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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 1,128 | $261.0K | 0.02% | −573−33.7% | Reduced |
| Veriti Management LLC | 1,127 | $261.2K | 0.03% | +52+4.8% | Added |
| Strategic Investment Solutions, Inc. | 1,129 | $262.3K | 0.13% | +1,129 | New |
| New Hampshire Trust | 1,132 | $262.3K | 0.07% | +1,132 | New |
| Accurate Wealth Management, LLC | 1,207 | $265.5K | 0.10% | +120+11.0% | Added |
| Landscape Capital Management, L.L.C. | 1,147 | $265.8K | 0.04% | −31,925−96.5% | Reduced |
| Searle & Co. | 1,150 | $266.5K | 0.09% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,160 | $268.8K | 0.15% | +1,160 | New |
| Arvest Trust Co N A | 1,179 | $273.2K | 0.02% | +134+12.8% | Added |
| LaFleur & Godfrey LLC | 1,186 | $274.9K | 0.05% | −5,566−82.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,187 | $275.1K | 0.02% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,196 | $277.0K | 0.15% | −2−0.2% | Reduced |
| Boston Trust Walden Corp | 1,200 | $278.1K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,215 | $281.5K | 0.01% | +392+47.6% | Added |
| Rise Advisors, LLC | 1,218 | $282.3K | 0.23% | −10−0.8% | Reduced |
| Buckley Wealth Management, LLC | 1,221 | $283.0K | 0.10% | −17−1.4% | Reduced |
| Brown Brothers Harriman & Co | 1,223 | $283.4K | 0.00% | +86+7.6% | Added |
| Arete Wealth Advisors, LLC | 8,938 | $283.6K | 0.03% | +8,938 | New |
| KRS Capital Management, LLC | 1,224 | $283.7K | 0.39% | +145+13.4% | Added |
| Robertson Stephens Wealth Management, LLC | 1,226 | $284.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,227 | $284.4K | 0.01% | −49−3.8% | Reduced |
| CCG Wealth Management, LLC | 1,230 | $285.1K | 0.16% | +42+3.5% | Added |
| Wealth Advisors of Iowa, LLC | 1,231 | $285.3K | 0.23% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,234 | $286.0K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,238 | $287.0K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 1,239 | $287.0K | 0.01% | +87+7.6% | Added |
| Almanack Investment Partners, LLC. | 1,243 | $288.0K | 0.06% | +1,243 | New |
| Kraematon Investment Advisors, Inc | 1,248 | $289.3K | 0.31% | +1+0.1% | Added |
| Calton & Associates, Inc. | 1,257 | $291.3K | 0.11% | +99+8.5% | Added |
| ICW Investment Advisors LLC | 1,257 | $291.4K | 0.17% | +12+1.0% | Added |
| Oak Thistle LLC | 1,258 | $291.5K | 0.63% | +1,258 | New |
| Cypress Capital Group | 1,267 | $293.6K | 0.04% | +1,267 | New |
| North Star Investment Management Corp. | 1,273 | $295.0K | 0.03% | +7+0.6% | Added |
| AlphaCore Capital LLC | 1,280 | $296.6K | 0.12% | +240+23.1% | Added |
| FDx Advisors, Inc. | 1,282 | $297.0K | 0.01% | −6−0.5% | Reduced |
| Strategic Blueprint, LLC | 1,282 | $297.0K | 0.03% | +14+1.1% | Added |
| Claro Advisors LLC | 1,283 | $297.4K | 0.10% | −76−5.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,284 | $297.5K | 0.03% | +32+2.6% | Added |
| Investors Asset Management of Georgia Inc | 1,288 | $298.6K | 0.16% | +50+4.0% | Added |
| Inlet Private Wealth, LLC | 1,301 | $301.5K | 0.08% | +1,301 | New |
| Capital Advisory Group Advisory Services, LLC | 1,303 | $302.0K | 0.21% | +43+3.4% | Added |
| Acrisure Capital Management, LLC | 1,309 | $303.4K | 0.34% | +1,309 | New |
| Reynders McVeigh Capital Management, LLC | 1,314 | $305.0K | 0.02% | 00.0% | Unchanged |
| Farmers Trust Co | 1,316 | $305.0K | 0.07% | +90+7.3% | Added |
| Alhambra Investment Partners LLC | 1,335 | $309.4K | 0.23% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,361 | $315.3K | 0.02% | +1,361 | New |
| Ausdal Financial Partners, Inc. | 1,369 | $317.3K | 0.05% | −56−3.9% | Reduced |
| Weybosset Research & Management LLC | 1,375 | $319.0K | 0.12% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,387 | $321.4K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 1,389 | $321.9K | 0.16% | +1,389 | New |
