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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 4,388 | $1.01M | 0.01% | +2,033+86.3% | Added |
| Magnolia Capital Management Ltd | 4,392 | $1.01M | 1.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,406 | $1.01M | 0.04% | −374−7.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,424 | $1.02M | 0.14% | −140−3.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,440 | $1.02M | 0.23% | −66−1.5% | Reduced |
| Bahl & Gaynor Inc | 4,447 | $1.02M | 0.01% | −295−6.2% | Reduced |
| Veritable, L.P. | 4,488 | $1.03M | 0.02% | +43+1.0% | Added |
| Rafferty Asset Management, LLC | 4,493 | $1.03M | 0.01% | +4,493 | New |
| Pictet & Cie (Europe) SA | 4,548 | $1.04M | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,579 | $1.05M | 0.12% | +17+0.4% | Added |
| Prudential PLC | 4,592 | $1.05M | 0.02% | +1,421+44.8% | Added |
| Vestcor Inc | 4,596 | $1.06M | 0.04% | +771+20.2% | Added |
| Wealth Alliance | 4,688 | $1.08M | 0.21% | +111+2.4% | Added |
| Choate Investment Advisors | 4,734 | $1.09M | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,755 | $1.09M | 0.02% | +813+20.6% | Added |
| Executive Wealth Management, LLC | 1,095 | $1.09M | 0.16% | −3,759−77.4% | Reduced |
| Haverford Financial Services, Inc. | 4,770 | $1.10M | 0.34% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,770 | $1.10M | 0.26% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,775 | $1.10M | 0.03% | +1,860+63.8% | Added |
| Brinker Capital Investments, LLC | 4,782 | $1.10M | 0.02% | −653−12.0% | Reduced |
| Toews Corp | 4,800 | $1.10M | 0.81% | −300−5.9% | Reduced |
| Caldwell Trust Co | 4,802 | $1.10M | 0.16% | −140−2.8% | Reduced |
| Keybank National Association | 4,813 | $1.10M | 0.01% | +111+2.4% | Added |
| Barden Capital Management, Inc. | 4,816 | $1.11M | 1.29% | +74+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,820 | $1.11M | 0.06% | −115−2.3% | Reduced |
| Peterson Financial Group, Inc. | 4,854 | $1.11M | 1.08% | +4,854 | New |
| Byrne Asset Management LLC | 4,879 | $1.12M | 0.86% | −45−0.9% | Reduced |
| Corient Capital Partners, LLC | 4,824 | $1.12M | 0.09% | +637+15.2% | Added |
| Gotham Asset Management, LLC | 4,901 | $1.13M | 0.03% | −3,824−43.8% | Reduced |
| Colony Group LLC | 4,917 | $1.13M | 0.02% | +646+15.1% | Added |
| Fairbanks Capital Management, Inc. | 4,967 | $1.14M | 1.06% | −60−1.2% | Reduced |
| Capital Management Associates | 5,000 | $1.15M | 1.67% | +500+11.1% | Added |
| TBH Global Asset Management, LLC | 5,019 | $1.15M | 0.30% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 5,030 | $1.16M | 0.03% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,057 | $1.16M | 0.60% | −50−1.0% | Reduced |
| Bank Hapoalim BM | 5,070 | $1.16M | 0.15% | −1,320−20.7% | Reduced |
| Toroso Investments, LLC | 5,102 | $1.17M | 0.05% | +244+5.0% | Added |
| Crossmark Global Holdings, Inc. | 5,122 | $1.18M | 0.03% | −289−5.3% | Reduced |
| Fiduciary Trust Co | 5,152 | $1.18M | 0.03% | +51+1.0% | Added |
| Peak Financial Advisors LLC | 5,159 | $1.19M | 1.46% | −153−2.9% | Reduced |
| Brown Advisory Inc | 5,199 | $1.19M | 0.00% | +1,603+44.6% | Added |
| MAI Capital Management | 5,228 | $1.20M | 0.02% | −744−12.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,227 | $1.20M | 1.70% | +184+3.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,245 | $1.21M | 0.07% | +40+0.8% | Added |
| Teza Capital Management LLC | 5,256 | $1.21M | 0.25% | +1,325+33.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,287 | $1.21M | 0.01% | +45+0.9% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.22M | 0.88% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,308 | $1.22M | 0.02% | +3,469+188.6% | Added |
| Comerica Securities,inc. | 5,312 | $1.22M | 0.10% | +77+1.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 5,321 | $1.22M | 0.84% | −5,469−50.7% | Reduced |
