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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 959 | $240.0K | 0.01% | +959 | New |
| Wealth Architects, LLC | 955 | $240.0K | 0.04% | +955 | New |
| Evergreen Capital Management LLC | 953 | $239.0K | 0.01% | +953 | New |
| Equitable Holdings, Inc. | 941 | $236.0K | 0.00% | +941 | New |
| Hemenway Trust Co LLC | 933 | $234.0K | 0.02% | +933 | New |
| EPG Wealth Management LLC | 932 | $234.0K | 0.08% | +932 | New |
| Cohen Investment Advisors LLC | 931 | $234.0K | 0.17% | +931 | New |
| GraniteShares Advisors LLC | 931 | $233.0K | 0.11% | +931 | New |
| Monetary Management Group Inc | 925 | $232.0K | 0.06% | 00.0% | Unchanged |
| Baxter Bros Inc | 925 | $232.0K | 0.03% | +925 | New |
| Soltis Investment Advisors LLC | 925 | $232.0K | 0.03% | +925 | New |
| Axxcess Wealth Management, LLC | 925 | $232.0K | 0.02% | +925 | New |
| Modus Advisors, LLC | 918 | $230.0K | 0.10% | −223−19.5% | Reduced |
| Albion Financial Group | 912 | $229.0K | 0.02% | +667+272.2% | Added |
| First National Bank & Trust Co of Newtown | 913 | $229.0K | 0.04% | +913 | New |
| Ethic Inc. | 907 | $228.0K | 0.02% | +907 | New |
| CoreCap Advisors, LLC | 903 | $227.0K | 0.02% | +903 | New |
| Creative Financial Designs Inc | 894 | $224.0K | 0.03% | −7−0.8% | Reduced |
| Inscription Capital, LLC | 890 | $223.0K | 0.06% | +890 | New |
| Seelaus Asset Management LLC | 885 | $222.0K | 0.12% | +885 | New |
| DuPont Capital Management Corp | 876 | $220.0K | 0.01% | −905−50.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 876 | $220.0K | 0.00% | −198−18.4% | Reduced |
| Thoroughbred Financial Services, LLC | 880 | $220.0K | 0.05% | +880 | New |
| Purus Wealth Management, LLC | 868 | $218.0K | 0.14% | +868 | New |
| Benin Management CORP | 860 | $216.0K | 0.07% | +860 | New |
| Pinnacle Wealth Planning Services, Inc. | 860 | $216.0K | 0.04% | +860 | New |
| Buckingham Strategic Wealth, LLC | 856 | $215.0K | 0.00% | −135−13.6% | Reduced |
| Sonata Capital Group Inc | 850 | $213.0K | 0.09% | −400−32.0% | Reduced |
| Boothbay Fund Management, LLC | 847 | $213.0K | 0.01% | +847 | New |
| CCG Wealth Management, LLC | 838 | $210.0K | 0.11% | +838 | New |
| 180 Wealth Advisors, LLC | 867 | $209.0K | 0.05% | −51−5.6% | Reduced |
| Investment Partners, Ltd. | 834 | $209.0K | 0.09% | +834 | New |
| Focus Financial Network, Inc. | 827 | $207.6K | 0.03% | +827 | New |
| Compton Capital Management Inc | 825 | $207.0K | 0.05% | +825 | New |
| Strategic Blueprint, LLC | 824 | $207.0K | 0.03% | +824 | New |
| Green Square Capital Advisors LLC | 818 | $205.0K | 0.04% | +818 | New |
| Quantinno Capital Management LP | 818 | $205.0K | 0.04% | +818 | New |
| Franklin Street Advisors Inc | 812 | $204.0K | 0.02% | +812 | New |
| Bokf, NA | 806 | $202.0K | 0.00% | +806 | New |
| Financial Council Asset Management Inc | 806 | $202.0K | 0.24% | +806 | New |
| Stockman Wealth Management, Inc. | 800 | $201.0K | 0.04% | +800 | New |
| Perpetual Investment Management Ltd | 800 | $201.0K | 0.02% | +800 | New |
| Evoke Wealth, LLC | 758 | $190.0K | 0.01% | +389+105.4% | Added |
| Amplius Wealth Advisors, LLC | 745 | $186.0K | 0.03% | +745 | New |
| Crescent Capital Consulting, LLC | 735 | $184.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $182.0K | 0.12% | 00.0% | Unchanged |
| Central Bank & Trust Co | 711 | $178.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 698 | $175.0K | 0.02% | +36+5.4% | Added |
| Lindbrook Capital, LLC | 670 | $168.0K | 0.03% | +6+0.9% | Added |
