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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 21,701 | $4.99M | 0.02% | −2,915−11.8% | Reduced |
| Kestra Advisory Services, LLC | 21,756 | $5.00M | 0.05% | −3,393−13.5% | Reduced |
| Gibraltar Capital Management, Inc. | 21,984 | $5.05M | 2.59% | −462−2.1% | Reduced |
| Appleton Partners Inc | 22,001 | $5.05M | 0.51% | +1,079+5.2% | Added |
| Cornerstone Advisors, LLC | 22,000 | $5.05M | 0.25% | +7,000+46.7% | Added |
| Liberty Capital Management, Inc. | 22,005 | $5.05M | 1.89% | +39+0.2% | Added |
| Wisconsin Capital Management LLC | 22,066 | $5.07M | 3.97% | −4,064−15.6% | Reduced |
| Thrivent Financial for Lutherans | 21,841 | $5.07M | 0.01% | −3,239−12.9% | Reduced |
| State of Alaska, Department of Revenue | 22,103 | $5.08M | 0.07% | −1,265−5.4% | Reduced |
| Central Trust Co | 22,157 | $5.09M | 0.17% | 00.0% | Unchanged |
| Aviva PLC | 22,446 | $5.16M | 0.03% | −18,209−44.8% | Reduced |
| Texas Permanent School Fund | 22,544 | $5.18M | 0.08% | +1,046+4.9% | Added |
| New York Life Investment Management LLC | 22,565 | $5.18M | 0.06% | −413−1.8% | Reduced |
| CIBC Asset Management Inc | 22,827 | $5.24M | 0.02% | +1,472+6.9% | Added |
| Addison Capital Co | 22,836 | $5.25M | 3.24% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 22,902 | $5.26M | 0.40% | +3,501+18.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,305 | $5.35M | 0.05% | −393−1.7% | Reduced |
| Comerica Bank | 23,426 | $5.38M | 0.05% | +524+2.3% | Added |
| Tower Bridge Advisors | 23,682 | $5.44M | 0.48% | +82+0.3% | Added |
| NS Partners Ltd | 24,039 | $5.52M | 0.36% | +1,109+4.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 24,099 | $5.54M | 1.56% | −192−0.8% | Reduced |
| MMBG Investment Advisors Co. | 24,259 | $5.57M | 0.75% | 00.0% | Unchanged |
| Ninety One UK Ltd | 24,289 | $5.58M | 0.02% | −246,629−91.0% | Reduced |
| Guggenheim Capital LLC | 24,350 | $5.59M | 0.05% | −14,938−38.0% | Reduced |
| Girard Partners Ltd. | 24,532 | $5.63M | 0.75% | −5,661−18.7% | Reduced |
| Banque Pictet & Cie SA | 24,607 | $5.65M | 0.06% | −1,067−4.2% | Reduced |
| Stonnington Group, LLC | 25,439 | $5.68M | 1.60% | +1,614+6.8% | Added |
| Pacific Global Investment Management CO | 24,739 | $5.68M | 1.38% | +825+3.4% | Added |
| Yousif Capital Management, LLC | 24,830 | $5.70M | 0.08% | −224−0.9% | Reduced |
| Cypress Capital Management LLC | 24,944 | $5.73M | 1.06% | −230−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,016 | $5.75M | 0.03% | +731+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 25,027 | $5.75M | 0.13% | −82−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 24,788 | $5.76M | 0.02% | +807+3.4% | Added |
| Brookfield Asset Management Inc. | 25,251 | $5.80M | 0.02% | +11,915+89.3% | Added |
| WealthBridge Investment Counsel Inc. | 25,295 | $5.81M | 3.06% | +280+1.1% | Added |
| Jump Financial, LLC | 25,521 | $5.86M | 0.23% | +25,521 | New |
| Bartlett & Co. LLC | 25,745 | $5.91M | 0.13% | −161−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,745 | $5.91M | 0.13% | −161−0.6% | Reduced |
| L & S Advisors Inc | 25,789 | $5.92M | 1.04% | +445+1.8% | Added |
| Telemus Capital, LLC | 26,037 | $5.98M | 0.61% | −255−1.0% | Reduced |
| PFS Investments Inc. | 26,237 | $6.03M | 0.13% | −2,335−8.2% | Reduced |
| Avantax Advisory Services, Inc. | 26,236 | $6.03M | 0.09% | +1,269+5.1% | Added |
| Public Employees Retirement Association of Colorado | 26,606 | $6.11M | 0.04% | −87−0.3% | Reduced |
| Forsta Ap-Fonden | 26,700 | $6.13M | 0.08% | −800−2.9% | Reduced |
| Legacy Private Trust Co. | 26,883 | $6.17M | 0.59% | +774+3.0% | Added |
| Utah Retirement Systems | 27,132 | $6.23M | 0.10% | −441−1.6% | Reduced |
| IFM Investors Pty Ltd | 28,226 | $6.48M | 0.12% | +727+2.6% | Added |
| First National Bank of Omaha | 28,321 | $6.50M | 0.43% | −1,317−4.4% | Reduced |
| AQR Capital Management LLC | 28,444 | $6.53M | 0.02% | +8,152+40.2% | Added |
