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 |
|---|---|---|---|---|---|
| Audent Global Asset Management, LLC | 7,424 | $1.71M | 2.32% | −50−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,396 | $1.70M | 0.17% | +1,010+15.8% | Added |
| Independent Solutions Wealth Management, LLC | 7,356 | $1.69M | 0.55% | −129−1.7% | Reduced |
| Hoertkorn Richard Charles | 7,300 | $1.68M | 0.96% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,206 | $1.66M | 0.07% | +695+10.7% | Added |
| Pinnacle Financial Partners Inc | 7,191 | $1.65M | 0.06% | +650+9.9% | Added |
| Great Lakes Advisors, LLC | 7,173 | $1.65M | 0.04% | −15−0.2% | Reduced |
| American Portfolios Advisors | 7,155 | $1.64M | 0.07% | −570−7.4% | Reduced |
| Zevenbergen Capital Investments LLC | 7,135 | $1.64M | 0.05% | +505+7.6% | Added |
| Intech Investment Management LLC | 7,112 | $1.63M | 0.01% | −720−9.2% | Reduced |
| Cross Staff Investments Inc | 7,096 | $1.63M | 1.83% | +10.0% | Added |
| Seeyond | 7,074 | $1.62M | 0.20% | −11,112−61.1% | Reduced |
| Umb Bank N A | 7,056 | $1.62M | 0.03% | −10.0% | Reduced |
| Pflug Koory, LLC | 7,031 | $1.61M | 0.98% | −708−9.1% | Reduced |
| JustInvest LLC | 7,007 | $1.61M | 0.07% | +337+5.1% | Added |
| Sigma Planning Corp | 6,999 | $1.61M | 0.06% | +126+1.8% | Added |
| Marco Investment Management LLC | 6,971 | $1.60M | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,962 | $1.60M | 0.68% | −72−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,908 | $1.59M | 0.17% | −95−1.4% | Reduced |
| BDO Wealth Advisors, LLC | 6,901 | $1.58M | 0.21% | −267−3.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,756 | $1.55M | 0.03% | −52−0.8% | Reduced |
| LaFleur & Godfrey LLC | 6,752 | $1.55M | 0.28% | −172−2.5% | Reduced |
| Regentatlantic Capital LLC | 6,712 | $1.54M | 0.05% | −244−3.5% | Reduced |
| Ethic Inc. | 6,719 | $1.54M | 0.10% | +832+14.1% | Added |
| Quantinno Capital Management LP | 6,644 | $1.53M | 0.20% | +5,360+417.4% | Added |
| Oppenheimer & Co Inc | 6,626 | $1.52M | 0.04% | −106−1.6% | Reduced |
| Aevitas Wealth Management, Inc. | 6,470 | $1.49M | 1.12% | +9+0.1% | Added |
| SWS Partners | 6,439 | $1.48M | 0.69% | +37+0.6% | Added |
| Lee Danner & Bass Inc | 6,374 | $1.46M | 0.15% | +63+1.0% | Added |
| Sante Capital Fund, LP | 6,332 | $1.45M | 2.97% | +6,332 | New |
| Garner Asset Management Corp | 6,312 | $1.45M | 0.77% | −1,286−16.9% | Reduced |
| Burns J W & Co Inc | 6,206 | $1.43M | 0.28% | +43+0.7% | Added |
| Guardian Capital LP | 6,183 | $1.42M | 0.05% | −442−6.7% | Reduced |
| Soros Capital Management LLC | 6,124 | $1.41M | 1.59% | −781−11.3% | Reduced |
| Altman Advisors, Inc. | 6,123 | $1.41M | 0.89% | +78+1.3% | Added |
| Bryn Mawr Trust Co | 6,100 | $1.40M | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,043 | $1.39M | 0.05% | −312−4.9% | Reduced |
| Verition Fund Management LLC | 6,032 | $1.39M | 0.02% | −3,580−37.2% | Reduced |
| Raymond James Trust N.A. | 6,028 | $1.38M | 0.05% | +425+7.6% | Added |
| Terra Nova Asset Management LLC | 6,019 | $1.38M | 1.51% | +14+0.2% | Added |
| Miller Investment Management, LP | 6,000 | $1.38M | 0.29% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,981 | $1.37M | 0.52% | +31+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,918 | $1.36M | 0.03% | −587−9.0% | Reduced |
| Benedict Financial Advisors Inc | 5,888 | $1.35M | 0.43% | +81+1.4% | Added |
| Integrated Wealth Concepts LLC | 5,861 | $1.35M | 0.04% | −136−2.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,720 | $1.34M | 1.10% | +922+19.2% | Added |
| Western Wealth Management, LLC | 5,563 | $1.33M | 0.08% | +716+14.8% | Added |
| Ancora Advisors, LLC | 5,746 | $1.32M | 0.04% | +376+7.0% | Added |
| Independent Advisor Alliance | 5,734 | $1.32M | 0.08% | +36+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,710 | $1.31M | 0.12% | +149+2.7% | Added |
