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 |
|---|---|---|---|---|---|
| Cox Capital Mgt LLC | 11,972 | $3.00M | 1.78% | +22+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,085 | $3.03M | 0.01% | +5,715+89.7% | Added |
| Maryland State Retirement & Pension System | 12,187 | $3.06M | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12,290 | $3.08M | 0.57% | +1,888+18.2% | Added |
| Soros Capital Management LLC | 12,316 | $3.09M | 0.84% | −4,258−25.7% | Reduced |
| Hedeker Wealth, LLC | 12,319 | $3.09M | 0.90% | −103−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 12,769 | $3.21M | 0.23% | +12,769 | New |
| Cornercap Investment Counsel Inc | 12,840 | $3.22M | 0.47% | −230−1.8% | Reduced |
| Elo Mutual Pension Insurance Co | 12,922 | $3.24M | 0.09% | +1,015+8.5% | Added |
| Allstate Corp | 13,066 | $3.28M | 0.06% | +9,857+307.2% | Added |
| Herbst Group, LLC | 13,067 | $3.28M | 2.02% | +13,067 | New |
| Fulton Bank, N.A. | 13,083 | $3.28M | 0.14% | +857+7.0% | Added |
| Linscomb & Williams, Inc. | 13,151 | $3.30M | 0.16% | +195+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,245 | $3.32M | 0.05% | +2,953+28.7% | Added |
| Commerce Bank | 13,318 | $3.34M | 0.02% | +562+4.4% | Added |
| Intellectus Partners, LLC | 13,341 | $3.35M | 0.85% | −284−2.1% | Reduced |
| Meridian Management Co | 13,377 | $3.36M | 0.97% | +171+1.3% | Added |
| Private Trust Co NA | 13,443 | $3.37M | 0.47% | −1,343−9.1% | Reduced |
| Moody National Bank Trust Division | 13,444 | $3.37M | 0.10% | −47,173−77.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 13,450 | $3.38M | 0.16% | +1,530+12.8% | Added |
| Banque Pictet & Cie SA | 13,454 | $3.38M | 0.02% | +134+1.0% | Added |
| Securian Asset Management, Inc | 13,576 | $3.41M | 0.06% | −473−3.4% | Reduced |
| Xcel Wealth Management, LLC | 13,649 | $3.42M | 0.88% | +880+6.9% | Added |
| Oregon Public Employees Retirement Fund | 13,676 | $3.43M | 0.04% | −500−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 13,715 | $3.44M | 0.06% | +9,066+195.0% | Added |
| Robbins Farley LLC | 13,719 | $3.44M | 2.54% | +295+2.2% | Added |
| Toth Financial Advisory Corp | 13,721 | $3.44M | 0.47% | −653−4.5% | Reduced |
| Stonnington Group, LLC | 13,861 | $3.50M | 0.75% | +225+1.7% | Added |
| Westpac Banking Corp | 13,983 | $3.51M | 0.04% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 14,103 | $3.54M | 0.57% | +366+2.7% | Added |
| Norinchukin Bank, The | 14,307 | $3.59M | 0.05% | −484−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 14,331 | $3.60M | 0.20% | −615−4.1% | Reduced |
| Hohimer Wealth Management, LLC | 14,338 | $3.60M | 0.76% | +72+0.5% | Added |
| AlphaCrest Capital Management LLC | 14,379 | $3.61M | 0.13% | +10,771+298.5% | Added |
| Beach Investment Counsel Inc | 14,397 | $3.61M | 0.48% | +14,397 | New |
| Sand Hill Global Advisors, LLC | 14,423 | $3.62M | 0.20% | +299+2.1% | Added |
| Alberta Investment Management Corp | 14,450 | $3.63M | 0.02% | +14,450 | New |
| Alerus Financial NA | 14,454 | $3.63M | 0.30% | +2,868+24.8% | Added |
| South Dakota Investment Council | 14,561 | $3.65M | 0.06% | +800+5.8% | Added |
| Capitolis Advisors LLC | 14,591 | $3.66M | 0.02% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 14,718 | $3.69M | 0.13% | −2,191−13.0% | Reduced |
| CX Institutional | 14,726 | $3.70M | 0.29% | +6,206+72.8% | Added |
| Dynamic Advisor Solutions LLC | 14,780 | $3.71M | 0.26% | +3,934+36.3% | Added |
| HBK Sorce Advisory LLC | 14,905 | $3.74M | 0.19% | −1,973−11.7% | Reduced |
| Cornerstone Advisors, LLC | 15,000 | $3.77M | 0.20% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,099 | $3.79M | 0.03% | +2,054+15.7% | Added |
| MRJ Capital Inc | 15,178 | $3.81M | 2.20% | −1,047−6.5% | Reduced |
| River Wealth Advisors LLC | 15,182 | $3.81M | 0.59% | +928+6.5% | Added |
| Univest Financial Corp | 15,250 | $3.83M | 0.97% | −43−0.3% | Reduced |
