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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 14,331 | $3.60M | 0.20% | −615−4.1% | Reduced |
| Norinchukin Bank, The | 14,307 | $3.59M | 0.05% | −484−3.3% | Reduced |
| Patton Albertson Miller Group, LLC | 14,103 | $3.54M | 0.57% | +366+2.7% | Added |
| Westpac Banking Corp | 13,983 | $3.51M | 0.04% | 00.0% | Unchanged |
| Stonnington Group, LLC | 13,861 | $3.50M | 0.75% | +225+1.7% | Added |
| Toth Financial Advisory Corp | 13,721 | $3.44M | 0.47% | −653−4.5% | Reduced |
| Robbins Farley LLC | 13,719 | $3.44M | 2.54% | +295+2.2% | Added |
| Tower Research Capital LLC (TRC) | 13,715 | $3.44M | 0.06% | +9,066+195.0% | Added |
| Oregon Public Employees Retirement Fund | 13,676 | $3.43M | 0.04% | −500−3.5% | Reduced |
| Xcel Wealth Management, LLC | 13,649 | $3.42M | 0.88% | +880+6.9% | Added |
| Securian Asset Management, Inc | 13,576 | $3.41M | 0.06% | −473−3.4% | Reduced |
| Banque Pictet & Cie SA | 13,454 | $3.38M | 0.02% | +134+1.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 13,450 | $3.38M | 0.16% | +1,530+12.8% | Added |
| Moody National Bank Trust Division | 13,444 | $3.37M | 0.10% | −47,173−77.8% | Reduced |
| Private Trust Co NA | 13,443 | $3.37M | 0.47% | −1,343−9.1% | Reduced |
| Meridian Management Co | 13,377 | $3.36M | 0.97% | +171+1.3% | Added |
| Intellectus Partners, LLC | 13,341 | $3.35M | 0.85% | −284−2.1% | Reduced |
| Commerce Bank | 13,318 | $3.34M | 0.02% | +562+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 13,245 | $3.32M | 0.05% | +2,953+28.7% | Added |
| Linscomb & Williams, Inc. | 13,151 | $3.30M | 0.16% | +195+1.5% | Added |
| Fulton Bank, N.A. | 13,083 | $3.28M | 0.14% | +857+7.0% | 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 |
| Elo Mutual Pension Insurance Co | 12,922 | $3.24M | 0.09% | +1,015+8.5% | Added |
| Cornercap Investment Counsel Inc | 12,840 | $3.22M | 0.47% | −230−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 12,769 | $3.21M | 0.23% | +12,769 | New |
| 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 |
| Valley National Advisers Inc | 12,290 | $3.08M | 0.57% | +1,888+18.2% | Added |
| Maryland State Retirement & Pension System | 12,187 | $3.06M | 0.08% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,085 | $3.03M | 0.01% | +5,715+89.7% | Added |
| Cox Capital Mgt LLC | 11,972 | $3.00M | 1.78% | +22+0.2% | Added |
| Storebrand Asset Management AS | 11,808 | $2.96M | 0.01% | +787+7.1% | Added |
| Atlantic Union Bankshares Corp | 11,773 | $2.96M | 0.25% | +1,470+14.3% | Added |
| Northcape Wealth Management, LLC | 11,752 | $2.95M | 0.99% | +11,752 | New |
| Group One Trading, L.P. | 11,707 | $2.94M | 0.06% | +11,707 | New |
| Spire Wealth Management | 11,689 | $2.93M | 0.07% | +3,382+40.7% | Added |
| Audent Global Asset Management, LLC | 11,581 | $2.91M | 1.22% | +11,581 | New |
| Caption Management, LLC | 11,550 | $2.90M | 0.18% | +5,050+77.7% | Added |
| Coastline Trust Co | 11,525 | $2.89M | 0.33% | +240+2.1% | Added |
| Palisade Capital Management LLC | 11,500 | $2.89M | 0.06% | −20−0.2% | Reduced |
| SAM Advisors, LLC | 11,629 | $2.86M | 1.31% | +571+5.2% | Added |
| Cubist Systematic Strategies, LLC | 11,370 | $2.85M | 0.03% | −84,815−88.2% | Reduced |
| Vista Investment Management | 11,316 | $2.84M | 1.54% | +203+1.8% | Added |
| Farmers Trust Co | 11,233 | $2.82M | 0.58% | −52−0.5% | Reduced |
| Sargent Bickham Lagudis LLC | 10,999 | $2.76M | 0.21% | +2,026+22.6% | Added |
| Level Four Advisory Services, LLC | 10,962 | $2.75M | 0.21% | +159+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 10,940 | $2.75M | 0.09% | +10,940 | New |
| City Holding Co | 12,732 | $2.75M | 0.46% | −677−5.0% | Reduced |
| Ar Asset Management Inc | 10,875 | $2.73M | 0.69% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,859 | $2.73M | 0.06% | +1,979+22.3% | Added |
