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 |
|---|---|---|---|---|---|
| Addison Capital Co | 22,836 | $5.25M | 3.24% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 22,827 | $5.24M | 0.02% | +1,472+6.9% | Added |
| New York Life Investment Management LLC | 22,565 | $5.18M | 0.06% | −413−1.8% | Reduced |
| Texas Permanent School Fund | 22,544 | $5.18M | 0.08% | +1,046+4.9% | Added |
| Aviva PLC | 22,446 | $5.16M | 0.03% | −18,209−44.8% | Reduced |
| Central Trust Co | 22,157 | $5.09M | 0.17% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 22,103 | $5.08M | 0.07% | −1,265−5.4% | Reduced |
| Thrivent Financial for Lutherans | 21,841 | $5.07M | 0.01% | −3,239−12.9% | Reduced |
| Wisconsin Capital Management LLC | 22,066 | $5.07M | 3.97% | −4,064−15.6% | Reduced |
| Liberty Capital Management, Inc. | 22,005 | $5.05M | 1.89% | +39+0.2% | Added |
| Appleton Partners Inc | 22,001 | $5.05M | 0.51% | +1,079+5.2% | Added |
| Cornerstone Advisors, LLC | 22,000 | $5.05M | 0.25% | +7,000+46.7% | Added |
| Gibraltar Capital Management, Inc. | 21,984 | $5.05M | 2.59% | −462−2.1% | Reduced |
| Kestra Advisory Services, LLC | 21,756 | $5.00M | 0.05% | −3,393−13.5% | Reduced |
| ProShare Advisors LLC | 21,701 | $4.99M | 0.02% | −2,915−11.8% | Reduced |
| Townsend Asset Management Corp | 21,485 | $4.93M | 2.78% | +14+0.1% | Added |
| Redwood Investments, LLC | 21,421 | $4.92M | 0.66% | −587−2.7% | Reduced |
| Oak Ridge Investments LLC | 21,411 | $4.92M | 0.75% | +18,164+559.4% | Added |
| Oliver Luxxe Assets LLC | 21,294 | $4.89M | 1.53% | +11,457+116.5% | Added |
| Worldquant Millennium Advisors LLC | 21,127 | $4.85M | 0.12% | −29,794−58.5% | Reduced |
| Alberta Investment Management Corp | 21,030 | $4.83M | 0.04% | 00.0% | Unchanged |
| Natixis | 20,992 | $4.82M | 0.02% | −1,685−7.4% | Reduced |
| Scotia Capital Inc. | 20,819 | $4.78M | 0.04% | −934−4.3% | Reduced |
| Cullinan Associates Inc | 20,707 | $4.76M | 0.30% | −1,100−5.0% | Reduced |
| Sandy Spring Bank | 20,504 | $4.74M | 0.30% | +260+1.3% | Added |
| RNC Capital Management LLC | 20,451 | $4.70M | 0.29% | +904+4.6% | Added |
| HBW Advisory Services LLC | 20,412 | $4.69M | 1.31% | +168+0.8% | Added |
| Alpha Omega Wealth Management LLC | 20,292 | $4.66M | 0.89% | −747−3.6% | Reduced |
| Financial Counselors Inc | 19,946 | $4.58M | 0.11% | +822+4.3% | Added |
| CSS LLC | 14,710 | $4.47M | 0.26% | +5,947+67.9% | Added |
| Nissay Asset Management Corp | 19,313 | $4.44M | 0.05% | +532+2.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 19,160 | $4.40M | 1.59% | −391−2.0% | Reduced |
| Bailard, Inc. | 19,114 | $4.39M | 0.18% | −80−0.4% | Reduced |
| Camden National Bank | 19,096 | $4.39M | 0.98% | +19,096 | New |
| Boothe Investment Group, Inc. | 19,029 | $4.37M | 2.83% | −13,610−41.7% | Reduced |
| St Germain D J Co Inc | 18,746 | $4.37M | 0.29% | 00.0% | Unchanged |
| HGK Asset Management Inc | 18,970 | $4.36M | 1.62% | −2,318−10.9% | Reduced |
| Hantz Financial Services, Inc. | 18,879 | $4.34M | 0.15% | −166−0.9% | Reduced |
| Cetera Advisor Networks LLC | 18,772 | $4.31M | 0.05% | +118+0.6% | Added |
| Czech National Bank | 18,516 | $4.25M | 0.12% | +18,516 | New |
| B & T Capital Management DBA Alpha Capital Management | 18,481 | $4.25M | 1.13% | +226+1.2% | Added |
| Trust Co of Vermont | 18,446 | $4.24M | 0.34% | −52−0.3% | 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 |
| Citizens Business Bank | 18,231 | $4.19M | 1.02% | −375−2.0% | Reduced |
| Joho Capital LLC | 18,215 | $4.18M | 1.17% | 00.0% | Unchanged |
| Resources Management Corp | 18,161 | $4.17M | 0.72% | −151−0.8% | Reduced |
| Providence Capital Advisors, LLC | 18,057 | $4.15M | 1.24% | −248−1.4% | Reduced |
| Autus Asset Management, LLC | 17,925 | $4.12M | 0.79% | +46+0.3% | Added |
