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Livermore
ZHEN

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.

Q1 2022 vs. Q4 2021

How the institutions holding Constellation Brands, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of STZ: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,232161,206−10
Shares135.3M117.9K134.9M−300.9K (−0.2%)
Value$33.9B$29.6M$31.1B−$2.82B (−8.3%)

16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Constellation Brands, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to STZ in Q1 2022
InstitutionSharesValue% of portfolio
Leeward Investments, LLC - MA61,351$14.1M0.56%
WealthPlan Investment Management, LLC39,488$9.72M0.67%
Amalgamated Financial Corp.40,479$9.32M0.07%
Connor, Clark & Lunn Investment Management Ltd.19,610$4.52M0.02%
Natixis Investment Managers International11,458$2.64M0.05%
Holocene Advisors, LP10,311$2.38M0.01%
Duality Advisers, LP9,050$2.08M0.22%
Artha Asset Management LLC9,000$2.07M2.19%
Maverick Capital LtdSuperinvestorMaverick Capital7,725$1.78M0.03%
PEAK6 Investments LLC7,259$1.67M0.05%
Bayesian Capital Management, LP6,657$1.53M0.23%
LGT Group Foundation6,399$1.50M0.04%
McDonald Partners LLC6,037$1.39M0.30%
Prospera Financial Services Inc5,970$1.38M0.06%
1832 Asset Management L.P.5,250$1.20M0.00%
Wellington Shields Capital Management, LLC4,770$1.10M0.12%
ICA Group Wealth Management, LLC4,121$1.01M0.19%
LGT Fund Management Co Ltd.4,323$1.01M0.13%
Cordatus Wealth Management LLC4,045$932.0K0.33%
Atria Wealth Solutions, Inc.3,734$860.0K0.01%
Prudential PLC3,059$705.0K0.01%
Change Path, LLC2,648$610.0K0.03%
Waterfront Wealth Inc.2,256$546.0K0.19%
Athena Investment Management2,362$540.0K0.42%
Jump Financial, LLC2,159$497.0K0.02%
HMS Capital Management, LLC2,136$492.0K0.22%
Capital Management Associates2,000$461.0K0.49%
Nvest Financial, LLC1,976$455.0K0.37%
Stevens Capital Management LP1,973$454.0K0.10%
Dynamic Technology Lab Private Ltd1,969$454.0K0.05%
CenterBook Partners LP1,936$446.0K0.16%
M Holdings Securities, Inc.1,932$445.0K0.03%
Asahi Life Asset Management Co., Ltd.1,880$433.0K0.06%
Two Sigma Securities, LLC1,731$399.0K0.06%
GenTrust, LLC1,730$398.0K0.03%
Toews Corp1,700$392.0K0.07%
Hazlett, Burt & Watson, Inc.1,631$376.0K0.30%
Silver Oak Securities, Inc1,524$373.0K0.08%
Balentine LLC1,621$373.0K0.01%
PDT Partners, LLC1,480$341.0K0.03%
Visionary Wealth Advisors1,472$339.0K0.03%
