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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 8,549 | $2.15M | 0.02% | −6,158−41.9% | Reduced |
| Fernwood Investment Management, LLC | 8,500 | $2.13M | 0.70% | +134+1.6% | Added |
| Silvercrest Asset Management Group LLC | 8,463 | $2.12M | 0.01% | −550−6.1% | Reduced |
| Triangle Securities Wealth Management | 8,239 | $2.07M | 0.65% | +97+1.2% | Added |
| Occidental Asset Management, LLC | 8,222 | $2.06M | 0.49% | +545+7.1% | Added |
| Independent Solutions Wealth Management, LLC | 8,195 | $2.06M | 0.49% | −26−0.3% | Reduced |
| Cambria Investment Management, L.P. | 8,052 | $2.02M | 0.34% | −603−7.0% | Reduced |
| Baldwin Investment Management, LLC | 8,039 | $2.02M | 0.53% | +50+0.6% | Added |
| Achmea Investment Management B.V. | 7,938 | $1.99M | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,920 | $1.99M | 0.08% | +550+7.5% | Added |
| GWM Advisors LLC | 7,905 | $1.98M | 0.03% | +3,164+66.7% | Added |
| TriaGen Wealth Management LLC | 7,885 | $1.98M | 0.98% | −7,894−50.0% | Reduced |
| Citizens National Bank Trust Department | 7,830 | $1.97M | 0.75% | +845+12.1% | Added |
| Laurel Wealth Advisors, Inc. | 7,798 | $1.96M | 0.15% | −172−2.2% | Reduced |
| American Portfolios Advisors | 7,710 | $1.94M | 0.07% | +202+2.7% | Added |
| Great Lakes Advisors, LLC | 7,681 | $1.93M | 0.03% | −1,940−20.2% | Reduced |
| FineMark National Bank & Trust | 7,661 | $1.92M | 0.07% | −53−0.7% | Reduced |
| SWS Partners | 7,652 | $1.92M | 1.09% | +186+2.5% | Added |
| Burns J W & Co Inc | 7,599 | $1.91M | 0.28% | −110−1.4% | Reduced |
| Hudson Canyon Capital Management | 7,567 | $1.90M | 1.38% | +987+15.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.90M | 0.02% | −4,000−34.6% | Reduced |
| Altavista Wealth Management, Inc. | 7,554 | $1.90M | 0.38% | +446+6.3% | Added |
| Bahl & Gaynor Inc | 7,527 | $1.89M | 0.01% | −439−5.5% | Reduced |
| Two Sigma Investments, LP | 7,517 | $1.89M | 0.00% | +7,517 | New |
| National Bank of Canada | 7,498 | $1.88M | 0.01% | +7,498 | New |
| Gs Investments, Inc. | 7,485 | $1.88M | 0.91% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,457 | $1.87M | 0.06% | +502+7.2% | Added |
| Hoertkorn Richard Charles | 7,400 | $1.86M | 0.75% | −100−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,390 | $1.85M | 0.04% | −251−3.3% | Reduced |
| LaFleur & Godfrey LLC | 7,259 | $1.82M | 0.23% | −240−3.2% | Reduced |
| Guardian Capital LP | 7,255 | $1.82M | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,241 | $1.82M | 0.34% | +108+1.5% | Added |
| IFP Advisors, Inc | 7,165 | $1.81M | 0.04% | +324+4.7% | Added |
| Altrafin AG | 7,200 | $1.81M | 0.65% | +7,200 | New |
| Bryn Mawr Trust Co | 7,170 | $1.80M | 0.06% | +1,902+36.1% | Added |
| Cross Staff Investments Inc | 7,094 | $1.78M | 1.59% | +7,094 | New |
| American National Insurance Co | 7,075 | $1.78M | 0.39% | −51,673−88.0% | Reduced |
| Umb Bank N A | 7,056 | $1.77M | 0.02% | +390+5.9% | Added |
| Quantitative Investment Management, LLC | 7,052 | $1.77M | 0.25% | +7,052 | New |
| Condor Capital Management | 7,042 | $1.77M | 0.19% | +68+1.0% | Added |
| Allianz Asset Management GmbH | 6,998 | $1.76M | 0.00% | −1,318−15.8% | Reduced |
| Pflug Koory, LLC | 6,834 | $1.72M | 0.87% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,802 | $1.71M | 0.05% | +23+0.3% | Added |
| Regentatlantic Capital LLC | 6,792 | $1.71M | 0.05% | +174+2.6% | Added |
| Ontario Teachers Pension Plan Board | 6,764 | $1.70M | 0.02% | +4,724+231.6% | Added |
| Winton Group Ltd | 6,737 | $1.69M | 0.10% | +1,693+33.6% | Added |
| Marco Investment Management LLC | 6,655 | $1.67M | 0.16% | +53+0.8% | Added |
| Wambolt & Associates, LLC | 6,639 | $1.67M | 0.60% | +725+12.3% | Added |
| BDO Wealth Advisors, LLC | 6,608 | $1.66M | 0.18% | +193+3.0% | Added |
