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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 939 | $216.0K | 0.04% | −1−0.1% | Reduced |
| Grove Bank & Trust | 937 | $215.0K | 0.05% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 924 | $212.2K | 0.15% | +3+0.3% | Added |
| Monetary Management Group Inc | 925 | $212.0K | 0.07% | 00.0% | Unchanged |
| Accuvest Global Advisors | 922 | $212.0K | 0.14% | 00.0% | Unchanged |
| Inscription Capital, LLC | 920 | $211.0K | 0.06% | −690−42.9% | Reduced |
| Modus Advisors, LLC | 918 | $211.0K | 0.11% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 917 | $211.0K | 0.19% | +21+2.3% | Added |
| Sterling Investment Counsel, LLC | 919 | $211.0K | 0.15% | +919 | New |
| First National Bank & Trust Co of Newtown | 913 | $210.0K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 911 | $209.0K | 0.02% | −1,417−60.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 902 | $207.0K | 0.01% | −699−43.7% | Reduced |
| 3D/L Capital Management, LLC | 902 | $207.0K | 0.06% | −99−9.9% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 903 | $207.0K | 0.14% | +3+0.3% | Added |
| Doyle Wealth Management | 896 | $206.0K | 0.02% | −46−4.9% | Reduced |
| ProVise Management Group, LLC | 897 | $206.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 892 | $205.0K | 0.20% | +1+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 890 | $204.0K | 0.02% | −50−5.3% | Reduced |
| Round Table Services, LLC | 878 | $202.0K | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 876 | $201.0K | 0.03% | +876 | New |
| Gladstone Institutional Advisory LLC | 870 | $200.0K | 0.02% | −107−11.0% | Reduced |
| Seaport Global Advisors, LLC | 854 | $196.0K | 0.80% | −86−9.1% | Reduced |
| Smithfield Trust Co | 840 | $194.0K | 0.01% | +104+14.1% | Added |
| Fortis Advisors, LLC | 831 | $191.0K | 0.14% | 00.0% | Unchanged |
| Tobam | 833 | $191.0K | 0.01% | +298+55.7% | Added |
| Evoke Wealth, LLC | 823 | $189.0K | 0.01% | −52−5.9% | Reduced |
| Lindbrook Capital, LLC | 819 | $188.0K | 0.03% | +95+13.1% | Added |
| Itau Unibanco Holding S.A. | 816 | $187.0K | 0.01% | −6,023−88.1% | Reduced |
| Quadrant Capital Group LLC | 797 | $183.0K | 0.02% | −16−2.0% | Reduced |
| Ellevest, Inc. | 790 | $181.0K | 0.02% | +625+378.8% | Added |
| NuWave Investment Management, LLC | 769 | $177.0K | 0.20% | +769 | New |
| Creative Financial Designs Inc | 765 | $176.0K | 0.03% | −96−11.1% | Reduced |
| Proequities, Inc. | 734 | $169.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 695 | $160.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 692 | $159.0K | 0.42% | −856−55.3% | Reduced |
| Rosenberg Matthew Hamilton | 674 | $155.0K | 0.06% | +32+5.0% | Added |
| Washington Trust Co | 655 | $151.0K | 0.01% | +250+61.7% | Added |
| Eagle Bay Advisors LLC | 619 | $142.0K | 0.09% | −34−5.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $139.0K | 0.11% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 596 | $137.0K | 0.00% | −15−2.5% | Reduced |
| Advisors Asset Management, Inc. | 592 | $136.0K | 0.00% | +112+23.3% | Added |
| City State Bank | 539 | $124.0K | 0.09% | −50−8.5% | Reduced |
| Old Second National Bank of Aurora | 532 | $122.0K | 0.04% | −74−12.2% | Reduced |
| DuPont Capital Management Corp | 528 | $121.0K | 0.01% | −3−0.6% | Reduced |
| Financial Management Professionals, Inc. | 523 | $120.0K | 0.03% | +427+444.8% | Added |
| Optimum Investment Advisors | 500 | $115.0K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $115.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $115.0K | 0.07% | +500 | New |
| Archer Investment Corp | 492 | $113.0K | 0.05% | −75−13.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 494 | $113.0K | 0.00% | +494 | New |
| Princeton Global Asset Management LLC | 485 | $111.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 476 | $111.0K | 0.00% | +60+14.4% | Added |
| Vestor Capital, LLC | 480 | $110.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 472 | $108.0K | 0.02% | +1+0.2% | Added |
| First Pacific Advisors, LP | 451 | $104.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 438 | $100.6K | 0.11% | +60+15.9% | Added |
| Key Financial Inc | 425 | $98.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 410 | $94.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 411 | $94.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 407 | $93.0K | 0.01% | −22−5.1% | Reduced |
| Worth Asset Management, LLC | 401 | $92.0K | 0.07% | +1+0.3% | Added |
| Financial Perspectives, Inc | 400 | $91.9K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 390 | $90.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 375 | $86.0K | 0.03% | +300+400.0% | Added |
| Cutler Group LP | 366 | $84.0K | 0.01% | +20+5.8% | Added |
| TSFG, LLC | 343 | $79.0K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $73.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 319 | $73.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 308 | $71.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 306 | $70.0K | 0.00% | −16,029−98.1% | Reduced |
| Hall Laurie J Trustee | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 287 | $65.0K | 0.00% | +87+43.5% | Added |
| Global Trust Asset Management, LLC | 280 | $64.0K | 0.03% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 256 | $59.0K | 0.05% | +42+19.6% | Added |
| Blume Capital Management, Inc. | 250 | $57.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 250 | $57.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $57.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $57.0K | 0.00% | +250 | New |
| Western Pacific Wealth Management, LP | 250 | $57.0K | 0.06% | +250 | New |
| Farmers & Merchants Investments Inc | 242 | $56.0K | 0.00% | −46−16.0% | Reduced |
| Albion Financial Group | 245 | $56.0K | 0.01% | −6−2.4% | Reduced |
| FourThought Financial, LLC | 243 | $56.0K | 0.01% | +15+6.6% | Added |
| Parkside Financial Bank & Trust | 220 | $50.0K | 0.02% | +5+2.3% | Added |
| Fairfield Financial Advisors, LTD | 215 | $49.4K | 0.02% | +1+0.5% | Added |
| Jones Financial Companies LLLP | 203 | $47.0K | 0.00% | +116+133.3% | Added |
| BOK Financial Private Wealth, Inc. | 197 | $45.0K | 0.00% | +197 | New |
| West Paces Advisors Inc. | 192 | $44.1K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 190 | $44.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 188 | $43.2K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 188 | $43.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 184 | $42.0K | 0.10% | −261−58.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 170 | $39.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 163 | $37.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $37.0K | 0.01% | +31+23.7% | Added |
| Glassman Wealth Services | 161 | $37.0K | 0.01% | +37+29.8% | Added |
| Oakworth Capital, Inc. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 152 | $35.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 154 | $35.0K | 0.01% | +3+2.0% | Added |
| Heritage Wealth Advisors | 150 | $34.5K | 0.00% | −80−34.8% | Reduced |