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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 95 | $22.0K | 0.01% | +14+17.3% | Added |
| Central Bank & Trust Co | 99 | $22.9K | 0.00% | +34+52.3% | Added |
| Endurance Wealth Management, Inc. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 100 | $23.2K | 0.00% | +17+20.5% | Added |
| Carolinas Wealth Consulting LLC | 102 | $23.6K | 0.01% | +97+1,940.0% | Added |
| JFS Wealth Advisors, LLC | 103 | $23.9K | 0.00% | −7−6.4% | Reduced |
| JNBA Financial Advisors | 106 | $24.6K | 0.00% | −12−10.2% | Reduced |
| AXS Investments LLC | 111 | $25.7K | 0.01% | +111 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 118 | $27.3K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 121 | $28.0K | 0.00% | −187−60.7% | Reduced |
| Investors Research Corp | 124 | $28.7K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 125 | $29.0K | 0.00% | −21−14.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 125 | $29.0K | 0.02% | +125 | New |
| Hanson & Doremus Investment Management | 123 | $29.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 127 | $29.4K | 0.03% | +127 | New |
| Kozak & Associates, Inc. | 131 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 135 | $31.0K | 0.00% | +60+80.0% | Added |
| Center for Financial Planning, Inc. | 135 | $31.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 139 | $32.2K | 0.00% | +80+135.6% | Added |
| Resurgent Financial Advisors LLC | 146 | $33.8K | 0.02% | +146 | New |
| Tacita Capital Inc | 145 | $34.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $34.5K | 0.01% | −13−8.0% | Reduced |
| Heritage Wealth Advisors | 150 | $34.8K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $35.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 152 | $35.2K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 152 | $35.2K | 0.00% | +39+34.5% | Added |
| MV Capital Management, Inc. | 152 | $35.2K | 0.01% | +48+46.2% | Added |
| Oakworth Capital, Inc. | 155 | $35.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 164 | $37.9K | 0.02% | +1+0.6% | Added |
| Clear Street Markets LLC | 165 | $38.0K | 0.01% | −2,471−93.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 170 | $39.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 170 | $39.4K | 0.01% | +170 | New |
| High Net Worth Advisory Group LLC | 190 | $44.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 192 | $44.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 194 | $45.0K | 0.01% | +6+3.2% | Added |
| Quent Capital, LLC | 194 | $45.0K | 0.01% | +40+26.0% | Added |
| Farther Finance Advisors, LLC | 198 | $45.9K | 0.02% | +198 | New |
| Silicon Valley Capital Partners | 203 | $47.0K | 0.01% | +203 | New |
| Newbridge Financial Services Group, Inc. | 207 | $48.0K | 0.03% | +193+1,378.6% | Added |
| Lindbrook Capital, LLC | 212 | $49.1K | 0.01% | −607−74.1% | Reduced |
| Fairfield Financial Advisors, LTD | 216 | $50.0K | 0.02% | +1+0.5% | Added |
| Pittenger & Anderson Inc | 225 | $52.1K | 0.00% | +225 | New |
| Loomis Sayles & Co L P | 232 | $54.0K | 0.00% | +225+3,214.3% | Added |
| Capital Advisors, Ltd. LLC | 329 | $55.0K | 0.01% | +210+176.5% | Added |
| Geneos Wealth Management Inc. | 239 | $55.4K | 0.00% | −67−21.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 243 | $56.5K | 0.02% | +243 | New |
| Albion Financial Group | 245 | $56.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 248 | $57.5K | 0.02% | +28+12.7% | Added |
| Osterweis Capital Management Inc | 250 | $57.9K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $57.9K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $58.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $59.1K | 0.00% | +13+5.4% | Added |
| Cambridge Trust Co | 269 | $63.0K | 0.00% | −18−6.3% | Reduced |
| Park Place Capital Corp | 275 | $64.0K | 0.02% | +275 | New |
| Concord Wealth Partners | 277 | $64.2K | 0.02% | +277 | New |
| Global Trust Asset Management, LLC | 280 | $64.9K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $65.1K | 0.01% | +84+42.6% | Added |
| Clean Yield Group | 300 | $69.5K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 301 | $69.8K | 0.05% | −100−24.9% | Reduced |
| Hall Laurie J Trustee | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 303 | $70.0K | 0.02% | +284+1,494.7% | Added |
| Pin Oak Investment Advisors Inc | 318 | $74.0K | 0.09% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $76.9K | 0.07% | +332 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 341 | $79.0K | 0.00% | −255−42.8% | Reduced |
| Western Pacific Wealth Management, LP | 391 | $90.6K | 0.08% | +141+56.4% | Added |
| Pathway Financial Advisers, LLC | 401 | $92.7K | 0.04% | +401 | New |
| Optimum Investment Advisors | 400 | $92.7K | 0.05% | −100−20.0% | Reduced |
| Financial Perspectives, Inc | 400 | $92.7K | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 400 | $92.7K | 0.01% | +400 | New |
| Evermay Wealth Management LLC | 404 | $93.6K | 0.02% | +344+573.3% | Added |
| Washington Trust Co | 405 | $93.9K | 0.00% | −250−38.2% | Reduced |
| Key Financial Inc | 425 | $97.6K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 431 | $99.9K | 0.02% | +270+167.7% | Added |
| First Pacific Advisors, LP | 451 | $104.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 456 | $106.0K | 0.08% | +456 | New |
| Register Financial Advisors LLC | 468 | $108.4K | 0.07% | +468 | New |
| Manchester Capital Management LLC | 470 | $108.9K | 0.02% | +59+14.4% | Added |
| Princeton Global Asset Management LLC | 475 | $110.0K | 0.04% | −10−2.1% | Reduced |
| Credit Agricole S A | 478 | $110.8K | 0.00% | +478 | New |
| Vestor Capital, LLC | 480 | $111.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 482 | $111.8K | 0.01% | +482 | New |
| Archer Investment Corp | 492 | $114.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 493 | $114.3K | 0.06% | −126−20.4% | Reduced |
| Financial Management Professionals, Inc. | 497 | $115.0K | 0.02% | −26−5.0% | Reduced |
| American National Bank | 497 | $115.0K | 0.02% | +473+1,970.8% | Added |
| WFA of San Diego, LLC | 500 | $115.9K | 0.09% | +500 | New |
| Alta Advisers Ltd | 500 | $116.0K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $116.0K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 510 | $118.0K | 0.02% | +38+8.1% | Added |
| Duncker Streett & Co Inc | 510 | $118.2K | 0.03% | +100+24.4% | Added |
| Old Second National Bank of Aurora | 532 | $123.3K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 538 | $124.7K | 0.12% | +100+22.8% | Added |
| City State Bank | 539 | $125.0K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 544 | $126.1K | 0.00% | +50+10.1% | Added |
| Tobam | 561 | $130.0K | 0.01% | −272−32.7% | Reduced |
| AdvisorNet Financial, Inc | 582 | $134.9K | 0.01% | −659−53.1% | Reduced |
| Greenwood Capital Associates LLC | 586 | $135.8K | 0.02% | +586 | New |