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 |
|---|---|---|---|---|---|
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,725 | $1.78M | 0.03% | +7,725 | New |
| Independent Solutions Wealth Management, LLC | 7,766 | $1.79M | 0.46% | −429−5.2% | Reduced |
| Allstate Corp | 7,771 | $1.79M | 0.05% | −5,295−40.5% | Reduced |
| American Portfolios Advisors | 7,861 | $1.81M | 0.06% | +151+2.0% | Added |
| Achmea Investment Management B.V. | 7,938 | $1.83M | 0.05% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,939 | $1.83M | 0.92% | +1,105+16.2% | Added |
| Ethic Inc. | 8,038 | $1.85M | 0.13% | +7,131+786.2% | Added |
| Cambria Investment Management, L.P. | 8,040 | $1.85M | 0.24% | −12−0.1% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.86M | 1.05% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 8,100 | $1.87M | 1.47% | +533+7.0% | Added |
| Silvercrest Asset Management Group LLC | 8,114 | $1.87M | 0.01% | −349−4.1% | Reduced |
| Triangle Securities Wealth Management | 8,130 | $1.87M | 0.63% | −109−1.3% | Reduced |
| Baldwin Investment Management, LLC | 8,129 | $1.87M | 0.52% | +90+1.1% | Added |
| Webster Bank, N. A. | 8,168 | $1.88M | 0.22% | −7,174−46.8% | Reduced |
| Oppenheimer Asset Management Inc. | 8,168 | $1.88M | 0.03% | +2,001+32.4% | Added |
| Brookstone Capital Management | 7,615 | $1.89M | 0.04% | +1,859+32.3% | Added |
| Allianz Asset Management GmbH | 8,207 | $1.89M | 0.00% | +1,209+17.3% | Added |
| Citizens National Bank Trust Department | 7,705 | $1.90M | 0.76% | −125−1.6% | Reduced |
| Fernwood Investment Management, LLC | 8,400 | $1.94M | 0.68% | −100−1.2% | Reduced |
| Spire Wealth Management | 8,441 | $1.94M | 0.05% | −3,248−27.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,450 | $1.95M | 0.16% | +652+8.4% | Added |
| Occidental Asset Management, LLC | 8,452 | $1.95M | 0.50% | +230+2.8% | Added |
| Pacer Advisors, Inc. | 8,477 | $1.95M | 0.02% | −72−0.8% | Reduced |
| Soros Capital Management LLC | 8,505 | $1.96M | 0.47% | −3,811−30.9% | Reduced |
| West Oak Capital, LLC | 8,600 | $1.98M | 0.89% | −185−2.1% | Reduced |
| Kingsview Wealth Management, LLC | 8,629 | $1.99M | 0.09% | −1,248−12.6% | Reduced |
| Kestra Private Wealth Services, LLC | 8,821 | $2.03M | 0.10% | −415−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 8,840 | $2.04M | 0.14% | −5,940−40.2% | Reduced |
| HBW Advisory Services LLC | 8,901 | $2.05M | 0.72% | −11,335−56.0% | Reduced |
| Archon Partners LLC | 8,900 | $2.05M | 0.27% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 8,956 | $2.06M | 1.73% | −109−1.2% | Reduced |
| Artha Asset Management LLC | 9,000 | $2.07M | 2.19% | +9,000 | New |
| Duality Advisers, LP | 9,050 | $2.08M | 0.22% | +9,050 | New |
| Bessemer Group Inc | 9,076 | $2.09M | 0.00% | +137+1.5% | Added |
| HCR Wealth Advisors | 9,134 | $2.10M | 0.34% | −85−0.9% | Reduced |
| Wunderlich Capital Managemnt | 9,141 | $2.10M | 0.99% | −61−0.7% | Reduced |
| Outfitter Financial LLC | 9,180 | $2.11M | 1.62% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,229 | $2.12M | 0.00% | −39,849−81.2% | Reduced |
| Griffin Asset Management, Inc. | 9,276 | $2.14M | 0.28% | −182−1.9% | Reduced |
| Audent Global Asset Management, LLC | 9,294 | $2.14M | 1.18% | −2,287−19.7% | Reduced |
| Horizon Wealth Management, LLC | 9,295 | $2.14M | 0.67% | +159+1.7% | Added |
| Vident Investment Advisory, LLC | 9,336 | $2.15M | 0.06% | +6,013+181.0% | Added |
| Van Hulzen Asset Management, LLC | 9,401 | $2.17M | 0.23% | +15+0.2% | Added |
| Cobblestone Capital Advisors LLC | 9,484 | $2.18M | 0.15% | +77+0.8% | Added |
| New Mexico Educational Retirement Board | 9,521 | $2.19M | 0.08% | −800−7.8% | Reduced |
| Capital Analysts, LLC | 9,534 | $2.20M | 0.14% | +192+2.1% | Added |
| Coastal Investment Advisors, Inc. | 9,668 | $2.23M | 0.44% | −600−5.8% | Reduced |
| WD Rutherford LLC | 9,680 | $2.23M | 1.27% | +10+0.1% | Added |
| Bangor Savings Bank | 9,695 | $2.23M | 0.24% | +128+1.3% | Added |
