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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 6,971 | $1.63M | 0.19% | +316+4.7% | Added |
| Illinois Municipal Retirement Fund | 6,988 | $1.63M | 0.04% | +2,827+67.9% | Added |
| Laurel Wealth Advisors, Inc. | 7,003 | $1.63M | 0.17% | −1,447−17.1% | Reduced |
| Wambolt & Associates, LLC | 7,034 | $1.64M | 0.66% | −49−0.7% | Reduced |
| Umb Bank N A | 7,057 | $1.64M | 0.03% | +10.0% | Added |
| Cross Staff Investments Inc | 7,095 | $1.65M | 1.82% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 7,168 | $1.67M | 0.21% | +64+0.9% | Added |
| Great Lakes Advisors, LLC | 7,188 | $1.68M | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,229 | $1.69M | 0.23% | +241+3.4% | Added |
| Condor Capital Management | 7,274 | $1.70M | 0.22% | +27+0.4% | Added |
| Hoertkorn Richard Charles | 7,300 | $1.70M | 0.94% | −100−1.4% | Reduced |
| Citizens National Bank Trust Department | 7,465 | $1.74M | 0.50% | −240−3.1% | Reduced |
| Audent Global Asset Management, LLC | 7,474 | $1.74M | 1.57% | −1,820−19.6% | Reduced |
| FineMark National Bank & Trust | 7,484 | $1.74M | 0.08% | −150−2.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 7,485 | $1.74M | 0.54% | −281−3.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.76M | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,575 | $1.76M | 0.16% | +7,575 | New |
| Garner Asset Management Corp | 7,598 | $1.77M | 0.78% | +1,206+18.9% | Added |
| Hudson Canyon Capital Management | 7,675 | $1.79M | 1.73% | −425−5.2% | Reduced |
| American Portfolios Advisors | 7,725 | $1.80M | 0.07% | −136−1.7% | Reduced |
| Moody National Bank Trust Division | 7,736 | $1.80M | 0.19% | −3,464−30.9% | Reduced |
| Allstate Corp | 7,738 | $1.80M | 0.06% | −33−0.4% | Reduced |
| Pflug Koory, LLC | 7,739 | $1.80M | 1.04% | −200−2.5% | Reduced |
| Webster Bank, N. A. | 7,783 | $1.81M | 0.25% | −385−4.7% | Reduced |
| Intech Investment Management LLC | 7,832 | $1.83M | 0.01% | +7,832 | New |
| Gs Investments, Inc. | 7,485 | $1.83M | 1.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,793 | $1.83M | 0.45% | −1,875−19.4% | Reduced |
| Kingsview Wealth Management, LLC | 7,883 | $1.84M | 0.09% | −746−8.6% | Reduced |
| Achmea Investment Management B.V. | 7,938 | $1.85M | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,029 | $1.87M | 0.64% | −100−1.2% | Reduced |
| Cambria Investment Management, L.P. | 8,040 | $1.87M | 0.24% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,070 | $1.88M | 0.03% | −98−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 8,114 | $1.89M | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 8,131 | $1.90M | 0.74% | +10.0% | Added |
| Virtu Financial LLC | 8,170 | $1.90M | 0.16% | +8,170 | New |
| West Oak Capital, LLC | 8,303 | $1.94M | 1.02% | −297−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 8,357 | $1.95M | 0.11% | −464−5.3% | Reduced |
| Fernwood Investment Management, LLC | 8,379 | $1.95M | 0.84% | −21−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 8,401 | $1.96M | 0.15% | −439−5.0% | Reduced |
| Occidental Asset Management, LLC | 8,511 | $1.98M | 0.59% | +59+0.7% | Added |
| GWM Advisors LLC | 8,554 | $1.99M | 0.03% | +8,554 | New |
| Natixis Investment Managers International | 8,564 | $2.00M | 0.04% | −2,894−25.3% | Reduced |
| Legacy CG, LLC | 8,606 | $2.01M | 1.38% | +8,606 | New |
| Winton Group Ltd | 8,628 | $2.01M | 0.11% | −3,269−27.5% | Reduced |
| Wade G W & Inc | 8,653 | $2.02M | 0.09% | +6,898+393.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,670 | $2.02M | 0.03% | +1,056+13.9% | Added |
| Bessemer Group Inc | 8,714 | $2.03M | 0.01% | −362−4.0% | Reduced |
| Gotham Asset Management, LLC | 8,725 | $2.03M | 0.07% | −17,334−66.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,849 | $2.06M | 2.29% | −107−1.2% | Reduced |
| HCR Wealth Advisors | 8,888 | $2.07M | 0.42% | −246−2.7% | Reduced |
