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 |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 2,605 | $654.0K | 0.35% | +63+2.5% | Added |
| Financial Advisory Corp | 2,612 | $656.0K | 0.32% | +2,612 | New |
| Profund Advisors LLC | 2,616 | $657.0K | 0.02% | +286+12.3% | Added |
| Boston Family Office LLC | 2,630 | $660.0K | 0.04% | +184+7.5% | Added |
| Bragg Financial Advisors, Inc | 3,140 | $662.0K | 0.04% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,639 | $662.0K | 0.52% | +2,639 | New |
| IBM Retirement Fund | 2,658 | $667.0K | 0.08% | −1,908−41.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,667 | $669.0K | 0.03% | +51+1.9% | Added |
| Sequoia Financial Advisors, LLC | 2,678 | $672.0K | 0.02% | +58+2.2% | Added |
| Meeder Asset Management Inc | 2,682 | $673.0K | 0.07% | +573+27.2% | Added |
| Prime Capital Investment Advisors, LLC | 2,691 | $675.0K | 0.04% | −24,240−90.0% | Reduced |
| ASB Consultores, LLC | 2,692 | $676.0K | 0.33% | +2,692 | New |
| Federation des caisses Desjardins du Quebec | 2,698 | $677.0K | 0.01% | −2,699−50.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,704 | $679.0K | 0.11% | −19−0.7% | Reduced |
| Marion Wealth Management | 2,719 | $682.0K | 0.32% | +2,719 | New |
| Weik Capital Management | 2,730 | $685.0K | 0.26% | −35−1.3% | Reduced |
| FDx Advisors, Inc. | 2,743 | $688.0K | 0.02% | +2,743 | New |
| Wealthfront Advisers LLC | 2,784 | $699.0K | 0.00% | +738+36.1% | Added |
| Assetmark, Inc | 2,794 | $701.0K | 0.00% | +1,292+86.0% | Added |
| Resources Investment Advisors, LLC. | 2,809 | $705.0K | 0.03% | +20+0.7% | Added |
| Copperwynd Financial, LLC | 2,808 | $705.0K | 0.27% | +100+3.7% | Added |
| Benchmark Investment Advisors LLC | 2,830 | $710.0K | 0.59% | +2,830 | New |
| Douglass Winthrop Advisors, LLC | 2,833 | $711.0K | 0.02% | −60−2.1% | Reduced |
| Perigon Wealth Management, LLC | 2,835 | $711.0K | 0.05% | +136+5.0% | Added |
| Gilbert & Cook, Inc. | 2,836 | $712.0K | 0.11% | +328+13.1% | Added |
| Intrust Bank NA | 2,923 | $734.0K | 0.09% | +36+1.2% | Added |
| Banque Cantonale Vaudoise | 2,946 | $739.0K | 0.03% | 00.0% | Unchanged |
| Navalign, LLC | 2,965 | $744.0K | 0.30% | −31−1.0% | Reduced |
| Ci Investments Inc. | 2,986 | $749.0K | 0.00% | −432−12.6% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $753.0K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 3,092 | $757.0K | 0.26% | −71−2.2% | Reduced |
| Patriot Investment Management Inc. | 3,018 | $757.0K | 0.06% | +180+6.3% | Added |
| First Horizon Advisors, Inc. | 3,041 | $763.0K | 0.02% | +383+14.4% | Added |
| Park Avenue Securities LLC | 3,050 | $765.0K | 0.01% | +539+21.5% | Added |
| TLWM | 3,052 | $766.0K | 0.26% | +108+3.7% | Added |
| Mirador Capital Partners LP | 3,084 | $774.0K | 0.16% | +1,000+48.0% | Added |
| Sciencast Management LP | 3,044 | $774.0K | 0.14% | +3,044 | New |
| Chemung Canal Trust Co | 3,139 | $788.0K | 0.14% | −122−3.7% | Reduced |
| Planning Directions Inc | 3,172 | $796.0K | 0.53% | +58+1.9% | Added |
| ExodusPoint Capital Management, LP | 3,201 | $803.0K | 0.01% | +3,201 | New |
| Brown Advisory Inc | 3,210 | $806.0K | 0.00% | −42−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,357 | $813.0K | 0.05% | +52+1.6% | Added |
| Argent Trust Co | 3,259 | $817.0K | 0.05% | −119−3.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,275 | $822.0K | 0.13% | +10.0% | Added |
| Cladis Investment Advisory, LLC | 3,290 | $825.7K | 0.66% | +3,290 | New |
| Platform Technology Partners | 3,307 | $830.0K | 0.36% | −815−19.8% | Reduced |
| Atlas Brown,Inc. | 3,306 | $830.0K | 0.32% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,310 | $831.0K | 0.36% | −60−1.8% | Reduced |
| Pitcairn Co | 3,324 | $834.0K | 0.05% | −133−3.8% | Reduced |
| Vident Investment Advisory, LLC | 3,323 | $834.0K | 0.02% | +44+1.3% | Added |
