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 |
|---|---|---|---|---|---|
| Hoylecohen, LLC | 14,593 | $3.38M | 0.34% | −223−1.5% | Reduced |
| Sand Hill Global Advisors, LLC | 14,504 | $3.36M | 0.19% | −91−0.6% | Reduced |
| Armstrong Shaw Associates Inc | 14,465 | $3.35M | 3.33% | −179−1.2% | Reduced |
| British Columbia Investment Management Corp | 14,140 | $3.28M | 0.04% | −1,968−12.2% | Reduced |
| Hohimer Wealth Management, LLC | 14,104 | $3.27M | 1.04% | −257−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,092 | $3.27M | 0.06% | −1,999−12.4% | Reduced |
| Bank of Nova Scotia | 14,086 | $3.26M | 0.01% | +131+0.9% | Added |
| Narwhal Capital Management | 14,001 | $3.24M | 0.43% | +810+6.1% | Added |
| Commerce Bank | 13,974 | $3.24M | 0.03% | +69+0.5% | Added |
| Legacy CG, LLC | 13,881 | $3.22M | 1.89% | +346+2.6% | Added |
| Linscomb & Williams, Inc. | 13,738 | $3.18M | 0.16% | −250−1.8% | Reduced |
| Securian Asset Management, Inc | 13,557 | $3.14M | 0.09% | +528+4.1% | Added |
| Penserra Capital Management LLC | 13,469 | $3.12M | 0.07% | +13,469 | New |
| Intellectus Partners, LLC | 13,436 | $3.11M | 1.08% | +152+1.1% | Added |
| Ethic Inc. | 13,412 | $3.11M | 0.17% | +6,693+99.6% | Added |
| Cypress Asset Management Inc | 13,357 | $3.11M | 1.13% | −317−2.3% | Reduced |
| Walleye Trading LLC | 13,360 | $3.10M | 0.08% | +536+4.2% | Added |
| Brookfield Asset Management Inc. | 13,156 | $3.05M | 0.01% | −12,095−47.9% | Reduced |
| Herbst Group, LLC | 13,092 | $3.03M | 2.45% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 12,999 | $3.01M | 0.07% | +420+3.3% | Added |
| Meridian Management Co | 12,806 | $2.97M | 1.08% | −162−1.2% | Reduced |
| Panagora Asset Management Inc | 12,786 | $2.96M | 0.02% | −2,488−16.3% | Reduced |
| Kentucky Retirement Systems | 12,629 | $2.93M | 0.12% | +157+1.3% | Added |
| Sargent Bickham Lagudis LLC | 12,563 | $2.91M | 0.24% | +291+2.4% | Added |
| Oregon Public Employees Retirement Fund | 12,521 | $2.90M | 0.04% | +361+3.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,446 | $2.88M | 0.06% | +102+0.8% | Added |
| Elo Mutual Pension Insurance Co | 12,335 | $2.86M | 0.10% | +111+0.9% | Added |
| Univest Financial Corp | 12,285 | $2.85M | 0.90% | −1,019−7.7% | Reduced |
| Cox Capital Mgt LLC | 12,261 | $2.84M | 1.85% | +381+3.2% | Added |
| City Holding Co | 12,212 | $2.83M | 0.53% | +370+3.1% | Added |
| Storebrand Asset Management AS | 12,068 | $2.80M | 0.02% | +217+1.8% | Added |
| Aperture Investors, LLC | 11,925 | $2.76M | 0.45% | −16,582−58.2% | Reduced |
| Hartford Investment Management Co | 11,912 | $2.76M | 0.08% | −5,820−32.8% | Reduced |
| Coastline Trust Co | 11,840 | $2.74M | 0.41% | +245+2.1% | Added |
| Atlantic Union Bankshares Corp | 11,770 | $2.73M | 0.29% | −522−4.2% | Reduced |
| Maryland State Retirement & Pension System | 11,768 | $2.73M | 0.08% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 11,735 | $2.72M | 0.02% | +88+0.8% | Added |
| Winton Group Ltd | 11,664 | $2.70M | 0.18% | −20,518−63.8% | Reduced |
| South Dakota Investment Council | 11,591 | $2.69M | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,587 | $2.69M | 0.14% | +6,211+115.5% | Added |
| Private Trust Co NA | 11,487 | $2.66M | 0.40% | +80+0.7% | Added |
| Palisade Capital Management LLC | 11,460 | $2.66M | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,321 | $2.62M | 0.08% | +700+6.6% | Added |
| Norinchukin Bank, The | 11,263 | $2.61M | 0.06% | −3,299−22.7% | Reduced |
| Verition Fund Management LLC | 11,171 | $2.59M | 0.05% | +5,139+85.2% | Added |
| Wealthfront Advisers LLC | 11,078 | $2.57M | 0.01% | +8,350+306.1% | Added |
| FORA Capital, LLC | 11,032 | $2.56M | 0.41% | +11,032 | New |
| Ar Asset Management Inc | 10,875 | $2.52M | 0.72% | 00.0% | Unchanged |
| Vista Investment Management | 10,788 | $2.50M | 1.43% | +56+0.5% | Added |
| Lee Danner & Bass Inc | 10,705 | $2.48M | 0.23% | +4,331+67.9% | Added |
