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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 1,274 | $293.0K | 0.05% | +209+19.6% | Added |
| Intrua Financial, LLC | 1,275 | $294.0K | 0.05% | +1+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,291 | $296.0K | 0.03% | 00.0% | Unchanged |
| Bluestein R H & Co | 1,300 | $299.0K | 0.01% | −27−2.0% | Reduced |
| Murphy Capital Management Inc | 1,310 | $301.0K | 0.03% | −300−18.6% | Reduced |
| J.W. Cole Advisors, Inc. | 1,330 | $306.0K | 0.02% | +60+4.7% | Added |
| Global Retirement Partners, LLC | 1,254 | $306.0K | 0.02% | +1,254 | New |
| MQS Management LLC | 1,327 | $306.0K | 0.25% | +1,327 | New |
| Brown Brothers Harriman & Co | 1,334 | $307.0K | 0.00% | −23−1.7% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $307.0K | 0.20% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,342 | $309.0K | 0.16% | −49−3.5% | Reduced |
| Weik Capital Management | 1,355 | $312.0K | 0.12% | −1,375−50.4% | Reduced |
| Sentry Investment Management LLC | 1,353 | $312.0K | 0.10% | −227−14.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,357 | $313.0K | 0.06% | +3+0.2% | Added |
| Apollon Wealth Management, LLC | 1,357 | $313.0K | 0.02% | +336+32.9% | Added |
| Symmetry Partners, LLC | 1,370 | $316.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,265 | $317.0K | 0.03% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,379 | $318.0K | 0.16% | −150−9.8% | Reduced |
| Morningstar Investment Services LLC | 1,370 | $318.0K | 0.00% | +341+33.1% | Added |
| Financial Advisory Service, Inc. | 1,384 | $319.0K | 0.03% | +38+2.8% | Added |
| Fund Management at Engine No. 1 LLC | 1,390 | $320.0K | 0.08% | +1,390 | New |
| Mutual Advisors, LLC | 1,400 | $323.0K | 0.02% | +21+1.5% | Added |
| Bar Harbor Trust Services | 1,411 | $325.0K | 0.10% | +1,411 | New |
| Reynders McVeigh Capital Management, LLC | 1,414 | $326.0K | 0.02% | −7−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,426 | $329.0K | 0.03% | +20+1.4% | Added |
| Riverview Trust Co | 1,435 | $331.0K | 0.25% | +110+8.3% | Added |
| Zeke Capital Advisors, LLC | 1,436 | $331.0K | 0.02% | +1,436 | New |
| Element Capital Management LLC | 1,443 | $332.0K | 0.17% | +1,443 | New |
| Seaport Global Advisors, LLC | 1,444 | $333.0K | 1.07% | −644−30.8% | Reduced |
| Meridian Wealth Advisors, LLC | 1,448 | $334.0K | 0.08% | +1,448 | New |
| Robertson Stephens Wealth Management, LLC | 1,456 | $335.0K | 0.03% | +210+16.9% | Added |
| Horizon Investments, LLC | 1,463 | $336.0K | 0.01% | +237+19.3% | Added |
| Sendero Wealth Management, LLC | 1,470 | $339.0K | 0.16% | −565−27.8% | Reduced |
| XML Financial, LLC | 1,471 | $339.0K | 0.04% | −153−9.4% | Reduced |
| Visionary Wealth Advisors | 1,472 | $339.0K | 0.03% | +1,472 | New |
| PDT Partners, LLC | 1,480 | $341.0K | 0.03% | +1,480 | New |
| Personal Cfo Solutions, LLC | 1,490 | $343.0K | 0.07% | +291+24.3% | Added |
| Cidel Asset Management Inc | 1,495 | $344.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 1,500 | $345.0K | 0.04% | −159−9.6% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $345.0K | 0.26% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,500 | $345.0K | 0.29% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,498 | $345.0K | 0.02% | +43+3.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,500 | $345.5K | 0.18% | +150+11.1% | Added |
| King Luther Capital Management Corp | 1,511 | $348.0K | 0.00% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,522 | $350.0K | 0.30% | +159+11.7% | Added |
| HNP Capital LLC | 1,523 | $351.0K | 0.08% | −940−38.2% | Reduced |
| Alesco Advisors LLC | 1,526 | $351.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,536 | $354.0K | 0.01% | −293−16.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,540 | $355.0K | 0.01% | +386+33.4% | Added |