| Archer Investment Corp | 667 | $167.4K | 0.06% | +17+2.6% | Added |
| EverSource Wealth Advisors, LLC | 653 | $164.0K | 0.05% | +653 | New |
| Smithfield Trust Co | 645 | $161.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $159.0K | 0.00% | −208−24.6% | Reduced |
| Cordasco Financial Network | 629 | $158.0K | 0.10% | −39−5.8% | Reduced |
| Fortis Advisors, LLC | 631 | $158.0K | 0.09% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 623 | $156.0K | 0.03% | −408−39.6% | Reduced |
| Barrett Asset Management, LLC | 623 | $156.0K | 0.01% | +368+144.3% | Added |
| AdvisorNet Financial, Inc | 590 | $148.0K | 0.01% | −35−5.6% | Reduced |
| City State Bank | 589 | $148.0K | 0.09% | +589 | New |
| Tevis Investment Management | 570 | $148.0K | 0.13% | +570 | New |
| Rosenberg Matthew Hamilton | 567 | $142.0K | 0.05% | +9+1.6% | Added |
| Newfound Research LLC | 540 | $136.0K | 0.16% | +540 | New |
| Tobam | 535 | $134.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 513 | $129.0K | 0.03% | −119−18.8% | Reduced |
| Washington Trust Advisors, Inc. | 506 | $127.0K | 0.01% | +506 | New |
| Optimum Investment Advisors | 500 | $125.0K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $125.0K | 0.07% | +500 | New |
| Missouri Trust & Investment Co | 500 | $125.0K | 0.07% | +500 | New |
| Vestor Capital, LLC | 480 | $120.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 471 | $118.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 461 | $116.0K | 0.08% | −309−40.1% | Reduced |
| First Pacific Advisors, LP | 451 | $113.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 430 | $108.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 425 | $107.0K | 0.05% | 00.0% | Unchanged |
| TAP Consulting, LLC | 409 | $103.0K | 0.02% | +409 | New |
| Washington Trust Co | 405 | $102.0K | 0.00% | −79−16.3% | Reduced |
| Financial Perspectives, Inc | 400 | $100.4K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $100.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 400 | $100.0K | 0.02% | +400 | New |
| MUFG Securities EMEA plc | 391 | $98.0K | 0.00% | −75,000−99.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 392 | $98.0K | 0.00% | −10−2.5% | Reduced |
| South State Corp. | 390 | $98.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 385 | $97.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 365 | $92.0K | 0.13% | +365 | New |
| United Community Bank | 358 | $89.8K | 0.09% | +358 | New |
| Richwood Investment Advisors, LLC | 345 | $87.0K | 0.08% | +345 | New |
| TSFG, LLC | 343 | $86.0K | 0.03% | +6+1.8% | Added |
| Alpha Paradigm Partners, LLC | 330 | $83.0K | 0.03% | +330 | New |
| Parkside Financial Bank & Trust | 323 | $81.0K | 0.02% | +74+29.7% | Added |
| Pin Oak Investment Advisors Inc | 318 | $80.0K | 0.08% | +78+32.5% | Added |
| Ellis Investment Partners, LLC | 317 | $79.0K | 0.02% | +1+0.3% | Added |
| Concord Wealth Partners | 310 | $78.0K | 0.02% | +67+27.6% | Added |
| Castleview Partners, LLC | 19,073 | $76.0K | 0.00% | +19,073 | New |
| Clean Yield Group | 300 | $75.0K | 0.02% | −100−25.0% | Reduced |
| Hall Laurie J Trustee | 300 | $75.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 290 | $73.0K | 0.03% | +290 | New |
| Farmers & Merchants Investments Inc | 288 | $72.0K | 0.00% | +23+8.7% | Added |
| Global Trust Asset Management, LLC | 280 | $70.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 277 | $70.0K | 0.00% | +277 | New |
| FourThought Financial, LLC | 271 | $68.0K | 0.01% | −123−31.2% | Reduced |