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 |
|---|---|---|---|---|---|
| JustInvest LLC | 7,007 | $1.61M | 0.07% | +337+5.1% | Added |
| Pflug Koory, LLC | 7,031 | $1.61M | 0.98% | −708−9.1% | Reduced |
| Umb Bank N A | 7,056 | $1.62M | 0.03% | −10.0% | Reduced |
| Seeyond | 7,074 | $1.62M | 0.20% | −11,112−61.1% | Reduced |
| Cross Staff Investments Inc | 7,096 | $1.63M | 1.83% | +10.0% | Added |
| Intech Investment Management LLC | 7,112 | $1.63M | 0.01% | −720−9.2% | Reduced |
| Zevenbergen Capital Investments LLC | 7,135 | $1.64M | 0.05% | +505+7.6% | Added |
| American Portfolios Advisors | 7,155 | $1.64M | 0.07% | −570−7.4% | Reduced |
| Great Lakes Advisors, LLC | 7,173 | $1.65M | 0.04% | −15−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 7,191 | $1.65M | 0.06% | +650+9.9% | Added |
| BKD Wealth Advisors, LLC | 7,206 | $1.66M | 0.07% | +695+10.7% | Added |
| Hoertkorn Richard Charles | 7,300 | $1.68M | 0.96% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 7,356 | $1.69M | 0.55% | −129−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,396 | $1.70M | 0.17% | +1,010+15.8% | Added |
| Audent Global Asset Management, LLC | 7,424 | $1.71M | 2.32% | −50−0.7% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.72M | 1.14% | 00.0% | Unchanged |
| Condor Capital Management | 7,483 | $1.72M | 0.22% | +209+2.9% | Added |
| Oppenheimer Asset Management Inc. | 7,505 | $1.72M | 0.03% | −565−7.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.74M | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,601 | $1.75M | 0.09% | +117+1.6% | Added |
| Pathstone Family Office, LLC | 7,614 | $1.75M | 0.03% | +1,434+23.2% | Added |
| Philadelphia Trust Co | 7,627 | $1.75M | 0.20% | +7,627 | New |
| Hudson Canyon Capital Management | 7,675 | $1.76M | 1.75% | 00.0% | Unchanged |
| Allstate Corp | 7,711 | $1.77M | 0.05% | −27−0.3% | Reduced |
| Moody National Bank Trust Division | 7,736 | $1.78M | 0.18% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7,783 | $1.79M | 0.26% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 7,845 | $1.80M | 0.56% | +380+5.1% | Added |
| West Oak Capital, LLC | 7,973 | $1.83M | 0.99% | −330−4.0% | Reduced |
| Triangle Securities Wealth Management | 8,071 | $1.85M | 0.76% | −60−0.7% | Reduced |
| Baldwin Investment Management, LLC | 8,095 | $1.86M | 0.72% | +66+0.8% | Added |
| Silvercrest Asset Management Group LLC | 8,114 | $1.86M | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,130 | $1.87M | 0.09% | +247+3.1% | Added |
| Ziegler Capital Management, LLC | 8,172 | $1.88M | 0.08% | −2,117−20.6% | Reduced |
| New Mexico Educational Retirement Board | 8,321 | $1.91M | 0.10% | −800−8.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,349 | $1.92M | 2.22% | −500−5.7% | Reduced |
| Fernwood Investment Management, LLC | 8,378 | $1.92M | 0.81% | −10.0% | Reduced |
| We Are One Seven, LLC | 7,511 | $1.95M | 0.19% | +282+3.9% | Added |
| HCR Wealth Advisors | 8,646 | $1.99M | 0.42% | −242−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 8,732 | $2.01M | 0.15% | +331+3.9% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.01M | 0.05% | +1,761+25.2% | Added |
| Occidental Asset Management, LLC | 8,819 | $2.03M | 0.61% | +308+3.6% | Added |
| Archon Partners LLC | 8,900 | $2.04M | 0.39% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,952 | $2.06M | 0.00% | −290−3.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,048 | $2.08M | 0.05% | −51−0.6% | Reduced |
| GWM Advisors LLC | 9,188 | $2.11M | 0.03% | +634+7.4% | Added |
| Northstar Asset Management LLC | 9,248 | $2.12M | 0.71% | −75−0.8% | Reduced |
| Capital Analysts, LLC | 9,278 | $2.13M | 0.15% | −59−0.6% | Reduced |
| Griffin Asset Management, Inc. | 9,276 | $2.13M | 0.35% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 9,320 | $2.14M | 1.37% | +224+2.5% | Added |
| Coastal Investment Advisors, Inc. | 9,398 | $2.16M | 0.57% | +1,605+20.6% | Added |
