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 |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 24,066 | $5.54M | 1.40% | +618+2.6% | Added |
| Sandy Spring Bank | 23,980 | $5.52M | 0.28% | −1,657−6.5% | Reduced |
| Mackay Shields LLC | 23,666 | $5.45M | 0.05% | −918−3.7% | Reduced |
| Tower Bridge Advisors | 23,571 | $5.43M | 0.36% | +141+0.6% | Added |
| State of Alaska, Department of Revenue | 23,123 | $5.33M | 0.06% | −655−2.8% | Reduced |
| Addison Capital Co | 22,983 | $5.29M | 2.52% | +919+4.2% | Added |
| Public Sector Pension Investment Board | 22,976 | $5.29M | 0.03% | −4,430−16.2% | Reduced |
| Peapack Gladstone Financial Corp | 22,832 | $5.27M | 0.10% | −25−0.1% | Reduced |
| Providence Capital Advisors, LLC | 22,851 | $5.26M | 1.39% | +1,670+7.9% | Added |
| Avantax Advisory Services, Inc. | 22,702 | $5.22M | 0.07% | +2,744+13.7% | Added |
| Liberty Capital Management, Inc. | 22,605 | $5.21M | 1.52% | −87−0.4% | Reduced |
| NS Partners Ltd | 22,530 | $5.19M | 0.28% | −876−3.7% | Reduced |
| Picton Mahoney Asset Management | 22,195 | $5.11M | 0.19% | −5,305−19.3% | Reduced |
| CIBC Asset Management Inc | 22,092 | $5.09M | 0.02% | +5,160+30.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,989 | $5.07M | 0.05% | +1,371+6.6% | Added |
| Central Trust Co | 21,665 | $4.99M | 0.14% | −870−3.9% | Reduced |
| Townsend Asset Management Corp | 21,581 | $4.97M | 2.43% | +535+2.5% | Added |
| LMR Partners LLP | 21,531 | $4.96M | 0.07% | +19,670+1,057.0% | Added |
| Alpha Omega Wealth Management LLC | 21,484 | $4.95M | 0.78% | +356+1.7% | Added |
| Texas Permanent School Fund | 21,316 | $4.91M | 0.07% | −1,341−5.9% | Reduced |
| Seeyond | 21,273 | $4.90M | 0.49% | +1,064+5.3% | Added |
| Rothschild & Co Asset Management US Inc. | 20,824 | $4.80M | 0.06% | +604+3.0% | Added |
| Private Advisor Group, LLC | 20,804 | $4.79M | 0.04% | −1,295−5.9% | Reduced |
| IFP Advisors, Inc | 21,392 | $4.78M | 0.06% | +14,227+198.6% | Added |
| Redwood Investments, LLC | 20,416 | $4.70M | 0.45% | +14,209+228.9% | Added |
| Beecher Investors Inc | 20,158 | $4.64M | 5.38% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 20,009 | $4.61M | 0.18% | +2,117+11.8% | Added |
| Kestra Advisory Services, LLC | 19,827 | $4.57M | 0.05% | −2,164−9.8% | Reduced |
| Hedeker Wealth, LLC | 19,760 | $4.55M | 1.38% | +7,441+60.4% | Added |
| Tredje AP-fonden | 19,672 | $4.53M | 0.09% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 19,640 | $4.52M | 2.27% | −30−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 19,610 | $4.52M | 0.02% | +19,610 | New |
| Appleton Partners Inc | 19,472 | $4.49M | 0.37% | +97+0.5% | Added |
| Cinctive Capital Management LP | 19,421 | $4.47M | 0.20% | +15,303+371.6% | Added |
| RNC Capital Management LLC | 19,389 | $4.47M | 0.23% | −262−1.3% | Reduced |
| Bailard, Inc. | 19,391 | $4.47M | 0.15% | −216−1.1% | Reduced |
| Hantz Financial Services, Inc. | 19,193 | $4.42M | 0.13% | +65+0.3% | Added |
| Montag A & Associates Inc | 19,161 | $4.41M | 0.23% | −15,276−44.4% | Reduced |
| Bogart Wealth, LLC | 18,998 | $4.38M | 0.37% | +1,185+6.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 18,901 | $4.35M | 1.11% | −55−0.3% | Reduced |
| Alberta Investment Management Corp | 18,890 | $4.35M | 0.02% | +4,440+30.7% | Added |
| Financial Counselors Inc | 18,691 | $4.30M | 0.09% | −4,911−20.8% | Reduced |
| Citizens Business Bank | 18,684 | $4.30M | 0.52% | +1,473+8.6% | Added |
| St Germain D J Co Inc | 18,595 | $4.28M | 0.24% | +49+0.3% | Added |
| Trust Co of Vermont | 18,411 | $4.24M | 0.29% | +161+0.9% | Added |
| Scotia Capital Inc. | 18,269 | $4.21M | 0.03% | −8,687−32.2% | Reduced |
| Resources Management Corp | 18,240 | $4.20M | 0.59% | +68+0.4% | Added |
| Joho Capital LLC | 18,215 | $4.20M | 0.60% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 18,088 | $4.17M | 0.05% | +1,303+7.8% | Added |
| First Trust Advisors LP | 17,862 | $4.11M | 0.00% | −267,997−93.8% | Reduced |
