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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 103 | $24.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 106 | $24.0K | 0.00% | +1+1.0% | Added |
| MV Capital Management, Inc. | 104 | $24.0K | 0.00% | +9+9.5% | Added |
| JFS Wealth Advisors, LLC | 110 | $25.0K | 0.00% | +6+5.8% | Added |
| Hallmark Capital Management Inc | 113 | $26.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 118 | $27.0K | 0.00% | −700−85.6% | Reduced |
| JNBA Financial Advisors | 118 | $27.0K | 0.00% | +1+0.9% | Added |
| Capital Advisors, Ltd. LLC | 119 | $27.0K | 0.01% | +18+17.8% | Added |
| Hanson & Doremus Investment Management | 123 | $28.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $29.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 135 | $31.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $32.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 146 | $33.0K | 0.01% | −1−0.7% | Reduced |
| Tacita Capital Inc | 145 | $33.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $34.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $34.5K | 0.00% | −80−34.8% | Reduced |
| Leelyn Smith, LLC | 152 | $35.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 154 | $35.0K | 0.01% | +3+2.0% | Added |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 163 | $37.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $37.0K | 0.01% | +31+23.7% | Added |
| Glassman Wealth Services | 161 | $37.0K | 0.01% | +37+29.8% | Added |
| Kelly Lawrence W & Associates Inc | 170 | $39.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 184 | $42.0K | 0.10% | −261−58.7% | Reduced |
| Dividend Assets Capital, LLC | 188 | $43.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 188 | $43.2K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $44.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 192 | $44.1K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 197 | $45.0K | 0.00% | +197 | New |
| Jones Financial Companies LLLP | 203 | $47.0K | 0.00% | +116+133.3% | Added |
| Fairfield Financial Advisors, LTD | 215 | $49.4K | 0.02% | +1+0.5% | Added |
| Parkside Financial Bank & Trust | 220 | $50.0K | 0.02% | +5+2.3% | Added |
| Farmers & Merchants Investments Inc | 242 | $56.0K | 0.00% | −46−16.0% | Reduced |
| Albion Financial Group | 245 | $56.0K | 0.01% | −6−2.4% | Reduced |
| FourThought Financial, LLC | 243 | $56.0K | 0.01% | +15+6.6% | Added |
| Blume Capital Management, Inc. | 250 | $57.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 250 | $57.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $57.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $57.0K | 0.00% | +250 | New |
| Western Pacific Wealth Management, LP | 250 | $57.0K | 0.06% | +250 | New |
| Geo Capital Gestora de Recursos Ltd | 256 | $59.0K | 0.05% | +42+19.6% | Added |
| Global Trust Asset Management, LLC | 280 | $64.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 287 | $65.0K | 0.00% | +87+43.5% | Added |
| Hall Laurie J Trustee | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 306 | $70.0K | 0.00% | −16,029−98.1% | Reduced |
| James Investment Research Inc | 308 | $71.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $73.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 319 | $73.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 343 | $79.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 366 | $84.0K | 0.01% | +20+5.8% | Added |
| Annapolis Financial Services, LLC | 375 | $86.0K | 0.03% | +300+400.0% | Added |
| South State Corp. | 390 | $90.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $91.9K | 0.05% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 401 | $92.0K | 0.07% | +1+0.3% | Added |
| Money Concepts Capital Corp | 407 | $93.0K | 0.01% | −22−5.1% | Reduced |
| Duncker Streett & Co Inc | 410 | $94.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 411 | $94.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 425 | $98.0K | 0.05% | 00.0% | Unchanged |
| United Community Bank | 438 | $100.6K | 0.11% | +60+15.9% | Added |
| First Pacific Advisors, LP | 451 | $104.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 472 | $108.0K | 0.02% | +1+0.2% | Added |
| Vestor Capital, LLC | 480 | $110.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 485 | $111.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 476 | $111.0K | 0.00% | +60+14.4% | Added |
| Edmond de Rothschild Holding S.A. | 494 | $113.0K | 0.00% | +494 | New |
| Archer Investment Corp | 492 | $113.0K | 0.05% | −75−13.2% | Reduced |
| Optimum Investment Advisors | 500 | $115.0K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $115.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $115.0K | 0.07% | +500 | New |
| Financial Management Professionals, Inc. | 523 | $120.0K | 0.03% | +427+444.8% | Added |
| DuPont Capital Management Corp | 528 | $121.0K | 0.01% | −3−0.6% | Reduced |
| Old Second National Bank of Aurora | 532 | $122.0K | 0.04% | −74−12.2% | Reduced |
| City State Bank | 539 | $124.0K | 0.09% | −50−8.5% | Reduced |
| Advisors Asset Management, Inc. | 592 | $136.0K | 0.00% | +112+23.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 596 | $137.0K | 0.00% | −15−2.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $139.0K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 619 | $142.0K | 0.09% | −34−5.2% | Reduced |
| Washington Trust Co | 655 | $151.0K | 0.01% | +250+61.7% | Added |
| Rosenberg Matthew Hamilton | 674 | $155.0K | 0.06% | +32+5.0% | Added |
| Neo Ivy Capital Management | 692 | $159.0K | 0.42% | −856−55.3% | Reduced |
| Baldwin Brothers Inc | 695 | $160.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 734 | $169.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 765 | $176.0K | 0.03% | −96−11.1% | Reduced |
| NuWave Investment Management, LLC | 769 | $177.0K | 0.20% | +769 | New |
| Ellevest, Inc. | 790 | $181.0K | 0.02% | +625+378.8% | Added |
| Quadrant Capital Group LLC | 797 | $183.0K | 0.02% | −16−2.0% | Reduced |
| Itau Unibanco Holding S.A. | 816 | $187.0K | 0.01% | −6,023−88.1% | Reduced |
| Lindbrook Capital, LLC | 819 | $188.0K | 0.03% | +95+13.1% | Added |
| Evoke Wealth, LLC | 823 | $189.0K | 0.01% | −52−5.9% | Reduced |
| Fortis Advisors, LLC | 831 | $191.0K | 0.14% | 00.0% | Unchanged |
| Tobam | 833 | $191.0K | 0.01% | +298+55.7% | Added |
| Smithfield Trust Co | 840 | $194.0K | 0.01% | +104+14.1% | Added |
| Seaport Global Advisors, LLC | 854 | $196.0K | 0.80% | −86−9.1% | Reduced |
| Gladstone Institutional Advisory LLC | 870 | $200.0K | 0.02% | −107−11.0% | Reduced |
| BBR Partners, LLC | 876 | $201.0K | 0.03% | +876 | New |
| Round Table Services, LLC | 878 | $202.0K | 0.04% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 890 | $204.0K | 0.02% | −50−5.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 892 | $205.0K | 0.20% | +1+0.1% | Added |
| Doyle Wealth Management | 896 | $206.0K | 0.02% | −46−4.9% | Reduced |