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 |
|---|---|---|---|---|---|
| CNB Bank | 1,933 | $444.0K | 0.30% | +168+9.5% | Added |
| Avantax Planning Partners, Inc. | 1,929 | $443.0K | 0.02% | +164+9.3% | Added |
| Altshuler Shaham Ltd | 1,897 | $443.0K | 0.01% | +1,669+732.0% | Added |
| Bayesian Capital Management, LP | 1,927 | $443.0K | 0.09% | +1,927 | New |
| Charter Research & Investment Group, Inc. | 1,905 | $438.0K | 0.44% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,900 | $436.0K | 0.16% | +1+0.1% | Added |
| Cigna Investments Inc | 1,898 | $435.0K | 0.10% | −134−6.6% | Reduced |
| United Bank | 1,885 | $433.0K | 0.07% | +85+4.7% | Added |
| Burns Matteson Capital Management, LLC | 1,884 | $432.7K | 0.32% | +44+2.4% | Added |
| Jaffetilchin Investment Partners, LLC | 1,875 | $431.0K | 0.06% | −16−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,870 | $430.0K | 0.07% | +2+0.1% | Added |
| Johnson Investment Counsel Inc | 1,856 | $426.0K | 0.01% | +2+0.1% | Added |
| E&G Advisors, LP | 1,850 | $425.0K | 0.16% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 1,847 | $424.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,842 | $423.4K | 0.04% | −191−9.4% | Reduced |
| Beaumont Financial Partners, LLC | 1,838 | $422.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,836 | $422.0K | 0.27% | +4+0.2% | Added |
| Ci Investments Inc. | 1,823 | $419.0K | 0.00% | +149+8.9% | Added |
| AdvisorShares Investments LLC | 1,823 | $419.0K | 0.11% | +900+97.5% | Added |
| Tempus Wealth Planning, LLC | 1,811 | $416.0K | 0.28% | −264−12.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,808 | $415.0K | 0.07% | +5+0.3% | Added |
| Westover Capital Advisors, LLC | 1,780 | $409.0K | 0.16% | −143−7.4% | Reduced |
| Curbstone Financial Management Corp | 1,776 | $408.0K | 0.10% | −38−2.1% | Reduced |
| Okabena Investment Services Inc | 1,770 | $407.0K | 0.20% | +1,770 | New |
| Meridian Wealth Management, LLC | 1,768 | $406.0K | 0.04% | −318−15.2% | Reduced |
| Alesco Advisors LLC | 1,761 | $404.0K | 0.02% | +300+20.5% | Added |
| Horizon Investments, LLC | 1,764 | $404.0K | 0.01% | +402+29.5% | Added |
| Epic Trust Investment Advisors, LLC | 1,759 | $404.0K | 0.56% | +1,759 | New |
| CAPROCK Group, Inc. | 1,754 | $403.0K | 0.04% | +195+12.5% | Added |
| Prudent Man Advisors, LLC | 1,734 | $398.0K | 0.19% | −9−0.5% | Reduced |
| Berger Financial Group, Inc | 1,732 | $398.0K | 0.06% | +7+0.4% | Added |
| Haverford Trust Co | 1,728 | $397.0K | 0.01% | −173−9.1% | Reduced |
| Orion Portfolio Solutions, LLC | 1,720 | $395.0K | 0.02% | +156+10.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,708 | $392.0K | 0.02% | −140−7.6% | Reduced |
| Studio Investment Management LLC | 1,701 | $390.7K | 0.14% | +10+0.6% | Added |
| Boston Family Office LLC | 1,701 | $390.0K | 0.03% | −930−35.3% | Reduced |
| Lake Street Financial LLC | 1,698 | $390.0K | 0.09% | −42−2.4% | Reduced |
| Waldron Private Wealth LLC | 1,699 | $390.0K | 0.02% | +227+15.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,691 | $388.0K | 0.06% | −252−13.0% | Reduced |
| Highlander Capital Management, LLC | 1,600 | $387.0K | 0.22% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,679 | $386.0K | 0.10% | +32+1.9% | Added |
| Gilman Hill Asset Management, LLC | 1,672 | $384.0K | 0.09% | −73−4.2% | Reduced |
| Berkeley Capital Partners, LLC | 1,674 | $384.0K | 0.17% | +10+0.6% | Added |
| Atlas Capital Advisors LLC | 1,668 | $383.1K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,660 | $381.3K | 0.02% | −65−3.8% | Reduced |
| Apollon Wealth Management, LLC | 1,659 | $381.0K | 0.03% | +162+10.8% | Added |
| Tiemann Investment Advisors, LLC | 1,654 | $380.0K | 0.25% | −15−0.9% | Reduced |
| Nikulski Financial, Inc. | 1,655 | $380.0K | 0.20% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,652 | $380.0K | 0.40% | +269+19.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,635 | $374.0K | 0.36% | +2+0.1% | Added |
