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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 7,241 | $1.82M | 0.34% | +108+1.5% | Added |
| Guardian Capital LP | 7,255 | $1.82M | 0.04% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 7,259 | $1.82M | 0.23% | −240−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,390 | $1.85M | 0.04% | −251−3.3% | Reduced |
| Hoertkorn Richard Charles | 7,400 | $1.86M | 0.75% | −100−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 7,457 | $1.87M | 0.06% | +502+7.2% | Added |
| Gs Investments, Inc. | 7,485 | $1.88M | 0.91% | 00.0% | Unchanged |
| National Bank of Canada | 7,498 | $1.88M | 0.01% | +7,498 | New |
| Two Sigma Investments, LP | 7,517 | $1.89M | 0.00% | +7,517 | New |
| Bahl & Gaynor Inc | 7,527 | $1.89M | 0.01% | −439−5.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.90M | 0.02% | −4,000−34.6% | Reduced |
| Altavista Wealth Management, Inc. | 7,554 | $1.90M | 0.38% | +446+6.3% | Added |
| Hudson Canyon Capital Management | 7,567 | $1.90M | 1.38% | +987+15.0% | Added |
| Burns J W & Co Inc | 7,599 | $1.91M | 0.28% | −110−1.4% | Reduced |
| SWS Partners | 7,652 | $1.92M | 1.09% | +186+2.5% | Added |
| FineMark National Bank & Trust | 7,661 | $1.92M | 0.07% | −53−0.7% | Reduced |
| Great Lakes Advisors, LLC | 7,681 | $1.93M | 0.03% | −1,940−20.2% | Reduced |
| American Portfolios Advisors | 7,710 | $1.94M | 0.07% | +202+2.7% | Added |
| Laurel Wealth Advisors, Inc. | 7,798 | $1.96M | 0.15% | −172−2.2% | Reduced |
| Citizens National Bank Trust Department | 7,830 | $1.97M | 0.75% | +845+12.1% | Added |
| TriaGen Wealth Management LLC | 7,885 | $1.98M | 0.98% | −7,894−50.0% | Reduced |
| GWM Advisors LLC | 7,905 | $1.98M | 0.03% | +3,164+66.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,920 | $1.99M | 0.08% | +550+7.5% | Added |
| Achmea Investment Management B.V. | 7,938 | $1.99M | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,039 | $2.02M | 0.53% | +50+0.6% | Added |
| Cambria Investment Management, L.P. | 8,052 | $2.02M | 0.34% | −603−7.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,195 | $2.06M | 0.49% | −26−0.3% | Reduced |
| Occidental Asset Management, LLC | 8,222 | $2.06M | 0.49% | +545+7.1% | Added |
| Triangle Securities Wealth Management | 8,239 | $2.07M | 0.65% | +97+1.2% | Added |
| Silvercrest Asset Management Group LLC | 8,463 | $2.12M | 0.01% | −550−6.1% | Reduced |
| Fernwood Investment Management, LLC | 8,500 | $2.13M | 0.70% | +134+1.6% | Added |
| Pacer Advisors, Inc. | 8,549 | $2.15M | 0.02% | −6,158−41.9% | Reduced |
| Captrust Financial Advisors | 8,583 | $2.15M | 0.01% | +119+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,689 | $2.18M | 0.01% | +27+0.3% | Added |
| West Oak Capital, LLC | 8,785 | $2.21M | 0.81% | +25+0.3% | Added |
| Archon Partners LLC | 8,900 | $2.23M | 0.27% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,905 | $2.23M | 0.00% | +7,064+383.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,980 | $2.24M | 0.03% | +8,980 | New |
| Bessemer Group Inc | 8,939 | $2.24M | 0.00% | +335+3.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,065 | $2.27M | 1.82% | −25−0.3% | Reduced |
| Horizon Wealth Management, LLC | 9,136 | $2.29M | 0.67% | +9,136 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,234 | $2.30M | 0.03% | +288+3.2% | Added |
| Outfitter Financial LLC | 9,180 | $2.30M | 1.69% | +100+1.1% | Added |
| Mercer Global Advisors Inc | 9,183 | $2.31M | 0.01% | +1,264+16.0% | Added |
| Wunderlich Capital Managemnt | 9,202 | $2.31M | 1.03% | +151+1.7% | Added |
| Pantheon Investment Group, LLC | 9,139 | $2.31M | 1.82% | −955−9.5% | Reduced |
| HCR Wealth Advisors | 9,219 | $2.31M | 0.36% | −5−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,236 | $2.32M | 0.11% | +268+3.0% | Added |
| Capital Analysts, LLC | 9,342 | $2.35M | 0.14% | +325+3.6% | Added |
| Van Hulzen Asset Management, LLC | 9,386 | $2.36M | 0.26% | −1,000−9.6% | Reduced |
