Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q4 2022

Institutional positions in Constellation Brands, Inc. as of Dec 31, 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: 1,259; +68 vs. Q3 2022
Shares held: 136.7M; +5.54M (+4.2%) vs. Q3 2022
Total value: $31.7B; +$1.52B (+5.0%) vs. Q3 2022
New holders: 154; 448 more added
Sold out: 86; 453 more reduced

25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,259 institutions

Value heldQ4 2022: $31.7B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q4 2022

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2022.

Institutions holding STZ in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	2	$464	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	3	$695	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	3	$695	0.00%	+3	New
Glass Jacobson Investment Advisors llc	3	$695	0.00%	+3	New
Financial Synergies Wealth Advisors, Inc.	3	$696	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	4	$867	0.00%	+4	New
Addison Advisors LLC	4	$927	0.00%	00.0%	Unchanged
Sierra Capital LLC	6	$1.00K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	5	$1.16K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.16K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	5	$1.16K	0.00%	+5	New
TFC Financial Management	5	$1.16K	0.00%	00.0%	Unchanged
First Financial Corp	6	$1.39K	0.00%	00.0%	Unchanged
MCF Advisors LLC	6	$1.39K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$1.39K	0.00%	+6	New
HHM Wealth Advisors, LLC	7	$1.62K	0.00%	+7	New
Beacon Capital Management, LLC	75	$1.74K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	8	$1.85K	0.00%	+8	New
Richard W. Paul & Associates, LLC	8	$1.85K	0.00%	+8	New
Goodman Advisory Group, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	8	$2.00K	0.00%	+5+166.7%	Added
Tortoise Investment Management, LLC	9	$2.09K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	10	$2.32K	0.00%	−3−23.1%	Reduced
Sound Income Strategies, LLC	10	$2.32K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.32K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	10	$2.32K	0.00%	+6+150.0%	Added
Delta Asset Management LLC	10	$2.32K	0.00%	+10	New
DecisionPoint Financial, LLC	10	$2.32K	0.00%	+10	New
Hollencrest Capital Management	12	$2.78K	0.00%	+12	New
Aspire Private Capital, LLC	12	$2.85K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	15	$3.00K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$3.01K	0.00%	00.0%	Unchanged
Washington Trust Advisors, Inc.	14	$3.24K	0.00%	−92−86.8%	Reduced
Heritage Wealth Management, LLC	14	$3.25K	0.00%	+14	New
Adirondack Retirement Specialists, Inc.	15	$3.48K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	15	$3.48K	0.00%	00.0%	Unchanged
Corrado Advisors, LLC	15	$3.48K	0.00%	+15	New
Gradient Investments LLC	16	$3.71K	0.00%	−8−33.3%	Reduced
Lansing Street Advisors	18	$4.20K	0.00%	00.0%	Unchanged
Activest Wealth Management	19	$4.40K	0.00%	00.0%	Unchanged
My Personal CFO, LLC	20	$4.63K	0.00%	+20	New
Bradley & Co. Private Wealth Management, LLC	21	$4.87K	0.01%	00.0%	Unchanged
EWG Elevate Inc.	21	$4.87K	0.00%	+21	New
Old North State Trust, LLC	20	$5.00K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	23	$5.33K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	24	$5.58K	0.00%	00.0%	Unchanged
Schubert & Co	25	$5.79K	0.01%	−4−13.8%	Reduced
IAG Wealth Partners, LLC	25	$5.79K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	28	$6.00K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	26	$6.03K	0.00%	+26	New
Citadel Advisors LLC	27	$6.26K	0.00%	−284,377−100.0%	Reduced
Cedar Wealth Management, LLC	28	$6.49K	0.00%	00.0%	Unchanged
New Millennium Group LLC	28	$6.53K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	30	$6.95K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	31	$7.00K	0.01%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	32	$7.50K	0.00%	+15+88.2%	Added
Armstrong Advisory Group, Inc	34	$7.88K	0.00%	+34	New
Centennial Bank	35	$8.11K	0.00%	+35	New
Core Alternative Capital	37	$8.59K	0.00%	−14−27.5%	Reduced
Mascoma Wealth Management LLC	38	$8.81K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	38	$8.81K	0.00%	+38	New
Benjamin Edwards Inc	40	$9.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$9.00K	0.00%	+40	New
CVA Family Office, LLC	40	$9.30K	0.00%	−10−20.0%	Reduced
Legend Financial Advisors, Inc.	43	$9.96K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$10.0K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$10.0K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	46	$10.7K	0.00%	+41+820.0%	Added
Point72 Asset Management, L.P.	49	$11.4K	0.00%	+49	New
HighMark Wealth Management LLC	49	$11.4K	0.01%	+6+14.0%	Added
Raffa Wealth Management, LLC	50	$11.6K	0.00%	−3−5.7%	Reduced
RWM Asset Management, LLC	51	$11.8K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	52	$12.0K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$12.0K	0.01%	00.0%	Unchanged
Johnson Financial Group, Inc.	52	$12.1K	0.00%	+52	New
First Personal Financial Services	54	$12.5K	0.00%	00.0%	Unchanged
Abound Wealth Management	55	$12.7K	0.01%	00.0%	Unchanged
SRS Capital Advisors, Inc.	57	$13.3K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	60	$13.9K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	60	$14.0K	0.01%	+20+50.0%	Added
Tilia Fiduciary Partners, Inc.	62	$14.4K	0.01%	00.0%	Unchanged
Seldon Capital LP	67	$15.5K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	71	$16.0K	0.01%	+1+1.4%	Added
Baker Avenue Asset Management, LP	70	$16.2K	0.00%	+70	New
WR Wealth Planners, LLC	72	$16.7K	0.01%	00.0%	Unchanged
Earnest Partners LLC	73	$16.9K	0.00%	00.0%	Unchanged
First Community Trust NA	75	$17.0K	0.02%	00.0%	Unchanged
Covestor Ltd	72	$17.0K	0.01%	00.0%	Unchanged
Steward Financial Group LLC	77	$17.0K	0.01%	+77	New
IMA Wealth, Inc.	74	$17.1K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	75	$17.4K	0.01%	−300−80.0%	Reduced
Motco	78	$18.1K	0.00%	00.0%	Unchanged
Capital Directions Investment Advisors, LLC	80	$18.5K	0.01%	+80	Added
Larson Financial Group LLC	86	$19.8K	0.00%	+78+975.0%	Added
Ogorek Anthony Joseph	86	$20.0K	0.01%	00.0%	Unchanged
Lakewood Asset Management LLC	87	$20.0K	0.02%	+87	New
State of Wyoming	90	$20.9K	0.01%	−1−1.1%	Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	90	$21.0K	0.18%	+90	New
Jones Financial Companies LLLP	95	$22.0K	0.00%	−108−53.2%	Reduced