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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 4,721 | $1.09M | 0.05% | +189+4.2% | Added |
| Group One Trading, L.P. | 4,707 | $1.08M | 0.02% | −7,000−59.8% | Reduced |
| Community Capital Management, Inc. | – | $1.08M | 1.28% | – | – |
| Keybank National Association | 4,703 | $1.08M | 0.00% | +82+1.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,632 | $1.08M | 0.60% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,664 | $1.07M | 0.06% | −70−1.5% | Reduced |
| Western Wealth Management, LLC | 4,618 | $1.06M | 0.05% | +3,475+304.0% | Added |
| Lowe Brockenbrough & Co Inc | 4,611 | $1.06M | 0.08% | −484−9.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,507 | $1.04M | 0.01% | −4,727−51.2% | Reduced |
| Forum Financial Management, LP | 4,521 | $1.04M | 0.05% | −102−2.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,503 | $1.04M | 0.20% | +23+0.5% | Added |
| Transcend Wealth Collective, LLC | 4,469 | $1.03M | 0.09% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,425 | $1.02M | 0.36% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,121 | $1.01M | 0.19% | +4,121 | New |
| Magnolia Capital Management Ltd | 4,392 | $1.01M | 0.84% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 4,323 | $1.01M | 0.13% | +4,323 | New |
| Diamant Asset Management, Inc. | 4,345 | $1.00M | 0.77% | −350−7.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,340 | $1.00M | 0.30% | +276+6.8% | Added |
| Moneta Group Investment Advisors LLC | 4,337 | $999.0K | 0.04% | +839+24.0% | Added |
| 17 Capital Partners, LLC | 4,321 | $995.0K | 1.04% | +7+0.2% | Added |
| Koss-Olinger Consulting, LLC | 4,293 | $989.0K | 0.16% | +893+26.3% | Added |
| Corient Capital Partners, LLC | 4,280 | $986.0K | 0.07% | +805+23.2% | Added |
| Venture Visionary Partners LLC | 4,251 | $979.0K | 0.07% | −298−6.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,237 | $976.0K | 0.02% | +214+5.3% | Added |
| Colony Group LLC | 4,232 | $975.0K | 0.01% | +2,187+106.9% | Added |
| MidWestOne Financial Group, Inc. | 4,187 | $964.0K | 0.21% | −690−14.1% | Reduced |
| Veritable, L.P. | 4,168 | $960.0K | 0.01% | −177−4.1% | Reduced |
| Illinois Municipal Retirement Fund | 4,161 | $958.0K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 4,104 | $945.0K | 0.64% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,045 | $932.0K | 0.33% | +4,045 | New |
| Piscataqua Savings Bank | 4,016 | $925.0K | 0.66% | −133−3.2% | Reduced |
| Altrafin AG | 4,000 | $921.3K | 0.36% | −3,200−44.4% | Reduced |
| Great Valley Advisor Group, Inc. | 3,877 | $915.0K | 0.05% | +520+15.5% | Added |
| Delta Financial Advisors LLC | 3,885 | $895.0K | 0.38% | +2+0.1% | Added |
| LVW Advisors, LLC | 3,887 | $895.0K | 0.16% | +5+0.1% | Added |
| Siemens Fonds Invest GmbH | 3,857 | $888.0K | 0.07% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,830 | $881.0K | 0.80% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 3,803 | $876.0K | 1.31% | +221+6.2% | Added |
| Intact Investment Management Inc. | 3,800 | $875.0K | 0.02% | −600−13.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,800 | $875.0K | 0.10% | +65+1.7% | Added |
| Prentice Wealth Management LLC | 3,781 | $874.0K | 0.42% | +203+5.7% | Added |
| FORA Capital, LLC | 3,727 | $869.0K | 0.16% | −836−18.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,737 | $861.0K | 0.05% | −735−16.4% | Reduced |
| HC Financial Advisors Inc | 3,732 | $860.0K | 0.51% | −239−6.0% | Reduced |
| Atria Wealth Solutions, Inc. | 3,734 | $860.0K | 0.01% | +3,734 | New |
| Forte Capital LLC | 3,408 | $855.0K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,698 | $852.0K | 0.01% | +648+21.2% | Added |
| Ameritas Advisory Services, LLC | 3,682 | $848.0K | 0.03% | +280+8.2% | Added |
| Essex Financial Services, Inc. | 3,639 | $838.0K | 0.08% | +10.0% | Added |
