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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 1,842 | $423.4K | 0.04% | −191−9.4% | Reduced |
| Jupiter Asset Management Ltd | 1,847 | $424.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,850 | $425.0K | 0.16% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,856 | $426.0K | 0.01% | +2+0.1% | Added |
| Mayflower Financial Advisors, LLC | 1,870 | $430.0K | 0.07% | +2+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 1,875 | $431.0K | 0.06% | −16−0.8% | Reduced |
| Burns Matteson Capital Management, LLC | 1,884 | $432.7K | 0.32% | +44+2.4% | Added |
| United Bank | 1,885 | $433.0K | 0.07% | +85+4.7% | Added |
| Cigna Investments Inc | 1,898 | $435.0K | 0.10% | −134−6.6% | Reduced |
| GSB Wealth Management, LLC | 1,900 | $436.0K | 0.16% | +1+0.1% | Added |
| Charter Research & Investment Group, Inc. | 1,905 | $438.0K | 0.44% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,929 | $443.0K | 0.02% | +164+9.3% | Added |
| Altshuler Shaham Ltd | 1,897 | $443.0K | 0.01% | +1,669+732.0% | Added |
| Bayesian Capital Management, LP | 1,927 | $443.0K | 0.09% | +1,927 | New |
| Armbruster Capital Management, Inc. | 1,934 | $444.0K | 0.13% | 00.0% | Unchanged |
| CNB Bank | 1,933 | $444.0K | 0.30% | +168+9.5% | Added |
| Nvest Financial, LLC | 1,944 | $446.0K | 0.63% | +11+0.6% | Added |
| Knowledge Leaders Capital, LLC | 1,948 | $447.0K | 0.57% | +1,948 | New |
| Ameritas Investment Partners, Inc. | 1,961 | $450.0K | 0.02% | −76−3.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,970 | $452.5K | 0.26% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,974 | $453.0K | 0.18% | −49−2.4% | Reduced |
| Patriot Investment Management Inc. | 1,979 | $454.0K | 0.05% | −197−9.1% | Reduced |
| Prospera Financial Services Inc | 1,978 | $455.0K | 0.02% | +415+26.6% | Added |
| Silverlake Wealth Management LLC | 1,982 | $455.3K | 0.31% | +40+2.1% | Added |
| Checchi Capital Advisers, LLC | 1,997 | $459.0K | 0.05% | +3+0.2% | Added |
| Tiaa, FSB | 2,007 | $461.0K | 0.00% | −737−26.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $461.0K | 0.01% | −381−16.0% | Reduced |
| Spinnaker Investment Group, LLC | 2,003 | $461.0K | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 2,015 | $463.0K | 0.25% | +51+2.6% | Added |
| Patten Group, Inc. | 2,084 | $464.0K | 0.16% | +91+4.6% | Added |
| Harbour Investments, Inc. | 2,006 | $467.0K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,087 | $468.0K | 0.20% | −71−6.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,040 | $469.0K | 0.09% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,058 | $473.0K | 0.13% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,068 | $475.0K | 0.02% | +1,015+96.4% | Added |
| Cresset Asset Management, LLC | 2,067 | $476.0K | 0.01% | −869−29.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,074 | $476.0K | 0.17% | +26+1.3% | Added |
| Confluence Wealth Services, Inc. | 2,084 | $478.0K | 0.20% | −75−3.5% | Reduced |
| IHT Wealth Management, LLC | 2,084 | $479.0K | 0.04% | +135+6.9% | Added |
| Spinnaker Trust | 2,090 | $480.0K | 0.04% | −478−18.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $482.0K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,105 | $483.0K | 0.39% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,107 | $483.0K | 0.30% | +3+0.1% | Added |
| CIBC Private Wealth Group, LLC | 2,121 | $487.0K | 0.00% | −1,882−47.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,126 | $488.0K | 0.12% | +84+4.1% | Added |
| Diversified Trust Co | 2,123 | $488.0K | 0.02% | +1,250+143.2% | Added |
| Cooper/Haims Advisors, LLC | 2,131 | $489.0K | 0.40% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,132 | $490.0K | 0.42% | −30−1.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,133 | $490.0K | 0.22% | +75+3.6% | Added |
