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 |
|---|---|---|---|---|---|
| Lipe & Dalton | 5,706 | $1.32M | 0.76% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,709 | $1.32M | 0.04% | −319−5.3% | Reduced |
| Terra Nova Asset Management LLC | 5,727 | $1.33M | 1.39% | −292−4.9% | Reduced |
| First Hawaiian Bank | 5,748 | $1.33M | 0.05% | −295−4.9% | Reduced |
| U S Global Investors Inc | 5,750 | $1.33M | 0.08% | +5,750 | New |
| Burns J W & Co Inc | 5,758 | $1.33M | 0.24% | −448−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,757 | $1.33M | 0.12% | +47+0.8% | Added |
| Crossmark Global Holdings, Inc. | 5,801 | $1.34M | 0.03% | +679+13.3% | Added |
| Bryn Mawr Trust Co | 5,900 | $1.37M | 0.06% | −200−3.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,915 | $1.37M | 0.61% | +238+4.2% | Added |
| McDonald Partners LLC | 5,921 | $1.37M | 0.47% | −60−1.0% | Reduced |
| Benedict Financial Advisors Inc | 5,971 | $1.38M | 0.41% | +83+1.4% | Added |
| Miller Investment Management, LP | 6,000 | $1.39M | 0.24% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 6,155 | $1.43M | 3.14% | −1,269−17.1% | Reduced |
| Pearl River Capital, LLC | 6,161 | $1.43M | 0.24% | +6,161 | New |
| Garner Asset Management Corp | 6,315 | $1.46M | 0.72% | +30.0% | Added |
| Colony Group LLC | 6,340 | $1.47M | 0.02% | +1,423+28.9% | Added |
| Oppenheimer & Co Inc | 6,401 | $1.48M | 0.03% | −225−3.4% | Reduced |
| Aevitas Wealth Management, Inc. | 6,478 | $1.50M | 0.89% | +8+0.1% | Added |
| Laurel Wealth Advisors, Inc. | 6,606 | $1.53M | 0.15% | −302−4.4% | Reduced |
| Capula Management Ltd | 6,646 | $1.54M | 0.16% | +6,646 | New |
| Umb Bank N A | 6,666 | $1.54M | 0.02% | −390−5.5% | Reduced |
| JustInvest LLC | 6,680 | $1.55M | 0.06% | −327−4.7% | Reduced |
| Private Advisor Group, LLC | 18,433 | $1.55M | 0.08% | +44+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 6,751 | $1.56M | 0.03% | −5−0.1% | Reduced |
| Sigma Planning Corp | 6,866 | $1.59M | 0.06% | −133−1.9% | Reduced |
| Marco Investment Management LLC | 6,971 | $1.62M | 0.19% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,980 | $1.62M | 0.62% | +18+0.3% | Added |
| Pflug Koory, LLC | 7,021 | $1.63M | 0.90% | −10−0.1% | Reduced |
| BDO Wealth Advisors, LLC | 7,058 | $1.64M | 0.20% | +157+2.3% | Added |
| MAI Capital Management | 7,062 | $1.64M | 0.03% | +1,834+35.1% | Added |
| Philadelphia Trust Co | 7,076 | $1.64M | 0.18% | −551−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 7,087 | $1.64M | 0.04% | +1,226+20.9% | Added |
| Cross Staff Investments Inc | 7,096 | $1.64M | 1.73% | 00.0% | Unchanged |
| Point72 Middle East FZE | 7,098 | $1.64M | 0.13% | +7,098 | New |
| Great Lakes Advisors, LLC | 7,168 | $1.66M | 0.10% | −5−0.1% | Reduced |
| Zevenbergen Capital Investments LLC | 7,175 | $1.66M | 0.06% | +40+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 7,208 | $1.67M | 0.51% | −148−2.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,284 | $1.69M | 0.03% | −68,310−90.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,321 | $1.70M | 0.03% | −184−2.5% | Reduced |
| West Oak Capital, LLC | 7,433 | $1.72M | 0.90% | −540−6.8% | Reduced |
| Pinnacle Financial Partners Inc | 7,437 | $1.72M | 0.05% | +246+3.4% | Added |
| Gs Investments, Inc. | 7,485 | $1.73M | 1.07% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 7,509 | $1.74M | 1.61% | −166−2.2% | Reduced |
| Condor Capital Management | 7,510 | $1.74M | 0.22% | +27+0.4% | Added |
| Vestcor Inc | 7,541 | $1.75M | 0.06% | +2,945+64.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.75M | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,615 | $1.77M | 0.04% | +2,001+26.3% | Added |
| Moody National Bank Trust Division | 7,707 | $1.79M | 0.16% | −29−0.4% | Reduced |
| New Mexico Educational Retirement Board | 7,721 | $1.79M | 0.10% | −600−7.2% | Reduced |
