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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 3,484 | $666.0K | 0.02% | +858+32.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,882 | $662.0K | 0.04% | −1,795−38.4% | Reduced |
| Empirical Finance, LLC | 2,873 | $660.0K | 0.08% | +58+2.1% | Added |
| Meeder Asset Management Inc | 2,865 | $658.0K | 0.04% | +68+2.4% | Added |
| Copperwynd Financial, LLC | 2,806 | $644.0K | 0.37% | −96−3.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,797 | $642.0K | 0.01% | −3,120−52.7% | Reduced |
| Bragg Financial Advisors, Inc | 2,780 | $639.0K | 0.04% | −174−5.9% | Reduced |
| Hillman Capital Management, Inc. | 2,779 | $638.0K | 0.26% | +99+3.7% | Added |
| Altrafin AG | 2,750 | $631.6K | 0.38% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,743 | $630.0K | 0.01% | −513−15.8% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $630.0K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,733 | $628.0K | 0.05% | −339−11.0% | Reduced |
| Wealthfront Advisers LLC | 2,728 | $627.0K | 0.00% | +82+3.1% | Added |
| Little House Capital LLC | 2,668 | $613.0K | 0.33% | +306+13.0% | Added |
| ASB Consultores, LLC | 2,661 | $611.0K | 0.29% | +145+5.8% | Added |
| Lincoln National Corp | 2,652 | $610.0K | 0.02% | −29−1.1% | Reduced |
| Clear Street Markets LLC | 2,636 | $605.0K | 0.11% | +2,295+673.0% | Added |
| Anchor Investment Management, LLC | 2,622 | $602.2K | 0.09% | −50−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,583 | $593.0K | 0.02% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 2,550 | $586.0K | 0.28% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,553 | $586.0K | 0.03% | +711+38.6% | Added |
| Fox Run Management, L.L.C. | 2,551 | $586.0K | 0.23% | +2,551 | New |
| Exchange Traded Concepts, LLC | 2,530 | $581.0K | 0.02% | +2,530 | New |
| Greenleaf Trust | 2,526 | $580.0K | 0.01% | +230+10.0% | Added |
| Cetera Advisors LLC | 2,466 | $566.0K | 0.01% | −171−6.5% | Reduced |
| Tufton Capital Management | 2,468 | $566.0K | 0.14% | +5+0.2% | Added |
| Cozad Asset Management Inc | 2,421 | $556.0K | 0.09% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,418 | $555.0K | 0.01% | −8,944−78.7% | Reduced |
| WBH Advisory Inc | 2,412 | $554.0K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,403 | $552.0K | 0.06% | +22+0.9% | Added |
| Arnhold LLC | 2,400 | $551.0K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,394 | $550.0K | 0.12% | −10−0.4% | Reduced |
| Csenge Advisory Group | 2,386 | $548.0K | 0.05% | +5+0.2% | Added |
| Chicago Trust Co NA | 2,381 | $546.0K | 0.14% | +53+2.3% | Added |
| Credential Qtrade Securities Inc. | 2,371 | $544.6K | 0.04% | +133+5.9% | Added |
| Athena Investment Management | 2,362 | $543.0K | 0.46% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,366 | $543.0K | 0.05% | +219+10.2% | Added |
| Park National Corp | 2,361 | $542.0K | 0.03% | +46+2.0% | Added |
| Wilkinson Global Asset Management LLC | 2,350 | $540.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,345 | $539.0K | 0.15% | +75+3.3% | Added |
| Ballentine Partners, LLC | 2,347 | $539.0K | 0.02% | +231+10.9% | Added |
| Sawtooth Solutions, LLC | 2,345 | $538.0K | 0.08% | +1,008+75.4% | Added |
| Wetherby Asset Management Inc | 2,338 | $537.0K | 0.04% | +262+12.6% | Added |
| Wipfli Financial Advisors LLC, | 2,338 | $537.0K | 0.04% | +2,338 | New |
| Retirement Planning Co of New England, Inc. | 2,334 | $536.0K | 0.39% | +19+0.8% | Added |
| Point72 Hong Kong Ltd | 2,323 | $534.0K | 0.03% | −26,760−92.0% | Reduced |
| Community Bank, N.A. | 2,305 | $530.0K | 0.08% | +5+0.2% | Added |
| Thoroughbred Financial Services, LLC | 2,305 | $529.0K | 0.10% | −61−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 2,291 | $526.0K | 0.02% | −37−1.6% | Reduced |
