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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 2,746 | $632.0K | 0.48% | −84−3.0% | Reduced |
| Tudor Investment Corp Et Al | 2,690 | $620.0K | 0.02% | −1,008−27.3% | Reduced |
| Heartland Bank & Trust Co | 2,692 | $620.0K | 0.47% | +372+16.0% | Added |
| Cetera Advisors LLC | 2,663 | $613.0K | 0.01% | −1,720−39.2% | Reduced |
| Change Path, LLC | 2,648 | $610.0K | 0.03% | +2,648 | New |
| Empirical Finance, LLC | 2,636 | $607.0K | 0.07% | +344+15.0% | Added |
| Boston Family Office LLC | 2,631 | $606.0K | 0.04% | +10.0% | Added |
| WBH Advisory Inc | 2,412 | $603.0K | 0.07% | +15+0.6% | Added |
| Verition Fund Management LLC | 2,618 | $603.0K | 0.01% | +1,241+90.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,615 | $602.0K | 0.03% | −52−1.9% | Reduced |
| Vestcor Inc | 2,601 | $599.0K | 0.02% | +525+25.3% | Added |
| Meeder Asset Management Inc | 2,591 | $597.0K | 0.03% | −91−3.4% | Reduced |
| Wedbush Securities Inc | 2,589 | $596.0K | 0.03% | −3,252−55.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,583 | $595.0K | 0.01% | −250−8.8% | Reduced |
| Hillman Capital Management, Inc. | 2,580 | $594.0K | 0.19% | +282+12.3% | Added |
| Lincoln National Corp | 2,572 | $593.0K | 0.01% | +133+5.5% | Added |
| Roanoke Asset Management Corp | 2,550 | $587.0K | 0.22% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,537 | $584.3K | 0.01% | −161−6.0% | Reduced |
| Financial Advisory Corp | 2,496 | $575.0K | 0.31% | −116−4.4% | Reduced |
| IBM Retirement Fund | 2,489 | $573.0K | 0.08% | −169−6.4% | Reduced |
| Guardian Capital Advisors LP | 2,300 | $572.0K | 0.06% | +100+4.5% | Added |
| Cozad Asset Management Inc | 2,466 | $568.0K | 0.08% | +50+2.1% | Added |
| Retirement Planning Co of New England, Inc. | 2,432 | $560.0K | 0.32% | +510+26.5% | Added |
| International Assets Investment Management, LLC | 2,407 | $554.0K | 0.10% | −977−28.9% | Reduced |
| Navalign, LLC | 2,221 | $554.0K | 0.23% | −744−25.1% | Reduced |
| Tributary Capital Management, LLC | 2,400 | $553.0K | 0.04% | −50−2.0% | Reduced |
| Arnhold LLC | 2,400 | $553.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,399 | $552.0K | 0.03% | −642−21.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,391 | $551.0K | 0.03% | +119+5.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,394 | $551.0K | 0.02% | +303+14.5% | Added |
| Cladis Investment Advisory, LLC | 2,390 | $550.5K | 0.45% | −900−27.4% | Reduced |
| Tufton Capital Management | 2,380 | $548.0K | 0.09% | +80+3.5% | Added |
| Waterfront Wealth Inc. | 2,256 | $546.0K | 0.19% | +2,256 | New |
| CWM, LLC | 2,354 | $542.0K | 0.00% | −1,369−36.8% | Reduced |
| Wilkinson Global Asset Management LLC | 2,350 | $541.0K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 2,362 | $540.0K | 0.42% | +2,362 | New |
| Thoroughbred Financial Services, LLC | 2,336 | $538.0K | 0.09% | +1,456+165.5% | Added |
| Aureus Asset Management, LLC | 2,328 | $536.0K | 0.04% | +10.0% | Added |
| 44 Wealth Management LLC | 2,319 | $534.0K | 0.19% | −72−3.0% | Reduced |
| Profund Advisors LLC | 2,315 | $533.0K | 0.02% | −301−11.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,316 | $533.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 2,311 | $532.0K | 0.02% | +51+2.3% | Added |
| Lokken Investment Group LLC | 2,161 | $532.0K | 0.42% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,300 | $529.0K | 0.07% | −25−1.1% | Reduced |
| 1620 Investment Advisors, Inc. | 2,108 | $529.0K | 0.58% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,286 | $527.0K | 0.02% | −523−18.6% | Reduced |
| Frontier Wealth Management LLC | 2,118 | $527.0K | 0.01% | +72+3.5% | Added |
| Prestige Wealth Management Group LLC | 2,275 | $524.0K | 0.13% | +776+51.8% | Added |
| Tempus Wealth Planning, LLC | 2,271 | $523.0K | 0.37% | −334−12.8% | Reduced |
