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; 1,038 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 47,420 | $10.9M | 0.08% | +15,472+48.4% | Added |
| Grassi Investment Management | 47,324 | $10.9M | 1.60% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,429 | $10.8M | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 46,867 | $10.8M | 0.37% | +1,216+2.7% | Added |
| Exencial Wealth Advisors, LLC | 46,186 | $10.6M | 0.64% | +1,826+4.1% | Added |
| Cullen/Frost Bankers, Inc. | 45,796 | $10.5M | 0.24% | −151−0.3% | Reduced |
| Cohen Capital Management, Inc. | 45,379 | $10.4M | 2.30% | −773−1.7% | Reduced |
| Bokf, NA | 45,059 | $10.3M | 0.21% | +45,059 | New |
| Canandaigua National Corp | 43,827 | $10.3M | 1.83% | +14,273+48.3% | Added |
| Arizona State Retirement System | 44,243 | $10.2M | 0.11% | −843−1.9% | Reduced |
| State of Michigan Retirement System | 43,158 | $9.91M | 0.07% | −800−1.8% | Reduced |
| Massmutual Trust Co FSB | 42,900 | $9.85M | 0.45% | +1,042+2.5% | Added |
| Bridgecreek Investment Management, LLC | 42,550 | $9.77M | 2.09% | +120+0.3% | Added |
| First National Trust Co | 42,360 | $9.73M | 0.57% | −14,042−24.9% | Reduced |
| MetLife Investment Management | 42,131 | $9.68M | 0.08% | −1,549−3.5% | Reduced |
| Capital International Inc | 41,949 | $9.63M | 0.22% | −89,257−68.0% | Reduced |
| American International Group, Inc. | 41,722 | $9.58M | 0.07% | −1,938−4.4% | Reduced |
| Wesbanco Bank Inc | 41,533 | $9.54M | 0.64% | −31,805−43.4% | Reduced |
| Amalgamated Bank | 41,477 | $9.53M | 0.09% | +59+0.1% | Added |
| WealthPlan Investment Management, LLC | 38,619 | $9.53M | 0.70% | +38,619 | New |
| Moors & Cabot, Inc. | 40,900 | $9.39M | 0.72% | −467−1.1% | Reduced |
| Lido Advisors, LLC | 40,243 | $9.24M | 0.19% | −736−1.8% | Reduced |
| Advisors Capital Management, LLC | 37,617 | $9.20M | 0.25% | +1,782+5.0% | Added |
| Truist Financial Corp | 39,876 | $9.16M | 0.02% | +981+2.5% | Added |
| Cornerstone Capital, Inc. | 39,810 | $9.14M | 1.28% | +550+1.4% | Added |
| Washington Trust Bank | 39,607 | $9.10M | 1.16% | −378−0.9% | Reduced |
| BTR Capital Management Inc | 38,660 | $8.88M | 1.39% | +161+0.4% | Added |
| Dillon & Associates Inc | 37,825 | $8.70M | 2.02% | +3,187+9.2% | Added |
| Salem Investment Counselors Inc | 37,797 | $8.68M | 0.40% | +1,927+5.4% | Added |
| AE Wealth Management LLC | 37,608 | $8.64M | 0.07% | +23,597+168.4% | Added |
| TD Waterhouse Canada Inc. | 32,771 | $8.63M | 0.10% | +2,521+8.3% | Added |
| Calamos Wealth Management LLC | 37,439 | $8.60M | 0.74% | +1,326+3.7% | Added |
| AXA S.A. | 36,690 | $8.43M | 0.03% | +20,439+125.8% | Added |
| Mutual of America Capital Management LLC | 36,688 | $8.43M | 0.11% | −141−0.4% | Reduced |
| Standard Life Aberdeen plc | 36,552 | $8.40M | 0.02% | −459−1.2% | Reduced |
| Infusive Asset Management Inc. | 36,528 | $8.39M | 6.36% | −34,999−48.9% | Reduced |
| USS Investment Management Ltd | 36,441 | $8.37M | 0.13% | −11,140−23.4% | Reduced |
| CIBC World Markets Inc. | 36,373 | $8.35M | 0.04% | −70.0% | Reduced |
| Cinctive Capital Management LP | 36,264 | $8.33M | 0.38% | +36,264 | New |
| Copeland Capital Management, LLC | 35,676 | $8.19M | 0.27% | −1,627−4.4% | Reduced |
| Stonebridge Capital Advisors LLC | 35,337 | $8.12M | 1.04% | −146−0.4% | Reduced |
| Jacobs & Co | 34,767 | $7.99M | 1.15% | −553−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 34,700 | $7.97M | 0.03% | −5,047−12.7% | Reduced |
| BancorpSouth Bank | 34,326 | $7.88M | 0.82% | +5,190+17.8% | Added |
| Roffman Miller Associates Inc | 34,204 | $7.86M | 0.72% | −414−1.2% | Reduced |
| Mariner, LLC | 33,687 | $7.74M | 0.03% | +3,002+9.8% | Added |
| Industrial Alliance Investment Management Inc. | 33,381 | $7.67M | 0.23% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 33,300 | $7.65M | 0.09% | +33,300 | New |
| Landscape Capital Management, L.L.C. | 33,072 | $7.60M | 0.99% | +33,072 | New |
