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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 1,234 | $288.0K | 0.03% | −150−10.8% | Reduced |
| Alpha Cubed Investments, LLC | 1,235 | $288.0K | 0.02% | +82+7.1% | Added |
| Signaturefd, LLC | 1,235 | $288.0K | 0.01% | +165+15.4% | Added |
| Hills Bank & Trust Co | 1,238 | $289.0K | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,238 | $289.0K | 0.09% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,240 | $289.0K | 0.18% | +3+0.2% | Added |
| Kraematon Investment Advisors, Inc | 1,246 | $290.0K | 0.34% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,249 | $291.0K | 0.03% | +1+0.1% | Added |
| Investors Asset Management of Georgia Inc | 1,257 | $293.0K | 0.15% | −85−6.3% | Reduced |
| Tudor Investment Corp Et Al | 1,263 | $294.0K | 0.01% | −1,427−53.0% | Reduced |
| Global Retirement Partners, LLC | 1,260 | $294.0K | 0.02% | +6+0.5% | Added |
| NewEdge Wealth, LLC | 1,262 | $294.0K | 0.01% | +1,262 | New |
| North Star Investment Management Corp. | 1,266 | $295.0K | 0.03% | +1+0.1% | Added |
| Centiva Capital, LP | 1,268 | $296.0K | 0.02% | +1,268 | New |
| HNP Capital LLC | 1,273 | $297.0K | 0.08% | −250−16.4% | Reduced |
| Vectors Research Management, LLC | 1,273 | $297.0K | 0.08% | +596+88.0% | Added |
| Highland Capital Management, LLC | 1,275 | $297.0K | 0.02% | +1,275 | New |
| Ausdal Financial Partners, Inc. | 1,277 | $298.0K | 0.04% | −538−29.6% | Reduced |
| Claybrook Capital, LLC | 1,279 | $298.0K | 0.18% | −100−7.3% | Reduced |
| Quantinno Capital Management LP | 1,284 | $299.0K | 0.04% | +397+44.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,291 | $300.0K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,301 | $303.0K | 0.03% | +36+2.8% | Added |
| Bluestein R H & Co | 1,300 | $303.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,306 | $304.0K | 0.02% | +1,306 | New |
| Pendal Group Limited | 1,315 | $306.0K | 0.00% | −5,654−81.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,314 | $306.0K | 0.02% | −100−7.1% | Reduced |
| Weik Capital Management | 1,320 | $308.0K | 0.14% | −35−2.6% | Reduced |
| First Affirmative Financial Network | 1,058 | $310.0K | 0.35% | −210−16.6% | Reduced |
| Alhambra Investment Partners LLC | 1,335 | $311.0K | 0.23% | 00.0% | Unchanged |
| PFG Advisors | 1,333 | $311.0K | 0.04% | +1,333 | New |
| Financial Advisory Corp | 1,338 | $312.0K | 0.21% | −1,158−46.4% | Reduced |
| Sawtooth Solutions, LLC | 1,337 | $312.0K | 0.04% | +328+32.5% | Added |
| FDx Advisors, Inc. | 1,352 | $315.0K | 0.01% | −1,440−51.6% | Reduced |
| XTX Topco Ltd | 1,353 | $315.0K | 0.13% | +1,353 | New |
| Horizon Investments, LLC | 1,362 | $316.0K | 0.01% | −101−6.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,356 | $316.0K | 0.07% | −1−0.1% | Reduced |
| Claro Advisors LLC | 1,359 | $317.0K | 0.13% | +1,359 | New |
| Symmetry Partners, LLC | 1,370 | $319.0K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,371 | $320.0K | 0.06% | +97+7.6% | Added |
| Retirement Guys Formula LLC | 1,383 | $322.0K | 0.33% | +404+41.3% | Added |
| Zeke Capital Advisors, LLC | 1,415 | $330.0K | 0.02% | −21−1.5% | Reduced |
| AdvisorNet Financial, Inc | 1,418 | $330.0K | 0.03% | +756+114.2% | Added |
| Riverview Trust Co | 1,435 | $334.0K | 0.29% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,452 | $338.0K | 0.02% | +1,452 | New |
| Alesco Advisors LLC | 1,461 | $340.0K | 0.01% | −65−4.3% | Reduced |
| Sequoia Financial Advisors, LLC | 1,461 | $341.0K | 0.01% | −1,688−53.6% | Reduced |
| Waldron Private Wealth LLC | 1,472 | $343.0K | 0.02% | −26−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,479 | $345.0K | 0.03% | +149+11.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,491 | $347.0K | 0.04% | +65+4.6% | Added |
