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 |
|---|---|---|---|---|---|
| Marion Wealth Management | 2,739 | $638.0K | 0.33% | −8−0.3% | Reduced |
| Hillman Capital Management, Inc. | 2,680 | $625.0K | 0.23% | +100+3.9% | Added |
| Lincoln National Corp | 2,681 | $624.0K | 0.01% | +109+4.2% | Added |
| Anchor Investment Management, LLC | 2,672 | $622.7K | 0.09% | −150−5.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 2,662 | $620.0K | 0.05% | +925+53.3% | Added |
| Heartland Bank & Trust Co | 2,649 | $617.0K | 0.55% | −43−1.6% | Reduced |
| Wealthfront Advisers LLC | 2,646 | $617.0K | 0.00% | +686+35.0% | Added |
| Cetera Advisors LLC | 2,637 | $615.0K | 0.01% | −26−1.0% | Reduced |
| Boston Family Office LLC | 2,631 | $613.0K | 0.05% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 2,626 | $608.0K | 0.02% | −6,710−71.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,583 | $602.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,936 | $601.0K | 0.01% | +1,007+52.2% | Added |
| Wedbush Securities Inc | 2,569 | $599.0K | 0.03% | −20−0.8% | Reduced |
| Spinnaker Trust | 2,568 | $598.0K | 0.05% | −12,638−83.1% | Reduced |
| Aries Wealth Management | 2,559 | $596.0K | 0.27% | +2,559 | New |
| Roanoke Asset Management Corp | 2,550 | $594.0K | 0.27% | 00.0% | Unchanged |
| Balentine LLC | 2,521 | $588.0K | 0.02% | +900+55.5% | Added |
| ASB Consultores, LLC | 2,516 | $586.0K | 0.26% | −1,035−29.1% | Reduced |
| WBH Advisory Inc | 2,412 | $582.0K | 0.08% | 00.0% | Unchanged |
| Tufton Capital Management | 2,463 | $574.0K | 0.11% | +83+3.5% | Added |
| Cozad Asset Management Inc | 2,421 | $564.0K | 0.09% | −45−1.8% | Reduced |
| International Assets Investment Management, LLC | 2,404 | $560.0K | 0.11% | −3−0.1% | Reduced |
| Arnhold LLC | 2,400 | $559.0K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,388 | $557.0K | 0.02% | +1,481+163.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,386 | $556.0K | 0.01% | +70+3.0% | Added |
| Stratos Wealth Advisors, LLC | 2,381 | $555.0K | 0.05% | −532−18.3% | Reduced |
| Csenge Advisory Group | 2,381 | $555.0K | 0.05% | +682+40.1% | Added |
| Thoroughbred Financial Services, LLC | 2,366 | $551.0K | 0.10% | +30+1.3% | Added |
| Little House Capital LLC | 2,362 | $551.0K | 0.30% | +463+24.4% | Added |
| Athena Investment Management | 2,362 | $550.0K | 0.43% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,355 | $548.9K | 0.01% | −182−7.2% | Reduced |
| Wilkinson Global Asset Management LLC | 2,350 | $548.0K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,328 | $543.0K | 0.02% | +42+1.8% | Added |
| Chicago Trust Co NA | 2,328 | $543.0K | 0.14% | +88+3.9% | Added |
| Aureus Asset Management, LLC | 2,328 | $542.0K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 2,315 | $540.0K | 0.03% | +4+0.2% | Added |
| Stevens Capital Management LP | 2,316 | $540.0K | 0.38% | +343+17.4% | Added |
| Retirement Planning Co of New England, Inc. | 2,315 | $539.0K | 0.37% | −117−4.8% | Reduced |
| Tributary Capital Management, LLC | 2,300 | $536.0K | 0.05% | −100−4.2% | Reduced |
| Community Bank, N.A. | 2,300 | $536.0K | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 2,296 | $535.0K | 0.01% | +106+4.8% | Added |
| 44 Wealth Management LLC | 2,283 | $532.0K | 0.21% | −36−1.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,270 | $529.0K | 0.14% | −5−0.2% | Reduced |
| Credential Qtrade Securities Inc. | 2,238 | $521.6K | 0.04% | +153+7.3% | Added |
| Confluence Wealth Services, Inc. | 2,159 | $517.0K | 0.23% | +402+22.9% | Added |
| Cim Investment Mangement Inc | 2,214 | $516.0K | 0.21% | −12−0.5% | Reduced |
| First National Advisers, LLC | 2,208 | $515.0K | 1.07% | +2,208 | New |
| Brandywine Oak Private Wealth LLC | 2,208 | $514.0K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,200 | $513.0K | 0.00% | −17−0.8% | Reduced |
| Monetta Financial Services Inc | 2,200 | $513.0K | 0.54% | +2,200 | New |