Meridian Wealth Advisors, LLC1,448$334.0K0.08%
Element Capital Management LLC1,443$332.0K0.17%
Zeke Capital Advisors, LLC1,436$331.0K0.02%
Bar Harbor Trust Services1,411$325.0K0.10%
Fund Management at Engine No. 1 LLC1,390$320.0K0.08%
Global Retirement Partners, LLC1,254$306.0K0.02%
MQS Management LLC1,327$306.0K0.25%
Old Mission Capital LLC1,208$278.0K0.01%
Oak Thistle LLC1,164$268.0K0.14%
Roman Butler Fullerton & Co1,161$267.0K0.13%
Alpha Cubed Investments, LLC1,153$266.0K0.02%
Ergoteles LLC1,116$257.0K0.01%
Quantamental Technologies LLC1,106$255.0K0.15%
Veriti Management LLC1,107$255.0K0.03%
Successful Portfolios LLC1,061$244.0K0.14%
Quadrant Private Wealth Management, LLC1,020$235.0K0.09%
Money Concepts Capital Corp1,008$232.0K0.01%
Cutler Group LP996$229.0K0.02%
Warther Private Wealth, LLC979$229.0K0.15%
Columbia Trust Co 01012016895$225.0K0.11%
Retirement Guys Formula LLC979$225.0K0.15%
Castle Rock Wealth Management, LLC851$216.0K0.10%
Arkadios Wealth Advisors921$212.0K0.03%
Walleye Capital LLC907$209.0K0.01%
Arvest Trust Co N A877$202.0K0.01%
EP Wealth Advisors, LLC867$200.0K0.00%
TCWP LLC577$132.0K0.02%
Worth Asset Management, LLC400$98.0K0.06%
Point72 Hong Kong Ltd414$95.0K0.01%
Altshuler Shaham Ltd275$63.0K0.00%
Paladin Advisory Group, LLC223$52.0K0.04%
Aaron Wealth Advisors11,516$50.0K0.00%
Fairfield Financial Advisors, LTD214$49.2K0.02%
Dividend Assets Capital, LLC205$47.0K0.01%
Joseph P. Lucia & Associates, LLC200$46.0K0.03%
Ellevest, Inc.184$42.0K0.00%
MCF Advisors LLC109$25.0K0.00%
Capital Directions Investment Advisors, LLC80$18.0K0.01%
Steward Financial Group LLC76$17.0K0.02%
Beacon Capital Management, LLC75$17.0K0.00%
WR Wealth Planners, LLC69$16.0K0.01%
Clear Street Markets LLC67$15.0K0.00%
Roble, Belko & Company, Inc61$14.0K0.00%
Beaird Harris Wealth Management, LLC30$7.00K0.00%
IndexIQ Advisors LLC24$6.00K0.00%
Pinnacle Bancorp, Inc.28$6.00K0.00%
American National Bank17$4.00K0.00%
Cordant, Inc.17$4.00K0.00%
Lansing Street Advisors18$4.00K0.00%
Charter Oak Capital Management, LLC15$3.00K0.00%
GW&K Investment Management, LLC7$2.00K0.00%
Disciplined Investments, LLC10$2.00K0.00%
Strengthening Families & Communities, LLC10$2.00K0.00%
Loomis Sayles & Co L P6$1.00K0.00%
NewSquare Capital LLC5$1.00K0.00%
Atticus Wealth Management, LLC4$1.00K0.00%
James Investment Research Inc2$00.00%
Marquette Asset Management, LLC2$00.00%

