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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 897 | $206.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 902 | $207.0K | 0.01% | −699−43.7% | Reduced |
| 3D/L Capital Management, LLC | 902 | $207.0K | 0.06% | −99−9.9% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 903 | $207.0K | 0.14% | +3+0.3% | Added |
| Aureus Asset Management, LLC | 911 | $209.0K | 0.02% | −1,417−60.9% | Reduced |
| First National Bank & Trust Co of Newtown | 913 | $210.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 920 | $211.0K | 0.06% | −690−42.9% | Reduced |
| Modus Advisors, LLC | 918 | $211.0K | 0.11% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 917 | $211.0K | 0.19% | +21+2.3% | Added |
| Sterling Investment Counsel, LLC | 919 | $211.0K | 0.15% | +919 | New |
| Monetary Management Group Inc | 925 | $212.0K | 0.07% | 00.0% | Unchanged |
| Accuvest Global Advisors | 922 | $212.0K | 0.14% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 924 | $212.2K | 0.15% | +3+0.3% | Added |
| Grove Bank & Trust | 937 | $215.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 939 | $216.0K | 0.04% | −1−0.1% | Reduced |
| V Wealth Advisors LLC | 943 | $217.0K | 0.04% | −86−8.4% | Reduced |
| Enlightenment Research, LLC | 955 | $219.0K | 0.48% | +955 | New |
| Ossiam | 952 | $219.0K | 0.01% | +952 | New |
| Arkadios Wealth Advisors | 959 | $220.0K | 0.03% | +39+4.2% | Added |
| Ontario Teachers Pension Plan Board | 960 | $220.0K | 0.00% | +960 | New |
| EverSource Wealth Advisors, LLC | 961 | $221.0K | 0.05% | +129+15.5% | Added |
| Carlson Capital Management | 973 | $223.0K | 0.02% | −33−3.3% | Reduced |
| Cohen Investment Advisors LLC | 973 | $223.0K | 0.20% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,010 | $224.0K | 0.11% | +8+0.8% | Added |
| Perfromance Wealth Partners, LLC | 977 | $224.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 953 | $226.0K | 0.12% | −203−17.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 992 | $227.8K | 0.02% | −9,192−90.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 992 | $228.0K | 0.07% | −10−1.0% | Reduced |
| Premier Asset Management LLC | 996 | $229.0K | 0.24% | +996 | New |
| German American Bancorp, Inc. | 1,000 | $230.0K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $230.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $230.0K | 0.13% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $230.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $230.0K | 0.07% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 1,000 | $230.0K | 0.05% | +1,000 | New |
| Cresta Advisors, Ltd. | 1,000 | $230.0K | 0.28% | +1,000 | New |
| Collective Family Office LLC | 1,006 | $231.0K | 0.11% | −855−45.9% | Reduced |
| US Financial Advisors, LLC | 1,006 | $231.0K | 0.13% | +6+0.6% | Added |
| Tudor Investment Corp Et Al | 1,009 | $232.0K | 0.01% | −254−20.1% | Reduced |
| Conning Inc. | 1,011 | $232.0K | 0.01% | −192−16.0% | Reduced |
| Welch Group, LLC | 1,008 | $232.0K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,009 | $232.0K | 0.17% | 00.0% | Unchanged |
| First Affirmative Financial Network | 803 | $233.0K | 0.30% | −255−24.1% | Reduced |
| Callahan Advisors, LLC | 1,015 | $233.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,018 | $234.0K | 0.03% | +1,018 | New |
| PFG Advisors | 1,021 | $235.0K | 0.03% | −312−23.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $235.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,022 | $235.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,027 | $236.0K | 0.01% | −82−7.4% | Reduced |
| Successful Portfolios LLC | 1,031 | $237.0K | 0.17% | −28−2.6% | Reduced |
