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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 2,335 | $541.1K | 0.17% | +251+12.0% | Added |
| Seeyond | 2,347 | $543.9K | 0.05% | −4,727−66.8% | Reduced |
| Cozad Asset Management Inc | 2,349 | $544.4K | 0.08% | −72−3.0% | Reduced |
| Stratos Wealth Advisors, LLC | 2,351 | $545.0K | 0.05% | −52−2.2% | Reduced |
| Pendal Group Limited | 2,358 | $546.5K | 0.00% | +1,118+90.2% | Added |
| IHT Wealth Management, LLC | 2,361 | $547.1K | 0.03% | +277+13.3% | Added |
| Athena Investment Management | 2,362 | $547.4K | 0.40% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,362 | $547.4K | 0.40% | +122+5.4% | Added |
| Credential Qtrade Securities Inc. | 2,381 | $551.8K | 0.04% | +10+0.4% | Added |
| Park National Corp | 2,386 | $553.0K | 0.02% | +25+1.1% | Added |
| Intact Investment Management Inc. | 2,400 | $556.2K | 0.02% | −600−20.0% | Reduced |
| Arnhold LLC | 2,400 | $556.2K | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,416 | $559.9K | 0.03% | +137+6.0% | Added |
| Prudent Man Advisors, LLC | 2,422 | $562.0K | 0.23% | +688+39.7% | Added |
| CIBC Private Wealth Group, LLC | 2,427 | $562.5K | 0.00% | +306+14.4% | Added |
| Tufton Capital Management | 2,453 | $568.5K | 0.13% | −15−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,470 | $572.4K | 0.01% | −2,838−53.5% | Reduced |
| Ergoteles LLC | 2,476 | $573.8K | 0.02% | −49,875−95.3% | Reduced |
| Verity & Verity, LLC | 2,480 | $574.7K | 0.08% | +2,480 | New |
| Greenleaf Trust | 2,495 | $578.0K | 0.01% | −31−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 2,510 | $581.0K | 0.09% | +205+8.9% | Added |
| Ballentine Partners, LLC | 2,513 | $582.4K | 0.02% | +166+7.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,548 | $590.5K | 0.02% | −5−0.2% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $591.0K | 0.27% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,557 | $593.0K | 0.02% | −26−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,573 | $596.3K | 0.05% | +207+8.7% | Added |
| Lincoln National Corp | 2,593 | $600.8K | 0.01% | −59−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,600 | $602.5K | 0.02% | +70+2.8% | Added |
| Aristotle Atlantic Partners, LLC | 2,624 | $608.1K | 0.03% | −364−12.2% | Reduced |
| Advisors Asset Management, Inc. | 2,638 | $611.4K | 0.01% | +2,046+345.6% | Added |
| Little House Capital LLC | 2,638 | $611.4K | 0.30% | −30−1.1% | Reduced |
| Anchor Investment Management, LLC | 2,644 | $612.7K | 0.09% | +22+0.8% | Added |
| ASB Consultores, LLC | 2,674 | $619.7K | 0.26% | +13+0.5% | Added |
| Schear Investment Advisers, LLC | 2,682 | $621.6K | 0.77% | +2,682 | New |
| Chemung Canal Trust Co | 2,736 | $634.0K | 0.14% | −418−13.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,742 | $635.0K | 0.01% | −55−2.0% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $636.0K | 0.03% | 00.0% | Unchanged |
| Altrafin AG | 2,750 | $637.3K | 0.37% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,750 | $637.3K | 0.08% | +2,750 | New |
| Copperwynd Financial, LLC | 2,785 | $645.4K | 0.36% | −21−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,792 | $647.0K | 0.03% | −90−3.1% | Reduced |
| Dover Advisors, LLC | 2,795 | $647.7K | 0.70% | +2,795 | New |
| Aries Wealth Management | 2,810 | $651.2K | 0.28% | +80+2.9% | Added |
| Bragg Financial Advisors, Inc | 2,825 | $654.7K | 0.04% | +45+1.6% | Added |
| Empirical Finance, LLC | 2,873 | $665.8K | 0.07% | 00.0% | Unchanged |
| Old Port Advisors | 2,889 | $669.5K | 0.25% | −22−0.8% | Reduced |
| Planning Directions Inc | 2,920 | $677.0K | 0.52% | −148−4.8% | Reduced |
| Laidlaw Wealth Management LLC | 2,933 | $679.7K | 0.15% | +13+0.4% | Added |
| Archford Capital Strategies, LLC | 2,937 | $680.6K | 0.16% | −148−4.8% | Reduced |
| First Horizon Advisors, Inc. | 2,945 | $682.5K | 0.03% | +10+0.3% | Added |
