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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.

Q4 2022 vs. Q3 2022

How the institutions holding Constellation Brands, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of STZ: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,216251,259+68
Shares132.6M1.49M136.7M+5.54M (+4.2%)
Value$30.5B$342.3M$31.7B+$1.52B (+5.0%)

25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (154)

Institutions that held Constellation Brands, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 154 by value.

Institutions new to STZ in Q4 2022
InstitutionSharesValue% of portfolio
Capital Research Global Investors1,435,136$332.6M0.10%
Agf Management Ltd669,946$155.3M1.13%
Holocene Advisors, LP453,216$105.0M0.65%
CI Private Wealth, LLC195,876$45.4M0.17%
Twinbeech Capital LP192,396$44.6M0.85%
Junto Capital Management LP151,519$35.1M1.00%
Capital Group Investment Management Pte. Ltd.131,583$30.5M1.17%
Azimuth Capital Investment Management LLC87,305$20.2M1.03%
Cercano Management LLC80,804$18.7M0.76%
Fort Washington Investment Advisors Inc78,589$18.2M0.14%
Applied Finance Capital Management, LLC55,448$12.9M1.68%
Scopus Asset Management, L.P.50,000$11.6M0.47%
Monashee Investment Management LLC40,000$9.27M3.99%
WealthPLAN Partners, LLC36,904$8.33M0.58%
Engineers Gate Manager LP34,267$7.94M0.48%
Factory Mutual Insurance Co30,800$7.14M0.11%
Two Sigma Investments, LP30,321$7.03M0.02%
Madison Asset Management, LLC29,575$6.85M0.11%
Compass Wealth Management LLC28,411$6.58M2.16%
Bain Capital Public Equity, LP24,490$5.68M4.95%
WSFS Capital Management, LLC24,429$5.66M0.61%
First Financial Bank - Trust Division22,469$5.21M0.56%
Coldstream Capital Management Inc16,866$3.91M0.14%
Qube Research & Technologies Ltd16,428$3.81M0.02%
Varma Mutual Pension Insurance Co15,000$3.48M0.05%
Penserra Capital Management LLC13,469$3.12M0.07%
FORA Capital, LLC11,032$2.56M0.41%
Richard Bernstein Advisors LLC9,687$2.24M0.05%
Quantbot Technologies LP9,191$2.13M0.15%
Leeward Financial Partners, LLC9,022$2.09M1.44%
Allstate Investment Management Co7,831$1.81M0.06%
VitalStone Financial, LLC7,784$1.80M1.23%
Point72 Middle East FZE7,098$1.64M0.13%
Capula Management Ltd6,646$1.54M0.16%
Pearl River Capital, LLC6,161$1.43M0.24%
U S Global Investors Inc5,750$1.33M0.08%
Dudley Capital Management, LLC5,654$1.31M0.96%
Kennedy Investment Group5,489$1.27M0.81%
B.O.S.S. Retirement Advisors, LLC5,429$1.26M0.32%
WT Wealth Management5,268$1.22M0.59%
Boothbay Fund Management, LLC4,964$1.15M0.04%
Paradigm Asset Management Co LLC4,900$1.14M0.32%
