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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 1,234 | $283.0K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,238 | $284.0K | 0.15% | −19−1.5% | Reduced |
| Hills Bank & Trust Co | 1,238 | $284.0K | 0.04% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,238 | $284.0K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,241 | $285.0K | 0.03% | −177−12.5% | Reduced |
| Pendal Group Limited | 1,240 | $285.0K | 0.00% | −75−5.7% | Reduced |
| Kraematon Investment Advisors, Inc | 1,247 | $286.0K | 0.37% | +1+0.1% | Added |
| ICW Investment Advisors LLC | 1,245 | $286.0K | 0.19% | +5+0.4% | Added |
| Flagship Harbor Advisors, LLC | 1,252 | $288.0K | 0.03% | +3+0.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,260 | $289.0K | 0.20% | +241+23.7% | Added |
| North Star Investment Management Corp. | 1,266 | $291.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,268 | $291.0K | 0.04% | +376+42.2% | Added |
| Highland Capital Management, LLC | 1,275 | $293.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,276 | $293.0K | 0.01% | +41+3.3% | Added |
| Claybrook Capital, LLC | 1,279 | $294.0K | 0.19% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 1,279 | $294.0K | 0.31% | +1,279 | New |
| FDx Advisors, Inc. | 1,288 | $296.0K | 0.01% | −64−4.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,302 | $299.0K | 0.02% | −177−12.0% | Reduced |
| Bluestein R H & Co | 1,300 | $299.0K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,310 | $300.9K | 0.33% | +120+10.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,314 | $302.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,321 | $303.0K | 0.14% | +189+16.7% | Added |
| Alhambra Investment Partners LLC | 1,335 | $307.0K | 0.23% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,345 | $309.0K | 0.18% | +7+0.5% | Added |
| Sound View Wealth Advisors Group, LLC | 1,351 | $310.0K | 0.07% | −5−0.4% | Reduced |
| Maven Securities LTD | 1,360 | $312.0K | 0.01% | +1,360 | New |
| ING Groep NV | 1,372 | $315.0K | 0.01% | −29,256−95.5% | Reduced |
| Symmetry Partners, LLC | 1,370 | $315.0K | 0.02% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,375 | $316.0K | 0.14% | +50+3.8% | Added |
| Claro Advisors LLC | 1,359 | $317.0K | 0.13% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,380 | $317.0K | 0.02% | +1,380 | New |
| Brandywine Oak Private Wealth LLC | 1,387 | $318.0K | 0.04% | −821−37.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,394 | $320.0K | 0.01% | +281+25.2% | Added |
| Global Retirement Partners, LLC | 1,299 | $321.0K | 0.02% | +39+3.1% | Added |
| King Luther Capital Management Corp | 1,400 | $322.0K | 0.00% | −119−7.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,400 | $322.0K | 0.38% | +400+40.0% | Added |
| Zeke Capital Advisors, LLC | 1,415 | $325.0K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,425 | $327.0K | 0.05% | +148+11.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,400 | $327.0K | 0.01% | +1,400 | New |
| Riverview Trust Co | 1,435 | $330.0K | 0.32% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,437 | $330.0K | 0.02% | +1,437 | New |
| United Capital Financial Advisers, LLC | 1,442 | $331.0K | 0.00% | −212−12.8% | Reduced |
| Probity Advisors, Inc. | 1,455 | $334.0K | 0.08% | −79−5.1% | Reduced |
| Mutual Advisors, LLC | 1,472 | $338.0K | 0.02% | −149−9.2% | Reduced |
| Visionary Wealth Advisors | 1,481 | $340.0K | 0.04% | −15−1.0% | Reduced |
| Clarius Group, LLC | 1,481 | $340.0K | 0.03% | +180+13.8% | Added |
| Regions Financial Corp | 1,486 | $341.0K | 0.00% | −168−10.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,512 | $347.0K | 0.01% | +51+3.5% | Added |
| Tectonic Advisors LLC | 1,509 | $347.0K | 0.06% | +138+10.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,521 | $349.0K | 0.04% | +30+2.0% | Added |