| Exchange Capital Management, Inc. | 3,337 | $838.0K | 0.15% | −43−1.3% | Reduced |
| International Assets Investment Management, LLC | 3,384 | $849.0K | 0.15% | −241−6.6% | Reduced |
| Boston Private Wealth LLC | 3,396 | $852.0K | 0.01% | +341+11.2% | Added |
| Koss-Olinger Consulting, LLC | 3,400 | $853.0K | 0.13% | +1,885+124.4% | Added |
| Ameritas Advisory Services, LLC | 3,402 | $854.0K | 0.03% | +3,402 | New |
| Forte Capital LLC | 3,408 | $855.0K | 0.11% | +36+1.1% | Added |
| Bank Hapoalim BM | 3,415 | $857.0K | 0.09% | −10−0.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,420 | $858.0K | 0.29% | +55+1.6% | Added |
| Signet Investment Advisory Group, Inc. | 3,443 | $864.0K | 0.49% | +351+11.4% | Added |
| Meridian Financial Partners LLC | 3,582 | $870.0K | 0.59% | +196+5.8% | Added |
| Corient Capital Partners, LLC | 3,475 | $872.0K | 0.06% | +1,611+86.4% | Added |
| Wealth Advisors, Inc. | 3,500 | $878.0K | 0.30% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,498 | $878.0K | 0.04% | −38−1.1% | Reduced |
| Price Michael F | 3,500 | $878.0K | 0.10% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,523 | $884.0K | 0.29% | −45−1.3% | Reduced |
| Resource Management, LLC | 3,571 | $896.0K | 0.09% | −419−10.5% | Reduced |
| SFMG, LLC | 3,571 | $896.0K | 0.09% | −308−7.9% | Reduced |
| Finivi Inc. | 3,589 | $900.8K | 0.95% | +3,589 | New |
| CSS LLC | 3,605 | $901.0K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,578 | $909.0K | 0.43% | −102−2.8% | Reduced |
| Ausdal Financial Partners, Inc. | 3,621 | $909.0K | 0.12% | −46−1.3% | Reduced |
| Parsons Capital Management Inc | 3,635 | $912.0K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,638 | $913.0K | 0.09% | −220−5.7% | Reduced |
| Toroso Investments, LLC | 3,641 | $914.0K | 0.03% | +635+21.1% | Added |
| Parallel Advisors, LLC | 3,686 | $925.0K | 0.03% | −561−13.2% | Reduced |
| Tudor Investment Corp Et Al | 3,698 | $928.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,723 | $934.0K | 0.01% | +3,723 | New |
| Mirabella Financial Services LLP | 3,720 | $934.0K | 0.10% | +3,720 | New |
| Baker Tilly Wealth Management, LLC | 3,735 | $937.0K | 0.10% | +1,327+55.1% | Added |
| Cigna Investments Inc | 3,765 | $945.0K | 0.07% | −1,398−27.1% | Reduced |
| Oak Ridge Investments LLC | 3,801 | $954.0K | 0.08% | −178−4.5% | Reduced |
| Laraway Financial Inc | 3,830 | $960.0K | 0.86% | +3,830 | New |
| Bamco Inc | 3,835 | $962.0K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,857 | $962.0K | 0.06% | +64+1.7% | Added |
| LVW Advisors, LLC | 3,882 | $974.0K | 0.17% | −300−7.2% | Reduced |
| Delta Financial Advisors LLC | 3,883 | $975.0K | 0.40% | +81+2.1% | Added |
| HC Financial Advisors Inc | 3,971 | $997.0K | 0.55% | +602+17.9% | Added |
| Archford Capital Strategies, LLC | 3,999 | $1.00M | 0.23% | −234−5.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,023 | $1.01M | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,029 | $1.01M | 0.22% | +1,170+40.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,064 | $1.02M | 0.31% | +640+18.7% | Added |
| Franklin Street Capital Partners, LLC | 4,067 | $1.02M | 4.75% | −52,933−92.9% | Reduced |
| ELCO Management Co., LLC | 4,104 | $1.03M | 0.74% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 4,118 | $1.03M | 0.05% | +2,784+208.7% | Added |
| Diametric Capital, LP | 4,143 | $1.04M | 0.80% | +695+20.2% | Added |
| Piscataqua Savings Bank | 4,149 | $1.04M | 0.82% | −147−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 4,161 | $1.04M | 0.03% | +1,066+34.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,632 | $1.05M | 0.67% | +4,632 | New |
| 17 Capital Partners, LLC | 4,314 | $1.08M | 0.99% | +4,314 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,330 | $1.09M | 0.10% | −27−0.6% | Reduced |