| Independent Advisor Alliance | 2,264 | $522.0K | 0.03% | +1,122+98.2% | Added |
| Allred Capital Management, LLC | 2,255 | $519.0K | 0.27% | −10.0% | Reduced |
| Chicago Trust Co NA | 2,240 | $516.0K | 0.11% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,226 | $513.0K | 0.17% | −3−0.1% | Reduced |
| Boston Trust Walden Corp | 2,217 | $511.0K | 0.00% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,208 | $508.0K | 0.06% | −19−0.9% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $506.0K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 2,190 | $504.0K | 0.01% | −203−8.5% | Reduced |
| Cooper/Haims Advisors, LLC | 2,181 | $502.0K | 0.33% | +10.0% | Added |
| Koshinski Asset Management, Inc. | 2,174 | $500.7K | 0.04% | +22+1.0% | Added |
| Jump Financial, LLC | 2,159 | $497.0K | 0.02% | +2,159 | New |
| Ameritas Investment Partners, Inc. | 2,153 | $496.0K | 0.02% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,136 | $492.0K | 0.48% | +5+0.2% | Added |
| Ballentine Partners, LLC | 2,133 | $492.0K | 0.02% | +106+5.2% | Added |
| HMS Capital Management, LLC | 2,136 | $492.0K | 0.22% | +2,136 | New |
| Legacy Bridge, LLC | 2,105 | $485.0K | 0.28% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,973 | $484.0K | 0.06% | −323−14.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $484.0K | 0.04% | −130−5.8% | Reduced |
| GSB Wealth Management, LLC | 2,098 | $483.0K | 0.14% | −74−3.4% | Reduced |
| Texas Yale Capital Corp. | 2,094 | $482.0K | 0.03% | +140+7.2% | Added |
| Credential Qtrade Securities Inc. | 2,085 | $480.2K | 0.03% | +183+9.6% | Added |
| Silverlake Wealth Management LLC | 2,067 | $476.0K | 0.27% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,058 | $474.0K | 0.16% | −20−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 2,060 | $474.0K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,047 | $472.0K | 0.17% | +68+3.4% | Added |
| Financial Advocates Investment Management | 2,042 | $470.0K | 0.03% | −38−1.8% | Reduced |
| IHT Wealth Management, LLC | 2,025 | $466.0K | 0.04% | +28+1.4% | Added |
| Kovack Advisors, Inc. | 2,026 | $466.0K | 0.05% | +325+19.1% | Added |
| CSS LLC | 2,000 | $465.0K | 0.02% | −1,605−44.5% | Reduced |
| Clearstead Advisors, LLC | 2,018 | $465.0K | 0.03% | +193+10.6% | Added |
| Spinnaker Investment Group, LLC | 2,001 | $464.0K | 0.15% | 00.0% | Unchanged |
| Capital Management Associates | 2,000 | $461.0K | 0.49% | +2,000 | New |
| Legacy Wealth Management, LLC | 2,000 | $460.6K | 0.24% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,990 | $458.4K | 0.04% | +65+3.4% | Added |
| Segall Bryant & Hamill, LLC | 1,988 | $458.0K | 0.00% | −10−0.5% | Reduced |
| Nvest Financial, LLC | 1,976 | $455.0K | 0.37% | +1,976 | New |
| Stevens Capital Management LP | 1,973 | $454.0K | 0.10% | +1,973 | New |
| Dynamic Technology Lab Private Ltd | 1,969 | $454.0K | 0.05% | +1,969 | New |
| Collective Family Office LLC | 1,967 | $453.0K | 0.17% | −9−0.5% | Reduced |
| Wealthfront Advisers LLC | 1,960 | $452.0K | 0.00% | −824−29.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,945 | $448.0K | 0.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,935 | $446.0K | 0.03% | −139−6.7% | Reduced |
| CenterBook Partners LP | 1,936 | $446.0K | 0.16% | +1,936 | New |
| M Holdings Securities, Inc. | 1,932 | $445.0K | 0.03% | +1,932 | New |
| Cresset Asset Management, LLC | 1,929 | $444.0K | 0.00% | −440−18.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,925 | $443.0K | 0.06% | −1,350−41.2% | Reduced |
| Westover Capital Advisors, LLC | 1,923 | $443.0K | 0.14% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,926 | $441.8K | 0.01% | +3+0.2% | Added |
| Highlander Capital Management, LLC | 1,600 | $440.0K | 0.21% | −200−11.1% | Reduced |
| Little House Capital LLC | 1,899 | $437.0K | 0.22% | −438−18.7% | Reduced |
| Patten Group, Inc. | 1,899 | $437.0K | 0.12% | +286+17.7% | Added |