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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 2,516 | $586.0K | 0.26% | −1,035−29.1% | Reduced |
| Balentine LLC | 2,521 | $588.0K | 0.02% | +900+55.5% | Added |
| Roanoke Asset Management Corp | 2,550 | $594.0K | 0.27% | 00.0% | Unchanged |
| Aries Wealth Management | 2,559 | $596.0K | 0.27% | +2,559 | New |
| Spinnaker Trust | 2,568 | $598.0K | 0.05% | −12,638−83.1% | Reduced |
| Wedbush Securities Inc | 2,569 | $599.0K | 0.03% | −20−0.8% | Reduced |
| Cresset Asset Management, LLC | 2,936 | $601.0K | 0.01% | +1,007+52.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,583 | $602.0K | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 2,626 | $608.0K | 0.02% | −6,710−71.9% | Reduced |
| Boston Family Office LLC | 2,631 | $613.0K | 0.05% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,637 | $615.0K | 0.01% | −26−1.0% | Reduced |
| Heartland Bank & Trust Co | 2,649 | $617.0K | 0.55% | −43−1.6% | Reduced |
| Wealthfront Advisers LLC | 2,646 | $617.0K | 0.00% | +686+35.0% | Added |
| Aristotle Atlantic Partners, LLC | 2,662 | $620.0K | 0.05% | +925+53.3% | Added |
| Anchor Investment Management, LLC | 2,672 | $622.7K | 0.09% | −150−5.3% | Reduced |
| Lincoln National Corp | 2,681 | $624.0K | 0.01% | +109+4.2% | Added |
| Hillman Capital Management, Inc. | 2,680 | $625.0K | 0.23% | +100+3.9% | Added |
| Marion Wealth Management | 2,739 | $638.0K | 0.33% | −8−0.3% | Reduced |
| Tiaa, FSB | 2,744 | $640.0K | 0.00% | −27,872−91.0% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $640.0K | 0.03% | −200−6.8% | Reduced |
| Altrafin AG | 2,750 | $640.9K | 0.35% | −1,250−31.3% | Reduced |
| HighPoint Advisor Group LLC | 2,678 | $641.0K | 0.07% | +2,678 | New |
| CWM, LLC | 2,765 | $644.0K | 0.00% | +411+17.5% | Added |
| Meeder Asset Management Inc | 2,797 | $652.0K | 0.04% | +206+8.0% | Added |
| Empirical Finance, LLC | 2,815 | $656.0K | 0.08% | +179+6.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,851 | $664.0K | 0.39% | +1,351+90.1% | Added |
| EP Wealth Advisors, LLC | 2,856 | $666.0K | 0.01% | +1,989+229.4% | Added |
| First Horizon Advisors, Inc. | 2,871 | $668.0K | 0.02% | +472+19.7% | Added |
| Glenmede Trust Co NA | 2,878 | $669.0K | 0.00% | −20−0.7% | Reduced |
| Man Group plc | – | $673.0K | 0.00% | – | – |
| Copperwynd Financial, LLC | 2,902 | $676.0K | 0.40% | −20−0.7% | Reduced |
| Tranquility Partners, LLC | 2,909 | $678.0K | 0.35% | −21−0.7% | Reduced |
| Ieq Capital, LLC | 2,915 | $679.0K | 0.02% | −59−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,935 | $684.0K | 0.03% | +320+12.2% | Added |
| Bragg Financial Advisors, Inc | 2,954 | $688.0K | 0.05% | −124−4.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,988 | $696.0K | 0.14% | +171+6.1% | Added |
| Intact Investment Management Inc. | 3,000 | $699.0K | 0.02% | −800−21.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $699.0K | 0.01% | 00.0% | Unchanged |
| Planning Directions Inc | 3,061 | $713.0K | 0.55% | −15−0.5% | Reduced |
| Old Port Advisors | 3,015 | $714.0K | 0.28% | −88−2.8% | Reduced |
| Park Avenue Securities LLC | 3,067 | $715.0K | 0.01% | −631−17.1% | Reduced |
| Occudo Quantitative Strategies LP | 3,072 | $716.0K | 0.06% | +3,072 | New |
| Archford Capital Strategies, LLC | 3,085 | $719.0K | 0.18% | −307−9.1% | Reduced |
| Perigon Wealth Management, LLC | 3,095 | $721.0K | 0.06% | +249+8.7% | Added |
| TLWM | 3,147 | $732.0K | 0.28% | −62−1.9% | Reduced |
| Chemung Canal Trust Co | 3,154 | $735.0K | 0.17% | +74+2.4% | Added |
| Prudential PLC | 3,171 | $739.0K | 0.01% | +112+3.7% | Added |
| Gilbert & Cook, Inc. | 3,190 | $743.0K | 0.13% | +205+6.9% | Added |
| Oak Ridge Investments LLC | 3,247 | $757.0K | 0.11% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,256 | $759.0K | 0.01% | −19−0.6% | Reduced |
