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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 14,394 | $3.30M | 0.04% | −341−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 14,361 | $3.30M | 1.06% | +158+1.1% | Added |
| National Bank of Canada | 13,977 | $3.23M | 0.02% | +1,647+13.4% | Added |
| Linscomb & Williams, Inc. | 13,988 | $3.21M | 0.20% | +318+2.3% | Added |
| Bank of Nova Scotia | 13,955 | $3.21M | 0.01% | −275−1.9% | Reduced |
| Commerce Bank | 13,905 | $3.19M | 0.03% | +55+0.4% | Added |
| Cypress Asset Management Inc | 13,674 | $3.14M | 1.20% | −20−0.1% | Reduced |
| Legacy CG, LLC | 13,535 | $3.11M | 2.05% | +4,929+57.3% | Added |
| Univest Financial Corp | 13,304 | $3.06M | 1.00% | −1,633−10.9% | Reduced |
| Intellectus Partners, LLC | 13,284 | $3.05M | 1.09% | +902+7.3% | Added |
| Strategic Wealth Partners, Ltd. | 13,246 | $3.04M | 0.65% | +35+0.3% | Added |
| Narwhal Capital Management | 13,191 | $3.03M | 0.44% | +345+2.7% | Added |
| Herbst Group, LLC | 13,092 | $3.01M | 2.47% | +100+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,038 | $3.00M | 0.01% | −17,331−57.1% | Reduced |
| Securian Asset Management, Inc | 13,029 | $2.99M | 0.09% | −243−1.8% | Reduced |
| Meridian Management Co | 12,968 | $2.98M | 1.19% | +128+1.0% | Added |
| HBK Sorce Advisory LLC | 12,937 | $2.97M | 0.20% | +12,937 | New |
| Walleye Trading LLC | 12,824 | $2.94M | 0.10% | +12,824 | New |
| TownSquare Capital, LLC | 12,579 | $2.89M | 0.08% | +266+2.2% | Added |
| Kentucky Retirement Systems | 12,472 | $2.87M | 0.12% | +392+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,344 | $2.83M | 0.06% | +900+7.9% | Added |
| Atlantic Union Bankshares Corp | 12,292 | $2.82M | 0.32% | −1,365−10.0% | Reduced |
| Sargent Bickham Lagudis LLC | 12,272 | $2.82M | 0.25% | −158−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 12,224 | $2.81M | 0.11% | −730−5.6% | Reduced |
| Balyasny Asset Management LLC | 12,160 | $2.79M | 0.01% | −151,026−92.5% | Reduced |
| Oregon Public Employees Retirement Fund | 12,160 | $2.79M | 0.04% | −553−4.3% | Reduced |
| Cox Capital Mgt LLC | 11,880 | $2.73M | 1.98% | +361+3.1% | Added |
| Storebrand Asset Management AS | 11,851 | $2.72M | 0.02% | +412+3.6% | Added |
| City Holding Co | 11,842 | $2.72M | 0.54% | −90−0.8% | Reduced |
| Brookstone Capital Management | 12,115 | $2.71M | 0.06% | +795+7.0% | Added |
| Maryland State Retirement & Pension System | 11,768 | $2.70M | 0.22% | −150−1.3% | Reduced |
| Tredje AP-fonden | 11,672 | $2.68M | 0.06% | −12,000−50.7% | Reduced |
| Daiwa Securities Group Inc. | 11,647 | $2.67M | 0.02% | +45+0.4% | Added |
| Tower Research Capital LLC (TRC) | 11,616 | $2.67M | 0.04% | −7,538−39.4% | Reduced |
| Coastline Trust Co | 11,595 | $2.66M | 0.43% | −650−5.3% | Reduced |
| South Dakota Investment Council | 11,591 | $2.66M | 0.06% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 11,460 | $2.63M | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,252 | $2.58M | 0.18% | −6,553−36.8% | Reduced |
| Northcape Wealth Management, LLC | 11,210 | $2.58M | 0.92% | −494−4.2% | Reduced |
| Level Four Advisory Services, LLC | 11,079 | $2.54M | 0.25% | −45−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 11,014 | $2.53M | 0.02% | +65+0.6% | Added |
| Ar Asset Management Inc | 10,875 | $2.50M | 0.75% | 00.0% | Unchanged |
| Jefferies Group LLC | 10,827 | $2.49M | 0.07% | −8,673−44.5% | Reduced |
| Vista Investment Management | 10,732 | $2.46M | 1.52% | −37−0.3% | Reduced |
| Advisory Services Network, LLC | 10,621 | $2.44M | 0.09% | +198+1.9% | Added |
| Mercer Global Advisors Inc | 10,564 | $2.43M | 0.01% | +383+3.8% | Added |
| Stratos Wealth Partners, LTD. | 10,559 | $2.42M | 0.07% | −578−5.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,517 | $2.42M | 0.12% | −431−3.9% | Reduced |
| Robbins Farley LLC | 10,433 | $2.40M | 1.97% | −254−2.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 10,235 | $2.39M | 0.37% | +60+0.6% | Added |
