Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q3 2022

Institutional positions in Constellation Brands, Inc. as of Sep 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: 1,216; +14 vs. Q2 2022
Shares held: 132.6M; +2.68M (+2.1%) vs. Q2 2022
Total value: $30.5B; +$166.6M (+0.5%) vs. Q2 2022
New holders: 87; 457 more added
Sold out: 73; 450 more reduced

17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 1,216 institutions

Value heldQ3 2022: $30.5B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q3 2022

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2022.

Institutions holding STZ in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
WestEnd Advisors, LLC	2	$0	0.00%	+2	New
J.Safra Asset Management Corp	28	$0	0.00%	+28	New
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	+1	New
Financial Synergies Wealth Advisors, Inc.	3	$690	0.00%	00.0%	Unchanged
MCF Advisors LLC	6	$1.00K	0.00%	−103−94.5%	Reduced
Atwood & Palmer Inc	5	$1.00K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	3	$1.00K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	5	$1.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Sierra Capital LLC	6	$1.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	5	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$1.00K	0.00%	00.0%	Unchanged
Addison Advisors LLC	4	$1.00K	0.00%	00.0%	Unchanged
First Financial Corp	6	$1.00K	0.00%	+6	New
SJS Investment Consulting Inc.	4	$1.00K	0.00%	+4	New
Barrett & Company, Inc.	5	$1.16K	0.00%	+5	New
Tortoise Investment Management, LLC	9	$2.00K	0.00%	−9−50.0%	Reduced
Sound Income Strategies, LLC	10	$2.00K	0.00%	−8−44.4%	Reduced
Larson Financial Group LLC	8	$2.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.00K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	7	$2.00K	0.00%	+7	New
Bellwether Advisors, LLC	11	$2.00K	0.00%	+11	New
Dakota Community Bank & Trust NA	8	$2.00K	0.01%	+8	New
Highline Wealth Partners LLC	13	$2.99K	0.00%	+13	New
Independence Bank of Kentucky	15	$3.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$3.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	15	$3.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	13	$3.00K	0.00%	+3+30.0%	Added
Newbridge Financial Services Group, Inc.	14	$3.00K	0.00%	+7+100.0%	Added
PFG Private Wealth Management, LLC	11	$3.00K	0.00%	+11	New
Adirondack Retirement Specialists, Inc.	15	$3.00K	0.00%	+15	New
Laffer Tengler Investments	13	$3.06K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	17	$4.00K	0.00%	00.0%	Unchanged
Lansing Street Advisors	18	$4.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	19	$4.00K	0.00%	+8+72.7%	Added
Atlantic Trust, LLC	19	$4.00K	0.00%	+19	New
Clearview Wealth Advisors LLC	23	$5.00K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$5.00K	0.01%	00.0%	Unchanged
Old North State Trust, LLC	20	$5.00K	0.00%	+20	New
Cedar Wealth Management, LLC	28	$6.00K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	28	$6.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	24	$6.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$6.00K	0.00%	00.0%	Unchanged
New Millennium Group LLC	28	$6.00K	0.01%	00.0%	Unchanged
American National Bank	24	$6.00K	0.00%	+7+41.2%	Added
Gradient Investments LLC	24	$6.00K	0.00%	+10+71.4%	Added
CarsonAllaria Wealth Management, Ltd.	31	$7.00K	0.01%	00.0%	Unchanged
Schubert & Co	29	$7.00K	0.01%	+11+61.1%	Added
Hexagon Capital Partners LLC	30	$7.00K	0.00%	+20+200.0%	Added
PSI Advisors, LLC	37	$8.00K	0.00%	−65−63.7%	Reduced
Axim Planning & Wealth	35	$8.00K	0.01%	00.0%	Unchanged
American Research & Management Co.	40	$9.00K	0.00%	−35−46.7%	Reduced
Benjamin Edwards Inc	40	$9.00K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$9.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$9.00K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	39	$9.00K	0.00%	+39	New
Ten Capital Wealth Advisors, LLC	40	$9.00K	0.00%	+40	New
Legend Financial Advisors, Inc.	43	$9.88K	0.01%	+43	New
Centerpoint Advisors, LLC	44	$10.0K	0.01%	00.0%	Unchanged
Selective Wealth Management, Inc.	42	$10.0K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	43	$10.0K	0.01%	−1−2.3%	Reduced
Tyler-Stone Wealth Management	45	$10.0K	0.01%	00.0%	Unchanged
Operose Advisors LLC	50	$11.0K	0.01%	+50	New
Core Alternative Capital	51	$12.0K	0.00%	−7−12.1%	Reduced
First Personal Financial Services	54	$12.0K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$12.0K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	52	$12.0K	0.00%	+1+2.0%	Added
CVA Family Office, LLC	50	$12.0K	0.00%	00.0%	Unchanged
RWM Asset Management, LLC	51	$12.0K	0.00%	00.0%	Unchanged
Castle Wealth Management LLC	52	$12.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	53	$12.2K	0.01%	+3+6.0%	Added
Abound Wealth Management	55	$12.6K	0.01%	+55	New
SRS Capital Advisors, Inc.	57	$13.0K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	60	$14.0K	0.01%	−24−28.6%	Reduced
Tilia Fiduciary Partners, Inc.	62	$14.0K	0.01%	00.0%	Unchanged
Evermay Wealth Management LLC	60	$14.0K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	59	$14.0K	0.00%	−1−1.7%	Reduced
Central Bank & Trust Co	65	$15.0K	0.00%	−306−82.5%	Reduced
Seldon Capital LP	67	$15.0K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	70	$16.0K	0.01%	−1−1.4%	Reduced
WR Wealth Planners, LLC	72	$16.5K	0.01%	00.0%	Unchanged
Covestor Ltd	72	$17.0K	0.02%	−21−22.6%	Reduced
IMA Wealth, Inc.	74	$17.0K	0.00%	−16−17.8%	Reduced
Baystate Wealth Management LLC	75	$17.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	73	$17.0K	0.00%	00.0%	Unchanged
First Community Trust NA	75	$17.0K	0.02%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	75	$17.0K	0.01%	00.0%	Unchanged
Beacon Capital Management, LLC	75	$17.0K	0.01%	00.0%	Unchanged
Capital Directions Investment Advisors, LLC	0	$18.0K	0.01%	−80−100.0%	Reduced
Motco	78	$18.0K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	81	$18.6K	0.01%	00.0%	Unchanged
Ogorek Anthony Joseph	86	$19.0K	0.01%	00.0%	Unchanged
TCI Wealth Advisors, Inc.	83	$19.0K	0.00%	+3+3.8%	Added
Hudock, Inc.	89	$20.0K	0.01%	00.0%	Unchanged
State of Wyoming	91	$21.0K	0.01%	−264−74.4%	Reduced
Endurance Wealth Management, Inc.	100	$23.0K	0.00%	00.0%	Unchanged
Wellington Shields & Co., LLC	100	$23.0K	0.01%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$23.0K	0.02%	00.0%	Unchanged