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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
Sustainable Insight Capital Management, LLC0$00.00%−1,400−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−1,380−100.0%Sold out
Maven Securities LTD0$00.00%−1,360−100.0%Sold out
Financial Advisory Corp0$00.00%−1,345−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,204−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−1,194−100.0%Sold out
Investment Partners, Ltd.0$00.00%−1,179−100.0%Sold out
Vectors Research Management, LLC0$00.00%−1,178−100.0%Sold out
Ritholtz Wealth Management0$00.00%−1,147−100.0%Sold out
Private Portfolio Partners LLC0$00.00%−1,136−100.0%Sold out
Wedmont Private Capital0$00.00%−1,087−100.0%Sold out
Alerus Financial NA0$00.00%−1,077−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,018−100.0%Sold out
US Financial Advisors, LLC0$00.00%−1,006−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−1,000−100.0%Sold out
Cresta Advisors, Ltd.0$00.00%−1,000−100.0%Sold out
Schneider Downs Wealth Management Advisors, LP0$00.00%−992−100.0%Sold out
Perfromance Wealth Partners, LLC0$00.00%−977−100.0%Sold out
Carlson Capital Management0$00.00%−973−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−960−100.0%Sold out
Enlightenment Research, LLC0$00.00%−955−100.0%Sold out
Accuvest Global Advisors0$00.00%−922−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−902−100.0%Sold out
ProVise Management Group, LLC0$00.00%−897−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−892−100.0%Sold out
BBR Partners, LLC0$00.00%−876−100.0%Sold out
Neo Ivy Capital Management0$00.00%−692−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−319−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−188−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−103−100.0%Sold out
Hudock, Inc.0$00.00%−89−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−75−100.0%Sold out
Castle Wealth Management LLC0$00.00%−52−100.0%Sold out
Operose Advisors LLC0$00.00%−50−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−42−100.0%Sold out
Crewe Advisors LLC0$00.00%−39−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−40−100.0%Sold out
PSI Advisors, LLC0$00.00%−37−100.0%Sold out
Axim Planning & Wealth0$00.00%−35−100.0%Sold out
Laffer Tengler Investments0$00.00%−13−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−11−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−11−100.0%Sold out
Dakota Community Bank & Trust NA0$00.00%−8−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−4−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−28−100.0%Sold out
Agf Investments Inc.––––Not filed
Eaton Vance Management––––Not filed
Roosevelt Investment Group LLC––––Not filed
Covington Capital Management––––Not filed
BTR Capital Management Inc––––Not filed
Beecher Investors Inc––––Not filed
Jefferies Group LLC––––Not filed
American Portfolios Advisors––––Not filed
Regentatlantic Capital LLC––––Not filed
Sante Capital Fund, LP––––Not filed
Corient Capital Partners, LLC––––Not filed
17 Capital Partners, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
55I, LLC––––Not filed
WBH Advisory Inc––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Beaumont Financial Partners, LLC––––Not filed
Bluestein R H & Co––––Not filed
Tru Independence Asset Management 2, LLC––––Not filed
Doyle Wealth Management––––Not filed
Round Table Services, LLC––––Not filed
NuWave Investment Management, LLC––––Not filed
FourThought Financial, LLC––––Not filed
Newfound Research LLC––––Not filed
American Research & Management Co.––––Not filed