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; 1,038 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, Q2 2022
Institutional positions in Constellation Brands, Inc. as of Jun 30, 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
- 1,219
- +29 vs. Q1 2022
- Shares held
- 130.0M
- −3.85M (−2.9%) vs. Q1 2022
- Total value
- $30.3B
- −$521.8M (−1.7%) vs. Q1 2022
- New holders
- 105
- 436 more added
- Sold out
- 76
- 469 more reduced
16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 1,038 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 102 | $24.0K | 0.01% | −7−6.4% | Reduced |
| Washington Trust Advisors, Inc. | 105 | $24.0K | 0.00% | −3−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 104 | $24.0K | 0.00% | +6+6.1% | Added |
| Curi Capital | 103 | $24.0K | 0.00% | +1+1.0% | Added |
| Wagner Wealth Management, LLC | 103 | $24.0K | 0.02% | +103 | New |
| MCF Advisors LLC | 109 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 113 | $26.0K | 0.00% | +113 | New |
| JNBA Financial Advisors | 117 | $27.0K | 0.00% | −45−27.8% | Reduced |
| Hanson & Doremus Investment Management | 123 | $29.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 124 | $29.0K | 0.01% | +12+10.7% | Added |
| Center for Financial Planning, Inc. | 135 | $31.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $31.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $31.0K | 0.01% | +131 | New |
| Investors Research Corp | 124 | $32.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 140 | $33.0K | 0.01% | +140 | New |
| Private Ocean, LLC | 147 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 145 | $34.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 151 | $35.0K | 0.01% | −375−71.3% | Reduced |
| Leelyn Smith, LLC | 152 | $35.0K | 0.01% | −52−25.5% | Reduced |
| Tompkins Financial Corp | 150 | $35.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 160 | $37.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 160 | $37.3K | 0.02% | −3−1.8% | Reduced |
| Ellevest, Inc. | 165 | $38.0K | 0.00% | −19−10.3% | Reduced |
| Truvestments Capital LLC | 163 | $38.0K | 0.02% | +163 | New |
| Kelly Lawrence W & Associates Inc | 170 | $40.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 188 | $43.8K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $44.0K | 0.02% | −100−34.5% | Reduced |
| Dividend Assets Capital, LLC | 188 | $44.0K | 0.01% | −17−8.3% | Reduced |
| West Paces Advisors Inc. | 192 | $44.7K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $47.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 214 | $50.0K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 214 | $50.0K | 0.03% | −65,114−99.7% | Reduced |
| Parkside Financial Bank & Trust | 215 | $51.0K | 0.02% | +6+2.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 221 | $52.0K | 0.02% | −4,119−94.9% | Reduced |
| Altshuler Shaham Ltd | 228 | $53.0K | 0.00% | −47−17.1% | Reduced |
| FourThought Financial, LLC | 228 | $53.0K | 0.01% | −32−12.3% | Reduced |
| Brewin Dolphin Ltd | 230 | $54.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 230 | $54.0K | 0.00% | +80+53.3% | Added |
| Albion Financial Group | 251 | $58.0K | 0.01% | −655−72.3% | Reduced |
| Blume Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| Insight Inv LLC | 250 | $58.0K | 0.06% | +250 | New |
| Global Trust Asset Management, LLC | 280 | $65.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 288 | $67.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 300 | $70.0K | 0.01% | +300 | New |
| James Investment Research Inc | 308 | $72.0K | 0.01% | +306+15,300.0% | Added |
| Pin Oak Investment Advisors Inc | 318 | $74.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 319 | $74.0K | 0.02% | +1+0.3% | Added |
| Concord Wealth Partners | 320 | $75.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 327 | $76.0K | 0.02% | +149+83.7% | Added |
| Clear Street Markets LLC | 341 | $79.0K | 0.03% | +274+409.0% | Added |
| Cutler Group LP | 346 | $80.0K | 0.01% | −650−65.3% | Reduced |
| TSFG, LLC | 343 | $80.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 355 | $83.0K | 0.05% | +201+130.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 365 | $85.0K | 0.02% | +86+30.8% | Added |
| Central Bank & Trust Co | 371 | $86.0K | 0.02% | −340−47.8% | Reduced |
| United Community Bank | 378 | $88.1K | 0.09% | +20+5.6% | Added |
| South State Corp. | 390 | $91.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 400 | $93.0K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $93.2K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 405 | $95.0K | 0.00% | −2−0.5% | Reduced |
| Manchester Capital Management LLC | 411 | $96.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 410 | $96.0K | 0.02% | +10+2.5% | Added |
| Ronald Blue Trust, Inc. | 416 | $96.0K | 0.00% | +416 | New |
| Key Financial Inc | 425 | $100.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 426 | $100.0K | 0.01% | +426 | New |
| Money Concepts Capital Corp | 429 | $101.0K | 0.01% | −579−57.4% | Reduced |
| Newfound Research LLC | 445 | $104.0K | 0.22% | −204−31.4% | Reduced |
| First Pacific Advisors, LP | 451 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 471 | $110.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $112.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 480 | $112.0K | 0.00% | +480 | New |
| Princeton Global Asset Management LLC | 485 | $113.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 494 | $115.0K | 0.01% | +494 | New |
| Optimum Investment Advisors | 500 | $117.0K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $117.0K | 0.08% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 531 | $124.0K | 0.01% | −183−25.6% | Reduced |
| Tobam | 535 | $125.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 567 | $132.1K | 0.05% | −100−15.0% | Reduced |
| City State Bank | 589 | $137.0K | 0.10% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 606 | $141.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $141.0K | 0.10% | +6+1.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 611 | $142.0K | 0.00% | +611 | New |
| Cordasco Financial Network | 629 | $147.0K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 642 | $151.0K | 0.06% | +50+8.4% | Added |
| Eagle Bay Advisors LLC | 653 | $152.2K | 0.09% | +643+6,430.0% | Added |
| CX Institutional | 664 | $155.0K | 0.01% | +664 | New |
| Baldwin Brothers Inc | 695 | $162.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 700 | $163.0K | 0.04% | +77+12.4% | Added |
| Lindbrook Capital, LLC | 724 | $169.0K | 0.03% | +19+2.7% | Added |
| Proequities, Inc. | 734 | $171.0K | 0.01% | −16−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 739 | $172.0K | 0.01% | +739 | New |
| Smithfield Trust Co | 736 | $173.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 813 | $189.0K | 0.03% | +111+15.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 818 | $191.0K | 0.02% | −1,000−55.0% | Reduced |
| EverSource Wealth Advisors, LLC | 832 | $194.0K | 0.05% | +63+8.2% | Added |