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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 7,939 | $1.83M | 0.92% | +1,105+16.2% | Added |
| Achmea Investment Management B.V. | 7,938 | $1.83M | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,861 | $1.81M | 0.06% | +151+2.0% | Added |
| Allstate Corp | 7,771 | $1.79M | 0.05% | −5,295−40.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 7,766 | $1.79M | 0.46% | −429−5.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,725 | $1.78M | 0.03% | +7,725 | New |
| FineMark National Bank & Trust | 7,634 | $1.76M | 0.07% | −27−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,614 | $1.75M | 0.02% | −1,366−15.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.74M | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 7,400 | $1.70M | 0.75% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,360 | $1.70M | 0.06% | −560−7.1% | Reduced |
| LaFleur & Godfrey LLC | 7,259 | $1.67M | 0.22% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,259 | $1.67M | 0.05% | +7,259 | New |
| Guardian Capital LP | 7,255 | $1.67M | 0.03% | 00.0% | Unchanged |
| Condor Capital Management | 7,247 | $1.67M | 0.19% | +205+2.9% | Added |
| Great Lakes Advisors, LLC | 7,188 | $1.66M | 0.03% | −493−6.4% | Reduced |
| Wambolt & Associates, LLC | 7,083 | $1.66M | 0.60% | +444+6.7% | Added |
| Oppenheimer & Co Inc | 7,134 | $1.64M | 0.03% | +1,032+16.9% | Added |
| BDO Wealth Advisors, LLC | 7,104 | $1.64M | 0.17% | +496+7.5% | Added |
| Cross Staff Investments Inc | 7,095 | $1.63M | 1.51% | +10.0% | Added |
| Umb Bank N A | 7,056 | $1.63M | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,988 | $1.61M | 0.17% | +597+9.3% | Added |
| Pendal Group Limited | 6,969 | $1.60M | 0.01% | +2,546+57.6% | Added |
| TriaGen Wealth Management LLC | 6,952 | $1.60M | 0.83% | −933−11.8% | Reduced |
| Burns J W & Co Inc | 6,942 | $1.60M | 0.25% | −657−8.6% | Reduced |
| APG Asset Management N.V. | 7,664 | $1.59M | 0.00% | −10,900−58.7% | Reduced |
| Regentatlantic Capital LLC | 6,843 | $1.58M | 0.04% | +51+0.8% | Added |
| Bryn Mawr Trust Co | 6,738 | $1.55M | 0.06% | −432−6.0% | Reduced |
| Sigma Planning Corp | 6,731 | $1.55M | 0.05% | −71−1.0% | Reduced |
| Marco Investment Management LLC | 6,655 | $1.53M | 0.16% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 6,657 | $1.53M | 0.23% | +6,657 | New |
| Assetmark, Inc | 6,643 | $1.53M | 0.01% | +3,849+137.8% | Added |
| Zevenbergen Capital Investments LLC | 6,610 | $1.52M | 0.04% | +490+8.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,537 | $1.51M | 0.03% | −853−11.5% | Reduced |
| Pinnacle Financial Partners Inc | 6,541 | $1.51M | 0.05% | +551+9.2% | Added |
| Pictet & Cie (Europe) SA | 6,527 | $1.50M | 0.06% | −8,191−55.7% | Reduced |
| LGT Group Foundation | 6,399 | $1.50M | 0.04% | +6,399 | New |
| Aevitas Wealth Management, Inc. | 6,452 | $1.49M | 0.91% | +94+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,440 | $1.48M | 0.01% | −2,249−25.9% | Reduced |
| SWS Partners | 6,387 | $1.47M | 0.96% | −1,265−16.5% | Reduced |
| Garner Asset Management Corp | 6,392 | $1.47M | 0.59% | +189+3.0% | Added |
| AE Wealth Management LLC | 6,264 | $1.44M | 0.01% | +137+2.2% | Added |
| BKD Wealth Advisors, LLC | 6,242 | $1.44M | 0.06% | +771+14.1% | Added |
| AlphaCrest Capital Management LLC | 6,210 | $1.43M | 0.08% | −8,169−56.8% | Reduced |
| First Hawaiian Bank | 6,138 | $1.41M | 0.04% | +1,280+26.3% | Added |
| Terra Nova Asset Management LLC | 6,072 | $1.40M | 1.30% | −154−2.5% | Reduced |
| Altman Advisors, Inc. | 6,062 | $1.40M | 0.72% | −5,188−46.1% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,044 | $1.39M | 0.50% | −169−2.7% | Reduced |
| McDonald Partners LLC | 6,037 | $1.39M | 0.30% | +6,037 | New |
