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 |
|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 2,035 | $511.0K | 0.23% | +2,035 | New |
| Ballentine Partners, LLC | 2,027 | $509.0K | 0.02% | +3+0.1% | Added |
| Legacy Wealth Management, LLC | 2,000 | $501.9K | 0.26% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 1,998 | $501.0K | 0.00% | −18−0.9% | Reduced |
| IHT Wealth Management, LLC | 1,997 | $501.0K | 0.04% | +53+2.7% | Added |
| Clare Market Investments LLC | 1,993 | $500.3K | 0.14% | +4+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,984 | $498.0K | 0.12% | +1,984 | New |
| Beaumont Financial Partners, LLC | 1,979 | $497.0K | 0.04% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,976 | $496.0K | 0.20% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,972 | $494.0K | 0.06% | +1,972 | New |
| ProVise Management Group, LLC | 1,963 | $493.0K | 0.04% | −326−14.2% | Reduced |
| Texas Yale Capital Corp. | 1,954 | $490.0K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,945 | $488.0K | 0.15% | −54−2.7% | Reduced |
| Spinnaker Investment Group, LLC | 2,001 | $486.0K | 0.17% | +2,001 | New |
| Swiss Life Asset Management Ltd | 1,923 | $483.2K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,925 | $483.0K | 0.09% | +225+13.2% | Added |
| Westover Capital Advisors, LLC | 1,923 | $483.0K | 0.14% | +1,923 | New |
| Independent Financial Group, LLC | 1,925 | $483.0K | 0.04% | +42+2.2% | Added |
| Retirement Planning Co of New England, Inc. | 1,922 | $482.0K | 0.23% | +1,922 | New |
| RDA Financial Network | 1,917 | $481.0K | 0.20% | +28+1.5% | Added |
| CNB Bank | 1,912 | $480.0K | 0.26% | +238+14.2% | Added |
| Wade G W & Inc | 1,905 | $478.0K | 0.02% | +705+58.8% | Added |
| Credential Qtrade Securities Inc. | 1,902 | $477.3K | 0.03% | +772+68.3% | Added |
| Mayflower Financial Advisors, LLC | 1,893 | $475.0K | 0.06% | −22−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,891 | $475.0K | 0.20% | +1+0.1% | Added |
| Ieq Capital, LLC | 1,881 | $472.0K | 0.01% | −217−10.3% | Reduced |
| Advisor Resource Council | 1,881 | $472.0K | 0.04% | +1,881 | New |
| Gilman Hill Asset Management, LLC | 1,875 | $471.0K | 0.10% | −645−25.6% | Reduced |
| MONECO Advisors, LLC | 1,979 | $471.0K | 0.18% | −155−7.3% | Reduced |
| Meridian Wealth Management, LLC | 1,871 | $470.0K | 0.05% | +50+2.7% | Added |
| LMR Partners LLP | 1,861 | $467.0K | 0.01% | +1,861 | New |
| E&G Advisors, LP | 1,850 | $464.0K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,828 | $459.0K | 0.06% | −523−22.2% | Reduced |
| Coldstream Capital Management Inc | 1,829 | $459.0K | 0.01% | +748+69.2% | Added |
| Calton & Associates, Inc. | 1,825 | $458.0K | 0.12% | −360−16.5% | Reduced |
| Clearstead Advisors, LLC | 1,825 | $458.0K | 0.03% | +157+9.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,818 | $456.0K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,814 | $455.0K | 0.00% | +642+54.8% | Added |
| Curbstone Financial Management Corp | 1,814 | $455.0K | 0.08% | +1,814 | New |
| Grove Bank & Trust | 1,803 | $452.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 1,800 | $452.0K | 0.06% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,797 | $451.0K | 0.17% | −17−0.9% | Reduced |
| X-Square Capital, LLC | 1,782 | $447.0K | 0.22% | +3+0.2% | Added |
| First Midwest Bank Trust Division | 1,763 | $443.0K | 0.06% | +100+6.0% | Added |
| Confluence Wealth Services, Inc. | 1,763 | $442.0K | 0.14% | +1,763 | New |
| Brown, Lisle/Cummings, Inc. | 1,750 | $439.2K | 0.22% | +1,750 | New |
| Berger Financial Group, Inc | 1,748 | $439.0K | 0.06% | +1,748 | New |
| Wealth Alliance | 1,745 | $438.0K | 0.09% | −133−7.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,746 | $438.0K | 0.02% | +49+2.9% | Added |