| M Holdings Securities, Inc. | 1,614 | $371.0K | 0.04% | −19−1.2% | Reduced |
| Lee Financial Co | 1,601 | $368.0K | 0.07% | −1−0.1% | Reduced |
| Profund Advisors LLC | 1,593 | $366.0K | 0.03% | −128−7.4% | Reduced |
| Kovack Advisors, Inc. | 1,579 | $363.0K | 0.05% | +2+0.1% | Added |
| Morningstar Investment Services LLC | 1,519 | $362.0K | 0.01% | +44+3.0% | Added |
| Quantamental Technologies LLC | 1,564 | $359.0K | 0.14% | −497−24.1% | Reduced |
| Focus Financial Network, Inc. | 1,560 | $358.4K | 0.03% | −21−1.3% | Reduced |
| Clare Market Investments LLC | 1,559 | $358.0K | 0.15% | +5+0.3% | Added |
| XML Financial, LLC | 1,546 | $355.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,545 | $355.0K | 0.32% | +45+3.0% | Added |
| Charter Trust Co | 1,536 | $353.0K | 0.03% | −16−1.0% | Reduced |
| Pitti Group Wealth Management, LLC | 1,539 | $353.0K | 0.49% | −4−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,532 | $352.0K | 0.10% | −112−6.8% | Reduced |
| Nova R Wealth, Inc. | 1,528 | $351.0K | 0.29% | +1+0.1% | Added |
| DFPG Investments, LLC | 1,555 | $350.0K | 0.15% | +1,555 | New |
| Sheaff Brock Investment Advisors, LLC | 1,521 | $349.0K | 0.04% | +30+2.0% | Added |
| Sequoia Financial Advisors, LLC | 1,512 | $347.0K | 0.01% | +51+3.5% | Added |
| Tectonic Advisors LLC | 1,509 | $347.0K | 0.06% | +138+10.1% | Added |
| Regions Financial Corp | 1,486 | $341.0K | 0.00% | −168−10.2% | Reduced |
| Visionary Wealth Advisors | 1,481 | $340.0K | 0.04% | −15−1.0% | Reduced |
| Clarius Group, LLC | 1,481 | $340.0K | 0.03% | +180+13.8% | Added |
| Mutual Advisors, LLC | 1,472 | $338.0K | 0.02% | −149−9.2% | Reduced |
| Probity Advisors, Inc. | 1,455 | $334.0K | 0.08% | −79−5.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,442 | $331.0K | 0.00% | −212−12.8% | Reduced |
| Riverview Trust Co | 1,435 | $330.0K | 0.32% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,437 | $330.0K | 0.02% | +1,437 | New |
| Ausdal Financial Partners, Inc. | 1,425 | $327.0K | 0.05% | +148+11.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,400 | $327.0K | 0.01% | +1,400 | New |
| Zeke Capital Advisors, LLC | 1,415 | $325.0K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,400 | $322.0K | 0.00% | −119−7.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,400 | $322.0K | 0.38% | +400+40.0% | Added |
| Global Retirement Partners, LLC | 1,299 | $321.0K | 0.02% | +39+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,394 | $320.0K | 0.01% | +281+25.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,387 | $318.0K | 0.04% | −821−37.2% | Reduced |
| Claro Advisors LLC | 1,359 | $317.0K | 0.13% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,380 | $317.0K | 0.02% | +1,380 | New |
| Weybosset Research & Management LLC | 1,375 | $316.0K | 0.14% | +50+3.8% | Added |
| ING Groep NV | 1,372 | $315.0K | 0.01% | −29,256−95.5% | Reduced |
| Symmetry Partners, LLC | 1,370 | $315.0K | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 1,360 | $312.0K | 0.01% | +1,360 | New |
| Sound View Wealth Advisors Group, LLC | 1,351 | $310.0K | 0.07% | −5−0.4% | Reduced |
| Financial Advisory Corp | 1,345 | $309.0K | 0.18% | +7+0.5% | Added |
| Alhambra Investment Partners LLC | 1,335 | $307.0K | 0.23% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,321 | $303.0K | 0.14% | +189+16.7% | Added |
| Reynders McVeigh Capital Management, LLC | 1,314 | $302.0K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,310 | $300.9K | 0.33% | +120+10.1% | Added |
| J.W. Cole Advisors, Inc. | 1,302 | $299.0K | 0.02% | −177−12.0% | Reduced |
| Bluestein R H & Co | 1,300 | $299.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,288 | $296.0K | 0.01% | −64−4.7% | Reduced |
| Claybrook Capital, LLC | 1,279 | $294.0K | 0.19% | 00.0% | Unchanged |