| Advisory Research Inc | 9,387 | $2.36M | 0.19% | +152+1.6% | Added |
| Cobblestone Capital Advisors LLC | 9,407 | $2.36M | 0.15% | −6−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 9,426 | $2.37M | 0.06% | −727−7.2% | Reduced |
| Griffin Asset Management, Inc. | 9,458 | $2.37M | 0.29% | −20−0.2% | Reduced |
| Old Second National Bank of Aurora | 11,324 | $2.39M | 0.71% | +10,718+1,768.6% | Added |
| Stableford Capital II LLC | 9,982 | $2.40M | 1.01% | +1,232+14.1% | Added |
| Bangor Savings Bank | 9,567 | $2.40M | 0.23% | +406+4.4% | Added |
| Ninety One North America, Inc. | 9,571 | $2.40M | 0.08% | −381−3.8% | Reduced |
| WD Rutherford LLC | 9,670 | $2.43M | 1.23% | −130−1.3% | Reduced |
| Oliver Luxxe Assets LLC | 9,711 | $2.44M | 0.62% | +144+1.5% | Added |
| Daiwa Securities Group Inc. | 9,795 | $2.46M | 0.01% | +46+0.5% | Added |
| Essex Investment Management Co LLC | 9,810 | $2.46M | 0.28% | −7,577−43.6% | Reduced |
| Kingsview Wealth Management, LLC | 9,877 | $2.48M | 0.10% | +418+4.4% | Added |
| Kentucky Retirement Systems | 9,888 | $2.48M | 0.10% | +140+1.4% | Added |
| Advisory Services Network, LLC | 10,048 | $2.52M | 0.07% | +621+6.6% | Added |
| TD Private Client Wealth LLC | 10,190 | $2.56M | 0.11% | +632+6.6% | Added |
| Xponance, Inc. | 10,242 | $2.57M | 0.04% | +1,802+21.4% | Added |
| Coastal Investment Advisors, Inc. | 10,268 | $2.58M | 0.57% | −1,554−13.1% | Reduced |
| Belpointe Asset Management LLC | 10,293 | $2.58M | 0.16% | +1,534+17.5% | Added |
| Louisiana State Employees Retirement System | 10,300 | $2.58M | 0.06% | −200−1.9% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.58M | 0.67% | 00.0% | Unchanged |
| Atria Investments LLC | 10,308 | $2.59M | 0.05% | +5,054+96.2% | Added |
| New Mexico Educational Retirement Board | 10,321 | $2.59M | 0.09% | −700−6.4% | Reduced |
| Northstar Asset Management LLC | 10,323 | $2.59M | 0.61% | −100−1.0% | Reduced |
| People's United Financial, Inc. | 10,339 | $2.60M | 0.06% | −295−2.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,440 | $2.62M | 1.25% | −1,141−9.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,585 | $2.66M | 0.06% | −10−0.1% | Reduced |
| TownSquare Capital, LLC | 10,597 | $2.66M | 0.07% | +1,128+11.9% | Added |
| Candriam Luxembourg S.C.A. | 10,775 | $2.70M | 0.02% | −2,874−21.1% | Reduced |
| HM Payson & Co | 10,775 | $2.70M | 0.06% | −791−6.8% | Reduced |
| Altman Advisors, Inc. | 11,250 | $2.71M | 1.65% | +328+3.0% | Added |
| Stratos Wealth Partners, LTD. | 10,859 | $2.73M | 0.06% | +1,979+22.3% | Added |
| Ar Asset Management Inc | 10,875 | $2.73M | 0.69% | 00.0% | Unchanged |
| City Holding Co | 12,732 | $2.75M | 0.46% | −677−5.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,940 | $2.75M | 0.09% | +10,940 | New |
| Level Four Advisory Services, LLC | 10,962 | $2.75M | 0.21% | +159+1.5% | Added |
| Sargent Bickham Lagudis LLC | 10,999 | $2.76M | 0.21% | +2,026+22.6% | Added |
| Farmers Trust Co | 11,233 | $2.82M | 0.58% | −52−0.5% | Reduced |
| Vista Investment Management | 11,316 | $2.84M | 1.54% | +203+1.8% | Added |
| Cubist Systematic Strategies, LLC | 11,370 | $2.85M | 0.03% | −84,815−88.2% | Reduced |
| SAM Advisors, LLC | 11,629 | $2.86M | 1.31% | +571+5.2% | Added |
| Palisade Capital Management LLC | 11,500 | $2.89M | 0.06% | −20−0.2% | Reduced |
| Coastline Trust Co | 11,525 | $2.89M | 0.33% | +240+2.1% | Added |
| Caption Management, LLC | 11,550 | $2.90M | 0.18% | +5,050+77.7% | Added |
| Audent Global Asset Management, LLC | 11,581 | $2.91M | 1.22% | +11,581 | New |
| Spire Wealth Management | 11,689 | $2.93M | 0.07% | +3,382+40.7% | Added |
| Group One Trading, L.P. | 11,707 | $2.94M | 0.06% | +11,707 | New |
| Northcape Wealth Management, LLC | 11,752 | $2.95M | 0.99% | +11,752 | New |
| Atlantic Union Bankshares Corp | 11,773 | $2.96M | 0.25% | +1,470+14.3% | Added |
| Storebrand Asset Management AS | 11,808 | $2.96M | 0.01% | +787+7.1% | Added |