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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 921 | $212.0K | 0.03% | +921 | New |
| Evergreen Capital Management LLC | 914 | $211.0K | 0.01% | −39−4.1% | Reduced |
| Modus Advisors, LLC | 918 | $211.0K | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 910 | $210.0K | 0.05% | −74−7.5% | Reduced |
| First National Bank & Trust Co of Newtown | 913 | $210.0K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 906 | $209.0K | 0.02% | −6−0.7% | Reduced |
| Walleye Capital LLC | 907 | $209.0K | 0.01% | +907 | New |
| Strategic Blueprint, LLC | 905 | $208.0K | 0.02% | +81+9.8% | Added |
| Knights of Columbus Asset Advisors LLC | 900 | $207.0K | 0.02% | −70−7.2% | Reduced |
| Inscription Capital, LLC | 890 | $205.0K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 887 | $204.0K | 0.03% | +69+8.4% | Added |
| Evoke Wealth, LLC | 886 | $204.0K | 0.01% | +128+16.9% | Added |
| Round Table Services, LLC | 878 | $202.0K | 0.03% | −100−10.2% | Reduced |
| Creative Financial Designs Inc | 875 | $202.0K | 0.03% | −19−2.1% | Reduced |
| Arvest Trust Co N A | 877 | $202.0K | 0.01% | +877 | New |
| EP Wealth Advisors, LLC | 867 | $200.0K | 0.00% | +867 | New |
| EverSource Wealth Advisors, LLC | 769 | $177.0K | 0.04% | +116+17.8% | Added |
| Proequities, Inc. | 750 | $173.0K | 0.01% | −226−23.2% | Reduced |
| Smithfield Trust Co | 736 | $170.0K | 0.01% | +91+14.1% | Added |
| DuPont Capital Management Corp | 714 | $164.0K | 0.01% | −162−18.5% | Reduced |
| Central Bank & Trust Co | 711 | $164.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 702 | $162.0K | 0.02% | +4+0.6% | Added |
| Lindbrook Capital, LLC | 705 | $162.0K | 0.03% | +35+5.2% | Added |
| Baldwin Brothers Inc | 695 | $160.0K | 0.02% | +265+61.6% | Added |
| Archer Investment Corp | 667 | $159.9K | 0.06% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 677 | $156.0K | 0.03% | −1,786−72.5% | Reduced |
| AdvisorNet Financial, Inc | 662 | $152.0K | 0.01% | +72+12.2% | Added |
| Newfound Research LLC | 649 | $149.0K | 0.19% | +109+20.2% | Added |
| Acadian Asset Management LLC | 637 | $146.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 629 | $145.0K | 0.09% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 631 | $145.0K | 0.08% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 623 | $143.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 606 | $139.0K | 0.03% | −10,718−94.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $138.0K | 0.09% | −125−17.2% | Reduced |
| City State Bank | 589 | $136.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 592 | $136.0K | 0.05% | +25+4.4% | Added |
| TCWP LLC | 577 | $132.0K | 0.02% | +577 | New |
| Tobam | 535 | $123.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 526 | $121.0K | 0.02% | +414+369.6% | Added |
| Optimum Investment Advisors | 500 | $115.0K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $115.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 485 | $112.0K | 0.03% | +100+26.0% | Added |
| Vestor Capital, LLC | 480 | $111.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 471 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 451 | $104.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 425 | $98.0K | 0.05% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 400 | $98.0K | 0.06% | +400 | New |
| Manchester Capital Management LLC | 411 | $95.0K | 0.01% | −862−67.7% | Reduced |
| Point72 Hong Kong Ltd | 414 | $95.0K | 0.01% | +414 | New |
| Washington Trust Co | 407 | $93.0K | 0.00% | +2+0.5% | Added |
| Financial Perspectives, Inc | 400 | $92.1K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $92.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 400 | $92.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 390 | $90.0K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 391 | $90.0K | 0.00% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 375 | $87.0K | 0.02% | +157+72.0% | Added |
| United Community Bank | 358 | $82.5K | 0.08% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 353 | $81.0K | 0.03% | +23+7.0% | Added |
| TSFG, LLC | 343 | $79.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 341 | $79.0K | 0.00% | +168+97.1% | Added |
| Concord Wealth Partners | 320 | $74.0K | 0.02% | +10+3.2% | Added |
| Pin Oak Investment Advisors Inc | 318 | $73.0K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 318 | $73.0K | 0.02% | +1+0.3% | Added |
| Hall Laurie J Trustee | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $69.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 290 | $67.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 288 | $66.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 280 | $64.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 279 | $64.0K | 0.01% | +106+61.3% | Added |
| Altshuler Shaham Ltd | 275 | $63.0K | 0.00% | +275 | New |
| FourThought Financial, LLC | 260 | $60.0K | 0.01% | −11−4.1% | Reduced |
| Blume Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 230 | $53.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $52.0K | 0.04% | +223 | New |
| Aaron Wealth Advisors | 11,516 | $50.0K | 0.00% | +11,516 | New |
| Fairfield Financial Advisors, LTD | 214 | $49.2K | 0.02% | +214 | New |
| Parkside Financial Bank & Trust | 209 | $48.0K | 0.01% | −114−35.3% | Reduced |
| Cambridge Trust Co | 200 | $47.0K | 0.00% | −77−27.8% | Reduced |
| Leelyn Smith, LLC | 204 | $47.0K | 0.01% | +15+7.9% | Added |
| Dividend Assets Capital, LLC | 205 | $47.0K | 0.01% | +205 | New |
| Bedel Financial Consulting, Inc. | 198 | $46.0K | 0.01% | +40+25.3% | Added |
| Joseph P. Lucia & Associates, LLC | 200 | $46.0K | 0.03% | +200 | New |
| West Paces Advisors Inc. | 192 | $44.2K | 0.01% | −65−25.3% | Reduced |
| Glen Eagle Advisors, LLC | 188 | $43.3K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 183 | $42.0K | 0.01% | −3−1.6% | Reduced |
| Ellevest, Inc. | 184 | $42.0K | 0.00% | +184 | New |
| Fieldpoint Private Securities, LLC | 178 | $41.0K | 0.01% | +28+18.7% | Added |
| Kelly Lawrence W & Associates Inc | 170 | $39.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 163 | $37.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 162 | $37.0K | 0.00% | −25−13.4% | Reduced |
| Johnson Financial Group, Inc. | 160 | $37.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 154 | $35.0K | 0.02% | −108−41.2% | Reduced |
| Tompkins Financial Corp | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $34.0K | 0.00% | +1+0.7% | Added |
| Tacita Capital Inc | 145 | $33.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 139 | $32.0K | 0.01% | +3+2.2% | Added |