| Private Portfolio Partners LLC | 1,544 | $355.7K | 0.09% | −540−25.9% | Reduced |
| Clare Market Investments LLC | 1,549 | $356.9K | 0.11% | −444−22.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,552 | $357.0K | 0.00% | +44+2.9% | Added |
| Pitti Group Wealth Management, LLC | 1,573 | $362.0K | 0.42% | −70−4.3% | Reduced |
| Probity Advisors, Inc. | 1,578 | $363.0K | 0.07% | −33−2.0% | Reduced |
| Jacobsen Capital Management | 1,576 | $363.0K | 0.17% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,592 | $367.0K | 0.01% | +631+65.7% | Added |
| Orion Portfolio Solutions, LLC | 1,596 | $368.0K | 0.01% | −5−0.3% | Reduced |
| Lee Financial Co | 1,600 | $369.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,607 | $370.0K | 0.04% | −264−14.1% | Reduced |
| Silver Oak Securities, Inc | 1,524 | $373.0K | 0.08% | +1,524 | New |
| Balentine LLC | 1,621 | $373.0K | 0.01% | +1,621 | New |
| Regions Financial Corp | 1,626 | $375.0K | 0.00% | −42−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,631 | $376.0K | 0.30% | +1,631 | New |
| Studio Investment Management LLC | 1,636 | $377.0K | 0.12% | −18−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,652 | $380.0K | 0.02% | −94−5.4% | Reduced |
| Nikulski Financial, Inc. | 1,655 | $381.0K | 0.16% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,654 | $381.0K | 0.15% | +142+9.4% | Added |
| Tiemann Investment Advisors, LLC | 1,669 | $384.0K | 0.18% | −222−11.7% | Reduced |
| Atlas Capital Advisors LLC | 1,668 | $384.2K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,678 | $387.0K | 0.05% | −150−8.2% | Reduced |
| Focus Financial Network, Inc. | 1,686 | $388.3K | 0.03% | +859+103.9% | Added |
| Csenge Advisory Group | 1,699 | $391.0K | 0.03% | +114+7.2% | Added |
| ProVise Management Group, LLC | 1,702 | $392.0K | 0.04% | −261−13.3% | Reduced |
| Toews Corp | 1,700 | $392.0K | 0.07% | +1,700 | New |
| Charter Research & Investment Group, Inc. | 1,710 | $394.0K | 0.32% | +680+66.0% | Added |
| Checchi Capital Advisers, LLC | 1,714 | $395.0K | 0.04% | +117+7.3% | Added |
| Engineers Gate Manager LP | 1,716 | $395.0K | 0.02% | +757+78.9% | Added |
| GenTrust, LLC | 1,730 | $398.0K | 0.03% | +1,730 | New |
| Two Sigma Securities, LLC | 1,731 | $399.0K | 0.06% | +1,731 | New |
| Aristotle Atlantic Partners, LLC | 1,737 | $400.0K | 0.02% | +176+11.3% | Added |
| Lake Street Financial LLC | 1,740 | $401.0K | 0.07% | −185−9.6% | Reduced |
| Burns Matteson Capital Management, LLC | 1,742 | $401.2K | 0.28% | +471+37.1% | Added |
| Wade G W & Inc | 1,755 | $404.0K | 0.02% | −150−7.9% | Reduced |
| Confluence Wealth Services, Inc. | 1,757 | $404.0K | 0.15% | −6−0.3% | Reduced |
| Johnson Investment Counsel Inc | 1,757 | $405.0K | 0.01% | −345−16.4% | Reduced |
| Prudent Man Advisors, LLC | 1,764 | $406.0K | 0.16% | −33−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,770 | $407.7K | 0.20% | +20+1.1% | Added |
| Berger Financial Group, Inc | 1,779 | $410.0K | 0.05% | +31+1.8% | Added |
| Wealth Alliance | 1,779 | $410.0K | 0.08% | +34+1.9% | Added |
| Grove Bank & Trust | 1,792 | $413.0K | 0.08% | −11−0.6% | Reduced |
| United Bank | 1,800 | $415.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,811 | $417.0K | 0.04% | +851+88.6% | Added |
| Ausdal Financial Partners, Inc. | 1,815 | $418.0K | 0.06% | −1,806−49.9% | Reduced |
| Curbstone Financial Management Corp | 1,814 | $418.0K | 0.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,818 | $419.0K | 0.03% | −506−21.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,818 | $419.0K | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,829 | $421.0K | 0.22% | +47+2.6% | Added |
| Beaumont Financial Partners, LLC | 1,838 | $423.0K | 0.03% | −141−7.1% | Reduced |
| Gilman Hill Asset Management, LLC | 1,845 | $425.0K | 0.10% | −30−1.6% | Reduced |
| E&G Advisors, LP | 1,850 | $426.0K | 0.12% | 00.0% | Unchanged |