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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 4,877 | $1.22M | 0.26% | +216+4.6% | Added |
| First Hawaiian Bank | 4,858 | $1.22M | 0.04% | +3,526+264.7% | Added |
| Caldwell Trust Co | 4,854 | $1.22M | 0.14% | +177+3.8% | Added |
| B. Riley Wealth Management, Inc. | 4,846 | $1.22M | 0.08% | +254+5.5% | Added |
| Lloyd Park, LLC | 4,802 | $1.21M | 0.96% | +4,802 | New |
| St. James Investment Company, LLC | 4,784 | $1.20M | 0.17% | +349+7.9% | Added |
| Harbour Investments, Inc. | 4,779 | $1.20M | 0.07% | −2,323−32.7% | Reduced |
| Haverford Financial Services, Inc. | 4,770 | $1.20M | 0.27% | +1,435+43.0% | Added |
| Choate Investment Advisors | 4,734 | $1.19M | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,163 | $1.19M | 0.07% | +5,163 | New |
| Barden Capital Management, Inc. | 4,708 | $1.18M | 1.13% | +4,708 | New |
| Community Capital Management, Inc. | 4,700 | $1.18M | 1.26% | +1,700+56.7% | Added |
| Diamant Asset Management, Inc. | 4,695 | $1.18M | 0.86% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,689 | $1.18M | 1.07% | +4,689 | New |
| Keybank National Association | 4,621 | $1.16M | 0.00% | +588+14.6% | Added |
| Forum Financial Management, LP | 4,623 | $1.16M | 0.06% | +4,623 | New |
| Haverford Trust Co | 4,601 | $1.16M | 0.01% | +2,084+82.8% | Added |
| FORA Capital, LLC | 4,563 | $1.15M | 0.44% | +3,238+244.4% | Added |
| Venture Visionary Partners LLC | 4,549 | $1.14M | 0.07% | +285+6.7% | Added |
| Dana Investment Advisors, Inc. | 4,532 | $1.14M | 0.05% | +372+8.9% | Added |
| Kistler-Tiffany Companies, LLC | 4,480 | $1.12M | 0.22% | +25+0.6% | Added |
| Transcend Wealth Collective, LLC | 4,469 | $1.12M | 0.10% | −37−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,472 | $1.12M | 0.07% | +200+4.7% | Added |
| Byrne Asset Management LLC | 4,458 | $1.12M | 0.72% | +4,458 | New |
| Ballast, Inc. | 4,448 | $1.12M | 0.43% | +391+9.6% | Added |
| Herold Advisors, Inc. | 4,425 | $1.11M | 0.43% | 00.0% | Unchanged |
| Pendal Group Limited | 4,423 | $1.11M | 0.01% | +2,282+106.6% | Added |
| Vestmark Advisory Solutions, Inc. | 4,403 | $1.10M | 0.06% | +994+29.2% | Added |
| Intact Investment Management Inc. | 4,400 | $1.10M | 0.03% | −1,000−18.5% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.10M | 0.87% | −258−5.5% | Reduced |
| Cetera Advisors LLC | 4,383 | $1.10M | 0.02% | −1,573−26.4% | Reduced |
| Veritable, L.P. | 4,345 | $1.09M | 0.02% | +458+11.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,330 | $1.09M | 0.10% | −27−0.6% | Reduced |
| 17 Capital Partners, LLC | 4,314 | $1.08M | 0.99% | +4,314 | New |
| Hutchens & Kramer Investment Management Group, LLC | 4,632 | $1.05M | 0.67% | +4,632 | New |
| Illinois Municipal Retirement Fund | 4,161 | $1.04M | 0.03% | +1,066+34.4% | Added |
| Piscataqua Savings Bank | 4,149 | $1.04M | 0.82% | −147−3.4% | Reduced |
| Diametric Capital, LP | 4,143 | $1.04M | 0.80% | +695+20.2% | Added |
| Cinctive Capital Management LP | 4,118 | $1.03M | 0.05% | +2,784+208.7% | Added |
| ELCO Management Co., LLC | 4,104 | $1.03M | 0.74% | 00.0% | Unchanged |
| Franklin Street Capital Partners, LLC | 4,067 | $1.02M | 4.75% | −52,933−92.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,064 | $1.02M | 0.31% | +640+18.7% | Added |
| Procyon Private Wealth Partners, LLC | 4,029 | $1.01M | 0.22% | +1,170+40.9% | Added |
| Meiji Yasuda Life Insurance Co | 4,023 | $1.01M | 0.02% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,999 | $1.00M | 0.23% | −234−5.5% | Reduced |
| HC Financial Advisors Inc | 3,971 | $997.0K | 0.55% | +602+17.9% | Added |
| Delta Financial Advisors LLC | 3,883 | $975.0K | 0.40% | +81+2.1% | Added |
| LVW Advisors, LLC | 3,882 | $974.0K | 0.17% | −300−7.2% | Reduced |
