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 |
|---|---|---|---|---|---|
| South State Corp. | 10,219 | $2.37M | 0.22% | +9,829+2,520.3% | Added |
| Montag A & Associates Inc | 10,234 | $2.37M | 0.16% | −1,018−9.0% | Reduced |
| Stratos Wealth Partners, LTD. | 10,294 | $2.39M | 0.06% | −265−2.5% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.39M | 0.69% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.40M | 1.41% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,340 | $2.40M | 0.18% | −739−6.7% | Reduced |
| Robbins Farley LLC | 10,489 | $2.43M | 1.88% | +56+0.5% | Added |
| Louisiana State Employees Retirement System | 10,500 | $2.43M | 0.07% | +300+2.9% | Added |
| Lee Danner & Bass Inc | 10,705 | $2.48M | 0.23% | +4,331+67.9% | Added |
| Vista Investment Management | 10,788 | $2.50M | 1.43% | +56+0.5% | Added |
| Ar Asset Management Inc | 10,875 | $2.52M | 0.72% | 00.0% | Unchanged |
| FORA Capital, LLC | 11,032 | $2.56M | 0.41% | +11,032 | New |
| Wealthfront Advisers LLC | 11,078 | $2.57M | 0.01% | +8,350+306.1% | Added |
| Verition Fund Management LLC | 11,171 | $2.59M | 0.05% | +5,139+85.2% | Added |
| Norinchukin Bank, The | 11,263 | $2.61M | 0.06% | −3,299−22.7% | Reduced |
| Advisory Services Network, LLC | 11,321 | $2.62M | 0.08% | +700+6.6% | Added |
| Palisade Capital Management LLC | 11,460 | $2.66M | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 11,487 | $2.66M | 0.40% | +80+0.7% | Added |
| Kestra Private Wealth Services, LLC | 11,587 | $2.69M | 0.14% | +6,211+115.5% | Added |
| South Dakota Investment Council | 11,591 | $2.69M | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 11,664 | $2.70M | 0.18% | −20,518−63.8% | Reduced |
| Daiwa Securities Group Inc. | 11,735 | $2.72M | 0.02% | +88+0.8% | Added |
| Maryland State Retirement & Pension System | 11,768 | $2.73M | 0.08% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 11,770 | $2.73M | 0.29% | −522−4.2% | Reduced |
| Coastline Trust Co | 11,840 | $2.74M | 0.41% | +245+2.1% | Added |
| Hartford Investment Management Co | 11,912 | $2.76M | 0.08% | −5,820−32.8% | Reduced |
| Aperture Investors, LLC | 11,925 | $2.76M | 0.45% | −16,582−58.2% | Reduced |
| Storebrand Asset Management AS | 12,068 | $2.80M | 0.02% | +217+1.8% | Added |
| City Holding Co | 12,212 | $2.83M | 0.53% | +370+3.1% | Added |
| Cox Capital Mgt LLC | 12,261 | $2.84M | 1.85% | +381+3.2% | Added |
| Univest Financial Corp | 12,285 | $2.85M | 0.90% | −1,019−7.7% | Reduced |
| Elo Mutual Pension Insurance Co | 12,335 | $2.86M | 0.10% | +111+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,446 | $2.88M | 0.06% | +102+0.8% | Added |
| Oregon Public Employees Retirement Fund | 12,521 | $2.90M | 0.04% | +361+3.0% | Added |
| Sargent Bickham Lagudis LLC | 12,563 | $2.91M | 0.24% | +291+2.4% | Added |
| Kentucky Retirement Systems | 12,629 | $2.93M | 0.12% | +157+1.3% | Added |
| Panagora Asset Management Inc | 12,786 | $2.96M | 0.02% | −2,488−16.3% | Reduced |
| Meridian Management Co | 12,806 | $2.97M | 1.08% | −162−1.2% | Reduced |
| TownSquare Capital, LLC | 12,999 | $3.01M | 0.07% | +420+3.3% | Added |
| Herbst Group, LLC | 13,092 | $3.03M | 2.45% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 13,156 | $3.05M | 0.01% | −12,095−47.9% | Reduced |
| Walleye Trading LLC | 13,360 | $3.10M | 0.08% | +536+4.2% | Added |
| Cypress Asset Management Inc | 13,357 | $3.11M | 1.13% | −317−2.3% | Reduced |
| Ethic Inc. | 13,412 | $3.11M | 0.17% | +6,693+99.6% | Added |
| Intellectus Partners, LLC | 13,436 | $3.11M | 1.08% | +152+1.1% | Added |
| Penserra Capital Management LLC | 13,469 | $3.12M | 0.07% | +13,469 | New |
| Securian Asset Management, Inc | 13,557 | $3.14M | 0.09% | +528+4.1% | Added |
| Linscomb & Williams, Inc. | 13,738 | $3.18M | 0.16% | −250−1.8% | Reduced |
| Legacy CG, LLC | 13,881 | $3.22M | 1.89% | +346+2.6% | Added |
| Commerce Bank | 13,974 | $3.24M | 0.03% | +69+0.5% | Added |
