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 |
|---|---|---|---|---|---|
| Tru Independence Asset Management 2, LLC | 1,279 | $294.0K | 0.31% | +1,279 | New |
| Highland Capital Management, LLC | 1,275 | $293.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,276 | $293.0K | 0.01% | +41+3.3% | Added |
| North Star Investment Management Corp. | 1,266 | $291.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,268 | $291.0K | 0.04% | +376+42.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,260 | $289.0K | 0.20% | +241+23.7% | Added |
| Flagship Harbor Advisors, LLC | 1,252 | $288.0K | 0.03% | +3+0.2% | Added |
| Kraematon Investment Advisors, Inc | 1,247 | $286.0K | 0.37% | +1+0.1% | Added |
| ICW Investment Advisors LLC | 1,245 | $286.0K | 0.19% | +5+0.4% | Added |
| AdvisorNet Financial, Inc | 1,241 | $285.0K | 0.03% | −177−12.5% | Reduced |
| Pendal Group Limited | 1,240 | $285.0K | 0.00% | −75−5.7% | Reduced |
| Investors Asset Management of Georgia Inc | 1,238 | $284.0K | 0.15% | −19−1.5% | Reduced |
| Hills Bank & Trust Co | 1,238 | $284.0K | 0.04% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,238 | $284.0K | 0.10% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,231 | $283.0K | 0.26% | −831−40.3% | Reduced |
| Financial Advisory Service, Inc. | 1,234 | $283.0K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 1,226 | $282.0K | 0.07% | −10,227−89.3% | Reduced |
| Rise Advisors, LLC | 1,228 | $282.0K | 0.23% | +24+2.0% | Added |
| Robertson Stephens Wealth Management, LLC | 1,226 | $281.0K | 0.03% | −6−0.5% | Reduced |
| M&R Capital Management Inc | 1,225 | $281.0K | 0.08% | +200+19.5% | Added |
| Bridgefront Capital, LLC | 1,204 | $277.0K | 0.28% | −549−31.3% | Reduced |
| Boston Trust Walden Corp | 1,200 | $276.0K | 0.00% | −1,000−45.5% | Reduced |
| Spirit of America Management Corp | 1,200 | $276.0K | 0.07% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,198 | $275.0K | 0.16% | −8−0.7% | Reduced |
| Intrua Financial, LLC | 1,195 | $275.0K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,194 | $274.0K | 0.01% | +1,194 | New |
| CCG Wealth Management, LLC | 1,188 | $273.0K | 0.17% | +37+3.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,187 | $271.0K | 0.02% | −104−8.1% | Reduced |
| Vectors Research Management, LLC | 1,178 | $271.0K | 0.08% | −95−7.5% | Reduced |
| HNP Capital LLC | 1,178 | $271.0K | 0.08% | −95−7.5% | Reduced |
| Investment Partners, Ltd. | 1,179 | $271.0K | 0.08% | +1,179 | New |
| Calton & Associates, Inc. | 1,158 | $266.0K | 0.15% | −77−6.2% | Reduced |
| Wade G W & Inc | 1,152 | $265.0K | 0.01% | −7,501−86.7% | Reduced |
| Searle & Co. | 1,150 | $264.0K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,147 | $263.0K | 0.01% | +1,147 | New |
| Private Portfolio Partners LLC | 1,136 | $261.1K | 0.07% | +1,136 | New |
| Brown Brothers Harriman & Co | 1,137 | $261.0K | 0.00% | −15−1.3% | Reduced |
| Roman Butler Fullerton & Co | 1,164 | $258.0K | 0.16% | +1+0.1% | Added |
| Hartford Funds Management Co LLC | 1,123 | $258.0K | 0.03% | +1,123 | New |
| Monarch Capital Management Inc | 1,111 | $255.0K | 0.08% | −46−4.0% | Reduced |
| Vantage Consulting Group Inc | 1,104 | $254.0K | 0.15% | +34+3.2% | Added |
| Syntax Advisors, LLC | 1,104 | $254.0K | 0.22% | +34+3.2% | Added |
| Socha Financial Group, LLC | 1,101 | $252.9K | 0.22% | +3+0.3% | Added |
| Gulf International Bank (UK) Ltd | 1,094 | $251.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,087 | $250.0K | 0.05% | +1,087 | New |
| Barry Investment Advisors, LLC | 1,083 | $249.0K | 0.09% | −24−2.2% | Reduced |
| KRS Capital Management, LLC | 1,079 | $248.0K | 0.37% | 00.0% | Unchanged |
| Alerus Financial NA | 1,077 | $247.0K | 0.02% | −28,133−96.3% | Reduced |