| Echo Street Capital Management LLC | 2,142 | $492.0K | 0.00% | −34−1.6% | Reduced |
| Navalign, LLC | 2,143 | $492.0K | 0.22% | +74+3.6% | Added |
| Koshinski Asset Management, Inc. | 2,157 | $495.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,159 | $496.0K | 0.03% | −410−16.0% | Reduced |
| Element Capital Management LLC | 2,165 | $497.0K | 0.24% | 00.0% | Unchanged |
| Balentine LLC | 2,183 | $501.0K | 0.02% | −338−13.4% | Reduced |
| AlphaCrest Capital Management LLC | 2,185 | $502.0K | 0.03% | −12,221−84.8% | Reduced |
| 1620 Investment Advisors, Inc. | 2,193 | $504.0K | 0.74% | +18+0.8% | Added |
| Monetta Financial Services Inc | 2,200 | $505.0K | 0.58% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,200 | $505.0K | 0.19% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,214 | $509.0K | 0.23% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,214 | $509.0K | 0.03% | +120+5.7% | Added |
| Allworth Financial LP | 2,222 | $510.0K | 0.01% | +1,154+108.1% | Added |
| Heartland Bank & Trust Co | 2,240 | $514.0K | 0.49% | −409−15.4% | Reduced |
| 44 Wealth Management LLC | 2,275 | $523.0K | 0.22% | −8−0.4% | Reduced |
| Tributary Capital Management, LLC | 2,280 | $524.0K | 0.05% | −20−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 2,279 | $524.0K | 0.03% | +1,054+86.0% | Added |
| Resources Investment Advisors, LLC. | 2,291 | $526.0K | 0.02% | −37−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,305 | $529.0K | 0.10% | −61−2.6% | Reduced |
| Community Bank, N.A. | 2,305 | $530.0K | 0.08% | +5+0.2% | Added |
| Point72 Hong Kong Ltd | 2,323 | $534.0K | 0.03% | −26,760−92.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,334 | $536.0K | 0.39% | +19+0.8% | Added |
| Wetherby Asset Management Inc | 2,338 | $537.0K | 0.04% | +262+12.6% | Added |
| Wipfli Financial Advisors LLC, | 2,338 | $537.0K | 0.04% | +2,338 | New |
| Sawtooth Solutions, LLC | 2,345 | $538.0K | 0.08% | +1,008+75.4% | Added |
| Prestige Wealth Management Group LLC | 2,345 | $539.0K | 0.15% | +75+3.3% | Added |
| Ballentine Partners, LLC | 2,347 | $539.0K | 0.02% | +231+10.9% | Added |
| Wilkinson Global Asset Management LLC | 2,350 | $540.0K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 2,361 | $542.0K | 0.03% | +46+2.0% | Added |
| Athena Investment Management | 2,362 | $543.0K | 0.46% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,366 | $543.0K | 0.05% | +219+10.2% | Added |
| Credential Qtrade Securities Inc. | 2,371 | $544.6K | 0.04% | +133+5.9% | Added |
| Chicago Trust Co NA | 2,381 | $546.0K | 0.14% | +53+2.3% | Added |
| Csenge Advisory Group | 2,386 | $548.0K | 0.05% | +5+0.2% | Added |
| International Assets Investment Management, LLC | 2,394 | $550.0K | 0.12% | −10−0.4% | Reduced |
| Arnhold LLC | 2,400 | $551.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,403 | $552.0K | 0.06% | +22+0.9% | Added |
| WBH Advisory Inc | 2,412 | $554.0K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,418 | $555.0K | 0.01% | −8,944−78.7% | Reduced |
| Cozad Asset Management Inc | 2,421 | $556.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,466 | $566.0K | 0.01% | −171−6.5% | Reduced |
| Tufton Capital Management | 2,468 | $566.0K | 0.14% | +5+0.2% | Added |
| Greenleaf Trust | 2,526 | $580.0K | 0.01% | +230+10.0% | Added |
| Exchange Traded Concepts, LLC | 2,530 | $581.0K | 0.02% | +2,530 | New |
| Roanoke Asset Management Corp | 2,550 | $586.0K | 0.28% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,553 | $586.0K | 0.03% | +711+38.6% | Added |
| Fox Run Management, L.L.C. | 2,551 | $586.0K | 0.23% | +2,551 | New |
| Douglass Winthrop Advisors, LLC | 2,583 | $593.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,622 | $602.2K | 0.09% | −50−1.9% | Reduced |
| Clear Street Markets LLC | 2,636 | $605.0K | 0.11% | +2,295+673.0% | Added |
| Lincoln National Corp | 2,652 | $610.0K | 0.02% | −29−1.1% | Reduced |