| Boston Private Wealth LLC | 3,288 | $766.0K | 0.01% | +246+8.1% | Added |
| Argent Trust Co | 3,296 | $768.0K | 0.05% | +37+1.1% | Added |
| Community Capital Management, Inc. | 3,300 | $769.0K | 0.93% | – | – |
| Mirador Capital Partners LP | 3,299 | $769.0K | 0.18% | −80−2.4% | Reduced |
| Atlas Brown,Inc. | 3,306 | $770.0K | 0.36% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 3,308 | $771.0K | 0.31% | +1,052+46.6% | Added |
| Exchange Capital Management, Inc. | 3,322 | $774.0K | 0.17% | −5−0.2% | Reduced |
| HMS Capital Management, LLC | 3,339 | $778.0K | 0.45% | +1,203+56.3% | Added |
| Intrust Bank NA | 3,342 | $779.0K | 0.11% | +364+12.2% | Added |
| Forte Capital LLC | 3,373 | $786.0K | 0.14% | −35−1.0% | Reduced |
| Platform Technology Partners | 3,378 | $787.0K | 0.43% | −63−1.8% | Reduced |
| Parallel Advisors, LLC | 3,468 | $808.0K | 0.04% | +165+5.0% | Added |
| Wealth Advisors, Inc. | 3,500 | $816.0K | 0.40% | 00.0% | Unchanged |
| Pitcairn Co | 3,527 | $822.0K | 0.09% | +43+1.2% | Added |
| Raab & Moskowitz Asset Management LLC | 3,549 | $827.0K | 0.32% | +56+1.6% | Added |
| SFMG, LLC | 3,567 | $831.0K | 0.10% | +3+0.1% | Added |
| Meridian Investment Counsel Inc. | 3,565 | $831.0K | 0.34% | +145+4.2% | Added |
| DCM Advisors, LLC | 3,568 | $831.0K | 0.36% | +545+18.0% | Added |
| Parsons Capital Management Inc | 3,569 | $832.0K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,596 | $839.0K | 0.00% | +40+1.1% | Added |
| Guardian Capital Advisors LP | 3,350 | $841.0K | 0.10% | +1,050+45.7% | Added |
| Laraway Financial Inc | 3,620 | $843.0K | 0.90% | −210−5.5% | Reduced |
| Penserra Capital Management LLC | 3,690 | $859.0K | 0.02% | +3,690 | New |
| Essex Financial Services, Inc. | 3,689 | $860.0K | 0.10% | +50+1.4% | Added |
| Diamant Asset Management, Inc. | 3,725 | $868.0K | 0.78% | −620−14.3% | Reduced |
| Eads & Heald Wealth Management | 3,773 | $879.0K | 0.47% | +485+14.8% | Added |
| HC Financial Advisors Inc | 3,780 | $881.0K | 0.59% | +48+1.3% | Added |
| Siemens Fonds Invest GmbH | 3,792 | $884.0K | 0.09% | −65−1.7% | Reduced |
| Piscataqua Savings Bank | 3,800 | $886.0K | 0.78% | −216−5.4% | Reduced |
| Koss-Olinger Consulting, LLC | 3,816 | $889.0K | 0.16% | −477−11.1% | Reduced |
| Vestcor Inc | 3,825 | $891.0K | 0.03% | +1,224+47.1% | Added |
| Redpoint Investment Management Pty Ltd | 3,835 | $894.0K | 0.11% | +690+21.9% | Added |
| LVW Advisors, LLC | 3,861 | $900.0K | 0.19% | −26−0.7% | Reduced |
| Delta Financial Advisors LLC | 3,886 | $906.0K | 0.45% | +10.0% | Added |
| Teza Capital Management LLC | 3,931 | $916.0K | 0.35% | +3,931 | New |
| ELCO Management Co., LLC | 3,943 | $919.0K | 0.75% | −161−3.9% | Reduced |
| Prentice Wealth Management LLC | 3,944 | $919.0K | 0.94% | +163+4.3% | Added |
| Atria Wealth Solutions, Inc. | 3,942 | $919.0K | 0.02% | +208+5.6% | Added |
| Ameritas Advisory Services, LLC | 3,975 | $926.0K | 0.05% | +293+8.0% | Added |
| CIBC Private Wealth Group, LLC | 4,003 | $933.0K | 0.00% | −886−18.1% | Reduced |
| Meridian Financial Partners LLC | 3,852 | $945.0K | 0.64% | +49+1.3% | Added |
| Great Valley Advisor Group, Inc. | 4,072 | $949.0K | 0.05% | +195+5.0% | Added |
| Metis Global Partners, LLC | 4,103 | $956.0K | 0.15% | +868+26.8% | Added |
| MidWestOne Financial Group, Inc. | 4,112 | $958.0K | 0.24% | −75−1.8% | Reduced |
| Corient Capital Partners, LLC | 4,187 | $976.0K | 0.07% | −93−2.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,201 | $979.0K | 0.09% | −410−8.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,215 | $984.0K | 0.01% | −292−6.5% | Reduced |
| Colony Group LLC | 4,271 | $995.0K | 0.02% | +39+0.9% | Added |
| Segall Bryant & Hamill, LLC | 4,286 | $998.0K | 0.01% | +2,298+115.6% | Added |
| 17 Capital Partners, LLC | 4,299 | $1.00M | 1.27% | −22−0.5% | Reduced |