Skip to main content
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.

Q3 2022 vs. Q2 2022

How the institutions holding Constellation Brands, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of STZ: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,219171,216+14
Shares130.0M38.0K132.6M+2.68M (+2.1%)
Value$30.3B$9.09M$30.5B+$166.6M (+0.5%)

17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Constellation Brands, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to STZ in Q3 2022
InstitutionSharesValue% of portfolio
Bain Capital Public Equity Management II, LLC454,047$104.3M5.79%
Susquehanna Fundamental Investments, LLC75,594$17.4M0.30%
Avalon Investment & Advisory69,200$15.9M0.49%
Weiss Multi-Strategy Advisers LLC62,316$14.3M0.39%
PGGM Investments61,344$14.1M0.25%
Teachers Retirement System of the State of Kentucky58,434$13.4M0.16%
FIL Ltd49,631$11.4M0.01%
Bokf, NA45,059$10.3M0.21%
WealthPlan Investment Management, LLC38,619$9.53M0.70%
Cinctive Capital Management LP36,264$8.33M0.38%
Virginia Retirement Systems Et Al33,300$7.65M0.09%
Landscape Capital Management, L.L.C.33,072$7.60M0.99%
Jump Financial, LLC25,521$5.86M0.23%
Camden National Bank19,096$4.39M0.98%
Czech National Bank18,516$4.25M0.12%
Sona Asset Management (US) LLC16,900$3.88M2.30%
Oak Asset Management, LLC16,494$3.79M1.84%
Catalyst Capital Advisors LLC15,500$3.56M0.13%
Hudson Bay Capital Management LP14,700$3.38M0.04%
HBK Sorce Advisory LLC12,937$2.97M0.20%
Walleye Trading LLC12,824$2.94M0.10%
Philadelphia Trust Co7,627$1.75M0.20%
Sante Capital Fund, LP6,332$1.45M2.97%
Redwood Investment Management, LLC5,489$1.26M0.27%
Advisor Partners II, LLC5,370$1.23M0.09%
Peterson Financial Group, Inc.4,854$1.11M1.08%
Rafferty Asset Management, LLC4,493$1.03M0.01%
CenterStar Asset Management, LLC–$968.0K1.70%
Unigestion Holding SA3,975$929.0K0.05%
Cumberland Partners Ltd4,035$927.0K0.10%
Caisse de Depot Et Placement du Quebec3,527$810.0K0.00%
Fox Run Management, L.L.C.2,551$586.0K0.23%
Exchange Traded Concepts, LLC2,530$581.0K0.02%
Wipfli Financial Advisors LLC,2,338$537.0K0.04%
Knowledge Leaders Capital, LLC1,948$447.0K0.57%
Bayesian Capital Management, LP1,927$443.0K0.09%
Okabena Investment Services Inc1,770$407.0K0.20%
Epic Trust Investment Advisors, LLC1,759$404.0K0.56%
DFPG Investments, LLC1,555$350.0K0.15%
Prelude Capital Management, LLC1,437$330.0K0.02%
Harel Insurance Investments & Financial Services Ltd.1,400$327.0K0.01%
Edgestream Partners, L.P.1,380$317.0K0.02%
Maven Securities LTD1,360$312.0K0.01%
Tru Independence Asset Management 2, LLC1,279$294.0K0.31%
Buckingham Strategic Wealth, LLC1,194$274.0K0.01%
Investment Partners, Ltd.1,179$271.0K0.08%
Ritholtz Wealth Management1,147$263.0K0.01%
Private Portfolio Partners LLC1,136$261.1K0.07%
Hartford Funds Management Co LLC1,123$258.0K0.03%
Wedmont Private Capital1,087$250.0K0.05%
Balboa Wealth Partners1,063$244.0K0.11%
AlphaCore Capital LLC1,040$239.0K0.11%
Cornerstone Advisory, LLC1,038$238.0K0.05%
Gsa Capital Partners LLP1,018$234.0K0.03%
Eisler Capital (UK) Ltd.1,000$230.0K0.05%
Cresta Advisors, Ltd.1,000$230.0K0.28%
Premier Asset Management LLC996$229.0K0.24%
Ontario Teachers Pension Plan Board960$220.0K0.00%
Enlightenment Research, LLC955$219.0K0.48%
Ossiam952$219.0K0.01%
Sterling Investment Counsel, LLC919$211.0K0.15%
BBR Partners, LLC876$201.0K0.03%
NuWave Investment Management, LLC769$177.0K0.20%
Alta Advisers Ltd500$115.0K0.07%
Edmond de Rothschild Holding S.A.494$113.0K0.00%
Osterweis Capital Management Inc250$57.0K0.00%
Western Pacific Wealth Management, LP250$57.0K0.06%
BOK Financial Private Wealth, Inc.197$45.0K0.00%
Abound Wealth Management55$12.6K0.01%
Operose Advisors LLC50$11.0K0.01%
Legend Financial Advisors, Inc.43$9.88K0.01%
Crewe Advisors LLC39$9.00K0.00%
Ten Capital Wealth Advisors, LLC40$9.00K0.00%
Old North State Trust, LLC20$5.00K0.00%
Atlantic Trust, LLC19$4.00K0.00%
PFG Private Wealth Management, LLC11$3.00K0.00%
Adirondack Retirement Specialists, Inc.15$3.00K0.00%
Highline Wealth Partners LLC13$2.99K0.00%
Loomis Sayles & Co L P7$2.00K0.00%
Bellwether Advisors, LLC11$2.00K0.00%
Dakota Community Bank & Trust NA8$2.00K0.01%
Barrett & Company, Inc.5$1.16K0.00%
First Financial Corp6$1.00K0.00%
SJS Investment Consulting Inc.4$1.00K0.00%
WestEnd Advisors, LLC2$00.00%
J.Safra Asset Management Corp28$00.00%
Householder Group Estate & Retirement Specialist, LLC1$00.00%