| SG Americas Securities, LLC | 10,346 | $2.38M | 0.04% | −2,868−21.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.38M | 1.45% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 10,300 | $2.37M | 0.77% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,200 | $2.34M | 0.07% | −100−1.0% | Reduced |
| TD Private Client Wealth LLC | 10,081 | $2.32M | 0.12% | −51−0.5% | Reduced |
| EULAV Asset Management | 10,000 | $2.30M | 0.10% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 9,809 | $2.25M | 0.84% | −125−1.3% | Reduced |
| Bangor Savings Bank | 9,726 | $2.23M | 0.26% | +140+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,709 | $2.23M | 0.04% | +1,039+12.0% | Added |
| HM Payson & Co | 9,589 | $2.20M | 0.06% | −563−5.5% | Reduced |
| Essex Investment Management Co LLC | 9,572 | $2.20M | 0.35% | 00.0% | Unchanged |
| WD Rutherford LLC | 9,555 | $2.19M | 1.76% | −155−1.6% | Reduced |
| Belpointe Asset Management LLC | 9,524 | $2.19M | 0.15% | −137−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 9,487 | $2.18M | 0.18% | +20.0% | Added |
| Metropolitan Life Insurance Co | 9,486 | $2.18M | 0.10% | −318−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 9,398 | $2.16M | 0.57% | +1,605+20.6% | Added |
| Wunderlich Capital Managemnt | 9,320 | $2.14M | 1.37% | +224+2.5% | Added |
| Capital Analysts, LLC | 9,278 | $2.13M | 0.15% | −59−0.6% | Reduced |
| Griffin Asset Management, Inc. | 9,276 | $2.13M | 0.35% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 9,248 | $2.12M | 0.71% | −75−0.8% | Reduced |
| GWM Advisors LLC | 9,188 | $2.11M | 0.03% | +634+7.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,048 | $2.08M | 0.05% | −51−0.6% | Reduced |
| Lazard Asset Management LLC | 8,952 | $2.06M | 0.00% | −290−3.1% | Reduced |
| Archon Partners LLC | 8,900 | $2.04M | 0.39% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,819 | $2.03M | 0.61% | +308+3.6% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.01M | 0.05% | +1,761+25.2% | Added |
| Dynamic Advisor Solutions LLC | 8,732 | $2.01M | 0.15% | +331+3.9% | Added |
| HCR Wealth Advisors | 8,646 | $1.99M | 0.42% | −242−2.7% | Reduced |
| We Are One Seven, LLC | 7,511 | $1.95M | 0.19% | +282+3.9% | Added |
| Fernwood Investment Management, LLC | 8,378 | $1.92M | 0.81% | −10.0% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,349 | $1.92M | 2.22% | −500−5.7% | Reduced |
| New Mexico Educational Retirement Board | 8,321 | $1.91M | 0.10% | −800−8.8% | Reduced |
| Ziegler Capital Management, LLC | 8,172 | $1.88M | 0.08% | −2,117−20.6% | Reduced |
| Kingsview Wealth Management, LLC | 8,130 | $1.87M | 0.09% | +247+3.1% | Added |
| Silvercrest Asset Management Group LLC | 8,114 | $1.86M | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,095 | $1.86M | 0.72% | +66+0.8% | Added |
| Triangle Securities Wealth Management | 8,071 | $1.85M | 0.76% | −60−0.7% | Reduced |
| West Oak Capital, LLC | 7,973 | $1.83M | 0.99% | −330−4.0% | Reduced |
| Citizens National Bank Trust Department | 7,845 | $1.80M | 0.56% | +380+5.1% | Added |
| Webster Bank, N. A. | 7,783 | $1.79M | 0.26% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,736 | $1.78M | 0.18% | 00.0% | Unchanged |
| Allstate Corp | 7,711 | $1.77M | 0.05% | −27−0.3% | Reduced |
| Hudson Canyon Capital Management | 7,675 | $1.76M | 1.75% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,627 | $1.75M | 0.20% | +7,627 | New |
| Pathstone Family Office, LLC | 7,614 | $1.75M | 0.03% | +1,434+23.2% | Added |
| FineMark National Bank & Trust | 7,601 | $1.75M | 0.09% | +117+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.74M | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,505 | $1.72M | 0.03% | −565−7.0% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.72M | 1.14% | 00.0% | Unchanged |
| Condor Capital Management | 7,483 | $1.72M | 0.22% | +209+2.9% | Added |