| Parsons Capital Management Inc | 3,569 | $822.0K | 0.06% | −66−1.8% | Reduced |
| SFMG, LLC | 3,564 | $821.0K | 0.08% | −7−0.2% | Reduced |
| Brown Advisory Inc | 3,556 | $819.0K | 0.00% | +346+10.8% | Added |
| ASB Consultores, LLC | 3,551 | $818.0K | 0.35% | +859+31.9% | Added |
| Signet Investment Advisory Group, Inc. | 3,543 | $816.0K | 0.49% | +100+2.9% | Added |
| Wealth Advisors, Inc. | 3,500 | $806.0K | 0.29% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,493 | $804.0K | 0.28% | −30−0.9% | Reduced |
| Pitcairn Co | 3,484 | $802.0K | 0.07% | +160+4.8% | Added |
| Platform Technology Partners | 3,441 | $793.0K | 0.38% | +134+4.1% | Added |
| Meridian Investment Counsel Inc. | 3,420 | $788.0K | 0.27% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,400 | $783.0K | 0.01% | −17,750−83.9% | Reduced |
| Archford Capital Strategies, LLC | 3,392 | $781.0K | 0.17% | −607−15.2% | Reduced |
| Mirador Capital Partners LP | 3,379 | $778.0K | 0.16% | +295+9.6% | Added |
| Parallel Advisors, LLC | 3,303 | $770.0K | 0.03% | −383−10.4% | Reduced |
| Exchange Capital Management, Inc. | 3,327 | $766.0K | 0.14% | −10−0.3% | Reduced |
| Atlas Brown,Inc. | 3,306 | $761.0K | 0.31% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,288 | $757.0K | 0.35% | −22−0.7% | Reduced |
| Gateway Investment Advisers LLC | 3,275 | $754.0K | 0.01% | +1,461+80.5% | Added |
| Argent Trust Co | 3,259 | $751.0K | 0.05% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 3,247 | $748.0K | 0.08% | −554−14.6% | Reduced |
| Metis Global Partners, LLC | 3,235 | $745.0K | 0.09% | +1,163+56.1% | Added |
| TLWM | 3,209 | $737.0K | 0.26% | +157+5.1% | Added |
| Old Port Advisors | 3,103 | $725.0K | 0.25% | +11+0.4% | Added |
| Sequoia Financial Advisors, LLC | 3,149 | $725.0K | 0.02% | +471+17.6% | Added |
| Redpoint Investment Management Pty Ltd | 3,145 | $724.0K | 0.07% | +818+35.2% | Added |
| Chemung Canal Trust Co | 3,080 | $709.0K | 0.14% | −59−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 3,078 | $709.0K | 0.04% | −62−2.0% | Reduced |
| Planning Directions Inc | 3,076 | $708.0K | 0.50% | −96−3.0% | Reduced |
| Prudential PLC | 3,059 | $705.0K | 0.01% | +3,059 | New |
| Patriot Investment Management Inc. | 3,059 | $704.0K | 0.06% | +41+1.4% | Added |
| Boston Private Wealth LLC | 3,042 | $701.0K | 0.01% | −354−10.4% | Reduced |
| Ci Investments Inc. | 3,041 | $700.0K | 0.00% | +55+1.8% | Added |
| DCM Advisors, LLC | 3,023 | $696.0K | 0.25% | +750+33.0% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $691.0K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,985 | $688.0K | 0.11% | +149+5.3% | Added |
| Intrust Bank NA | 2,978 | $686.0K | 0.09% | +55+1.9% | Added |
| Ieq Capital, LLC | 2,974 | $685.0K | 0.02% | +1,093+58.1% | Added |
| Banque Cantonale Vaudoise | 2,946 | $679.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,691 | $675.0K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,930 | $675.0K | 0.32% | +408+16.2% | Added |
| Copperwynd Financial, LLC | 2,922 | $673.0K | 0.28% | +114+4.1% | Added |
| Stratos Wealth Advisors, LLC | 2,913 | $671.0K | 0.05% | +561+23.9% | Added |
| Glenmede Trust Co NA | 2,898 | $666.0K | 0.00% | −3,173−52.3% | Reduced |
| Cornerstone Advisory, LLC | 2,852 | $657.0K | 0.10% | +300+11.8% | Added |
| Perigon Wealth Management, LLC | 2,846 | $655.0K | 0.05% | +11+0.4% | Added |
| Cigna Investments Inc | 2,832 | $652.0K | 0.08% | −933−24.8% | Reduced |
| Anchor Investment Management, LLC | 2,822 | $650.0K | 0.08% | +225+8.7% | Added |
| Laidlaw Wealth Management LLC | 2,817 | $649.0K | 0.11% | +113+4.2% | Added |
| Walleye Trading LLC | 2,808 | $647.0K | 0.01% | +463+19.7% | Added |
| FDx Advisors, Inc. | 2,792 | $643.0K | 0.02% | +49+1.8% | Added |
| Marion Wealth Management | 2,747 | $633.0K | 0.31% | +28+1.0% | Added |