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 |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 23,961 | $5.55M | 1.45% | −138−0.6% | Reduced |
| Banque Pictet & Cie SA | 23,946 | $5.55M | 0.06% | −661−2.7% | Reduced |
| Central Trust Co | 23,886 | $5.54M | 0.17% | +1,729+7.8% | Added |
| Girard Partners Ltd. | 23,722 | $5.50M | 0.62% | −810−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 23,614 | $5.47M | 0.37% | +712+3.1% | Added |
| CIBC Asset Management Inc | 23,347 | $5.41M | 0.02% | +520+2.3% | Added |
| Redwood Investments, LLC | 23,200 | $5.38M | 0.72% | +1,779+8.3% | Added |
| Tower Bridge Advisors | 23,167 | $5.37M | 0.45% | −515−2.2% | Reduced |
| Texas Permanent School Fund | 23,064 | $5.34M | 0.08% | +520+2.3% | Added |
| Comerica Bank | 23,864 | $5.34M | 0.04% | +438+1.9% | Added |
| New York Life Investment Management LLC | 23,004 | $5.33M | 0.06% | +439+1.9% | Added |
| Addison Capital Co | 22,836 | $5.29M | 3.37% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 22,791 | $5.28M | 0.05% | +1,035+4.8% | Added |
| State of Alaska, Department of Revenue | 22,723 | $5.27M | 0.07% | +620+2.8% | Added |
| Cullinan Associates Inc | 22,472 | $5.21M | 0.29% | +1,765+8.5% | Added |
| First Financial Bank - Trust Division | 22,469 | $5.21M | 0.56% | +22,469 | New |
| Gibraltar Capital Management, Inc. | 22,253 | $5.16M | 2.44% | +269+1.2% | Added |
| Thrivent Financial for Lutherans | 22,003 | $5.14M | 0.01% | +162+0.7% | Added |
| ProShare Advisors LLC | 22,166 | $5.14M | 0.02% | +465+2.1% | Added |
| Cornerstone Advisors, LLC | 22,000 | $5.10M | 0.25% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 21,895 | $5.07M | 1.42% | +601+2.8% | Added |
| Townsend Asset Management Corp | 21,754 | $5.04M | 2.53% | +269+1.3% | Added |
| Oak Ridge Investments LLC | 21,585 | $5.00M | 0.74% | +174+0.8% | Added |
| Wisconsin Capital Management LLC | 21,466 | $4.97M | 3.78% | −600−2.7% | Reduced |
| Cetera Investment Advisers | 21,333 | $4.94M | 0.05% | +6,705+45.8% | Added |
| Liberty Capital Management, Inc. | 21,283 | $4.93M | 1.71% | −722−3.3% | Reduced |
| Stonnington Group, LLC | 22,087 | $4.86M | 1.34% | −3,352−13.2% | Reduced |
| L & S Advisors Inc | 20,911 | $4.85M | 0.90% | −4,878−18.9% | Reduced |
| RNC Capital Management LLC | 20,846 | $4.83M | 0.27% | +395+1.9% | Added |
| Aviva PLC | 20,566 | $4.77M | 0.02% | −1,880−8.4% | Reduced |
| Investment House LLC | 20,527 | $4.76M | 0.45% | +4,310+26.6% | Added |
| Millennium Management LLC | 20,244 | $4.69M | 0.01% | −253,149−92.6% | Reduced |
| Public Sector Pension Investment Board | 20,210 | $4.68M | 0.04% | +3,131+18.3% | Added |
| HGK Asset Management Inc | 20,143 | $4.67M | 1.59% | +1,173+6.2% | Added |
| Scotia Capital Inc. | 20,125 | $4.66M | 0.04% | −694−3.3% | Reduced |
| Bogart Wealth, LLC | 19,916 | $4.62M | 0.32% | +1,527+8.3% | Added |
| Financial Counselors Inc | 19,892 | $4.61M | 0.10% | −54−0.3% | Reduced |
| AE Wealth Management LLC | 19,816 | $4.59M | 0.03% | −17,792−47.3% | Reduced |
| Natixis | 19,686 | $4.56M | 0.03% | −1,306−6.2% | Reduced |
| HBW Advisory Services LLC | 19,617 | $4.55M | 1.21% | −795−3.9% | Reduced |
| Sandy Spring Bank | 19,488 | $4.52M | 0.27% | −1,016−5.0% | Reduced |
| Aigen Investment Management, LP | 19,344 | $4.48M | 0.63% | +1,689+9.6% | Added |
| Snowden Capital Advisors LLC | 19,317 | $4.48M | 0.19% | −13,160−40.5% | Reduced |
| St Germain D J Co Inc | 38,512 | $4.47M | 1.50% | +19,766+105.4% | Added |
| Alpha Omega Wealth Management LLC | 19,236 | $4.46M | 0.79% | −1,056−5.2% | Reduced |
| Cinctive Capital Management LP | 19,169 | $4.44M | 0.23% | −17,095−47.1% | Reduced |
| Camden National Bank | 19,015 | $4.41M | 0.92% | −81−0.4% | Reduced |
| Czech National Bank | 19,001 | $4.40M | 0.12% | +485+2.6% | Added |
| Nissay Asset Management Corp | 18,914 | $4.38M | 0.04% | −399−2.1% | Reduced |
| Hantz Financial Services, Inc. | 18,748 | $4.34M | 0.13% | −131−0.7% | Reduced |
