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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 1,259 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ4 2022: $31.7B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$31.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2022.

Institutions holding STZ in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Wealth Partners277$64.2K0.02%+277New
Park Place Capital Corp275$64.0K0.02%+275New
Cambridge Trust Co269$63.0K0.00%−18−6.3%Reduced
Farmers & Merchants Investments Inc255$59.1K0.00%+13+5.4%Added
First Command Bank250$58.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.250$58.0K0.01%00.0%Unchanged
Osterweis Capital Management Inc250$57.9K0.00%00.0%Unchanged
Blume Capital Management, Inc.250$57.9K0.02%00.0%Unchanged
Parkside Financial Bank & Trust248$57.5K0.02%+28+12.7%Added
Albion Financial Group245$56.8K0.01%00.0%Unchanged
MinichMacGregor Wealth Management, LLC243$56.5K0.02%+243New
Geneos Wealth Management Inc.239$55.4K0.00%−67−21.9%Reduced
Capital Advisors, Ltd. LLC329$55.0K0.01%+210+176.5%Added
Loomis Sayles & Co L P232$54.0K0.00%+225+3,214.3%Added
Pittenger & Anderson Inc225$52.1K0.00%+225New
Fairfield Financial Advisors, LTD216$50.0K0.02%+1+0.5%Added
Lindbrook Capital, LLC212$49.1K0.01%−607−74.1%Reduced
Newbridge Financial Services Group, Inc.207$48.0K0.03%+193+1,378.6%Added
Silicon Valley Capital Partners203$47.0K0.01%+203New
Farther Finance Advisors, LLC198$45.9K0.02%+198New
Glen Eagle Advisors, LLC194$45.0K0.01%+6+3.2%Added
Quent Capital, LLC194$45.0K0.01%+40+26.0%Added
West Paces Advisors Inc.192$44.5K0.01%00.0%Unchanged
High Net Worth Advisory Group LLC190$44.0K0.02%00.0%Unchanged
Northwest Investment Counselors, LLC170$39.4K0.01%+170New
Kelly Lawrence W & Associates Inc170$39.4K0.01%00.0%Unchanged
Clear Street Markets LLC165$38.0K0.01%−2,471−93.7%Reduced
Truvestments Capital LLC164$37.9K0.02%+1+0.6%Added
Oakworth Capital, Inc.155$35.9K0.00%00.0%Unchanged
Leelyn Smith, LLC152$35.2K0.01%00.0%Unchanged
Hallmark Capital Management Inc152$35.2K0.00%+39+34.5%Added
MV Capital Management, Inc.152$35.2K0.01%+48+46.2%Added
Tompkins Financial Corp150$35.0K0.01%00.0%Unchanged
Heritage Wealth Advisors150$34.8K0.00%00.0%Unchanged
Bell Investment Advisors, Inc149$34.5K0.01%−13−8.0%Reduced
Tacita Capital Inc145$34.0K0.03%00.0%Unchanged
Resurgent Financial Advisors LLC146$33.8K0.02%+146New
Zions Bancorporation, N.A.139$32.2K0.00%+80+135.6%Added
Center for Financial Planning, Inc.135$31.3K0.01%00.0%Unchanged
Baystate Wealth Management LLC135$31.0K0.00%+60+80.0%Added
Kozak & Associates, Inc.131$30.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.127$29.4K0.03%+127New
Hanson & Doremus Investment Management123$29.0K0.01%00.0%Unchanged
Private Ocean, LLC125$29.0K0.00%−21−14.4%Reduced
Cassady Schiller Wealth Management, LLC125$29.0K0.02%+125New
Investors Research Corp124$28.7K0.01%00.0%Unchanged
James Investment Research Inc121$28.0K0.00%−187−60.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt118$27.3K0.00%00.0%Unchanged
AXS Investments LLC111$25.7K0.01%+111New
JNBA Financial Advisors106$24.6K0.00%−12−10.2%Reduced
JFS Wealth Advisors, LLC103$23.9K0.00%−7−6.4%Reduced
Carolinas Wealth Consulting LLC102$23.6K0.01%+97+1,940.0%Added
Wellington Shields & Co., LLC100$23.2K0.01%00.0%Unchanged
St. Johns Investment Management Company, LLC100$23.2K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.100$23.2K0.00%+17+20.5%Added
Endurance Wealth Management, Inc.100$23.0K0.00%00.0%Unchanged
Central Bank & Trust Co99$22.9K0.00%+34+52.3%Added
Sutton Wealth Advisors Inc.95$22.0K0.01%+14+17.3%Added
Jones Financial Companies LLLP95$22.0K0.00%−108−53.2%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.90$21.0K0.18%+90New
State of Wyoming90$20.9K0.01%−1−1.1%Reduced
Ogorek Anthony Joseph86$20.0K0.01%00.0%Unchanged
Lakewood Asset Management LLC87$20.0K0.02%+87New
Larson Financial Group LLC86$19.8K0.00%+78+975.0%Added
Capital Directions Investment Advisors, LLC80$18.5K0.01%+80Added
Motco78$18.1K0.00%00.0%Unchanged
Annapolis Financial Services, LLC75$17.4K0.01%−300−80.0%Reduced
IMA Wealth, Inc.74$17.1K0.00%00.0%Unchanged
First Community Trust NA75$17.0K0.02%00.0%Unchanged
Covestor Ltd72$17.0K0.01%00.0%Unchanged
Steward Financial Group LLC77$17.0K0.01%+77New
Earnest Partners LLC73$16.9K0.00%00.0%Unchanged
WR Wealth Planners, LLC72$16.7K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP70$16.2K0.00%+70New
Coston, McIsaac & Partners71$16.0K0.01%+1+1.4%Added
Seldon Capital LP67$15.5K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.62$14.4K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC60$14.0K0.01%+20+50.0%Added
Cribstone Capital Management, LLC60$13.9K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.57$13.3K0.00%00.0%Unchanged
Abound Wealth Management55$12.7K0.01%00.0%Unchanged
First Personal Financial Services54$12.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.52$12.1K0.00%+52New
Winch Advisory Services, LLC52$12.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc52$12.0K0.00%00.0%Unchanged
RWM Asset Management, LLC51$11.8K0.00%00.0%Unchanged
Raffa Wealth Management, LLC50$11.6K0.00%−3−5.7%Reduced
HighMark Wealth Management LLC49$11.4K0.01%+6+14.0%Added
Point72 Asset Management, L.P.49$11.4K0.00%+49New
NewSquare Capital LLC46$10.7K0.00%+41+820.0%Added
Centerpoint Advisors, LLC44$10.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management45$10.0K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.43$9.96K0.01%00.0%Unchanged
CVA Family Office, LLC40$9.30K0.00%−10−20.0%Reduced
Benjamin Edwards Inc40$9.00K0.00%00.0%Unchanged
Retirement Group, LLC40$9.00K0.00%+40New
Mascoma Wealth Management LLC38$8.81K0.00%00.0%Unchanged
Colonial Trust Advisors38$8.81K0.00%+38New
Core Alternative Capital37$8.59K0.00%−14−27.5%Reduced
Centennial Bank35$8.11K0.00%+35New