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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 1,850 | $464.0K | 0.12% | 00.0% | Unchanged |
| LMR Partners LLP | 1,861 | $467.0K | 0.01% | +1,861 | New |
| Meridian Wealth Management, LLC | 1,871 | $470.0K | 0.05% | +50+2.7% | Added |
| Gilman Hill Asset Management, LLC | 1,875 | $471.0K | 0.10% | −645−25.6% | Reduced |
| MONECO Advisors, LLC | 1,979 | $471.0K | 0.18% | −155−7.3% | Reduced |
| Ieq Capital, LLC | 1,881 | $472.0K | 0.01% | −217−10.3% | Reduced |
| Advisor Resource Council | 1,881 | $472.0K | 0.04% | +1,881 | New |
| Mayflower Financial Advisors, LLC | 1,893 | $475.0K | 0.06% | −22−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,891 | $475.0K | 0.20% | +1+0.1% | Added |
| Credential Qtrade Securities Inc. | 1,902 | $477.3K | 0.03% | +772+68.3% | Added |
| Wade G W & Inc | 1,905 | $478.0K | 0.02% | +705+58.8% | Added |
| CNB Bank | 1,912 | $480.0K | 0.26% | +238+14.2% | Added |
| RDA Financial Network | 1,917 | $481.0K | 0.20% | +28+1.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,922 | $482.0K | 0.23% | +1,922 | New |
| Independent Financial Group, LLC | 1,925 | $483.0K | 0.04% | +42+2.2% | Added |
| Lake Street Financial LLC | 1,925 | $483.0K | 0.09% | +225+13.2% | Added |
| Westover Capital Advisors, LLC | 1,923 | $483.0K | 0.14% | +1,923 | New |
| Swiss Life Asset Management Ltd | 1,923 | $483.2K | 0.01% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,001 | $486.0K | 0.17% | +2,001 | New |
| Newman Dignan & Sheerar, Inc. | 1,945 | $488.0K | 0.15% | −54−2.7% | Reduced |
| Texas Yale Capital Corp. | 1,954 | $490.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,963 | $493.0K | 0.04% | −326−14.2% | Reduced |
| Sawtooth Solutions, LLC | 1,972 | $494.0K | 0.06% | +1,972 | New |
| Collective Family Office LLC | 1,976 | $496.0K | 0.20% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,979 | $497.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,984 | $498.0K | 0.12% | +1,984 | New |
| Clare Market Investments LLC | 1,993 | $500.3K | 0.14% | +4+0.2% | Added |
| Segall Bryant & Hamill, LLC | 1,998 | $501.0K | 0.00% | −18−0.9% | Reduced |
| IHT Wealth Management, LLC | 1,997 | $501.0K | 0.04% | +53+2.7% | Added |
| Legacy Wealth Management, LLC | 2,000 | $501.9K | 0.26% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,027 | $509.0K | 0.02% | +3+0.1% | Added |
| Sendero Wealth Management, LLC | 2,035 | $511.0K | 0.23% | +2,035 | New |
| Frontier Wealth Management LLC | 2,046 | $513.0K | 0.03% | +550+36.8% | Added |
| Colony Group LLC | 2,045 | $513.0K | 0.01% | +655+47.1% | Added |
| Sentinel Pension Advisors Inc | 2,051 | $515.0K | 0.16% | +2,051 | New |
| Keebeck Wealth Management, LLC | 2,060 | $517.0K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,067 | $518.6K | 0.28% | +2,067 | New |
| Wetherby Asset Management Inc | 2,074 | $520.0K | 0.03% | +133+6.9% | Added |
| Metis Global Partners, LLC | 2,072 | $520.0K | 0.14% | +2,072 | New |
| Vestcor Inc | 2,076 | $521.0K | 0.02% | −432−17.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,078 | $522.0K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,080 | $522.0K | 0.04% | +36+1.8% | Added |
| Private Portfolio Partners LLC | 2,084 | $523.1K | 0.13% | −100−4.6% | Reduced |
| Seaport Global Advisors, LLC | 2,088 | $524.0K | 0.72% | +2,088 | New |
| Badgley Phelps Wealth Managers, LLC | 2,091 | $525.0K | 0.02% | −3,178−60.3% | Reduced |
| Highlander Capital Management, LLC | 1,800 | $525.0K | 0.24% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,105 | $528.0K | 0.28% | −60−2.8% | Reduced |
| Johnson Investment Counsel Inc | 2,102 | $528.0K | 0.01% | +66+3.2% | Added |
| 1620 Investment Advisors, Inc. | 2,108 | $529.0K | 0.59% | +2,108 | New |
| Menard Financial Group LLC | 2,131 | $535.0K | 0.44% | −125−5.5% | Reduced |
