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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 1,915 | $446.0K | 0.10% | +1,915 | New |
| Charter Research & Investment Group, Inc. | 1,905 | $444.0K | 0.40% | +195+11.4% | Added |
| GSB Wealth Management, LLC | 1,899 | $443.0K | 0.15% | −199−9.5% | Reduced |
| Haverford Trust Co | 1,901 | $443.0K | 0.01% | +947+99.3% | Added |
| Jaffetilchin Investment Partners, LLC | 1,891 | $441.0K | 0.05% | −82−4.2% | Reduced |
| Mayflower Financial Advisors, LLC | 1,868 | $435.0K | 0.07% | −23−1.2% | Reduced |
| Collective Family Office LLC | 1,861 | $434.0K | 0.19% | −106−5.4% | Reduced |
| Acadian Asset Management LLC | 1,864 | $434.0K | 0.00% | +1,227+192.6% | Added |
| Johnson Investment Counsel Inc | 1,854 | $432.0K | 0.01% | +97+5.5% | Added |
| Prime Capital Investment Advisors, LLC | 1,848 | $431.0K | 0.03% | −843−31.3% | Reduced |
| E&G Advisors, LP | 1,850 | $431.0K | 0.15% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 1,847 | $430.0K | 0.01% | +1,847 | New |
| Badgley Phelps Wealth Managers, LLC | 1,842 | $429.0K | 0.02% | −552−23.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,839 | $429.0K | 0.01% | +299+19.4% | Added |
| Burns Matteson Capital Management, LLC | 1,840 | $428.8K | 0.30% | +98+5.6% | Added |
| Beaumont Financial Partners, LLC | 1,838 | $428.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,832 | $427.0K | 0.26% | +3+0.2% | Added |
| Curbstone Financial Management Corp | 1,814 | $423.0K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,807 | $421.0K | 0.02% | +271+17.6% | Added |
| United Bank | 1,800 | $420.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,803 | $420.0K | 0.07% | +125+7.4% | Added |
| CNB Bank | 1,765 | $412.0K | 0.27% | −107−5.7% | Reduced |
| Avantax Planning Partners, Inc. | 1,765 | $411.0K | 0.02% | +113+6.8% | Added |
| Bridgefront Capital, LLC | 1,753 | $409.0K | 0.45% | +1,753 | New |
| Gilman Hill Asset Management, LLC | 1,745 | $407.0K | 0.09% | −100−5.4% | Reduced |
| Prudent Man Advisors, LLC | 1,743 | $406.0K | 0.19% | −21−1.2% | Reduced |
| Lake Street Financial LLC | 1,740 | $406.0K | 0.09% | 00.0% | Unchanged |
| GenTrust, LLC | 1,730 | $403.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,725 | $402.0K | 0.02% | −135−7.3% | Reduced |
| Berger Financial Group, Inc | 1,725 | $402.0K | 0.06% | −54−3.0% | Reduced |
| Profund Advisors LLC | 1,721 | $401.0K | 0.03% | −594−25.7% | Reduced |
| Studio Investment Management LLC | 1,691 | $394.0K | 0.14% | +55+3.4% | Added |
| Highlander Capital Management, LLC | 1,600 | $393.0K | 0.21% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,674 | $390.0K | 0.00% | −1,367−45.0% | Reduced |
| Tiemann Investment Advisors, LLC | 1,669 | $389.0K | 0.21% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,668 | $388.7K | 0.07% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,664 | $388.0K | 0.16% | +10+0.6% | Added |
| Nikulski Financial, Inc. | 1,655 | $386.0K | 0.19% | 00.0% | Unchanged |
| Regions Financial Corp | 1,654 | $386.0K | 0.00% | +28+1.7% | Added |
| United Capital Financial Advisers, LLC | 1,654 | $385.0K | 0.00% | +102+6.6% | Added |
| Personal Cfo Solutions, LLC | 1,647 | $384.0K | 0.09% | +157+10.5% | Added |
| Fund Management at Engine No. 1 LLC | 1,644 | $383.0K | 0.10% | +254+18.3% | Added |
| M Holdings Securities, Inc. | 1,633 | $381.0K | 0.04% | −299−15.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,633 | $381.0K | 0.35% | +2+0.1% | Added |
| Mutual Advisors, LLC | 1,621 | $378.0K | 0.03% | +221+15.8% | Added |
| Inscription Capital, LLC | 1,610 | $375.0K | 0.07% | +720+80.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,601 | $373.0K | 0.02% | −790−33.0% | Reduced |
| Lee Financial Co | 1,602 | $373.0K | 0.07% | +2+0.1% | Added |
| Silver Oak Securities, Inc | 1,535 | $372.0K | 0.08% | +11+0.7% | Added |