| Aperture Investors, LLC | 28,507 | $6.55M | 1.07% | −697−2.4% | Reduced |
| Oak Harvest Investment Services | 28,855 | $6.63M | 1.77% | +942+3.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 28,790 | $6.79M | 1.50% | +3,509+13.9% | Added |
| US Bancorp | 29,833 | $6.85M | 0.01% | −1,025−3.3% | Reduced |
| First American Bank | 29,845 | $6.85M | 0.72% | +701+2.4% | Added |
| DnB Asset Management AS | 29,940 | $6.88M | 0.05% | +1,158+4.0% | Added |
| Primecap Management Co | 30,100 | $6.91M | 0.01% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 30,135 | $6.92M | 0.29% | +3,027+11.2% | Added |
| Blair William & Co | 30,172 | $6.93M | 0.03% | +3,484+13.1% | Added |
| 2Xideas AG | 30,562 | $7.02M | 0.74% | −14,086−31.5% | Reduced |
| Empire Life Investments Inc. | 30,584 | $7.03M | 0.53% | +856+2.9% | Added |
| Pinnacle Associates Ltd | 30,982 | $7.12M | 0.16% | −1,595−4.9% | Reduced |
| Peapack Gladstone Financial Corp | 31,235 | $7.17M | 0.15% | +7,263+30.3% | Added |
| Winton Group Ltd | 32,182 | $7.39M | 0.48% | +23,554+273.0% | Added |
| Snowden Capital Advisors LLC | 32,477 | $7.46M | 0.34% | +88+0.3% | Added |
| CCM Investment Advisers LLC | 32,952 | $7.57M | 1.29% | +2,988+10.0% | Added |
| Logan Capital Management Inc | 32,958 | $7.57M | 0.45% | −276−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 33,072 | $7.60M | 0.99% | +33,072 | New |
| Virginia Retirement Systems Et Al | 33,300 | $7.65M | 0.09% | +33,300 | New |
| Industrial Alliance Investment Management Inc. | 33,381 | $7.67M | 0.23% | 00.0% | Unchanged |
| Mariner, LLC | 33,687 | $7.74M | 0.03% | +3,002+9.8% | Added |
| Roffman Miller Associates Inc | 34,204 | $7.86M | 0.72% | −414−1.2% | Reduced |
| BancorpSouth Bank | 34,326 | $7.88M | 0.82% | +5,190+17.8% | Added |
| Robeco Institutional Asset Management B.V. | 34,700 | $7.97M | 0.03% | −5,047−12.7% | Reduced |
| Jacobs & Co | 34,767 | $7.99M | 1.15% | −553−1.6% | Reduced |
| Stonebridge Capital Advisors LLC | 35,337 | $8.12M | 1.04% | −146−0.4% | Reduced |
| Copeland Capital Management, LLC | 35,676 | $8.19M | 0.27% | −1,627−4.4% | Reduced |
| Cinctive Capital Management LP | 36,264 | $8.33M | 0.38% | +36,264 | New |
| CIBC World Markets Inc. | 36,373 | $8.35M | 0.04% | −70.0% | Reduced |
| USS Investment Management Ltd | 36,441 | $8.37M | 0.13% | −11,140−23.4% | Reduced |
| Infusive Asset Management Inc. | 36,528 | $8.39M | 6.36% | −34,999−48.9% | Reduced |
| Standard Life Aberdeen plc | 36,552 | $8.40M | 0.02% | −459−1.2% | Reduced |
| Mutual of America Capital Management LLC | 36,688 | $8.43M | 0.11% | −141−0.4% | Reduced |
| AXA S.A. | 36,690 | $8.43M | 0.03% | +20,439+125.8% | Added |
| Calamos Wealth Management LLC | 37,439 | $8.60M | 0.74% | +1,326+3.7% | Added |
| TD Waterhouse Canada Inc. | 32,771 | $8.63M | 0.10% | +2,521+8.3% | Added |
| AE Wealth Management LLC | 37,608 | $8.64M | 0.07% | +23,597+168.4% | Added |
| Salem Investment Counselors Inc | 37,797 | $8.68M | 0.40% | +1,927+5.4% | Added |
| Dillon & Associates Inc | 37,825 | $8.70M | 2.02% | +3,187+9.2% | Added |
| BTR Capital Management Inc | 38,660 | $8.88M | 1.39% | +161+0.4% | Added |
| Washington Trust Bank | 39,607 | $9.10M | 1.16% | −378−0.9% | Reduced |
| Cornerstone Capital, Inc. | 39,810 | $9.14M | 1.28% | +550+1.4% | Added |
| Truist Financial Corp | 39,876 | $9.16M | 0.02% | +981+2.5% | Added |
| Advisors Capital Management, LLC | 37,617 | $9.20M | 0.25% | +1,782+5.0% | Added |
| Lido Advisors, LLC | 40,243 | $9.24M | 0.19% | −736−1.8% | Reduced |
| Moors & Cabot, Inc. | 40,900 | $9.39M | 0.72% | −467−1.1% | Reduced |
| Amalgamated Bank | 41,477 | $9.53M | 0.09% | +59+0.1% | Added |
| WealthPlan Investment Management, LLC | 38,619 | $9.53M | 0.70% | +38,619 | New |
| Wesbanco Bank Inc | 41,533 | $9.54M | 0.64% | −31,805−43.4% | Reduced |
| American International Group, Inc. | 41,722 | $9.58M | 0.07% | −1,938−4.4% | Reduced |
| Capital International Inc | 41,949 | $9.63M | 0.22% | −89,257−68.0% | Reduced |