| Pacifica Partners Inc. | 1,764 | $436.0K | 0.28% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,725 | $433.0K | 0.20% | −34−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,711 | $429.0K | 0.05% | −1,211−41.4% | Reduced |
| Kovack Advisors, Inc. | 1,701 | $427.0K | 0.04% | −1,917−53.0% | Reduced |
| Regions Financial Corp | 1,668 | $419.0K | 0.00% | +95+6.0% | Added |
| Atlas Capital Advisors LLC | 1,668 | $418.6K | 0.06% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 1,659 | $416.0K | 0.04% | −760−31.4% | Reduced |
| Armbruster Capital Management, Inc. | 1,656 | $416.0K | 0.10% | +435+35.6% | Added |
| Nikulski Financial, Inc. | 1,655 | $415.0K | 0.17% | −75−4.3% | Reduced |
| Studio Investment Management LLC | 1,654 | $415.0K | 0.15% | +160+10.7% | Added |
| Pitti Group Wealth Management, LLC | 1,643 | $412.0K | 0.46% | +1,643 | New |
| XML Financial, LLC | 1,624 | $408.0K | 0.05% | −60−3.6% | Reduced |
| Probabilities Fund Management, LLC | 1,624 | $408.0K | 1.45% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,625 | $408.0K | 0.15% | +50+3.2% | Added |
| Patten Group, Inc. | 1,613 | $405.0K | 0.11% | +138+9.4% | Added |
| Probity Advisors, Inc. | 1,611 | $404.0K | 0.08% | −69−4.1% | Reduced |
| Murphy Capital Management Inc | 1,610 | $404.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,600 | $402.0K | 0.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,601 | $402.0K | 0.01% | +58+3.8% | Added |
| Checchi Capital Advisers, LLC | 1,597 | $401.0K | 0.04% | +67+4.4% | Added |
| Sentry Investment Management LLC | 1,580 | $397.0K | 0.10% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,576 | $396.0K | 0.19% | −89−5.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,561 | $392.0K | 0.02% | +33+2.2% | Added |
| Claybrook Capital, LLC | 1,529 | $384.0K | 0.18% | +134+9.6% | Added |
| Alesco Advisors LLC | 1,526 | $383.0K | 0.01% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,512 | $379.0K | 0.16% | −68−4.3% | Reduced |
| King Luther Capital Management Corp | 1,511 | $379.0K | 0.00% | +11+0.7% | Added |
| United Capital Financial Advisers, LLC | 1,508 | $379.0K | 0.00% | +67+4.6% | Added |
| RiverGlades Family Offices LLC | 1,500 | $376.0K | 0.27% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,499 | $376.0K | 0.09% | +1,022+214.3% | Added |
| Sandy Cove Advisors, LLC | 1,500 | $376.0K | 0.32% | +1,500 | New |
| Cidel Asset Management Inc | 1,495 | $375.0K | 0.01% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 1,500 | $375.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,492 | $374.4K | 0.02% | −4,637−75.7% | Reduced |
| Csenge Advisory Group | 1,585 | $368.0K | 0.03% | −58−3.5% | Reduced |
| Waldron Private Wealth LLC | 1,455 | $365.0K | 0.02% | +1+0.1% | Added |
| MBB Public Markets I LLC | 1,436 | $360.0K | 0.01% | +1,436 | New |
| Reynders McVeigh Capital Management, LLC | 1,421 | $357.0K | 0.02% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,414 | $355.0K | 0.03% | −140−9.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,406 | $353.0K | 0.03% | +30+2.2% | Added |
| Investors Asset Management of Georgia Inc | 1,391 | $349.0K | 0.17% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,383 | $347.0K | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,379 | $346.0K | 0.02% | −93−6.3% | Reduced |
| Verition Fund Management LLC | 1,377 | $346.0K | 0.00% | +1,377 | New |
| Symmetry Partners, LLC | 1,370 | $344.0K | 0.02% | −877−39.0% | Reduced |
| Nova R Wealth, Inc. | 1,363 | $342.0K | 0.28% | +1,363 | New |
| Brown Brothers Harriman & Co | 1,357 | $341.0K | 0.00% | +644+90.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,354 | $340.0K | 0.06% | −4−0.3% | Reduced |
| Man Group plc | 1,352 | $339.0K | 0.00% | −42,917−96.9% | Reduced |
| Wealthcare Advisory Partners LLC | 1,351 | $339.0K | 0.02% | −71−5.0% | Reduced |
| Financial Architects, Inc | 1,353 | $339.0K | 0.05% | +1,353 | New |