| AXA S.A. | 18,700 | $4.33M | 0.02% | −17,990−49.0% | Reduced |
| Intech Investment Management LLC | 18,661 | $4.32M | 0.03% | +11,549+162.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 18,626 | $4.32M | 1.57% | −534−2.8% | Reduced |
| Trust Co of Vermont | 18,620 | $4.32M | 0.32% | +174+0.9% | Added |
| Resources Management Corp | 18,593 | $4.31M | 0.68% | +432+2.4% | Added |
| Xponance, Inc. | 18,546 | $4.30M | 0.07% | +3,008+19.4% | Added |
| Cetera Advisor Networks LLC | 18,542 | $4.30M | 0.03% | −230−1.2% | Reduced |
| Bailard, Inc. | 18,521 | $4.29M | 0.16% | −593−3.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 18,395 | $4.26M | 1.07% | −86−0.5% | Reduced |
| Gotham Asset Management, LLC | 18,279 | $4.24M | 0.12% | +13,378+273.0% | Added |
| Joho Capital LLC | 18,215 | $4.22M | 1.37% | 00.0% | Unchanged |
| Citizens Business Bank | 18,108 | $4.20M | 0.96% | −123−0.7% | Reduced |
| Providence Capital Advisors, LLC | 18,085 | $4.19M | 1.13% | +28+0.2% | Added |
| Peddock Capital Advisors, LLC | 18,012 | $4.17M | 1.62% | +317+1.8% | Added |
| Westpac Banking Corp | 17,872 | $4.14M | 0.06% | +2,272+14.6% | Added |
| Autus Asset Management, LLC | 17,693 | $4.10M | 0.74% | −232−1.3% | Reduced |
| Picton Mahoney Asset Management | 17,575 | $4.07M | 0.21% | +305+1.8% | Added |
| Private Asset Management Inc | 17,483 | $4.05M | 0.69% | +36+0.2% | Added |
| Aviance Capital Partners, LLC | 17,474 | $4.05M | 0.94% | +133+0.8% | Added |
| ExodusPoint Capital Management, LP | 17,390 | $4.03M | 0.06% | +11,862+214.6% | Added |
| Brookstone Capital Management | 18,795 | $4.03M | 0.08% | +6,680+55.1% | Added |
| Parkside Investments, LLC | 17,275 | $4.00M | 0.80% | +1,630+10.4% | Added |
| Assetmark, Inc | 17,195 | $3.98M | 0.02% | +2,001+13.2% | Added |
| Toth Financial Advisory Corp | 17,185 | $3.98M | 0.65% | −20−0.1% | Reduced |
| First Manhattan Co | 17,183 | $3.98M | 0.01% | +460+2.8% | Added |
| Hedeker Wealth, LLC | 17,058 | $3.95M | 1.48% | −22−0.1% | Reduced |
| Rothschild & Co Asset Management US Inc. | 16,917 | $3.92M | 0.06% | −288−1.7% | Reduced |
| River Wealth Advisors LLC | 16,888 | $3.91M | 0.75% | +1,222+7.8% | Added |
| Coldstream Capital Management Inc | 16,866 | $3.91M | 0.14% | +16,866 | New |
| Allianz Asset Management GmbH | 16,701 | $3.87M | 0.01% | +1,296+8.4% | Added |
| Oak Asset Management, LLC | 16,627 | $3.85M | 1.73% | +133+0.8% | Added |
| Beacon Pointe Advisors, LLC | 16,621 | $3.85M | 0.07% | −122−0.7% | Reduced |
| Kavar Capital Partners Group, LLC | 16,560 | $3.84M | 0.88% | −115−0.7% | Reduced |
| Qube Research & Technologies Ltd | 16,428 | $3.81M | 0.02% | +16,428 | New |
| MML Investors Services, LLC | 16,367 | $3.79M | 0.02% | +41+0.3% | Added |
| Atria Investments LLC | 16,010 | $3.71M | 0.08% | −184−1.1% | Reduced |
| Fulton Bank, N.A. | 15,883 | $3.68M | 0.21% | +1,497+10.4% | Added |
| APG Asset Management N.V. | 15,825 | $3.67M | 0.01% | +61+0.4% | Added |
| Valeo Financial Advisors, LLC | 30,470 | $3.65M | 0.20% | +616+2.1% | Added |
| Captrust Financial Advisors | 15,641 | $3.62M | 0.02% | −841−5.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 15,641 | $3.62M | 0.67% | +2,395+18.1% | Added |
| Catalyst Capital Advisors LLC | 15,600 | $3.62M | 0.12% | +100+0.6% | Added |
| Valley National Advisers Inc | 16,238 | $3.62M | 0.65% | −353−2.1% | Reduced |
| Burney Co | 15,225 | $3.53M | 0.18% | −361−2.3% | Reduced |
| Patton Albertson Miller Group, LLC | 15,100 | $3.50M | 0.64% | +21+0.1% | Added |
| Varma Mutual Pension Insurance Co | 15,000 | $3.48M | 0.05% | +15,000 | New |
| Synovus Financial Corp | 14,740 | $3.42M | 0.04% | +346+2.4% | Added |
| Beck Capital Management, LLC | 14,640 | $3.39M | 1.43% | −119−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,640 | $3.39M | 0.01% | −20,060−57.8% | Reduced |
| TriaGen Wealth Management LLC | 14,636 | $3.39M | 1.88% | −116−0.8% | Reduced |