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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 4,755 | $1.09M | 0.02% | +813+20.6% | Added |
| Choate Investment Advisors | 4,734 | $1.09M | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 4,688 | $1.08M | 0.21% | +111+2.4% | Added |
| Vestcor Inc | 4,596 | $1.06M | 0.04% | +771+20.2% | Added |
| Prudential PLC | 4,592 | $1.05M | 0.02% | +1,421+44.8% | Added |
| Transcend Wealth Collective, LLC | 4,579 | $1.05M | 0.12% | +17+0.4% | Added |
| Pictet & Cie (Europe) SA | 4,548 | $1.04M | 0.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,493 | $1.03M | 0.01% | +4,493 | New |
| Veritable, L.P. | 4,488 | $1.03M | 0.02% | +43+1.0% | Added |
| Bahl & Gaynor Inc | 4,447 | $1.02M | 0.01% | −295−6.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,440 | $1.02M | 0.23% | −66−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,424 | $1.02M | 0.14% | −140−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 4,406 | $1.01M | 0.04% | −374−7.8% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.01M | 1.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,388 | $1.01M | 0.01% | +2,033+86.3% | Added |
| Herold Advisors, Inc. | 4,375 | $1.00M | 0.49% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,350 | $999.0K | 0.08% | +23+0.5% | Added |
| Segall Bryant & Hamill, LLC | 4,348 | $998.0K | 0.01% | +62+1.4% | Added |
| Spouting Rock Asset Management, LLC | 4,339 | $997.0K | 0.77% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,338 | $997.0K | 0.06% | +266+6.5% | Added |
| 17 Capital Partners, LLC | 4,288 | $985.0K | 1.35% | −11−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 4,278 | $983.0K | 0.06% | −632−12.9% | Reduced |
| Ballast, Inc. | 4,283 | $983.0K | 0.48% | −82−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,278 | $983.0K | 0.09% | +77+1.8% | Added |
| Spire Wealth Management | 4,277 | $982.0K | 0.06% | −710−14.2% | Reduced |
| Clearstead Advisors, LLC | 4,228 | $971.0K | 0.09% | +2,181+106.5% | Added |
| Stableford Capital II LLC | 4,301 | $968.0K | 0.47% | −11−0.3% | Reduced |
| CenterStar Asset Management, LLC | – | $968.0K | 1.70% | – | New |
| ICA Group Wealth Management, LLC | 4,131 | $949.0K | 0.20% | +24+0.6% | Added |
| MidWestOne Financial Group, Inc. | 4,131 | $949.0K | 0.24% | +19+0.5% | Added |
| Ameritas Advisory Services, LLC | 4,102 | $942.0K | 0.06% | +127+3.2% | Added |
| Waterfront Wealth Inc. | 3,887 | $933.0K | 0.35% | +579+17.5% | Added |
| Boston Private Wealth LLC | 4,056 | $931.0K | 0.01% | +768+23.4% | Added |
| Unigestion Holding SA | 3,975 | $929.0K | 0.05% | +3,975 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,038 | $928.0K | 0.01% | −177−4.2% | Reduced |
| Cumberland Partners Ltd | 4,035 | $927.0K | 0.10% | +4,035 | New |
| Financial Advocates Investment Management | 6,435 | $922.0K | 0.08% | +4,412+218.1% | Added |
| Scott Investment Partners LLP | 4,000 | $919.0K | 2.47% | −20,400−83.6% | Reduced |
| Bessemer Group Inc | 3,975 | $913.0K | 0.00% | −4,739−54.4% | Reduced |
| Metis Global Partners, LLC | 3,946 | $906.0K | 0.15% | −157−3.8% | Reduced |
| ELCO Management Co., LLC | 3,946 | $906.0K | 0.72% | +3+0.1% | Added |
| LVW Advisors, LLC | 3,900 | $896.0K | 0.20% | +39+1.0% | Added |
| Delta Financial Advisors LLC | 3,888 | $893.0K | 0.47% | +2+0.1% | Added |
| Prentice Wealth Management LLC | 3,861 | $890.0K | 0.49% | −83−2.1% | Reduced |
| Simplex Trading, LLC | 3,821 | $877.0K | 0.03% | −1,887−33.1% | Reduced |
| Glenmede Trust Co NA | 3,823 | $877.0K | 0.01% | +945+32.8% | Added |
| Group One Trading, L.P. | 3,804 | $874.0K | 0.03% | −1,687−30.7% | Reduced |
| Piscataqua Savings Bank | 3,745 | $860.0K | 0.82% | −55−1.4% | Reduced |
| Achmea Investment Management B.V. | 3,727 | $856.0K | 0.03% | −4,211−53.0% | Reduced |