| Louisiana State Employees Retirement System | 10,500 | $2.43M | 0.07% | +300+2.9% | Added |
| Robbins Farley LLC | 10,489 | $2.43M | 1.88% | +56+0.5% | Added |
| Level Four Advisory Services, LLC | 10,340 | $2.40M | 0.18% | −739−6.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,340 | $2.40M | 1.41% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 10,300 | $2.39M | 0.69% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,294 | $2.39M | 0.06% | −265−2.5% | Reduced |
| Montag A & Associates Inc | 10,234 | $2.37M | 0.16% | −1,018−9.0% | Reduced |
| South State Corp. | 10,219 | $2.37M | 0.22% | +9,829+2,520.3% | Added |
| Carnegie Capital Asset Management, LLC | 10,139 | $2.35M | 0.10% | −378−3.6% | Reduced |
| Lazard Asset Management LLC | 10,131 | $2.35M | 0.00% | +1,179+13.2% | Added |
| Mercer Global Advisors Inc | 10,028 | $2.32M | 0.01% | −536−5.1% | Reduced |
| EULAV Asset Management | 10,000 | $2.32M | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,354 | $2.32M | 0.07% | −4,589−30.7% | Reduced |
| Candriam Luxembourg S.C.A. | 9,975 | $2.31M | 0.02% | −1,039−9.4% | Reduced |
| Baldwin Investment Management, LLC | 9,785 | $2.27M | 0.41% | +1,690+20.9% | Added |
| DuPont Capital Management Corp | 9,762 | $2.26M | 0.11% | +9,234+1,748.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,709 | $2.25M | 0.04% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 9,687 | $2.24M | 0.05% | +9,687 | New |
| Xcel Wealth Management, LLC | 9,659 | $2.24M | 0.88% | −150−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 9,489 | $2.20M | 0.17% | +20.0% | Added |
| Belpointe Asset Management LLC | 9,418 | $2.18M | 0.13% | −106−1.1% | Reduced |
| Essex Investment Management Co LLC | 9,417 | $2.18M | 0.34% | −155−1.6% | Reduced |
| Coastal Investment Advisors, Inc. | 9,397 | $2.18M | 0.53% | −10.0% | Reduced |
| WD Rutherford LLC | 9,285 | $2.17M | 1.71% | −270−2.8% | Reduced |
| Wunderlich Capital Managemnt | 9,378 | $2.17M | 1.21% | +58+0.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 9,310 | $2.16M | 0.33% | −925−9.0% | Reduced |
| Griffin Asset Management, Inc. | 9,306 | $2.16M | 0.33% | +30+0.3% | Added |
| Quantbot Technologies LP | 9,191 | $2.13M | 0.15% | +9,191 | New |
| Metropolitan Life Insurance Co | 9,175 | $2.13M | 0.10% | −311−3.3% | Reduced |
| Northstar Asset Management LLC | 9,148 | $2.12M | 0.67% | −100−1.1% | Reduced |
| Occidental Asset Management, LLC | 9,139 | $2.12M | 0.58% | +320+3.6% | Added |
| Bangor Savings Bank | 9,125 | $2.12M | 0.25% | −601−6.2% | Reduced |
| Rafferty Asset Management, LLC | 9,108 | $2.11M | 0.02% | +4,615+102.7% | Added |
| National Asset Management, Inc. | 9,057 | $2.10M | 0.06% | −8,378−48.1% | Reduced |
| Leeward Financial Partners, LLC | 9,022 | $2.09M | 1.44% | +9,022 | New |
| Capital Analysts, LLC | 8,968 | $2.08M | 0.13% | −310−3.3% | Reduced |
| Prudential PLC | 8,848 | $2.05M | 0.03% | +4,256+92.7% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.03M | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,501 | $1.97M | 0.13% | −231−2.6% | Reduced |
| Northcape Wealth Management, LLC | 8,485 | $1.97M | 1.10% | −2,725−24.3% | Reduced |
| Fernwood Investment Management, LLC | 8,378 | $1.94M | 0.80% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 8,344 | $1.93M | 2.13% | −5−0.1% | Reduced |
| HCR Wealth Advisors | 8,290 | $1.92M | 0.40% | −356−4.1% | Reduced |
| BKD Wealth Advisors, LLC | 8,122 | $1.88M | 0.07% | +916+12.7% | Added |
| Kingsview Wealth Management, LLC | 8,117 | $1.88M | 0.08% | −13−0.2% | Reduced |
| HM Payson & Co | 8,111 | $1.88M | 0.05% | −1,478−15.4% | Reduced |
| TD Private Client Wealth LLC | 8,108 | $1.88M | 0.09% | −1,973−19.6% | Reduced |
| Silvercrest Asset Management Group LLC | 8,067 | $1.87M | 0.01% | −47−0.6% | Reduced |
| Ziegler Capital Management, LLC | 8,059 | $1.87M | 0.08% | −113−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,057 | $1.87M | 0.08% | −3,559−30.6% | Reduced |