| We Are One Seven, LLC | 6,391 | $1.60M | 0.17% | +163+2.6% | Added |
| Aevitas Wealth Management, Inc. | 6,358 | $1.60M | 0.95% | −31−0.5% | Reduced |
| Terra Nova Asset Management LLC | 6,226 | $1.56M | 1.17% | −147−2.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,213 | $1.56M | 0.51% | 00.0% | Unchanged |
| JustInvest LLC | 6,213 | $1.56M | 0.09% | +4,046+186.7% | Added |
| Redwood Investments, LLC | 6,207 | $1.56M | 0.12% | −188−2.9% | Reduced |
| Garner Asset Management Corp | 6,203 | $1.56M | 0.65% | +40+0.6% | Added |
| Pathstone Family Office, LLC | 6,195 | $1.55M | 0.04% | +276+4.7% | Added |
| Oppenheimer Asset Management Inc. | 6,167 | $1.55M | 0.02% | +569+10.2% | Added |
| Grace Capital | 6,150 | $1.54M | 0.92% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 6,137 | $1.54M | 0.01% | +6,137 | New |
| AE Wealth Management LLC | 6,127 | $1.54M | 0.01% | −8,831−59.0% | Reduced |
| Zevenbergen Capital Investments LLC | 6,120 | $1.54M | 0.03% | +1,310+27.2% | Added |
| Oppenheimer & Co Inc | 6,102 | $1.53M | 0.03% | +124+2.1% | Added |
| Glenmede Trust Co NA | 6,071 | $1.52M | 0.01% | +346+6.0% | Added |
| Miller Investment Management, LP | 6,000 | $1.51M | 0.22% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,990 | $1.50M | 0.05% | −28−0.5% | Reduced |
| Arrow Financial Corp | 5,938 | $1.49M | 0.18% | −941−13.7% | Reduced |
| Benedict Financial Advisors Inc | 5,924 | $1.49M | 0.39% | +14+0.2% | Added |
| ETF Managers Group, LLC | 5,958 | $1.49M | 0.03% | +5,958 | New |
| Capital Research Global Investors | 5,949 | $1.48M | 0.00% | −269,772−97.8% | Reduced |
| Regal Investment Advisors LLC | 5,903 | $1.48M | 0.13% | +33+0.6% | Added |
| CIBC World Markets Corp | 5,855 | $1.47M | 0.01% | −3,630−38.3% | Reduced |
| Executive Wealth Management, LLC | 5,847 | $1.47M | 0.15% | +272+4.9% | Added |
| Wedbush Securities Inc | 5,841 | $1.47M | 0.06% | −38−0.6% | Reduced |
| Brinker Capital Investments, LLC | 5,764 | $1.45M | 0.02% | +2,477+75.4% | Added |
| Brookstone Capital Management | 5,756 | $1.42M | 0.02% | +2,133+58.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,614 | $1.41M | 0.55% | +273+5.1% | Added |
| Malaga Cove Capital, LLC | 5,597 | $1.41M | 0.55% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,565 | $1.40M | 0.91% | +90+1.6% | Added |
| Trust Investment Advisors | 5,561 | $1.40M | 1.10% | +71+1.3% | Added |
| Copeland Capital Management, LLC | 5,561 | $1.40M | 0.04% | +5,561 | New |
| MAI Capital Management | 5,535 | $1.39M | 0.02% | +3+0.1% | Added |
| BKD Wealth Advisors, LLC | 5,471 | $1.37M | 0.06% | +416+8.2% | Added |
| Advisor Partners LLC | 5,436 | $1.36M | 0.08% | +331+6.5% | Added |
| Ancora Advisors, LLC | 5,387 | $1.35M | 0.03% | +99+1.9% | Added |
| Lipe & Dalton | 5,380 | $1.35M | 0.64% | −124−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 5,354 | $1.34M | 0.00% | +3,723+228.3% | Added |
| Peak Financial Advisors LLC | 5,307 | $1.33M | 1.03% | +5,307 | New |
| Shelter Ins Retirement Plan | 5,300 | $1.33M | 0.71% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,265 | $1.32M | 0.02% | −302−5.4% | Reduced |
| Lee Danner & Bass Inc | 5,181 | $1.30M | 0.11% | +1,011+24.2% | Added |
| Fairbanks Capital Management, Inc. | 5,160 | $1.29M | 0.94% | +10.0% | Added |
| Raymond James Trust N.A. | 5,140 | $1.29M | 0.04% | +934+22.2% | Added |
| Jacobi Capital Management LLC | 5,119 | $1.28M | 0.15% | +882+20.8% | Added |
| Neumann Capital Management, LLC | 5,107 | $1.28M | 0.52% | 00.0% | Unchanged |
| Cadence Bank NA | 5,100 | $1.28M | 0.35% | +195+4.0% | Added |
| Lowe Brockenbrough & Co Inc | 5,095 | $1.28M | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,081 | $1.27M | 0.03% | +130+2.6% | Added |
| Shapiro Capital Management LLC | 5,030 | $1.26M | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,991 | $1.25M | 0.26% | 00.0% | Unchanged |