Investment Management Corp of Ontario4,729$1.10M0.05%
La Banque Postale Asset Management SA4,553$1.06M0.03%
Crescent Sterling, Ltd.3,811$883.2K0.95%
Parallax Volatility Advisers, L.P.3,665$849.4K0.02%
SYSTM Wealth Solutions LLC3,487$808.0K0.10%
Knightsbridge Asset Management, LLC3,244$752.0K0.14%
Lumature Wealth Partners, LLC3,153$730.7K0.41%
Bleakley Financial Group, LLC3,049$706.5K0.03%
Dover Advisors, LLC2,795$647.7K0.70%
Meeder Advisory Services, Inc.2,750$637.3K0.08%
Schear Investment Advisers, LLC2,682$621.6K0.77%
Verity & Verity, LLC2,480$574.7K0.08%
MQS Management LLC2,233$517.5K0.35%
Jefferies Financial Group Inc.2,195$508.7K0.01%
Sherbrooke Park Advisers LLC2,100$486.7K0.36%
Martingale Asset Management L P2,090$484.4K0.01%
Beaumont Financial Advisors, LLC1,963$454.9K0.05%
Axxcess Wealth Management, LLC1,938$449.1K0.04%
Graticule Asia Macro Advisors LLC1,924$445.9K0.16%
Wolverine Trading, LLC1,813$420.0K0.01%
Delta Financial Group, Inc.1,801$419.0K0.19%
Lavaca Capital LLC1,770$410.2K0.16%
Davis Investment Partners, LLC1,758$401.8K0.20%
Seven Eight Capital, LP1,695$392.8K0.10%
Capstone Investment Advisors, LLC1,653$383.1K0.01%
Greenland Capital Management LP1,653$383.1K0.07%
Quadrature Capital Ltd1,611$373.4K0.01%
Strategic Investment Advisors1,545$358.2K0.07%
RiverGlades Family Offices LLC1,500$347.6K0.32%
Absolute Capital Management, LLC1,500$347.6K0.38%
Sandia Investment Management LP1,500$347.6K0.06%
Nations Financial Group Inc,1,498$347.2K0.04%
Asahi Life Asset Management Co., Ltd.1,480$343.0K0.11%
Silver Oak Securities, Inc1,455$337.0K0.06%
IFG Advisory, LLC1,413$327.0K0.03%
Atom Investors LP1,389$321.9K0.16%
Avidian Wealth Solutions, LLC1,361$315.3K0.02%
Acrisure Capital Management, LLC1,309$303.4K0.34%
Inlet Private Wealth, LLC1,301$301.5K0.08%
Cypress Capital Group1,267$293.6K0.04%
Oak Thistle LLC1,258$291.5K0.63%
Almanack Investment Partners, LLC.1,243$288.0K0.06%
Arete Wealth Advisors, LLC8,938$283.6K0.03%
Centurion Wealth Management LLC1,160$268.8K0.15%
New Hampshire Trust1,132$262.3K0.07%
Strategic Investment Solutions, Inc.1,129$262.3K0.13%
Meritas Wealth Management, LLC1,115$258.4K0.21%
Viawealth, LLC1,165$251.1K0.21%
Fisher Asset Management, LLC1,081$251.0K0.00%
Wallace Advisory Group, LLC1,054$244.3K0.19%
Baron Wealth Management LLC1,015$235.1K0.18%
Tradewinds, LLC.1,978$233.4K0.25%
Machina Capital S.A.S.1,000$231.8K0.43%
Personal Capital Advisors Corp958$222.0K0.00%
WNY Asset Management, LLC930$215.4K0.06%
SlateStone Wealth, LLC913$211.5K0.05%
Integrated Advisors Network LLC903$209.3K0.01%
Stockman Wealth Management, Inc.900$208.6K0.05%

