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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 13,029 | $2.99M | 0.09% | −243−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,038 | $3.00M | 0.01% | −17,331−57.1% | Reduced |
| Herbst Group, LLC | 13,092 | $3.01M | 2.47% | +100+0.8% | Added |
| Narwhal Capital Management | 13,191 | $3.03M | 0.44% | +345+2.7% | Added |
| Strategic Wealth Partners, Ltd. | 13,246 | $3.04M | 0.65% | +35+0.3% | Added |
| Intellectus Partners, LLC | 13,284 | $3.05M | 1.09% | +902+7.3% | Added |
| Univest Financial Corp | 13,304 | $3.06M | 1.00% | −1,633−10.9% | Reduced |
| Legacy CG, LLC | 13,535 | $3.11M | 2.05% | +4,929+57.3% | Added |
| Cypress Asset Management Inc | 13,674 | $3.14M | 1.20% | −20−0.1% | Reduced |
| Commerce Bank | 13,905 | $3.19M | 0.03% | +55+0.4% | Added |
| Bank of Nova Scotia | 13,955 | $3.21M | 0.01% | −275−1.9% | Reduced |
| Linscomb & Williams, Inc. | 13,988 | $3.21M | 0.20% | +318+2.3% | Added |
| National Bank of Canada | 13,977 | $3.23M | 0.02% | +1,647+13.4% | Added |
| Hohimer Wealth Management, LLC | 14,361 | $3.30M | 1.06% | +158+1.1% | Added |
| Synovus Financial Corp | 14,394 | $3.30M | 0.04% | −341−2.3% | Reduced |
| Fulton Bank, N.A. | 14,386 | $3.30M | 0.20% | +642+4.7% | Added |
| Private Trust Co NA | 11,407 | $3.34M | 0.54% | −67−0.6% | Reduced |
| IFP Advisors, Inc | 14,943 | $3.35M | 0.10% | +745+5.2% | Added |
| Norinchukin Bank, The | 14,562 | $3.35M | 0.07% | +1,882+14.8% | Added |
| Sand Hill Global Advisors, LLC | 14,595 | $3.35M | 0.21% | −498−3.3% | Reduced |
| Cetera Investment Advisers | 14,628 | $3.36M | 0.07% | −2,311−13.6% | Reduced |
| Armstrong Shaw Associates Inc | 14,644 | $3.36M | 3.61% | −189−1.3% | Reduced |
| Hudson Bay Capital Management LP | 14,700 | $3.38M | 0.04% | +14,700 | New |
| TriaGen Wealth Management LLC | 14,752 | $3.39M | 1.87% | +7,884+114.8% | Added |
| Beck Capital Management, LLC | 14,759 | $3.39M | 1.45% | −9−0.1% | Reduced |
| Hoylecohen, LLC | 14,816 | $3.40M | 0.37% | −529−3.4% | Reduced |
| Patton Albertson Miller Group, LLC | 15,079 | $3.46M | 0.74% | +471+3.2% | Added |
| Beecher Investors Inc | 15,158 | $3.48M | 5.72% | −5,000−24.8% | Reduced |
| Assetmark, Inc | 15,194 | $3.49M | 0.02% | +4,058+36.4% | Added |
| Panagora Asset Management Inc | 15,274 | $3.51M | 0.02% | +947+6.6% | Added |
| Valeo Financial Advisors, LLC | 29,854 | $3.54M | 0.23% | +14,895+99.6% | Added |
| Allianz Asset Management GmbH | 15,405 | $3.54M | 0.01% | +2,074+15.6% | Added |
| Catalyst Capital Advisors LLC | 15,500 | $3.56M | 0.13% | +15,500 | New |
| Xponance, Inc. | 15,538 | $3.57M | 0.07% | +2,325+17.6% | Added |
| Burney Co | 15,586 | $3.58M | 0.20% | +50.0% | Added |
| Westpac Banking Corp | 15,600 | $3.58M | 0.05% | 00.0% | Unchanged |
| Parkside Investments, LLC | 15,645 | $3.59M | 0.77% | −25−0.2% | Reduced |
| River Wealth Advisors LLC | 15,666 | $3.60M | 0.78% | −1,474−8.6% | Reduced |
| Cerity Partners LLC | 15,996 | $3.67M | 0.04% | +28+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 16,091 | $3.70M | 0.07% | +3,247+25.3% | Added |
| APG Asset Management N.V. | 15,764 | $3.70M | 0.01% | +9,600+155.7% | Added |
| Andra AP-fonden | 16,100 | $3.70M | 0.12% | −2,700−14.4% | Reduced |
| British Columbia Investment Management Corp | 16,108 | $3.70M | 0.04% | −2,969−15.6% | Reduced |
| Atria Investments LLC | 16,194 | $3.72M | 0.08% | +1,186+7.9% | Added |
| Investment House LLC | 16,217 | $3.73M | 0.35% | +780+5.1% | Added |
| MML Investors Services, LLC | 16,326 | $3.75M | 0.03% | +470+3.0% | Added |
| Valley National Advisers Inc | 16,591 | $3.76M | 0.78% | −432−2.5% | Reduced |
| Captrust Financial Advisors | 16,482 | $3.79M | 0.02% | +3,445+26.4% | Added |
| Oak Asset Management, LLC | 16,494 | $3.79M | 1.84% | +16,494 | New |
| Kavar Capital Partners Group, LLC | 16,675 | $3.83M | 0.98% | −94−0.6% | Reduced |
