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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 4,742 | $1.10M | 0.01% | −330−6.5% | Reduced |
| Choate Investment Advisors | 4,734 | $1.10M | 0.07% | +70+1.5% | Added |
| Keybank National Association | 4,702 | $1.10M | 0.01% | −10.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,677 | $1.09M | 0.06% | +940+25.2% | Added |
| Wealth Alliance | 4,577 | $1.07M | 0.20% | +2,798+157.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,564 | $1.06M | 0.14% | +764+20.1% | Added |
| Transcend Wealth Collective, LLC | 4,562 | $1.06M | 0.11% | +93+2.1% | Added |
| Pictet & Cie (Europe) SA | 4,548 | $1.06M | 0.05% | −1,979−30.3% | Reduced |
| Stableford Capital II LLC | 4,312 | $1.05M | 0.49% | −5,688−56.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,506 | $1.05M | 0.23% | +3+0.1% | Added |
| Capital Management Associates | 4,500 | $1.05M | 1.54% | +2,500+125.0% | Added |
| Veritable, L.P. | 4,445 | $1.04M | 0.02% | +277+6.6% | Added |
| ICA Group Wealth Management, LLC | 4,107 | $1.03M | 0.19% | −14−0.3% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.02M | 1.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,375 | $1.02M | 0.46% | −50−1.1% | Reduced |
| Ballast, Inc. | 4,365 | $1.02M | 0.47% | −498−10.2% | Reduced |
| Spouting Rock Asset Management, LLC | 4,339 | $1.01M | 0.66% | +4,339 | New |
| Venture Visionary Partners LLC | 4,327 | $1.01M | 0.08% | +76+1.8% | Added |
| 17 Capital Partners, LLC | 4,299 | $1.00M | 1.27% | −22−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 4,286 | $998.0K | 0.01% | +2,298+115.6% | Added |
| Colony Group LLC | 4,271 | $995.0K | 0.02% | +39+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,215 | $984.0K | 0.01% | −292−6.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,201 | $979.0K | 0.09% | −410−8.9% | Reduced |
| Corient Capital Partners, LLC | 4,187 | $976.0K | 0.07% | −93−2.2% | Reduced |
| MidWestOne Financial Group, Inc. | 4,112 | $958.0K | 0.24% | −75−1.8% | Reduced |
| Metis Global Partners, LLC | 4,103 | $956.0K | 0.15% | +868+26.8% | Added |
| Great Valley Advisor Group, Inc. | 4,072 | $949.0K | 0.05% | +195+5.0% | Added |
| Meridian Financial Partners LLC | 3,852 | $945.0K | 0.64% | +49+1.3% | Added |
| CIBC Private Wealth Group, LLC | 4,003 | $933.0K | 0.00% | −886−18.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,975 | $926.0K | 0.05% | +293+8.0% | Added |
| ELCO Management Co., LLC | 3,943 | $919.0K | 0.75% | −161−3.9% | Reduced |
| Prentice Wealth Management LLC | 3,944 | $919.0K | 0.94% | +163+4.3% | Added |
| Atria Wealth Solutions, Inc. | 3,942 | $919.0K | 0.02% | +208+5.6% | Added |
| Teza Capital Management LLC | 3,931 | $916.0K | 0.35% | +3,931 | New |
| Delta Financial Advisors LLC | 3,886 | $906.0K | 0.45% | +10.0% | Added |
| LVW Advisors, LLC | 3,861 | $900.0K | 0.19% | −26−0.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,835 | $894.0K | 0.11% | +690+21.9% | Added |
| Vestcor Inc | 3,825 | $891.0K | 0.03% | +1,224+47.1% | Added |
| Koss-Olinger Consulting, LLC | 3,816 | $889.0K | 0.16% | −477−11.1% | Reduced |
| Piscataqua Savings Bank | 3,800 | $886.0K | 0.78% | −216−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,792 | $884.0K | 0.09% | −65−1.7% | Reduced |
| HC Financial Advisors Inc | 3,780 | $881.0K | 0.59% | +48+1.3% | Added |
| Eads & Heald Wealth Management | 3,773 | $879.0K | 0.47% | +485+14.8% | Added |
| Diamant Asset Management, Inc. | 3,725 | $868.0K | 0.78% | −620−14.3% | Reduced |
| Essex Financial Services, Inc. | 3,689 | $860.0K | 0.10% | +50+1.4% | Added |
| Penserra Capital Management LLC | 3,690 | $859.0K | 0.02% | +3,690 | New |
| Laraway Financial Inc | 3,620 | $843.0K | 0.90% | −210−5.5% | Reduced |
| Guardian Capital Advisors LP | 3,350 | $841.0K | 0.10% | +1,050+45.7% | Added |
