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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,039 | $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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 2,661 | $611.0K | 0.29% | +145+5.8% | Added |
| Little House Capital LLC | 2,668 | $613.0K | 0.33% | +306+13.0% | Added |
| Wealthfront Advisers LLC | 2,728 | $627.0K | 0.00% | +82+3.1% | Added |
| Occudo Quantitative Strategies LP | 2,733 | $628.0K | 0.05% | −339−11.0% | Reduced |
| Gateway Investment Advisers LLC | 2,743 | $630.0K | 0.01% | −513−15.8% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $630.0K | 0.04% | 00.0% | Unchanged |
| Altrafin AG | 2,750 | $631.6K | 0.38% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 2,779 | $638.0K | 0.26% | +99+3.7% | Added |
| Bragg Financial Advisors, Inc | 2,780 | $639.0K | 0.04% | −174−5.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,797 | $642.0K | 0.01% | −3,120−52.7% | Reduced |
| Copperwynd Financial, LLC | 2,806 | $644.0K | 0.37% | −96−3.3% | Reduced |
| Meeder Asset Management Inc | 2,865 | $658.0K | 0.04% | +68+2.4% | Added |
| Empirical Finance, LLC | 2,873 | $660.0K | 0.08% | +58+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,882 | $662.0K | 0.04% | −1,795−38.4% | Reduced |
| Vident Investment Advisory, LLC | 3,484 | $666.0K | 0.02% | +858+32.7% | Added |
| Tranquility Partners, LLC | 2,908 | $668.0K | 0.37% | −10.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,920 | $671.0K | 0.16% | −68−2.3% | Reduced |
| First Horizon Advisors, Inc. | 2,935 | $673.0K | 0.03% | +64+2.2% | Added |
| Marion Wealth Management | 2,931 | $673.0K | 0.35% | +192+7.0% | Added |
| Aries Wealth Management | 2,730 | $675.0K | 0.30% | +171+6.7% | Added |
| CWM, LLC | 2,985 | $685.0K | 0.01% | +220+8.0% | Added |
| Old Port Advisors | 2,911 | $687.0K | 0.27% | −104−3.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 2,988 | $687.0K | 0.04% | +326+12.2% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $689.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 3,000 | $689.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,030 | $696.0K | 0.06% | −65−2.1% | Reduced |
| First National Advisers, LLC | 3,049 | $700.0K | 1.04% | +841+38.1% | Added |
| 55I, LLC | 3,052 | $701.0K | 0.02% | +1,919+169.4% | Added |
| DCM Advisors, LLC | 3,058 | $702.4K | 0.35% | −510−14.3% | Reduced |
| Planning Directions Inc | 3,068 | $705.0K | 0.57% | +7+0.2% | Added |
| Archford Capital Strategies, LLC | 3,085 | $709.0K | 0.18% | 00.0% | Unchanged |
| TLWM | 5,519 | $719.0K | 0.34% | +2,372+75.4% | Added |
| Chemung Canal Trust Co | 3,154 | $724.0K | 0.18% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 3,184 | $731.0K | 0.12% | −632−16.6% | Reduced |
| Forte Capital LLC | 3,190 | $733.0K | 0.13% | −183−5.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,201 | $735.0K | 0.48% | +350+12.3% | Added |
| Redpoint Investment Management Pty Ltd | 3,218 | $739.0K | 0.11% | −617−16.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,233 | $743.0K | 0.04% | +298+10.2% | Added |
| Centiva Capital, LP | 3,289 | $755.0K | 0.06% | +2,021+159.4% | Added |
| Exchange Capital Management, Inc. | 3,298 | $757.0K | 0.18% | −24−0.7% | Reduced |
| Community Capital Management, Inc. | 3,300 | $758.0K | 0.99% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 3,306 | $759.0K | 0.39% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,303 | $759.0K | 0.18% | +4+0.1% | Added |
| HMS Capital Management, LLC | 3,307 | $760.0K | 0.46% | −32−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,323 | $763.0K | 0.19% | −2,092−38.6% | Reduced |
| Park Avenue Securities LLC | 3,325 | $764.0K | 0.02% | +258+8.4% | Added |
| Argent Trust Co | 3,339 | $766.0K | 0.06% | +43+1.3% | Added |
| Parallel Advisors, LLC | 3,374 | $775.0K | 0.04% | −94−2.7% | Reduced |
| Gilbert & Cook, Inc. | 3,269 | $782.0K | 0.17% | +79+2.5% | Added |
