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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 1,891 | $435.0K | 0.06% | −2−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,880 | $433.0K | 0.06% | +1,880 | New |
| RDA Financial Network | 1,877 | $432.0K | 0.18% | −40−2.1% | Reduced |
| Armbruster Capital Management, Inc. | 1,874 | $432.0K | 0.10% | +218+13.2% | Added |
| CNB Bank | 1,872 | $431.0K | 0.24% | −40−2.1% | Reduced |
| Leonteq Securities AG | 1,860 | $428.4K | 0.02% | +368+24.7% | Added |
| E&G Advisors, LP | 1,850 | $426.0K | 0.12% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,845 | $425.0K | 0.10% | −30−1.6% | Reduced |
| Beaumont Financial Partners, LLC | 1,838 | $423.0K | 0.03% | −141−7.1% | Reduced |
| X-Square Capital, LLC | 1,829 | $421.0K | 0.22% | +47+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 1,818 | $419.0K | 0.03% | −506−21.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,818 | $419.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,815 | $418.0K | 0.06% | −1,806−49.9% | Reduced |
| Curbstone Financial Management Corp | 1,814 | $418.0K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,811 | $417.0K | 0.04% | +851+88.6% | Added |
| United Bank | 1,800 | $415.0K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,792 | $413.0K | 0.08% | −11−0.6% | Reduced |
| Berger Financial Group, Inc | 1,779 | $410.0K | 0.05% | +31+1.8% | Added |
| Wealth Alliance | 1,779 | $410.0K | 0.08% | +34+1.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,770 | $407.7K | 0.20% | +20+1.1% | Added |
| Prudent Man Advisors, LLC | 1,764 | $406.0K | 0.16% | −33−1.8% | Reduced |
| Johnson Investment Counsel Inc | 1,757 | $405.0K | 0.01% | −345−16.4% | Reduced |
| Wade G W & Inc | 1,755 | $404.0K | 0.02% | −150−7.9% | Reduced |
| Confluence Wealth Services, Inc. | 1,757 | $404.0K | 0.15% | −6−0.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,742 | $401.2K | 0.28% | +471+37.1% | Added |
| Lake Street Financial LLC | 1,740 | $401.0K | 0.07% | −185−9.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,737 | $400.0K | 0.02% | +176+11.3% | Added |
| Two Sigma Securities, LLC | 1,731 | $399.0K | 0.06% | +1,731 | New |
| GenTrust, LLC | 1,730 | $398.0K | 0.03% | +1,730 | New |
| Checchi Capital Advisers, LLC | 1,714 | $395.0K | 0.04% | +117+7.3% | Added |
| Engineers Gate Manager LP | 1,716 | $395.0K | 0.02% | +757+78.9% | Added |
| Charter Research & Investment Group, Inc. | 1,710 | $394.0K | 0.32% | +680+66.0% | Added |
| ProVise Management Group, LLC | 1,702 | $392.0K | 0.04% | −261−13.3% | Reduced |
| Toews Corp | 1,700 | $392.0K | 0.07% | +1,700 | New |
| Csenge Advisory Group | 1,699 | $391.0K | 0.03% | +114+7.2% | Added |
| Focus Financial Network, Inc. | 1,686 | $388.3K | 0.03% | +859+103.9% | Added |
| Harbor Investment Advisory, LLC | 1,678 | $387.0K | 0.05% | −150−8.2% | Reduced |
| Atlas Capital Advisors LLC | 1,668 | $384.2K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,669 | $384.0K | 0.18% | −222−11.7% | Reduced |
| Nikulski Financial, Inc. | 1,655 | $381.0K | 0.16% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,654 | $381.0K | 0.15% | +142+9.4% | Added |
| Avantax Planning Partners, Inc. | 1,652 | $380.0K | 0.02% | −94−5.4% | Reduced |
| Studio Investment Management LLC | 1,636 | $377.0K | 0.12% | −18−1.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,631 | $376.0K | 0.30% | +1,631 | New |
| Regions Financial Corp | 1,626 | $375.0K | 0.00% | −42−2.5% | Reduced |
| Silver Oak Securities, Inc | 1,524 | $373.0K | 0.08% | +1,524 | New |
| Balentine LLC | 1,621 | $373.0K | 0.01% | +1,621 | New |
| Meridian Wealth Management, LLC | 1,607 | $370.0K | 0.04% | −264−14.1% | Reduced |
| Lee Financial Co | 1,600 | $369.0K | 0.07% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,596 | $368.0K | 0.01% | −5−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 1,592 | $367.0K | 0.01% | +631+65.7% | Added |