| Arrow Financial Corp | 5,339 | $1.23M | 0.18% | −88−1.6% | Reduced |
| Cambria Investment Management, L.P. | 5,358 | $1.23M | 0.13% | −2,682−33.4% | Reduced |
| Advisor Partners II, LLC | 5,370 | $1.23M | 0.09% | +5,370 | New |
| Kestra Private Wealth Services, LLC | 5,376 | $1.24M | 0.07% | −2,981−35.7% | Reduced |
| Guardian Capital Advisors LP | 5,550 | $1.24M | 0.15% | +2,200+65.7% | Added |
| Pacer Advisors, Inc. | 5,440 | $1.25M | 0.01% | −34,955−86.5% | Reduced |
| Redwood Investment Management, LLC | 5,489 | $1.26M | 0.27% | +5,489 | New |
| Jacobi Capital Management LLC | 5,499 | $1.26M | 0.17% | +252+4.8% | Added |
| Virtu Financial LLC | 5,505 | $1.26M | 0.12% | −2,665−32.6% | Reduced |
| Trust Investment Advisors | 5,511 | $1.27M | 1.32% | −30−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 5,528 | $1.27M | 0.02% | −12,776−69.8% | Reduced |
| Regal Investment Advisors LLC | 5,558 | $1.28M | 0.14% | −49−0.9% | Reduced |
| Aberdeen Wealth Management LLC | 5,655 | $1.30M | 1.14% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,677 | $1.30M | 0.63% | 00.0% | Unchanged |
| Lipe & Dalton | 5,706 | $1.31M | 0.82% | +301+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,710 | $1.31M | 0.12% | +149+2.7% | Added |
| Independent Advisor Alliance | 5,734 | $1.32M | 0.08% | +36+0.6% | Added |
| Ancora Advisors, LLC | 5,746 | $1.32M | 0.04% | +376+7.0% | Added |
| Western Wealth Management, LLC | 5,563 | $1.33M | 0.08% | +716+14.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 5,720 | $1.34M | 1.10% | +922+19.2% | Added |
| Integrated Wealth Concepts LLC | 5,861 | $1.35M | 0.04% | −136−2.3% | Reduced |
| Benedict Financial Advisors Inc | 5,888 | $1.35M | 0.43% | +81+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,918 | $1.36M | 0.03% | −587−9.0% | Reduced |
| McDonald Partners LLC | 5,981 | $1.37M | 0.52% | +31+0.5% | Added |
| Miller Investment Management, LP | 6,000 | $1.38M | 0.29% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 6,019 | $1.38M | 1.51% | +14+0.2% | Added |
| Raymond James Trust N.A. | 6,028 | $1.38M | 0.05% | +425+7.6% | Added |
| Verition Fund Management LLC | 6,032 | $1.39M | 0.02% | −3,580−37.2% | Reduced |
| First Hawaiian Bank | 6,043 | $1.39M | 0.05% | −312−4.9% | Reduced |
| Bryn Mawr Trust Co | 6,100 | $1.40M | 0.07% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 6,123 | $1.41M | 0.89% | +78+1.3% | Added |
| Soros Capital Management LLC | 6,124 | $1.41M | 1.59% | −781−11.3% | Reduced |
| Guardian Capital LP | 6,183 | $1.42M | 0.05% | −442−6.7% | Reduced |
| Burns J W & Co Inc | 6,206 | $1.43M | 0.28% | +43+0.7% | Added |
| Garner Asset Management Corp | 6,312 | $1.45M | 0.77% | −1,286−16.9% | Reduced |
| Sante Capital Fund, LP | 6,332 | $1.45M | 2.97% | +6,332 | New |
| Lee Danner & Bass Inc | 6,374 | $1.46M | 0.15% | +63+1.0% | Added |
| SWS Partners | 6,439 | $1.48M | 0.69% | +37+0.6% | Added |
| Aevitas Wealth Management, Inc. | 6,470 | $1.49M | 1.12% | +9+0.1% | Added |
| Oppenheimer & Co Inc | 6,626 | $1.52M | 0.04% | −106−1.6% | Reduced |
| Quantinno Capital Management LP | 6,644 | $1.53M | 0.20% | +5,360+417.4% | Added |
| Ethic Inc. | 6,719 | $1.54M | 0.10% | +832+14.1% | Added |
| Regentatlantic Capital LLC | 6,712 | $1.54M | 0.05% | −244−3.5% | Reduced |
| LaFleur & Godfrey LLC | 6,752 | $1.55M | 0.28% | −172−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,756 | $1.55M | 0.03% | −52−0.8% | Reduced |
| BDO Wealth Advisors, LLC | 6,901 | $1.58M | 0.21% | −267−3.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,908 | $1.59M | 0.17% | −95−1.4% | Reduced |
| Wambolt & Associates, LLC | 6,962 | $1.60M | 0.68% | −72−1.0% | Reduced |
| Marco Investment Management LLC | 6,971 | $1.60M | 0.20% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,999 | $1.61M | 0.06% | +126+1.8% | Added |