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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 4,664 | $1.07M | 0.06% | −70−1.5% | Reduced |
| Community Capital Management, Inc. | – | $1.08M | 1.28% | – | – |
| Keybank National Association | 4,703 | $1.08M | 0.00% | +82+1.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,632 | $1.08M | 0.60% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,707 | $1.08M | 0.02% | −7,000−59.8% | Reduced |
| Dana Investment Advisors, Inc. | 4,721 | $1.09M | 0.05% | +189+4.2% | Added |
| Haverford Financial Services, Inc. | 4,770 | $1.10M | 0.27% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,770 | $1.10M | 0.12% | +4,770 | New |
| Toroso Investments, LLC | 4,792 | $1.10M | 0.03% | +1,151+31.6% | Added |
| Barden Capital Management, Inc. | 4,797 | $1.10M | 1.08% | +89+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,851 | $1.12M | 0.10% | +521+12.0% | Added |
| Ballast, Inc. | 4,863 | $1.12M | 0.43% | +415+9.3% | Added |
| Evergreen Wealth Solutions, LLC | 4,876 | $1.12M | 1.09% | +187+4.0% | Added |
| CIBC Private Wealth Group, LLC | 4,889 | $1.13M | 0.00% | −465−8.7% | Reduced |
| Jefferies Group LLC | 4,908 | $1.13M | 0.03% | −18,301−78.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,970 | $1.15M | 0.24% | +941+23.4% | Added |
| TBH Global Asset Management, LLC | 4,991 | $1.15M | 0.25% | 00.0% | Unchanged |
| American National Insurance Co | 5,000 | $1.15M | 0.31% | −2,075−29.3% | Reduced |
| Byrne Asset Management LLC | 5,008 | $1.15M | 0.72% | +550+12.3% | Added |
| Crossmark Global Holdings, Inc. | 5,031 | $1.16M | 0.03% | −50−1.0% | Reduced |
| Shapiro Capital Management LLC | 5,030 | $1.16M | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,034 | $1.16M | 0.14% | +180+3.7% | Added |
| Bahl & Gaynor Inc | 5,072 | $1.17M | 0.01% | −2,455−32.6% | Reduced |
| MAI Capital Management | 5,078 | $1.17M | 0.02% | −457−8.3% | Reduced |
| B. Riley Wealth Management, Inc. | 5,082 | $1.17M | 0.09% | +236+4.9% | Added |
| Fiduciary Trust Co | 5,106 | $1.18M | 0.02% | −159−3.0% | Reduced |
| Neumann Capital Management, LLC | 5,107 | $1.18M | 0.50% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,170 | $1.19M | 0.89% | +10+0.2% | Added |
| Jacobi Capital Management LLC | 5,205 | $1.20M | 0.14% | +86+1.7% | Added |
| JustInvest LLC | 5,215 | $1.20M | 0.06% | −998−16.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,221 | $1.20M | 0.07% | +818+18.6% | Added |
| 1832 Asset Management L.P. | 5,250 | $1.20M | 0.00% | +5,250 | New |
| Cadence Bank NA | 5,254 | $1.21M | 0.34% | +154+3.0% | Added |
| Advisor Partners LLC | 5,275 | $1.22M | 0.08% | −161−3.0% | Reduced |
| Comerica Securities,inc. | 5,285 | $1.22M | 0.08% | +2,910+122.5% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.22M | 0.69% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,316 | $1.22M | 0.03% | −71−1.3% | Reduced |
| Peak Financial Advisors LLC | 5,345 | $1.23M | 1.05% | +38+0.7% | Added |
| Executive Wealth Management, LLC | 5,373 | $1.24M | 0.13% | −474−8.1% | Reduced |
| Lipe & Dalton | 5,380 | $1.24M | 0.60% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,407 | $1.25M | 0.06% | +2,999+124.5% | Added |
| Brinker Capital Investments, LLC | 5,480 | $1.26M | 0.02% | −284−4.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,582 | $1.29M | 0.50% | −32−0.6% | Reduced |
| Trust Investment Advisors | 5,614 | $1.29M | 1.05% | +53+1.0% | Added |
| Malaga Cove Capital, LLC | 5,632 | $1.30M | 0.59% | +35+0.6% | Added |
| Aberdeen Wealth Management LLC | 5,655 | $1.30M | 0.89% | +90+1.6% | Added |
| Raymond James Trust N.A. | 5,766 | $1.33M | 0.04% | +626+12.2% | Added |
| Benedict Financial Advisors Inc | 5,775 | $1.33M | 0.36% | −149−2.5% | Reduced |
| Arrow Financial Corp | 5,782 | $1.33M | 0.16% | −156−2.6% | Reduced |
