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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 1,814 | $423.0K | 0.10% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,832 | $427.0K | 0.26% | +3+0.2% | Added |
| Beaumont Financial Partners, LLC | 1,838 | $428.0K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,840 | $428.8K | 0.30% | +98+5.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,842 | $429.0K | 0.02% | −552−23.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,839 | $429.0K | 0.01% | +299+19.4% | Added |
| Jupiter Asset Management Ltd | 1,847 | $430.0K | 0.01% | +1,847 | New |
| Prime Capital Investment Advisors, LLC | 1,848 | $431.0K | 0.03% | −843−31.3% | Reduced |
| E&G Advisors, LP | 1,850 | $431.0K | 0.15% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,854 | $432.0K | 0.01% | +97+5.5% | Added |
| Collective Family Office LLC | 1,861 | $434.0K | 0.19% | −106−5.4% | Reduced |
| Acadian Asset Management LLC | 1,864 | $434.0K | 0.00% | +1,227+192.6% | Added |
| Mayflower Financial Advisors, LLC | 1,868 | $435.0K | 0.07% | −23−1.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,891 | $441.0K | 0.05% | −82−4.2% | Reduced |
| GSB Wealth Management, LLC | 1,899 | $443.0K | 0.15% | −199−9.5% | Reduced |
| Haverford Trust Co | 1,901 | $443.0K | 0.01% | +947+99.3% | Added |
| Charter Research & Investment Group, Inc. | 1,905 | $444.0K | 0.40% | +195+11.4% | Added |
| Pearl River Capital, LLC | 1,915 | $446.0K | 0.10% | +1,915 | New |
| Westover Capital Advisors, LLC | 1,923 | $448.0K | 0.17% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,937 | $451.0K | 0.74% | −199−9.3% | Reduced |
| Nvest Financial, LLC | 1,933 | $451.0K | 0.47% | −43−2.2% | Reduced |
| Armbruster Capital Management, Inc. | 1,934 | $451.0K | 0.12% | +60+3.2% | Added |
| Silverlake Wealth Management LLC | 1,942 | $452.6K | 0.30% | −125−6.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,943 | $453.0K | 0.07% | +18+0.9% | Added |
| IHT Wealth Management, LLC | 1,949 | $454.0K | 0.04% | −76−3.8% | Reduced |
| RDA Financial Network | 1,964 | $458.0K | 0.23% | +87+4.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,970 | $459.1K | 0.25% | +200+11.3% | Added |
| Blueshift Asset Management, LLC | 1,990 | $464.0K | 0.08% | +1,990 | New |
| Wall Street Access Asset Management, LLC | 1,998 | $465.0K | 0.24% | +1,998 | New |
| Spinnaker Investment Group, LLC | 2,003 | $467.0K | 0.19% | +2+0.1% | Added |
| Harbour Investments, Inc. | 2,006 | $467.0K | 0.03% | +2,006 | New |
| MONECO Advisors, LLC | 2,023 | $472.0K | 0.18% | −24−1.2% | Reduced |
| Financial Advocates Investment Management | 2,023 | $472.0K | 0.04% | −19−0.9% | Reduced |
| Advisor Resource Council | 2,021 | $472.0K | 0.04% | +2,021 | New |
| Cigna Investments Inc | 2,032 | $473.0K | 0.09% | −800−28.2% | Reduced |
| Independent Financial Group, LLC | 2,033 | $474.0K | 0.05% | +43+2.2% | Added |
| Ameritas Investment Partners, Inc. | 2,037 | $474.0K | 0.02% | −116−5.4% | Reduced |
| Keebeck Wealth Management, LLC | 2,040 | $475.0K | 0.09% | −20−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,042 | $476.0K | 0.12% | +1,096+115.9% | Added |
| Clearstead Advisors, LLC | 2,047 | $477.0K | 0.04% | +29+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 2,048 | $477.0K | 0.16% | +103+5.3% | Added |
| Wealth Advisors of Iowa, LLC | 2,062 | $477.0K | 0.12% | +1,031+100.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,058 | $480.0K | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,058 | $480.0K | 0.13% | +610+42.1% | Added |
| Quantamental Technologies LLC | 2,061 | $480.0K | 0.22% | +955+86.3% | Added |
| Navalign, LLC | 2,069 | $482.0K | 0.21% | −152−6.8% | Reduced |
| Patten Group, Inc. | 1,993 | $482.0K | 0.15% | +94+4.9% | Added |
| Tempus Wealth Planning, LLC | 2,075 | $484.0K | 0.40% | −196−8.6% | Reduced |
| Wetherby Asset Management Inc | 2,076 | $484.0K | 0.03% | +141+7.3% | Added |