| Narwhal Capital Management | 14,001 | $3.24M | 0.43% | +810+6.1% | Added |
| Bank of Nova Scotia | 14,086 | $3.26M | 0.01% | +131+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 14,092 | $3.27M | 0.06% | −1,999−12.4% | Reduced |
| Hohimer Wealth Management, LLC | 14,104 | $3.27M | 1.04% | −257−1.8% | Reduced |
| British Columbia Investment Management Corp | 14,140 | $3.28M | 0.04% | −1,968−12.2% | Reduced |
| Armstrong Shaw Associates Inc | 14,465 | $3.35M | 3.33% | −179−1.2% | Reduced |
| Sand Hill Global Advisors, LLC | 14,504 | $3.36M | 0.19% | −91−0.6% | Reduced |
| Hoylecohen, LLC | 14,593 | $3.38M | 0.34% | −223−1.5% | Reduced |
| TriaGen Wealth Management LLC | 14,636 | $3.39M | 1.88% | −116−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,640 | $3.39M | 0.01% | −20,060−57.8% | Reduced |
| Beck Capital Management, LLC | 14,640 | $3.39M | 1.43% | −119−0.8% | Reduced |
| Synovus Financial Corp | 14,740 | $3.42M | 0.04% | +346+2.4% | Added |
| Varma Mutual Pension Insurance Co | 15,000 | $3.48M | 0.05% | +15,000 | New |
| Patton Albertson Miller Group, LLC | 15,100 | $3.50M | 0.64% | +21+0.1% | Added |
| Burney Co | 15,225 | $3.53M | 0.18% | −361−2.3% | Reduced |
| Valley National Advisers Inc | 16,238 | $3.62M | 0.65% | −353−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 15,600 | $3.62M | 0.12% | +100+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 15,641 | $3.62M | 0.67% | +2,395+18.1% | Added |
| Captrust Financial Advisors | 15,641 | $3.62M | 0.02% | −841−5.1% | Reduced |
| Valeo Financial Advisors, LLC | 30,470 | $3.65M | 0.20% | +616+2.1% | Added |
| APG Asset Management N.V. | 15,825 | $3.67M | 0.01% | +61+0.4% | Added |
| Fulton Bank, N.A. | 15,883 | $3.68M | 0.21% | +1,497+10.4% | Added |
| Atria Investments LLC | 16,010 | $3.71M | 0.08% | −184−1.1% | Reduced |
| MML Investors Services, LLC | 16,367 | $3.79M | 0.02% | +41+0.3% | Added |
| Qube Research & Technologies Ltd | 16,428 | $3.81M | 0.02% | +16,428 | New |
| Kavar Capital Partners Group, LLC | 16,560 | $3.84M | 0.88% | −115−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 16,621 | $3.85M | 0.07% | −122−0.7% | Reduced |
| Oak Asset Management, LLC | 16,627 | $3.85M | 1.73% | +133+0.8% | Added |
| Allianz Asset Management GmbH | 16,701 | $3.87M | 0.01% | +1,296+8.4% | Added |
| Coldstream Capital Management Inc | 16,866 | $3.91M | 0.14% | +16,866 | New |
| River Wealth Advisors LLC | 16,888 | $3.91M | 0.75% | +1,222+7.8% | Added |
| Rothschild & Co Asset Management US Inc. | 16,917 | $3.92M | 0.06% | −288−1.7% | Reduced |
| Hedeker Wealth, LLC | 17,058 | $3.95M | 1.48% | −22−0.1% | Reduced |
| First Manhattan Co | 17,183 | $3.98M | 0.01% | +460+2.8% | Added |
| Toth Financial Advisory Corp | 17,185 | $3.98M | 0.65% | −20−0.1% | Reduced |
| Assetmark, Inc | 17,195 | $3.98M | 0.02% | +2,001+13.2% | Added |
| Parkside Investments, LLC | 17,275 | $4.00M | 0.80% | +1,630+10.4% | Added |
| Brookstone Capital Management | 18,795 | $4.03M | 0.08% | +6,680+55.1% | Added |
| ExodusPoint Capital Management, LP | 17,390 | $4.03M | 0.06% | +11,862+214.6% | Added |
| Aviance Capital Partners, LLC | 17,474 | $4.05M | 0.94% | +133+0.8% | Added |
| Private Asset Management Inc | 17,483 | $4.05M | 0.69% | +36+0.2% | Added |
| Picton Mahoney Asset Management | 17,575 | $4.07M | 0.21% | +305+1.8% | Added |
| Autus Asset Management, LLC | 17,693 | $4.10M | 0.74% | −232−1.3% | Reduced |
| Westpac Banking Corp | 17,872 | $4.14M | 0.06% | +2,272+14.6% | Added |
| Peddock Capital Advisors, LLC | 18,012 | $4.17M | 1.62% | +317+1.8% | Added |
| Providence Capital Advisors, LLC | 18,085 | $4.19M | 1.13% | +28+0.2% | Added |
| Citizens Business Bank | 18,108 | $4.20M | 0.96% | −123−0.7% | Reduced |
| Joho Capital LLC | 18,215 | $4.22M | 1.37% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 18,279 | $4.24M | 0.12% | +13,378+273.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 18,395 | $4.26M | 1.07% | −86−0.5% | Reduced |