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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 867 | $209.0K | 0.05% | −51−5.6% | Reduced |
| Investment Partners, Ltd. | 834 | $209.0K | 0.09% | +834 | New |
| CCG Wealth Management, LLC | 838 | $210.0K | 0.11% | +838 | New |
| Sonata Capital Group Inc | 850 | $213.0K | 0.09% | −400−32.0% | Reduced |
| Boothbay Fund Management, LLC | 847 | $213.0K | 0.01% | +847 | New |
| Buckingham Strategic Wealth, LLC | 856 | $215.0K | 0.00% | −135−13.6% | Reduced |
| Benin Management CORP | 860 | $216.0K | 0.07% | +860 | New |
| Pinnacle Wealth Planning Services, Inc. | 860 | $216.0K | 0.04% | +860 | New |
| Purus Wealth Management, LLC | 868 | $218.0K | 0.14% | +868 | New |
| DuPont Capital Management Corp | 876 | $220.0K | 0.01% | −905−50.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 876 | $220.0K | 0.00% | −198−18.4% | Reduced |
| Thoroughbred Financial Services, LLC | 880 | $220.0K | 0.05% | +880 | New |
| Seelaus Asset Management LLC | 885 | $222.0K | 0.12% | +885 | New |
| Inscription Capital, LLC | 890 | $223.0K | 0.06% | +890 | New |
| Creative Financial Designs Inc | 894 | $224.0K | 0.03% | −7−0.8% | Reduced |
| CoreCap Advisors, LLC | 903 | $227.0K | 0.02% | +903 | New |
| Ethic Inc. | 907 | $228.0K | 0.02% | +907 | New |
| Albion Financial Group | 912 | $229.0K | 0.02% | +667+272.2% | Added |
| First National Bank & Trust Co of Newtown | 913 | $229.0K | 0.04% | +913 | New |
| Modus Advisors, LLC | 918 | $230.0K | 0.10% | −223−19.5% | Reduced |
| Monetary Management Group Inc | 925 | $232.0K | 0.06% | 00.0% | Unchanged |
| Baxter Bros Inc | 925 | $232.0K | 0.03% | +925 | New |
| Soltis Investment Advisors LLC | 925 | $232.0K | 0.03% | +925 | New |
| Axxcess Wealth Management, LLC | 925 | $232.0K | 0.02% | +925 | New |
| GraniteShares Advisors LLC | 931 | $233.0K | 0.11% | +931 | New |
| Hemenway Trust Co LLC | 933 | $234.0K | 0.02% | +933 | New |
| EPG Wealth Management LLC | 932 | $234.0K | 0.08% | +932 | New |
| Cohen Investment Advisors LLC | 931 | $234.0K | 0.17% | +931 | New |
| Equitable Holdings, Inc. | 941 | $236.0K | 0.00% | +941 | New |
| Evergreen Capital Management LLC | 953 | $239.0K | 0.01% | +953 | New |
| Fisher Asset Management, LLC | 957 | $240.0K | 0.00% | +957 | New |
| Simplex Trading, LLC | 959 | $240.0K | 0.01% | +959 | New |
| Wealth Architects, LLC | 955 | $240.0K | 0.04% | +955 | New |
| Engineers Gate Manager LP | 959 | $241.0K | 0.01% | −15,257−94.1% | Reduced |
| CAPROCK Group, Inc. | 960 | $241.0K | 0.02% | −324−25.2% | Reduced |
| Freestone Capital Holdings, LLC | 961 | $241.0K | 0.01% | +961 | New |
| Knights of Columbus Asset Advisors LLC | 970 | $243.0K | 0.02% | −1,161−54.5% | Reduced |
| Seneca Financial Advisors LLC | 972 | $244.0K | 0.14% | +972 | New |
| Proequities, Inc. | 976 | $245.0K | 0.01% | −233−19.3% | Reduced |
| Round Table Services, LLC | 978 | $245.0K | 0.05% | −100−9.3% | Reduced |
| AdvisorShares Investments LLC | 975 | $245.0K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 977 | $245.0K | 0.01% | +977 | New |
| SlateStone Wealth, LLC | 984 | $247.0K | 0.05% | +2+0.2% | Added |
| Phoenix Holdings Ltd. | 997 | $250.0K | 0.00% | −42,198−97.7% | Reduced |
| Titleist Asset Management, Ltd. | 998 | $250.0K | 0.05% | +998 | New |
| German American Bancorp, Inc. | 1,000 | $251.0K | 0.04% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $251.0K | 0.11% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $251.0K | 0.10% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $251.0K | 0.29% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,000 | $251.0K | 0.09% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $251.0K | 0.06% | +1,000 | New |
