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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 4,345 | $1.09M | 0.02% | +458+11.8% | Added |
| Cetera Advisors LLC | 4,383 | $1.10M | 0.02% | −1,573−26.4% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.10M | 0.87% | −258−5.5% | Reduced |
| Intact Investment Management Inc. | 4,400 | $1.10M | 0.03% | −1,000−18.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,403 | $1.10M | 0.06% | +994+29.2% | Added |
| Herold Advisors, Inc. | 4,425 | $1.11M | 0.43% | 00.0% | Unchanged |
| Pendal Group Limited | 4,423 | $1.11M | 0.01% | +2,282+106.6% | Added |
| Ballast, Inc. | 4,448 | $1.12M | 0.43% | +391+9.6% | Added |
| Byrne Asset Management LLC | 4,458 | $1.12M | 0.72% | +4,458 | New |
| Transcend Wealth Collective, LLC | 4,469 | $1.12M | 0.10% | −37−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,472 | $1.12M | 0.07% | +200+4.7% | Added |
| Kistler-Tiffany Companies, LLC | 4,480 | $1.12M | 0.22% | +25+0.6% | Added |
| Dana Investment Advisors, Inc. | 4,532 | $1.14M | 0.05% | +372+8.9% | Added |
| Venture Visionary Partners LLC | 4,549 | $1.14M | 0.07% | +285+6.7% | Added |
| FORA Capital, LLC | 4,563 | $1.15M | 0.44% | +3,238+244.4% | Added |
| Haverford Trust Co | 4,601 | $1.16M | 0.01% | +2,084+82.8% | Added |
| Keybank National Association | 4,621 | $1.16M | 0.00% | +588+14.6% | Added |
| Forum Financial Management, LP | 4,623 | $1.16M | 0.06% | +4,623 | New |
| Evergreen Wealth Solutions, LLC | 4,689 | $1.18M | 1.07% | +4,689 | New |
| Diamant Asset Management, Inc. | 4,695 | $1.18M | 0.86% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 4,700 | $1.18M | 1.26% | +1,700+56.7% | Added |
| Barden Capital Management, Inc. | 4,708 | $1.18M | 1.13% | +4,708 | New |
| Aigen Investment Management, LP | 5,163 | $1.19M | 0.07% | +5,163 | New |
| Choate Investment Advisors | 4,734 | $1.19M | 0.07% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 4,770 | $1.20M | 0.27% | +1,435+43.0% | Added |
| Harbour Investments, Inc. | 4,779 | $1.20M | 0.07% | −2,323−32.7% | Reduced |
| St. James Investment Company, LLC | 4,784 | $1.20M | 0.17% | +349+7.9% | Added |
| Lloyd Park, LLC | 4,802 | $1.21M | 0.96% | +4,802 | New |
| B. Riley Wealth Management, Inc. | 4,846 | $1.22M | 0.08% | +254+5.5% | Added |
| Caldwell Trust Co | 4,854 | $1.22M | 0.14% | +177+3.8% | Added |
| First Hawaiian Bank | 4,858 | $1.22M | 0.04% | +3,526+264.7% | Added |
| MidWestOne Financial Group, Inc. | 4,877 | $1.22M | 0.26% | +216+4.6% | Added |
| TBH Global Asset Management, LLC | 4,991 | $1.25M | 0.26% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 5,030 | $1.26M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,081 | $1.27M | 0.03% | +130+2.6% | Added |
| Lowe Brockenbrough & Co Inc | 5,095 | $1.28M | 0.09% | 00.0% | Unchanged |
| Cadence Bank NA | 5,100 | $1.28M | 0.35% | +195+4.0% | Added |
| Neumann Capital Management, LLC | 5,107 | $1.28M | 0.52% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,119 | $1.28M | 0.15% | +882+20.8% | Added |
| Raymond James Trust N.A. | 5,140 | $1.29M | 0.04% | +934+22.2% | Added |
| Fairbanks Capital Management, Inc. | 5,160 | $1.29M | 0.94% | +10.0% | Added |
| Lee Danner & Bass Inc | 5,181 | $1.30M | 0.11% | +1,011+24.2% | Added |
| Fiduciary Trust Co | 5,265 | $1.32M | 0.02% | −302−5.4% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.33M | 0.71% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 5,307 | $1.33M | 1.03% | +5,307 | New |
| CIBC Private Wealth Group, LLC | 5,354 | $1.34M | 0.00% | +3,723+228.3% | Added |
| Lipe & Dalton | 5,380 | $1.35M | 0.64% | −124−2.3% | Reduced |
| Ancora Advisors, LLC | 5,387 | $1.35M | 0.03% | +99+1.9% | Added |
| Advisor Partners LLC | 5,436 | $1.36M | 0.08% | +331+6.5% | Added |
| BKD Wealth Advisors, LLC | 5,471 | $1.37M | 0.06% | +416+8.2% | Added |