| Bamco Inc | 3,835 | $962.0K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,857 | $962.0K | 0.06% | +64+1.7% | Added |
| Laraway Financial Inc | 3,830 | $960.0K | 0.86% | +3,830 | New |
| Oak Ridge Investments LLC | 3,801 | $954.0K | 0.08% | −178−4.5% | Reduced |
| Cigna Investments Inc | 3,765 | $945.0K | 0.07% | −1,398−27.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,735 | $937.0K | 0.10% | +1,327+55.1% | Added |
| CWM, LLC | 3,723 | $934.0K | 0.01% | +3,723 | New |
| Mirabella Financial Services LLP | 3,720 | $934.0K | 0.10% | +3,720 | New |
| Tudor Investment Corp Et Al | 3,698 | $928.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,686 | $925.0K | 0.03% | −561−13.2% | Reduced |
| Toroso Investments, LLC | 3,641 | $914.0K | 0.03% | +635+21.1% | Added |
| Essex Financial Services, Inc. | 3,638 | $913.0K | 0.09% | −220−5.7% | Reduced |
| Parsons Capital Management Inc | 3,635 | $912.0K | 0.07% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,578 | $909.0K | 0.43% | −102−2.8% | Reduced |
| Ausdal Financial Partners, Inc. | 3,621 | $909.0K | 0.12% | −46−1.3% | Reduced |
| CSS LLC | 3,605 | $901.0K | 0.04% | 00.0% | Unchanged |
| Finivi Inc. | 3,589 | $900.8K | 0.95% | +3,589 | New |
| Resource Management, LLC | 3,571 | $896.0K | 0.09% | −419−10.5% | Reduced |
| SFMG, LLC | 3,571 | $896.0K | 0.09% | −308−7.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,523 | $884.0K | 0.29% | −45−1.3% | Reduced |
| Wealth Advisors, Inc. | 3,500 | $878.0K | 0.30% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,498 | $878.0K | 0.04% | −38−1.1% | Reduced |
| Price Michael F | 3,500 | $878.0K | 0.10% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 3,475 | $872.0K | 0.06% | +1,611+86.4% | Added |
| Meridian Financial Partners LLC | 3,582 | $870.0K | 0.59% | +196+5.8% | Added |
| Signet Investment Advisory Group, Inc. | 3,443 | $864.0K | 0.49% | +351+11.4% | Added |
| Meridian Investment Counsel Inc. | 3,420 | $858.0K | 0.29% | +55+1.6% | Added |
| Bank Hapoalim BM | 3,415 | $857.0K | 0.09% | −10−0.3% | Reduced |
| Forte Capital LLC | 3,408 | $855.0K | 0.11% | +36+1.1% | Added |
| Ameritas Advisory Services, LLC | 3,402 | $854.0K | 0.03% | +3,402 | New |
| Koss-Olinger Consulting, LLC | 3,400 | $853.0K | 0.13% | +1,885+124.4% | Added |
| Boston Private Wealth LLC | 3,396 | $852.0K | 0.01% | +341+11.2% | Added |
| International Assets Investment Management, LLC | 3,384 | $849.0K | 0.15% | −241−6.6% | Reduced |
| Exchange Capital Management, Inc. | 3,337 | $838.0K | 0.15% | −43−1.3% | Reduced |
| Pitcairn Co | 3,324 | $834.0K | 0.05% | −133−3.8% | Reduced |
| Vident Investment Advisory, LLC | 3,323 | $834.0K | 0.02% | +44+1.3% | Added |
| Eads & Heald Wealth Management | 3,310 | $831.0K | 0.36% | −60−1.8% | Reduced |
| Platform Technology Partners | 3,307 | $830.0K | 0.36% | −815−19.8% | Reduced |
| Atlas Brown,Inc. | 3,306 | $830.0K | 0.32% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 3,290 | $825.7K | 0.66% | +3,290 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,275 | $822.0K | 0.13% | +10.0% | Added |
| Argent Trust Co | 3,259 | $817.0K | 0.05% | −119−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 3,357 | $813.0K | 0.05% | +52+1.6% | Added |
| Brown Advisory Inc | 3,210 | $806.0K | 0.00% | −42−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 3,201 | $803.0K | 0.01% | +3,201 | New |
| Planning Directions Inc | 3,172 | $796.0K | 0.53% | +58+1.9% | Added |
| Chemung Canal Trust Co | 3,139 | $788.0K | 0.14% | −122−3.7% | Reduced |
| Mirador Capital Partners LP | 3,084 | $774.0K | 0.16% | +1,000+48.0% | Added |
| Sciencast Management LP | 3,044 | $774.0K | 0.14% | +3,044 | New |
| TLWM | 3,052 | $766.0K | 0.26% | +108+3.7% | Added |
| Park Avenue Securities LLC | 3,050 | $765.0K | 0.01% | +539+21.5% | Added |
| First Horizon Advisors, Inc. | 3,041 | $763.0K | 0.02% | +383+14.4% | Added |