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 |
|---|---|---|---|---|---|
| Old Port Advisors | 3,092 | $757.0K | 0.26% | −71−2.2% | Reduced |
| Patriot Investment Management Inc. | 3,018 | $757.0K | 0.06% | +180+6.3% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $753.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,986 | $749.0K | 0.00% | −432−12.6% | Reduced |
| Navalign, LLC | 2,965 | $744.0K | 0.30% | −31−1.0% | Reduced |
| Banque Cantonale Vaudoise | 2,946 | $739.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 2,923 | $734.0K | 0.09% | +36+1.2% | Added |
| Gilbert & Cook, Inc. | 2,836 | $712.0K | 0.11% | +328+13.1% | Added |
| Douglass Winthrop Advisors, LLC | 2,833 | $711.0K | 0.02% | −60−2.1% | Reduced |
| Perigon Wealth Management, LLC | 2,835 | $711.0K | 0.05% | +136+5.0% | Added |
| Benchmark Investment Advisors LLC | 2,830 | $710.0K | 0.59% | +2,830 | New |
| Resources Investment Advisors, LLC. | 2,809 | $705.0K | 0.03% | +20+0.7% | Added |
| Copperwynd Financial, LLC | 2,808 | $705.0K | 0.27% | +100+3.7% | Added |
| Assetmark, Inc | 2,794 | $701.0K | 0.00% | +1,292+86.0% | Added |
| Wealthfront Advisers LLC | 2,784 | $699.0K | 0.00% | +738+36.1% | Added |
| FDx Advisors, Inc. | 2,743 | $688.0K | 0.02% | +2,743 | New |
| Weik Capital Management | 2,730 | $685.0K | 0.26% | −35−1.3% | Reduced |
| Marion Wealth Management | 2,719 | $682.0K | 0.32% | +2,719 | New |
| Laidlaw Wealth Management LLC | 2,704 | $679.0K | 0.11% | −19−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,698 | $677.0K | 0.01% | −2,699−50.0% | Reduced |
| ASB Consultores, LLC | 2,692 | $676.0K | 0.33% | +2,692 | New |
| Prime Capital Investment Advisors, LLC | 2,691 | $675.0K | 0.04% | −24,240−90.0% | Reduced |
| Meeder Asset Management Inc | 2,682 | $673.0K | 0.07% | +573+27.2% | Added |
| Sequoia Financial Advisors, LLC | 2,678 | $672.0K | 0.02% | +58+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,667 | $669.0K | 0.03% | +51+1.9% | Added |
| IBM Retirement Fund | 2,658 | $667.0K | 0.08% | −1,908−41.8% | Reduced |
| Bragg Financial Advisors, Inc | 3,140 | $662.0K | 0.04% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,639 | $662.0K | 0.52% | +2,639 | New |
| Boston Family Office LLC | 2,630 | $660.0K | 0.04% | +184+7.5% | Added |
| Profund Advisors LLC | 2,616 | $657.0K | 0.02% | +286+12.3% | Added |
| Financial Advisory Corp | 2,612 | $656.0K | 0.32% | +2,612 | New |
| Tempus Wealth Planning, LLC | 2,605 | $654.0K | 0.35% | +63+2.5% | Added |
| Pensionfund DSM Netherlands | 2,600 | $653.0K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,597 | $651.8K | 0.08% | +1,075+70.6% | Added |
| Pearl River Capital, LLC | 2,570 | $645.0K | 0.17% | +2,570 | New |
| Cornerstone Advisory, LLC | 2,552 | $641.0K | 0.09% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 2,550 | $640.0K | 0.21% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,522 | $633.0K | 0.29% | +426+20.3% | Added |
| Vectors Research Management, LLC | 2,463 | $618.0K | 0.13% | +165+7.2% | Added |
| HNP Capital LLC | 2,463 | $618.0K | 0.14% | +165+7.2% | Added |
| Tributary Capital Management, LLC | 2,450 | $615.0K | 0.05% | −130−5.0% | Reduced |
| Lincoln National Corp | 2,439 | $612.0K | 0.01% | +14+0.6% | Added |
| Cozad Asset Management Inc | 2,416 | $606.0K | 0.09% | −430−15.1% | Reduced |
| Prelude Capital Management, LLC | 2,408 | $604.0K | 0.03% | −1,584−39.7% | Reduced |
| Arnhold LLC | 2,400 | $602.0K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,397 | $602.0K | 0.07% | +75+3.2% | Added |
| Greenleaf Trust | 2,393 | $601.0K | 0.01% | +447+23.0% | Added |
| 44 Wealth Management LLC | 2,391 | $600.0K | 0.21% | −40−1.6% | Reduced |
| Comerica Securities,inc. | 2,375 | $596.0K | 0.04% | +27+1.1% | Added |
| Cresset Asset Management, LLC | 2,369 | $595.0K | 0.01% | +415+21.2% | Added |