Sold out (86)

Institutions that held Constellation Brands, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of STZ in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Chiron Investment Management, LLC88,682$20.4M
MUFG Americas Holdings Corp80,955$18.6M
HRT Financial LP73,901$17.0M
Weiss Multi-Strategy Advisers LLC62,316$14.3M
One01 Capital, LP58,900$13.5M
Cypress Capital Management LLC24,944$5.73M
Worldquant Millennium Advisors LLC21,127$4.85M
CSS LLC14,710$4.47M
Boothe Investment Group, Inc.19,029$4.37M
Teamwork Financial Advisors, LLC16,939$3.89M
Sona Asset Management (US) LLC16,900$3.88M
Balyasny Asset Management LLC12,160$2.79M
Dynamic Technology Lab Private Ltd7,396$1.70M
SWS Partners6,439$1.48M
Soros Capital Management LLC6,124$1.41M
Independent Advisor Alliance5,734$1.32M
Redwood Investment Management, LLC5,489$1.26M
Teza Capital Management LLC5,256$1.21M
CenterStar Asset Management, LLC–$968.0K
Simplex Trading, LLC3,821$877.0K
Group One Trading, L.P.3,804$874.0K
Centiva Capital, LP3,289$755.0K
Koss-Olinger Consulting, LLC3,184$731.0K
DCM Advisors, LLC3,058$702.4K
Meeder Asset Management Inc2,865$658.0K
Occudo Quantitative Strategies LP2,733$628.0K
Fox Run Management, L.L.C.2,551$586.0K
Point72 Hong Kong Ltd2,323$534.0K
Monetta Financial Services Inc2,200$505.0K
AlphaCrest Capital Management LLC2,185$502.0K
Element Capital Management LLC2,165$497.0K
Diversified Trust Co2,123$488.0K
GPS Wealth Strategies Group, LLC2,126$488.0K
Cresset Asset Management, LLC2,067$476.0K
Bayesian Capital Management, LP1,927$443.0K
Jupiter Asset Management Ltd1,847$424.0K
Westover Capital Advisors, LLC1,780$409.0K
Okabena Investment Services Inc1,770$407.0K
Quantamental Technologies LLC1,564$359.0K
Prelude Capital Management, LLC1,437$330.0K
Harel Insurance Investments & Financial Services Ltd.1,400$327.0K
Sustainable Insight Capital Management, LLC1,400$322.0K
Edgestream Partners, L.P.1,380$317.0K
Maven Securities LTD1,360$312.0K
Financial Advisory Corp1,345$309.0K
Bridgefront Capital, LLC1,204$277.0K
Buckingham Strategic Wealth, LLC1,194$274.0K
Investment Partners, Ltd.1,179$271.0K
Vectors Research Management, LLC1,178$271.0K
Ritholtz Wealth Management1,147$263.0K
Private Portfolio Partners LLC1,136$261.1K
Wedmont Private Capital1,087$250.0K
Alerus Financial NA1,077$247.0K
Gsa Capital Partners LLP1,018$234.0K
US Financial Advisors, LLC1,006$231.0K
Eisler Capital (UK) Ltd.1,000$230.0K
Cresta Advisors, Ltd.1,000$230.0K
Schneider Downs Wealth Management Advisors, LP992$228.0K
Perfromance Wealth Partners, LLC977$224.0K
Carlson Capital Management973$223.0K
Ontario Teachers Pension Plan Board960$220.0K
Enlightenment Research, LLC955$219.0K
Accuvest Global Advisors922$212.0K
Hennion & Walsh Asset Management, Inc.902$207.0K
ProVise Management Group, LLC897$206.0K
Fortitude Advisory Group L.L.C.892$205.0K
BBR Partners, LLC876$201.0K
Neo Ivy Capital Management692$159.0K
Ellis Investment Partners, LLC319$73.0K
Dividend Assets Capital, LLC188$43.0K
Wagner Wealth Management, LLC103$24.0K
Hudock, Inc.89$20.0K
Carmichael Hill & Associates, Inc.75$17.0K
Castle Wealth Management LLC52$12.0K
Operose Advisors LLC50$11.0K
Selective Wealth Management, Inc.42$10.0K
Crewe Advisors LLC39$9.00K
Ten Capital Wealth Advisors, LLC40$9.00K
PSI Advisors, LLC37$8.00K
Axim Planning & Wealth35$8.00K
Laffer Tengler Investments13$3.06K
PFG Private Wealth Management, LLC11$3.00K
Bellwether Advisors, LLC11$2.00K
Dakota Community Bank & Trust NA8$2.00K
Atticus Wealth Management, LLC4$1.00K
J.Safra Asset Management Corp28$0

Not filed for Q4 2022 yet (25)

Institutions that held Constellation Brands, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.