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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 907 | $209.0K | 0.01% | +907 | New |
| SlateStone Wealth, LLC | 910 | $210.0K | 0.05% | −74−7.5% | Reduced |
| First National Bank & Trust Co of Newtown | 913 | $210.0K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 914 | $211.0K | 0.01% | −39−4.1% | Reduced |
| Modus Advisors, LLC | 918 | $211.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 921 | $212.0K | 0.03% | +921 | New |
| Baxter Bros Inc | 925 | $213.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $213.0K | 0.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 851 | $216.0K | 0.10% | +851 | New |
| Cohen Investment Advisors LLC | 941 | $217.0K | 0.16% | +10+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 946 | $218.0K | 0.05% | +775+453.2% | Added |
| HB Wealth Management, LLC | 951 | $219.0K | 0.00% | −374−28.2% | Reduced |
| Beck Bode, LLC | 955 | $220.0K | 0.05% | −55,943−98.3% | Reduced |
| Haverford Trust Co | 954 | $220.0K | 0.00% | −3,647−79.3% | Reduced |
| Equitable Holdings, Inc. | 955 | $220.0K | 0.00% | +14+1.5% | Added |
| Seneca Financial Advisors LLC | 975 | $224.6K | 0.14% | +3+0.3% | Added |
| AdvisorShares Investments LLC | 975 | $225.0K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 977 | $225.0K | 0.01% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 895 | $225.0K | 0.11% | +895 | New |
| Retirement Guys Formula LLC | 979 | $225.0K | 0.15% | +979 | New |
| Personal Capital Advisors Corp | 992 | $228.0K | 0.00% | −165−14.3% | Reduced |
| Cutler Group LP | 996 | $229.0K | 0.02% | +996 | New |
| Warther Private Wealth, LLC | 979 | $229.0K | 0.15% | +979 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $230.0K | 0.02% | −6−0.6% | Reduced |
| German American Bancorp, Inc. | 1,000 | $230.0K | 0.03% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $230.0K | 0.11% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $230.0K | 0.11% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,000 | $230.0K | 0.07% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $230.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $230.0K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,009 | $232.0K | 0.03% | −963−48.8% | Reduced |
| Money Concepts Capital Corp | 1,008 | $232.0K | 0.01% | +1,008 | New |
| Quantum Private Wealth, LLC | 1,015 | $233.0K | 0.10% | −110−9.8% | Reduced |
| Callahan Advisors, LLC | 1,015 | $234.0K | 0.03% | −35−3.3% | Reduced |
| Goodwin Daniel L | 1,018 | $234.0K | 0.10% | +15+1.5% | Added |
| Knuff & Co LLC | 1,022 | $235.0K | 0.09% | −35−3.3% | Reduced |
| Trustcore Financial Services, LLC | 1,022 | $235.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,019 | $235.0K | 0.11% | +12+1.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,020 | $235.0K | 0.09% | +1,020 | New |
| Thompson Siegel & Walmsley LLC | 1,025 | $236.0K | 0.00% | −3−0.3% | Reduced |
| West Bancorporation Inc | 1,024 | $236.0K | 0.15% | −1−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 1,025 | $236.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,025 | $236.0K | 0.05% | +10+1.0% | Added |
| Seelaus Asset Management LLC | 1,025 | $236.0K | 0.14% | +140+15.8% | Added |
| Wealth Advisors of Iowa, LLC | 1,031 | $237.0K | 0.12% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,027 | $237.0K | 0.27% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,035 | $238.0K | 0.04% | +80+8.4% | Added |
| Doyle Wealth Management | 1,039 | $239.0K | 0.02% | −375−26.5% | Reduced |
| Welch Group, LLC | 1,041 | $240.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,045 | $241.0K | 0.00% | +11+1.1% | Added |
| Nomura Holdings Inc | 1,042 | $243.0K | 0.00% | −20,714−95.2% | Reduced |