| Archon Partners LLC | 8,900 | $2.07M | 0.36% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 9,096 | $2.12M | 1.24% | −45−0.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,099 | $2.12M | 0.05% | +1,374+17.8% | Added |
| Van Hulzen Asset Management, LLC | 9,113 | $2.12M | 0.25% | −288−3.1% | Reduced |
| New Mexico Educational Retirement Board | 9,121 | $2.13M | 0.10% | −400−4.2% | Reduced |
| Outfitter Financial LLC | 9,180 | $2.14M | 1.94% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,242 | $2.15M | 0.00% | +13+0.1% | Added |
| Horizon Wealth Management, LLC | 9,241 | $2.15M | 0.89% | −54−0.6% | Reduced |
| Griffin Asset Management, Inc. | 9,276 | $2.16M | 0.34% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 9,323 | $2.17M | 0.68% | −800−7.9% | Reduced |
| Capital Analysts, LLC | 9,337 | $2.18M | 0.15% | −197−2.1% | Reduced |
| Cobblestone Capital Advisors LLC | 9,485 | $2.21M | 0.17% | +10.0% | Added |
| Wexford Capital LP | 9,526 | $2.22M | 0.35% | −2,572−21.3% | Reduced |
| Essex Investment Management Co LLC | 9,572 | $2.23M | 0.36% | −242−2.5% | Reduced |
| Bangor Savings Bank | 9,586 | $2.23M | 0.24% | −109−1.1% | Reduced |
| Verition Fund Management LLC | 9,612 | $2.24M | 0.05% | +6,994+267.2% | Added |
| Belpointe Asset Management LLC | 9,661 | $2.25M | 0.15% | −346−3.5% | Reduced |
| WD Rutherford LLC | 9,710 | $2.26M | 1.75% | +30+0.3% | Added |
| Metropolitan Life Insurance Co | 9,804 | $2.28M | 0.10% | −338−3.3% | Reduced |
| Oliver Luxxe Assets LLC | 9,837 | $2.29M | 0.68% | −37−0.4% | Reduced |
| Xcel Wealth Management, LLC | 9,934 | $2.31M | 0.84% | −3,915−28.3% | Reduced |
| EULAV Asset Management | 10,000 | $2.33M | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,132 | $2.36M | 0.12% | −230−2.2% | Reduced |
| HM Payson & Co | 10,152 | $2.37M | 0.06% | −584−5.4% | Reduced |
| Mercer Global Advisors Inc | 10,181 | $2.37M | 0.01% | +298+3.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,184 | $2.37M | 0.31% | +10,184 | New |
| Ziegler Capital Management, LLC | 10,289 | $2.40M | 0.10% | −84−0.8% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.40M | 0.73% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.41M | 1.39% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,423 | $2.43M | 0.08% | +333+3.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 10,175 | $2.48M | 0.45% | −29,245−74.2% | Reduced |
| Robbins Farley LLC | 10,687 | $2.49M | 2.60% | −2,676−20.0% | Reduced |
| Vista Investment Management | 10,769 | $2.51M | 1.52% | −560−4.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,790 | $2.52M | 0.78% | −4,634−30.0% | Reduced |
| Louisiana State Employees Retirement System | 10,300 | $2.52M | 0.07% | −100−1.0% | Reduced |
| Ar Asset Management Inc | 10,875 | $2.54M | 0.72% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,948 | $2.55M | 0.12% | −42−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 10,949 | $2.55M | 0.02% | +298+2.8% | Added |
| CSS LLC | 8,763 | $2.57M | 0.12% | +6,763+338.2% | Added |
| Level Four Advisory Services, LLC | 11,124 | $2.59M | 0.24% | +177+1.6% | Added |
| Assetmark, Inc | 11,136 | $2.60M | 0.01% | +4,493+67.6% | Added |
| Stratos Wealth Partners, LTD. | 11,137 | $2.60M | 0.07% | +34+0.3% | Added |
| CIBC World Markets Corp | 11,362 | $2.65M | 0.02% | −59,563−84.0% | Reduced |
| Teamwork Financial Advisors, LLC | 11,393 | $2.65M | 0.58% | +11,393 | New |
| Storebrand Asset Management AS | 11,439 | $2.67M | 0.02% | +222+2.0% | Added |
| PEAK6 Investments LLC | 11,415 | $2.67M | 0.06% | +4,156+57.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,444 | $2.67M | 0.06% | +900+8.5% | Added |
| Farmers Trust Co | 11,453 | $2.67M | 0.64% | +64+0.6% | Added |
| Palisade Capital Management LLC | 11,460 | $2.67M | 0.07% | −50−0.4% | Reduced |
| Cox Capital Mgt LLC | 11,519 | $2.69M | 1.83% | −285−2.4% | Reduced |