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $63.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 257 | $64.5K | 0.02% | +73+39.7% | Added |
| State of Wyoming | 262 | $66.0K | 0.03% | −2−0.8% | Reduced |
| Aquire Wealth Advisors, LLC | 264 | $66.0K | 0.03% | +264 | New |
| Mystic Asset Management, Inc. | 265 | $66.0K | 0.03% | +265 | New |
| First Manhattan Co | 269 | $67.0K | 0.00% | +119+79.3% | Added |
| FourThought Financial, LLC | 271 | $68.0K | 0.01% | −123−31.2% | Reduced |
| Global Trust Asset Management, LLC | 280 | $70.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 277 | $70.0K | 0.00% | +277 | New |
| Farmers & Merchants Investments Inc | 288 | $72.0K | 0.00% | +23+8.7% | Added |
| High Net Worth Advisory Group LLC | 290 | $73.0K | 0.03% | +290 | New |
| Clean Yield Group | 300 | $75.0K | 0.02% | −100−25.0% | Reduced |
| Hall Laurie J Trustee | 300 | $75.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 19,073 | $76.0K | 0.00% | +19,073 | New |
| Concord Wealth Partners | 310 | $78.0K | 0.02% | +67+27.6% | Added |
| Ellis Investment Partners, LLC | 317 | $79.0K | 0.02% | +1+0.3% | Added |
| Pin Oak Investment Advisors Inc | 318 | $80.0K | 0.08% | +78+32.5% | Added |
| Parkside Financial Bank & Trust | 323 | $81.0K | 0.02% | +74+29.7% | Added |
| Alpha Paradigm Partners, LLC | 330 | $83.0K | 0.03% | +330 | New |
| TSFG, LLC | 343 | $86.0K | 0.03% | +6+1.8% | Added |
| Richwood Investment Advisors, LLC | 345 | $87.0K | 0.08% | +345 | New |
| United Community Bank | 358 | $89.8K | 0.09% | +358 | New |
| Covestor Ltd | 365 | $92.0K | 0.13% | +365 | New |
| Princeton Global Asset Management LLC | 385 | $97.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 391 | $98.0K | 0.00% | −75,000−99.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 392 | $98.0K | 0.00% | −10−2.5% | Reduced |
| South State Corp. | 390 | $98.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $100.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 400 | $100.0K | 0.02% | +400 | New |
| Financial Perspectives, Inc | 400 | $100.4K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 405 | $102.0K | 0.00% | −79−16.3% | Reduced |
| TAP Consulting, LLC | 409 | $103.0K | 0.02% | +409 | New |
| Key Financial Inc | 425 | $107.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 430 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 451 | $113.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 461 | $116.0K | 0.08% | −309−40.1% | Reduced |
| Tradition Wealth Management, LLC | 471 | $118.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $120.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $125.0K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $125.0K | 0.07% | +500 | New |
| Missouri Trust & Investment Co | 500 | $125.0K | 0.07% | +500 | New |
| Washington Trust Advisors, Inc. | 506 | $127.0K | 0.01% | +506 | New |
| Simon Quick Advisors, LLC | 513 | $129.0K | 0.03% | −119−18.8% | Reduced |
| Tobam | 535 | $134.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 540 | $136.0K | 0.16% | +540 | New |
| Rosenberg Matthew Hamilton | 567 | $142.0K | 0.05% | +9+1.6% | Added |
| AdvisorNet Financial, Inc | 590 | $148.0K | 0.01% | −35−5.6% | Reduced |
| City State Bank | 589 | $148.0K | 0.09% | +589 | New |
| Tevis Investment Management | 570 | $148.0K | 0.13% | +570 | New |
| Psagot Value Holdings Ltd. / (Israel) | 623 | $156.0K | 0.03% | −408−39.6% | Reduced |
| Barrett Asset Management, LLC | 623 | $156.0K | 0.01% | +368+144.3% | Added |
| Cordasco Financial Network | 629 | $158.0K | 0.10% | −39−5.8% | Reduced |
| Fortis Advisors, LLC | 631 | $158.0K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $159.0K | 0.00% | −208−24.6% | Reduced |
| Smithfield Trust Co | 645 | $161.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 653 | $164.0K | 0.05% | +653 | New |
| Archer Investment Corp | 667 | $167.4K | 0.06% | +17+2.6% | Added |
| Lindbrook Capital, LLC | 670 | $168.0K | 0.03% | +6+0.9% | Added |
| Quadrant Capital Group LLC | 698 | $175.0K | 0.02% | +36+5.4% | Added |
| Central Bank & Trust Co | 711 | $178.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $182.0K | 0.12% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 735 | $184.0K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 745 | $186.0K | 0.03% | +745 | New |
| Evoke Wealth, LLC | 758 | $190.0K | 0.01% | +389+105.4% | Added |
| Stockman Wealth Management, Inc. | 800 | $201.0K | 0.04% | +800 | New |
| Perpetual Investment Management Ltd | 800 | $201.0K | 0.02% | +800 | New |
| Bokf, NA | 806 | $202.0K | 0.00% | +806 | New |
| Financial Council Asset Management Inc | 806 | $202.0K | 0.24% | +806 | New |
| Franklin Street Advisors Inc | 812 | $204.0K | 0.02% | +812 | New |
| Green Square Capital Advisors LLC | 818 | $205.0K | 0.04% | +818 | New |
| Quantinno Capital Management LP | 818 | $205.0K | 0.04% | +818 | New |
| Compton Capital Management Inc | 825 | $207.0K | 0.05% | +825 | New |
| Strategic Blueprint, LLC | 824 | $207.0K | 0.03% | +824 | New |
| Focus Financial Network, Inc. | 827 | $207.6K | 0.03% | +827 | New |