| Beck Capital Management, LLC | 15,304 | $3.84M | 1.19% | −448−2.8% | Reduced |
| Webster Bank, N. A. | 15,342 | $3.85M | 0.40% | −658−4.1% | Reduced |
| Spinnaker Trust | 15,404 | $3.87M | 0.25% | +70+0.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,424 | $3.87M | 0.95% | +7,712+100.0% | Added |
| Armstrong Shaw Associates Inc | 15,670 | $3.93M | 3.20% | 00.0% | Unchanged |
| Burney Co | 15,831 | $3.97M | 0.17% | −47−0.3% | Reduced |
| Private Wealth Partners, LLC | 15,955 | $4.00M | 0.34% | +4,585+40.3% | Added |
| Macquarie Group Ltd | 16,042 | $4.03M | 0.00% | −246,904−93.9% | Reduced |
| Hoylecohen, LLC | 16,053 | $4.03M | 0.34% | +427+2.7% | Added |
| Cypress Asset Management Inc | 16,099 | $4.04M | 0.96% | −266−1.6% | Reduced |
| Investment House LLC | 16,110 | $4.04M | 0.26% | −10,825−40.2% | Reduced |
| Oak Asset Management, LLC | 16,225 | $4.07M | 1.56% | +130+0.8% | Added |
| Synovus Financial Corp | 16,218 | $4.08M | 0.04% | −681−4.0% | Reduced |
| APG Asset Management N.V. | 18,564 | $4.10M | 0.01% | −8,200−30.6% | Reduced |
| Geneos Wealth Management Inc. | 16,326 | $4.10M | 0.16% | −5,545−25.4% | Reduced |
| Aviance Capital Partners, LLC | 16,622 | $4.17M | 0.70% | +757+4.8% | Added |
| Hartford Investment Management Co | 16,675 | $4.18M | 0.10% | +957+6.1% | Added |
| Kavar Capital Partners Group, LLC | 16,761 | $4.21M | 0.87% | +605+3.7% | Added |
| Cetera Advisor Networks LLC | 16,785 | $4.21M | 0.05% | −294−1.7% | Reduced |
| Creative Planning | 16,790 | $4.21M | 0.01% | −346−2.0% | Reduced |
| Cetera Investment Advisers | 16,863 | $4.23M | 0.06% | −970−5.4% | Reduced |
| CIBC Asset Management Inc | 16,932 | $4.25M | 0.02% | +560+3.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 16,981 | $4.26M | 0.94% | +7,198+73.6% | Added |
| National Asset Management, Inc. | 17,028 | $4.28M | 0.12% | −245−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,546 | $4.28M | 0.10% | −15,236−43.8% | Reduced |
| Citizens Business Bank | 17,211 | $4.32M | 0.53% | −394−2.2% | Reduced |
| Peddock Capital Advisors, LLC | 17,565 | $4.41M | 1.46% | +100+0.6% | Added |
| Wolverine Trading, LLC | 17,726 | $4.42M | 0.06% | −27,759−61.0% | Reduced |
| Parkside Investments, LLC | 17,640 | $4.43M | 0.85% | +140+0.8% | Added |
| Bogart Wealth, LLC | 17,813 | $4.47M | 0.40% | +3,593+25.3% | Added |
| Snowden Capital Advisors LLC | 17,892 | $4.49M | 0.23% | −406−2.2% | Reduced |
| Resources Management Corp | 18,172 | $4.56M | 0.59% | −369−2.0% | Reduced |
| Private Asset Management Inc | 18,206 | $4.57M | 0.56% | +176+1.0% | Added |
| Joho Capital LLC | 18,215 | $4.57M | 0.63% | 00.0% | Unchanged |
| Trust Co of Vermont | 18,250 | $4.58M | 0.29% | +689+3.9% | Added |
| St Germain D J Co Inc | 18,546 | $4.65M | 0.26% | +1,130+6.5% | Added |
| Metropolitan Life Insurance Co | 18,614 | $4.67M | 0.06% | −1,010−5.1% | Reduced |
| Nissay Asset Management Corp | 18,707 | $4.70M | 0.04% | +357+1.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 18,956 | $4.76M | 1.07% | −225−1.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $4.77M | 0.06% | −2,000−9.5% | Reduced |
| Andra AP-fonden | 19,100 | $4.79M | 0.10% | +10,100+112.2% | Added |
| Hantz Financial Services, Inc. | 19,128 | $4.80M | 0.14% | +266+1.4% | Added |
| Appleton Partners Inc | 19,375 | $4.86M | 0.37% | +2,271+13.3% | Added |
| Bailard, Inc. | 19,607 | $4.92M | 0.16% | +25+0.1% | Added |
| RNC Capital Management LLC | 19,651 | $4.93M | 0.24% | +5,710+41.0% | Added |
| Tredje AP-fonden | 19,672 | $4.94M | 0.10% | +1,672+9.3% | Added |
| Benson Investment Management Company, Inc. | 19,670 | $4.94M | 2.39% | +19,670 | New |
| Comerica Bank | 20,986 | $4.96M | 0.04% | −1,547−6.9% | Reduced |
| Renaissance Technologies LLC | 19,900 | $4.99M | 0.01% | −3,600−15.3% | Reduced |
| Avantax Advisory Services, Inc. | 19,958 | $5.01M | 0.08% | +1,964+10.9% | Added |
| Beecher Investors Inc | 20,158 | $5.06M | 6.13% | +20,158 | New |