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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 109 | $25.0K | 0.00% | +109 | New |
| Glassman Wealth Services | 112 | $26.0K | 0.00% | −10−8.2% | Reduced |
| Hanson & Doremus Investment Management | 123 | $28.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $28.0K | 0.01% | +14+12.7% | Added |
| Kozak & Associates, Inc. | 131 | $28.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 135 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 139 | $32.0K | 0.01% | +3+2.2% | Added |
| Tacita Capital Inc | 145 | $33.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $34.0K | 0.00% | +1+0.7% | Added |
| State of Wyoming | 154 | $35.0K | 0.02% | −108−41.2% | Reduced |
| Tompkins Financial Corp | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 162 | $37.0K | 0.00% | −25−13.4% | Reduced |
| Johnson Financial Group, Inc. | 160 | $37.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 163 | $37.5K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $39.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 178 | $41.0K | 0.01% | +28+18.7% | Added |
| Private Capital Group, LLC | 183 | $42.0K | 0.01% | −3−1.6% | Reduced |
| Ellevest, Inc. | 184 | $42.0K | 0.00% | +184 | New |
| Glen Eagle Advisors, LLC | 188 | $43.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 192 | $44.2K | 0.01% | −65−25.3% | Reduced |
| Bedel Financial Consulting, Inc. | 198 | $46.0K | 0.01% | +40+25.3% | Added |
| Joseph P. Lucia & Associates, LLC | 200 | $46.0K | 0.03% | +200 | New |
| Cambridge Trust Co | 200 | $47.0K | 0.00% | −77−27.8% | Reduced |
| Leelyn Smith, LLC | 204 | $47.0K | 0.01% | +15+7.9% | Added |
| Dividend Assets Capital, LLC | 205 | $47.0K | 0.01% | +205 | New |
| Parkside Financial Bank & Trust | 209 | $48.0K | 0.01% | −114−35.3% | Reduced |
| Fairfield Financial Advisors, LTD | 214 | $49.2K | 0.02% | +214 | New |
| Aaron Wealth Advisors | 11,516 | $50.0K | 0.00% | +11,516 | New |
| Paladin Advisory Group, LLC | 223 | $52.0K | 0.04% | +223 | New |
| Brewin Dolphin Ltd | 230 | $53.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 260 | $60.0K | 0.01% | −11−4.1% | Reduced |
| Altshuler Shaham Ltd | 275 | $63.0K | 0.00% | +275 | New |
| Global Trust Asset Management, LLC | 280 | $64.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 279 | $64.0K | 0.01% | +106+61.3% | Added |
| Farmers & Merchants Investments Inc | 288 | $66.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 290 | $67.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $69.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $73.0K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 318 | $73.0K | 0.02% | +1+0.3% | Added |
| Concord Wealth Partners | 320 | $74.0K | 0.02% | +10+3.2% | Added |
| TSFG, LLC | 343 | $79.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 341 | $79.0K | 0.00% | +168+97.1% | Added |
| Alpha Paradigm Partners, LLC | 353 | $81.0K | 0.03% | +23+7.0% | Added |
| United Community Bank | 358 | $82.5K | 0.08% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 375 | $87.0K | 0.02% | +157+72.0% | Added |
| South State Corp. | 390 | $90.0K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 391 | $90.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $92.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 400 | $92.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $92.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 407 | $93.0K | 0.00% | +2+0.5% | Added |
| Manchester Capital Management LLC | 411 | $95.0K | 0.01% | −862−67.7% | Reduced |
| Point72 Hong Kong Ltd | 414 | $95.0K | 0.01% | +414 | New |
| Key Financial Inc | 425 | $98.0K | 0.05% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 400 | $98.0K | 0.06% | +400 | New |
| First Pacific Advisors, LP | 451 | $104.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 471 | $108.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $111.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 485 | $112.0K | 0.03% | +100+26.0% | Added |
| Optimum Investment Advisors | 500 | $115.0K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $115.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 526 | $121.0K | 0.02% | +414+369.6% | Added |
| Tobam | 535 | $123.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 577 | $132.0K | 0.02% | +577 | New |
| City State Bank | 589 | $136.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 592 | $136.0K | 0.05% | +25+4.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $138.0K | 0.09% | −125−17.2% | Reduced |
| Old Second National Bank of Aurora | 606 | $139.0K | 0.03% | −10,718−94.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 623 | $143.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 629 | $145.0K | 0.09% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 631 | $145.0K | 0.08% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $146.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 649 | $149.0K | 0.19% | +109+20.2% | Added |
| AdvisorNet Financial, Inc | 662 | $152.0K | 0.01% | +72+12.2% | Added |
| Vectors Research Management, LLC | 677 | $156.0K | 0.03% | −1,786−72.5% | Reduced |
| Archer Investment Corp | 667 | $159.9K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 695 | $160.0K | 0.02% | +265+61.6% | Added |
| Quadrant Capital Group LLC | 702 | $162.0K | 0.02% | +4+0.6% | Added |
| Lindbrook Capital, LLC | 705 | $162.0K | 0.03% | +35+5.2% | Added |
| DuPont Capital Management Corp | 714 | $164.0K | 0.01% | −162−18.5% | Reduced |
| Central Bank & Trust Co | 711 | $164.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 736 | $170.0K | 0.01% | +91+14.1% | Added |
| Proequities, Inc. | 750 | $173.0K | 0.01% | −226−23.2% | Reduced |
| EverSource Wealth Advisors, LLC | 769 | $177.0K | 0.04% | +116+17.8% | Added |
| EP Wealth Advisors, LLC | 867 | $200.0K | 0.00% | +867 | New |
| Round Table Services, LLC | 878 | $202.0K | 0.03% | −100−10.2% | Reduced |
| Creative Financial Designs Inc | 875 | $202.0K | 0.03% | −19−2.1% | Reduced |
| Arvest Trust Co N A | 877 | $202.0K | 0.01% | +877 | New |
| Quantinno Capital Management LP | 887 | $204.0K | 0.03% | +69+8.4% | Added |
| Evoke Wealth, LLC | 886 | $204.0K | 0.01% | +128+16.9% | Added |
| Inscription Capital, LLC | 890 | $205.0K | 0.06% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 900 | $207.0K | 0.02% | −70−7.2% | Reduced |
| Strategic Blueprint, LLC | 905 | $208.0K | 0.02% | +81+9.8% | Added |
| Albion Financial Group | 906 | $209.0K | 0.02% | −6−0.7% | Reduced |