| Essex Investment Management Co LLC | 9,814 | $2.26M | 0.28% | +40.0% | Added |
| Oliver Luxxe Assets LLC | 9,874 | $2.27M | 0.58% | +163+1.7% | Added |
| Mercer Global Advisors Inc | 9,883 | $2.28M | 0.01% | +700+7.6% | Added |
| EULAV Asset Management | 10,000 | $2.30M | 0.07% | −11,004−52.4% | Reduced |
| Belpointe Asset Management LLC | 10,007 | $2.31M | 0.14% | −286−2.8% | Reduced |
| People's United Financial, Inc. | 10,070 | $2.32M | 0.07% | −269−2.6% | Reduced |
| Daiwa Securities Group Inc. | 10,087 | $2.32M | 0.01% | +292+3.0% | Added |
| Advisory Services Network, LLC | 10,090 | $2.32M | 0.07% | +42+0.4% | Added |
| Northstar Asset Management LLC | 10,123 | $2.33M | 0.60% | −200−1.9% | Reduced |
| Metropolitan Life Insurance Co | 10,142 | $2.34M | 0.08% | −8,472−45.5% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.37M | 0.62% | 00.0% | Unchanged |
| Holocene Advisors, LP | 10,311 | $2.38M | 0.01% | +10,311 | New |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.38M | 1.20% | −100−1.0% | Reduced |
| TD Private Client Wealth LLC | 10,362 | $2.39M | 0.10% | +172+1.7% | Added |
| Ziegler Capital Management, LLC | 10,373 | $2.39M | 0.10% | −58,913−85.0% | Reduced |
| TownSquare Capital, LLC | 10,383 | $2.39M | 0.06% | −214−2.0% | Reduced |
| Kentucky Retirement Systems | 10,475 | $2.41M | 0.10% | +587+5.9% | Added |
| Stableford Capital II LLC | 10,000 | $2.42M | 1.03% | +18+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,544 | $2.43M | 0.05% | −41−0.4% | Reduced |
| Xponance, Inc. | 10,548 | $2.43M | 0.04% | +306+3.0% | Added |
| Candriam Luxembourg S.C.A. | 10,651 | $2.45M | 0.02% | −124−1.2% | Reduced |
| HM Payson & Co | 10,736 | $2.47M | 0.06% | −39−0.4% | Reduced |
| HRT Financial LP | 10,820 | $2.49M | 0.02% | −85,406−88.8% | Reduced |
| Captrust Financial Advisors | 10,855 | $2.50M | 0.02% | +2,272+26.5% | Added |
| Ar Asset Management Inc | 10,875 | $2.50M | 0.63% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,947 | $2.52M | 0.20% | −15−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,990 | $2.53M | 0.09% | +50+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 11,000 | $2.53M | 0.49% | +3,759+51.9% | Added |
| Stratos Wealth Partners, LTD. | 11,103 | $2.56M | 0.06% | +244+2.2% | Added |
| Moody National Bank Trust Division | 11,200 | $2.58M | 0.08% | −2,244−16.7% | Reduced |
| Storebrand Asset Management AS | 11,217 | $2.58M | 0.01% | −591−5.0% | Reduced |
| Vista Investment Management | 11,329 | $2.61M | 1.43% | +13+0.1% | Added |
| Farmers Trust Co | 11,389 | $2.62M | 0.56% | +156+1.4% | Added |
| Natixis Investment Managers International | 11,458 | $2.64M | 0.05% | +11,458 | New |
| Palisade Capital Management LLC | 11,510 | $2.65M | 0.06% | +10+0.1% | Added |
| South Dakota Investment Council | 11,591 | $2.67M | 0.05% | −2,970−20.4% | Reduced |
| Louisiana State Employees Retirement System | 10,400 | $2.69M | 0.06% | +100+1.0% | Added |
| Cox Capital Mgt LLC | 11,804 | $2.72M | 1.71% | −168−1.4% | Reduced |
| Winton Group Ltd | 11,897 | $2.74M | 0.14% | +5,160+76.6% | Added |
| Wexford Capital LP | 12,098 | $2.79M | 0.59% | +11,092+1,102.6% | Added |
| City Holding Co | 12,142 | $2.80M | 0.45% | −590−4.6% | Reduced |
| SAM Advisors, LLC | 12,144 | $2.80M | 1.21% | +515+4.4% | Added |
| Maryland State Retirement & Pension System | 12,187 | $2.81M | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 12,205 | $2.81M | 0.34% | +680+5.9% | Added |
| Sargent Bickham Lagudis LLC | 12,346 | $2.84M | 0.22% | +1,347+12.2% | Added |
| Northcape Wealth Management, LLC | 12,781 | $2.94M | 0.86% | +1,029+8.8% | Added |
| Commerce Bank | 12,890 | $2.97M | 0.02% | −428−3.2% | Reduced |
| Herbst Group, LLC | 12,892 | $2.97M | 1.97% | −175−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 12,919 | $2.98M | 0.09% | −30.0% | Reduced |
| Wolverine Trading, LLC | 12,842 | $2.99M | 0.09% | −4,884−27.6% | Reduced |
| Oregon Public Employees Retirement Fund | 13,223 | $3.05M | 0.03% | −453−3.3% | Reduced |