| Goodwin Daniel L | 1,003 | $252.0K | 0.11% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,006 | $252.0K | 0.02% | +6+0.6% | Added |
| Wexford Capital LP | 1,006 | $252.0K | 0.03% | +1,006 | New |
| Capital Advisory Group Advisory Services, LLC | 1,007 | $253.0K | 0.11% | +10+1.0% | Added |
| Caxton Associates LP | 1,008 | $253.0K | 0.03% | +1,008 | New |
| M&R Capital Management Inc | 1,015 | $254.0K | 0.05% | +160+18.7% | Added |
| Trustcore Financial Services, LLC | 1,022 | $256.0K | 0.03% | +1+0.1% | Added |
| Apollon Wealth Management, LLC | 1,021 | $256.0K | 0.02% | +1,021 | New |
| LBMC Investment Advisors, LLC | 1,025 | $257.0K | 0.02% | −89−8.0% | Reduced |
| West Bancorporation Inc | 1,025 | $257.0K | 0.20% | +1,025 | New |
| Morningstar Investment Services LLC | 1,029 | $258.0K | 0.00% | −14,580−93.4% | Reduced |
| Accurate Wealth Management, LLC | 154 | $258.0K | 0.21% | +43+38.7% | Added |
| McLean Asset Management Corp | 1,041 | $258.0K | 0.10% | +16+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,028 | $258.0K | 0.00% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,027 | $258.0K | 0.27% | +1,027 | New |
| Charter Research & Investment Group, Inc. | 1,030 | $258.0K | 0.20% | +1,030 | New |
| Allworth Financial LP | 1,034 | $259.0K | 0.00% | −12−1.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,031 | $259.0K | 0.14% | 00.0% | Unchanged |
| Welch Group, LLC | 1,041 | $261.0K | 0.02% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,050 | $263.0K | 0.03% | −19−1.8% | Reduced |
| Knuff & Co LLC | 1,057 | $265.0K | 0.08% | +20+1.9% | Added |
| Shelton Wealth Management, LLC | 1,056 | $265.0K | 0.21% | +1,056 | New |
| Avidian Wealth Solutions, LLC | 1,058 | $266.0K | 0.02% | +1,058 | New |
| Gladstone Institutional Advisory LLC | 1,060 | $266.0K | 0.02% | +1,060 | New |
| Tectonic Advisors LLC | 1,065 | $267.0K | 0.05% | +1,065 | New |
| NorthCrest Asset Manangement, LLC | 1,065 | $267.0K | 0.01% | +1,065 | New |
| Fortitude Advisory Group L.L.C. | 1,555 | $270.0K | 0.14% | +1,555 | New |
| AXS Investments LLC | 1,087 | $273.0K | 0.06% | +1,087 | New |
| Socha Financial Group, LLC | 1,090 | $273.6K | 0.21% | +1,090 | New |
| Gulf International Bank (UK) Ltd | 1,094 | $274.0K | 0.00% | −300−21.5% | Reduced |
| Barry Investment Advisors, LLC | 1,103 | $277.0K | 0.07% | −5−0.5% | Reduced |
| Personal Capital Advisors Corp | 1,157 | $277.0K | 0.00% | +1,157 | New |
| Shelton Capital Management | 1,109 | $278.0K | 0.01% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 1,119 | $281.0K | 0.07% | +3+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,124 | $282.0K | 0.02% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,125 | $282.0K | 0.06% | +1,125 | New |
| Quantum Private Wealth, LLC | 1,125 | $282.0K | 0.11% | +1,125 | New |
| KRS Capital Management, LLC | 1,128 | $283.0K | 0.24% | +1,128 | New |
| Moseley Investment Management Inc | 1,131 | $284.0K | 0.13% | −98−8.0% | Reduced |
| Buckley Wealth Management, LLC | 1,138 | $286.0K | 0.08% | +138+13.8% | Added |
| Independent Advisor Alliance | 1,142 | $287.0K | 0.01% | −67−5.5% | Reduced |
| Western Wealth Management, LLC | 1,143 | $287.0K | 0.03% | +1,143 | New |
| Searle & Co. | 1,150 | $289.0K | 0.11% | 00.0% | Unchanged |
| Summit X, LLC | 1,143 | $290.0K | 0.07% | −101−8.1% | Reduced |
| Monarch Capital Management Inc | 1,157 | $290.0K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,154 | $290.0K | 0.01% | +65+6.0% | Added |
| Chatham Capital Group, Inc. | 1,165 | $292.0K | 0.05% | −125−9.7% | Reduced |
| NEXT Financial Group, Inc | 1,162 | $292.0K | 0.02% | +13+1.1% | Added |
| Vantage Consulting Group Inc | 1,172 | $294.0K | 0.08% | −40−3.3% | Reduced |