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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 2,636 | $607.0K | 0.07% | +344+15.0% | Added |
| Change Path, LLC | 2,648 | $610.0K | 0.03% | +2,648 | New |
| Cetera Advisors LLC | 2,663 | $613.0K | 0.01% | −1,720−39.2% | Reduced |
| Tudor Investment Corp Et Al | 2,690 | $620.0K | 0.02% | −1,008−27.3% | Reduced |
| Heartland Bank & Trust Co | 2,692 | $620.0K | 0.47% | +372+16.0% | Added |
| Benchmark Investment Advisors LLC | 2,746 | $632.0K | 0.48% | −84−3.0% | Reduced |
| Marion Wealth Management | 2,747 | $633.0K | 0.31% | +28+1.0% | Added |
| FDx Advisors, Inc. | 2,792 | $643.0K | 0.02% | +49+1.8% | Added |
| Walleye Trading LLC | 2,808 | $647.0K | 0.01% | +463+19.7% | Added |
| Laidlaw Wealth Management LLC | 2,817 | $649.0K | 0.11% | +113+4.2% | Added |
| Anchor Investment Management, LLC | 2,822 | $650.0K | 0.08% | +225+8.7% | Added |
| Cigna Investments Inc | 2,832 | $652.0K | 0.08% | −933−24.8% | Reduced |
| Perigon Wealth Management, LLC | 2,846 | $655.0K | 0.05% | +11+0.4% | Added |
| Cornerstone Advisory, LLC | 2,852 | $657.0K | 0.10% | +300+11.8% | Added |
| Glenmede Trust Co NA | 2,898 | $666.0K | 0.00% | −3,173−52.3% | Reduced |
| Stratos Wealth Advisors, LLC | 2,913 | $671.0K | 0.05% | +561+23.9% | Added |
| Copperwynd Financial, LLC | 2,922 | $673.0K | 0.28% | +114+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 2,691 | $675.0K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,930 | $675.0K | 0.32% | +408+16.2% | Added |
| Banque Cantonale Vaudoise | 2,946 | $679.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,974 | $685.0K | 0.02% | +1,093+58.1% | Added |
| Intrust Bank NA | 2,978 | $686.0K | 0.09% | +55+1.9% | Added |
| Gilbert & Cook, Inc. | 2,985 | $688.0K | 0.11% | +149+5.3% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $691.0K | 0.01% | 00.0% | Unchanged |
| DCM Advisors, LLC | 3,023 | $696.0K | 0.25% | +750+33.0% | Added |
| Ci Investments Inc. | 3,041 | $700.0K | 0.00% | +55+1.8% | Added |
| Boston Private Wealth LLC | 3,042 | $701.0K | 0.01% | −354−10.4% | Reduced |
| Patriot Investment Management Inc. | 3,059 | $704.0K | 0.06% | +41+1.4% | Added |
| Prudential PLC | 3,059 | $705.0K | 0.01% | +3,059 | New |
| Planning Directions Inc | 3,076 | $708.0K | 0.50% | −96−3.0% | Reduced |
| Chemung Canal Trust Co | 3,080 | $709.0K | 0.14% | −59−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 3,078 | $709.0K | 0.04% | −62−2.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,145 | $724.0K | 0.07% | +818+35.2% | Added |
| Old Port Advisors | 3,103 | $725.0K | 0.25% | +11+0.4% | Added |
| Sequoia Financial Advisors, LLC | 3,149 | $725.0K | 0.02% | +471+17.6% | Added |
| TLWM | 3,209 | $737.0K | 0.26% | +157+5.1% | Added |
| Metis Global Partners, LLC | 3,235 | $745.0K | 0.09% | +1,163+56.1% | Added |
| Oak Ridge Investments LLC | 3,247 | $748.0K | 0.08% | −554−14.6% | Reduced |
| Argent Trust Co | 3,259 | $751.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,275 | $754.0K | 0.01% | +1,461+80.5% | Added |
| Eads & Heald Wealth Management | 3,288 | $757.0K | 0.35% | −22−0.7% | Reduced |
| Atlas Brown,Inc. | 3,306 | $761.0K | 0.31% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 3,327 | $766.0K | 0.14% | −10−0.3% | Reduced |
| Parallel Advisors, LLC | 3,303 | $770.0K | 0.03% | −383−10.4% | Reduced |
| Mirador Capital Partners LP | 3,379 | $778.0K | 0.16% | +295+9.6% | Added |
| Archford Capital Strategies, LLC | 3,392 | $781.0K | 0.17% | −607−15.2% | Reduced |
| SG Americas Securities, LLC | 3,400 | $783.0K | 0.01% | −17,750−83.9% | Reduced |
| Meridian Investment Counsel Inc. | 3,420 | $788.0K | 0.27% | 00.0% | Unchanged |
| Platform Technology Partners | 3,441 | $793.0K | 0.38% | +134+4.1% | Added |
| Pitcairn Co | 3,484 | $802.0K | 0.07% | +160+4.8% | Added |