| Hartford Investment Management Co | 17,732 | $4.07M | 0.13% | +2,127+13.6% | Added |
| Peddock Capital Advisors, LLC | 17,695 | $4.06M | 1.67% | −81−0.5% | Reduced |
| Aigen Investment Management, LP | 17,655 | $4.05M | 0.58% | −1,332−7.0% | Reduced |
| Private Asset Management Inc | 17,447 | $4.01M | 0.71% | −10−0.1% | Reduced |
| National Asset Management, Inc. | 17,435 | $4.00M | 0.12% | +1,088+6.7% | Added |
| Aviance Capital Partners, LLC | 17,341 | $3.98M | 0.99% | −374−2.1% | Reduced |
| Acadian Asset Management LLC | 17,355 | $3.98M | 0.02% | +15,491+831.1% | Added |
| Picton Mahoney Asset Management | 17,270 | $3.97M | 0.18% | −325−1.8% | Reduced |
| Toth Financial Advisory Corp | 17,205 | $3.95M | 0.72% | +1,625+10.4% | Added |
| Rothschild & Co Asset Management US Inc. | 17,205 | $3.95M | 0.07% | −3,222−15.8% | Reduced |
| Public Sector Pension Investment Board | 17,079 | $3.92M | 0.03% | +1,394+8.9% | Added |
| Hedeker Wealth, LLC | 17,080 | $3.92M | 1.53% | +599+3.6% | Added |
| Teamwork Financial Advisors, LLC | 16,939 | $3.89M | 0.84% | +5,546+48.7% | Added |
| Sona Asset Management (US) LLC | 16,900 | $3.88M | 2.30% | +16,900 | New |
| Beacon Pointe Advisors, LLC | 16,743 | $3.85M | 0.09% | +199+1.2% | Added |
| First Manhattan Co | 16,723 | $3.84M | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 16,675 | $3.83M | 0.98% | −94−0.6% | Reduced |
| Oak Asset Management, LLC | 16,494 | $3.79M | 1.84% | +16,494 | New |
| Captrust Financial Advisors | 16,482 | $3.79M | 0.02% | +3,445+26.4% | Added |
| Valley National Advisers Inc | 16,591 | $3.76M | 0.78% | −432−2.5% | Reduced |
| MML Investors Services, LLC | 16,326 | $3.75M | 0.03% | +470+3.0% | Added |
| Investment House LLC | 16,217 | $3.73M | 0.35% | +780+5.1% | Added |
| Atria Investments LLC | 16,194 | $3.72M | 0.08% | +1,186+7.9% | Added |
| British Columbia Investment Management Corp | 16,108 | $3.70M | 0.04% | −2,969−15.6% | Reduced |
| Andra AP-fonden | 16,100 | $3.70M | 0.12% | −2,700−14.4% | Reduced |
| 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 |
| Cerity Partners LLC | 15,996 | $3.67M | 0.04% | +28+0.2% | Added |
| River Wealth Advisors LLC | 15,666 | $3.60M | 0.78% | −1,474−8.6% | Reduced |
| Parkside Investments, LLC | 15,645 | $3.59M | 0.77% | −25−0.2% | Reduced |
| Westpac Banking Corp | 15,600 | $3.58M | 0.05% | 00.0% | Unchanged |
| Burney Co | 15,586 | $3.58M | 0.20% | +50.0% | Added |
| Xponance, Inc. | 15,538 | $3.57M | 0.07% | +2,325+17.6% | Added |
| Catalyst Capital Advisors LLC | 15,500 | $3.56M | 0.13% | +15,500 | New |
| Allianz Asset Management GmbH | 15,405 | $3.54M | 0.01% | +2,074+15.6% | Added |
| Valeo Financial Advisors, LLC | 29,854 | $3.54M | 0.23% | +14,895+99.6% | Added |
| Panagora Asset Management Inc | 15,274 | $3.51M | 0.02% | +947+6.6% | Added |
| Assetmark, Inc | 15,194 | $3.49M | 0.02% | +4,058+36.4% | Added |
| Beecher Investors Inc | 15,158 | $3.48M | 5.72% | −5,000−24.8% | Reduced |
| Patton Albertson Miller Group, LLC | 15,079 | $3.46M | 0.74% | +471+3.2% | Added |
| Hoylecohen, LLC | 14,816 | $3.40M | 0.37% | −529−3.4% | Reduced |
| Beck Capital Management, LLC | 14,759 | $3.39M | 1.45% | −9−0.1% | Reduced |
| TriaGen Wealth Management LLC | 14,752 | $3.39M | 1.87% | +7,884+114.8% | Added |
| Hudson Bay Capital Management LP | 14,700 | $3.38M | 0.04% | +14,700 | New |
| Armstrong Shaw Associates Inc | 14,644 | $3.36M | 3.61% | −189−1.3% | Reduced |
| Cetera Investment Advisers | 14,628 | $3.36M | 0.07% | −2,311−13.6% | Reduced |
| Sand Hill Global Advisors, LLC | 14,595 | $3.35M | 0.21% | −498−3.3% | 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 |
| Private Trust Co NA | 11,407 | $3.34M | 0.54% | −67−0.6% | Reduced |
| Fulton Bank, N.A. | 14,386 | $3.30M | 0.20% | +642+4.7% | Added |