| Lipe & Dalton | 5,706 | $1.31M | 0.82% | +301+5.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,677 | $1.30M | 0.63% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,655 | $1.30M | 1.14% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,558 | $1.28M | 0.14% | −49−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 5,528 | $1.27M | 0.02% | −12,776−69.8% | Reduced |
| Trust Investment Advisors | 5,511 | $1.27M | 1.32% | −30−0.5% | Reduced |
| Virtu Financial LLC | 5,505 | $1.26M | 0.12% | −2,665−32.6% | Reduced |
| Jacobi Capital Management LLC | 5,499 | $1.26M | 0.17% | +252+4.8% | Added |
| Redwood Investment Management, LLC | 5,489 | $1.26M | 0.27% | +5,489 | New |
| Pacer Advisors, Inc. | 5,440 | $1.25M | 0.01% | −34,955−86.5% | Reduced |
| Guardian Capital Advisors LP | 5,550 | $1.24M | 0.15% | +2,200+65.7% | Added |
| Kestra Private Wealth Services, LLC | 5,376 | $1.24M | 0.07% | −2,981−35.7% | Reduced |
| Advisor Partners II, LLC | 5,370 | $1.23M | 0.09% | +5,370 | New |
| Cambria Investment Management, L.P. | 5,358 | $1.23M | 0.13% | −2,682−33.4% | Reduced |
| Arrow Financial Corp | 5,339 | $1.23M | 0.18% | −88−1.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,321 | $1.22M | 0.84% | −5,469−50.7% | Reduced |
| Comerica Securities,inc. | 5,312 | $1.22M | 0.10% | +77+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,308 | $1.22M | 0.02% | +3,469+188.6% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.22M | 0.88% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,287 | $1.21M | 0.01% | +45+0.9% | Added |
| Teza Capital Management LLC | 5,256 | $1.21M | 0.25% | +1,325+33.7% | Added |
| Vestmark Advisory Solutions, Inc. | 5,245 | $1.21M | 0.07% | +40+0.8% | Added |
| MAI Capital Management | 5,228 | $1.20M | 0.02% | −744−12.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,227 | $1.20M | 1.70% | +184+3.6% | Added |
| Brown Advisory Inc | 5,199 | $1.19M | 0.00% | +1,603+44.6% | Added |
| Peak Financial Advisors LLC | 5,159 | $1.19M | 1.46% | −153−2.9% | Reduced |
| Fiduciary Trust Co | 5,152 | $1.18M | 0.03% | +51+1.0% | Added |
| Crossmark Global Holdings, Inc. | 5,122 | $1.18M | 0.03% | −289−5.3% | Reduced |
| Toroso Investments, LLC | 5,102 | $1.17M | 0.05% | +244+5.0% | Added |
| Bank Hapoalim BM | 5,070 | $1.16M | 0.15% | −1,320−20.7% | Reduced |
| Neumann Capital Management, LLC | 5,057 | $1.16M | 0.60% | −50−1.0% | Reduced |
| Shapiro Capital Management LLC | 5,030 | $1.16M | 0.03% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,019 | $1.15M | 0.30% | 00.0% | Unchanged |
| Capital Management Associates | 5,000 | $1.15M | 1.67% | +500+11.1% | Added |
| Fairbanks Capital Management, Inc. | 4,967 | $1.14M | 1.06% | −60−1.2% | Reduced |
| Colony Group LLC | 4,917 | $1.13M | 0.02% | +646+15.1% | Added |
| Gotham Asset Management, LLC | 4,901 | $1.13M | 0.03% | −3,824−43.8% | Reduced |
| Corient Capital Partners, LLC | 4,824 | $1.12M | 0.09% | +637+15.2% | Added |
| Byrne Asset Management LLC | 4,879 | $1.12M | 0.86% | −45−0.9% | Reduced |
| Peterson Financial Group, Inc. | 4,854 | $1.11M | 1.08% | +4,854 | New |
| U.S. Capital Wealth Advisors, LLC | 4,820 | $1.11M | 0.06% | −115−2.3% | Reduced |
| Barden Capital Management, Inc. | 4,816 | $1.11M | 1.29% | +74+1.6% | Added |
| Keybank National Association | 4,813 | $1.10M | 0.01% | +111+2.4% | Added |
| Caldwell Trust Co | 4,802 | $1.10M | 0.16% | −140−2.8% | Reduced |
| Toews Corp | 4,800 | $1.10M | 0.81% | −300−5.9% | Reduced |
| Brinker Capital Investments, LLC | 4,782 | $1.10M | 0.02% | −653−12.0% | Reduced |
| Haverford Financial Services, Inc. | 4,770 | $1.10M | 0.34% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,770 | $1.10M | 0.26% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,775 | $1.10M | 0.03% | +1,860+63.8% | Added |
| Executive Wealth Management, LLC | 1,095 | $1.09M | 0.16% | −3,759−77.4% | Reduced |