| Raab & Moskowitz Asset Management LLC | 3,493 | $804.0K | 0.28% | −30−0.9% | Reduced |
| Wealth Advisors, Inc. | 3,500 | $806.0K | 0.29% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 3,543 | $816.0K | 0.49% | +100+2.9% | Added |
| ASB Consultores, LLC | 3,551 | $818.0K | 0.35% | +859+31.9% | Added |
| Brown Advisory Inc | 3,556 | $819.0K | 0.00% | +346+10.8% | Added |
| SFMG, LLC | 3,564 | $821.0K | 0.08% | −7−0.2% | Reduced |
| Parsons Capital Management Inc | 3,569 | $822.0K | 0.06% | −66−1.8% | Reduced |
| Essex Financial Services, Inc. | 3,639 | $838.0K | 0.08% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 3,682 | $848.0K | 0.03% | +280+8.2% | Added |
| Park Avenue Securities LLC | 3,698 | $852.0K | 0.01% | +648+21.2% | Added |
| Forte Capital LLC | 3,408 | $855.0K | 0.11% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 3,732 | $860.0K | 0.51% | −239−6.0% | Reduced |
| Atria Wealth Solutions, Inc. | 3,734 | $860.0K | 0.01% | +3,734 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,737 | $861.0K | 0.05% | −735−16.4% | Reduced |
| FORA Capital, LLC | 3,727 | $869.0K | 0.16% | −836−18.3% | Reduced |
| Prentice Wealth Management LLC | 3,781 | $874.0K | 0.42% | +203+5.7% | Added |
| Intact Investment Management Inc. | 3,800 | $875.0K | 0.02% | −600−13.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,800 | $875.0K | 0.10% | +65+1.7% | Added |
| Meridian Financial Partners LLC | 3,803 | $876.0K | 1.31% | +221+6.2% | Added |
| Laraway Financial Inc | 3,830 | $881.0K | 0.80% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,857 | $888.0K | 0.07% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 3,885 | $895.0K | 0.38% | +2+0.1% | Added |
| LVW Advisors, LLC | 3,887 | $895.0K | 0.16% | +5+0.1% | Added |
| Great Valley Advisor Group, Inc. | 3,877 | $915.0K | 0.05% | +520+15.5% | Added |
| Altrafin AG | 4,000 | $921.3K | 0.36% | −3,200−44.4% | Reduced |
| Piscataqua Savings Bank | 4,016 | $925.0K | 0.66% | −133−3.2% | Reduced |
| Cordatus Wealth Management LLC | 4,045 | $932.0K | 0.33% | +4,045 | New |
| ELCO Management Co., LLC | 4,104 | $945.0K | 0.64% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,161 | $958.0K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 4,168 | $960.0K | 0.01% | −177−4.1% | Reduced |
| MidWestOne Financial Group, Inc. | 4,187 | $964.0K | 0.21% | −690−14.1% | Reduced |
| Colony Group LLC | 4,232 | $975.0K | 0.01% | +2,187+106.9% | Added |
| Meiji Yasuda Life Insurance Co | 4,237 | $976.0K | 0.02% | +214+5.3% | Added |
| Venture Visionary Partners LLC | 4,251 | $979.0K | 0.07% | −298−6.6% | Reduced |
| Corient Capital Partners, LLC | 4,280 | $986.0K | 0.07% | +805+23.2% | Added |
| Koss-Olinger Consulting, LLC | 4,293 | $989.0K | 0.16% | +893+26.3% | Added |
| 17 Capital Partners, LLC | 4,321 | $995.0K | 1.04% | +7+0.2% | Added |
| Moneta Group Investment Advisors LLC | 4,337 | $999.0K | 0.04% | +839+24.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,340 | $1.00M | 0.30% | +276+6.8% | Added |
| Diamant Asset Management, Inc. | 4,345 | $1.00M | 0.77% | −350−7.5% | Reduced |
| LGT Fund Management Co Ltd. | 4,323 | $1.01M | 0.13% | +4,323 | New |
| Magnolia Capital Management Ltd | 4,392 | $1.01M | 0.84% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,121 | $1.01M | 0.19% | +4,121 | New |
| Herold Advisors, Inc. | 4,425 | $1.02M | 0.36% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,469 | $1.03M | 0.09% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,503 | $1.04M | 0.20% | +23+0.5% | Added |
| Forum Financial Management, LP | 4,521 | $1.04M | 0.05% | −102−2.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,507 | $1.04M | 0.01% | −4,727−51.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,611 | $1.06M | 0.08% | −484−9.5% | Reduced |
| Western Wealth Management, LLC | 4,618 | $1.06M | 0.05% | +3,475+304.0% | Added |