Sold out (73)

Institutions that held Constellation Brands, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of STZ in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Junto Capital Management LP349,654$81.5M
Point72 Asset Management, L.P.178,205$41.5M
Artha Asset Management LLC57,700$13.4M
Duality Advisers, LP21,498$5.01M
Capital Fund Management S.A.14,774$3.44M
SAM Advisors, LLC11,777$2.75M
PEAK6 Investments LLC11,415$2.67M
Horizon Wealth Management, LLC9,241$2.15M
Outfitter Financial LLC9,180$2.14M
Van Hulzen Asset Management, LLC9,113$2.12M
Natixis Investment Managers International8,564$2.00M
Quantbot Technologies LP7,575$1.76M
Crestline Management, LP6,500$1.51M
Magnetar Financial LLC6,258$1.46M
Engineers Gate Manager LP5,724$1.33M
Cadence Bank NA5,299$1.24M
Caption Management, LLC5,000$1.17M
Penserra Capital Management LLC3,690$859.0K
Man Group plc–$673.0K
EP Wealth Advisors, LLC2,856$666.0K
Walleye Capital LLC2,388$557.0K
Stevens Capital Management LP2,316$540.0K
Benchmark Investment Advisors LLC2,143$499.0K
Advisor Resource Council2,021$472.0K
Wall Street Access Asset Management, LLC1,998$465.0K
Blueshift Asset Management, LLC1,990$464.0K
Menard Financial Group LLC1,937$451.0K
Pearl River Capital, LLC1,915$446.0K
GenTrust, LLC1,730$403.0K
Silver Oak Securities, Inc1,535$372.0K
Cidel Asset Management Inc1,495$348.0K
XTX Topco Ltd1,353$315.0K
Summit Trail Advisors, LLC1,306$304.0K
NewEdge Wealth, LLC1,262$294.0K
Alpha Cubed Investments, LLC1,235$288.0K
Graham Capital Management, L.P.1,187$276.0K
Strategic Investment Advisors1,180$275.0K
LBMC Investment Advisors, LLC1,025$239.0K
NorthCrest Asset Manangement, LLC1,002$234.0K
Wealthsource Partners, LLC1,002$233.0K
West Bancorporation Inc993$231.0K
qPULA Trading Management LP959$224.0K
Phoenix Holdings Ltd.899$217.0K
Columbia Trust Co 01012016895$209.0K
Benin Management CORP860$200.0K
Cary Street Partner Investment Advisory LLC739$172.0K
Psagot Value Holdings Ltd. / (Israel)700$163.0K
CX Institutional664$155.0K
SeaCrest Wealth Management, LLC494$115.0K
CoreCap Advisors, LLC426$100.0K
Patriot Financial Group Insurance Agency, LLC365$85.0K
Concord Wealth Partners320$75.0K
Baader Bank INC300$70.0K
Insight Inv LLC250$58.0K
Global Wealth Management Investment Advisory, Inc.221$52.0K
Johnson Financial Group, Inc.160$37.0K
Arlington Partners LLC140$33.0K
Curi Capital103$24.0K
Retirement Group, LLC80$19.0K
Steward Financial Group LLC78$18.0K
Rockbridge Investment Management, LCC63$14.7K
Chilton Capital Management LLC60$14.0K
Joseph P. Lucia & Associates, LLC50$12.0K
Moisand Fitzgerald Tamayo, LLC25$6.00K
Tevis Investment Management20$5.00K
GW&K Investment Management, LLC12$3.00K
Ahrens Investment Partners LLC15$3.00K
Charter Oak Capital Management, LLC15$3.00K
Graves-Light Private Wealth Management, Inc.10$2.00K
Strengthening Families & Communities, LLC10$2.00K
Tfo-TDC, LLC4$1.00K
Dark Forest Capital Management LP1$0
Strategic Asset Management, LLC1$0

Not filed for Q3 2022 yet (17)

Institutions that held Constellation Brands, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Sciencast Management LP14,773$3.65M
Advisor Partners LLC5,387$1.26M
HC Financial Advisors Inc3,780$881.0K
HighPoint Advisor Group LLC2,678$641.0K
B. Riley Wealth Management, Inc.2,158$503.0K
Frontier Wealth Management LLC2,119$494.0K
Coldstream Capital Management Inc1,807$421.0K
RiverGlades Family Offices LLC1,500$350.0K
Murphy Capital Management Inc1,170$272.0K
Quadrant Private Wealth Management, LLC1,112$259.0K
Cordasco Financial Network629$147.0K
Fieldpoint Private Securities, LLC327$76.0K
Brewin Dolphin Ltd230$54.0K
Exane Derivatives160$37.3K
Private Capital Group, LLC74$17.0K
Brewin Dolphin Wealth Management Ltd65$15.0K
Enterprise Trust & Investment Co41$10.0K