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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 1,000 | $231.8K | 0.43% | +1,000 | New |
| Conning Inc. | 999 | $231.5K | 0.01% | −12−1.2% | Reduced |
| Successful Portfolios LLC | 990 | $230.0K | 0.15% | −41−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 947 | $229.0K | 0.03% | −404−29.9% | Reduced |
| Jump Financial, LLC | 987 | $228.7K | 0.01% | −24,534−96.1% | Reduced |
| Premier Asset Management LLC | 978 | $226.7K | 0.28% | −18−1.8% | Reduced |
| Shelton Wealth Management, LLC | 967 | $224.2K | 0.18% | −93−8.8% | Reduced |
| AdvisorShares Investments LLC | 967 | $224.1K | 0.06% | −856−47.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 965 | $223.6K | 0.03% | −726−42.9% | Reduced |
| Cohen Investment Advisors LLC | 962 | $222.9K | 0.19% | −11−1.1% | Reduced |
| Personal Capital Advisors Corp | 958 | $222.0K | 0.00% | +958 | New |
| Accel Wealth Management | 956 | $221.5K | 0.11% | +3+0.3% | Added |
| Ossiam | 952 | $220.6K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 943 | $218.6K | 0.05% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 937 | $217.2K | 0.20% | +20+2.2% | Added |
| Freestone Capital Holdings, LLC | 934 | $216.5K | 0.01% | −108−10.4% | Reduced |
| Callahan Advisors, LLC | 931 | $215.7K | 0.03% | −84−8.3% | Reduced |
| WNY Asset Management, LLC | 930 | $215.4K | 0.06% | +930 | New |
| Pinnacle Wealth Planning Services, Inc. | 927 | $214.8K | 0.04% | −12−1.3% | Reduced |
| Seneca Financial Advisors LLC | 927 | $214.8K | 0.14% | +3+0.3% | Added |
| Monetary Management Group Inc | 925 | $214.4K | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 920 | $213.2K | 0.07% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 919 | $212.9K | 0.06% | +17+1.9% | Added |
| Modus Advisors, LLC | 918 | $212.7K | 0.10% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 913 | $211.6K | 0.05% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 913 | $211.5K | 0.05% | +913 | New |
| Aureus Asset Management, LLC | 911 | $211.1K | 0.02% | 00.0% | Unchanged |
| Collective Family Office LLC | 904 | $209.5K | 0.09% | −102−10.1% | Reduced |
| Integrated Advisors Network LLC | 903 | $209.3K | 0.01% | +903 | New |
| Wexford Capital LP | 903 | $209.3K | 0.04% | −163−15.3% | Reduced |
| Stockman Wealth Management, Inc. | 900 | $208.6K | 0.05% | +900 | New |
| Seed Wealth Management, Inc. | 900 | $208.6K | 0.24% | +900 | New |
| Seaport Global Advisors, LLC | 896 | $207.6K | 0.72% | +42+4.9% | Added |
| Knights of Columbus Asset Advisors LLC | 890 | $206.3K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 883 | $204.7K | 0.01% | +13+1.5% | Added |
| Greenfield Savings Bank | 877 | $203.2K | 0.13% | −132−13.1% | Reduced |
| EverSource Wealth Advisors, LLC | 873 | $202.4K | 0.03% | −88−9.2% | Reduced |
| HNP Capital LLC | 867 | $200.9K | 0.06% | −311−26.4% | Reduced |
| Wealth Architects, LLC | 866 | $200.7K | 0.04% | +866 | New |
| Columbia Trust Co 01012016 | 863 | $200.0K | 0.11% | +863 | New |
| Insigneo Advisory Services, LLC | 863 | $200.0K | 0.08% | +863 | New |
| Smithfield Trust Co | 850 | $198.0K | 0.01% | +10+1.2% | Added |
| Ellevest, Inc. | 837 | $194.0K | 0.02% | +47+5.9% | Added |
| Fortis Advisors, LLC | 831 | $192.6K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 799 | $185.2K | 0.02% | +2+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 764 | $177.1K | 0.01% | +764 | New |
| Creative Financial Designs Inc | 758 | $175.7K | 0.03% | −7−0.9% | Reduced |
| Coppell Advisory Solutions LLC | 751 | $174.1K | 0.06% | +751 | New |