| Aries Wealth Management | 2,133 | $535.0K | 0.20% | +56+2.7% | Added |
| Ameritas Investment Partners, Inc. | 2,153 | $540.0K | 0.02% | −113−5.0% | Reduced |
| Koshinski Asset Management, Inc. | 2,152 | $540.1K | 0.04% | −180−7.7% | Reduced |
| Lokken Investment Group LLC | 2,161 | $542.0K | 0.39% | −35−1.6% | Reduced |
| GSB Wealth Management, LLC | 2,172 | $545.0K | 0.16% | +672+44.8% | Added |
| Hancock Whitney Investment Services Inc. | 2,145 | $546.0K | 0.09% | +2,145 | New |
| Guardian Capital Advisors LP | 2,200 | $546.0K | 0.05% | +2,200 | New |
| Cooper/Haims Advisors, LLC | 2,180 | $547.0K | 0.34% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,200 | $552.0K | 0.18% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,217 | $556.0K | 0.00% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,227 | $558.0K | 0.06% | −90−3.9% | Reduced |
| Cim Investment Mangement Inc | 2,229 | $559.0K | 0.17% | −40−1.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,230 | $560.0K | 0.04% | +90+4.2% | Added |
| Chicago Trust Co NA | 2,240 | $562.0K | 0.11% | −70−3.0% | Reduced |
| Allred Capital Management, LLC | 2,256 | $566.0K | 0.27% | −18−0.8% | Reduced |
| Park National Corp | 2,260 | $567.0K | 0.02% | −62−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,272 | $570.0K | 0.03% | +589+35.0% | Added |
| DCM Advisors, LLC | 2,273 | $570.0K | 0.17% | +2,273 | New |
| Empirical Finance, LLC | 2,292 | $575.0K | 0.07% | +808+54.4% | Added |
| Jaffetilchin Investment Partners, LLC | 2,296 | $576.0K | 0.05% | −97−4.1% | Reduced |
| Hillman Capital Management, Inc. | 2,298 | $577.0K | 0.20% | −210−8.4% | Reduced |
| Tufton Capital Management | 2,300 | $577.0K | 0.09% | +415+22.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,316 | $581.0K | 0.01% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,320 | $582.0K | 0.43% | +2,320 | New |
| Tokio Marine Asset Management Co Ltd | 2,324 | $583.0K | 0.05% | −76,668−97.1% | Reduced |
| Community Bank, N.A. | 2,325 | $584.0K | 0.07% | −100−4.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,327 | $584.0K | 0.05% | −61−2.6% | Reduced |
| Aureus Asset Management, LLC | 2,327 | $584.0K | 0.04% | 00.0% | Unchanged |
| Little House Capital LLC | 2,337 | $587.0K | 0.31% | +108+4.8% | Added |
| Walleye Trading LLC | 2,345 | $589.0K | 0.01% | +2,345 | New |
| Wilkinson Global Asset Management LLC | 2,350 | $590.0K | 0.03% | −18−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,352 | $590.0K | 0.04% | +120+5.4% | Added |
| Cresset Asset Management, LLC | 2,369 | $595.0K | 0.01% | +415+21.2% | Added |
| Comerica Securities,inc. | 2,375 | $596.0K | 0.04% | +27+1.1% | Added |
| 44 Wealth Management LLC | 2,391 | $600.0K | 0.21% | −40−1.6% | Reduced |
| Greenleaf Trust | 2,393 | $601.0K | 0.01% | +447+23.0% | Added |
| Arnhold LLC | 2,400 | $602.0K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,397 | $602.0K | 0.07% | +75+3.2% | Added |
| Prelude Capital Management, LLC | 2,408 | $604.0K | 0.03% | −1,584−39.7% | Reduced |
| Cozad Asset Management Inc | 2,416 | $606.0K | 0.09% | −430−15.1% | Reduced |
| Lincoln National Corp | 2,439 | $612.0K | 0.01% | +14+0.6% | Added |
| Tributary Capital Management, LLC | 2,450 | $615.0K | 0.05% | −130−5.0% | Reduced |
| Vectors Research Management, LLC | 2,463 | $618.0K | 0.13% | +165+7.2% | Added |
| HNP Capital LLC | 2,463 | $618.0K | 0.14% | +165+7.2% | Added |
| Tranquility Partners, LLC | 2,522 | $633.0K | 0.29% | +426+20.3% | Added |
| Roanoke Asset Management Corp | 2,550 | $640.0K | 0.21% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,552 | $641.0K | 0.09% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,570 | $645.0K | 0.17% | +2,570 | New |
| Anchor Investment Management, LLC | 2,597 | $651.8K | 0.08% | +1,075+70.6% | Added |
| Pensionfund DSM Netherlands | 2,600 | $653.0K | 0.08% | 00.0% | Unchanged |