| Cornerstone Advisory, LLC | 1,038 | $238.0K | 0.05% | +1,038 | New |
| 9258 Wealth Management, LLC | 1,040 | $239.0K | 0.06% | −93−8.2% | Reduced |
| McLean Asset Management Corp | 1,075 | $239.0K | 0.09% | +1+0.1% | Added |
| Freestone Capital Holdings, LLC | 1,042 | $239.0K | 0.01% | +173+19.9% | Added |
| AlphaCore Capital LLC | 1,040 | $239.0K | 0.11% | +1,040 | New |
| Arvest Trust Co N A | 1,045 | $240.0K | 0.02% | +42+4.2% | Added |
| Goodwin Daniel L | 1,048 | $241.0K | 0.14% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,050 | $241.0K | 0.04% | +125+13.5% | Added |
| Knuff & Co LLC | 1,055 | $242.0K | 0.11% | +33+3.2% | Added |
| Shelton Wealth Management, LLC | 1,060 | $243.0K | 0.22% | +1+0.1% | Added |
| Lewis Capital Management, LLC | 1,063 | $244.0K | 0.37% | +36+3.5% | Added |
| Balboa Wealth Partners | 1,063 | $244.0K | 0.11% | +1,063 | New |
| Wexford Capital LP | 1,066 | $245.0K | 0.08% | −8,460−88.8% | Reduced |
| HB Wealth Management, LLC | 1,067 | $245.0K | 0.01% | +34+3.3% | Added |
| Weik Capital Management | 1,070 | $246.0K | 0.12% | −250−18.9% | Reduced |
| Alerus Financial NA | 1,077 | $247.0K | 0.02% | −28,133−96.3% | Reduced |
| Veriti Management LLC | 1,075 | $247.0K | 0.04% | −82−7.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,075 | $247.0K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,079 | $248.0K | 0.37% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,083 | $249.0K | 0.09% | −24−2.2% | Reduced |
| Wedmont Private Capital | 1,087 | $250.0K | 0.05% | +1,087 | New |
| Gulf International Bank (UK) Ltd | 1,094 | $251.0K | 0.00% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,101 | $252.9K | 0.22% | +3+0.3% | Added |
| Vantage Consulting Group Inc | 1,104 | $254.0K | 0.15% | +34+3.2% | Added |
| Syntax Advisors, LLC | 1,104 | $254.0K | 0.22% | +34+3.2% | Added |
| Monarch Capital Management Inc | 1,111 | $255.0K | 0.08% | −46−4.0% | Reduced |
| Roman Butler Fullerton & Co | 1,164 | $258.0K | 0.16% | +1+0.1% | Added |
| Hartford Funds Management Co LLC | 1,123 | $258.0K | 0.03% | +1,123 | New |
| Brown Brothers Harriman & Co | 1,137 | $261.0K | 0.00% | −15−1.3% | Reduced |
| Private Portfolio Partners LLC | 1,136 | $261.1K | 0.07% | +1,136 | New |
| Ritholtz Wealth Management | 1,147 | $263.0K | 0.01% | +1,147 | New |
| Searle & Co. | 1,150 | $264.0K | 0.10% | 00.0% | Unchanged |
| Wade G W & Inc | 1,152 | $265.0K | 0.01% | −7,501−86.7% | Reduced |
| Calton & Associates, Inc. | 1,158 | $266.0K | 0.15% | −77−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,187 | $271.0K | 0.02% | −104−8.1% | Reduced |
| Vectors Research Management, LLC | 1,178 | $271.0K | 0.08% | −95−7.5% | Reduced |
| HNP Capital LLC | 1,178 | $271.0K | 0.08% | −95−7.5% | Reduced |
| Investment Partners, Ltd. | 1,179 | $271.0K | 0.08% | +1,179 | New |
| CCG Wealth Management, LLC | 1,188 | $273.0K | 0.17% | +37+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 1,194 | $274.0K | 0.01% | +1,194 | New |
| Jacobsen Capital Management | 1,198 | $275.0K | 0.16% | −8−0.7% | Reduced |
| Intrua Financial, LLC | 1,195 | $275.0K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,200 | $276.0K | 0.00% | −1,000−45.5% | Reduced |
| Spirit of America Management Corp | 1,200 | $276.0K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,204 | $277.0K | 0.28% | −549−31.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,226 | $281.0K | 0.03% | −6−0.5% | Reduced |
| M&R Capital Management Inc | 1,225 | $281.0K | 0.08% | +200+19.5% | Added |
| Farmers Trust Co | 1,226 | $282.0K | 0.07% | −10,227−89.3% | Reduced |
| Rise Advisors, LLC | 1,228 | $282.0K | 0.23% | +24+2.0% | Added |
| Wealth Advisors of Iowa, LLC | 1,231 | $283.0K | 0.26% | −831−40.3% | Reduced |