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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 13,376 | $3.08M | 0.06% | −200−1.5% | Reduced |
| Robbins Farley LLC | 13,363 | $3.08M | 2.32% | −356−2.6% | Reduced |
| Meridian Management Co | 13,354 | $3.08M | 0.98% | −23−0.2% | Reduced |
| Intellectus Partners, LLC | 13,320 | $3.07M | 0.92% | −21−0.2% | Reduced |
| Atria Investments LLC | 13,298 | $3.06M | 0.05% | +2,990+29.0% | Added |
| Oregon Public Employees Retirement Fund | 13,223 | $3.05M | 0.03% | −453−3.3% | Reduced |
| Cornercap Investment Counsel Inc | 13,223 | $3.05M | 0.34% | +383+3.0% | Added |
| Wolverine Trading, LLC | 12,842 | $2.99M | 0.09% | −4,884−27.6% | Reduced |
| Elo Mutual Pension Insurance Co | 12,919 | $2.98M | 0.09% | −30.0% | Reduced |
| 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 |
| Northcape Wealth Management, LLC | 12,781 | $2.94M | 0.86% | +1,029+8.8% | Added |
| Sargent Bickham Lagudis LLC | 12,346 | $2.84M | 0.22% | +1,347+12.2% | Added |
| Coastline Trust Co | 12,205 | $2.81M | 0.34% | +680+5.9% | Added |
| Maryland State Retirement & Pension System | 12,187 | $2.81M | 0.08% | 00.0% | Unchanged |
| SAM Advisors, LLC | 12,144 | $2.80M | 1.21% | +515+4.4% | Added |
| City Holding Co | 12,142 | $2.80M | 0.45% | −590−4.6% | Reduced |
| Wexford Capital LP | 12,098 | $2.79M | 0.59% | +11,092+1,102.6% | Added |
| Winton Group Ltd | 11,897 | $2.74M | 0.14% | +5,160+76.6% | Added |
| Cox Capital Mgt LLC | 11,804 | $2.72M | 1.71% | −168−1.4% | Reduced |
| Louisiana State Employees Retirement System | 10,400 | $2.69M | 0.06% | +100+1.0% | Added |
| South Dakota Investment Council | 11,591 | $2.67M | 0.05% | −2,970−20.4% | Reduced |
| Palisade Capital Management LLC | 11,510 | $2.65M | 0.06% | +10+0.1% | Added |
| Natixis Investment Managers International | 11,458 | $2.64M | 0.05% | +11,458 | New |
| Farmers Trust Co | 11,389 | $2.62M | 0.56% | +156+1.4% | Added |
| Vista Investment Management | 11,329 | $2.61M | 1.43% | +13+0.1% | Added |
| Storebrand Asset Management AS | 11,217 | $2.58M | 0.01% | −591−5.0% | Reduced |
| Moody National Bank Trust Division | 11,200 | $2.58M | 0.08% | −2,244−16.7% | Reduced |
| Stratos Wealth Partners, LTD. | 11,103 | $2.56M | 0.06% | +244+2.2% | Added |
| Strategic Wealth Partners, Ltd. | 11,000 | $2.53M | 0.49% | +3,759+51.9% | Added |
| Carnegie Capital Asset Management, LLC | 10,990 | $2.53M | 0.09% | +50+0.5% | Added |
| Level Four Advisory Services, LLC | 10,947 | $2.52M | 0.20% | −15−0.1% | Reduced |
| Ar Asset Management Inc | 10,875 | $2.50M | 0.63% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,855 | $2.50M | 0.02% | +2,272+26.5% | Added |
| HRT Financial LP | 10,820 | $2.49M | 0.02% | −85,406−88.8% | Reduced |
| HM Payson & Co | 10,736 | $2.47M | 0.06% | −39−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 10,651 | $2.45M | 0.02% | −124−1.2% | Reduced |
| Xponance, Inc. | 10,548 | $2.43M | 0.04% | +306+3.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,544 | $2.43M | 0.05% | −41−0.4% | Reduced |
| Stableford Capital II LLC | 10,000 | $2.42M | 1.03% | +18+0.2% | Added |
| Kentucky Retirement Systems | 10,475 | $2.41M | 0.10% | +587+5.9% | Added |
| TownSquare Capital, LLC | 10,383 | $2.39M | 0.06% | −214−2.0% | Reduced |
| Ziegler Capital Management, LLC | 10,373 | $2.39M | 0.10% | −58,913−85.0% | Reduced |
| TD Private Client Wealth LLC | 10,362 | $2.39M | 0.10% | +172+1.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.38M | 1.20% | −100−1.0% | Reduced |
| Holocene Advisors, LP | 10,311 | $2.38M | 0.01% | +10,311 | New |
| Shelter Mutual Insurance Co | 10,300 | $2.37M | 0.62% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,142 | $2.34M | 0.08% | −8,472−45.5% | Reduced |
