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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 1,860 | $428.4K | 0.02% | +368+24.7% | Added |
| CNB Bank | 1,872 | $431.0K | 0.24% | −40−2.1% | Reduced |
| RDA Financial Network | 1,877 | $432.0K | 0.18% | −40−2.1% | Reduced |
| Armbruster Capital Management, Inc. | 1,874 | $432.0K | 0.10% | +218+13.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,880 | $433.0K | 0.06% | +1,880 | New |
| Mayflower Financial Advisors, LLC | 1,891 | $435.0K | 0.06% | −2−0.1% | Reduced |
| Little House Capital LLC | 1,899 | $437.0K | 0.22% | −438−18.7% | Reduced |
| Patten Group, Inc. | 1,899 | $437.0K | 0.12% | +286+17.7% | Added |
| Highlander Capital Management, LLC | 1,600 | $440.0K | 0.21% | −200−11.1% | Reduced |
| Swiss Life Asset Management Ltd | 1,926 | $441.8K | 0.01% | +3+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,925 | $443.0K | 0.06% | −1,350−41.2% | Reduced |
| Westover Capital Advisors, LLC | 1,923 | $443.0K | 0.14% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,929 | $444.0K | 0.00% | −440−18.6% | Reduced |
| M Holdings Securities, Inc. | 1,932 | $445.0K | 0.03% | +1,932 | New |
| Wetherby Asset Management Inc | 1,935 | $446.0K | 0.03% | −139−6.7% | Reduced |
| CenterBook Partners LP | 1,936 | $446.0K | 0.16% | +1,936 | New |
| Newman Dignan & Sheerar, Inc. | 1,945 | $448.0K | 0.14% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 1,960 | $452.0K | 0.00% | −824−29.6% | Reduced |
| Collective Family Office LLC | 1,967 | $453.0K | 0.17% | −9−0.5% | Reduced |
| Stevens Capital Management LP | 1,973 | $454.0K | 0.10% | +1,973 | New |
| Dynamic Technology Lab Private Ltd | 1,969 | $454.0K | 0.05% | +1,969 | New |
| Nvest Financial, LLC | 1,976 | $455.0K | 0.37% | +1,976 | New |
| Segall Bryant & Hamill, LLC | 1,988 | $458.0K | 0.00% | −10−0.5% | Reduced |
| Independent Financial Group, LLC | 1,990 | $458.4K | 0.04% | +65+3.4% | Added |
| Legacy Wealth Management, LLC | 2,000 | $460.6K | 0.24% | 00.0% | Unchanged |
| Capital Management Associates | 2,000 | $461.0K | 0.49% | +2,000 | New |
| Spinnaker Investment Group, LLC | 2,001 | $464.0K | 0.15% | 00.0% | Unchanged |
| CSS LLC | 2,000 | $465.0K | 0.02% | −1,605−44.5% | Reduced |
| Clearstead Advisors, LLC | 2,018 | $465.0K | 0.03% | +193+10.6% | Added |
| IHT Wealth Management, LLC | 2,025 | $466.0K | 0.04% | +28+1.4% | Added |
| Kovack Advisors, Inc. | 2,026 | $466.0K | 0.05% | +325+19.1% | Added |
| Financial Advocates Investment Management | 2,042 | $470.0K | 0.03% | −38−1.8% | Reduced |
| MONECO Advisors, LLC | 2,047 | $472.0K | 0.17% | +68+3.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,058 | $474.0K | 0.16% | −20−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 2,060 | $474.0K | 0.08% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,067 | $476.0K | 0.27% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,085 | $480.2K | 0.03% | +183+9.6% | Added |
| Texas Yale Capital Corp. | 2,094 | $482.0K | 0.03% | +140+7.2% | Added |
| GSB Wealth Management, LLC | 2,098 | $483.0K | 0.14% | −74−3.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,973 | $484.0K | 0.06% | −323−14.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $484.0K | 0.04% | −130−5.8% | Reduced |
| Legacy Bridge, LLC | 2,105 | $485.0K | 0.28% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,136 | $492.0K | 0.48% | +5+0.2% | Added |
| Ballentine Partners, LLC | 2,133 | $492.0K | 0.02% | +106+5.2% | Added |
| HMS Capital Management, LLC | 2,136 | $492.0K | 0.22% | +2,136 | New |
| Ameritas Investment Partners, Inc. | 2,153 | $496.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,159 | $497.0K | 0.02% | +2,159 | New |
| Koshinski Asset Management, Inc. | 2,174 | $500.7K | 0.04% | +22+1.0% | Added |
| Cooper/Haims Advisors, LLC | 2,181 | $502.0K | 0.33% | +10.0% | Added |
