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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bailard, Inc. | 18,521 | $4.29M | 0.16% | −593−3.1% | Reduced |
| Cetera Advisor Networks LLC | 18,542 | $4.30M | 0.03% | −230−1.2% | Reduced |
| Xponance, Inc. | 18,546 | $4.30M | 0.07% | +3,008+19.4% | Added |
| Resources Management Corp | 18,593 | $4.31M | 0.68% | +432+2.4% | Added |
| Trust Co of Vermont | 18,620 | $4.32M | 0.32% | +174+0.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 18,626 | $4.32M | 1.57% | −534−2.8% | Reduced |
| Intech Investment Management LLC | 18,661 | $4.32M | 0.03% | +11,549+162.4% | Added |
| AXA S.A. | 18,700 | $4.33M | 0.02% | −17,990−49.0% | Reduced |
| Hantz Financial Services, Inc. | 18,748 | $4.34M | 0.13% | −131−0.7% | Reduced |
| Nissay Asset Management Corp | 18,914 | $4.38M | 0.04% | −399−2.1% | Reduced |
| Czech National Bank | 19,001 | $4.40M | 0.12% | +485+2.6% | Added |
| Camden National Bank | 19,015 | $4.41M | 0.92% | −81−0.4% | Reduced |
| Cinctive Capital Management LP | 19,169 | $4.44M | 0.23% | −17,095−47.1% | Reduced |
| Alpha Omega Wealth Management LLC | 19,236 | $4.46M | 0.79% | −1,056−5.2% | Reduced |
| St Germain D J Co Inc | 38,512 | $4.47M | 1.50% | +19,766+105.4% | Added |
| Snowden Capital Advisors LLC | 19,317 | $4.48M | 0.19% | −13,160−40.5% | Reduced |
| Aigen Investment Management, LP | 19,344 | $4.48M | 0.63% | +1,689+9.6% | Added |
| Sandy Spring Bank | 19,488 | $4.52M | 0.27% | −1,016−5.0% | Reduced |
| HBW Advisory Services LLC | 19,617 | $4.55M | 1.21% | −795−3.9% | Reduced |
| Natixis | 19,686 | $4.56M | 0.03% | −1,306−6.2% | Reduced |
| AE Wealth Management LLC | 19,816 | $4.59M | 0.03% | −17,792−47.3% | Reduced |
| Financial Counselors Inc | 19,892 | $4.61M | 0.10% | −54−0.3% | Reduced |
| Bogart Wealth, LLC | 19,916 | $4.62M | 0.32% | +1,527+8.3% | Added |
| Scotia Capital Inc. | 20,125 | $4.66M | 0.04% | −694−3.3% | Reduced |
| HGK Asset Management Inc | 20,143 | $4.67M | 1.59% | +1,173+6.2% | Added |
| Public Sector Pension Investment Board | 20,210 | $4.68M | 0.04% | +3,131+18.3% | Added |
| Millennium Management LLC | 20,244 | $4.69M | 0.01% | −253,149−92.6% | Reduced |
| Investment House LLC | 20,527 | $4.76M | 0.45% | +4,310+26.6% | Added |
| Aviva PLC | 20,566 | $4.77M | 0.02% | −1,880−8.4% | Reduced |
| RNC Capital Management LLC | 20,846 | $4.83M | 0.27% | +395+1.9% | Added |
| L & S Advisors Inc | 20,911 | $4.85M | 0.90% | −4,878−18.9% | Reduced |
| Stonnington Group, LLC | 22,087 | $4.86M | 1.34% | −3,352−13.2% | Reduced |
| Liberty Capital Management, Inc. | 21,283 | $4.93M | 1.71% | −722−3.3% | Reduced |
| Cetera Investment Advisers | 21,333 | $4.94M | 0.05% | +6,705+45.8% | Added |
| Wisconsin Capital Management LLC | 21,466 | $4.97M | 3.78% | −600−2.7% | Reduced |
| Oak Ridge Investments LLC | 21,585 | $5.00M | 0.74% | +174+0.8% | Added |
| Townsend Asset Management Corp | 21,754 | $5.04M | 2.53% | +269+1.3% | Added |
| Oliver Luxxe Assets LLC | 21,895 | $5.07M | 1.42% | +601+2.8% | Added |
| Cornerstone Advisors, LLC | 22,000 | $5.10M | 0.25% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,166 | $5.14M | 0.02% | +465+2.1% | Added |
| Thrivent Financial for Lutherans | 22,003 | $5.14M | 0.01% | +162+0.7% | Added |
| Gibraltar Capital Management, Inc. | 22,253 | $5.16M | 2.44% | +269+1.2% | Added |
| First Financial Bank - Trust Division | 22,469 | $5.21M | 0.56% | +22,469 | New |
| Cullinan Associates Inc | 22,472 | $5.21M | 0.29% | +1,765+8.5% | Added |
| State of Alaska, Department of Revenue | 22,723 | $5.27M | 0.07% | +620+2.8% | Added |
| Kestra Advisory Services, LLC | 22,791 | $5.28M | 0.05% | +1,035+4.8% | Added |
| Addison Capital Co | 22,836 | $5.29M | 3.37% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 23,004 | $5.33M | 0.06% | +439+1.9% | Added |
| Comerica Bank | 23,864 | $5.34M | 0.04% | +438+1.9% | Added |
| Texas Permanent School Fund | 23,064 | $5.34M | 0.08% | +520+2.3% | Added |