| Logan Capital Management Inc | 32,958 | $7.57M | 0.45% | −276−0.8% | Reduced |
| CCM Investment Advisers LLC | 32,952 | $7.57M | 1.29% | +2,988+10.0% | Added |
| Snowden Capital Advisors LLC | 32,477 | $7.46M | 0.34% | +88+0.3% | Added |
| Winton Group Ltd | 32,182 | $7.39M | 0.48% | +23,554+273.0% | Added |
| Peapack Gladstone Financial Corp | 31,235 | $7.17M | 0.15% | +7,263+30.3% | Added |
| Pinnacle Associates Ltd | 30,982 | $7.12M | 0.16% | −1,595−4.9% | Reduced |
| Empire Life Investments Inc. | 30,584 | $7.03M | 0.53% | +856+2.9% | Added |
| 2Xideas AG | 30,562 | $7.02M | 0.74% | −14,086−31.5% | Reduced |
| Blair William & Co | 30,172 | $6.93M | 0.03% | +3,484+13.1% | Added |
| Chartwell Investment Partners, LLC | 30,135 | $6.92M | 0.29% | +3,027+11.2% | Added |
| Primecap Management Co | 30,100 | $6.91M | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 29,940 | $6.88M | 0.05% | +1,158+4.0% | Added |
| First American Bank | 29,845 | $6.85M | 0.72% | +701+2.4% | Added |
| US Bancorp | 29,833 | $6.85M | 0.01% | −1,025−3.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 28,790 | $6.79M | 1.50% | +3,509+13.9% | Added |
| Oak Harvest Investment Services | 28,855 | $6.63M | 1.77% | +942+3.4% | Added |
| Aperture Investors, LLC | 28,507 | $6.55M | 1.07% | −697−2.4% | Reduced |
| AQR Capital Management LLC | 28,444 | $6.53M | 0.02% | +8,152+40.2% | Added |
| First National Bank of Omaha | 28,321 | $6.50M | 0.43% | −1,317−4.4% | Reduced |
| IFM Investors Pty Ltd | 28,226 | $6.48M | 0.12% | +727+2.6% | Added |
| Utah Retirement Systems | 27,132 | $6.23M | 0.10% | −441−1.6% | Reduced |
| Legacy Private Trust Co. | 26,883 | $6.17M | 0.59% | +774+3.0% | Added |
| Forsta Ap-Fonden | 26,700 | $6.13M | 0.08% | −800−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 26,606 | $6.11M | 0.04% | −87−0.3% | Reduced |
| PFS Investments Inc. | 26,237 | $6.03M | 0.13% | −2,335−8.2% | Reduced |
| Avantax Advisory Services, Inc. | 26,236 | $6.03M | 0.09% | +1,269+5.1% | Added |
| Telemus Capital, LLC | 26,037 | $5.98M | 0.61% | −255−1.0% | Reduced |
| L & S Advisors Inc | 25,789 | $5.92M | 1.04% | +445+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 25,745 | $5.91M | 0.13% | −161−0.6% | Reduced |
| Bartlett & Co. LLC | 25,745 | $5.91M | 0.13% | −161−0.6% | Reduced |
| Jump Financial, LLC | 25,521 | $5.86M | 0.23% | +25,521 | New |
| WealthBridge Investment Counsel Inc. | 25,295 | $5.81M | 3.06% | +280+1.1% | Added |
| Brookfield Asset Management Inc. | 25,251 | $5.80M | 0.02% | +11,915+89.3% | Added |
| DekaBank Deutsche Girozentrale | 24,788 | $5.76M | 0.02% | +807+3.4% | Added |
| Kovitz Investment Group Partners, LLC | 25,027 | $5.75M | 0.13% | −82−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,016 | $5.75M | 0.03% | +731+3.0% | Added |
| Cypress Capital Management LLC | 24,944 | $5.73M | 1.06% | −230−0.9% | Reduced |
| Yousif Capital Management, LLC | 24,830 | $5.70M | 0.08% | −224−0.9% | Reduced |
| Pacific Global Investment Management CO | 24,739 | $5.68M | 1.38% | +825+3.4% | Added |
| Stonnington Group, LLC | 25,439 | $5.68M | 1.60% | +1,614+6.8% | Added |
| Banque Pictet & Cie SA | 24,607 | $5.65M | 0.06% | −1,067−4.2% | Reduced |
| Girard Partners Ltd. | 24,532 | $5.63M | 0.75% | −5,661−18.7% | Reduced |
| Guggenheim Capital LLC | 24,350 | $5.59M | 0.05% | −14,938−38.0% | Reduced |
| Ninety One UK Ltd | 24,289 | $5.58M | 0.02% | −246,629−91.0% | Reduced |
| MMBG Investment Advisors Co. | 24,259 | $5.57M | 0.75% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 24,099 | $5.54M | 1.56% | −192−0.8% | Reduced |
| NS Partners Ltd | 24,039 | $5.52M | 0.36% | +1,109+4.8% | Added |
| Tower Bridge Advisors | 23,682 | $5.44M | 0.48% | +82+0.3% | Added |
| Comerica Bank | 23,426 | $5.38M | 0.05% | +524+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,305 | $5.35M | 0.05% | −393−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 22,902 | $5.26M | 0.40% | +3,501+18.0% | Added |