| Altman Advisors, Inc. | 11,250 | $2.71M | 1.65% | +328+3.0% | Added |
| Candriam Luxembourg S.C.A. | 10,775 | $2.70M | 0.02% | −2,874−21.1% | Reduced |
| HM Payson & Co | 10,775 | $2.70M | 0.06% | −791−6.8% | Reduced |
| TownSquare Capital, LLC | 10,597 | $2.66M | 0.07% | +1,128+11.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,585 | $2.66M | 0.06% | −10−0.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,440 | $2.62M | 1.25% | −1,141−9.9% | Reduced |
| People's United Financial, Inc. | 10,339 | $2.60M | 0.06% | −295−2.8% | Reduced |
| Northstar Asset Management LLC | 10,323 | $2.59M | 0.61% | −100−1.0% | Reduced |
| New Mexico Educational Retirement Board | 10,321 | $2.59M | 0.09% | −700−6.4% | Reduced |
| Atria Investments LLC | 10,308 | $2.59M | 0.05% | +5,054+96.2% | Added |
| Louisiana State Employees Retirement System | 10,300 | $2.58M | 0.06% | −200−1.9% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.58M | 0.67% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,293 | $2.58M | 0.16% | +1,534+17.5% | Added |
| Coastal Investment Advisors, Inc. | 10,268 | $2.58M | 0.57% | −1,554−13.1% | Reduced |
| Xponance, Inc. | 10,242 | $2.57M | 0.04% | +1,802+21.4% | Added |
| TD Private Client Wealth LLC | 10,190 | $2.56M | 0.11% | +632+6.6% | Added |
| Advisory Services Network, LLC | 10,048 | $2.52M | 0.07% | +621+6.6% | Added |
| Kentucky Retirement Systems | 9,888 | $2.48M | 0.10% | +140+1.4% | Added |
| Kingsview Wealth Management, LLC | 9,877 | $2.48M | 0.10% | +418+4.4% | Added |
| Essex Investment Management Co LLC | 9,810 | $2.46M | 0.28% | −7,577−43.6% | Reduced |
| Daiwa Securities Group Inc. | 9,795 | $2.46M | 0.01% | +46+0.5% | Added |
| Oliver Luxxe Assets LLC | 9,711 | $2.44M | 0.62% | +144+1.5% | Added |
| WD Rutherford LLC | 9,670 | $2.43M | 1.23% | −130−1.3% | Reduced |
| Ninety One North America, Inc. | 9,571 | $2.40M | 0.08% | −381−3.8% | Reduced |
| Bangor Savings Bank | 9,567 | $2.40M | 0.23% | +406+4.4% | Added |
| Stableford Capital II LLC | 9,982 | $2.40M | 1.01% | +1,232+14.1% | Added |
| Old Second National Bank of Aurora | 11,324 | $2.39M | 0.71% | +10,718+1,768.6% | Added |
| Griffin Asset Management, Inc. | 9,458 | $2.37M | 0.29% | −20−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,426 | $2.37M | 0.06% | −727−7.2% | Reduced |
| Cobblestone Capital Advisors LLC | 9,407 | $2.36M | 0.15% | −6−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 9,386 | $2.36M | 0.26% | −1,000−9.6% | Reduced |
| Advisory Research Inc | 9,387 | $2.36M | 0.19% | +152+1.6% | Added |
| Capital Analysts, LLC | 9,342 | $2.35M | 0.14% | +325+3.6% | Added |
| Kestra Private Wealth Services, LLC | 9,236 | $2.32M | 0.11% | +268+3.0% | Added |
| Pantheon Investment Group, LLC | 9,139 | $2.31M | 1.82% | −955−9.5% | Reduced |
| HCR Wealth Advisors | 9,219 | $2.31M | 0.36% | −5−0.1% | Reduced |
| Wunderlich Capital Managemnt | 9,202 | $2.31M | 1.03% | +151+1.7% | Added |
| Mercer Global Advisors Inc | 9,183 | $2.31M | 0.01% | +1,264+16.0% | Added |
| Outfitter Financial LLC | 9,180 | $2.30M | 1.69% | +100+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,234 | $2.30M | 0.03% | +288+3.2% | Added |
| Horizon Wealth Management, LLC | 9,136 | $2.29M | 0.67% | +9,136 | New |
| Private Harbour Investment Management & Counsel, LLC | 9,065 | $2.27M | 1.82% | −25−0.3% | Reduced |
| Bessemer Group Inc | 8,939 | $2.24M | 0.00% | +335+3.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,980 | $2.24M | 0.03% | +8,980 | New |
| Marshall Wace, LLP | 8,905 | $2.23M | 0.00% | +7,064+383.7% | Added |
| Archon Partners LLC | 8,900 | $2.23M | 0.27% | 00.0% | Unchanged |
| West Oak Capital, LLC | 8,785 | $2.21M | 0.81% | +25+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,689 | $2.18M | 0.01% | +27+0.3% | Added |
| Captrust Financial Advisors | 8,583 | $2.15M | 0.01% | +119+1.4% | Added |