| Focus Financial Network, Inc. | 1,581 | $368.4K | 0.03% | −105−6.2% | Reduced |
| Kovack Advisors, Inc. | 1,577 | $368.0K | 0.05% | −449−22.2% | Reduced |
| Orion Portfolio Solutions, LLC | 1,564 | $365.0K | 0.01% | −32−2.0% | Reduced |
| Prospera Financial Services Inc | 1,563 | $364.0K | 0.02% | −4,407−73.8% | Reduced |
| CAPROCK Group, Inc. | 1,559 | $363.0K | 0.04% | −252−13.9% | Reduced |
| Clare Market Investments LLC | 1,554 | $362.2K | 0.16% | +5+0.3% | Added |
| Charter Trust Co | 1,552 | $362.0K | 0.03% | +1,552 | New |
| Morningstar Investment Services LLC | 1,475 | $361.0K | 0.00% | +105+7.7% | Added |
| Pitti Group Wealth Management, LLC | 1,543 | $360.0K | 0.49% | −30−1.9% | Reduced |
| XML Financial, LLC | 1,546 | $360.0K | 0.08% | +75+5.1% | Added |
| Neo Ivy Capital Management | 1,548 | $360.0K | 0.96% | +1,548 | New |
| Probity Advisors, Inc. | 1,534 | $358.0K | 0.08% | −44−2.8% | Reduced |
| Nova R Wealth, Inc. | 1,527 | $356.0K | 0.29% | +5+0.3% | Added |
| Chiron Investment Management, LLC | 1,525 | $355.0K | 0.06% | +1,525 | New |
| King Luther Capital Management Corp | 1,519 | $354.0K | 0.00% | +8+0.5% | Added |
| RiverGlades Family Offices LLC | 1,500 | $350.0K | 0.32% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,500 | $350.0K | 0.32% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,496 | $349.0K | 0.03% | +24+1.6% | Added |
| Apollon Wealth Management, LLC | 1,497 | $349.0K | 0.03% | +140+10.3% | Added |
| Cidel Asset Management Inc | 1,495 | $348.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,491 | $347.0K | 0.04% | +65+4.6% | Added |
| J.W. Cole Advisors, Inc. | 1,479 | $345.0K | 0.03% | +149+11.2% | Added |
| Waldron Private Wealth LLC | 1,472 | $343.0K | 0.02% | −26−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,461 | $341.0K | 0.01% | −1,688−53.6% | Reduced |
| Alesco Advisors LLC | 1,461 | $340.0K | 0.01% | −65−4.3% | Reduced |
| Cookson Peirce & Co Inc | 1,452 | $338.0K | 0.02% | +1,452 | New |
| Riverview Trust Co | 1,435 | $334.0K | 0.29% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,415 | $330.0K | 0.02% | −21−1.5% | Reduced |
| AdvisorNet Financial, Inc | 1,418 | $330.0K | 0.03% | +756+114.2% | Added |
| Retirement Guys Formula LLC | 1,383 | $322.0K | 0.33% | +404+41.3% | Added |
| Tectonic Advisors LLC | 1,371 | $320.0K | 0.06% | +97+7.6% | Added |
| Symmetry Partners, LLC | 1,370 | $319.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,359 | $317.0K | 0.13% | +1,359 | New |
| Horizon Investments, LLC | 1,362 | $316.0K | 0.01% | −101−6.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,356 | $316.0K | 0.07% | −1−0.1% | Reduced |
| FDx Advisors, Inc. | 1,352 | $315.0K | 0.01% | −1,440−51.6% | Reduced |
| XTX Topco Ltd | 1,353 | $315.0K | 0.13% | +1,353 | New |
| Financial Advisory Corp | 1,338 | $312.0K | 0.21% | −1,158−46.4% | Reduced |
| Sawtooth Solutions, LLC | 1,337 | $312.0K | 0.04% | +328+32.5% | Added |
| Alhambra Investment Partners LLC | 1,335 | $311.0K | 0.23% | 00.0% | Unchanged |
| PFG Advisors | 1,333 | $311.0K | 0.04% | +1,333 | New |
| First Affirmative Financial Network | 1,058 | $310.0K | 0.35% | −210−16.6% | Reduced |
| Weik Capital Management | 1,320 | $308.0K | 0.14% | −35−2.6% | Reduced |
| Pendal Group Limited | 1,315 | $306.0K | 0.00% | −5,654−81.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,314 | $306.0K | 0.02% | −100−7.1% | Reduced |
| Summit Trail Advisors, LLC | 1,306 | $304.0K | 0.02% | +1,306 | New |
| Clarius Group, LLC | 1,301 | $303.0K | 0.03% | +36+2.8% | Added |
| Bluestein R H & Co | 1,300 | $303.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,291 | $300.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,284 | $299.0K | 0.04% | +397+44.8% | Added |
| Ausdal Financial Partners, Inc. | 1,277 | $298.0K | 0.04% | −538−29.6% | Reduced |