| SG Americas Securities, LLC | 1,400 | $324.0K | 0.00% | −8,946−86.5% | Reduced |
| King Luther Capital Management Corp | 1,400 | $324.4K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,400 | $324.4K | 0.07% | +200+16.7% | Added |
| Probity Advisors, Inc. | 1,411 | $327.0K | 0.07% | −44−3.0% | Reduced |
| IFG Advisory, LLC | 1,413 | $327.0K | 0.03% | +1,413 | New |
| Regions Financial Corp | 1,427 | $331.0K | 0.00% | −59−4.0% | Reduced |
| Gilman Hill Asset Management, LLC | 1,445 | $334.9K | 0.07% | −227−13.6% | Reduced |
| Silver Oak Securities, Inc | 1,455 | $337.0K | 0.06% | +1,455 | New |
| Clarius Group, LLC | 1,461 | $339.0K | 0.03% | −20−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,464 | $339.2K | 0.01% | −244−14.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,480 | $343.0K | 0.11% | +1,480 | New |
| Hubbell Strickland Wealth Management, LLC | 1,482 | $343.5K | 0.21% | +579+64.1% | Added |
| Visionary Wealth Advisors | 1,484 | $344.0K | 0.03% | +3+0.2% | Added |
| Nations Financial Group Inc, | 1,498 | $347.2K | 0.04% | +1,498 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,499 | $347.4K | 0.03% | +424+39.4% | Added |
| RiverGlades Family Offices LLC | 1,500 | $347.6K | 0.32% | +1,500 | New |
| Absolute Capital Management, LLC | 1,500 | $347.6K | 0.38% | +1,500 | New |
| Sandia Investment Management LP | 1,500 | $347.6K | 0.06% | +1,500 | New |
| Pitti Group Wealth Management, LLC | 1,505 | $348.8K | 0.42% | −34−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,511 | $350.2K | 0.09% | −834−35.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,531 | $351.0K | 0.01% | +1,055+221.6% | Added |
| Sawtooth Solutions, LLC | 1,516 | $351.4K | 0.05% | −829−35.4% | Reduced |
| Morningstar Investment Services LLC | 1,542 | $353.0K | 0.00% | +23+1.5% | Added |
| Nova R Wealth, Inc. | 1,530 | $354.6K | 0.26% | +2+0.1% | Added |
| Charter Trust Co | 1,536 | $356.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,535 | $356.0K | 0.31% | −100−6.1% | Reduced |
| Hartford Funds Management Co LLC | 1,537 | $356.2K | 0.04% | +414+36.9% | Added |
| Sandy Cove Advisors, LLC | 1,545 | $358.1K | 0.29% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,545 | $358.2K | 0.07% | +1,545 | New |
| Focus Financial Network, Inc. | 1,562 | $361.9K | 0.03% | +2+0.1% | Added |
| Clare Market Investments LLC | 1,564 | $362.4K | 0.17% | +5+0.3% | Added |
| J.W. Cole Advisors, Inc. | 1,564 | $362.7K | 0.03% | +262+20.1% | Added |
| XML Financial, LLC | 1,569 | $363.6K | 0.05% | +23+1.5% | Added |
| Kovack Advisors, Inc. | 1,572 | $364.4K | 0.05% | −7−0.4% | Reduced |
| Riverview Trust Co | 1,577 | $365.0K | 0.35% | +142+9.9% | Added |
| Lee Financial Co | 1,601 | $371.0K | 0.06% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,603 | $371.5K | 0.06% | +94+6.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,608 | $372.6K | 0.04% | +87+5.7% | Added |
| Mutual Advisors, LLC | 1,608 | $372.7K | 0.02% | +136+9.2% | Added |
| Quadrature Capital Ltd | 1,611 | $373.4K | 0.01% | +1,611 | New |
| M Holdings Securities, Inc. | 1,614 | $374.0K | 0.04% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,630 | $377.8K | 0.18% | −25−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,653 | $383.1K | 0.01% | +1,653 | New |
| Greenland Capital Management LP | 1,653 | $383.1K | 0.07% | +1,653 | New |
| Spinnaker Trust | 1,662 | $385.0K | 0.03% | −428−20.5% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,660 | $385.0K | 0.58% | −99−5.6% | Reduced |
| Tiemann Investment Advisors, LLC | 1,664 | $385.6K | 0.23% | +10+0.6% | Added |
| Atlas Capital Advisors LLC | 1,668 | $386.6K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,678 | $388.9K | 0.03% | −708−29.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,681 | $389.5K | 0.15% | +7+0.4% | Added |