| Miller Investment Management, LP | 6,000 | $1.38M | 0.22% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,970 | $1.38M | 0.06% | +5,970 | New |
| Lee Danner & Bass Inc | 5,966 | $1.37M | 0.12% | +785+15.2% | Added |
| Bank Hapoalim BM | 5,960 | $1.37M | 0.14% | +2,545+74.5% | Added |
| Integrated Wealth Concepts LLC | 5,943 | $1.37M | 0.04% | −1,514−20.3% | Reduced |
| Ontario Teachers Pension Plan Board | 5,907 | $1.36M | 0.02% | −857−12.7% | Reduced |
| Regal Investment Advisors LLC | 5,850 | $1.35M | 0.12% | −53−0.9% | Reduced |
| Pathstone Family Office, LLC | 5,835 | $1.34M | 0.03% | −360−5.8% | Reduced |
| Arrow Financial Corp | 5,782 | $1.33M | 0.16% | −156−2.6% | Reduced |
| Benedict Financial Advisors Inc | 5,775 | $1.33M | 0.36% | −149−2.5% | Reduced |
| Raymond James Trust N.A. | 5,766 | $1.33M | 0.04% | +626+12.2% | Added |
| Aberdeen Wealth Management LLC | 5,655 | $1.30M | 0.89% | +90+1.6% | Added |
| Malaga Cove Capital, LLC | 5,632 | $1.30M | 0.59% | +35+0.6% | Added |
| Trust Investment Advisors | 5,614 | $1.29M | 1.05% | +53+1.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,582 | $1.29M | 0.50% | −32−0.6% | Reduced |
| Brinker Capital Investments, LLC | 5,480 | $1.26M | 0.02% | −284−4.9% | Reduced |
| Prelude Capital Management, LLC | 5,407 | $1.25M | 0.06% | +2,999+124.5% | Added |
| Lipe & Dalton | 5,380 | $1.24M | 0.60% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 5,373 | $1.24M | 0.13% | −474−8.1% | Reduced |
| Peak Financial Advisors LLC | 5,345 | $1.23M | 1.05% | +38+0.7% | Added |
| Ancora Advisors, LLC | 5,316 | $1.22M | 0.03% | −71−1.3% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.22M | 0.69% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,285 | $1.22M | 0.08% | +2,910+122.5% | Added |
| Advisor Partners LLC | 5,275 | $1.22M | 0.08% | −161−3.0% | Reduced |
| Cadence Bank NA | 5,254 | $1.21M | 0.34% | +154+3.0% | Added |
| 1832 Asset Management L.P. | 5,250 | $1.20M | 0.00% | +5,250 | New |
| Vestmark Advisory Solutions, Inc. | 5,221 | $1.20M | 0.07% | +818+18.6% | Added |
| JustInvest LLC | 5,215 | $1.20M | 0.06% | −998−16.1% | Reduced |
| Jacobi Capital Management LLC | 5,205 | $1.20M | 0.14% | +86+1.7% | Added |
| Fairbanks Capital Management, Inc. | 5,170 | $1.19M | 0.89% | +10+0.2% | Added |
| Fiduciary Trust Co | 5,106 | $1.18M | 0.02% | −159−3.0% | Reduced |
| Neumann Capital Management, LLC | 5,107 | $1.18M | 0.50% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 5,082 | $1.17M | 0.09% | +236+4.9% | Added |
| MAI Capital Management | 5,078 | $1.17M | 0.02% | −457−8.3% | Reduced |
| Bahl & Gaynor Inc | 5,072 | $1.17M | 0.01% | −2,455−32.6% | Reduced |
| Caldwell Trust Co | 5,034 | $1.16M | 0.14% | +180+3.7% | Added |
| Shapiro Capital Management LLC | 5,030 | $1.16M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,031 | $1.16M | 0.03% | −50−1.0% | Reduced |
| Byrne Asset Management LLC | 5,008 | $1.15M | 0.72% | +550+12.3% | Added |
| American National Insurance Co | 5,000 | $1.15M | 0.31% | −2,075−29.3% | Reduced |
| TBH Global Asset Management, LLC | 4,991 | $1.15M | 0.25% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,970 | $1.15M | 0.24% | +941+23.4% | Added |
| Jefferies Group LLC | 4,908 | $1.13M | 0.03% | −18,301−78.9% | Reduced |
| CIBC Private Wealth Group, LLC | 4,889 | $1.13M | 0.00% | −465−8.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,876 | $1.12M | 1.09% | +187+4.0% | Added |
| Ballast, Inc. | 4,863 | $1.12M | 0.43% | +415+9.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,851 | $1.12M | 0.10% | +521+12.0% | Added |
| Barden Capital Management, Inc. | 4,797 | $1.10M | 1.08% | +89+1.9% | Added |
| Toroso Investments, LLC | 4,792 | $1.10M | 0.03% | +1,151+31.6% | Added |
| Haverford Financial Services, Inc. | 4,770 | $1.10M | 0.27% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,770 | $1.10M | 0.12% | +4,770 | New |