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, 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 831 | $194.0K | 0.13% | +200+31.7% | Added |
| Benin Management CORP | 860 | $200.0K | 0.08% | +860 | New |
| Creative Financial Designs Inc | 861 | $201.0K | 0.03% | −14−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 869 | $203.0K | 0.01% | −723−45.4% | Reduced |
| Evoke Wealth, LLC | 875 | $204.0K | 0.01% | −11−1.2% | Reduced |
| Diversified Trust Co | 873 | $204.0K | 0.01% | +873 | New |
| Round Table Services, LLC | 878 | $205.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 891 | $208.0K | 0.19% | −222−19.9% | Reduced |
| Strategic Blueprint, LLC | 892 | $208.0K | 0.03% | −13−1.4% | Reduced |
| ProVise Management Group, LLC | 897 | $209.0K | 0.02% | −805−47.3% | Reduced |
| Purus Wealth Management, LLC | 896 | $209.0K | 0.19% | −186−17.2% | Reduced |
| Columbia Trust Co 01012016 | 895 | $209.0K | 0.11% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 900 | $210.0K | 0.14% | +900 | New |
| First National Bank & Trust Co of Newtown | 913 | $213.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 920 | $214.0K | 0.03% | −1−0.1% | Reduced |
| Modus Advisors, LLC | 918 | $214.0K | 0.11% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 921 | $214.7K | 0.14% | −54−5.5% | Reduced |
| AdvisorShares Investments LLC | 923 | $215.0K | 0.06% | −52−5.3% | Reduced |
| Accuvest Global Advisors | 922 | $215.0K | 0.14% | +922 | New |
| Los Angeles Capital Management LLC | 926 | $216.0K | 0.00% | −36,220−97.5% | Reduced |
| Baxter Bros Inc | 925 | $216.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $216.0K | 0.07% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 899 | $217.0K | 0.00% | −188−17.3% | Reduced |
| Grove Bank & Trust | 937 | $218.0K | 0.05% | −855−47.7% | Reduced |
| Seaport Global Advisors, LLC | 940 | $219.0K | 0.82% | −504−34.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 940 | $219.0K | 0.02% | +40+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 940 | $219.0K | 0.04% | +940 | New |
| Doyle Wealth Management | 942 | $220.0K | 0.02% | −97−9.3% | Reduced |
| qPULA Trading Management LP | 959 | $224.0K | 0.83% | +959 | New |
| Cohen Investment Advisors LLC | 973 | $227.0K | 0.19% | +32+3.4% | Added |
| Gladstone Institutional Advisory LLC | 977 | $228.0K | 0.02% | −164−14.4% | Reduced |
| Perfromance Wealth Partners, LLC | 977 | $228.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 993 | $231.0K | 0.16% | −31−3.0% | Reduced |
| 3D/L Capital Management, LLC | 1,001 | $233.0K | 0.07% | −121−10.8% | Reduced |
| German American Bancorp, Inc. | 1,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $233.0K | 0.02% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $233.0K | 0.13% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $233.0K | 0.13% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $233.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $233.0K | 0.07% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,002 | $233.0K | 0.02% | +1,002 | New |
| Carlson Capital Management | 1,006 | $234.0K | 0.02% | −175−14.8% | Reduced |
| Arvest Trust Co N A | 1,003 | $234.0K | 0.02% | +126+14.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,002 | $234.0K | 0.07% | +1,002 | New |
| NorthCrest Asset Manangement, LLC | 1,002 | $234.0K | 0.01% | +1,002 | New |
| Welch Group, LLC | 1,008 | $235.0K | 0.01% | −33−3.2% | Reduced |
| Greenfield Savings Bank | 1,009 | $235.0K | 0.16% | +1,009 | New |
| Callahan Advisors, LLC | 1,015 | $237.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,025 | $238.0K | 0.06% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,022 | $238.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,022 | $238.0K | 0.11% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,325 | $238.0K | 0.12% | +1,325 | New |