| Diametric Capital, LP | 1,056 | $243.0K | 0.13% | −3,087−74.5% | Reduced |
| Wealthcare Advisory Partners LLC | 1,055 | $243.0K | 0.01% | −296−21.9% | Reduced |
| Shelton Wealth Management, LLC | 1,058 | $244.0K | 0.19% | +2+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,061 | $244.0K | 0.00% | +185+21.1% | Added |
| Successful Portfolios LLC | 1,061 | $244.0K | 0.14% | +1,061 | New |
| Signaturefd, LLC | 1,070 | $246.0K | 0.01% | −158−12.9% | Reduced |
| McLean Asset Management Corp | 1,070 | $246.0K | 0.18% | +29+2.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,075 | $248.0K | 0.01% | −49−4.4% | Reduced |
| Purus Wealth Management, LLC | 1,082 | $249.0K | 0.17% | +214+24.7% | Added |
| Chatham Capital Group, Inc. | 1,090 | $251.0K | 0.05% | −75−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 1,094 | $251.0K | 0.00% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,094 | $252.0K | 0.21% | +4+0.4% | Added |
| Phoenix Holdings Ltd. | 1,087 | $254.0K | 0.00% | +90+9.0% | Added |
| Shelton Capital Management | 1,109 | $255.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,106 | $255.0K | 0.07% | +3+0.3% | Added |
| Accurate Wealth Management, LLC | 1,106 | $255.0K | 0.11% | +952+618.2% | Added |
| Quantamental Technologies LLC | 1,106 | $255.0K | 0.15% | +1,106 | New |
| Veriti Management LLC | 1,107 | $255.0K | 0.03% | +1,107 | New |
| Fortitude Advisory Group L.L.C. | 1,113 | $256.0K | 0.14% | −442−28.4% | Reduced |
| Ergoteles LLC | 1,116 | $257.0K | 0.01% | +1,116 | New |
| 3D/L Capital Management, LLC | 1,122 | $258.0K | 0.06% | +3+0.3% | Added |
| KRS Capital Management, LLC | 1,128 | $259.0K | 0.28% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,129 | $260.0K | 0.04% | −162−12.5% | Reduced |
| Gladstone Institutional Advisory LLC | 1,141 | $263.0K | 0.02% | +81+7.6% | Added |
| Vantage Consulting Group Inc | 1,148 | $264.0K | 0.10% | −24−2.0% | Reduced |
| Syntax Advisors, LLC | 1,148 | $264.0K | 0.22% | −24−2.0% | Reduced |
| Searle & Co. | 1,150 | $265.0K | 0.10% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,151 | $265.0K | 0.13% | +313+37.4% | Added |
| Monarch Capital Management Inc | 1,157 | $266.0K | 0.07% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,153 | $266.0K | 0.02% | +1,153 | New |
| Roman Butler Fullerton & Co | 1,161 | $267.0K | 0.13% | +1,161 | New |
| Whittier Trust Co of Nevada Inc | 1,163 | $268.0K | 0.01% | +771+196.7% | Added |
| Oak Thistle LLC | 1,164 | $268.0K | 0.14% | +1,164 | New |
| Accel Wealth Management | 1,153 | $269.0K | 0.14% | −97−7.8% | Reduced |
| Fortem Financial Group, LLC | 1,171 | $270.0K | 0.12% | −554−32.1% | Reduced |
| Carlson Capital Management | 1,181 | $272.0K | 0.02% | +5+0.4% | Added |
| Spirit of America Management Corp | 1,200 | $276.0K | 0.05% | 00.0% | Unchanged |
| Old Mission Capital LLC | 1,208 | $278.0K | 0.01% | +1,208 | New |
| Rise Advisors, LLC | 1,214 | $280.0K | 0.25% | +13+1.1% | Added |
| Conning Inc. | 1,222 | $281.0K | 0.01% | −100−7.6% | Reduced |
| Hills Bank & Trust Co | 1,238 | $285.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,237 | $285.0K | 0.16% | +64+5.5% | Added |
| Buckley Wealth Management, LLC | 1,238 | $285.0K | 0.08% | +100+8.8% | Added |
| Calton & Associates, Inc. | 1,244 | $286.0K | 0.08% | −581−31.8% | Reduced |
| 9258 Wealth Management, LLC | 1,240 | $286.0K | 0.07% | −69−5.3% | Reduced |
| Kraematon Investment Advisors, Inc | 1,245 | $287.0K | 0.27% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,248 | $288.0K | 0.03% | −75−5.7% | Reduced |
| North Star Investment Management Corp. | 1,265 | $291.0K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,268 | $292.0K | 0.28% | +64+5.3% | Added |