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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| Vantage Financial Partners Ltd., Inc. | 1,350 | $339.0K | 0.17% | +1,350 | New |
| Financial Advisory Service, Inc. | 1,346 | $338.0K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,335 | $335.0K | 0.23% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,335 | $335.0K | 0.12% | +1,335 | New |
| Bluestein R H & Co | 1,327 | $333.0K | 0.01% | −453−25.4% | Reduced |
| Riverview Trust Co | 1,325 | $333.0K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,325 | $333.0K | 0.01% | +1,325 | New |
| Flagship Harbor Advisors, LLC | 1,323 | $332.0K | 0.03% | −32−2.4% | Reduced |
| Conning Inc. | 1,322 | $332.0K | 0.01% | +192+17.0% | Added |
| 9258 Wealth Management, LLC | 1,309 | $329.0K | 0.08% | −136−9.4% | Reduced |
| V Wealth Advisors LLC | 1,291 | $324.0K | 0.05% | −7−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,291 | $323.0K | 0.03% | +181+16.3% | Added |
| Intrua Financial, LLC | 1,274 | $320.0K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,270 | $319.0K | 0.02% | −62−4.7% | Reduced |
| Manchester Capital Management LLC | 1,273 | $319.0K | 0.04% | +473+59.1% | Added |
| Burns Matteson Capital Management, LLC | 1,271 | $319.0K | 0.22% | +1,271 | New |
| North Star Investment Management Corp. | 1,265 | $317.0K | 0.02% | −2,499−66.4% | Reduced |
| Clarius Group, LLC | 1,265 | $317.0K | 0.03% | +64+5.3% | Added |
| Accel Wealth Management | 1,250 | $314.0K | 0.15% | +153+13.9% | Added |
| Robertson Stephens Wealth Management, LLC | 1,246 | $312.0K | 0.03% | +1,246 | New |
| Kraematon Investment Advisors, Inc | 1,244 | $312.0K | 0.28% | +1,244 | New |
| Hills Bank & Trust Co | 1,238 | $311.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,228 | $308.0K | 0.01% | −78−6.0% | Reduced |
| NorthRock Partners, LLC | 1,229 | $308.0K | 0.02% | +167+15.7% | Added |
| Horizon Investments, LLC | 1,226 | $307.0K | 0.01% | +101+9.0% | Added |
| First Affirmative Financial Network | 1,204 | $302.0K | 0.28% | +200+19.9% | Added |
| Rise Advisors, LLC | 1,201 | $301.4K | 0.29% | +1,201 | New |
| Spirit of America Management Corp | 1,200 | $301.0K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,199 | $301.0K | 0.06% | +1,199 | New |
| Carlson Capital Management | 1,176 | $295.0K | 0.03% | +2+0.2% | Added |
| Vantage Consulting Group Inc | 1,172 | $294.0K | 0.08% | −40−3.3% | Reduced |
| ICW Investment Advisors LLC | 1,173 | $294.0K | 0.16% | −1−0.1% | Reduced |
| Syntax Advisors, LLC | 1,172 | $294.0K | 0.22% | +1,172 | New |
| Chatham Capital Group, Inc. | 1,165 | $292.0K | 0.05% | −125−9.7% | Reduced |
| NEXT Financial Group, Inc | 1,162 | $292.0K | 0.02% | +13+1.1% | Added |
| Summit X, LLC | 1,143 | $290.0K | 0.07% | −101−8.1% | Reduced |
| Monarch Capital Management Inc | 1,157 | $290.0K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,154 | $290.0K | 0.01% | +65+6.0% | Added |
| Searle & Co. | 1,150 | $289.0K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,142 | $287.0K | 0.01% | −67−5.5% | Reduced |
| Western Wealth Management, LLC | 1,143 | $287.0K | 0.03% | +1,143 | New |
| Buckley Wealth Management, LLC | 1,138 | $286.0K | 0.08% | +138+13.8% | Added |
| Moseley Investment Management Inc | 1,131 | $284.0K | 0.13% | −98−8.0% | Reduced |
| KRS Capital Management, LLC | 1,128 | $283.0K | 0.24% | +1,128 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,124 | $282.0K | 0.02% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,125 | $282.0K | 0.06% | +1,125 | New |
| Quantum Private Wealth, LLC | 1,125 | $282.0K | 0.11% | +1,125 | New |
| 3D/L Capital Management, LLC | 1,119 | $281.0K | 0.07% | +3+0.3% | Added |
