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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 48,857 | $12.2M | 0.04% | +13,098+36.6% | Added |
| Maple Capital Management, Inc. | 48,223 | $12.1M | 1.32% | +1,004+2.1% | Added |
| Grassi Investment Management | 47,574 | $11.9M | 1.20% | −700−1.5% | Reduced |
| Aviva PLC | 47,428 | $11.9M | 0.05% | −1,493−3.1% | Reduced |
| USS Investment Management Ltd | 47,020 | $11.8M | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 46,864 | $11.8M | 0.11% | −577−1.2% | Reduced |
| American International Group, Inc. | 46,763 | $11.7M | 0.06% | −1,606−3.3% | Reduced |
| South Street Advisors LLC | 46,755 | $11.7M | 2.05% | +993+2.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 46,268 | $11.6M | 0.02% | +46,268 | New |
| Arizona State Retirement System | 46,082 | $11.6M | 0.09% | −1,367−2.9% | Reduced |
| Cohen Capital Management, Inc. | 45,822 | $11.5M | 1.88% | 00.0% | Unchanged |
| Truist Financial Corp | 45,242 | $11.4M | 0.02% | −880−1.9% | Reduced |
| Calamos Wealth Management LLC | 45,213 | $11.3M | 0.83% | +654+1.5% | Added |
| AXA S.A. | 44,853 | $11.3M | 0.03% | +38,009+555.4% | Added |
| Cullen/Frost Bankers, Inc. | 44,818 | $11.2M | 0.21% | −1,533−3.3% | Reduced |
| Amalgamated Bank | 43,498 | $10.9M | 0.08% | −1,766−3.9% | Reduced |
| CCM Investment Advisers LLC | 43,245 | $10.9M | 1.32% | +25,753+147.2% | Added |
| Salem Investment Counselors Inc | 42,867 | $10.8M | 0.37% | +865+2.1% | Added |
| Sit Investment Associates Inc | 42,718 | $10.7M | 0.25% | +800+1.9% | Added |
| Bridgecreek Investment Management, LLC | 42,520 | $10.7M | 1.46% | +3,500+9.0% | Added |
| Old National Bancorp | 41,865 | $10.5M | 0.38% | −816−1.9% | Reduced |
| Reilly Financial Advisors, LLC | 41,596 | $10.4M | 0.78% | −6,408−13.3% | Reduced |
| State of Michigan Retirement System | 41,387 | $10.4M | 0.05% | −900−2.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 40,445 | $10.2M | 1.25% | +7,900+24.3% | Added |
| WealthPLAN Partners, LLC | 42,660 | $10.1M | 0.67% | +1,469+3.6% | Added |
| Washington Trust Bank | 39,487 | $9.91M | 0.96% | +442+1.1% | Added |
| Moors & Cabot, Inc. | 39,167 | $9.83M | 0.60% | +616+1.6% | Added |
| Exencial Wealth Advisors, LLC | 38,875 | $9.76M | 0.47% | +2,126+5.8% | Added |
| BTR Capital Management Inc | 38,504 | $9.66M | 1.09% | +67+0.2% | Added |
| Jacobs & Co | 38,415 | $9.64M | 1.00% | −410−1.1% | Reduced |
| Advisors Capital Management, LLC | 36,938 | $9.27M | 0.25% | −101,849−73.4% | Reduced |
| CIBC World Markets Inc. | 36,833 | $9.24M | 0.03% | −33−0.1% | Reduced |
| Lido Advisors, LLC | 36,985 | $9.22M | 0.18% | +5,546+17.6% | Added |
| MetLife Investment Management | 36,293 | $9.11M | 0.07% | −1,709−4.5% | Reduced |
| Massmutual Trust Co FSB | 36,173 | $9.08M | 0.34% | +2,101+6.2% | Added |
| Mutual of America Capital Management LLC | 36,087 | $9.06M | 0.09% | −2,173−5.7% | Reduced |
| Pinebridge Investments, L.P. | 35,193 | $8.83M | 0.09% | +2,116+6.4% | Added |
| Wisconsin Capital Management LLC | 34,871 | $8.75M | 3.60% | −400−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 34,795 | $8.73M | 0.96% | +1,654+5.0% | Added |
| Roffman Miller Associates Inc | 34,479 | $8.65M | 0.59% | +335+1.0% | Added |
| ProShare Advisors LLC | 34,460 | $8.65M | 0.02% | +2,615+8.2% | Added |
| Montag A & Associates Inc | 34,437 | $8.64M | 0.43% | −2,229−6.1% | Reduced |
| TD Waterhouse Canada Inc. | 30,547 | $8.59M | 0.08% | +30,547 | New |
| Los Angeles Capital Management LLC | 34,177 | $8.58M | 0.03% | −490−1.4% | Reduced |
| Capital Fund Management S.A. | 33,928 | $8.51M | 0.22% | −4,872−12.6% | Reduced |
| Boothe Investment Group, Inc. | 33,556 | $8.42M | 4.50% | +295+0.9% | Added |
| Bourgeon Capital Management LLC | 33,468 | $8.40M | 1.73% | +28+0.1% | Added |
| Logan Capital Management Inc | 33,344 | $8.37M | 0.36% | −259−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 33,450 | $8.35M | 0.02% | +6,954+26.2% | Added |
