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 |
|---|---|---|---|---|---|
| Claybrook Capital, LLC | 1,279 | $298.0K | 0.18% | −100−7.3% | Reduced |
| 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 |
| Centiva Capital, LP | 1,268 | $296.0K | 0.02% | +1,268 | New |
| North Star Investment Management Corp. | 1,266 | $295.0K | 0.03% | +1+0.1% | Added |
| 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 |
| Investors Asset Management of Georgia Inc | 1,257 | $293.0K | 0.15% | −85−6.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,249 | $291.0K | 0.03% | +1+0.1% | Added |
| Kraematon Investment Advisors, Inc | 1,246 | $290.0K | 0.34% | +1+0.1% | 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 |
| 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 |
| Robertson Stephens Wealth Management, LLC | 1,232 | $287.0K | 0.03% | −224−15.4% | Reduced |
| Calton & Associates, Inc. | 1,235 | $287.0K | 0.16% | −9−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 1,225 | $285.0K | 0.02% | +170+16.1% | Added |
| Roman Butler Fullerton & Co | 1,163 | $284.0K | 0.16% | +2+0.2% | Added |
| Accel Wealth Management | 1,156 | $283.0K | 0.16% | +3+0.3% | Added |
| Jacobsen Capital Management | 1,206 | $281.0K | 0.15% | −370−23.5% | Reduced |
| Rise Advisors, LLC | 1,204 | $281.0K | 0.28% | −10−0.8% | Reduced |
| Conning Inc. | 1,203 | $280.0K | 0.01% | −19−1.6% | Reduced |
| Spirit of America Management Corp | 1,200 | $280.0K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,195 | $279.0K | 0.06% | −80−6.3% | Reduced |
| Accurate Wealth Management, LLC | 1,158 | $279.0K | 0.15% | +52+4.7% | Added |
| Cladis Investment Advisory, LLC | 1,190 | $277.3K | 0.28% | −1,200−50.2% | Reduced |
| Graham Capital Management, L.P. | 1,187 | $276.0K | 0.01% | +1,187 | New |
| Strategic Investment Advisors | 1,180 | $275.0K | 0.05% | +1,180 | New |
| Murphy Capital Management Inc | 1,170 | $272.0K | 0.04% | −140−10.7% | Reduced |
| Monarch Capital Management Inc | 1,157 | $270.0K | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 1,157 | $270.0K | 0.04% | +50+4.5% | Added |
| Brown Brothers Harriman & Co | 1,152 | $268.0K | 0.00% | −182−13.6% | Reduced |
| Searle & Co. | 1,150 | $268.0K | 0.11% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,151 | $268.0K | 0.15% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,094 | $266.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,132 | $264.0K | 0.12% | −221−16.3% | Reduced |
| 9258 Wealth Management, LLC | 1,133 | $264.0K | 0.07% | −107−8.6% | Reduced |
| 55I, LLC | 1,133 | $264.0K | 0.01% | +1,133 | New |
| Whittier Trust Co of Nevada Inc | 1,113 | $259.0K | 0.01% | −50−4.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,112 | $259.0K | 0.11% | +92+9.0% | Added |
| Shelton Capital Management | 1,109 | $258.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,107 | $258.0K | 0.08% | +1+0.1% | Added |
| McLean Asset Management Corp | 1,074 | $257.0K | 0.10% | +4+0.4% | Added |
| Socha Financial Group, LLC | 1,098 | $255.8K | 0.26% | +4+0.4% | Added |
| KRS Capital Management, LLC | 1,079 | $251.0K | 0.36% | −49−4.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,075 | $251.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,019 | $251.0K | 0.15% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,070 | $249.0K | 0.14% | −78−6.8% | Reduced |
| Syntax Advisors, LLC | 1,070 | $249.0K | 0.21% | −78−6.8% | Reduced |
| Allworth Financial LP | 1,068 | $249.0K | 0.00% | +23+2.2% | Added |
| Successful Portfolios LLC | 1,059 | $247.0K | 0.17% | −2−0.2% | Reduced |
| Shelton Wealth Management, LLC | 1,059 | $247.0K | 0.21% | +1+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,053 | $245.0K | 0.01% | +1,053 | New |
| Goodwin Daniel L | 1,048 | $244.0K | 0.13% | +30+2.9% | Added |
| Castle Rock Wealth Management, LLC | 1,002 | $242.0K | 0.12% | +151+17.7% | Added |
| HB Wealth Management, LLC | 1,033 | $241.0K | 0.00% | +82+8.6% | Added |
| V Wealth Advisors LLC | 1,029 | $240.0K | 0.05% | −100−8.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,000 | $240.0K | 0.24% | +1,000 | New |
| Lewis Capital Management, LLC | 1,027 | $239.0K | 0.34% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $239.0K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,025 | $239.0K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,025 | $239.0K | 0.18% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,025 | $238.0K | 0.06% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,022 | $238.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,022 | $238.0K | 0.11% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,325 | $238.0K | 0.12% | +1,325 | New |
| Callahan Advisors, LLC | 1,015 | $237.0K | 0.03% | 00.0% | Unchanged |
| Welch Group, LLC | 1,008 | $235.0K | 0.01% | −33−3.2% | Reduced |
| Greenfield Savings Bank | 1,009 | $235.0K | 0.16% | +1,009 | New |
| Carlson Capital Management | 1,006 | $234.0K | 0.02% | −175−14.8% | Reduced |
| Arvest Trust Co N A | 1,003 | $234.0K | 0.02% | +126+14.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,002 | $234.0K | 0.07% | +1,002 | New |
| NorthCrest Asset Manangement, LLC | 1,002 | $234.0K | 0.01% | +1,002 | New |
| 3D/L Capital Management, LLC | 1,001 | $233.0K | 0.07% | −121−10.8% | Reduced |
| German American Bancorp, Inc. | 1,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $233.0K | 0.02% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,000 | $233.0K | 0.13% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $233.0K | 0.13% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $233.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $233.0K | 0.07% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,002 | $233.0K | 0.02% | +1,002 | New |
| West Bancorporation Inc | 993 | $231.0K | 0.16% | −31−3.0% | Reduced |
| Gladstone Institutional Advisory LLC | 977 | $228.0K | 0.02% | −164−14.4% | Reduced |
| Perfromance Wealth Partners, LLC | 977 | $228.0K | 0.01% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 973 | $227.0K | 0.19% | +32+3.4% | Added |
| qPULA Trading Management LP | 959 | $224.0K | 0.83% | +959 | New |
| Doyle Wealth Management | 942 | $220.0K | 0.02% | −97−9.3% | Reduced |
| Seaport Global Advisors, LLC | 940 | $219.0K | 0.82% | −504−34.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 940 | $219.0K | 0.02% | +40+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 940 | $219.0K | 0.04% | +940 | New |
| Grove Bank & Trust | 937 | $218.0K | 0.05% | −855−47.7% | Reduced |
| Phoenix Holdings Ltd. | 899 | $217.0K | 0.00% | −188−17.3% | Reduced |
| Los Angeles Capital Management LLC | 926 | $216.0K | 0.00% | −36,220−97.5% | Reduced |
| Baxter Bros Inc | 925 | $216.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $216.0K | 0.07% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 923 | $215.0K | 0.06% | −52−5.3% | Reduced |