| Citizens National Bank Trust Department | 7,720 | $1.79M | 0.50% | −125−1.6% | Reduced |
| Webster Bank, N. A. | 7,733 | $1.79M | 0.24% | −50−0.6% | Reduced |
| VitalStone Financial, LLC | 7,784 | $1.80M | 1.23% | +7,784 | New |
| Archon Partners LLC | 7,825 | $1.81M | 0.33% | −1,075−12.1% | Reduced |
| Allstate Corp | 7,831 | $1.81M | 0.06% | +120+1.6% | Added |
| Allstate Investment Management Co | 7,831 | $1.81M | 0.06% | +7,831 | New |
| We Are One Seven, LLC | 7,899 | $1.83M | 0.18% | +388+5.2% | Added |
| Triangle Securities Wealth Management | 8,024 | $1.86M | 0.68% | −47−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,057 | $1.87M | 0.08% | −3,559−30.6% | Reduced |
| Ziegler Capital Management, LLC | 8,059 | $1.87M | 0.08% | −113−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 8,067 | $1.87M | 0.01% | −47−0.6% | Reduced |
| TD Private Client Wealth LLC | 8,108 | $1.88M | 0.09% | −1,973−19.6% | Reduced |
| HM Payson & Co | 8,111 | $1.88M | 0.05% | −1,478−15.4% | Reduced |
| Kingsview Wealth Management, LLC | 8,117 | $1.88M | 0.08% | −13−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 8,122 | $1.88M | 0.07% | +916+12.7% | Added |
| HCR Wealth Advisors | 8,290 | $1.92M | 0.40% | −356−4.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,344 | $1.93M | 2.13% | −5−0.1% | Reduced |
| Fernwood Investment Management, LLC | 8,378 | $1.94M | 0.80% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 8,485 | $1.97M | 1.10% | −2,725−24.3% | Reduced |
| Dynamic Advisor Solutions LLC | 8,501 | $1.97M | 0.13% | −231−2.6% | Reduced |
| Illinois Municipal Retirement Fund | 8,749 | $2.03M | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 8,848 | $2.05M | 0.03% | +4,256+92.7% | Added |
| Capital Analysts, LLC | 8,968 | $2.08M | 0.13% | −310−3.3% | Reduced |
| Leeward Financial Partners, LLC | 9,022 | $2.09M | 1.44% | +9,022 | New |
| National Asset Management, Inc. | 9,057 | $2.10M | 0.06% | −8,378−48.1% | Reduced |
| Rafferty Asset Management, LLC | 9,108 | $2.11M | 0.02% | +4,615+102.7% | Added |
| Bangor Savings Bank | 9,125 | $2.12M | 0.25% | −601−6.2% | Reduced |
| Occidental Asset Management, LLC | 9,139 | $2.12M | 0.58% | +320+3.6% | Added |
| Northstar Asset Management LLC | 9,148 | $2.12M | 0.67% | −100−1.1% | Reduced |
| Metropolitan Life Insurance Co | 9,175 | $2.13M | 0.10% | −311−3.3% | Reduced |
| Quantbot Technologies LP | 9,191 | $2.13M | 0.15% | +9,191 | New |
| Griffin Asset Management, Inc. | 9,306 | $2.16M | 0.33% | +30+0.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 9,310 | $2.16M | 0.33% | −925−9.0% | Reduced |
| Wunderlich Capital Managemnt | 9,378 | $2.17M | 1.21% | +58+0.6% | Added |
| WD Rutherford LLC | 9,285 | $2.17M | 1.71% | −270−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 9,397 | $2.18M | 0.53% | −10.0% | Reduced |
| Essex Investment Management Co LLC | 9,417 | $2.18M | 0.34% | −155−1.6% | Reduced |
| Belpointe Asset Management LLC | 9,418 | $2.18M | 0.13% | −106−1.1% | Reduced |
| Cobblestone Capital Advisors LLC | 9,489 | $2.20M | 0.17% | +20.0% | Added |
| Xcel Wealth Management, LLC | 9,659 | $2.24M | 0.88% | −150−1.5% | Reduced |
| Richard Bernstein Advisors LLC | 9,687 | $2.24M | 0.05% | +9,687 | New |
| B. Metzler seel. Sohn & Co. AG | 9,709 | $2.25M | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,762 | $2.26M | 0.11% | +9,234+1,748.9% | Added |
| Baldwin Investment Management, LLC | 9,785 | $2.27M | 0.41% | +1,690+20.9% | Added |
| Candriam Luxembourg S.C.A. | 9,975 | $2.31M | 0.02% | −1,039−9.4% | Reduced |
| IFP Advisors, Inc | 10,354 | $2.32M | 0.07% | −4,589−30.7% | Reduced |
| EULAV Asset Management | 10,000 | $2.32M | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,028 | $2.32M | 0.01% | −536−5.1% | Reduced |
| Lazard Asset Management LLC | 10,131 | $2.35M | 0.00% | +1,179+13.2% | Added |
| Carnegie Capital Asset Management, LLC | 10,139 | $2.35M | 0.10% | −378−3.6% | Reduced |