Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

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

Value heldQ4 2022: $31.7B

Institutions holding STZ and their total value by quarter
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.

Institutions holding STZ in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Armstrong Advisory Group, Inc	34	$7.88K	0.00%	+34	New
BerganKDV Wealth Management, LLC	32	$7.50K	0.00%	+15+88.2%	Added
CarsonAllaria Wealth Management, Ltd.	31	$7.00K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	30	$6.95K	0.00%	00.0%	Unchanged
New Millennium Group LLC	28	$6.53K	0.01%	00.0%	Unchanged
Cedar Wealth Management, LLC	28	$6.49K	0.00%	00.0%	Unchanged
Citadel Advisors LLC	27	$6.26K	0.00%	−284,377−100.0%	Reduced
Plante Moran Financial Advisors, LLC	26	$6.03K	0.00%	+26	New
Pinnacle Bancorp, Inc.	28	$6.00K	0.00%	00.0%	Unchanged
Schubert & Co	25	$5.79K	0.01%	−4−13.8%	Reduced
IAG Wealth Partners, LLC	25	$5.79K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	24	$5.58K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	23	$5.33K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	20	$5.00K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$4.87K	0.01%	00.0%	Unchanged
EWG Elevate Inc.	21	$4.87K	0.00%	+21	New
My Personal CFO, LLC	20	$4.63K	0.00%	+20	New
Activest Wealth Management	19	$4.40K	0.00%	00.0%	Unchanged
Lansing Street Advisors	18	$4.20K	0.00%	00.0%	Unchanged
Gradient Investments LLC	16	$3.71K	0.00%	−8−33.3%	Reduced
Adirondack Retirement Specialists, Inc.	15	$3.48K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	15	$3.48K	0.00%	00.0%	Unchanged
Corrado Advisors, LLC	15	$3.48K	0.00%	+15	New
Heritage Wealth Management, LLC	14	$3.25K	0.00%	+14	New
Washington Trust Advisors, Inc.	14	$3.24K	0.00%	−92−86.8%	Reduced
Highline Wealth Partners LLC	13	$3.01K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	15	$3.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$2.85K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	12	$2.78K	0.00%	+12	New
Disciplined Investments, LLC	10	$2.32K	0.00%	−3−23.1%	Reduced
Sound Income Strategies, LLC	10	$2.32K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.32K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	10	$2.32K	0.00%	+6+150.0%	Added
Delta Asset Management LLC	10	$2.32K	0.00%	+10	New
DecisionPoint Financial, LLC	10	$2.32K	0.00%	+10	New
Tortoise Investment Management, LLC	9	$2.09K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	8	$2.00K	0.00%	+5+166.7%	Added
Trifecta Capital Advisors, LLC	8	$1.85K	0.00%	+8	New
Richard W. Paul & Associates, LLC	8	$1.85K	0.00%	+8	New
Beacon Capital Management, LLC	75	$1.74K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	7	$1.62K	0.00%	+7	New
Sanctuary Wealth Management, L.L.C.	6	$1.39K	0.00%	+6	New
First Financial Corp	6	$1.39K	0.00%	00.0%	Unchanged
MCF Advisors LLC	6	$1.39K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$1.16K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	5	$1.16K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.16K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	5	$1.16K	0.00%	+5	New
Sierra Capital LLC	6	$1.00K	0.00%	00.0%	Unchanged
Addison Advisors LLC	4	$927	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	4	$867	0.00%	+4	New
Financial Synergies Wealth Advisors, Inc.	3	$696	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	3	$695	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	3	$695	0.00%	+3	New
Glass Jacobson Investment Advisors llc	3	$695	0.00%	+3	New
WestEnd Advisors, LLC	2	$464	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	1	–	–	00.0%	Unchanged
Chiron Investment Management, LLC	0	$0	0.00%	−88,682−100.0%	Sold out
MUFG Americas Holdings Corp	0	$0	0.00%	−80,955−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−73,901−100.0%	Sold out
Weiss Multi-Strategy Advisers LLC	0	$0	0.00%	−62,316−100.0%	Sold out
One01 Capital, LP	0	$0	0.00%	−58,900−100.0%	Sold out
Cypress Capital Management LLC	0	$0	0.00%	−24,944−100.0%	Sold out
Worldquant Millennium Advisors LLC	0	$0	0.00%	−21,127−100.0%	Sold out
CSS LLC	0	$0	0.00%	−14,710−100.0%	Sold out
Boothe Investment Group, Inc.	0	$0	0.00%	−19,029−100.0%	Sold out
Teamwork Financial Advisors, LLC	0	$0	0.00%	−16,939−100.0%	Sold out
Sona Asset Management (US) LLC	0	$0	0.00%	−16,900−100.0%	Sold out
Balyasny Asset Management LLC	0	$0	0.00%	−12,160−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−7,396−100.0%	Sold out
SWS Partners	0	$0	0.00%	−6,439−100.0%	Sold out
Soros Capital Management LLC	0	$0	0.00%	−6,124−100.0%	Sold out
Independent Advisor Alliance	0	$0	0.00%	−5,734−100.0%	Sold out
Redwood Investment Management, LLC	0	$0	0.00%	−5,489−100.0%	Sold out
Teza Capital Management LLC	0	$0	0.00%	−5,256−100.0%	Sold out
CenterStar Asset Management, LLC	0	$0	0.00%	–	Sold out
Simplex Trading, LLC	0	$0	0.00%	−3,821−100.0%	Sold out
Group One Trading, L.P.	0	$0	0.00%	−3,804−100.0%	Sold out
Centiva Capital, LP	0	$0	0.00%	−3,289−100.0%	Sold out
Koss-Olinger Consulting, LLC	0	$0	0.00%	−3,184−100.0%	Sold out
DCM Advisors, LLC	0	$0	0.00%	−3,058−100.0%	Sold out
Meeder Asset Management Inc	0	$0	0.00%	−2,865−100.0%	Sold out
Occudo Quantitative Strategies LP	0	$0	0.00%	−2,733−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−2,551−100.0%	Sold out
Point72 Hong Kong Ltd	0	$0	0.00%	−2,323−100.0%	Sold out
Monetta Financial Services Inc	0	$0	0.00%	−2,200−100.0%	Sold out
AlphaCrest Capital Management LLC	0	$0	0.00%	−2,185−100.0%	Sold out
Element Capital Management LLC	0	$0	0.00%	−2,165−100.0%	Sold out
Diversified Trust Co	0	$0	0.00%	−2,123−100.0%	Sold out
GPS Wealth Strategies Group, LLC	0	$0	0.00%	−2,126−100.0%	Sold out
Cresset Asset Management, LLC	0	$0	0.00%	−2,067−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−1,927−100.0%	Sold out
Jupiter Asset Management Ltd	0	$0	0.00%	−1,847−100.0%	Sold out
Westover Capital Advisors, LLC	0	$0	0.00%	−1,780−100.0%	Sold out
Okabena Investment Services Inc	0	$0	0.00%	−1,770−100.0%	Sold out
Quantamental Technologies LLC	0	$0	0.00%	−1,564−100.0%	Sold out
Prelude Capital Management, LLC	0	$0	0.00%	−1,437−100.0%	Sold out
Harel Insurance Investments & Financial Services Ltd.	0	$0	0.00%	−1,400−100.0%	Sold out