| Probity Advisors, Inc. | 1,578 | $363.0K | 0.07% | −33−2.0% | Reduced |
| Jacobsen Capital Management | 1,576 | $363.0K | 0.17% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 1,573 | $362.0K | 0.42% | −70−4.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,552 | $357.0K | 0.00% | +44+2.9% | Added |
| Clare Market Investments LLC | 1,549 | $356.9K | 0.11% | −444−22.3% | Reduced |
| Private Portfolio Partners LLC | 1,544 | $355.7K | 0.09% | −540−25.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,540 | $355.0K | 0.01% | +386+33.4% | Added |
| Coldstream Capital Management Inc | 1,536 | $354.0K | 0.01% | −293−16.0% | Reduced |
| HNP Capital LLC | 1,523 | $351.0K | 0.08% | −940−38.2% | Reduced |
| Alesco Advisors LLC | 1,526 | $351.0K | 0.01% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,522 | $350.0K | 0.30% | +159+11.7% | Added |
| King Luther Capital Management Corp | 1,511 | $348.0K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 1,500 | $345.5K | 0.18% | +150+11.1% | Added |
| Meristem Family Wealth, LLC | 1,500 | $345.0K | 0.04% | −159−9.6% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $345.0K | 0.26% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,500 | $345.0K | 0.29% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,498 | $345.0K | 0.02% | +43+3.0% | Added |
| Cidel Asset Management Inc | 1,495 | $344.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,490 | $343.0K | 0.07% | +291+24.3% | Added |
| PDT Partners, LLC | 1,480 | $341.0K | 0.03% | +1,480 | New |
| Sendero Wealth Management, LLC | 1,470 | $339.0K | 0.16% | −565−27.8% | Reduced |
| XML Financial, LLC | 1,471 | $339.0K | 0.04% | −153−9.4% | Reduced |
| Visionary Wealth Advisors | 1,472 | $339.0K | 0.03% | +1,472 | New |
| Horizon Investments, LLC | 1,463 | $336.0K | 0.01% | +237+19.3% | Added |
| Robertson Stephens Wealth Management, LLC | 1,456 | $335.0K | 0.03% | +210+16.9% | Added |
| Meridian Wealth Advisors, LLC | 1,448 | $334.0K | 0.08% | +1,448 | New |
| Seaport Global Advisors, LLC | 1,444 | $333.0K | 1.07% | −644−30.8% | Reduced |
| Element Capital Management LLC | 1,443 | $332.0K | 0.17% | +1,443 | New |
| Riverview Trust Co | 1,435 | $331.0K | 0.25% | +110+8.3% | Added |
| Zeke Capital Advisors, LLC | 1,436 | $331.0K | 0.02% | +1,436 | New |
| Sheaff Brock Investment Advisors, LLC | 1,426 | $329.0K | 0.03% | +20+1.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,414 | $326.0K | 0.02% | −7−0.5% | Reduced |
| Bar Harbor Trust Services | 1,411 | $325.0K | 0.10% | +1,411 | New |
| Mutual Advisors, LLC | 1,400 | $323.0K | 0.02% | +21+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 1,390 | $320.0K | 0.08% | +1,390 | New |
| Financial Advisory Service, Inc. | 1,384 | $319.0K | 0.03% | +38+2.8% | Added |
| Claybrook Capital, LLC | 1,379 | $318.0K | 0.16% | −150−9.8% | Reduced |
| Morningstar Investment Services LLC | 1,370 | $318.0K | 0.00% | +341+33.1% | Added |
| Clarius Group, LLC | 1,265 | $317.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,370 | $316.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,357 | $313.0K | 0.06% | +3+0.2% | Added |
| Apollon Wealth Management, LLC | 1,357 | $313.0K | 0.02% | +336+32.9% | Added |
| Weik Capital Management | 1,355 | $312.0K | 0.12% | −1,375−50.4% | Reduced |
| Sentry Investment Management LLC | 1,353 | $312.0K | 0.10% | −227−14.4% | Reduced |
| Investors Asset Management of Georgia Inc | 1,342 | $309.0K | 0.16% | −49−3.5% | Reduced |
| Brown Brothers Harriman & Co | 1,334 | $307.0K | 0.00% | −23−1.7% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $307.0K | 0.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,330 | $306.0K | 0.02% | +60+4.7% | Added |
| Global Retirement Partners, LLC | 1,254 | $306.0K | 0.02% | +1,254 | New |