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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 7,598 | $1.77M | 0.78% | +1,206+18.9% | Added |
| Quantbot Technologies LP | 7,575 | $1.76M | 0.16% | +7,575 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.76M | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 7,485 | $1.74M | 0.54% | −281−3.6% | Reduced |
| FineMark National Bank & Trust | 7,484 | $1.74M | 0.08% | −150−2.0% | Reduced |
| Audent Global Asset Management, LLC | 7,474 | $1.74M | 1.57% | −1,820−19.6% | Reduced |
| Citizens National Bank Trust Department | 7,465 | $1.74M | 0.50% | −240−3.1% | Reduced |
| Hoertkorn Richard Charles | 7,300 | $1.70M | 0.94% | −100−1.4% | Reduced |
| Condor Capital Management | 7,274 | $1.70M | 0.22% | +27+0.4% | Added |
| We Are One Seven, LLC | 7,229 | $1.69M | 0.23% | +241+3.4% | Added |
| Great Lakes Advisors, LLC | 7,188 | $1.68M | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 7,168 | $1.67M | 0.21% | +64+0.9% | Added |
| Cross Staff Investments Inc | 7,095 | $1.65M | 1.82% | 00.0% | Unchanged |
| Umb Bank N A | 7,057 | $1.64M | 0.03% | +10.0% | Added |
| Wambolt & Associates, LLC | 7,034 | $1.64M | 0.66% | −49−0.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,003 | $1.63M | 0.17% | −1,447−17.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,988 | $1.63M | 0.04% | +2,827+67.9% | Added |
| Marco Investment Management LLC | 6,971 | $1.63M | 0.19% | +316+4.7% | Added |
| Regentatlantic Capital LLC | 6,956 | $1.62M | 0.05% | +113+1.7% | Added |
| LaFleur & Godfrey LLC | 6,924 | $1.61M | 0.26% | −335−4.6% | Reduced |
| Soros Capital Management LLC | 6,905 | $1.61M | 0.92% | −1,600−18.8% | Reduced |
| Sigma Planning Corp | 6,873 | $1.60M | 0.06% | +142+2.1% | Added |
| TriaGen Wealth Management LLC | 6,868 | $1.60M | 1.14% | −84−1.2% | Reduced |
| Itau Unibanco Holding S.A. | 6,839 | $1.59M | 0.06% | +6,839 | New |
| Williams Jones Wealth Management, LLC. | 6,808 | $1.59M | 0.03% | +5,747+541.7% | Added |
| Oppenheimer & Co Inc | 6,732 | $1.57M | 0.03% | −402−5.6% | Reduced |
| JustInvest LLC | 6,670 | $1.55M | 0.07% | +1,455+27.9% | Added |
| Zevenbergen Capital Investments LLC | 6,630 | $1.54M | 0.07% | +20+0.3% | Added |
| Guardian Capital LP | 6,625 | $1.54M | 0.05% | −630−8.7% | Reduced |
| Pinnacle Financial Partners Inc | 6,541 | $1.52M | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,511 | $1.52M | 0.06% | +269+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,505 | $1.52M | 0.03% | −32−0.5% | Reduced |
| Crestline Management, LP | 6,500 | $1.51M | 0.20% | +6,500 | New |
| Aevitas Wealth Management, Inc. | 6,461 | $1.51M | 1.02% | +9+0.1% | Added |
| SWS Partners | 6,402 | $1.49M | 1.26% | +15+0.2% | Added |
| Bank Hapoalim BM | 6,390 | $1.49M | 0.19% | +430+7.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,386 | $1.49M | 0.17% | +4,417+224.3% | Added |
| First Hawaiian Bank | 6,355 | $1.48M | 0.05% | +217+3.5% | Added |
| Altman Advisors, Inc. | 6,045 | $1.48M | 0.84% | −17−0.3% | Reduced |
| Lee Danner & Bass Inc | 6,311 | $1.47M | 0.15% | +345+5.8% | Added |
| Magnetar Financial LLC | 6,258 | $1.46M | 0.02% | +6,258 | New |
| Pathstone Family Office, LLC | 6,180 | $1.44M | 0.03% | +345+5.9% | Added |
| Burns J W & Co Inc | 6,163 | $1.44M | 0.27% | −779−11.2% | Reduced |
| Bryn Mawr Trust Co | 6,100 | $1.42M | 0.07% | −638−9.5% | Reduced |
| Terra Nova Asset Management LLC | 6,005 | $1.40M | 1.56% | −67−1.1% | Reduced |
| 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 |
