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 |
|---|---|---|---|---|---|
| Diamant Asset Management, Inc. | 3,725 | $863.3K | 0.78% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,726 | $863.5K | 0.02% | +2,214+146.4% | Added |
| Moneta Group Investment Advisors LLC | 3,736 | $865.0K | 0.02% | −670−15.2% | Reduced |
| Crescent Sterling, Ltd. | 3,811 | $883.2K | 0.95% | +3,811 | New |
| Geo Capital Gestora de Recursos Ltd | 3,830 | $888.0K | 0.71% | +3,574+1,396.1% | Added |
| ELCO Management Co., LLC | 3,846 | $891.3K | 0.67% | −100−2.5% | Reduced |
| Prentice Wealth Management LLC | 3,850 | $892.2K | 0.45% | −11−0.3% | Reduced |
| Delta Financial Advisors LLC | 3,889 | $901.3K | 0.44% | +10.0% | Added |
| Eads & Heald Wealth Management | 3,900 | $904.0K | 0.46% | +222+6.0% | Added |
| GWM Advisors LLC | 7,306 | $905.4K | 0.02% | −1,882−20.5% | Reduced |
| Perigon Wealth Management, LLC | 3,933 | $911.4K | 0.06% | +903+29.8% | Added |
| Bessemer Group Inc | 3,968 | $918.0K | 0.00% | −7−0.2% | Reduced |
| Boston Private Wealth LLC | 3,994 | $925.7K | 0.01% | −62−1.5% | Reduced |
| Scott Investment Partners LLP | 4,000 | $927.0K | 2.24% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,014 | $930.0K | 0.02% | +1,946+94.1% | Added |
| Stableford Capital II LLC | 4,321 | $931.2K | 0.50% | +20+0.5% | Added |
| Unigestion Holding SA | 3,975 | $933.3K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,031 | $934.1K | 0.10% | −548−12.0% | Reduced |
| Waterfront Wealth Inc. | 4,114 | $941.2K | 0.32% | +227+5.8% | Added |
| Echo Street Capital Management LLC | 4,108 | $952.0K | 0.01% | +1,966+91.8% | Added |
| MidWestOne Financial Group, Inc. | 4,116 | $953.9K | 0.22% | −15−0.4% | Reduced |
| Ieq Capital, LLC | 4,207 | $974.9K | 0.03% | −568−11.9% | Reduced |
| Segall Bryant & Hamill, LLC | 4,227 | $979.0K | 0.01% | −121−2.8% | Reduced |
| Spire Wealth Management | 4,243 | $983.0K | 0.06% | −34−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,278 | $991.4K | 0.09% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 4,319 | $1.00M | 0.05% | +41+1.0% | Added |
| Ballast, Inc. | 4,321 | $1.00M | 0.44% | +38+0.9% | Added |
| Spouting Rock Asset Management, LLC | 4,339 | $1.01M | 0.75% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,353 | $1.01M | 0.02% | −429−9.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,367 | $1.01M | 0.01% | −21−0.5% | Reduced |
| Herold Advisors, Inc. | 4,375 | $1.01M | 0.43% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 4,392 | $1.02M | 0.99% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,427 | $1.03M | 0.21% | −13−0.3% | Reduced |
| Western Wealth Management, LLC | 4,435 | $1.03M | 0.11% | −1,128−20.3% | Reduced |
| Ameritas Advisory Services, LLC | 4,439 | $1.03M | 0.05% | +337+8.2% | Added |
| Platform Technology Partners | 4,441 | $1.03M | 0.53% | +937+26.7% | Added |
| ICA Group Wealth Management, LLC | 4,454 | $1.03M | 0.24% | +323+7.8% | Added |
| Pictet & Cie (Europe) SA | 4,548 | $1.05M | 0.05% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 4,553 | $1.06M | 0.03% | +4,553 | New |
| Baker Tilly Wealth Management, LLC | 4,560 | $1.06M | 0.13% | +136+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,561 | $1.06M | 0.16% | +3,569+359.8% | Added |
| Clearstead Advisors, LLC | 4,568 | $1.06M | 0.08% | +340+8.0% | Added |
| Venture Visionary Partners LLC | 4,571 | $1.06M | 0.08% | +221+5.1% | Added |
| Veritable, L.P. | 4,581 | $1.06M | 0.02% | +93+2.1% | Added |
| Choate Investment Advisors | 4,594 | $1.06M | 0.06% | −140−3.0% | Reduced |
| Gamco Investors, Inc. Et Al | 4,600 | $1.07M | 0.01% | +1,600+53.3% | Added |
| Byrne Asset Management LLC | 4,647 | $1.08M | 0.78% | −232−4.8% | Reduced |
| Wealth Alliance | 4,685 | $1.09M | 0.19% | −3−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,685 | $1.09M | 0.06% | +347+8.0% | Added |
