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 |
|---|---|---|---|---|---|
| Accuvest Global Advisors | 922 | $215.0K | 0.14% | +922 | New |
| Seneca Financial Advisors LLC | 921 | $214.7K | 0.14% | −54−5.5% | Reduced |
| Arkadios Wealth Advisors | 920 | $214.0K | 0.03% | −1−0.1% | Reduced |
| Modus Advisors, LLC | 918 | $214.0K | 0.11% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 913 | $213.0K | 0.05% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 900 | $210.0K | 0.14% | +900 | New |
| ProVise Management Group, LLC | 897 | $209.0K | 0.02% | −805−47.3% | Reduced |
| Purus Wealth Management, LLC | 896 | $209.0K | 0.19% | −186−17.2% | Reduced |
| Columbia Trust Co 01012016 | 895 | $209.0K | 0.11% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 891 | $208.0K | 0.19% | −222−19.9% | Reduced |
| Strategic Blueprint, LLC | 892 | $208.0K | 0.03% | −13−1.4% | Reduced |
| Round Table Services, LLC | 878 | $205.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 875 | $204.0K | 0.01% | −11−1.2% | Reduced |
| Diversified Trust Co | 873 | $204.0K | 0.01% | +873 | New |
| Freestone Capital Holdings, LLC | 869 | $203.0K | 0.01% | −723−45.4% | Reduced |
| Creative Financial Designs Inc | 861 | $201.0K | 0.03% | −14−1.6% | Reduced |
| Benin Management CORP | 860 | $200.0K | 0.08% | +860 | New |
| EverSource Wealth Advisors, LLC | 832 | $194.0K | 0.05% | +63+8.2% | Added |
| Fortis Advisors, LLC | 831 | $194.0K | 0.13% | +200+31.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 818 | $191.0K | 0.02% | −1,000−55.0% | Reduced |
| Quadrant Capital Group LLC | 813 | $189.0K | 0.03% | +111+15.8% | Added |
| Smithfield Trust Co | 736 | $173.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 739 | $172.0K | 0.01% | +739 | New |
| Proequities, Inc. | 734 | $171.0K | 0.01% | −16−2.1% | Reduced |
| Lindbrook Capital, LLC | 724 | $169.0K | 0.03% | +19+2.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 700 | $163.0K | 0.04% | +77+12.4% | Added |
| Baldwin Brothers Inc | 695 | $162.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 664 | $155.0K | 0.01% | +664 | New |
| Eagle Bay Advisors LLC | 653 | $152.2K | 0.09% | +643+6,430.0% | Added |
| Rosenberg Matthew Hamilton | 642 | $151.0K | 0.06% | +50+8.4% | Added |
| Cordasco Financial Network | 629 | $147.0K | 0.11% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 611 | $142.0K | 0.00% | +611 | New |
| Old Second National Bank of Aurora | 606 | $141.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $141.0K | 0.10% | +6+1.0% | Added |
| City State Bank | 589 | $137.0K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 567 | $132.1K | 0.05% | −100−15.0% | Reduced |
| Tobam | 535 | $125.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 531 | $124.0K | 0.01% | −183−25.6% | Reduced |
| Optimum Investment Advisors | 500 | $117.0K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $117.0K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 494 | $115.0K | 0.01% | +494 | New |
| Princeton Global Asset Management LLC | 485 | $113.0K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $112.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 480 | $112.0K | 0.00% | +480 | New |
| Tradition Wealth Management, LLC | 471 | $110.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 451 | $105.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 445 | $104.0K | 0.22% | −204−31.4% | Reduced |
| Money Concepts Capital Corp | 429 | $101.0K | 0.01% | −579−57.4% | Reduced |
| Key Financial Inc | 425 | $100.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 426 | $100.0K | 0.01% | +426 | New |
| Manchester Capital Management LLC | 411 | $96.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 410 | $96.0K | 0.02% | +10+2.5% | Added |
| Ronald Blue Trust, Inc. | 416 | $96.0K | 0.00% | +416 | New |
| Washington Trust Co | 405 | $95.0K | 0.00% | −2−0.5% | Reduced |
| Financial Perspectives, Inc | 400 | $93.2K | 0.05% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 400 | $93.0K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 390 | $91.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 378 | $88.1K | 0.09% | +20+5.6% | Added |
| Central Bank & Trust Co | 371 | $86.0K | 0.02% | −340−47.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 365 | $85.0K | 0.02% | +86+30.8% | Added |
| State of Wyoming | 355 | $83.0K | 0.05% | +201+130.5% | Added |
| Cutler Group LP | 346 | $80.0K | 0.01% | −650−65.3% | Reduced |
| TSFG, LLC | 343 | $80.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 341 | $79.0K | 0.03% | +274+409.0% | Added |
| Fieldpoint Private Securities, LLC | 327 | $76.0K | 0.02% | +149+83.7% | Added |
| Concord Wealth Partners | 320 | $75.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $74.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 319 | $74.0K | 0.02% | +1+0.3% | Added |
| James Investment Research Inc | 308 | $72.0K | 0.01% | +306+15,300.0% | Added |
| Hall Laurie J Trustee | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 300 | $70.0K | 0.01% | +300 | New |
| Farmers & Merchants Investments Inc | 288 | $67.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 280 | $65.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 251 | $58.0K | 0.01% | −655−72.3% | Reduced |
| Blume Capital Management, Inc. | 250 | $58.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| Insight Inv LLC | 250 | $58.0K | 0.06% | +250 | New |
| Brewin Dolphin Ltd | 230 | $54.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 230 | $54.0K | 0.00% | +80+53.3% | Added |
| Altshuler Shaham Ltd | 228 | $53.0K | 0.00% | −47−17.1% | Reduced |
| FourThought Financial, LLC | 228 | $53.0K | 0.01% | −32−12.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 221 | $52.0K | 0.02% | −4,119−94.9% | Reduced |
| Parkside Financial Bank & Trust | 215 | $51.0K | 0.02% | +6+2.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 214 | $50.0K | 0.03% | −65,114−99.7% | Reduced |
| Fairfield Financial Advisors, LTD | 214 | $50.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $47.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 192 | $44.7K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $44.0K | 0.02% | −100−34.5% | Reduced |
| Dividend Assets Capital, LLC | 188 | $44.0K | 0.01% | −17−8.3% | Reduced |
| Glen Eagle Advisors, LLC | 188 | $43.8K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 165 | $38.0K | 0.00% | −19−10.3% | Reduced |
| Truvestments Capital LLC | 163 | $38.0K | 0.02% | +163 | New |
| Exane Derivatives | 160 | $37.3K | 0.02% | −3−1.8% | Reduced |
| Johnson Financial Group, Inc. | 160 | $37.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 151 | $35.0K | 0.01% | −375−71.3% | Reduced |
| Leelyn Smith, LLC | 152 | $35.0K | 0.01% | −52−25.5% | Reduced |