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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 4,327 | $1.01M | 0.08% | +76+1.8% | Added |
| Spouting Rock Asset Management, LLC | 4,339 | $1.01M | 0.66% | +4,339 | New |
| Ballast, Inc. | 4,365 | $1.02M | 0.47% | −498−10.2% | Reduced |
| Herold Advisors, Inc. | 4,375 | $1.02M | 0.46% | −50−1.1% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.02M | 1.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,107 | $1.03M | 0.19% | −14−0.3% | Reduced |
| Veritable, L.P. | 4,445 | $1.04M | 0.02% | +277+6.6% | Added |
| Capital Management Associates | 4,500 | $1.05M | 1.54% | +2,500+125.0% | Added |
| Kistler-Tiffany Companies, LLC | 4,506 | $1.05M | 0.23% | +3+0.1% | Added |
| Stableford Capital II LLC | 4,312 | $1.05M | 0.49% | −5,688−56.9% | Reduced |
| Pictet & Cie (Europe) SA | 4,548 | $1.06M | 0.05% | −1,979−30.3% | Reduced |
| Transcend Wealth Collective, LLC | 4,562 | $1.06M | 0.11% | +93+2.1% | Added |
| Baker Tilly Wealth Management, LLC | 4,564 | $1.06M | 0.14% | +764+20.1% | Added |
| Wealth Alliance | 4,577 | $1.07M | 0.20% | +2,798+157.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,677 | $1.09M | 0.06% | +940+25.2% | Added |
| Keybank National Association | 4,702 | $1.10M | 0.01% | −10.0% | Reduced |
| Choate Investment Advisors | 4,734 | $1.10M | 0.07% | +70+1.5% | Added |
| Bahl & Gaynor Inc | 4,742 | $1.10M | 0.01% | −330−6.5% | Reduced |
| Barden Capital Management, Inc. | 4,742 | $1.11M | 1.20% | −55−1.1% | Reduced |
| Haverford Financial Services, Inc. | 4,770 | $1.11M | 0.32% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,770 | $1.11M | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,780 | $1.11M | 0.04% | +443+10.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,798 | $1.13M | 0.83% | +166+3.6% | Added |
| Executive Wealth Management, LLC | 4,854 | $1.13M | 0.15% | −519−9.7% | Reduced |
| Toroso Investments, LLC | 4,858 | $1.13M | 0.04% | +66+1.4% | Added |
| Forum Financial Management, LP | 4,858 | $1.13M | 0.06% | +337+7.5% | Added |
| Dana Investment Advisors, Inc. | 4,910 | $1.14M | 0.06% | +189+4.0% | Added |
| Byrne Asset Management LLC | 4,924 | $1.15M | 0.85% | −84−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,935 | $1.15M | 0.05% | −2,425−32.9% | Reduced |
| Caldwell Trust Co | 4,942 | $1.15M | 0.16% | −92−1.8% | Reduced |
| Western Wealth Management, LLC | 4,847 | $1.16M | 0.07% | +229+5.0% | Added |
| Spire Wealth Management | 4,987 | $1.16M | 0.05% | −3,454−40.9% | Reduced |
| Stock Yards Bank & Trust Co | 4,999 | $1.17M | 0.05% | +4,999 | New |
| Caption Management, LLC | 5,000 | $1.17M | 0.10% | +5,000 | New |
| TBH Global Asset Management, LLC | 5,019 | $1.17M | 0.28% | +28+0.6% | Added |
| Fairbanks Capital Management, Inc. | 5,027 | $1.17M | 1.02% | −143−2.8% | Reduced |
| Shapiro Capital Management LLC | 5,030 | $1.17M | 0.03% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,043 | $1.18M | 1.44% | +167+3.4% | Added |
| Fiduciary Trust Co | 5,101 | $1.19M | 0.03% | −5−0.1% | Reduced |
| Toews Corp | 5,100 | $1.19M | 0.79% | +3,400+200.0% | Added |
| Neumann Capital Management, LLC | 5,107 | $1.19M | 0.60% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,205 | $1.21M | 0.07% | −16−0.3% | Reduced |
| Comerica Securities,inc. | 5,235 | $1.22M | 0.09% | −50−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,242 | $1.22M | 0.01% | −1,198−18.6% | Reduced |
| Jacobi Capital Management LLC | 5,247 | $1.22M | 0.16% | +42+0.8% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.24M | 0.82% | 00.0% | Unchanged |
| Cadence Bank NA | 5,299 | $1.24M | 0.40% | +45+0.9% | Added |
| Peak Financial Advisors LLC | 5,312 | $1.24M | 1.23% | −33−0.6% | Reduced |
| Ancora Advisors, LLC | 5,370 | $1.25M | 0.04% | +54+1.0% | Added |