| Tower Bridge Advisors | 23,167 | $5.37M | 0.45% | −515−2.2% | Reduced |
| Redwood Investments, LLC | 23,200 | $5.38M | 0.72% | +1,779+8.3% | Added |
| CIBC Asset Management Inc | 23,347 | $5.41M | 0.02% | +520+2.3% | Added |
| GHP Investment Advisors, Inc. | 23,614 | $5.47M | 0.37% | +712+3.1% | Added |
| Girard Partners Ltd. | 23,722 | $5.50M | 0.62% | −810−3.3% | Reduced |
| Central Trust Co | 23,886 | $5.54M | 0.17% | +1,729+7.8% | Added |
| Banque Pictet & Cie SA | 23,946 | $5.55M | 0.06% | −661−2.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 23,961 | $5.55M | 1.45% | −138−0.6% | Reduced |
| MMBG Investment Advisors Co. | 24,089 | $5.58M | 0.74% | −170−0.7% | Reduced |
| NS Partners Ltd | 24,205 | $5.61M | 0.34% | +166+0.7% | Added |
| Telemus Capital, LLC | 26,195 | $5.61M | 0.51% | +158+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,319 | $5.64M | 0.03% | −697−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 24,374 | $5.65M | 0.11% | −6,861−22.0% | Reduced |
| Alberta Investment Management Corp | 24,398 | $5.65M | 0.05% | +3,368+16.0% | Added |
| Ninety One UK Ltd | 24,405 | $5.66M | 0.02% | +116+0.5% | Added |
| WSFS Capital Management, LLC | 24,429 | $5.66M | 0.61% | +24,429 | New |
| Bain Capital Public Equity, LP | 24,490 | $5.68M | 4.95% | +24,490 | New |
| Pacific Global Investment Management CO | 24,973 | $5.79M | 1.28% | +234+0.9% | Added |
| CIBC World Markets Corp | 25,084 | $5.81M | 0.04% | +22,666+937.4% | Added |
| State of Tennessee, Treasury Department | 25,248 | $5.85M | 0.03% | −25,442−50.2% | Reduced |
| Bartlett & Co. LLC | 25,352 | $5.88M | 0.12% | −393−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,352 | $5.88M | 0.12% | −393−1.5% | Reduced |
| Yousif Capital Management, LLC | 25,482 | $5.91M | 0.08% | +652+2.6% | Added |
| HBK Sorce Advisory LLC | 25,878 | $6.00M | 0.16% | +12,941+100.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,023 | $6.03M | 0.03% | −24,376−48.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 26,245 | $6.08M | 2.66% | +950+3.8% | Added |
| Public Employees Retirement Association of Colorado | 26,410 | $6.12M | 0.03% | −196−0.7% | Reduced |
| Legacy Private Trust Co. | 26,413 | $6.12M | 0.55% | −470−1.7% | Reduced |
| Utah Retirement Systems | 26,832 | $6.22M | 0.10% | −300−1.1% | Reduced |
| First National Bank of Omaha | 26,963 | $6.25M | 0.39% | −1,358−4.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,077 | $6.28M | 0.12% | +2,050+8.2% | Added |
| Appleton Partners Inc | 27,096 | $6.28M | 0.59% | +5,095+23.2% | Added |
| Guggenheim Capital LLC | 27,204 | $6.30M | 0.06% | +2,854+11.7% | Added |
| Avantax Advisory Services, Inc. | 27,247 | $6.31M | 0.08% | +1,011+3.9% | Added |
| DekaBank Deutsche Girozentrale | 26,980 | $6.32M | 0.02% | +2,192+8.8% | Added |
| USS Investment Management Ltd | 27,359 | $6.34M | 0.09% | −9,082−24.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,439 | $6.36M | 0.05% | +4,134+17.7% | Added |
| ING Groep NV | 27,600 | $6.40M | 0.06% | +26,228+1,911.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 28,790 | $6.41M | 1.33% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 27,801 | $6.44M | 0.29% | +20,200+265.8% | Added |
| Oak Harvest Investment Services | 28,058 | $6.50M | 1.69% | −797−2.8% | Reduced |
| IFM Investors Pty Ltd | 28,226 | $6.54M | 0.11% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 28,411 | $6.58M | 2.16% | +28,411 | New |
| Chartwell Investment Partners, LLC | 28,543 | $6.61M | 0.26% | −1,592−5.3% | Reduced |
| PFS Investments Inc. | 28,934 | $6.71M | 0.13% | +2,697+10.3% | Added |
| DnB Asset Management AS | 29,314 | $6.79M | 0.05% | −626−2.1% | Reduced |
| Pinnacle Associates Ltd | 29,467 | $6.83M | 0.15% | −1,515−4.9% | Reduced |
| Madison Asset Management, LLC | 29,575 | $6.85M | 0.11% | +29,575 | New |
| Blair William & Co | 29,976 | $6.95M | 0.03% | −196−0.6% | Reduced |
| Teacher Retirement System of Texas | 30,030 | $6.96M | 0.05% | −17,390−36.7% | Reduced |