| Greenleaf Trust | 2,190 | $504.0K | 0.01% | −203−8.5% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $506.0K | 0.16% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,208 | $508.0K | 0.06% | −19−0.9% | Reduced |
| Boston Trust Walden Corp | 2,217 | $511.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,226 | $513.0K | 0.17% | −3−0.1% | Reduced |
| Chicago Trust Co NA | 2,240 | $516.0K | 0.11% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,255 | $519.0K | 0.27% | −10.0% | Reduced |
| Independent Advisor Alliance | 2,264 | $522.0K | 0.03% | +1,122+98.2% | Added |
| Tempus Wealth Planning, LLC | 2,271 | $523.0K | 0.37% | −334−12.8% | Reduced |
| Prestige Wealth Management Group LLC | 2,275 | $524.0K | 0.13% | +776+51.8% | Added |
| Resources Investment Advisors, LLC. | 2,286 | $527.0K | 0.02% | −523−18.6% | Reduced |
| Frontier Wealth Management LLC | 2,118 | $527.0K | 0.01% | +72+3.5% | Added |
| Community Bank, N.A. | 2,300 | $529.0K | 0.07% | −25−1.1% | Reduced |
| 1620 Investment Advisors, Inc. | 2,108 | $529.0K | 0.58% | 00.0% | Unchanged |
| Park National Corp | 2,311 | $532.0K | 0.02% | +51+2.3% | Added |
| Lokken Investment Group LLC | 2,161 | $532.0K | 0.42% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,315 | $533.0K | 0.02% | −301−11.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,316 | $533.0K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,319 | $534.0K | 0.19% | −72−3.0% | Reduced |
| Aureus Asset Management, LLC | 2,328 | $536.0K | 0.04% | +10.0% | Added |
| Thoroughbred Financial Services, LLC | 2,336 | $538.0K | 0.09% | +1,456+165.5% | Added |
| Athena Investment Management | 2,362 | $540.0K | 0.42% | +2,362 | New |
| Wilkinson Global Asset Management LLC | 2,350 | $541.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,354 | $542.0K | 0.00% | −1,369−36.8% | Reduced |
| Waterfront Wealth Inc. | 2,256 | $546.0K | 0.19% | +2,256 | New |
| Tufton Capital Management | 2,380 | $548.0K | 0.09% | +80+3.5% | Added |
| Cladis Investment Advisory, LLC | 2,390 | $550.5K | 0.45% | −900−27.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,391 | $551.0K | 0.03% | +119+5.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,394 | $551.0K | 0.02% | +303+14.5% | Added |
| First Horizon Advisors, Inc. | 2,399 | $552.0K | 0.03% | −642−21.1% | Reduced |
| Tributary Capital Management, LLC | 2,400 | $553.0K | 0.04% | −50−2.0% | Reduced |
| Arnhold LLC | 2,400 | $553.0K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,407 | $554.0K | 0.10% | −977−28.9% | Reduced |
| Navalign, LLC | 2,221 | $554.0K | 0.23% | −744−25.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,432 | $560.0K | 0.32% | +510+26.5% | Added |
| Cozad Asset Management Inc | 2,466 | $568.0K | 0.08% | +50+2.1% | Added |
| Guardian Capital Advisors LP | 2,300 | $572.0K | 0.06% | +100+4.5% | Added |
| IBM Retirement Fund | 2,489 | $573.0K | 0.08% | −169−6.4% | Reduced |
| Financial Advisory Corp | 2,496 | $575.0K | 0.31% | −116−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,537 | $584.3K | 0.01% | −161−6.0% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $587.0K | 0.22% | 00.0% | Unchanged |
| Lincoln National Corp | 2,572 | $593.0K | 0.01% | +133+5.5% | Added |
| Hillman Capital Management, Inc. | 2,580 | $594.0K | 0.19% | +282+12.3% | Added |
| Douglass Winthrop Advisors, LLC | 2,583 | $595.0K | 0.01% | −250−8.8% | Reduced |
| Wedbush Securities Inc | 2,589 | $596.0K | 0.03% | −3,252−55.7% | Reduced |
| Meeder Asset Management Inc | 2,591 | $597.0K | 0.03% | −91−3.4% | Reduced |
| Vestcor Inc | 2,601 | $599.0K | 0.02% | +525+25.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,615 | $602.0K | 0.03% | −52−1.9% | Reduced |
| WBH Advisory Inc | 2,412 | $603.0K | 0.07% | +15+0.6% | Added |
| Verition Fund Management LLC | 2,618 | $603.0K | 0.01% | +1,241+90.1% | Added |
| Boston Family Office LLC | 2,631 | $606.0K | 0.04% | +10.0% | Added |