| Metis Global Partners, LLC | 4,691 | $1.09M | 0.10% | +745+18.9% | Added |
| Investment Management Corp of Ontario | 4,729 | $1.10M | 0.05% | +4,729 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,742 | $1.10M | 0.02% | +704+17.4% | Added |
| Haverford Financial Services, Inc. | 4,770 | $1.11M | 0.30% | 00.0% | Unchanged |
| Tredje AP-fonden | 4,777 | $1.11M | 0.02% | −6,895−59.1% | Reduced |
| Bahl & Gaynor Inc | 4,820 | $1.12M | 0.01% | +373+8.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,820 | $1.12M | 0.05% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 4,823 | $1.12M | 0.14% | +3,728+340.5% | Added |
| Paradigm Asset Management Co LLC | 4,900 | $1.14M | 0.32% | +4,900 | New |
| Fairbanks Capital Management, Inc. | 4,950 | $1.15M | 1.02% | −17−0.3% | Reduced |
| Boothbay Fund Management, LLC | 4,964 | $1.15M | 0.04% | +4,964 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,987 | $1.16M | 0.03% | −4,061−44.9% | Reduced |
| Hoertkorn Richard Charles | 5,000 | $1.16M | 0.61% | −2,300−31.5% | Reduced |
| Capital Management Associates | 5,000 | $1.16M | 1.72% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,022 | $1.16M | 0.28% | +3+0.1% | Added |
| Zeke Capital Advisors, LLC | 5,026 | $1.16M | 0.08% | +3,611+255.2% | Added |
| Shapiro Capital Management LLC | 5,030 | $1.17M | 0.03% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,057 | $1.17M | 0.55% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,070 | $1.17M | 0.02% | +315+6.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,087 | $1.18M | 0.03% | −831−14.0% | Reduced |
| Guardian Capital Advisors LP | 5,350 | $1.19M | 0.14% | −200−3.6% | Reduced |
| Peak Financial Advisors LLC | 5,214 | $1.21M | 1.10% | +55+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,233 | $1.21M | 0.06% | −12−0.2% | Reduced |
| Caldwell Trust Co | 5,239 | $1.21M | 0.17% | +437+9.1% | Added |
| Bank Hapoalim BM | 5,260 | $1.22M | 0.15% | +190+3.7% | Added |
| WT Wealth Management | 5,268 | $1.22M | 0.59% | +5,268 | New |
| Comerica Securities,inc. | 5,274 | $1.22M | 0.09% | −38−0.7% | Reduced |
| Cumberland Partners Ltd | 5,285 | $1.22M | 0.13% | +1,250+31.0% | Added |
| Brown Advisory Inc | 5,291 | $1.23M | 0.00% | +92+1.8% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.23M | 1.08% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 5,301 | $1.23M | 0.76% | −20−0.4% | Reduced |
| Arrow Financial Corp | 5,299 | $1.23M | 0.17% | −40−0.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,382 | $1.25M | 1.65% | +155+3.0% | Added |
| Andra AP-fonden | 5,400 | $1.25M | 0.04% | −10,700−66.5% | Reduced |
| Toroso Investments, LLC | 5,422 | $1.26M | 0.05% | +320+6.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,429 | $1.26M | 0.32% | +5,429 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,436 | $1.26M | 0.01% | +149+2.8% | Added |
| Fiduciary Trust Co | 5,443 | $1.26M | 0.02% | +291+5.6% | Added |
| Trust Investment Advisors | 5,452 | $1.26M | 1.19% | −59−1.1% | Reduced |
| Guardian Capital LP | 5,455 | $1.26M | 0.04% | −728−11.8% | Reduced |
| Barden Capital Management, Inc. | 5,465 | $1.26M | 1.30% | +649+13.5% | Added |
| Jacobi Capital Management LLC | 5,470 | $1.27M | 0.16% | −29−0.5% | Reduced |
| Kennedy Investment Group | 5,489 | $1.27M | 0.81% | +5,489 | New |
| Regal Investment Advisors LLC | 5,538 | $1.28M | 0.12% | −20−0.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,578 | $1.29M | 0.95% | −142−2.5% | Reduced |
| Altman Advisors, Inc. | 5,838 | $1.30M | 0.80% | −285−4.7% | Reduced |
| Cambria Investment Management, L.P. | 5,640 | $1.31M | 0.11% | +282+5.3% | Added |
| Dudley Capital Management, LLC | 5,654 | $1.31M | 0.96% | +5,654 | New |
| Aberdeen Wealth Management LLC | 5,655 | $1.31M | 0.99% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,681 | $1.32M | 0.04% | −65−1.1% | Reduced |
| Advisor Partners II, LLC | 5,690 | $1.32M | 0.08% | +320+6.0% | Added |