| Meridian Wealth Management, LLC | 2,086 | $486.0K | 0.04% | +479+29.8% | Added |
| Texas Yale Capital Corp. | 2,094 | $488.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,100 | $489.0K | 0.04% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,104 | $490.0K | 0.31% | −151−6.7% | Reduced |
| Legacy Bridge, LLC | 2,105 | $491.0K | 0.36% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,994 | $491.0K | 0.05% | +280+16.3% | Added |
| Ballentine Partners, LLC | 2,116 | $493.0K | 0.02% | −17−0.8% | Reduced |
| Frontier Wealth Management LLC | 2,119 | $494.0K | 0.04% | +10.0% | Added |
| Cooper/Haims Advisors, LLC | 2,131 | $497.0K | 0.33% | −50−2.3% | Reduced |
| Benchmark Investment Advisors LLC | 2,143 | $499.0K | 0.52% | −603−22.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,147 | $500.0K | 0.04% | +329+18.1% | Added |
| B. Riley Wealth Management, Inc. | 2,158 | $503.0K | 0.05% | −2,924−57.5% | Reduced |
| Koshinski Asset Management, Inc. | 2,157 | $503.0K | 0.05% | −17−0.8% | Reduced |
| Lokken Investment Group LLC | 2,162 | $504.0K | 0.41% | +10.0% | Added |
| Element Capital Management LLC | 2,165 | $505.0K | 0.25% | +722+50.0% | Added |
| Patriot Investment Management Inc. | 2,176 | $507.0K | 0.05% | −883−28.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,175 | $507.0K | 0.70% | +67+3.2% | Added |
| Echo Street Capital Management LLC | 2,176 | $507.0K | 0.00% | +2,176 | New |
| WealthTrust Axiom LLC | 2,200 | $512.0K | 0.18% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,200 | $513.0K | 0.00% | −17−0.8% | Reduced |
| Monetta Financial Services Inc | 2,200 | $513.0K | 0.54% | +2,200 | New |
| Brandywine Oak Private Wealth LLC | 2,208 | $514.0K | 0.07% | 00.0% | Unchanged |
| First National Advisers, LLC | 2,208 | $515.0K | 1.07% | +2,208 | New |
| Cim Investment Mangement Inc | 2,214 | $516.0K | 0.21% | −12−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 2,159 | $517.0K | 0.23% | +402+22.9% | Added |
| Credential Qtrade Securities Inc. | 2,238 | $521.6K | 0.04% | +153+7.3% | Added |
| Prestige Wealth Management Group LLC | 2,270 | $529.0K | 0.14% | −5−0.2% | Reduced |
| 44 Wealth Management LLC | 2,283 | $532.0K | 0.21% | −36−1.6% | Reduced |
| Greenleaf Trust | 2,296 | $535.0K | 0.01% | +106+4.8% | Added |
| Tributary Capital Management, LLC | 2,300 | $536.0K | 0.05% | −100−4.2% | Reduced |
| Community Bank, N.A. | 2,300 | $536.0K | 0.08% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,315 | $539.0K | 0.37% | −117−4.8% | Reduced |
| Park National Corp | 2,315 | $540.0K | 0.03% | +4+0.2% | Added |
| Stevens Capital Management LP | 2,316 | $540.0K | 0.38% | +343+17.4% | Added |
| Aureus Asset Management, LLC | 2,328 | $542.0K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,328 | $543.0K | 0.02% | +42+1.8% | Added |
| Chicago Trust Co NA | 2,328 | $543.0K | 0.14% | +88+3.9% | Added |
| Wilkinson Global Asset Management LLC | 2,350 | $548.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,355 | $548.9K | 0.01% | −182−7.2% | Reduced |
| Athena Investment Management | 2,362 | $550.0K | 0.43% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,366 | $551.0K | 0.10% | +30+1.3% | Added |
| Little House Capital LLC | 2,362 | $551.0K | 0.30% | +463+24.4% | Added |
| Stratos Wealth Advisors, LLC | 2,381 | $555.0K | 0.05% | −532−18.3% | Reduced |
| Csenge Advisory Group | 2,381 | $555.0K | 0.05% | +682+40.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,386 | $556.0K | 0.01% | +70+3.0% | Added |
| Walleye Capital LLC | 2,388 | $557.0K | 0.02% | +1,481+163.3% | Added |
| Arnhold LLC | 2,400 | $559.0K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,404 | $560.0K | 0.11% | −3−0.1% | Reduced |
| Cozad Asset Management Inc | 2,421 | $564.0K | 0.09% | −45−1.8% | Reduced |
| Tufton Capital Management | 2,463 | $574.0K | 0.11% | +83+3.5% | Added |
| WBH Advisory Inc | 2,412 | $582.0K | 0.08% | 00.0% | Unchanged |