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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $140.0K | 0.10% | 00.0% | Unchanged |
| TSFG, LLC | 608 | $141.0K | 0.06% | +265+77.3% | Added |
| Grove Bank & Trust | 646 | $150.0K | 0.03% | −291−31.1% | Reduced |
| M&R Capital Management Inc | 662 | $153.4K | 0.04% | −563−46.0% | Reduced |
| Rosenberg Matthew Hamilton | 674 | $156.3K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 677 | $156.9K | 0.01% | −57−7.8% | Reduced |
| Baldwin Brothers Inc | 735 | $170.3K | 0.02% | +40+5.8% | Added |
| Itau Unibanco Holding S.A. | 731 | $171.6K | 0.01% | −85−10.4% | Reduced |
| Colonial Trust Co | 741 | $171.7K | 0.05% | +741 | New |
| Coppell Advisory Solutions LLC | 751 | $174.1K | 0.06% | +751 | New |
| Coppell Advisory Solutions Corp. | 751 | $174.1K | 0.06% | +751 | New |
| Creative Financial Designs Inc | 758 | $175.7K | 0.03% | −7−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 764 | $177.1K | 0.01% | +764 | New |
| Quadrant Capital Group LLC | 799 | $185.2K | 0.02% | +2+0.3% | Added |
| Fortis Advisors, LLC | 831 | $192.6K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 837 | $194.0K | 0.02% | +47+5.9% | Added |
| Smithfield Trust Co | 850 | $198.0K | 0.01% | +10+1.2% | Added |
| Insigneo Advisory Services, LLC | 863 | $200.0K | 0.08% | +863 | New |
| Columbia Trust Co 01012016 | 863 | $200.0K | 0.11% | +863 | New |
| Wealth Architects, LLC | 866 | $200.7K | 0.04% | +866 | New |
| HNP Capital LLC | 867 | $200.9K | 0.06% | −311−26.4% | Reduced |
| EverSource Wealth Advisors, LLC | 873 | $202.4K | 0.03% | −88−9.2% | Reduced |
| Greenfield Savings Bank | 877 | $203.2K | 0.13% | −132−13.1% | Reduced |
| Gladstone Institutional Advisory LLC | 883 | $204.7K | 0.01% | +13+1.5% | Added |
| Knights of Columbus Asset Advisors LLC | 890 | $206.3K | 0.02% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 896 | $207.6K | 0.72% | +42+4.9% | Added |
| Stockman Wealth Management, Inc. | 900 | $208.6K | 0.05% | +900 | New |
| Seed Wealth Management, Inc. | 900 | $208.6K | 0.24% | +900 | New |
| Wexford Capital LP | 903 | $209.3K | 0.04% | −163−15.3% | Reduced |
| Integrated Advisors Network LLC | 903 | $209.3K | 0.01% | +903 | New |
| Collective Family Office LLC | 904 | $209.5K | 0.09% | −102−10.1% | Reduced |
| Aureus Asset Management, LLC | 911 | $211.1K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 913 | $211.5K | 0.05% | +913 | New |
| First National Bank & Trust Co of Newtown | 913 | $211.6K | 0.05% | 00.0% | Unchanged |
| Modus Advisors, LLC | 918 | $212.7K | 0.10% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 919 | $212.9K | 0.06% | +17+1.9% | Added |
| Inscription Capital, LLC | 920 | $213.2K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $214.4K | 0.07% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 927 | $214.8K | 0.14% | +3+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 927 | $214.8K | 0.04% | −12−1.3% | Reduced |
| WNY Asset Management, LLC | 930 | $215.4K | 0.06% | +930 | New |
| Callahan Advisors, LLC | 931 | $215.7K | 0.03% | −84−8.3% | Reduced |
| Freestone Capital Holdings, LLC | 934 | $216.5K | 0.01% | −108−10.4% | Reduced |
| Purus Wealth Management, LLC | 937 | $217.2K | 0.20% | +20+2.2% | Added |
| V Wealth Advisors LLC | 943 | $218.6K | 0.05% | 00.0% | Unchanged |
| Ossiam | 952 | $220.6K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 956 | $221.5K | 0.11% | +3+0.3% | Added |
| Personal Capital Advisors Corp | 958 | $222.0K | 0.00% | +958 | New |
| Cohen Investment Advisors LLC | 962 | $222.9K | 0.19% | −11−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 965 | $223.6K | 0.03% | −726−42.9% | Reduced |
