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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 1,455 | $337.0K | 0.06% | +1,455 | New |
| Gilman Hill Asset Management, LLC | 1,445 | $334.9K | 0.07% | −227−13.6% | Reduced |
| Regions Financial Corp | 1,427 | $331.0K | 0.00% | −59−4.0% | Reduced |
| IFG Advisory, LLC | 1,413 | $327.0K | 0.03% | +1,413 | New |
| Probity Advisors, Inc. | 1,411 | $327.0K | 0.07% | −44−3.0% | Reduced |
| King Luther Capital Management Corp | 1,400 | $324.4K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,400 | $324.4K | 0.07% | +200+16.7% | Added |
| SG Americas Securities, LLC | 1,400 | $324.0K | 0.00% | −8,946−86.5% | Reduced |
| Atom Investors LP | 1,389 | $321.9K | 0.16% | +1,389 | New |
| Brandywine Oak Private Wealth LLC | 1,387 | $321.4K | 0.04% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,375 | $319.0K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,369 | $317.3K | 0.05% | −56−3.9% | Reduced |
| Avidian Wealth Solutions, LLC | 1,361 | $315.3K | 0.02% | +1,361 | New |
| Alhambra Investment Partners LLC | 1,335 | $309.4K | 0.23% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,314 | $305.0K | 0.02% | 00.0% | Unchanged |
| Farmers Trust Co | 1,316 | $305.0K | 0.07% | +90+7.3% | Added |
| Acrisure Capital Management, LLC | 1,309 | $303.4K | 0.34% | +1,309 | New |
| Capital Advisory Group Advisory Services, LLC | 1,303 | $302.0K | 0.21% | +43+3.4% | Added |
| Inlet Private Wealth, LLC | 1,301 | $301.5K | 0.08% | +1,301 | New |
| Investors Asset Management of Georgia Inc | 1,288 | $298.6K | 0.16% | +50+4.0% | Added |
| Flagship Harbor Advisors, LLC | 1,284 | $297.5K | 0.03% | +32+2.6% | Added |
| Claro Advisors LLC | 1,283 | $297.4K | 0.10% | −76−5.6% | Reduced |
| Strategic Blueprint, LLC | 1,282 | $297.0K | 0.03% | +14+1.1% | Added |
| FDx Advisors, Inc. | 1,282 | $297.0K | 0.01% | −6−0.5% | Reduced |
| AlphaCore Capital LLC | 1,280 | $296.6K | 0.12% | +240+23.1% | Added |
| North Star Investment Management Corp. | 1,273 | $295.0K | 0.03% | +7+0.6% | Added |
| Cypress Capital Group | 1,267 | $293.6K | 0.04% | +1,267 | New |
| Oak Thistle LLC | 1,258 | $291.5K | 0.63% | +1,258 | New |
| ICW Investment Advisors LLC | 1,257 | $291.4K | 0.17% | +12+1.0% | Added |
| Calton & Associates, Inc. | 1,257 | $291.3K | 0.11% | +99+8.5% | Added |
| Kraematon Investment Advisors, Inc | 1,248 | $289.3K | 0.31% | +1+0.1% | Added |
| Almanack Investment Partners, LLC. | 1,243 | $288.0K | 0.06% | +1,243 | New |
| Hills Bank & Trust Co | 1,238 | $287.0K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 1,239 | $287.0K | 0.01% | +87+7.6% | Added |
| Financial Advisory Service, Inc. | 1,234 | $286.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,231 | $285.3K | 0.23% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,230 | $285.1K | 0.16% | +42+3.5% | Added |
| Signaturefd, LLC | 1,227 | $284.4K | 0.01% | −49−3.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,226 | $284.1K | 0.03% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,224 | $283.7K | 0.39% | +145+13.4% | Added |
| Arete Wealth Advisors, LLC | 8,938 | $283.6K | 0.03% | +8,938 | New |
| Brown Brothers Harriman & Co | 1,223 | $283.4K | 0.00% | +86+7.6% | Added |
| Buckley Wealth Management, LLC | 1,221 | $283.0K | 0.10% | −17−1.4% | Reduced |
| Rise Advisors, LLC | 1,218 | $282.3K | 0.23% | −10−0.8% | Reduced |
| Evoke Wealth, LLC | 1,215 | $281.5K | 0.01% | +392+47.6% | Added |
| Boston Trust Walden Corp | 1,200 | $278.1K | 0.00% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,196 | $277.0K | 0.15% | −2−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,187 | $275.1K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,186 | $274.9K | 0.05% | −5,566−82.4% | Reduced |