| DFPG Investments, LLC | 1,555 | $350.0K | 0.15% | +1,555 | New |
| Nova R Wealth, Inc. | 1,528 | $351.0K | 0.29% | +1+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 1,532 | $352.0K | 0.10% | −112−6.8% | Reduced |
| Charter Trust Co | 1,536 | $353.0K | 0.03% | −16−1.0% | Reduced |
| Pitti Group Wealth Management, LLC | 1,539 | $353.0K | 0.49% | −4−0.3% | Reduced |
| XML Financial, LLC | 1,546 | $355.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,545 | $355.0K | 0.32% | +45+3.0% | Added |
| Clare Market Investments LLC | 1,559 | $358.0K | 0.15% | +5+0.3% | Added |
| Focus Financial Network, Inc. | 1,560 | $358.4K | 0.03% | −21−1.3% | Reduced |
| Quantamental Technologies LLC | 1,564 | $359.0K | 0.14% | −497−24.1% | Reduced |
| Morningstar Investment Services LLC | 1,519 | $362.0K | 0.01% | +44+3.0% | Added |
| Kovack Advisors, Inc. | 1,579 | $363.0K | 0.05% | +2+0.1% | Added |
| Profund Advisors LLC | 1,593 | $366.0K | 0.03% | −128−7.4% | Reduced |
| Lee Financial Co | 1,601 | $368.0K | 0.07% | −1−0.1% | Reduced |
| M Holdings Securities, Inc. | 1,614 | $371.0K | 0.04% | −19−1.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,635 | $374.0K | 0.36% | +2+0.1% | Added |
| Tiemann Investment Advisors, LLC | 1,654 | $380.0K | 0.25% | −15−0.9% | Reduced |
| Nikulski Financial, Inc. | 1,655 | $380.0K | 0.20% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,652 | $380.0K | 0.40% | +269+19.5% | Added |
| Apollon Wealth Management, LLC | 1,659 | $381.0K | 0.03% | +162+10.8% | Added |
| Leonteq Securities AG | 1,660 | $381.3K | 0.02% | −65−3.8% | Reduced |
| Atlas Capital Advisors LLC | 1,668 | $383.1K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,672 | $384.0K | 0.09% | −73−4.2% | Reduced |
| Berkeley Capital Partners, LLC | 1,674 | $384.0K | 0.17% | +10+0.6% | Added |
| Personal Cfo Solutions, LLC | 1,679 | $386.0K | 0.10% | +32+1.9% | Added |
| Highlander Capital Management, LLC | 1,600 | $387.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,691 | $388.0K | 0.06% | −252−13.0% | Reduced |
| Boston Family Office LLC | 1,701 | $390.0K | 0.03% | −930−35.3% | Reduced |
| Lake Street Financial LLC | 1,698 | $390.0K | 0.09% | −42−2.4% | Reduced |
| Waldron Private Wealth LLC | 1,699 | $390.0K | 0.02% | +227+15.4% | Added |
| Studio Investment Management LLC | 1,701 | $390.7K | 0.14% | +10+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,708 | $392.0K | 0.02% | −140−7.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,720 | $395.0K | 0.02% | +156+10.0% | Added |
| Haverford Trust Co | 1,728 | $397.0K | 0.01% | −173−9.1% | Reduced |
| Prudent Man Advisors, LLC | 1,734 | $398.0K | 0.19% | −9−0.5% | Reduced |
| Berger Financial Group, Inc | 1,732 | $398.0K | 0.06% | +7+0.4% | Added |
| CAPROCK Group, Inc. | 1,754 | $403.0K | 0.04% | +195+12.5% | Added |
| Alesco Advisors LLC | 1,761 | $404.0K | 0.02% | +300+20.5% | Added |
| Horizon Investments, LLC | 1,764 | $404.0K | 0.01% | +402+29.5% | Added |
| Epic Trust Investment Advisors, LLC | 1,759 | $404.0K | 0.56% | +1,759 | New |
| Meridian Wealth Management, LLC | 1,768 | $406.0K | 0.04% | −318−15.2% | Reduced |
| Okabena Investment Services Inc | 1,770 | $407.0K | 0.20% | +1,770 | New |
| Curbstone Financial Management Corp | 1,776 | $408.0K | 0.10% | −38−2.1% | Reduced |
| Westover Capital Advisors, LLC | 1,780 | $409.0K | 0.16% | −143−7.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,808 | $415.0K | 0.07% | +5+0.3% | Added |
| Tempus Wealth Planning, LLC | 1,811 | $416.0K | 0.28% | −264−12.7% | Reduced |
| Ci Investments Inc. | 1,823 | $419.0K | 0.00% | +149+8.9% | Added |
| AdvisorShares Investments LLC | 1,823 | $419.0K | 0.11% | +900+97.5% | Added |
| Beaumont Financial Partners, LLC | 1,838 | $422.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,836 | $422.0K | 0.27% | +4+0.2% | Added |