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 |
|---|---|---|---|---|---|
| MQS Management LLC | 1,327 | $306.0K | 0.25% | +1,327 | New |
| Murphy Capital Management Inc | 1,310 | $301.0K | 0.03% | −300−18.6% | Reduced |
| Bluestein R H & Co | 1,300 | $299.0K | 0.01% | −27−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,291 | $296.0K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,275 | $294.0K | 0.05% | +1+0.1% | Added |
| Tectonic Advisors LLC | 1,274 | $293.0K | 0.05% | +209+19.6% | Added |
| First Affirmative Financial Network | 1,268 | $292.0K | 0.28% | +64+5.3% | Added |
| North Star Investment Management Corp. | 1,265 | $291.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,248 | $288.0K | 0.03% | −75−5.7% | Reduced |
| Kraematon Investment Advisors, Inc | 1,245 | $287.0K | 0.27% | +1+0.1% | Added |
| Calton & Associates, Inc. | 1,244 | $286.0K | 0.08% | −581−31.8% | Reduced |
| 9258 Wealth Management, LLC | 1,240 | $286.0K | 0.07% | −69−5.3% | Reduced |
| Hills Bank & Trust Co | 1,238 | $285.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,237 | $285.0K | 0.16% | +64+5.5% | Added |
| Buckley Wealth Management, LLC | 1,238 | $285.0K | 0.08% | +100+8.8% | Added |
| Conning Inc. | 1,222 | $281.0K | 0.01% | −100−7.6% | Reduced |
| Rise Advisors, LLC | 1,214 | $280.0K | 0.25% | +13+1.1% | Added |
| Old Mission Capital LLC | 1,208 | $278.0K | 0.01% | +1,208 | New |
| Spirit of America Management Corp | 1,200 | $276.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 1,181 | $272.0K | 0.02% | +5+0.4% | Added |
| Fortem Financial Group, LLC | 1,171 | $270.0K | 0.12% | −554−32.1% | Reduced |
| Accel Wealth Management | 1,153 | $269.0K | 0.14% | −97−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,163 | $268.0K | 0.01% | +771+196.7% | Added |
| Oak Thistle LLC | 1,164 | $268.0K | 0.14% | +1,164 | New |
| Roman Butler Fullerton & Co | 1,161 | $267.0K | 0.13% | +1,161 | New |
| Monarch Capital Management Inc | 1,157 | $266.0K | 0.07% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,153 | $266.0K | 0.02% | +1,153 | New |
| Searle & Co. | 1,150 | $265.0K | 0.10% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,151 | $265.0K | 0.13% | +313+37.4% | Added |
| Vantage Consulting Group Inc | 1,148 | $264.0K | 0.10% | −24−2.0% | Reduced |
| Syntax Advisors, LLC | 1,148 | $264.0K | 0.22% | −24−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 1,141 | $263.0K | 0.02% | +81+7.6% | Added |
| V Wealth Advisors LLC | 1,129 | $260.0K | 0.04% | −162−12.5% | Reduced |
| KRS Capital Management, LLC | 1,128 | $259.0K | 0.28% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 1,122 | $258.0K | 0.06% | +3+0.3% | Added |
| Ergoteles LLC | 1,116 | $257.0K | 0.01% | +1,116 | New |
| Fortitude Advisory Group L.L.C. | 1,113 | $256.0K | 0.14% | −442−28.4% | Reduced |
| Shelton Capital Management | 1,109 | $255.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,106 | $255.0K | 0.07% | +3+0.3% | Added |
| Accurate Wealth Management, LLC | 1,106 | $255.0K | 0.11% | +952+618.2% | Added |
| Quantamental Technologies LLC | 1,106 | $255.0K | 0.15% | +1,106 | New |
| Veriti Management LLC | 1,107 | $255.0K | 0.03% | +1,107 | New |
| Phoenix Holdings Ltd. | 1,087 | $254.0K | 0.00% | +90+9.0% | Added |
| Socha Financial Group, LLC | 1,094 | $252.0K | 0.21% | +4+0.4% | Added |
| Chatham Capital Group, Inc. | 1,090 | $251.0K | 0.05% | −75−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 1,094 | $251.0K | 0.00% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,082 | $249.0K | 0.17% | +214+24.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,075 | $248.0K | 0.01% | −49−4.4% | Reduced |
| Signaturefd, LLC | 1,070 | $246.0K | 0.01% | −158−12.9% | Reduced |