| Arvest Trust Co N A | 1,179 | $273.2K | 0.02% | +134+12.8% | Added |
| Centurion Wealth Management LLC | 1,160 | $268.8K | 0.15% | +1,160 | New |
| Searle & Co. | 1,150 | $266.5K | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,147 | $265.8K | 0.04% | −31,925−96.5% | Reduced |
| Accurate Wealth Management, LLC | 1,207 | $265.5K | 0.10% | +120+11.0% | Added |
| New Hampshire Trust | 1,132 | $262.3K | 0.07% | +1,132 | New |
| Strategic Investment Solutions, Inc. | 1,129 | $262.3K | 0.13% | +1,129 | New |
| Veriti Management LLC | 1,127 | $261.2K | 0.03% | +52+4.8% | Added |
| Boston Family Office LLC | 1,128 | $261.0K | 0.02% | −573−33.7% | Reduced |
| Roman Butler Fullerton & Co | 1,165 | $260.7K | 0.13% | +1+0.1% | Added |
| Meritas Wealth Management, LLC | 1,115 | $258.4K | 0.21% | +1,115 | New |
| First Affirmative Financial Network | 1,112 | $257.6K | 0.31% | +309+38.5% | Added |
| Monarch Capital Management Inc | 1,111 | $257.5K | 0.08% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,105 | $256.1K | 0.25% | −205−15.6% | Reduced |
| Socha Financial Group, LLC | 1,105 | $256.0K | 0.18% | +4+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,101 | $255.2K | 0.01% | −293−21.0% | Reduced |
| Gulf International Bank (UK) Ltd | 1,094 | $253.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 1,083 | $251.1K | 0.02% | +62+6.1% | Added |
| Viawealth, LLC | 1,165 | $251.1K | 0.21% | +1,165 | New |
| Fisher Asset Management, LLC | 1,081 | $251.0K | 0.00% | +1,081 | New |
| McLean Asset Management Corp | 1,074 | $248.8K | 0.08% | −1−0.1% | Reduced |
| Weik Capital Management | 1,070 | $248.0K | 0.12% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,069 | $247.7K | 0.15% | −210−16.4% | Reduced |
| Vantage Consulting Group Inc | 1,063 | $246.3K | 0.15% | −41−3.7% | Reduced |
| Syntax Advisors, LLC | 1,063 | $246.3K | 0.21% | −41−3.7% | Reduced |
| Lewis Capital Management, LLC | 1,063 | $246.3K | 0.38% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,061 | $246.0K | 0.11% | −260−19.7% | Reduced |
| Knuff & Co LLC | 1,060 | $245.7K | 0.10% | +5+0.5% | Added |
| Goodwin Daniel L | 1,058 | $245.2K | 0.12% | +10+1.0% | Added |
| Intrua Financial, LLC | 1,132 | $245.1K | 0.06% | −63−5.3% | Reduced |
| Wallace Advisory Group, LLC | 1,054 | $244.3K | 0.19% | +1,054 | New |
| Baxter Bros Inc | 1,050 | $243.0K | 0.04% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,042 | $241.4K | 0.08% | −41−3.8% | Reduced |
| Cornerstone Advisory, LLC | 1,039 | $240.8K | 0.05% | +1+0.1% | Added |
| Shelton Capital Management | 1,027 | $238.0K | 0.03% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,025 | $238.0K | 0.02% | −250−19.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $238.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,022 | $236.9K | 0.05% | −18−1.7% | Reduced |
| Trustcore Financial Services, LLC | 1,022 | $236.8K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,019 | $236.0K | 0.03% | +60+6.3% | Added |
| Baron Wealth Management LLC | 1,015 | $235.1K | 0.18% | +1,015 | New |
| Balboa Wealth Partners | 1,014 | $235.0K | 0.11% | −49−4.6% | Reduced |
| Money Concepts Capital Corp | 1,012 | $234.6K | 0.01% | +605+148.6% | Added |
| Welch Group, LLC | 1,008 | $233.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,978 | $233.4K | 0.25% | +1,978 | New |
| Castle Rock Wealth Management, LLC | 1,021 | $233.4K | 0.10% | +11+1.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $232.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $232.0K | 0.13% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,000 | $231.8K | 0.04% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $231.8K | 0.24% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $231.8K | 0.07% | 00.0% | Unchanged |