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 |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 23,448 | $5.88M | 1.43% | +813+3.6% | Added |
| Tower Bridge Advisors | 23,430 | $5.88M | 0.36% | +35+0.1% | Added |
| NS Partners Ltd | 23,406 | $5.87M | 0.28% | −262−1.1% | Reduced |
| Jefferies Group LLC | 23,209 | $5.82M | 0.11% | +6,345+37.6% | Added |
| WealthBridge Investment Counsel Inc. | 23,010 | $5.78M | 2.45% | +100+0.4% | Added |
| Peapack Gladstone Financial Corp | 22,857 | $5.74M | 0.11% | +3,179+16.2% | Added |
| Liberty Capital Management, Inc. | 22,692 | $5.70M | 1.54% | −1,304−5.4% | Reduced |
| Texas Permanent School Fund | 22,657 | $5.69M | 0.07% | −3,337−12.8% | Reduced |
| Central Trust Co | 22,535 | $5.66M | 0.16% | −390−1.7% | Reduced |
| HGK Asset Management Inc | 22,445 | $5.63M | 1.74% | −154−0.7% | Reduced |
| Private Advisor Group, LLC | 22,099 | $5.55M | 0.04% | −8,004−26.6% | Reduced |
| Addison Capital Co | 22,064 | $5.54M | 2.48% | −182−0.8% | Reduced |
| Kestra Advisory Services, LLC | 21,991 | $5.52M | 0.06% | −2,591−10.5% | Reduced |
| Nomura Holdings Inc | 21,756 | $5.46M | 0.03% | +3,848+21.5% | Added |
| Yousif Capital Management, LLC | 21,541 | $5.41M | 0.06% | +21,541 | New |
| IFM Investors Pty Ltd | 21,522 | $5.40M | 0.10% | −371−1.7% | Reduced |
| ING Groep NV | 21,439 | $5.38M | 0.05% | +7,314+51.8% | Added |
| Scott Investment Partners LLP | 21,400 | $5.37M | 3.35% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 21,181 | $5.32M | 1.46% | +907+4.5% | Added |
| SG Americas Securities, LLC | 21,150 | $5.31M | 0.03% | +15,845+298.7% | Added |
| Townsend Asset Management Corp | 21,046 | $5.28M | 2.52% | +480+2.3% | Added |
| EULAV Asset Management | 21,004 | $5.27M | 0.13% | −27,996−57.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,004 | $5.27M | 0.14% | +21,004 | New |
| Robeco Institutional Asset Management B.V. | 20,916 | $5.25M | 0.01% | 00.0% | Unchanged |
| PFS Investments Inc. | 20,861 | $5.24M | 0.10% | +3,781+22.1% | Added |
| Alpha Omega Wealth Management LLC | 21,128 | $5.22M | 0.80% | −41−0.2% | Reduced |
| Autus Asset Management, LLC | 20,796 | $5.22M | 0.53% | +550+2.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,618 | $5.17M | 0.05% | −467−2.2% | Reduced |
| Thrivent Financial for Lutherans | 21,585 | $5.17M | 0.01% | −3,114−12.6% | Reduced |
| HBW Advisory Services LLC | 20,236 | $5.08M | 1.19% | +701+3.6% | Added |
| Rothschild & Co Asset Management US Inc. | 20,220 | $5.08M | 0.06% | +831+4.3% | Added |
| Seeyond | 20,209 | $5.07M | 0.47% | +2,812+16.2% | Added |
| Beecher Investors Inc | 20,158 | $5.06M | 6.13% | +20,158 | New |
| Avantax Advisory Services, Inc. | 19,958 | $5.01M | 0.08% | +1,964+10.9% | Added |
| Renaissance Technologies LLC | 19,900 | $4.99M | 0.01% | −3,600−15.3% | Reduced |
| Comerica Bank | 20,986 | $4.96M | 0.04% | −1,547−6.9% | Reduced |
| 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 |
| RNC Capital Management LLC | 19,651 | $4.93M | 0.24% | +5,710+41.0% | Added |
| Bailard, Inc. | 19,607 | $4.92M | 0.16% | +25+0.1% | Added |
| Appleton Partners Inc | 19,375 | $4.86M | 0.37% | +2,271+13.3% | Added |
| Hantz Financial Services, Inc. | 19,128 | $4.80M | 0.14% | +266+1.4% | Added |
| Andra AP-fonden | 19,100 | $4.79M | 0.10% | +10,100+112.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $4.77M | 0.06% | −2,000−9.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 18,956 | $4.76M | 1.07% | −225−1.2% | Reduced |
| Nissay Asset Management Corp | 18,707 | $4.70M | 0.04% | +357+1.9% | Added |
| Metropolitan Life Insurance Co | 18,614 | $4.67M | 0.06% | −1,010−5.1% | Reduced |
| St Germain D J Co Inc | 18,546 | $4.65M | 0.26% | +1,130+6.5% | Added |
| Trust Co of Vermont | 18,250 | $4.58M | 0.29% | +689+3.9% | Added |
| Joho Capital LLC | 18,215 | $4.57M | 0.63% | 00.0% | Unchanged |
