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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 1,681 | $389.5K | 0.05% | −51−2.9% | Reduced |
| Waldron Private Wealth LLC | 1,699 | $390.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,600 | $391.0K | 0.20% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,695 | $392.8K | 0.10% | +1,695 | New |
| Sterling Investment Counsel, LLC | 1,703 | $394.7K | 0.24% | +784+85.3% | Added |
| Tempus Wealth Planning, LLC | 1,710 | $396.3K | 0.24% | −101−5.6% | Reduced |
| Global Retirement Partners, LLC | 1,714 | $397.1K | 0.03% | +415+31.9% | Added |
| Patriot Investment Management Inc. | 1,741 | $398.3K | 0.03% | −238−12.0% | Reduced |
| Davis Investment Partners, LLC | 1,758 | $401.8K | 0.20% | +1,758 | New |
| DFPG Investments, LLC | 1,814 | $403.9K | 0.07% | +259+16.7% | Added |
| Independent Financial Group, LLC | 1,747 | $404.9K | 0.03% | −95−5.2% | Reduced |
| Avantax Planning Partners, Inc. | 1,749 | $405.3K | 0.02% | −180−9.3% | Reduced |
| Orion Portfolio Solutions, LLC | 1,760 | $407.9K | 0.01% | +40+2.3% | Added |
| Alesco Advisors LLC | 1,761 | $408.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,770 | $410.2K | 0.16% | +1,770 | New |
| Curbstone Financial Management Corp | 1,776 | $412.0K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,786 | $412.0K | 0.01% | +22+1.2% | Added |
| Profund Advisors LLC | 1,782 | $413.0K | 0.03% | +189+11.9% | Added |
| Studio Investment Management LLC | 1,783 | $413.2K | 0.13% | +82+4.8% | Added |
| Fund Management at Engine No. 1 LLC | 1,786 | $413.9K | 0.10% | +254+16.6% | Added |
| Tiaa, FSB | 1,787 | $414.1K | 0.00% | −220−11.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,798 | $416.7K | 0.05% | −77−4.1% | Reduced |
| Wedbush Securities Inc | 1,799 | $417.0K | 0.02% | −360−16.7% | Reduced |
| United Bank | 1,800 | $417.1K | 0.06% | −85−4.5% | Reduced |
| Delta Financial Group, Inc. | 1,801 | $419.0K | 0.19% | +1,801 | New |
| Wolverine Trading, LLC | 1,813 | $420.0K | 0.01% | +1,813 | New |
| Johnson Investment Counsel Inc | 1,833 | $424.8K | 0.01% | −23−1.2% | Reduced |
| Ci Investments Inc. | 1,834 | $425.0K | 0.00% | +11+0.6% | Added |
| X-Square Capital, LLC | 1,840 | $426.0K | 0.24% | +4+0.2% | Added |
| 44 Wealth Management LLC | 1,841 | $426.7K | 0.15% | −434−19.1% | Reduced |
| Harbour Investments, Inc. | 1,850 | $428.7K | 0.03% | −156−7.8% | Reduced |
| E&G Advisors, LP | 1,850 | $428.7K | 0.16% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,851 | $429.0K | 0.15% | −49−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,865 | $432.2K | 0.06% | −5−0.3% | Reduced |
| Meridian Wealth Management, LLC | 1,865 | $432.2K | 0.04% | +97+5.5% | Added |
| Checchi Capital Advisers, LLC | 1,868 | $432.9K | 0.04% | −129−6.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,868 | $432.9K | 0.29% | −16−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 1,871 | $433.6K | 0.42% | −34−1.8% | Reduced |
| MONECO Advisors, LLC | 1,875 | $434.6K | 0.16% | −99−5.0% | Reduced |
| Lake Street Financial LLC | 1,893 | $438.8K | 0.09% | +195+11.5% | Added |
| United Capital Financial Advisers, LLC | 1,894 | $439.0K | 0.00% | +452+31.3% | Added |
| Ameritas Investment Partners, Inc. | 1,961 | $439.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,898 | $440.0K | 0.09% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 1,924 | $445.9K | 0.16% | +1,924 | New |
| HB Wealth Management, LLC | 1,933 | $448.0K | 0.01% | +866+81.2% | Added |
| Armbruster Capital Management, Inc. | 1,934 | $448.2K | 0.12% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,938 | $449.1K | 0.04% | +1,938 | New |
| RDA Financial Network | 1,939 | $449.4K | 0.23% | −76−3.8% | Reduced |
| Retirement Guys Formula LLC | 1,944 | $450.5K | 0.37% | +292+17.7% | Added |
| Nvest Financial, LLC | 1,948 | $451.5K | 0.56% | +4+0.2% | Added |