| MAI Capital Management | 5,535 | $1.39M | 0.02% | +3+0.1% | Added |
| Trust Investment Advisors | 5,561 | $1.40M | 1.10% | +71+1.3% | Added |
| Copeland Capital Management, LLC | 5,561 | $1.40M | 0.04% | +5,561 | New |
| Aberdeen Wealth Management LLC | 5,565 | $1.40M | 0.91% | +90+1.6% | Added |
| Malaga Cove Capital, LLC | 5,597 | $1.41M | 0.55% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,614 | $1.41M | 0.55% | +273+5.1% | Added |
| Brookstone Capital Management | 5,756 | $1.42M | 0.02% | +2,133+58.9% | Added |
| Brinker Capital Investments, LLC | 5,764 | $1.45M | 0.02% | +2,477+75.4% | Added |
| Wedbush Securities Inc | 5,841 | $1.47M | 0.06% | −38−0.6% | Reduced |
| Executive Wealth Management, LLC | 5,847 | $1.47M | 0.15% | +272+4.9% | Added |
| CIBC World Markets Corp | 5,855 | $1.47M | 0.01% | −3,630−38.3% | Reduced |
| Regal Investment Advisors LLC | 5,903 | $1.48M | 0.13% | +33+0.6% | Added |
| Capital Research Global Investors | 5,949 | $1.48M | 0.00% | −269,772−97.8% | Reduced |
| ETF Managers Group, LLC | 5,958 | $1.49M | 0.03% | +5,958 | New |
| Benedict Financial Advisors Inc | 5,924 | $1.49M | 0.39% | +14+0.2% | Added |
| Arrow Financial Corp | 5,938 | $1.49M | 0.18% | −941−13.7% | Reduced |
| Pinnacle Financial Partners Inc | 5,990 | $1.50M | 0.05% | −28−0.5% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.51M | 0.22% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,071 | $1.52M | 0.01% | +346+6.0% | Added |
| Oppenheimer & Co Inc | 6,102 | $1.53M | 0.03% | +124+2.1% | Added |
| Zevenbergen Capital Investments LLC | 6,120 | $1.54M | 0.03% | +1,310+27.2% | Added |
| AE Wealth Management LLC | 6,127 | $1.54M | 0.01% | −8,831−59.0% | Reduced |
| Brookfield Asset Management Inc. | 6,137 | $1.54M | 0.01% | +6,137 | New |
| Grace Capital | 6,150 | $1.54M | 0.92% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,167 | $1.55M | 0.02% | +569+10.2% | Added |
| Pathstone Family Office, LLC | 6,195 | $1.55M | 0.04% | +276+4.7% | Added |
| Garner Asset Management Corp | 6,203 | $1.56M | 0.65% | +40+0.6% | Added |
| Redwood Investments, LLC | 6,207 | $1.56M | 0.12% | −188−2.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,213 | $1.56M | 0.51% | 00.0% | Unchanged |
| JustInvest LLC | 6,213 | $1.56M | 0.09% | +4,046+186.7% | Added |
| Terra Nova Asset Management LLC | 6,226 | $1.56M | 1.17% | −147−2.3% | Reduced |
| Aevitas Wealth Management, Inc. | 6,358 | $1.60M | 0.95% | −31−0.5% | Reduced |
| We Are One Seven, LLC | 6,391 | $1.60M | 0.17% | +163+2.6% | Added |
| BDO Wealth Advisors, LLC | 6,608 | $1.66M | 0.18% | +193+3.0% | Added |
| Wambolt & Associates, LLC | 6,639 | $1.67M | 0.60% | +725+12.3% | Added |
| Marco Investment Management LLC | 6,655 | $1.67M | 0.16% | +53+0.8% | Added |
| Winton Group Ltd | 6,737 | $1.69M | 0.10% | +1,693+33.6% | Added |
| Ontario Teachers Pension Plan Board | 6,764 | $1.70M | 0.02% | +4,724+231.6% | Added |
| Regentatlantic Capital LLC | 6,792 | $1.71M | 0.05% | +174+2.6% | Added |
| Sigma Planning Corp | 6,802 | $1.71M | 0.05% | +23+0.3% | Added |
| Pflug Koory, LLC | 6,834 | $1.72M | 0.87% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,998 | $1.76M | 0.00% | −1,318−15.8% | Reduced |
| Condor Capital Management | 7,042 | $1.77M | 0.19% | +68+1.0% | Added |
| Quantitative Investment Management, LLC | 7,052 | $1.77M | 0.25% | +7,052 | New |
| Umb Bank N A | 7,056 | $1.77M | 0.02% | +390+5.9% | Added |
| American National Insurance Co | 7,075 | $1.78M | 0.39% | −51,673−88.0% | Reduced |
| Cross Staff Investments Inc | 7,094 | $1.78M | 1.59% | +7,094 | New |
| Bryn Mawr Trust Co | 7,170 | $1.80M | 0.06% | +1,902+36.1% | Added |
| Altrafin AG | 7,200 | $1.81M | 0.65% | +7,200 | New |
| IFP Advisors, Inc | 7,165 | $1.81M | 0.04% | +324+4.7% | Added |