| Veriti Management LLC | 1,075 | $247.0K | 0.04% | −82−7.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,075 | $247.0K | 0.02% | 00.0% | Unchanged |
| Weik Capital Management | 1,070 | $246.0K | 0.12% | −250−18.9% | Reduced |
| Wexford Capital LP | 1,066 | $245.0K | 0.08% | −8,460−88.8% | Reduced |
| HB Wealth Management, LLC | 1,067 | $245.0K | 0.01% | +34+3.3% | Added |
| Lewis Capital Management, LLC | 1,063 | $244.0K | 0.37% | +36+3.5% | Added |
| Balboa Wealth Partners | 1,063 | $244.0K | 0.11% | +1,063 | New |
| Shelton Wealth Management, LLC | 1,060 | $243.0K | 0.22% | +1+0.1% | Added |
| Knuff & Co LLC | 1,055 | $242.0K | 0.11% | +33+3.2% | Added |
| Goodwin Daniel L | 1,048 | $241.0K | 0.14% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,050 | $241.0K | 0.04% | +125+13.5% | Added |
| Arvest Trust Co N A | 1,045 | $240.0K | 0.02% | +42+4.2% | Added |
| 9258 Wealth Management, LLC | 1,040 | $239.0K | 0.06% | −93−8.2% | Reduced |
| McLean Asset Management Corp | 1,075 | $239.0K | 0.09% | +1+0.1% | Added |
| Freestone Capital Holdings, LLC | 1,042 | $239.0K | 0.01% | +173+19.9% | Added |
| AlphaCore Capital LLC | 1,040 | $239.0K | 0.11% | +1,040 | New |
| Cornerstone Advisory, LLC | 1,038 | $238.0K | 0.05% | +1,038 | New |
| Successful Portfolios LLC | 1,031 | $237.0K | 0.17% | −28−2.6% | Reduced |
| Shelton Capital Management | 1,027 | $236.0K | 0.01% | −82−7.4% | Reduced |
| PFG Advisors | 1,021 | $235.0K | 0.03% | −312−23.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $235.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,022 | $235.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,018 | $234.0K | 0.03% | +1,018 | New |
| First Affirmative Financial Network | 803 | $233.0K | 0.30% | −255−24.1% | Reduced |
| Callahan Advisors, LLC | 1,015 | $233.0K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,009 | $232.0K | 0.01% | −254−20.1% | Reduced |
| Conning Inc. | 1,011 | $232.0K | 0.01% | −192−16.0% | Reduced |
| Welch Group, LLC | 1,008 | $232.0K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,009 | $232.0K | 0.17% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,006 | $231.0K | 0.11% | −855−45.9% | Reduced |
| US Financial Advisors, LLC | 1,006 | $231.0K | 0.13% | +6+0.6% | Added |
| German American Bancorp, Inc. | 1,000 | $230.0K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $230.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $230.0K | 0.13% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $230.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $230.0K | 0.07% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 1,000 | $230.0K | 0.05% | +1,000 | New |
| Cresta Advisors, Ltd. | 1,000 | $230.0K | 0.28% | +1,000 | New |
| Premier Asset Management LLC | 996 | $229.0K | 0.24% | +996 | New |
| Schneider Downs Wealth Management Advisors, LP | 992 | $228.0K | 0.07% | −10−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 992 | $227.8K | 0.02% | −9,192−90.3% | Reduced |
| Accel Wealth Management | 953 | $226.0K | 0.12% | −203−17.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,010 | $224.0K | 0.11% | +8+0.8% | Added |
| Perfromance Wealth Partners, LLC | 977 | $224.0K | 0.01% | 00.0% | Unchanged |
| Carlson Capital Management | 973 | $223.0K | 0.02% | −33−3.3% | Reduced |
| Cohen Investment Advisors LLC | 973 | $223.0K | 0.20% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 961 | $221.0K | 0.05% | +129+15.5% | Added |
| Arkadios Wealth Advisors | 959 | $220.0K | 0.03% | +39+4.2% | Added |
| Ontario Teachers Pension Plan Board | 960 | $220.0K | 0.00% | +960 | New |
| Enlightenment Research, LLC | 955 | $219.0K | 0.48% | +955 | New |
| Ossiam | 952 | $219.0K | 0.01% | +952 | New |
| V Wealth Advisors LLC | 943 | $217.0K | 0.04% | −86−8.4% | Reduced |