| McLean Asset Management Corp | 1,070 | $246.0K | 0.18% | +29+2.8% | Added |
| Shelton Wealth Management, LLC | 1,058 | $244.0K | 0.19% | +2+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,061 | $244.0K | 0.00% | +185+21.1% | Added |
| Successful Portfolios LLC | 1,061 | $244.0K | 0.14% | +1,061 | New |
| Nomura Holdings Inc | 1,042 | $243.0K | 0.00% | −20,714−95.2% | Reduced |
| Diametric Capital, LP | 1,056 | $243.0K | 0.13% | −3,087−74.5% | Reduced |
| Wealthcare Advisory Partners LLC | 1,055 | $243.0K | 0.01% | −296−21.9% | Reduced |
| Allworth Financial LP | 1,045 | $241.0K | 0.00% | +11+1.1% | Added |
| Welch Group, LLC | 1,041 | $240.0K | 0.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,039 | $239.0K | 0.02% | −375−26.5% | Reduced |
| Wealth Architects, LLC | 1,035 | $238.0K | 0.04% | +80+8.4% | Added |
| Wealth Advisors of Iowa, LLC | 1,031 | $237.0K | 0.12% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,027 | $237.0K | 0.27% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $236.0K | 0.00% | −3−0.3% | Reduced |
| West Bancorporation Inc | 1,024 | $236.0K | 0.15% | −1−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 1,025 | $236.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,025 | $236.0K | 0.05% | +10+1.0% | Added |
| Seelaus Asset Management LLC | 1,025 | $236.0K | 0.14% | +140+15.8% | Added |
| Knuff & Co LLC | 1,022 | $235.0K | 0.09% | −35−3.3% | Reduced |
| Trustcore Financial Services, LLC | 1,022 | $235.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,019 | $235.0K | 0.11% | +12+1.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,020 | $235.0K | 0.09% | +1,020 | New |
| Callahan Advisors, LLC | 1,015 | $234.0K | 0.03% | −35−3.3% | Reduced |
| Goodwin Daniel L | 1,018 | $234.0K | 0.10% | +15+1.5% | Added |
| Quantum Private Wealth, LLC | 1,015 | $233.0K | 0.10% | −110−9.8% | Reduced |
| Sawtooth Solutions, LLC | 1,009 | $232.0K | 0.03% | −963−48.8% | Reduced |
| Money Concepts Capital Corp | 1,008 | $232.0K | 0.01% | +1,008 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $230.0K | 0.02% | −6−0.6% | Reduced |
| German American Bancorp, Inc. | 1,000 | $230.0K | 0.03% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $230.0K | 0.11% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $230.0K | 0.11% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,000 | $230.0K | 0.07% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $230.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $230.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 996 | $229.0K | 0.02% | +996 | New |
| Warther Private Wealth, LLC | 979 | $229.0K | 0.15% | +979 | New |
| Personal Capital Advisors Corp | 992 | $228.0K | 0.00% | −165−14.3% | Reduced |
| AdvisorShares Investments LLC | 975 | $225.0K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 977 | $225.0K | 0.01% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 895 | $225.0K | 0.11% | +895 | New |
| Retirement Guys Formula LLC | 979 | $225.0K | 0.15% | +979 | New |
| Seneca Financial Advisors LLC | 975 | $224.6K | 0.14% | +3+0.3% | Added |
| Beck Bode, LLC | 955 | $220.0K | 0.05% | −55,943−98.3% | Reduced |
| Haverford Trust Co | 954 | $220.0K | 0.00% | −3,647−79.3% | Reduced |
| Equitable Holdings, Inc. | 955 | $220.0K | 0.00% | +14+1.5% | Added |
| HB Wealth Management, LLC | 951 | $219.0K | 0.00% | −374−28.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 946 | $218.0K | 0.05% | +775+453.2% | Added |
| Cohen Investment Advisors LLC | 941 | $217.0K | 0.16% | +10+1.1% | Added |
| Castle Rock Wealth Management, LLC | 851 | $216.0K | 0.10% | +851 | New |
| Baxter Bros Inc | 925 | $213.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $213.0K | 0.06% | 00.0% | Unchanged |