| Peddock Capital Advisors, LLC | 17,700 | $4.08M | 1.32% | +135+0.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 17,595 | $4.05M | 0.88% | +614+3.6% | Added |
| Private Asset Management Inc | 17,587 | $4.05M | 0.55% | −619−3.4% | Reduced |
| Stonnington Group, LLC | 16,251 | $4.02M | 0.96% | +2,390+17.2% | Added |
| Ninety One North America, Inc. | 17,183 | $3.96M | 0.15% | +7,612+79.5% | Added |
| Narwhal Capital Management | 17,162 | $3.95M | 0.46% | −10,667−38.3% | Reduced |
| Aviance Capital Partners, LLC | 17,161 | $3.95M | 0.73% | +539+3.2% | Added |
| Kavar Capital Partners Group, LLC | 17,062 | $3.93M | 0.85% | +301+1.8% | Added |
| Cetera Investment Advisers | 17,026 | $3.92M | 0.06% | +163+1.0% | Added |
| River Wealth Advisors LLC | 16,869 | $3.88M | 0.62% | +1,687+11.1% | Added |
| Valley National Advisers Inc | 16,857 | $3.88M | 0.74% | +4,567+37.2% | Added |
| Autus Asset Management, LLC | 16,805 | $3.87M | 0.58% | −3,991−19.2% | Reduced |
| First Manhattan Co | 16,692 | $3.84M | 0.01% | +16,423+6,105.2% | Added |
| National Asset Management, Inc. | 16,679 | $3.84M | 0.13% | −349−2.0% | Reduced |
| Oak Asset Management, LLC | 16,510 | $3.80M | 1.51% | +285+1.8% | Added |
| Hoylecohen, LLC | 15,849 | $3.65M | 0.31% | −204−1.3% | Reduced |
| Burney Co | 15,719 | $3.62M | 0.17% | −112−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 15,662 | $3.61M | 0.24% | +2,893+22.7% | Added |
| Investment House LLC | 15,587 | $3.59M | 0.26% | −523−3.2% | Reduced |
| Hartford Investment Management Co | 15,539 | $3.58M | 0.09% | −1,136−6.8% | Reduced |
| Norinchukin Bank, The | 15,536 | $3.58M | 0.05% | +1,229+8.6% | Added |
| Parkside Investments, LLC | 15,525 | $3.58M | 0.70% | −2,115−12.0% | Reduced |
| Macquarie Group Ltd | 15,488 | $3.57M | 0.00% | −554−3.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,424 | $3.55M | 0.96% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 15,409 | $3.55M | 0.70% | +1,071+7.5% | Added |
| Spinnaker Trust | 15,206 | $3.50M | 0.24% | −198−1.3% | Reduced |
| Cornerstone Advisors, LLC | 15,000 | $3.46M | 0.20% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 14,966 | $3.45M | 1.05% | −338−2.2% | Reduced |
| Synovus Financial Corp | 14,944 | $3.44M | 0.04% | −1,274−7.9% | Reduced |
| HBK Sorce Advisory LLC | 14,932 | $3.44M | 0.19% | +27+0.2% | Added |
| Sand Hill Global Advisors, LLC | 14,932 | $3.44M | 0.19% | +509+3.5% | Added |
| Valeo Financial Advisors, LLC | 14,907 | $3.43M | 0.18% | +576+4.0% | Added |
| Armstrong Shaw Associates Inc | 14,833 | $3.42M | 2.86% | −837−5.3% | Reduced |
| Univest Financial Corp | 14,808 | $3.41M | 0.96% | −442−2.9% | Reduced |
| Geneos Wealth Management Inc. | 14,795 | $3.41M | 0.15% | −1,531−9.4% | Reduced |
| Private Wealth Partners, LLC | 14,645 | $3.37M | 0.30% | −1,310−8.2% | Reduced |
| Patton Albertson Miller Group, LLC | 14,491 | $3.34M | 0.57% | +388+2.8% | Added |
| Panagora Asset Management Inc | 13,983 | $3.22M | 0.02% | −13,645−49.4% | Reduced |
| Westpac Banking Corp | 13,983 | $3.22M | 0.04% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 13,924 | $3.21M | 0.94% | −2,175−13.5% | Reduced |
| Xcel Wealth Management, LLC | 13,849 | $3.19M | 0.87% | +200+1.5% | Added |
| MML Investors Services, LLC | 13,840 | $3.19M | 0.02% | −1,259−8.3% | Reduced |
| Banque Pictet & Cie SA | 13,819 | $3.18M | 0.02% | +365+2.7% | Added |
| Fulton Bank, N.A. | 13,633 | $3.14M | 0.15% | +550+4.2% | Added |
| Toth Financial Advisory Corp | 13,540 | $3.12M | 0.47% | −181−1.3% | Reduced |
| Private Trust Co NA | 13,518 | $3.11M | 0.49% | +75+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,453 | $3.10M | 0.01% | +1,368+11.3% | Added |
| Linscomb & Williams, Inc. | 13,441 | $3.10M | 0.15% | +290+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 13,404 | $3.09M | 0.05% | +159+1.2% | Added |
| Atlantic Union Bankshares Corp | 13,385 | $3.08M | 0.27% | +1,612+13.7% | Added |