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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 1,173 | $294.0K | 0.16% | −1−0.1% | Reduced |
| Syntax Advisors, LLC | 1,172 | $294.0K | 0.22% | +1,172 | New |
| Carlson Capital Management | 1,176 | $295.0K | 0.03% | +2+0.2% | Added |
| Spirit of America Management Corp | 1,200 | $301.0K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,199 | $301.0K | 0.06% | +1,199 | New |
| Rise Advisors, LLC | 1,201 | $301.4K | 0.29% | +1,201 | New |
| First Affirmative Financial Network | 1,204 | $302.0K | 0.28% | +200+19.9% | Added |
| Horizon Investments, LLC | 1,226 | $307.0K | 0.01% | +101+9.0% | Added |
| Signaturefd, LLC | 1,228 | $308.0K | 0.01% | −78−6.0% | Reduced |
| NorthRock Partners, LLC | 1,229 | $308.0K | 0.02% | +167+15.7% | Added |
| Hills Bank & Trust Co | 1,238 | $311.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,246 | $312.0K | 0.03% | +1,246 | New |
| Kraematon Investment Advisors, Inc | 1,244 | $312.0K | 0.28% | +1,244 | New |
| Accel Wealth Management | 1,250 | $314.0K | 0.15% | +153+13.9% | Added |
| North Star Investment Management Corp. | 1,265 | $317.0K | 0.02% | −2,499−66.4% | Reduced |
| Clarius Group, LLC | 1,265 | $317.0K | 0.03% | +64+5.3% | Added |
| Burns Matteson Capital Management, LLC | 1,271 | $319.0K | 0.22% | +1,271 | New |
| J.W. Cole Advisors, Inc. | 1,270 | $319.0K | 0.02% | −62−4.7% | Reduced |
| Manchester Capital Management LLC | 1,273 | $319.0K | 0.04% | +473+59.1% | Added |
| Intrua Financial, LLC | 1,274 | $320.0K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,291 | $323.0K | 0.03% | +181+16.3% | Added |
| V Wealth Advisors LLC | 1,291 | $324.0K | 0.05% | −7−0.5% | Reduced |
| 9258 Wealth Management, LLC | 1,309 | $329.0K | 0.08% | −136−9.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,323 | $332.0K | 0.03% | −32−2.4% | Reduced |
| Conning Inc. | 1,322 | $332.0K | 0.01% | +192+17.0% | Added |
| Bluestein R H & Co | 1,327 | $333.0K | 0.01% | −453−25.4% | Reduced |
| Riverview Trust Co | 1,325 | $333.0K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,325 | $333.0K | 0.01% | +1,325 | New |
| Alhambra Investment Partners LLC | 1,335 | $335.0K | 0.23% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,335 | $335.0K | 0.12% | +1,335 | New |
| Financial Advisory Service, Inc. | 1,346 | $338.0K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 1,352 | $339.0K | 0.00% | −42,917−96.9% | Reduced |
| Wealthcare Advisory Partners LLC | 1,351 | $339.0K | 0.02% | −71−5.0% | Reduced |
| Financial Architects, Inc | 1,353 | $339.0K | 0.05% | +1,353 | New |
| Vantage Financial Partners Ltd., Inc. | 1,350 | $339.0K | 0.17% | +1,350 | New |
| Sound View Wealth Advisors Group, LLC | 1,354 | $340.0K | 0.06% | −4−0.3% | Reduced |
| Brown Brothers Harriman & Co | 1,357 | $341.0K | 0.00% | +644+90.3% | Added |
| Nova R Wealth, Inc. | 1,363 | $342.0K | 0.28% | +1,363 | New |
| Symmetry Partners, LLC | 1,370 | $344.0K | 0.02% | −877−39.0% | Reduced |
| Mutual Advisors, LLC | 1,379 | $346.0K | 0.02% | −93−6.3% | Reduced |
| Verition Fund Management LLC | 1,377 | $346.0K | 0.00% | +1,377 | New |
| Ridgewood Investments LLC | 1,383 | $347.0K | 0.22% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,391 | $349.0K | 0.17% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,406 | $353.0K | 0.03% | +30+2.2% | Added |
| Doyle Wealth Management | 1,414 | $355.0K | 0.03% | −140−9.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,421 | $357.0K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,436 | $360.0K | 0.01% | +1,436 | New |
| Waldron Private Wealth LLC | 1,455 | $365.0K | 0.02% | +1+0.1% | Added |
| Csenge Advisory Group | 1,585 | $368.0K | 0.03% | −58−3.5% | Reduced |
| Leonteq Securities AG | 1,492 | $374.4K | 0.02% | −4,637−75.7% | Reduced |
