Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q1 2022

Institutional positions in Constellation Brands, Inc. as of Mar 31, 2022. 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: 1,206; −10 vs. Q4 2021
Shares held: 134.9M; −300.9K (−0.2%) vs. Q4 2021
Total value: $31.1B; −$2.82B (−8.3%) vs. Q4 2021
New holders: 99; 489 more added
Sold out: 109; 417 more reduced

16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,206 institutions

Value heldQ1 2022: $31.1B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q1 2022

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2021.

Institutions holding STZ in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Simon Quick Advisors, LLC	1	$0	0.00%	−512−99.8%	Reduced
Dark Forest Capital Management LP	1	$0	0.00%	−10−90.9%	Reduced
James Investment Research Inc	2	$0	0.00%	+2	New
Marquette Asset Management, LLC	2	$0	0.00%	+2	New
Gradient Investments LLC	6	$1.00K	0.00%	−50−89.3%	Reduced
Sierra Capital LLC	6	$1.00K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$1.00K	0.00%	00.0%	Unchanged
Addison Advisors LLC	4	$1.00K	0.00%	00.0%	Unchanged
Schubert & Co	5	$1.00K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	6	$1.00K	0.00%	+6	New
NewSquare Capital LLC	5	$1.00K	0.00%	+5	New
Atticus Wealth Management, LLC	4	$1.00K	0.00%	+4	New
Eagle Bay Advisors LLC	10	$2.00K	0.00%	−451−97.8%	Reduced
Graves-Light Private Wealth Management, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	10	$2.00K	0.00%	00.0%	Unchanged
Gemmer Asset Management LLC	9	$2.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	8	$2.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	7	$2.00K	0.00%	+7	New
Disciplined Investments, LLC	10	$2.00K	0.00%	+10	New
Strengthening Families & Communities, LLC	10	$2.00K	0.00%	+10	New
Ahrens Investment Partners LLC	15	$3.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	15	$3.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$3.00K	0.00%	−3−20.0%	Reduced
SOA Wealth Advisors, LLC.	16	$3.00K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	14	$3.00K	0.00%	+7+100.0%	Added
Charter Oak Capital Management, LLC	15	$3.00K	0.00%	+15	New
Laffer Tengler Investments	13	$3.04K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	17	$4.00K	0.00%	00.0%	Unchanged
American National Bank	17	$4.00K	0.00%	+17	New
Cordant, Inc.	17	$4.00K	0.00%	+17	New
Lansing Street Advisors	18	$4.00K	0.00%	+18	New
Pacifica Partners Inc.	24	$5.00K	0.00%	−1,740−98.6%	Reduced
Tevis Investment Management	20	$5.00K	0.00%	−550−96.5%	Reduced
Clearview Wealth Advisors LLC	23	$5.00K	0.00%	−20−46.5%	Reduced
IAG Wealth Partners, LLC	25	$6.00K	0.00%	−25−50.0%	Reduced
Cedar Wealth Management, LLC	28	$6.00K	0.00%	00.0%	Unchanged
Core Alternative Capital	27	$6.00K	0.00%	+6+28.6%	Added
IndexIQ Advisors LLC	24	$6.00K	0.00%	+24	New
Pinnacle Bancorp, Inc.	28	$6.00K	0.00%	+28	New
Sound Income Strategies, LLC	30	$7.00K	0.00%	−6−16.7%	Reduced
CarsonAllaria Wealth Management, Ltd.	31	$7.00K	0.01%	+1+3.3%	Added
Beaird Harris Wealth Management, LLC	30	$7.00K	0.00%	+30	New
Benjamin Edwards Inc	40	$9.00K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	40	$9.00K	0.00%	+2+5.3%	Added
Mascoma Wealth Management LLC	38	$9.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$9.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$9.00K	0.01%	00.0%	Unchanged
HighMark Wealth Management LLC	39	$9.00K	0.01%	+22+129.4%	Added
Centerpoint Advisors, LLC	44	$10.0K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$10.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	50	$11.5K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	50	$12.0K	0.00%	−110−68.8%	Reduced
Tarbox Family Office, Inc.	52	$12.0K	0.00%	−37−41.6%	Reduced
First Personal Financial Services	54	$12.0K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$12.0K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	51	$12.0K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	57	$13.0K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	60	$14.0K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	57	$14.0K	0.00%	+2+3.6%	Added
Zions Bancorporation, N.A.	60	$14.0K	0.00%	+9+17.6%	Added
Roble, Belko & Company, Inc	61	$14.0K	0.00%	+61	New
Rockbridge Investment Management, LCC	63	$14.7K	0.00%	−50−44.2%	Reduced
Sutton Wealth Advisors Inc.	65	$15.0K	0.01%	+5+8.3%	Added
Seldon Capital LP	67	$15.0K	0.01%	00.0%	Unchanged
HHM Wealth Advisors, LLC	63	$15.0K	0.00%	00.0%	Unchanged
Brewin Dolphin Wealth Management Ltd	65	$15.0K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	67	$15.0K	0.00%	+67	New
WR Wealth Planners, LLC	69	$16.0K	0.01%	+69	New
TCI Wealth Advisors, Inc.	70	$16.0K	0.00%	−7−9.1%	Reduced
Baystate Wealth Management LLC	75	$17.0K	0.00%	−13−14.8%	Reduced
American Research & Management Co.	75	$17.0K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	75	$17.0K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	75	$17.0K	0.01%	00.0%	Unchanged
First Community Trust NA	75	$17.0K	0.02%	00.0%	Unchanged
Earnest Partners LLC	73	$17.0K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	76	$17.0K	0.02%	+76	New
Beacon Capital Management, LLC	75	$17.0K	0.00%	+75	New
Cribstone Capital Management, LLC	80	$18.0K	0.01%	−44−35.5%	Reduced
Motco	78	$18.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	79	$18.0K	0.00%	+2+2.6%	Added
Capital Directions Investment Advisors, LLC	80	$18.0K	0.01%	+80	New
Optiver Holding B.V.	83	$19.0K	0.00%	−28−25.2%	Reduced
Ogorek Anthony Joseph	86	$19.0K	0.01%	00.0%	Unchanged
Hudock, Inc.	89	$20.0K	0.01%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	87	$20.0K	0.02%	00.0%	Unchanged
Covestor Ltd	92	$21.0K	0.01%	−273−74.8%	Reduced
IMA Wealth, Inc.	90	$21.0K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	95	$22.0K	0.00%	−35−26.9%	Reduced
MV Capital Management, Inc.	96	$22.0K	0.00%	+50+108.7%	Added
Endurance Wealth Management, Inc.	100	$23.0K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$23.0K	0.01%	00.0%	Unchanged
Wealthstreet Investment Advisors, LLC	100	$23.0K	0.62%	00.0%	Unchanged
Curi Capital	102	$23.0K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	98	$23.0K	0.00%	+23+30.7%	Added
Washington Trust Advisors, Inc.	108	$25.0K	0.00%	−398−78.7%	Reduced
PSI Advisors, LLC	109	$25.0K	0.01%	00.0%	Unchanged