Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2022: 1,216 institutions

Value heldQ3 2022: $30.5B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Tompkins Financial Corp	150	$34.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	146	$33.0K	0.01%	−1−0.7%	Reduced
Tacita Capital Inc	145	$33.0K	0.03%	00.0%	Unchanged
Investors Research Corp	124	$32.0K	0.01%	00.0%	Unchanged
Center for Financial Planning, Inc.	135	$31.0K	0.01%	00.0%	Unchanged
Kozak & Associates, Inc.	131	$29.0K	0.02%	00.0%	Unchanged
Hanson & Doremus Investment Management	123	$28.0K	0.01%	00.0%	Unchanged
Livforsakringsbolaget Skandia, Omsesidigt	118	$27.0K	0.00%	−700−85.6%	Reduced
JNBA Financial Advisors	118	$27.0K	0.00%	+1+0.9%	Added
Capital Advisors, Ltd. LLC	119	$27.0K	0.01%	+18+17.8%	Added
Hallmark Capital Management Inc	113	$26.0K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	110	$25.0K	0.00%	+6+5.8%	Added
Wagner Wealth Management, LLC	103	$24.0K	0.02%	00.0%	Unchanged
Washington Trust Advisors, Inc.	106	$24.0K	0.00%	+1+1.0%	Added
MV Capital Management, Inc.	104	$24.0K	0.00%	+9+9.5%	Added
Endurance Wealth Management, Inc.	100	$23.0K	0.00%	00.0%	Unchanged
Wellington Shields & Co., LLC	100	$23.0K	0.01%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$23.0K	0.02%	00.0%	Unchanged
State of Wyoming	91	$21.0K	0.01%	−264−74.4%	Reduced
Hudock, Inc.	89	$20.0K	0.01%	00.0%	Unchanged
Ogorek Anthony Joseph	86	$19.0K	0.01%	00.0%	Unchanged
TCI Wealth Advisors, Inc.	83	$19.0K	0.00%	+3+3.8%	Added
Sutton Wealth Advisors Inc.	81	$18.6K	0.01%	00.0%	Unchanged
Capital Directions Investment Advisors, LLC	0	$18.0K	0.01%	−80−100.0%	Reduced
Motco	78	$18.0K	0.00%	00.0%	Unchanged
Covestor Ltd	72	$17.0K	0.02%	−21−22.6%	Reduced
IMA Wealth, Inc.	74	$17.0K	0.00%	−16−17.8%	Reduced
Baystate Wealth Management LLC	75	$17.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	73	$17.0K	0.00%	00.0%	Unchanged
First Community Trust NA	75	$17.0K	0.02%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	75	$17.0K	0.01%	00.0%	Unchanged
Beacon Capital Management, LLC	75	$17.0K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	72	$16.5K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	70	$16.0K	0.01%	−1−1.4%	Reduced
Central Bank & Trust Co	65	$15.0K	0.00%	−306−82.5%	Reduced
Seldon Capital LP	67	$15.0K	0.01%	00.0%	Unchanged
Cribstone Capital Management, LLC	60	$14.0K	0.01%	−24−28.6%	Reduced
Tilia Fiduciary Partners, Inc.	62	$14.0K	0.01%	00.0%	Unchanged
Evermay Wealth Management LLC	60	$14.0K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	59	$14.0K	0.00%	−1−1.7%	Reduced
SRS Capital Advisors, Inc.	57	$13.0K	0.00%	00.0%	Unchanged
Abound Wealth Management	55	$12.6K	0.01%	+55	New
Raffa Wealth Management, LLC	53	$12.2K	0.01%	+3+6.0%	Added
Core Alternative Capital	51	$12.0K	0.00%	−7−12.1%	Reduced
First Personal Financial Services	54	$12.0K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$12.0K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	52	$12.0K	0.00%	+1+2.0%	Added
CVA Family Office, LLC	50	$12.0K	0.00%	00.0%	Unchanged
RWM Asset Management, LLC	51	$12.0K	0.00%	00.0%	Unchanged
Castle Wealth Management LLC	52	$12.0K	0.01%	00.0%	Unchanged
Operose Advisors LLC	50	$11.0K	0.01%	+50	New
Centerpoint Advisors, LLC	44	$10.0K	0.01%	00.0%	Unchanged
Selective Wealth Management, Inc.	42	$10.0K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	43	$10.0K	0.01%	−1−2.3%	Reduced
Tyler-Stone Wealth Management	45	$10.0K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	43	$9.88K	0.01%	+43	New
American Research & Management Co.	40	$9.00K	0.00%	−35−46.7%	Reduced
Benjamin Edwards Inc	40	$9.00K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$9.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$9.00K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	39	$9.00K	0.00%	+39	New
Ten Capital Wealth Advisors, LLC	40	$9.00K	0.00%	+40	New
PSI Advisors, LLC	37	$8.00K	0.00%	−65−63.7%	Reduced
Axim Planning & Wealth	35	$8.00K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	31	$7.00K	0.01%	00.0%	Unchanged
Schubert & Co	29	$7.00K	0.01%	+11+61.1%	Added
Hexagon Capital Partners LLC	30	$7.00K	0.00%	+20+200.0%	Added
Cedar Wealth Management, LLC	28	$6.00K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	28	$6.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	24	$6.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$6.00K	0.00%	00.0%	Unchanged
New Millennium Group LLC	28	$6.00K	0.01%	00.0%	Unchanged
American National Bank	24	$6.00K	0.00%	+7+41.2%	Added
Gradient Investments LLC	24	$6.00K	0.00%	+10+71.4%	Added
Clearview Wealth Advisors LLC	23	$5.00K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$5.00K	0.01%	00.0%	Unchanged
Old North State Trust, LLC	20	$5.00K	0.00%	+20	New
BerganKDV Wealth Management, LLC	17	$4.00K	0.00%	00.0%	Unchanged
Lansing Street Advisors	18	$4.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	19	$4.00K	0.00%	+8+72.7%	Added
Atlantic Trust, LLC	19	$4.00K	0.00%	+19	New
Laffer Tengler Investments	13	$3.06K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	15	$3.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$3.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	15	$3.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	13	$3.00K	0.00%	+3+30.0%	Added
Newbridge Financial Services Group, Inc.	14	$3.00K	0.00%	+7+100.0%	Added
PFG Private Wealth Management, LLC	11	$3.00K	0.00%	+11	New
Adirondack Retirement Specialists, Inc.	15	$3.00K	0.00%	+15	New
Highline Wealth Partners LLC	13	$2.99K	0.00%	+13	New
Tortoise Investment Management, LLC	9	$2.00K	0.00%	−9−50.0%	Reduced
Sound Income Strategies, LLC	10	$2.00K	0.00%	−8−44.4%	Reduced
Larson Financial Group LLC	8	$2.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.00K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	7	$2.00K	0.00%	+7	New
Bellwether Advisors, LLC	11	$2.00K	0.00%	+11	New
Dakota Community Bank & Trust NA	8	$2.00K	0.01%	+8	New
Barrett & Company, Inc.	5	$1.16K	0.00%	+5	New
MCF Advisors LLC	6	$1.00K	0.00%	−103−94.5%	Reduced