| Northstar Asset Management LLC | 10,123 | $2.33M | 0.60% | −200−1.9% | Reduced |
| Advisory Services Network, LLC | 10,090 | $2.32M | 0.07% | +42+0.4% | Added |
| Daiwa Securities Group Inc. | 10,087 | $2.32M | 0.01% | +292+3.0% | Added |
| People's United Financial, Inc. | 10,070 | $2.32M | 0.07% | −269−2.6% | Reduced |
| Belpointe Asset Management LLC | 10,007 | $2.31M | 0.14% | −286−2.8% | Reduced |
| EULAV Asset Management | 10,000 | $2.30M | 0.07% | −11,004−52.4% | Reduced |
| Mercer Global Advisors Inc | 9,883 | $2.28M | 0.01% | +700+7.6% | Added |
| Oliver Luxxe Assets LLC | 9,874 | $2.27M | 0.58% | +163+1.7% | Added |
| Essex Investment Management Co LLC | 9,814 | $2.26M | 0.28% | +40.0% | Added |
| Bangor Savings Bank | 9,695 | $2.23M | 0.24% | +128+1.3% | Added |
| WD Rutherford LLC | 9,680 | $2.23M | 1.27% | +10+0.1% | Added |
| Coastal Investment Advisors, Inc. | 9,668 | $2.23M | 0.44% | −600−5.8% | Reduced |
| Capital Analysts, LLC | 9,534 | $2.20M | 0.14% | +192+2.1% | Added |
| New Mexico Educational Retirement Board | 9,521 | $2.19M | 0.08% | −800−7.8% | Reduced |
| Cobblestone Capital Advisors LLC | 9,484 | $2.18M | 0.15% | +77+0.8% | Added |
| Van Hulzen Asset Management, LLC | 9,401 | $2.17M | 0.23% | +15+0.2% | Added |
| Vident Investment Advisory, LLC | 9,336 | $2.15M | 0.06% | +6,013+181.0% | Added |
| Horizon Wealth Management, LLC | 9,295 | $2.14M | 0.67% | +159+1.7% | Added |
| Audent Global Asset Management, LLC | 9,294 | $2.14M | 1.18% | −2,287−19.7% | Reduced |
| Griffin Asset Management, Inc. | 9,276 | $2.14M | 0.28% | −182−1.9% | Reduced |
| Lazard Asset Management LLC | 9,229 | $2.12M | 0.00% | −39,849−81.2% | Reduced |
| Outfitter Financial LLC | 9,180 | $2.11M | 1.62% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 9,141 | $2.10M | 0.99% | −61−0.7% | Reduced |
| HCR Wealth Advisors | 9,134 | $2.10M | 0.34% | −85−0.9% | Reduced |
| Bessemer Group Inc | 9,076 | $2.09M | 0.00% | +137+1.5% | Added |
| Duality Advisers, LP | 9,050 | $2.08M | 0.22% | +9,050 | New |
| Artha Asset Management LLC | 9,000 | $2.07M | 2.19% | +9,000 | New |
| Private Harbour Investment Management & Counsel, LLC | 8,956 | $2.06M | 1.73% | −109−1.2% | 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 |
| Dynamic Advisor Solutions LLC | 8,840 | $2.04M | 0.14% | −5,940−40.2% | Reduced |
| Kestra Private Wealth Services, LLC | 8,821 | $2.03M | 0.10% | −415−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 8,629 | $1.99M | 0.09% | −1,248−12.6% | Reduced |
| West Oak Capital, LLC | 8,600 | $1.98M | 0.89% | −185−2.1% | Reduced |
| Soros Capital Management LLC | 8,505 | $1.96M | 0.47% | −3,811−30.9% | Reduced |
| Pacer Advisors, Inc. | 8,477 | $1.95M | 0.02% | −72−0.8% | Reduced |
| Occidental Asset Management, LLC | 8,452 | $1.95M | 0.50% | +230+2.8% | Added |
| Laurel Wealth Advisors, Inc. | 8,450 | $1.95M | 0.16% | +652+8.4% | Added |
| Spire Wealth Management | 8,441 | $1.94M | 0.05% | −3,248−27.8% | Reduced |
| Fernwood Investment Management, LLC | 8,400 | $1.94M | 0.68% | −100−1.2% | Reduced |
| Citizens National Bank Trust Department | 7,705 | $1.90M | 0.76% | −125−1.6% | Reduced |
| Allianz Asset Management GmbH | 8,207 | $1.89M | 0.00% | +1,209+17.3% | Added |
| Brookstone Capital Management | 7,615 | $1.89M | 0.04% | +1,859+32.3% | 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 |
| 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 |
| Silvercrest Asset Management Group LLC | 8,114 | $1.87M | 0.01% | −349−4.1% | Reduced |
| Hudson Canyon Capital Management | 8,100 | $1.87M | 1.47% | +533+7.0% | Added |
| Gs Investments, Inc. | 7,485 | $1.86M | 1.05% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,040 | $1.85M | 0.24% | −12−0.1% | Reduced |
| Ethic Inc. | 8,038 | $1.85M | 0.13% | +7,131+786.2% | Added |