| Private Asset Management Inc | 18,206 | $4.57M | 0.56% | +176+1.0% | Added |
| Resources Management Corp | 18,172 | $4.56M | 0.59% | −369−2.0% | Reduced |
| Snowden Capital Advisors LLC | 17,892 | $4.49M | 0.23% | −406−2.2% | Reduced |
| Bogart Wealth, LLC | 17,813 | $4.47M | 0.40% | +3,593+25.3% | Added |
| Parkside Investments, LLC | 17,640 | $4.43M | 0.85% | +140+0.8% | Added |
| Wolverine Trading, LLC | 17,726 | $4.42M | 0.06% | −27,759−61.0% | Reduced |
| Peddock Capital Advisors, LLC | 17,565 | $4.41M | 1.46% | +100+0.6% | Added |
| Citizens Business Bank | 17,211 | $4.32M | 0.53% | −394−2.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,546 | $4.28M | 0.10% | −15,236−43.8% | Reduced |
| National Asset Management, Inc. | 17,028 | $4.28M | 0.12% | −245−1.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 16,981 | $4.26M | 0.94% | +7,198+73.6% | Added |
| CIBC Asset Management Inc | 16,932 | $4.25M | 0.02% | +560+3.4% | Added |
| Cetera Investment Advisers | 16,863 | $4.23M | 0.06% | −970−5.4% | Reduced |
| Creative Planning | 16,790 | $4.21M | 0.01% | −346−2.0% | Reduced |
| Cetera Advisor Networks LLC | 16,785 | $4.21M | 0.05% | −294−1.7% | Reduced |
| Kavar Capital Partners Group, LLC | 16,761 | $4.21M | 0.87% | +605+3.7% | Added |
| Hartford Investment Management Co | 16,675 | $4.18M | 0.10% | +957+6.1% | Added |
| Aviance Capital Partners, LLC | 16,622 | $4.17M | 0.70% | +757+4.8% | Added |
| Geneos Wealth Management Inc. | 16,326 | $4.10M | 0.16% | −5,545−25.4% | Reduced |
| APG Asset Management N.V. | 18,564 | $4.10M | 0.01% | −8,200−30.6% | Reduced |
| Synovus Financial Corp | 16,218 | $4.08M | 0.04% | −681−4.0% | Reduced |
| Oak Asset Management, LLC | 16,225 | $4.07M | 1.56% | +130+0.8% | Added |
| Investment House LLC | 16,110 | $4.04M | 0.26% | −10,825−40.2% | Reduced |
| Cypress Asset Management Inc | 16,099 | $4.04M | 0.96% | −266−1.6% | Reduced |
| Hoylecohen, LLC | 16,053 | $4.03M | 0.34% | +427+2.7% | Added |
| Macquarie Group Ltd | 16,042 | $4.03M | 0.00% | −246,904−93.9% | Reduced |
| Private Wealth Partners, LLC | 15,955 | $4.00M | 0.34% | +4,585+40.3% | Added |
| Burney Co | 15,831 | $3.97M | 0.17% | −47−0.3% | Reduced |
| Armstrong Shaw Associates Inc | 15,670 | $3.93M | 3.20% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 15,424 | $3.87M | 0.95% | +7,712+100.0% | Added |
| Spinnaker Trust | 15,404 | $3.87M | 0.25% | +70+0.5% | Added |
| Webster Bank, N. A. | 15,342 | $3.85M | 0.40% | −658−4.1% | Reduced |
| Beck Capital Management, LLC | 15,304 | $3.84M | 1.19% | −448−2.8% | Reduced |
| Univest Financial Corp | 15,250 | $3.83M | 0.97% | −43−0.3% | Reduced |
| River Wealth Advisors LLC | 15,182 | $3.81M | 0.59% | +928+6.5% | Added |
| MRJ Capital Inc | 15,178 | $3.81M | 2.20% | −1,047−6.5% | Reduced |
| MML Investors Services, LLC | 15,099 | $3.79M | 0.03% | +2,054+15.7% | Added |
| Cornerstone Advisors, LLC | 15,000 | $3.77M | 0.20% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,905 | $3.74M | 0.19% | −1,973−11.7% | Reduced |
| Dynamic Advisor Solutions LLC | 14,780 | $3.71M | 0.26% | +3,934+36.3% | Added |
| CX Institutional | 14,726 | $3.70M | 0.29% | +6,206+72.8% | Added |
| Pictet & Cie (Europe) SA | 14,718 | $3.69M | 0.13% | −2,191−13.0% | Reduced |
| Capitolis Advisors LLC | 14,591 | $3.66M | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 14,561 | $3.65M | 0.06% | +800+5.8% | Added |
| Alerus Financial NA | 14,454 | $3.63M | 0.30% | +2,868+24.8% | Added |
| Alberta Investment Management Corp | 14,450 | $3.63M | 0.02% | +14,450 | New |
| Sand Hill Global Advisors, LLC | 14,423 | $3.62M | 0.20% | +299+2.1% | Added |
| Beach Investment Counsel Inc | 14,397 | $3.61M | 0.48% | +14,397 | New |
| AlphaCrest Capital Management LLC | 14,379 | $3.61M | 0.13% | +10,771+298.5% | Added |
| Hohimer Wealth Management, LLC | 14,338 | $3.60M | 0.76% | +72+0.5% | Added |