| Shelton Capital Management | 1,109 | $278.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,103 | $277.0K | 0.07% | −5−0.5% | Reduced |
| Personal Capital Advisors Corp | 1,157 | $277.0K | 0.00% | +1,157 | New |
| Gulf International Bank (UK) Ltd | 1,094 | $274.0K | 0.00% | −300−21.5% | Reduced |
| Socha Financial Group, LLC | 1,090 | $273.6K | 0.21% | +1,090 | New |
| AXS Investments LLC | 1,087 | $273.0K | 0.06% | +1,087 | New |
| Fortitude Advisory Group L.L.C. | 1,555 | $270.0K | 0.14% | +1,555 | New |
| Tectonic Advisors LLC | 1,065 | $267.0K | 0.05% | +1,065 | New |
| NorthCrest Asset Manangement, LLC | 1,065 | $267.0K | 0.01% | +1,065 | New |
| Avidian Wealth Solutions, LLC | 1,058 | $266.0K | 0.02% | +1,058 | New |
| Gladstone Institutional Advisory LLC | 1,060 | $266.0K | 0.02% | +1,060 | New |
| Knuff & Co LLC | 1,057 | $265.0K | 0.08% | +20+1.9% | Added |
| Shelton Wealth Management, LLC | 1,056 | $265.0K | 0.21% | +1,056 | New |
| Callahan Advisors, LLC | 1,050 | $263.0K | 0.03% | −19−1.8% | Reduced |
| Welch Group, LLC | 1,041 | $261.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,034 | $259.0K | 0.00% | −12−1.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,031 | $259.0K | 0.14% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,029 | $258.0K | 0.00% | −14,580−93.4% | Reduced |
| Accurate Wealth Management, LLC | 154 | $258.0K | 0.21% | +43+38.7% | Added |
| McLean Asset Management Corp | 1,041 | $258.0K | 0.10% | +16+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,028 | $258.0K | 0.00% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,027 | $258.0K | 0.27% | +1,027 | New |
| Charter Research & Investment Group, Inc. | 1,030 | $258.0K | 0.20% | +1,030 | New |
| LBMC Investment Advisors, LLC | 1,025 | $257.0K | 0.02% | −89−8.0% | Reduced |
| West Bancorporation Inc | 1,025 | $257.0K | 0.20% | +1,025 | New |
| Trustcore Financial Services, LLC | 1,022 | $256.0K | 0.03% | +1+0.1% | Added |
| Apollon Wealth Management, LLC | 1,021 | $256.0K | 0.02% | +1,021 | New |
| M&R Capital Management Inc | 1,015 | $254.0K | 0.05% | +160+18.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,007 | $253.0K | 0.11% | +10+1.0% | Added |
| Caxton Associates LP | 1,008 | $253.0K | 0.03% | +1,008 | New |
| Goodwin Daniel L | 1,003 | $252.0K | 0.11% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,006 | $252.0K | 0.02% | +6+0.6% | Added |
| Wexford Capital LP | 1,006 | $252.0K | 0.03% | +1,006 | New |
| German American Bancorp, Inc. | 1,000 | $251.0K | 0.04% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $251.0K | 0.11% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $251.0K | 0.10% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $251.0K | 0.29% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,000 | $251.0K | 0.09% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $251.0K | 0.06% | +1,000 | New |
| Phoenix Holdings Ltd. | 997 | $250.0K | 0.00% | −42,198−97.7% | Reduced |
| Titleist Asset Management, Ltd. | 998 | $250.0K | 0.05% | +998 | New |
| SlateStone Wealth, LLC | 984 | $247.0K | 0.05% | +2+0.2% | Added |
| Proequities, Inc. | 976 | $245.0K | 0.01% | −233−19.3% | Reduced |
| Round Table Services, LLC | 978 | $245.0K | 0.05% | −100−9.3% | Reduced |
| AdvisorShares Investments LLC | 975 | $245.0K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 977 | $245.0K | 0.01% | +977 | New |
| Seneca Financial Advisors LLC | 972 | $244.0K | 0.14% | +972 | New |
| Knights of Columbus Asset Advisors LLC | 970 | $243.0K | 0.02% | −1,161−54.5% | Reduced |
| Engineers Gate Manager LP | 959 | $241.0K | 0.01% | −15,257−94.1% | Reduced |
| CAPROCK Group, Inc. | 960 | $241.0K | 0.02% | −324−25.2% | Reduced |
| Freestone Capital Holdings, LLC | 961 | $241.0K | 0.01% | +961 | New |
| Fisher Asset Management, LLC | 957 | $240.0K | 0.00% | +957 | New |