| Wilkinson Global Asset Management LLC | 2,350 | $590.0K | 0.03% | −18−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,352 | $590.0K | 0.04% | +120+5.4% | Added |
| Walleye Trading LLC | 2,345 | $589.0K | 0.01% | +2,345 | New |
| Little House Capital LLC | 2,337 | $587.0K | 0.31% | +108+4.8% | Added |
| Community Bank, N.A. | 2,325 | $584.0K | 0.07% | −100−4.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,327 | $584.0K | 0.05% | −61−2.6% | Reduced |
| Aureus Asset Management, LLC | 2,327 | $584.0K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,324 | $583.0K | 0.05% | −76,668−97.1% | Reduced |
| Heartland Bank & Trust Co | 2,320 | $582.0K | 0.43% | +2,320 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,316 | $581.0K | 0.01% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 2,298 | $577.0K | 0.20% | −210−8.4% | Reduced |
| Tufton Capital Management | 2,300 | $577.0K | 0.09% | +415+22.0% | Added |
| Jaffetilchin Investment Partners, LLC | 2,296 | $576.0K | 0.05% | −97−4.1% | Reduced |
| Empirical Finance, LLC | 2,292 | $575.0K | 0.07% | +808+54.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,272 | $570.0K | 0.03% | +589+35.0% | Added |
| DCM Advisors, LLC | 2,273 | $570.0K | 0.17% | +2,273 | New |
| Park National Corp | 2,260 | $567.0K | 0.02% | −62−2.7% | Reduced |
| Allred Capital Management, LLC | 2,256 | $566.0K | 0.27% | −18−0.8% | Reduced |
| Chicago Trust Co NA | 2,240 | $562.0K | 0.11% | −70−3.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,230 | $560.0K | 0.04% | +90+4.2% | Added |
| Cim Investment Mangement Inc | 2,229 | $559.0K | 0.17% | −40−1.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,227 | $558.0K | 0.06% | −90−3.9% | Reduced |
| Boston Trust Walden Corp | 2,217 | $556.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,200 | $552.0K | 0.18% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,180 | $547.0K | 0.34% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 2,145 | $546.0K | 0.09% | +2,145 | New |
| Guardian Capital Advisors LP | 2,200 | $546.0K | 0.05% | +2,200 | New |
| GSB Wealth Management, LLC | 2,172 | $545.0K | 0.16% | +672+44.8% | Added |
| Lokken Investment Group LLC | 2,161 | $542.0K | 0.39% | −35−1.6% | Reduced |
| Koshinski Asset Management, Inc. | 2,152 | $540.1K | 0.04% | −180−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,153 | $540.0K | 0.02% | −113−5.0% | Reduced |
| Menard Financial Group LLC | 2,131 | $535.0K | 0.44% | −125−5.5% | Reduced |
| Aries Wealth Management | 2,133 | $535.0K | 0.20% | +56+2.7% | Added |
| 1620 Investment Advisors, Inc. | 2,108 | $529.0K | 0.59% | +2,108 | New |
| Legacy Bridge, LLC | 2,105 | $528.0K | 0.28% | −60−2.8% | Reduced |
| Johnson Investment Counsel Inc | 2,102 | $528.0K | 0.01% | +66+3.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,091 | $525.0K | 0.02% | −3,178−60.3% | Reduced |
| Highlander Capital Management, LLC | 1,800 | $525.0K | 0.24% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,088 | $524.0K | 0.72% | +2,088 | New |
| Private Portfolio Partners LLC | 2,084 | $523.1K | 0.13% | −100−4.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,078 | $522.0K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,080 | $522.0K | 0.04% | +36+1.8% | Added |
| Vestcor Inc | 2,076 | $521.0K | 0.02% | −432−17.2% | Reduced |
| Wetherby Asset Management Inc | 2,074 | $520.0K | 0.03% | +133+6.9% | Added |
| Metis Global Partners, LLC | 2,072 | $520.0K | 0.14% | +2,072 | New |
| Silverlake Wealth Management LLC | 2,067 | $518.6K | 0.28% | +2,067 | New |
| Keebeck Wealth Management, LLC | 2,060 | $517.0K | 0.09% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 2,051 | $515.0K | 0.16% | +2,051 | New |
| Frontier Wealth Management LLC | 2,046 | $513.0K | 0.03% | +550+36.8% | Added |
| Colony Group LLC | 2,045 | $513.0K | 0.01% | +655+47.1% | Added |