| Advisor Partners LLC | 5,387 | $1.26M | 0.09% | +112+2.1% | Added |
| Lipe & Dalton | 5,405 | $1.26M | 0.74% | +25+0.5% | Added |
| Crossmark Global Holdings, Inc. | 5,411 | $1.26M | 0.03% | +380+7.6% | Added |
| Procyon Private Wealth Partners, LLC | 5,415 | $1.26M | 0.28% | +445+9.0% | Added |
| Arrow Financial Corp | 5,427 | $1.26M | 0.17% | −355−6.1% | Reduced |
| Brinker Capital Investments, LLC | 5,435 | $1.27M | 0.02% | −45−0.8% | Reduced |
| Group One Trading, L.P. | 5,491 | $1.28M | 0.04% | +784+16.7% | Added |
| Trust Investment Advisors | 5,541 | $1.29M | 1.24% | −73−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,561 | $1.30M | 0.12% | +710+14.6% | Added |
| Raymond James Trust N.A. | 5,603 | $1.31M | 0.05% | −163−2.8% | Reduced |
| Regal Investment Advisors LLC | 5,607 | $1.31M | 0.14% | −243−4.2% | Reduced |
| Aberdeen Wealth Management LLC | 5,655 | $1.32M | 1.05% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,677 | $1.32M | 0.59% | +95+1.7% | Added |
| Independent Advisor Alliance | 5,698 | $1.33M | 0.07% | +3,434+151.7% | Added |
| Simplex Trading, LLC | 5,708 | $1.33M | 0.04% | +5,708 | New |
| Engineers Gate Manager LP | 5,724 | $1.33M | 0.05% | +4,008+233.6% | Added |
| Benedict Financial Advisors Inc | 5,807 | $1.35M | 0.40% | +32+0.6% | Added |
| Ethic Inc. | 5,887 | $1.37M | 0.10% | −2,151−26.8% | Reduced |
| APG Asset Management N.V. | 6,164 | $1.37M | 0.00% | −1,500−19.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,917 | $1.38M | 0.02% | +1,680+39.7% | Added |
| McDonald Partners LLC | 5,950 | $1.39M | 0.35% | −87−1.4% | Reduced |
| MAI Capital Management | 5,972 | $1.39M | 0.03% | +894+17.6% | Added |
| Miller Investment Management, LP | 6,000 | $1.40M | 0.29% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,997 | $1.40M | 0.04% | +54+0.9% | Added |
| Terra Nova Asset Management LLC | 6,005 | $1.40M | 1.56% | −67−1.1% | Reduced |
| Bryn Mawr Trust Co | 6,100 | $1.42M | 0.07% | −638−9.5% | Reduced |
| Burns J W & Co Inc | 6,163 | $1.44M | 0.27% | −779−11.2% | Reduced |
| Pathstone Family Office, LLC | 6,180 | $1.44M | 0.03% | +345+5.9% | Added |
| Magnetar Financial LLC | 6,258 | $1.46M | 0.02% | +6,258 | New |
| Lee Danner & Bass Inc | 6,311 | $1.47M | 0.15% | +345+5.8% | Added |
| Altman Advisors, Inc. | 6,045 | $1.48M | 0.84% | −17−0.3% | Reduced |
| First Hawaiian Bank | 6,355 | $1.48M | 0.05% | +217+3.5% | Added |
| Dynamic Technology Lab Private Ltd | 6,386 | $1.49M | 0.17% | +4,417+224.3% | Added |
| Bank Hapoalim BM | 6,390 | $1.49M | 0.19% | +430+7.2% | Added |
| SWS Partners | 6,402 | $1.49M | 1.26% | +15+0.2% | Added |
| Aevitas Wealth Management, Inc. | 6,461 | $1.51M | 1.02% | +9+0.1% | Added |
| Crestline Management, LP | 6,500 | $1.51M | 0.20% | +6,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,505 | $1.52M | 0.03% | −32−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 6,511 | $1.52M | 0.06% | +269+4.3% | Added |
| Pinnacle Financial Partners Inc | 6,541 | $1.52M | 0.05% | 00.0% | Unchanged |
| Guardian Capital LP | 6,625 | $1.54M | 0.05% | −630−8.7% | Reduced |
| Zevenbergen Capital Investments LLC | 6,630 | $1.54M | 0.07% | +20+0.3% | Added |
| JustInvest LLC | 6,670 | $1.55M | 0.07% | +1,455+27.9% | Added |
| Oppenheimer & Co Inc | 6,732 | $1.57M | 0.03% | −402−5.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,808 | $1.59M | 0.03% | +5,747+541.7% | Added |
| Itau Unibanco Holding S.A. | 6,839 | $1.59M | 0.06% | +6,839 | New |
| TriaGen Wealth Management LLC | 6,868 | $1.60M | 1.14% | −84−1.2% | Reduced |
| Sigma Planning Corp | 6,873 | $1.60M | 0.06% | +142+2.1% | Added |
| Soros Capital Management LLC | 6,905 | $1.61M | 0.92% | −1,600−18.8% | Reduced |
| LaFleur & Godfrey LLC | 6,924 | $1.61M | 0.26% | −335−4.6% | Reduced |
| Regentatlantic Capital LLC | 6,956 | $1.62M | 0.05% | +113+1.7% | Added |