| First Manhattan Co | 16,723 | $3.84M | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,743 | $3.85M | 0.09% | +199+1.2% | Added |
| Sona Asset Management (US) LLC | 16,900 | $3.88M | 2.30% | +16,900 | New |
| Teamwork Financial Advisors, LLC | 16,939 | $3.89M | 0.84% | +5,546+48.7% | Added |
| Hedeker Wealth, LLC | 17,080 | $3.92M | 1.53% | +599+3.6% | Added |
| Public Sector Pension Investment Board | 17,079 | $3.92M | 0.03% | +1,394+8.9% | Added |
| Rothschild & Co Asset Management US Inc. | 17,205 | $3.95M | 0.07% | −3,222−15.8% | Reduced |
| Toth Financial Advisory Corp | 17,205 | $3.95M | 0.72% | +1,625+10.4% | Added |
| Picton Mahoney Asset Management | 17,270 | $3.97M | 0.18% | −325−1.8% | Reduced |
| Acadian Asset Management LLC | 17,355 | $3.98M | 0.02% | +15,491+831.1% | Added |
| Aviance Capital Partners, LLC | 17,341 | $3.98M | 0.99% | −374−2.1% | Reduced |
| National Asset Management, Inc. | 17,435 | $4.00M | 0.12% | +1,088+6.7% | Added |
| Private Asset Management Inc | 17,447 | $4.01M | 0.71% | −10−0.1% | Reduced |
| Aigen Investment Management, LP | 17,655 | $4.05M | 0.58% | −1,332−7.0% | Reduced |
| Peddock Capital Advisors, LLC | 17,695 | $4.06M | 1.67% | −81−0.5% | Reduced |
| Hartford Investment Management Co | 17,732 | $4.07M | 0.13% | +2,127+13.6% | Added |
| Autus Asset Management, LLC | 17,925 | $4.12M | 0.79% | +46+0.3% | Added |
| Providence Capital Advisors, LLC | 18,057 | $4.15M | 1.24% | −248−1.4% | Reduced |
| Resources Management Corp | 18,161 | $4.17M | 0.72% | −151−0.8% | Reduced |
| Joho Capital LLC | 18,215 | $4.18M | 1.17% | 00.0% | Unchanged |
| Citizens Business Bank | 18,231 | $4.19M | 1.02% | −375−2.0% | Reduced |
| Private Advisor Group, LLC | 18,389 | $4.22M | 0.05% | −2,113−10.3% | Reduced |
| Bogart Wealth, LLC | 18,389 | $4.22M | 0.35% | +2,009+12.3% | Added |
| Trust Co of Vermont | 18,446 | $4.24M | 0.34% | −52−0.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 18,481 | $4.25M | 1.13% | +226+1.2% | Added |
| Czech National Bank | 18,516 | $4.25M | 0.12% | +18,516 | New |
| Cetera Advisor Networks LLC | 18,772 | $4.31M | 0.05% | +118+0.6% | Added |
| Hantz Financial Services, Inc. | 18,879 | $4.34M | 0.15% | −166−0.9% | Reduced |
| HGK Asset Management Inc | 18,970 | $4.36M | 1.62% | −2,318−10.9% | Reduced |
| St Germain D J Co Inc | 18,746 | $4.37M | 0.29% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 19,029 | $4.37M | 2.83% | −13,610−41.7% | Reduced |
| Camden National Bank | 19,096 | $4.39M | 0.98% | +19,096 | New |
| Bailard, Inc. | 19,114 | $4.39M | 0.18% | −80−0.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 19,160 | $4.40M | 1.59% | −391−2.0% | Reduced |
| Nissay Asset Management Corp | 19,313 | $4.44M | 0.05% | +532+2.8% | Added |
| CSS LLC | 14,710 | $4.47M | 0.26% | +5,947+67.9% | Added |
| Financial Counselors Inc | 19,946 | $4.58M | 0.11% | +822+4.3% | Added |
| Alpha Omega Wealth Management LLC | 20,292 | $4.66M | 0.89% | −747−3.6% | Reduced |
| HBW Advisory Services LLC | 20,412 | $4.69M | 1.31% | +168+0.8% | Added |
| RNC Capital Management LLC | 20,451 | $4.70M | 0.29% | +904+4.6% | Added |
| Sandy Spring Bank | 20,504 | $4.74M | 0.30% | +260+1.3% | Added |
| Cullinan Associates Inc | 20,707 | $4.76M | 0.30% | −1,100−5.0% | Reduced |
| Scotia Capital Inc. | 20,819 | $4.78M | 0.04% | −934−4.3% | Reduced |
| Natixis | 20,992 | $4.82M | 0.02% | −1,685−7.4% | Reduced |
| Alberta Investment Management Corp | 21,030 | $4.83M | 0.04% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 21,127 | $4.85M | 0.12% | −29,794−58.5% | Reduced |
| Oliver Luxxe Assets LLC | 21,294 | $4.89M | 1.53% | +11,457+116.5% | Added |
| Oak Ridge Investments LLC | 21,411 | $4.92M | 0.75% | +18,164+559.4% | Added |
| Redwood Investments, LLC | 21,421 | $4.92M | 0.66% | −587−2.7% | Reduced |
| Townsend Asset Management Corp | 21,485 | $4.93M | 2.78% | +14+0.1% | Added |