| Teacher Retirement System of Texas | 32,618 | $8.19M | 0.04% | −59,717−64.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 32,419 | $8.14M | 0.01% | +32,419 | New |
| First National Bank of Omaha | 31,800 | $7.98M | 0.38% | −1,251−3.8% | Reduced |
| Dillon & Associates Inc | 31,585 | $7.93M | 1.38% | +581+1.9% | Added |
| Cerity Partners LLC | 31,474 | $7.90M | 0.12% | +3,556+12.7% | Added |
| US Bancorp | 30,794 | $7.73M | 0.01% | −3,378−9.9% | Reduced |
| Canandaigua National Corp | 30,244 | $7.59M | 1.12% | −992−3.2% | Reduced |
| Primecap Management Co | 30,100 | $7.55M | 0.01% | +1,400+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,997 | $7.53M | 0.03% | +39+0.1% | Added |
| AQR Capital Management LLC | 30,098 | $7.52M | 0.01% | −28,871−49.0% | Reduced |
| First American Bank | 29,762 | $7.47M | 0.39% | +439+1.5% | Added |
| British Columbia Investment Management Corp | 29,629 | $7.44M | 0.04% | −1,778−5.7% | Reduced |
| AustralianSuper Pty Ltd | 29,149 | $7.42M | 0.04% | −21,876−42.9% | Reduced |
| Public Employees Retirement Association of Colorado | 29,288 | $7.35M | 0.03% | −643−2.1% | Reduced |
| Empire Life Investments Inc. | 29,162 | $7.32M | 0.45% | +134+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 28,560 | $7.17M | 0.12% | −555−1.9% | Reduced |
| Bartlett & Co. LLC | 28,560 | $7.17M | 0.12% | −555−1.9% | Reduced |
| BancorpSouth Bank | 28,534 | $7.16M | 0.89% | +608+2.2% | Added |
| Blair William & Co | 28,500 | $7.15M | 0.02% | −2,194−7.1% | Reduced |
| Landscape Capital Management, L.L.C. | 28,277 | $7.10M | 1.00% | +28,277 | New |
| Utah Retirement Systems | 28,273 | $7.10M | 0.09% | −700−2.4% | Reduced |
| Cullinan Associates Inc | 28,139 | $7.06M | 0.36% | −62−0.2% | Reduced |
| State of Tennessee, Treasury Department | 28,125 | $7.06M | 0.03% | −432−1.5% | Reduced |
| Kings Point Capital Management | 27,945 | $7.01M | 0.58% | −1,741−5.9% | Reduced |
| Narwhal Capital Management | 27,829 | $6.98M | 0.80% | −4,608−14.2% | Reduced |
| Oak Harvest Investment Services | 27,635 | $6.94M | 1.72% | +1,388+5.3% | Added |
| Panagora Asset Management Inc | 27,628 | $6.93M | 0.04% | +14,399+108.8% | Added |
| Picton Mahoney Asset Management | 27,500 | $6.90M | 0.25% | −6,095−18.1% | Reduced |
| Chartwell Investment Partners, LLC | 27,442 | $6.89M | 0.20% | +8,942+48.3% | Added |
| Public Sector Pension Investment Board | 27,406 | $6.88M | 0.04% | −1,415−4.9% | Reduced |
| Balyasny Asset Management LLC | 27,277 | $6.85M | 0.03% | −212,935−88.6% | Reduced |
| Scotia Capital Inc. | 26,956 | $6.76M | 0.04% | −12,902−32.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,594 | $6.67M | 0.06% | −43,876−62.3% | Reduced |
| DnB Asset Management AS | 26,277 | $6.59M | 0.04% | +612+2.4% | Added |
| Mariner, LLC | 26,075 | $6.54M | 0.03% | +6,401+32.5% | Added |
| Girard Partners Ltd. | 25,962 | $6.51M | 0.71% | +1,184+4.8% | Added |
| Telemus Capital, LLC | 25,833 | $6.48M | 0.52% | +2,923+12.8% | Added |
| Gotham Asset Management, LLC | 25,652 | $6.44M | 0.21% | −7,689−23.1% | Reduced |
| Sandy Spring Bank | 25,637 | $6.43M | 0.31% | −188−0.7% | Reduced |
| Industrial Alliance Investment Management Inc. | 25,518 | $6.40M | 0.15% | +25,518 | New |
| Cypress Capital Management LLC | 25,013 | $6.28M | 0.71% | +1,198+5.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,281 | $6.25M | 1.00% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 24,866 | $6.24M | 0.47% | +280+1.1% | Added |
| Cornerstone Capital, Inc. | 24,803 | $6.22M | 0.66% | +3,725+17.7% | Added |
| Gibraltar Capital Management, Inc. | 24,737 | $6.21M | 2.81% | −762−3.0% | Reduced |
| Pacific Global Investment Management CO | 24,634 | $6.18M | 1.14% | −150−0.6% | Reduced |
| Mackay Shields LLC | 24,584 | $6.17M | 0.05% | −1,297−5.0% | Reduced |
| Forsta Ap-Fonden | 24,500 | $6.15M | 0.06% | −3,400−12.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,997 | $6.02M | 0.07% | +23,534+5,082.9% | Added |
| State of Alaska, Department of Revenue | 23,778 | $5.97M | 0.06% | −2,050−7.9% | Reduced |
| Financial Counselors Inc | 23,602 | $5.92M | 0.12% | +4,553+23.9% | Added |