| Lewis Capital Management, LLC | 1,027 | $239.0K | 0.34% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $239.0K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,025 | $239.0K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,025 | $239.0K | 0.18% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,029 | $240.0K | 0.05% | −100−8.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,000 | $240.0K | 0.24% | +1,000 | New |
| HB Wealth Management, LLC | 1,033 | $241.0K | 0.00% | +82+8.6% | Added |
| Castle Rock Wealth Management, LLC | 1,002 | $242.0K | 0.12% | +151+17.7% | Added |
| Goodwin Daniel L | 1,048 | $244.0K | 0.13% | +30+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,053 | $245.0K | 0.01% | +1,053 | New |
| Successful Portfolios LLC | 1,059 | $247.0K | 0.17% | −2−0.2% | Reduced |
| Shelton Wealth Management, LLC | 1,059 | $247.0K | 0.21% | +1+0.1% | Added |
| Vantage Consulting Group Inc | 1,070 | $249.0K | 0.14% | −78−6.8% | Reduced |
| Syntax Advisors, LLC | 1,070 | $249.0K | 0.21% | −78−6.8% | Reduced |
| Allworth Financial LP | 1,068 | $249.0K | 0.00% | +23+2.2% | Added |
| KRS Capital Management, LLC | 1,079 | $251.0K | 0.36% | −49−4.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,075 | $251.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,019 | $251.0K | 0.15% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,098 | $255.8K | 0.26% | +4+0.4% | Added |
| McLean Asset Management Corp | 1,074 | $257.0K | 0.10% | +4+0.4% | Added |
| Shelton Capital Management | 1,109 | $258.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,107 | $258.0K | 0.08% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,113 | $259.0K | 0.01% | −50−4.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,112 | $259.0K | 0.11% | +92+9.0% | Added |
| Sentry Investment Management LLC | 1,132 | $264.0K | 0.12% | −221−16.3% | Reduced |
| 9258 Wealth Management, LLC | 1,133 | $264.0K | 0.07% | −107−8.6% | Reduced |
| 55I, LLC | 1,133 | $264.0K | 0.01% | +1,133 | New |
| Gulf International Bank (UK) Ltd | 1,094 | $266.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,152 | $268.0K | 0.00% | −182−13.6% | Reduced |
| Searle & Co. | 1,150 | $268.0K | 0.11% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,151 | $268.0K | 0.15% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,157 | $270.0K | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 1,157 | $270.0K | 0.04% | +50+4.5% | Added |
| Murphy Capital Management Inc | 1,170 | $272.0K | 0.04% | −140−10.7% | Reduced |
| Strategic Investment Advisors | 1,180 | $275.0K | 0.05% | +1,180 | New |
| Graham Capital Management, L.P. | 1,187 | $276.0K | 0.01% | +1,187 | New |
| Cladis Investment Advisory, LLC | 1,190 | $277.3K | 0.28% | −1,200−50.2% | Reduced |
| Intrua Financial, LLC | 1,195 | $279.0K | 0.06% | −80−6.3% | Reduced |
| Accurate Wealth Management, LLC | 1,158 | $279.0K | 0.15% | +52+4.7% | Added |
| Conning Inc. | 1,203 | $280.0K | 0.01% | −19−1.6% | Reduced |
| Spirit of America Management Corp | 1,200 | $280.0K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,206 | $281.0K | 0.15% | −370−23.5% | Reduced |
| Rise Advisors, LLC | 1,204 | $281.0K | 0.28% | −10−0.8% | Reduced |
| Accel Wealth Management | 1,156 | $283.0K | 0.16% | +3+0.3% | Added |
| Roman Butler Fullerton & Co | 1,163 | $284.0K | 0.16% | +2+0.2% | Added |
| Wealthcare Advisory Partners LLC | 1,225 | $285.0K | 0.02% | +170+16.1% | Added |
| Robertson Stephens Wealth Management, LLC | 1,232 | $287.0K | 0.03% | −224−15.4% | Reduced |
| Calton & Associates, Inc. | 1,235 | $287.0K | 0.16% | −9−0.7% | Reduced |