| Wealth Advisors, Inc. | 1,950 | $451.9K | 0.24% | −1,500−43.5% | Reduced |
| Knowledge Leaders Capital, LLC | 1,951 | $452.1K | 0.60% | +3+0.2% | Added |
| Quantinno Capital Management LP | 1,954 | $453.0K | 0.03% | −4,690−70.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,959 | $454.1K | 0.07% | +151+8.4% | Added |
| Beaumont Financial Advisors, LLC | 1,963 | $454.9K | 0.05% | +1,963 | New |
| Brown, Lisle/Cummings, Inc. | 1,970 | $456.5K | 0.25% | 00.0% | Unchanged |
| CNB Bank | 1,981 | $459.1K | 0.29% | +48+2.5% | Added |
| Silverlake Wealth Management LLC | 1,983 | $459.5K | 0.29% | +1+0.1% | Added |
| Virtu Financial LLC | 1,992 | $461.0K | 0.06% | −3,513−63.8% | Reduced |
| Keebeck Wealth Management, LLC | 1,992 | $461.6K | 0.08% | −48−2.4% | Reduced |
| Community Bank, N.A. | 2,000 | $463.5K | 0.06% | −305−13.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $464.7K | 0.01% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,023 | $468.8K | 0.17% | +20+1.0% | Added |
| Tudor Investment Corp Et Al | 2,024 | $469.0K | 0.01% | +1,015+100.6% | Added |
| Personal Cfo Solutions, LLC | 2,053 | $475.9K | 0.10% | +374+22.3% | Added |
| Meridian Wealth Advisors, LLC | 2,058 | $476.9K | 0.12% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,069 | $479.5K | 0.02% | +172+9.1% | Added |
| Confluence Wealth Services, Inc. | 2,085 | $483.2K | 0.13% | +10.0% | Added |
| Martingale Asset Management L P | 2,090 | $484.4K | 0.01% | +2,090 | New |
| Apollon Wealth Management, LLC | 2,098 | $486.3K | 0.03% | +439+26.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,100 | $486.7K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,100 | $486.7K | 0.36% | +2,100 | New |
| Allred Capital Management, LLC | 2,108 | $488.6K | 0.27% | +10.0% | Added |
| Navalign, LLC | 2,111 | $489.1K | 0.20% | −32−1.5% | Reduced |
| CAPROCK Group, Inc. | 2,120 | $491.3K | 0.05% | +366+20.9% | Added |
| Newman Dignan & Sheerar, Inc. | 2,127 | $493.0K | 0.16% | +53+2.6% | Added |
| Symmetry Partners, LLC | 2,131 | $494.0K | 0.03% | +761+55.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,133 | $494.3K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,146 | $497.3K | 0.35% | +41+1.9% | Added |
| Haverford Trust Co | 2,148 | $497.8K | 0.01% | +420+24.3% | Added |
| Resources Investment Advisors, LLC. | 2,155 | $499.4K | 0.01% | −136−5.9% | Reduced |
| Cim Investment Mangement Inc | 2,157 | $499.9K | 0.20% | −57−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 2,157 | $499.9K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,192 | $508.0K | 0.03% | −146−6.2% | Reduced |
| Jefferies Financial Group Inc. | 2,195 | $508.7K | 0.01% | +2,195 | New |
| WealthTrust Axiom LLC | 2,200 | $509.9K | 0.18% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,201 | $510.0K | 0.36% | +70+3.3% | Added |
| Leonteq Securities AG | 2,207 | $511.5K | 0.03% | +547+33.0% | Added |
| Texas Yale Capital Corp. | 2,214 | $513.1K | 0.03% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 2,231 | $517.0K | 0.20% | −548−19.7% | Reduced |
| MQS Management LLC | 2,233 | $517.5K | 0.35% | +2,233 | New |
| Lokken Investment Group LLC | 2,237 | $518.5K | 0.41% | +105+4.9% | Added |
| Tributary Capital Management, LLC | 2,250 | $521.0K | 0.05% | −30−1.3% | Reduced |
| Financial Advocates Investment Management | 2,250 | $521.3K | 0.04% | −4,185−65.0% | Reduced |
| Allworth Financial LP | 2,269 | $525.8K | 0.01% | +47+2.1% | Added |
| 1620 Investment Advisors, Inc. | 2,277 | $527.7K | 0.64% | +84+3.8% | Added |
| Balentine LLC | 2,291 | $530.9K | 0.02% | +108+4.9% | Added |
| Wilkinson Global Asset Management LLC | 2,310 | $535.3K | 0.04% | −40−1.7% | Reduced |
| Chicago Trust Co NA | 2,316 | $537.0K | 0.13% | −65−2.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,328 | $539.6K | 0.35% | −6−0.3% | Reduced |