| MAI Capital Management | 5,972 | $1.39M | 0.03% | +894+17.6% | Added |
| McDonald Partners LLC | 5,950 | $1.39M | 0.35% | −87−1.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,917 | $1.38M | 0.02% | +1,680+39.7% | Added |
| APG Asset Management N.V. | 6,164 | $1.37M | 0.00% | −1,500−19.6% | Reduced |
| Ethic Inc. | 5,887 | $1.37M | 0.10% | −2,151−26.8% | Reduced |
| Benedict Financial Advisors Inc | 5,807 | $1.35M | 0.40% | +32+0.6% | Added |
| Engineers Gate Manager LP | 5,724 | $1.33M | 0.05% | +4,008+233.6% | Added |
| Simplex Trading, LLC | 5,708 | $1.33M | 0.04% | +5,708 | New |
| Independent Advisor Alliance | 5,698 | $1.33M | 0.07% | +3,434+151.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,677 | $1.32M | 0.59% | +95+1.7% | Added |
| Aberdeen Wealth Management LLC | 5,655 | $1.32M | 1.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,607 | $1.31M | 0.14% | −243−4.2% | Reduced |
| Raymond James Trust N.A. | 5,603 | $1.31M | 0.05% | −163−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,561 | $1.30M | 0.12% | +710+14.6% | Added |
| Trust Investment Advisors | 5,541 | $1.29M | 1.24% | −73−1.3% | Reduced |
| Group One Trading, L.P. | 5,491 | $1.28M | 0.04% | +784+16.7% | Added |
| Brinker Capital Investments, LLC | 5,435 | $1.27M | 0.02% | −45−0.8% | Reduced |
| Arrow Financial Corp | 5,427 | $1.26M | 0.17% | −355−6.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,415 | $1.26M | 0.28% | +445+9.0% | Added |
| Crossmark Global Holdings, Inc. | 5,411 | $1.26M | 0.03% | +380+7.6% | Added |
| Lipe & Dalton | 5,405 | $1.26M | 0.74% | +25+0.5% | Added |
| Advisor Partners LLC | 5,387 | $1.26M | 0.09% | +112+2.1% | Added |
| Ancora Advisors, LLC | 5,370 | $1.25M | 0.04% | +54+1.0% | Added |
| Peak Financial Advisors LLC | 5,312 | $1.24M | 1.23% | −33−0.6% | Reduced |
| 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 |
| Jacobi Capital Management LLC | 5,247 | $1.22M | 0.16% | +42+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,242 | $1.22M | 0.01% | −1,198−18.6% | Reduced |
| Comerica Securities,inc. | 5,235 | $1.22M | 0.09% | −50−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,205 | $1.21M | 0.07% | −16−0.3% | Reduced |
| Neumann Capital Management, LLC | 5,107 | $1.19M | 0.60% | 00.0% | Unchanged |
| 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 |
| Evergreen Wealth Solutions, LLC | 5,043 | $1.18M | 1.44% | +167+3.4% | 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 |
| TBH Global Asset Management, LLC | 5,019 | $1.17M | 0.28% | +28+0.6% | Added |
| 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 |
| Spire Wealth Management | 4,987 | $1.16M | 0.05% | −3,454−40.9% | Reduced |
| Western Wealth Management, LLC | 4,847 | $1.16M | 0.07% | +229+5.0% | Added |
| Caldwell Trust Co | 4,942 | $1.15M | 0.16% | −92−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,935 | $1.15M | 0.05% | −2,425−32.9% | Reduced |
| Byrne Asset Management LLC | 4,924 | $1.15M | 0.85% | −84−1.7% | Reduced |
| Dana Investment Advisors, Inc. | 4,910 | $1.14M | 0.06% | +189+4.0% | Added |
| 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 |
| Executive Wealth Management, LLC | 4,854 | $1.13M | 0.15% | −519−9.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,798 | $1.13M | 0.83% | +166+3.6% | Added |
| Moneta Group Investment Advisors LLC | 4,780 | $1.11M | 0.04% | +443+10.2% | Added |
| 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 |
| Barden Capital Management, Inc. | 4,742 | $1.11M | 1.20% | −55−1.1% | Reduced |