| Pathstone Family Office, LLC | 5,835 | $1.34M | 0.03% | −360−5.8% | Reduced |
| Regal Investment Advisors LLC | 5,850 | $1.35M | 0.12% | −53−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 5,907 | $1.36M | 0.02% | −857−12.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,943 | $1.37M | 0.04% | −1,514−20.3% | Reduced |
| Bank Hapoalim BM | 5,960 | $1.37M | 0.14% | +2,545+74.5% | Added |
| Lee Danner & Bass Inc | 5,966 | $1.37M | 0.12% | +785+15.2% | Added |
| Prospera Financial Services Inc | 5,970 | $1.38M | 0.06% | +5,970 | New |
| Miller Investment Management, LP | 6,000 | $1.38M | 0.22% | 00.0% | Unchanged |
| McDonald Partners LLC | 6,037 | $1.39M | 0.30% | +6,037 | New |
| American National Registered Investment Advisor, Inc. | 6,044 | $1.39M | 0.50% | −169−2.7% | Reduced |
| Altman Advisors, Inc. | 6,062 | $1.40M | 0.72% | −5,188−46.1% | Reduced |
| Terra Nova Asset Management LLC | 6,072 | $1.40M | 1.30% | −154−2.5% | Reduced |
| First Hawaiian Bank | 6,138 | $1.41M | 0.04% | +1,280+26.3% | Added |
| AlphaCrest Capital Management LLC | 6,210 | $1.43M | 0.08% | −8,169−56.8% | Reduced |
| BKD Wealth Advisors, LLC | 6,242 | $1.44M | 0.06% | +771+14.1% | Added |
| AE Wealth Management LLC | 6,264 | $1.44M | 0.01% | +137+2.2% | Added |
| Garner Asset Management Corp | 6,392 | $1.47M | 0.59% | +189+3.0% | Added |
| SWS Partners | 6,387 | $1.47M | 0.96% | −1,265−16.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,440 | $1.48M | 0.01% | −2,249−25.9% | Reduced |
| Aevitas Wealth Management, Inc. | 6,452 | $1.49M | 0.91% | +94+1.5% | Added |
| LGT Group Foundation | 6,399 | $1.50M | 0.04% | +6,399 | New |
| Pictet & Cie (Europe) SA | 6,527 | $1.50M | 0.06% | −8,191−55.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,537 | $1.51M | 0.03% | −853−11.5% | Reduced |
| Pinnacle Financial Partners Inc | 6,541 | $1.51M | 0.05% | +551+9.2% | Added |
| Zevenbergen Capital Investments LLC | 6,610 | $1.52M | 0.04% | +490+8.0% | Added |
| Assetmark, Inc | 6,643 | $1.53M | 0.01% | +3,849+137.8% | Added |
| Marco Investment Management LLC | 6,655 | $1.53M | 0.16% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 6,657 | $1.53M | 0.23% | +6,657 | New |
| Sigma Planning Corp | 6,731 | $1.55M | 0.05% | −71−1.0% | Reduced |
| Bryn Mawr Trust Co | 6,738 | $1.55M | 0.06% | −432−6.0% | Reduced |
| Regentatlantic Capital LLC | 6,843 | $1.58M | 0.04% | +51+0.8% | Added |
| APG Asset Management N.V. | 7,664 | $1.59M | 0.00% | −10,900−58.7% | Reduced |
| Burns J W & Co Inc | 6,942 | $1.60M | 0.25% | −657−8.6% | Reduced |
| TriaGen Wealth Management LLC | 6,952 | $1.60M | 0.83% | −933−11.8% | Reduced |
| Pendal Group Limited | 6,969 | $1.60M | 0.01% | +2,546+57.6% | Added |
| We Are One Seven, LLC | 6,988 | $1.61M | 0.17% | +597+9.3% | Added |
| Umb Bank N A | 7,056 | $1.63M | 0.02% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 7,095 | $1.63M | 1.51% | +10.0% | Added |
| BDO Wealth Advisors, LLC | 7,104 | $1.64M | 0.17% | +496+7.5% | Added |
| Oppenheimer & Co Inc | 7,134 | $1.64M | 0.03% | +1,032+16.9% | Added |
| Great Lakes Advisors, LLC | 7,188 | $1.66M | 0.03% | −493−6.4% | Reduced |
| Wambolt & Associates, LLC | 7,083 | $1.66M | 0.60% | +444+6.7% | Added |
| Condor Capital Management | 7,247 | $1.67M | 0.19% | +205+2.9% | Added |
| Guardian Capital LP | 7,255 | $1.67M | 0.03% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 7,259 | $1.67M | 0.22% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,259 | $1.67M | 0.05% | +7,259 | New |
| U.S. Capital Wealth Advisors, LLC | 7,360 | $1.70M | 0.06% | −560−7.1% | Reduced |
| Hoertkorn Richard Charles | 7,400 | $1.70M | 0.75% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.74M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,614 | $1.75M | 0.02% | −1,366−15.2% | Reduced |
| FineMark National Bank & Trust | 7,634 | $1.76M | 0.07% | −27−0.4% | Reduced |