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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2022: 1,219 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ2 2022: $30.3B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2022.

Institutions holding STZ in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tompkins Financial Corp150$35.0K0.01%00.0%Unchanged
Private Ocean, LLC147$34.0K0.01%00.0%Unchanged
Tacita Capital Inc145$34.0K0.02%00.0%Unchanged
Arlington Partners LLC140$33.0K0.01%+140New
Investors Research Corp124$32.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.135$31.0K0.01%00.0%Unchanged
Kozak & Associates, Inc.131$31.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc131$31.0K0.01%+131New
Hanson & Doremus Investment Management123$29.0K0.01%00.0%Unchanged
Glassman Wealth Services124$29.0K0.01%+12+10.7%Added
JNBA Financial Advisors117$27.0K0.00%−45−27.8%Reduced
Hallmark Capital Management Inc113$26.0K0.00%+113New
MCF Advisors LLC109$25.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC101$24.0K0.00%−38−27.3%Reduced
PSI Advisors, LLC102$24.0K0.01%−7−6.4%Reduced
Washington Trust Advisors, Inc.105$24.0K0.00%−3−2.8%Reduced
JFS Wealth Advisors, LLC104$24.0K0.00%+6+6.1%Added
Curi Capital103$24.0K0.00%+1+1.0%Added
Wagner Wealth Management, LLC103$24.0K0.02%+103New
Endurance Wealth Management, Inc.100$23.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$23.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC100$23.0K0.01%+100New
MV Capital Management, Inc.95$22.0K0.00%−1−1.0%Reduced
Covestor Ltd93$22.0K0.02%+1+1.1%Added
Financial Management Professionals, Inc.96$22.0K0.01%+17+21.5%Added
IMA Wealth, Inc.90$21.0K0.01%00.0%Unchanged
Hudock, Inc.89$20.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph86$20.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC84$20.0K0.01%+4+5.0%Added
Jones Financial Companies LLLP87$20.0K0.00%+87New
Capital Directions Investment Advisors, LLC80$19.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.80$19.0K0.00%+10+14.3%Added
Retirement Group, LLC80$19.0K0.01%+40+100.0%Added
Sutton Wealth Advisors Inc.81$18.9K0.01%+16+24.6%Added
Motco78$18.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC75$18.0K0.00%00.0%Unchanged
Steward Financial Group LLC78$18.0K0.01%+2+2.6%Added
Private Capital Group, LLC74$17.0K0.01%−109−59.6%Reduced
Earnest Partners LLC73$17.0K0.00%00.0%Unchanged
First Community Trust NA75$17.0K0.02%00.0%Unchanged
American Research & Management Co.75$17.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.75$17.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC75$17.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC75$17.0K0.00%00.0%Unchanged
Coston, McIsaac & Partners71$17.0K0.01%+71New
WR Wealth Planners, LLC72$16.7K0.01%+3+4.3%Added
Seldon Capital LP67$16.0K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.62$15.0K0.01%−25−28.7%Reduced
Brewin Dolphin Wealth Management Ltd65$15.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC63$14.7K0.00%00.0%Unchanged
Evermay Wealth Management LLC60$14.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.60$14.0K0.00%00.0%Unchanged
Core Alternative Capital58$14.0K0.00%+31+114.8%Added
Chilton Capital Management LLC60$14.0K0.00%+60New
SRS Capital Advisors, Inc.57$13.0K0.00%00.0%Unchanged
First Personal Financial Services54$13.0K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC50$12.0K0.01%−150−75.0%Reduced
Winch Advisory Services, LLC52$12.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc51$12.0K0.00%00.0%Unchanged
CVA Family Office, LLC50$12.0K0.00%00.0%Unchanged
RWM Asset Management, LLC51$12.0K0.00%+51New
Castle Wealth Management LLC52$12.0K0.01%+52New
Raffa Wealth Management, LLC50$11.7K0.01%00.0%Unchanged
Centerpoint Advisors, LLC44$10.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management45$10.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC44$10.0K0.01%+5+12.8%Added
Selective Wealth Management, Inc.42$10.0K0.00%+42New
Enterprise Trust & Investment Co41$10.0K0.00%+41New
Benjamin Edwards Inc40$9.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC38$9.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$9.00K0.01%00.0%Unchanged
Axim Planning & Wealth35$8.00K0.01%+35New
CarsonAllaria Wealth Management, Ltd.31$7.00K0.01%00.0%Unchanged
Cedar Wealth Management, LLC28$7.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.28$7.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC25$6.00K0.00%00.0%Unchanged
Pacifica Partners Inc.24$6.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC25$6.00K0.00%+25New
New Millennium Group LLC28$6.00K0.01%+28New
Clearview Wealth Advisors LLC23$5.00K0.00%00.0%Unchanged
Tevis Investment Management20$5.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC21$5.00K0.01%+21New
Sound Income Strategies, LLC18$4.00K0.00%−12−40.0%Reduced
American National Bank17$4.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC17$4.00K0.00%00.0%Unchanged
Lansing Street Advisors18$4.00K0.00%00.0%Unchanged
Schubert & Co18$4.00K0.00%+13+260.0%Added
Tortoise Investment Management, LLC18$4.00K0.00%+18New
Laffer Tengler Investments13$3.09K0.00%00.0%Unchanged
Ahrens Investment Partners LLC15$3.00K0.00%00.0%Unchanged
Independence Bank of Kentucky15$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC12$3.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC15$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.15$3.00K0.00%−1−6.3%Reduced
GW&K Investment Management, LLC12$3.00K0.00%+5+71.4%Added
Gradient Investments LLC14$3.00K0.00%+8+133.3%Added
Activest Wealth Management11$3.00K0.00%+11New
Newbridge Financial Services Group, Inc.7$2.00K0.00%−7−50.0%Reduced
Larson Financial Group LLC8$2.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.10$2.00K0.00%00.0%Unchanged