| AdvisorShares Investments LLC | 967 | $224.1K | 0.06% | −856−47.0% | Reduced |
| Shelton Wealth Management, LLC | 967 | $224.2K | 0.18% | −93−8.8% | Reduced |
| Premier Asset Management LLC | 978 | $226.7K | 0.28% | −18−1.8% | Reduced |
| Jump Financial, LLC | 987 | $228.7K | 0.01% | −24,534−96.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 947 | $229.0K | 0.03% | −404−29.9% | Reduced |
| Successful Portfolios LLC | 990 | $230.0K | 0.15% | −41−4.0% | Reduced |
| Conning Inc. | 999 | $231.5K | 0.01% | −12−1.2% | Reduced |
| German American Bancorp, Inc. | 1,000 | $231.8K | 0.04% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $231.8K | 0.24% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $231.8K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,000 | $231.8K | 0.43% | +1,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $232.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $232.0K | 0.13% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,021 | $233.4K | 0.10% | +11+1.1% | Added |
| Tradewinds, LLC. | 1,978 | $233.4K | 0.25% | +1,978 | New |
| Welch Group, LLC | 1,008 | $233.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,012 | $234.6K | 0.01% | +605+148.6% | Added |
| Balboa Wealth Partners | 1,014 | $235.0K | 0.11% | −49−4.6% | Reduced |
| Baron Wealth Management LLC | 1,015 | $235.1K | 0.18% | +1,015 | New |
| Arkadios Wealth Advisors | 1,019 | $236.0K | 0.03% | +60+6.3% | Added |
| Trustcore Financial Services, LLC | 1,022 | $236.8K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,022 | $236.9K | 0.05% | −18−1.7% | Reduced |
| Highland Capital Management, LLC | 1,025 | $238.0K | 0.02% | −250−19.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $238.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 1,027 | $238.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,039 | $240.8K | 0.05% | +1+0.1% | Added |
| Barry Investment Advisors, LLC | 1,042 | $241.4K | 0.08% | −41−3.8% | Reduced |
| Baxter Bros Inc | 1,050 | $243.0K | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,054 | $244.3K | 0.19% | +1,054 | New |
| Intrua Financial, LLC | 1,132 | $245.1K | 0.06% | −63−5.3% | Reduced |
| Goodwin Daniel L | 1,058 | $245.2K | 0.12% | +10+1.0% | Added |
| Knuff & Co LLC | 1,060 | $245.7K | 0.10% | +5+0.5% | Added |
| Sentry Investment Management LLC | 1,061 | $246.0K | 0.11% | −260−19.7% | Reduced |
| Vantage Consulting Group Inc | 1,063 | $246.3K | 0.15% | −41−3.7% | Reduced |
| Syntax Advisors, LLC | 1,063 | $246.3K | 0.21% | −41−3.7% | Reduced |
| Lewis Capital Management, LLC | 1,063 | $246.3K | 0.38% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,069 | $247.7K | 0.15% | −210−16.4% | Reduced |
| Weik Capital Management | 1,070 | $248.0K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,074 | $248.8K | 0.08% | −1−0.1% | Reduced |
| Fisher Asset Management, LLC | 1,081 | $251.0K | 0.00% | +1,081 | New |
| Viawealth, LLC | 1,165 | $251.1K | 0.21% | +1,165 | New |
| PFG Advisors | 1,083 | $251.1K | 0.02% | +62+6.1% | Added |
| Gulf International Bank (UK) Ltd | 1,094 | $253.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,101 | $255.2K | 0.01% | −293−21.0% | Reduced |
| Socha Financial Group, LLC | 1,105 | $256.0K | 0.18% | +4+0.4% | Added |
| Cladis Investment Advisory, LLC | 1,105 | $256.1K | 0.25% | −205−15.6% | Reduced |
| Monarch Capital Management Inc | 1,111 | $257.5K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,112 | $257.6K | 0.31% | +309+38.5% | Added |
| Meritas Wealth Management, LLC | 1,115 | $258.4K | 0.21% | +1,115 | New |
| Roman Butler Fullerton & Co | 1,165 | $260.7K | 0.13% | +1+0.1% | Added |