| WealthTrust Axiom LLC | 2,200 | $512.0K | 0.18% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,176 | $507.0K | 0.05% | −883−28.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,175 | $507.0K | 0.70% | +67+3.2% | Added |
| Echo Street Capital Management LLC | 2,176 | $507.0K | 0.00% | +2,176 | New |
| Element Capital Management LLC | 2,165 | $505.0K | 0.25% | +722+50.0% | Added |
| Lokken Investment Group LLC | 2,162 | $504.0K | 0.41% | +10.0% | Added |
| B. Riley Wealth Management, Inc. | 2,158 | $503.0K | 0.05% | −2,924−57.5% | Reduced |
| Koshinski Asset Management, Inc. | 2,157 | $503.0K | 0.05% | −17−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,147 | $500.0K | 0.04% | +329+18.1% | Added |
| Benchmark Investment Advisors LLC | 2,143 | $499.0K | 0.52% | −603−22.0% | Reduced |
| Cooper/Haims Advisors, LLC | 2,131 | $497.0K | 0.33% | −50−2.3% | Reduced |
| Frontier Wealth Management LLC | 2,119 | $494.0K | 0.04% | +10.0% | Added |
| Ballentine Partners, LLC | 2,116 | $493.0K | 0.02% | −17−0.8% | Reduced |
| Legacy Bridge, LLC | 2,105 | $491.0K | 0.36% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,994 | $491.0K | 0.05% | +280+16.3% | Added |
| Allred Capital Management, LLC | 2,104 | $490.0K | 0.31% | −151−6.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $489.0K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,094 | $488.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,086 | $486.0K | 0.04% | +479+29.8% | Added |
| Tempus Wealth Planning, LLC | 2,075 | $484.0K | 0.40% | −196−8.6% | Reduced |
| Wetherby Asset Management Inc | 2,076 | $484.0K | 0.03% | +141+7.3% | Added |
| Navalign, LLC | 2,069 | $482.0K | 0.21% | −152−6.8% | Reduced |
| Patten Group, Inc. | 1,993 | $482.0K | 0.15% | +94+4.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,058 | $480.0K | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,058 | $480.0K | 0.13% | +610+42.1% | Added |
| Quantamental Technologies LLC | 2,061 | $480.0K | 0.22% | +955+86.3% | Added |
| Clearstead Advisors, LLC | 2,047 | $477.0K | 0.04% | +29+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 2,048 | $477.0K | 0.16% | +103+5.3% | Added |
| Wealth Advisors of Iowa, LLC | 2,062 | $477.0K | 0.12% | +1,031+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,042 | $476.0K | 0.12% | +1,096+115.9% | Added |
| Keebeck Wealth Management, LLC | 2,040 | $475.0K | 0.09% | −20−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,037 | $474.0K | 0.02% | −116−5.4% | Reduced |
| Independent Financial Group, LLC | 2,033 | $474.0K | 0.05% | +43+2.2% | Added |
| Cigna Investments Inc | 2,032 | $473.0K | 0.09% | −800−28.2% | Reduced |
| MONECO Advisors, LLC | 2,023 | $472.0K | 0.18% | −24−1.2% | Reduced |
| Financial Advocates Investment Management | 2,023 | $472.0K | 0.04% | −19−0.9% | Reduced |
| Advisor Resource Council | 2,021 | $472.0K | 0.04% | +2,021 | New |
| Spinnaker Investment Group, LLC | 2,003 | $467.0K | 0.19% | +2+0.1% | Added |
| Harbour Investments, Inc. | 2,006 | $467.0K | 0.03% | +2,006 | New |
| Wall Street Access Asset Management, LLC | 1,998 | $465.0K | 0.24% | +1,998 | New |
| Blueshift Asset Management, LLC | 1,990 | $464.0K | 0.08% | +1,990 | New |
| Brown, Lisle/Cummings, Inc. | 1,970 | $459.1K | 0.25% | +200+11.3% | Added |
| RDA Financial Network | 1,964 | $458.0K | 0.23% | +87+4.6% | Added |
| IHT Wealth Management, LLC | 1,949 | $454.0K | 0.04% | −76−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,943 | $453.0K | 0.07% | +18+0.9% | Added |
| Silverlake Wealth Management LLC | 1,942 | $452.6K | 0.30% | −125−6.0% | Reduced |
| Menard Financial Group LLC | 1,937 | $451.0K | 0.74% | −199−9.3% | Reduced |
| Nvest Financial, LLC | 1,933 | $451.0K | 0.47% | −43−2.2% | Reduced |
| Armbruster Capital Management, Inc. | 1,934 | $451.0K | 0.12% | +60+3.2% | Added |
| Westover Capital Advisors, LLC | 1,923 | $448.0K | 0.17% | 00.0% | Unchanged |