| Wealth Advisors, Inc. | 3,450 | $792.0K | 0.40% | −50−1.4% | Reduced |
| SFMG, LLC | 3,569 | $797.0K | 0.09% | +2+0.1% | Added |
| Platform Technology Partners | 3,504 | $805.0K | 0.46% | +126+3.7% | Added |
| Caisse de Depot Et Placement du Quebec | 3,527 | $810.0K | 0.00% | +3,527 | New |
| Raab & Moskowitz Asset Management LLC | 3,544 | $813.0K | 0.34% | −5−0.1% | Reduced |
| Pitcairn Co | 3,573 | $821.0K | 0.09% | +46+1.3% | Added |
| Laraway Financial Inc | 3,620 | $830.0K | 0.93% | 00.0% | Unchanged |
| Intrust Bank NA | 3,624 | $832.0K | 0.13% | +282+8.4% | Added |
| Parsons Capital Management Inc | 3,637 | $835.0K | 0.07% | +68+1.9% | Added |
| Seelaus Asset Management LLC | 3,650 | $838.0K | 0.67% | +2,625+256.1% | Added |
| Siemens Fonds Invest GmbH | 3,675 | $844.0K | 0.10% | −117−3.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,675 | $844.0K | 0.38% | +110+3.1% | Added |
| Eads & Heald Wealth Management | 3,678 | $845.0K | 0.48% | −95−2.5% | Reduced |
| Forum Financial Management, LP | 3,698 | $849.0K | 0.04% | −1,160−23.9% | Reduced |
| Meridian Financial Partners LLC | 3,841 | $853.0K | 1.21% | −11−0.3% | Reduced |
| Essex Financial Services, Inc. | 3,721 | $855.0K | 0.10% | +32+0.9% | Added |
| Achmea Investment Management B.V. | 3,727 | $856.0K | 0.03% | −4,211−53.0% | Reduced |
| Diamant Asset Management, Inc. | 3,725 | $856.0K | 0.83% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,745 | $860.0K | 0.82% | −55−1.4% | Reduced |
| Group One Trading, L.P. | 3,804 | $874.0K | 0.03% | −1,687−30.7% | Reduced |
| Simplex Trading, LLC | 3,821 | $877.0K | 0.03% | −1,887−33.1% | Reduced |
| Glenmede Trust Co NA | 3,823 | $877.0K | 0.01% | +945+32.8% | Added |
| Prentice Wealth Management LLC | 3,861 | $890.0K | 0.49% | −83−2.1% | Reduced |
| Delta Financial Advisors LLC | 3,888 | $893.0K | 0.47% | +2+0.1% | Added |
| LVW Advisors, LLC | 3,900 | $896.0K | 0.20% | +39+1.0% | Added |
| Metis Global Partners, LLC | 3,946 | $906.0K | 0.15% | −157−3.8% | Reduced |
| ELCO Management Co., LLC | 3,946 | $906.0K | 0.72% | +3+0.1% | Added |
| Bessemer Group Inc | 3,975 | $913.0K | 0.00% | −4,739−54.4% | Reduced |
| Scott Investment Partners LLP | 4,000 | $919.0K | 2.47% | −20,400−83.6% | Reduced |
| Financial Advocates Investment Management | 6,435 | $922.0K | 0.08% | +4,412+218.1% | Added |
| Cumberland Partners Ltd | 4,035 | $927.0K | 0.10% | +4,035 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,038 | $928.0K | 0.01% | −177−4.2% | Reduced |
| Unigestion Holding SA | 3,975 | $929.0K | 0.05% | +3,975 | New |
| Boston Private Wealth LLC | 4,056 | $931.0K | 0.01% | +768+23.4% | Added |
| Waterfront Wealth Inc. | 3,887 | $933.0K | 0.35% | +579+17.5% | Added |
| Ameritas Advisory Services, LLC | 4,102 | $942.0K | 0.06% | +127+3.2% | Added |
| ICA Group Wealth Management, LLC | 4,131 | $949.0K | 0.20% | +24+0.6% | Added |
| MidWestOne Financial Group, Inc. | 4,131 | $949.0K | 0.24% | +19+0.5% | Added |
| Stableford Capital II LLC | 4,301 | $968.0K | 0.47% | −11−0.3% | Reduced |
| CenterStar Asset Management, LLC | – | $968.0K | 1.70% | – | New |
| Clearstead Advisors, LLC | 4,228 | $971.0K | 0.09% | +2,181+106.5% | Added |
| Spire Wealth Management | 4,277 | $982.0K | 0.06% | −710−14.2% | Reduced |
| Dana Investment Advisors, Inc. | 4,278 | $983.0K | 0.06% | −632−12.9% | Reduced |
| Ballast, Inc. | 4,283 | $983.0K | 0.48% | −82−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,278 | $983.0K | 0.09% | +77+1.8% | Added |
| 17 Capital Partners, LLC | 4,288 | $985.0K | 1.35% | −11−0.3% | Reduced |
| Spouting Rock Asset Management, LLC | 4,339 | $997.0K | 0.77% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,338 | $997.0K | 0.06% | +266+6.5% | Added |
| Segall Bryant & Hamill, LLC | 4,348 | $998.0K | 0.01% | +62+1.4% | Added |
| Venture Visionary Partners LLC | 4,350 | $999.0K | 0.08% | +23+0.5% | Added |
| Herold Advisors, Inc. | 4,375 | $1.00M | 0.49% | 00.0% | Unchanged |