| Cidel Asset Management Inc | 1,495 | $375.0K | 0.01% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,500 | $375.0K | 0.03% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,500 | $376.0K | 0.27% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,499 | $376.0K | 0.09% | +1,022+214.3% | Added |
| Sandy Cove Advisors, LLC | 1,500 | $376.0K | 0.32% | +1,500 | New |
| Berkeley Capital Partners, LLC | 1,512 | $379.0K | 0.16% | −68−4.3% | Reduced |
| King Luther Capital Management Corp | 1,511 | $379.0K | 0.00% | +11+0.7% | Added |
| United Capital Financial Advisers, LLC | 1,508 | $379.0K | 0.00% | +67+4.6% | Added |
| Alesco Advisors LLC | 1,526 | $383.0K | 0.01% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,529 | $384.0K | 0.18% | +134+9.6% | Added |
| Aristotle Atlantic Partners, LLC | 1,561 | $392.0K | 0.02% | +33+2.2% | Added |
| Jacobsen Capital Management | 1,576 | $396.0K | 0.19% | −89−5.3% | Reduced |
| Sentry Investment Management LLC | 1,580 | $397.0K | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,597 | $401.0K | 0.04% | +67+4.4% | Added |
| Lee Financial Co | 1,600 | $402.0K | 0.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,601 | $402.0K | 0.01% | +58+3.8% | Added |
| Probity Advisors, Inc. | 1,611 | $404.0K | 0.08% | −69−4.1% | Reduced |
| Murphy Capital Management Inc | 1,610 | $404.0K | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,613 | $405.0K | 0.11% | +138+9.4% | Added |
| XML Financial, LLC | 1,624 | $408.0K | 0.05% | −60−3.6% | Reduced |
| Probabilities Fund Management, LLC | 1,624 | $408.0K | 1.45% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,625 | $408.0K | 0.15% | +50+3.2% | Added |
| Pitti Group Wealth Management, LLC | 1,643 | $412.0K | 0.46% | +1,643 | New |
| Nikulski Financial, Inc. | 1,655 | $415.0K | 0.17% | −75−4.3% | Reduced |
| Studio Investment Management LLC | 1,654 | $415.0K | 0.15% | +160+10.7% | Added |
| Meristem Family Wealth, LLC | 1,659 | $416.0K | 0.04% | −760−31.4% | Reduced |
| Armbruster Capital Management, Inc. | 1,656 | $416.0K | 0.10% | +435+35.6% | Added |
| Atlas Capital Advisors LLC | 1,668 | $418.6K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 1,668 | $419.0K | 0.00% | +95+6.0% | Added |
| Kovack Advisors, Inc. | 1,701 | $427.0K | 0.04% | −1,917−53.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,711 | $429.0K | 0.05% | −1,211−41.4% | Reduced |
| Fortem Financial Group, LLC | 1,725 | $433.0K | 0.20% | −34−1.9% | Reduced |
| Pacifica Partners Inc. | 1,764 | $436.0K | 0.28% | 00.0% | Unchanged |
| Wealth Alliance | 1,745 | $438.0K | 0.09% | −133−7.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,746 | $438.0K | 0.02% | +49+2.9% | Added |
| Berger Financial Group, Inc | 1,748 | $439.0K | 0.06% | +1,748 | New |
| Brown, Lisle/Cummings, Inc. | 1,750 | $439.2K | 0.22% | +1,750 | New |
| Confluence Wealth Services, Inc. | 1,763 | $442.0K | 0.14% | +1,763 | New |
| First Midwest Bank Trust Division | 1,763 | $443.0K | 0.06% | +100+6.0% | Added |
| X-Square Capital, LLC | 1,782 | $447.0K | 0.22% | +3+0.2% | Added |
| Prudent Man Advisors, LLC | 1,797 | $451.0K | 0.17% | −17−0.9% | Reduced |
| Grove Bank & Trust | 1,803 | $452.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 1,800 | $452.0K | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,814 | $455.0K | 0.00% | +642+54.8% | Added |
| Curbstone Financial Management Corp | 1,814 | $455.0K | 0.08% | +1,814 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,818 | $456.0K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,825 | $458.0K | 0.12% | −360−16.5% | Reduced |
| Clearstead Advisors, LLC | 1,825 | $458.0K | 0.03% | +157+9.4% | Added |
| Harbor Investment Advisory, LLC | 1,828 | $459.0K | 0.06% | −523−22.2% | Reduced |
| Coldstream Capital Management Inc | 1,829 | $459.0K | 0.01% | +748+69.2% | Added |