| Tributary Capital Management, LLC | 2,280 | $524.0K | 0.05% | −20−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 2,279 | $524.0K | 0.03% | +1,054+86.0% | Added |
| 44 Wealth Management LLC | 2,275 | $523.0K | 0.22% | −8−0.4% | Reduced |
| Heartland Bank & Trust Co | 2,240 | $514.0K | 0.49% | −409−15.4% | Reduced |
| Allworth Financial LP | 2,222 | $510.0K | 0.01% | +1,154+108.1% | Added |
| Cim Investment Mangement Inc | 2,214 | $509.0K | 0.23% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,214 | $509.0K | 0.03% | +120+5.7% | Added |
| Monetta Financial Services Inc | 2,200 | $505.0K | 0.58% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,200 | $505.0K | 0.19% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,193 | $504.0K | 0.74% | +18+0.8% | Added |
| AlphaCrest Capital Management LLC | 2,185 | $502.0K | 0.03% | −12,221−84.8% | Reduced |
| Balentine LLC | 2,183 | $501.0K | 0.02% | −338−13.4% | Reduced |
| Element Capital Management LLC | 2,165 | $497.0K | 0.24% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,159 | $496.0K | 0.03% | −410−16.0% | Reduced |
| Koshinski Asset Management, Inc. | 2,157 | $495.0K | 0.06% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,142 | $492.0K | 0.00% | −34−1.6% | Reduced |
| Navalign, LLC | 2,143 | $492.0K | 0.22% | +74+3.6% | Added |
| Lokken Investment Group LLC | 2,132 | $490.0K | 0.42% | −30−1.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,133 | $490.0K | 0.22% | +75+3.6% | Added |
| Cooper/Haims Advisors, LLC | 2,131 | $489.0K | 0.40% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,126 | $488.0K | 0.12% | +84+4.1% | Added |
| Diversified Trust Co | 2,123 | $488.0K | 0.02% | +1,250+143.2% | Added |
| CIBC Private Wealth Group, LLC | 2,121 | $487.0K | 0.00% | −1,882−47.0% | Reduced |
| Legacy Bridge, LLC | 2,105 | $483.0K | 0.39% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,107 | $483.0K | 0.30% | +3+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,100 | $482.0K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 2,090 | $480.0K | 0.04% | −478−18.6% | Reduced |
| IHT Wealth Management, LLC | 2,084 | $479.0K | 0.04% | +135+6.9% | Added |
| Confluence Wealth Services, Inc. | 2,084 | $478.0K | 0.20% | −75−3.5% | Reduced |
| Cresset Asset Management, LLC | 2,067 | $476.0K | 0.01% | −869−29.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,074 | $476.0K | 0.17% | +26+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,068 | $475.0K | 0.02% | +1,015+96.4% | Added |
| Meridian Wealth Advisors, LLC | 2,058 | $473.0K | 0.13% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,040 | $469.0K | 0.09% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,087 | $468.0K | 0.20% | −71−6.1% | Reduced |
| Harbour Investments, Inc. | 2,006 | $467.0K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,084 | $464.0K | 0.16% | +91+4.6% | Added |
| RDA Financial Network | 2,015 | $463.0K | 0.25% | +51+2.6% | Added |
| Tiaa, FSB | 2,007 | $461.0K | 0.00% | −737−26.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $461.0K | 0.01% | −381−16.0% | Reduced |
| Spinnaker Investment Group, LLC | 2,003 | $461.0K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,997 | $459.0K | 0.05% | +3+0.2% | Added |
| Silverlake Wealth Management LLC | 1,982 | $455.3K | 0.31% | +40+2.1% | Added |
| Prospera Financial Services Inc | 1,978 | $455.0K | 0.02% | +415+26.6% | Added |
| Patriot Investment Management Inc. | 1,979 | $454.0K | 0.05% | −197−9.1% | Reduced |
| MONECO Advisors, LLC | 1,974 | $453.0K | 0.18% | −49−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,970 | $452.5K | 0.26% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,961 | $450.0K | 0.02% | −76−3.7% | Reduced |
| Knowledge Leaders Capital, LLC | 1,948 | $447.0K | 0.57% | +1,948 | New |
| Nvest Financial, LLC | 1,944 | $446.0K | 0.63% | +11+0.6% | Added |
| Armbruster Capital Management, Inc. | 1,934 | $444.0K | 0.13% | 00.0% | Unchanged |