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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.

Institutional holdersQ3 2022: 1,216 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ3 2022: $30.5B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$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
InstitutionSharesValue% of portfolioChange in sharesAction
American Century Companies Inc2,325,106$534.0M0.47%+275,901+13.5%Added
Janus Henderson Group PLC2,360,536$542.2M0.41%+149,712+6.8%Added
Bank of America Corp2,472,877$568.0M0.07%−75,744−3.0%Reduced
Price T Rowe Associates Inc2,582,020$593.3M0.10%+884,513+52.1%Added
Geode Capital Management, LLC2,713,749$622.4M0.09%+13,056+0.5%Added
Morgan Stanley2,900,787$666.3M0.09%+46,711+1.6%Added
Alliancebernstein L.P.3,130,203$718.9M0.35%−67,362−2.1%Reduced
Aristotle Capital Management, LLC3,761,546$864.0M1.95%+5,155+0.1%Added
JPMorgan Chase & Co4,019,958$923.3M0.14%+66,891+1.7%Added
FMR LLC4,548,800$1.04B0.11%+1,059,905+30.4%Added
Wellington Management Group LLP4,868,209$1.12B0.24%+52,962+1.1%Added
State Street Corp6,862,116$1.58B0.10%−51,456−0.7%Reduced
Capital World Investors6,873,859$1.58B0.35%−226,952−3.2%Reduced
BlackRock Inc.11,058,098$2.54B0.09%−589,238−5.1%Reduced
Vanguard Group Inc12,247,458$2.81B0.08%−90,302−0.7%Reduced
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Junto Capital Management LP0$00.00%−349,654−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−178,205−100.0%Sold out
Artha Asset Management LLC0$00.00%−57,700−100.0%Sold out
Duality Advisers, LP0$00.00%−21,498−100.0%Sold out
Capital Fund Management S.A.0$00.00%−14,774−100.0%Sold out
SAM Advisors, LLC0$00.00%−11,777−100.0%Sold out
PEAK6 Investments LLC0$00.00%−11,415−100.0%Sold out
Horizon Wealth Management, LLC0$00.00%−9,241−100.0%Sold out
Outfitter Financial LLC0$00.00%−9,180−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−9,113−100.0%Sold out
Natixis Investment Managers International0$00.00%−8,564−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,575−100.0%Sold out
Crestline Management, LP0$00.00%−6,500−100.0%Sold out
Magnetar Financial LLC0$00.00%−6,258−100.0%Sold out
Engineers Gate Manager LP0$00.00%−5,724−100.0%Sold out
Cadence Bank NA0$00.00%−5,299−100.0%Sold out
Caption Management, LLC0$00.00%−5,000−100.0%Sold out
Penserra Capital Management LLC0$00.00%−3,690−100.0%Sold out
Man Group plc0$00.00%–Sold out
EP Wealth Advisors, LLC0$00.00%−2,856−100.0%Sold out
Walleye Capital LLC0$00.00%−2,388−100.0%Sold out
Stevens Capital Management LP0$00.00%−2,316−100.0%Sold out
Benchmark Investment Advisors LLC0$00.00%−2,143−100.0%Sold out
Advisor Resource Council0$00.00%−2,021−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−1,998−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,990−100.0%Sold out
Menard Financial Group LLC0$00.00%−1,937−100.0%Sold out
Pearl River Capital, LLC0$00.00%−1,915−100.0%Sold out
GenTrust, LLC0$00.00%−1,730−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−1,535−100.0%Sold out
Cidel Asset Management Inc0$00.00%−1,495−100.0%Sold out
XTX Topco Ltd0$00.00%−1,353−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−1,306−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−1,262−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−1,235−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−1,187−100.0%Sold out
Strategic Investment Advisors0$00.00%−1,180−100.0%Sold out
LBMC Investment Advisors, LLC0$00.00%−1,025−100.0%Sold out
NorthCrest Asset Manangement, LLC0$00.00%−1,002−100.0%Sold out
Wealthsource Partners, LLC0$00.00%−1,002−100.0%Sold out
West Bancorporation Inc0$00.00%−993−100.0%Sold out
qPULA Trading Management LP0$00.00%−959−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−899−100.0%Sold out
Columbia Trust Co 010120160$00.00%−895−100.0%Sold out
Benin Management CORP0$00.00%−860−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−739−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−700−100.0%Sold out
CX Institutional0$00.00%−664−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−494−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−426−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−365−100.0%Sold out
Concord Wealth Partners0$00.00%−320−100.0%Sold out
Baader Bank INC0$00.00%−300−100.0%Sold out
Insight Inv LLC0$00.00%−250−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−221−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−160−100.0%Sold out
Arlington Partners LLC0$00.00%−140−100.0%Sold out
Curi Capital0$00.00%−103−100.0%Sold out
Retirement Group, LLC0$00.00%−80−100.0%Sold out
Steward Financial Group LLC0$00.00%−78−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−63−100.0%Sold out
Chilton Capital Management LLC0$00.00%−60−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−50−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−25−100.0%Sold out
Tevis Investment Management0$00.00%−20−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−12−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−15−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−15−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−10−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−10−100.0%Sold out
Tfo-TDC, LLC0$00.00%−4−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1−100.0%Sold out
Strategic Asset Management, LLC0$00.00%−1−100.0%Sold out
Sciencast Management LP––––Not filed
Advisor Partners LLC––––Not filed
HC Financial Advisors Inc––––Not filed
HighPoint Advisor Group LLC––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
Frontier Wealth Management LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
RiverGlades Family Offices LLC––––Not filed
Murphy Capital Management Inc––––Not filed
Quadrant Private Wealth Management, LLC––––Not filed
Cordasco Financial Network––––Not filed