| Metropolitan Life Insurance Co | 9,486 | $2.18M | 0.10% | −318−3.2% | Reduced |
| Cobblestone Capital Advisors LLC | 9,487 | $2.18M | 0.18% | +20.0% | Added |
| Belpointe Asset Management LLC | 9,524 | $2.19M | 0.15% | −137−1.4% | Reduced |
| WD Rutherford LLC | 9,555 | $2.19M | 1.76% | −155−1.6% | Reduced |
| Essex Investment Management Co LLC | 9,572 | $2.20M | 0.35% | 00.0% | Unchanged |
| HM Payson & Co | 9,589 | $2.20M | 0.06% | −563−5.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,709 | $2.23M | 0.04% | +1,039+12.0% | Added |
| Bangor Savings Bank | 9,726 | $2.23M | 0.26% | +140+1.5% | Added |
| Xcel Wealth Management, LLC | 9,809 | $2.25M | 0.84% | −125−1.3% | Reduced |
| EULAV Asset Management | 10,000 | $2.30M | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,081 | $2.32M | 0.12% | −51−0.5% | Reduced |
| Louisiana State Employees Retirement System | 10,200 | $2.34M | 0.07% | −100−1.0% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.37M | 0.77% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.38M | 1.45% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,346 | $2.38M | 0.04% | −2,868−21.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 10,235 | $2.39M | 0.37% | +60+0.6% | Added |
| Robbins Farley LLC | 10,433 | $2.40M | 1.97% | −254−2.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,517 | $2.42M | 0.12% | −431−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,559 | $2.42M | 0.07% | −578−5.2% | Reduced |
| Mercer Global Advisors Inc | 10,564 | $2.43M | 0.01% | +383+3.8% | Added |
| Advisory Services Network, LLC | 10,621 | $2.44M | 0.09% | +198+1.9% | Added |
| Vista Investment Management | 10,732 | $2.46M | 1.52% | −37−0.3% | Reduced |
| Jefferies Group LLC | 10,827 | $2.49M | 0.07% | −8,673−44.5% | Reduced |
| Ar Asset Management Inc | 10,875 | $2.50M | 0.75% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 11,014 | $2.53M | 0.02% | +65+0.6% | Added |
| Level Four Advisory Services, LLC | 11,079 | $2.54M | 0.25% | −45−0.4% | Reduced |
| Northcape Wealth Management, LLC | 11,210 | $2.58M | 0.92% | −494−4.2% | Reduced |
| Montag A & Associates Inc | 11,252 | $2.58M | 0.18% | −6,553−36.8% | Reduced |
| Palisade Capital Management LLC | 11,460 | $2.63M | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 11,591 | $2.66M | 0.06% | 00.0% | Unchanged |
| Coastline Trust Co | 11,595 | $2.66M | 0.43% | −650−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 11,616 | $2.67M | 0.04% | −7,538−39.4% | Reduced |
| Daiwa Securities Group Inc. | 11,647 | $2.67M | 0.02% | +45+0.4% | Added |
| Tredje AP-fonden | 11,672 | $2.68M | 0.06% | −12,000−50.7% | Reduced |
| Maryland State Retirement & Pension System | 11,768 | $2.70M | 0.22% | −150−1.3% | Reduced |
| Brookstone Capital Management | 12,115 | $2.71M | 0.06% | +795+7.0% | Added |
| City Holding Co | 11,842 | $2.72M | 0.54% | −90−0.8% | Reduced |
| Storebrand Asset Management AS | 11,851 | $2.72M | 0.02% | +412+3.6% | Added |
| Cox Capital Mgt LLC | 11,880 | $2.73M | 1.98% | +361+3.1% | Added |
| Balyasny Asset Management LLC | 12,160 | $2.79M | 0.01% | −151,026−92.5% | Reduced |
| Oregon Public Employees Retirement Fund | 12,160 | $2.79M | 0.04% | −553−4.3% | Reduced |
| Elo Mutual Pension Insurance Co | 12,224 | $2.81M | 0.11% | −730−5.6% | Reduced |
| Sargent Bickham Lagudis LLC | 12,272 | $2.82M | 0.25% | −158−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 12,292 | $2.82M | 0.32% | −1,365−10.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,344 | $2.83M | 0.06% | +900+7.9% | Added |
| Kentucky Retirement Systems | 12,472 | $2.87M | 0.12% | +392+3.2% | Added |
| TownSquare Capital, LLC | 12,579 | $2.89M | 0.08% | +266+2.2% | Added |
| Walleye Trading LLC | 12,824 | $2.94M | 0.10% | +12,824 | New |
| HBK Sorce Advisory LLC | 12,937 | $2.97M | 0.20% | +12,937 | New |
| Meridian Management Co | 12,968 | $2.98M | 1.19% | +128+1.0% | Added |