| Cidel Asset Management Inc | 1,495 | $348.0K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,496 | $349.0K | 0.03% | +24+1.6% | Added |
| Apollon Wealth Management, LLC | 1,497 | $349.0K | 0.03% | +140+10.3% | Added |
| RiverGlades Family Offices LLC | 1,500 | $350.0K | 0.32% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,500 | $350.0K | 0.32% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,519 | $354.0K | 0.00% | +8+0.5% | Added |
| Chiron Investment Management, LLC | 1,525 | $355.0K | 0.06% | +1,525 | New |
| Nova R Wealth, Inc. | 1,527 | $356.0K | 0.29% | +5+0.3% | Added |
| Probity Advisors, Inc. | 1,534 | $358.0K | 0.08% | −44−2.8% | Reduced |
| Pitti Group Wealth Management, LLC | 1,543 | $360.0K | 0.49% | −30−1.9% | Reduced |
| XML Financial, LLC | 1,546 | $360.0K | 0.08% | +75+5.1% | Added |
| Neo Ivy Capital Management | 1,548 | $360.0K | 0.96% | +1,548 | New |
| Morningstar Investment Services LLC | 1,475 | $361.0K | 0.00% | +105+7.7% | Added |
| Charter Trust Co | 1,552 | $362.0K | 0.03% | +1,552 | New |
| Clare Market Investments LLC | 1,554 | $362.2K | 0.16% | +5+0.3% | Added |
| CAPROCK Group, Inc. | 1,559 | $363.0K | 0.04% | −252−13.9% | Reduced |
| Prospera Financial Services Inc | 1,563 | $364.0K | 0.02% | −4,407−73.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,564 | $365.0K | 0.01% | −32−2.0% | Reduced |
| Kovack Advisors, Inc. | 1,577 | $368.0K | 0.05% | −449−22.2% | Reduced |
| Focus Financial Network, Inc. | 1,581 | $368.4K | 0.03% | −105−6.2% | Reduced |
| Silver Oak Securities, Inc | 1,535 | $372.0K | 0.08% | +11+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,601 | $373.0K | 0.02% | −790−33.0% | Reduced |
| Lee Financial Co | 1,602 | $373.0K | 0.07% | +2+0.1% | Added |
| Inscription Capital, LLC | 1,610 | $375.0K | 0.07% | +720+80.9% | Added |
| Mutual Advisors, LLC | 1,621 | $378.0K | 0.03% | +221+15.8% | Added |
| M Holdings Securities, Inc. | 1,633 | $381.0K | 0.04% | −299−15.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,633 | $381.0K | 0.35% | +2+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 1,644 | $383.0K | 0.10% | +254+18.3% | Added |
| Personal Cfo Solutions, LLC | 1,647 | $384.0K | 0.09% | +157+10.5% | Added |
| United Capital Financial Advisers, LLC | 1,654 | $385.0K | 0.00% | +102+6.6% | Added |
| Nikulski Financial, Inc. | 1,655 | $386.0K | 0.19% | 00.0% | Unchanged |
| Regions Financial Corp | 1,654 | $386.0K | 0.00% | +28+1.7% | Added |
| Berkeley Capital Partners, LLC | 1,664 | $388.0K | 0.16% | +10+0.6% | Added |
| Atlas Capital Advisors LLC | 1,668 | $388.7K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,669 | $389.0K | 0.21% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,674 | $390.0K | 0.00% | −1,367−45.0% | Reduced |
| Highlander Capital Management, LLC | 1,600 | $393.0K | 0.21% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,691 | $394.0K | 0.14% | +55+3.4% | Added |
| Profund Advisors LLC | 1,721 | $401.0K | 0.03% | −594−25.7% | Reduced |
| Berger Financial Group, Inc | 1,725 | $402.0K | 0.06% | −54−3.0% | Reduced |
| Leonteq Securities AG | 1,725 | $402.0K | 0.02% | −135−7.3% | Reduced |
| GenTrust, LLC | 1,730 | $403.0K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,743 | $406.0K | 0.19% | −21−1.2% | Reduced |
| Lake Street Financial LLC | 1,740 | $406.0K | 0.09% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,745 | $407.0K | 0.09% | −100−5.4% | Reduced |
| Bridgefront Capital, LLC | 1,753 | $409.0K | 0.45% | +1,753 | New |
| Avantax Planning Partners, Inc. | 1,765 | $411.0K | 0.02% | +113+6.8% | Added |
| CNB Bank | 1,765 | $412.0K | 0.27% | −107−5.7% | Reduced |
| United Bank | 1,800 | $420.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,803 | $420.0K | 0.07% | +125+7.4% | Added |
| Coldstream Capital Management Inc | 1,807 | $421.0K | 0.02% | +271+17.6% | Added |