| Gateway Investment Advisers LLC | 3,016 | $699.0K | 0.01% | +273+10.0% | Added |
| Bleakley Financial Group, LLC | 3,049 | $706.5K | 0.03% | +3,049 | New |
| Vident Investment Advisory, LLC | 3,051 | $707.1K | 0.03% | −433−12.4% | Reduced |
| Seelaus Asset Management LLC | 3,117 | $722.0K | 0.54% | −533−14.6% | Reduced |
| HMS Capital Management, LLC | 3,123 | $723.8K | 0.49% | −184−5.6% | Reduced |
| Peterson Financial Group, Inc. | 3,138 | $727.6K | 0.96% | −1,716−35.4% | Reduced |
| Lumature Wealth Partners, LLC | 3,153 | $730.7K | 0.41% | +3,153 | New |
| Procyon Private Wealth Partners, LLC | 3,159 | $732.1K | 0.13% | −164−4.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,165 | $733.0K | 0.03% | −68−2.1% | Reduced |
| Intrust Bank NA | 3,168 | $734.2K | 0.10% | −456−12.6% | Reduced |
| Glenmede Trust Co NA | 3,183 | $737.7K | 0.00% | −640−16.7% | Reduced |
| Park Avenue Securities LLC | 3,183 | $738.0K | 0.01% | −142−4.3% | Reduced |
| TLWM | 3,188 | $738.8K | 0.27% | −2,331−42.2% | Reduced |
| Knightsbridge Asset Management, LLC | 3,244 | $752.0K | 0.14% | +3,244 | New |
| Exchange Capital Management, Inc. | 3,258 | $754.9K | 0.17% | −40−1.2% | Reduced |
| Argent Trust Co | 3,267 | $757.1K | 0.05% | −72−2.2% | Reduced |
| Gilbert & Cook, Inc. | 3,291 | $762.7K | 0.14% | +22+0.7% | Added |
| Community Capital Management, Inc. | 3,300 | $764.8K | 0.99% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,301 | $765.0K | 0.39% | +393+13.5% | Added |
| Atlas Brown,Inc. | 3,306 | $766.2K | 0.38% | 00.0% | Unchanged |
| Cutler Group LP | 3,357 | $777.0K | 0.09% | +2,991+817.2% | Added |
| Siemens Fonds Invest GmbH | 3,379 | $783.1K | 0.08% | −296−8.1% | Reduced |
| International Assets Investment Management, LLC | 3,380 | $783.2K | 0.08% | +986+41.2% | Added |
| Prospera Financial Services Inc | 3,399 | $787.8K | 0.04% | +1,421+71.8% | Added |
| Toews Corp | 3,400 | $788.0K | 0.39% | −1,400−29.2% | Reduced |
| First National Advisers, LLC | 3,409 | $790.0K | 1.01% | +360+11.8% | Added |
| Wellington Shields Capital Management, LLC | 3,420 | $792.6K | 0.10% | −1,350−28.3% | Reduced |
| Mirador Capital Partners LP | 3,436 | $796.2K | 0.19% | +133+4.0% | Added |
| CWM, LLC | 3,445 | $798.0K | 0.01% | +460+15.4% | Added |
| Marion Wealth Management | 3,457 | $801.2K | 0.34% | +526+17.9% | Added |
| SYSTM Wealth Solutions LLC | 3,487 | $808.0K | 0.10% | +3,487 | New |
| Achmea Investment Management B.V. | 3,727 | $809.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,498 | $810.7K | 0.01% | +1,032+41.8% | Added |
| Caisse de Depot Et Placement du Quebec | 3,527 | $817.4K | 0.00% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,544 | $821.3K | 0.31% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,567 | $826.7K | 0.04% | +193+5.7% | Added |
| SFMG, LLC | 3,571 | $827.6K | 0.09% | +2+0.1% | Added |
| Meridian Investment Counsel Inc. | 3,575 | $829.0K | 0.33% | −100−2.7% | Reduced |
| Pitcairn Co | 3,579 | $829.4K | 0.08% | +6+0.2% | Added |
| Keybank National Association | 3,583 | $830.4K | 0.00% | −1,230−25.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,601 | $834.5K | 0.48% | +400+12.5% | Added |
| Forte Capital LLC | 3,614 | $837.4K | 0.14% | +424+13.3% | Added |
| Laraway Financial Inc | 3,634 | $839.4K | 0.88% | +14+0.4% | Added |
| Parsons Capital Management Inc | 3,637 | $842.9K | 0.07% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 3,915 | $848.0K | 0.95% | +74+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 3,665 | $849.4K | 0.02% | +3,665 | New |
| Essex Financial Services, Inc. | 3,682 | $853.0K | 0.09% | −39−1.0% | Reduced |
| Forum Financial Management, LP | 3,687 | $854.5K | 0.03% | −11−0.3% | Reduced |
| LVW Advisors, LLC | 3,690 | $855.2K | 0.18% | −210−5.4% | Reduced |
| Piscataqua Savings Bank | 3,710 | $859.8K | 0.73% | −35−0.9% | Reduced |