Sold out (109)

Institutions that held Constellation Brands, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 109 by value.

Institutions that sold out of STZ in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Two Creeks Capital Management, LP354,053$88.9M
Point72 Asset Management, L.P.153,231$38.5M
Chiron Investment Management, LLC139,123$34.9M
Hitchwood Capital Management LP110,000$27.6M
Cumberland Partners Ltd72,945$18.3M
Alyeska Investment Group, L.P.58,146$14.6M
Healthcare of Ontario Pension Plan Trust Fund46,268$11.6M
Pinebridge Investments, L.P.35,193$8.83M
Bourgeon Capital Management LLC33,468$8.40M
AustralianSuper Pty Ltd29,149$7.42M
Schonfeld Strategic Advisors LLC26,594$6.67M
Ilmarinen Mutual Pension Insurance Co19,000$4.77M
CX Institutional14,726$3.70M
Capitolis Advisors LLC14,591$3.66M
Beach Investment Counsel Inc14,397$3.61M
Nippon Life Global Investors Americas, Inc.13,450$3.38M
Caption Management, LLC11,550$2.90M
Advisory Research Inc9,387$2.36M
GWM Advisors LLC7,905$1.98M
Two Sigma Investments, LP7,517$1.89M
Quantitative Investment Management, LLC7,052$1.77M
Brookfield Asset Management Inc.6,137$1.54M
ETF Managers Group, LLC5,958$1.49M
Capital Research Global Investors5,949$1.48M
Lloyd Park, LLC4,802$1.21M
St. James Investment Company, LLC4,784$1.20M
Aigen Investment Management, LP5,163$1.19M
Franklin Street Capital Partners, LLC4,067$1.02M
Bamco Inc3,835$962.0K
Mirabella Financial Services LLP3,720$934.0K
Price Michael F3,500$878.0K
ExodusPoint Capital Management, LP3,201$803.0K
Sciencast Management LP3,044$774.0K
Sterling Manor Financial, LLC2,639$662.0K
Pensionfund DSM Netherlands2,600$653.0K
Pearl River Capital, LLC2,570$645.0K
Hancock Whitney Investment Services Inc.2,145$546.0K
Aries Wealth Management2,133$535.0K
Sentinel Pension Advisors Inc2,051$515.0K
Y-Intercept (Hong Kong) Ltd1,984$498.0K
Advisor Resource Council1,881$472.0K
SeaCrest Wealth Management, LLC1,711$429.0K
Value Partners Investments Inc.1,500$375.0K
MBB Public Markets I LLC1,436$360.0K
Ridgewood Investments LLC1,383$347.0K
Financial Architects, Inc1,353$339.0K
G2 Capital Management, LLC1,335$335.0K
NorthRock Partners, LLC1,229$308.0K
Summit X, LLC1,143$290.0K
Moseley Investment Management Inc1,131$284.0K
Engine No. 1 LLC1,125$282.0K
AXS Investments LLC1,087$273.0K
NorthCrest Asset Manangement, LLC1,065$267.0K
Avidian Wealth Solutions, LLC1,058$266.0K
Caxton Associates LP1,008$253.0K
Titleist Asset Management, Ltd.998$250.0K
Fisher Asset Management, LLC957$240.0K
Simplex Trading, LLC959$240.0K
Hemenway Trust Co LLC933$234.0K
EPG Wealth Management LLC932$234.0K
GraniteShares Advisors LLC931$233.0K
Soltis Investment Advisors LLC925$232.0K
Axxcess Wealth Management, LLC925$232.0K
CoreCap Advisors, LLC903$227.0K
Benin Management CORP860$216.0K
Pinnacle Wealth Planning Services, Inc.860$216.0K
Buckingham Strategic Wealth, LLC856$215.0K
Sonata Capital Group Inc850$213.0K
Boothbay Fund Management, LLC847$213.0K
Investment Partners, Ltd.834$209.0K
180 Wealth Advisors, LLC867$209.0K
Compton Capital Management Inc825$207.0K
Green Square Capital Advisors LLC818$205.0K
Franklin Street Advisors Inc812$204.0K
Bokf, NA806$202.0K
Financial Council Asset Management Inc806$202.0K
Stockman Wealth Management, Inc.800$201.0K
Perpetual Investment Management Ltd800$201.0K
Amplius Wealth Advisors, LLC745$186.0K
Barrett Asset Management, LLC623$156.0K
WFA of San Diego, LLC500$125.0K
TAP Consulting, LLC409$103.0K
Richwood Investment Advisors, LLC345$87.0K
Castleview Partners, LLC19,073$76.0K
Aquire Wealth Advisors, LLC264$66.0K
Mystic Asset Management, Inc.265$66.0K
Barnett & Company, Inc.206$52.0K
RGT Wealth Advisors, LLC174$44.0K
Truvestments Capital LLC162$41.0K
Cassady Schiller Wealth Management, LLC129$32.0K
Wagner Wealth Management, LLC103$26.0K
Core Wealth Advisors, Inc.100$25.0K
Chilton Capital Management LLC60$15.0K
Paragon Capital Management Ltd59$15.0K
Delos Wealth Advisors, LLC59$15.0K
McCarthy Grittinger Financial Group, LLC58$14.6K
Masso Torrence Wealth Management Inc.50$13.0K
Plante Moran Financial Advisors, LLC39$10.0K
Signet Financial Management, LLC39$10.0K
TD Capital Management LLC30$8.00K

Not filed for Q1 2022 yet (16)

Institutions that held Constellation Brands, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Reilly Financial Advisors, LLC41,596$10.4M
Andra AP-fonden19,100$4.79M
MRJ Capital Inc15,178$3.81M
Pantheon Investment Group, LLC9,139$2.31M
Altavista Wealth Management, Inc.7,554$1.90M
Grace Capital6,150$1.54M
Harbour Investments, Inc.4,779$1.20M
Finivi Inc.3,589$900.8K
Resource Management, LLC3,571$896.0K
First Midwest Bank Trust Division1,763$443.0K
Weybosset Research & Management LLC1,625$408.0K
Probabilities Fund Management, LLC1,624$408.0K
NEXT Financial Group, Inc1,162$292.0K
Crescent Capital Consulting, LLC735$184.0K
Carroll Financial Associates, Inc.212$52.0K
Bell Investment Advisors, Inc133$33.0K