| Diamant Asset Management, Inc. | 3,725 | $856.0K | 0.83% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,721 | $855.0K | 0.10% | +32+0.9% | Added |
| Meridian Financial Partners LLC | 3,841 | $853.0K | 1.21% | −11−0.3% | Reduced |
| Forum Financial Management, LP | 3,698 | $849.0K | 0.04% | −1,160−23.9% | Reduced |
| Eads & Heald Wealth Management | 3,678 | $845.0K | 0.48% | −95−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 3,675 | $844.0K | 0.10% | −117−3.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,675 | $844.0K | 0.38% | +110+3.1% | Added |
| Seelaus Asset Management LLC | 3,650 | $838.0K | 0.67% | +2,625+256.1% | Added |
| Parsons Capital Management Inc | 3,637 | $835.0K | 0.07% | +68+1.9% | Added |
| Intrust Bank NA | 3,624 | $832.0K | 0.13% | +282+8.4% | Added |
| Laraway Financial Inc | 3,620 | $830.0K | 0.93% | 00.0% | Unchanged |
| Pitcairn Co | 3,573 | $821.0K | 0.09% | +46+1.3% | Added |
| Raab & Moskowitz Asset Management LLC | 3,544 | $813.0K | 0.34% | −5−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,527 | $810.0K | 0.00% | +3,527 | New |
| Platform Technology Partners | 3,504 | $805.0K | 0.46% | +126+3.7% | Added |
| SFMG, LLC | 3,569 | $797.0K | 0.09% | +2+0.1% | Added |
| Wealth Advisors, Inc. | 3,450 | $792.0K | 0.40% | −50−1.4% | Reduced |
| Gilbert & Cook, Inc. | 3,269 | $782.0K | 0.17% | +79+2.5% | Added |
| Parallel Advisors, LLC | 3,374 | $775.0K | 0.04% | −94−2.7% | Reduced |
| Argent Trust Co | 3,339 | $766.0K | 0.06% | +43+1.3% | Added |
| Park Avenue Securities LLC | 3,325 | $764.0K | 0.02% | +258+8.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,323 | $763.0K | 0.19% | −2,092−38.6% | Reduced |
| HMS Capital Management, LLC | 3,307 | $760.0K | 0.46% | −32−1.0% | Reduced |
| Atlas Brown,Inc. | 3,306 | $759.0K | 0.39% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,303 | $759.0K | 0.18% | +4+0.1% | Added |
| Community Capital Management, Inc. | 3,300 | $758.0K | 0.99% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 3,298 | $757.0K | 0.18% | −24−0.7% | Reduced |
| Centiva Capital, LP | 3,289 | $755.0K | 0.06% | +2,021+159.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,233 | $743.0K | 0.04% | +298+10.2% | Added |
| Redpoint Investment Management Pty Ltd | 3,218 | $739.0K | 0.11% | −617−16.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,201 | $735.0K | 0.48% | +350+12.3% | Added |
| Forte Capital LLC | 3,190 | $733.0K | 0.13% | −183−5.4% | Reduced |
| Koss-Olinger Consulting, LLC | 3,184 | $731.0K | 0.12% | −632−16.6% | Reduced |
| Chemung Canal Trust Co | 3,154 | $724.0K | 0.18% | 00.0% | Unchanged |
| TLWM | 5,519 | $719.0K | 0.34% | +2,372+75.4% | Added |
| Archford Capital Strategies, LLC | 3,085 | $709.0K | 0.18% | 00.0% | Unchanged |
| Planning Directions Inc | 3,068 | $705.0K | 0.57% | +7+0.2% | Added |
| DCM Advisors, LLC | 3,058 | $702.4K | 0.35% | −510−14.3% | Reduced |
| 55I, LLC | 3,052 | $701.0K | 0.02% | +1,919+169.4% | Added |
| First National Advisers, LLC | 3,049 | $700.0K | 1.04% | +841+38.1% | Added |
| Perigon Wealth Management, LLC | 3,030 | $696.0K | 0.06% | −65−2.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $689.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 3,000 | $689.0K | 0.02% | 00.0% | Unchanged |
| Old Port Advisors | 2,911 | $687.0K | 0.27% | −104−3.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 2,988 | $687.0K | 0.04% | +326+12.2% | Added |
| CWM, LLC | 2,985 | $685.0K | 0.01% | +220+8.0% | Added |
| Aries Wealth Management | 2,730 | $675.0K | 0.30% | +171+6.7% | Added |
| First Horizon Advisors, Inc. | 2,935 | $673.0K | 0.03% | +64+2.2% | Added |
| Marion Wealth Management | 2,931 | $673.0K | 0.35% | +192+7.0% | Added |
| Laidlaw Wealth Management LLC | 2,920 | $671.0K | 0.16% | −68−2.3% | Reduced |
| Tranquility Partners, LLC | 2,908 | $668.0K | 0.37% | −10.0% | Reduced |