| Coppell Advisory Solutions Corp. | 751 | $174.1K | 0.06% | +751 | New |
| Colonial Trust Co | 741 | $171.7K | 0.05% | +741 | New |
| Itau Unibanco Holding S.A. | 731 | $171.6K | 0.01% | −85−10.4% | Reduced |
| Baldwin Brothers Inc | 735 | $170.3K | 0.02% | +40+5.8% | Added |
| Proequities, Inc. | 677 | $156.9K | 0.01% | −57−7.8% | Reduced |
| Rosenberg Matthew Hamilton | 674 | $156.3K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 662 | $153.4K | 0.04% | −563−46.0% | Reduced |
| Grove Bank & Trust | 646 | $150.0K | 0.03% | −291−31.1% | Reduced |
| TSFG, LLC | 608 | $141.0K | 0.06% | +265+77.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $140.0K | 0.10% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 586 | $135.8K | 0.02% | +586 | New |
| AdvisorNet Financial, Inc | 582 | $134.9K | 0.01% | −659−53.1% | Reduced |
| Tobam | 561 | $130.0K | 0.01% | −272−32.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 544 | $126.1K | 0.00% | +50+10.1% | Added |
| City State Bank | 539 | $125.0K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 538 | $124.7K | 0.12% | +100+22.8% | Added |
| Old Second National Bank of Aurora | 532 | $123.3K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 510 | $118.2K | 0.03% | +100+24.4% | Added |
| Tradition Wealth Management, LLC | 510 | $118.0K | 0.02% | +38+8.1% | Added |
| Alta Advisers Ltd | 500 | $116.0K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $116.0K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $115.9K | 0.09% | +500 | New |
| Financial Management Professionals, Inc. | 497 | $115.0K | 0.02% | −26−5.0% | Reduced |
| American National Bank | 497 | $115.0K | 0.02% | +473+1,970.8% | Added |
| Eagle Bay Advisors LLC | 493 | $114.3K | 0.06% | −126−20.4% | Reduced |
| Archer Investment Corp | 492 | $114.0K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 482 | $111.8K | 0.01% | +482 | New |
| Vestor Capital, LLC | 480 | $111.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 478 | $110.8K | 0.00% | +478 | New |
| Princeton Global Asset Management LLC | 475 | $110.0K | 0.04% | −10−2.1% | Reduced |
| Manchester Capital Management LLC | 470 | $108.9K | 0.02% | +59+14.4% | Added |
| Register Financial Advisors LLC | 468 | $108.4K | 0.07% | +468 | New |
| Headlands Technologies LLC | 456 | $106.0K | 0.08% | +456 | New |
| First Pacific Advisors, LP | 451 | $104.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 431 | $99.9K | 0.02% | +270+167.7% | Added |
| Key Financial Inc | 425 | $97.6K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 405 | $93.9K | 0.00% | −250−38.2% | Reduced |
| Evermay Wealth Management LLC | 404 | $93.6K | 0.02% | +344+573.3% | Added |
| Optimum Investment Advisors | 400 | $92.7K | 0.05% | −100−20.0% | Reduced |
| Financial Perspectives, Inc | 400 | $92.7K | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 400 | $92.7K | 0.01% | +400 | New |
| Pathway Financial Advisers, LLC | 401 | $92.7K | 0.04% | +401 | New |
| Western Pacific Wealth Management, LP | 391 | $90.6K | 0.08% | +141+56.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 341 | $79.0K | 0.00% | −255−42.8% | Reduced |
| General Partner, Inc. | 332 | $76.9K | 0.07% | +332 | New |
| Pin Oak Investment Advisors Inc | 318 | $74.0K | 0.09% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 303 | $70.0K | 0.02% | +284+1,494.7% | Added |
| Worth Asset Management, LLC | 301 | $69.8K | 0.05% | −100−24.9% | Reduced |
| Clean Yield Group | 300 | $69.5K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $65.1K | 0.01% | +84+42.6% | Added |
| Global Trust Asset Management, LLC | 280 | $64.9K | 0.03% | 00.0% | Unchanged |