| Brown Advisory Inc | 3,596 | $839.0K | 0.00% | +40+1.1% | Added |
| Parsons Capital Management Inc | 3,569 | $832.0K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 3,567 | $831.0K | 0.10% | +3+0.1% | Added |
| Meridian Investment Counsel Inc. | 3,565 | $831.0K | 0.34% | +145+4.2% | Added |
| DCM Advisors, LLC | 3,568 | $831.0K | 0.36% | +545+18.0% | Added |
| Raab & Moskowitz Asset Management LLC | 3,549 | $827.0K | 0.32% | +56+1.6% | Added |
| Pitcairn Co | 3,527 | $822.0K | 0.09% | +43+1.2% | Added |
| Wealth Advisors, Inc. | 3,500 | $816.0K | 0.40% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,468 | $808.0K | 0.04% | +165+5.0% | Added |
| Platform Technology Partners | 3,378 | $787.0K | 0.43% | −63−1.8% | Reduced |
| Forte Capital LLC | 3,373 | $786.0K | 0.14% | −35−1.0% | Reduced |
| Intrust Bank NA | 3,342 | $779.0K | 0.11% | +364+12.2% | Added |
| HMS Capital Management, LLC | 3,339 | $778.0K | 0.45% | +1,203+56.3% | Added |
| Exchange Capital Management, Inc. | 3,322 | $774.0K | 0.17% | −5−0.2% | Reduced |
| Waterfront Wealth Inc. | 3,308 | $771.0K | 0.31% | +1,052+46.6% | Added |
| Atlas Brown,Inc. | 3,306 | $770.0K | 0.36% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,300 | $769.0K | 0.93% | – | – |
| Mirador Capital Partners LP | 3,299 | $769.0K | 0.18% | −80−2.4% | Reduced |
| Argent Trust Co | 3,296 | $768.0K | 0.05% | +37+1.1% | Added |
| Boston Private Wealth LLC | 3,288 | $766.0K | 0.01% | +246+8.1% | Added |
| Gateway Investment Advisers LLC | 3,256 | $759.0K | 0.01% | −19−0.6% | Reduced |
| Oak Ridge Investments LLC | 3,247 | $757.0K | 0.11% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,190 | $743.0K | 0.13% | +205+6.9% | Added |
| Prudential PLC | 3,171 | $739.0K | 0.01% | +112+3.7% | Added |
| Chemung Canal Trust Co | 3,154 | $735.0K | 0.17% | +74+2.4% | Added |
| TLWM | 3,147 | $732.0K | 0.28% | −62−1.9% | Reduced |
| Perigon Wealth Management, LLC | 3,095 | $721.0K | 0.06% | +249+8.7% | Added |
| Archford Capital Strategies, LLC | 3,085 | $719.0K | 0.18% | −307−9.1% | Reduced |
| Occudo Quantitative Strategies LP | 3,072 | $716.0K | 0.06% | +3,072 | New |
| Park Avenue Securities LLC | 3,067 | $715.0K | 0.01% | −631−17.1% | Reduced |
| Old Port Advisors | 3,015 | $714.0K | 0.28% | −88−2.8% | Reduced |
| Planning Directions Inc | 3,061 | $713.0K | 0.55% | −15−0.5% | Reduced |
| Intact Investment Management Inc. | 3,000 | $699.0K | 0.02% | −800−21.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $699.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,988 | $696.0K | 0.14% | +171+6.1% | Added |
| Bragg Financial Advisors, Inc | 2,954 | $688.0K | 0.05% | −124−4.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,935 | $684.0K | 0.03% | +320+12.2% | Added |
| Ieq Capital, LLC | 2,915 | $679.0K | 0.02% | −59−2.0% | Reduced |
| Tranquility Partners, LLC | 2,909 | $678.0K | 0.35% | −21−0.7% | Reduced |
| Copperwynd Financial, LLC | 2,902 | $676.0K | 0.40% | −20−0.7% | Reduced |
| Man Group plc | – | $673.0K | 0.00% | – | – |
| Glenmede Trust Co NA | 2,878 | $669.0K | 0.00% | −20−0.7% | Reduced |
| First Horizon Advisors, Inc. | 2,871 | $668.0K | 0.02% | +472+19.7% | Added |
| EP Wealth Advisors, LLC | 2,856 | $666.0K | 0.01% | +1,989+229.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,851 | $664.0K | 0.39% | +1,351+90.1% | Added |
| Empirical Finance, LLC | 2,815 | $656.0K | 0.08% | +179+6.8% | Added |
| Meeder Asset Management Inc | 2,797 | $652.0K | 0.04% | +206+8.0% | Added |
| CWM, LLC | 2,765 | $644.0K | 0.00% | +411+17.5% | Added |
| HighPoint Advisor Group LLC | 2,678 | $641.0K | 0.07% | +2,678 | New |
| Altrafin AG | 2,750 | $640.9K | 0.35% | −1,250−31.3% | Reduced |
| Tiaa, FSB | 2,744 | $640.0K | 0.00% | −27,872−91.0% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $640.0K | 0.03% | −200−6.8% | Reduced |