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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 8,024 | $1.86M | 0.68% | −47−0.6% | Reduced |
| We Are One Seven, LLC | 7,899 | $1.83M | 0.18% | +388+5.2% | Added |
| Allstate Corp | 7,831 | $1.81M | 0.06% | +120+1.6% | Added |
| Allstate Investment Management Co | 7,831 | $1.81M | 0.06% | +7,831 | New |
| Archon Partners LLC | 7,825 | $1.81M | 0.33% | −1,075−12.1% | Reduced |
| VitalStone Financial, LLC | 7,784 | $1.80M | 1.23% | +7,784 | New |
| Webster Bank, N. A. | 7,733 | $1.79M | 0.24% | −50−0.6% | Reduced |
| New Mexico Educational Retirement Board | 7,721 | $1.79M | 0.10% | −600−7.2% | Reduced |
| Citizens National Bank Trust Department | 7,720 | $1.79M | 0.50% | −125−1.6% | Reduced |
| Moody National Bank Trust Division | 7,707 | $1.79M | 0.16% | −29−0.4% | Reduced |
| Pathstone Family Office, LLC | 9,615 | $1.77M | 0.04% | +2,001+26.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.75M | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 7,541 | $1.75M | 0.06% | +2,945+64.1% | Added |
| Condor Capital Management | 7,510 | $1.74M | 0.22% | +27+0.4% | Added |
| Hudson Canyon Capital Management | 7,509 | $1.74M | 1.61% | −166−2.2% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.73M | 1.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 7,437 | $1.72M | 0.05% | +246+3.4% | Added |
| West Oak Capital, LLC | 7,433 | $1.72M | 0.90% | −540−6.8% | Reduced |
| Oppenheimer Asset Management Inc. | 7,321 | $1.70M | 0.03% | −184−2.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,284 | $1.69M | 0.03% | −68,310−90.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 7,208 | $1.67M | 0.51% | −148−2.0% | Reduced |
| Zevenbergen Capital Investments LLC | 7,175 | $1.66M | 0.06% | +40+0.6% | Added |
| Great Lakes Advisors, LLC | 7,168 | $1.66M | 0.10% | −5−0.1% | Reduced |
| Point72 Middle East FZE | 7,098 | $1.64M | 0.13% | +7,098 | New |
| Cross Staff Investments Inc | 7,096 | $1.64M | 1.73% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,087 | $1.64M | 0.04% | +1,226+20.9% | Added |
| Philadelphia Trust Co | 7,076 | $1.64M | 0.18% | −551−7.2% | Reduced |
| MAI Capital Management | 7,062 | $1.64M | 0.03% | +1,834+35.1% | Added |
| BDO Wealth Advisors, LLC | 7,058 | $1.64M | 0.20% | +157+2.3% | Added |
| Pflug Koory, LLC | 7,021 | $1.63M | 0.90% | −10−0.1% | Reduced |
| Wambolt & Associates, LLC | 6,980 | $1.62M | 0.62% | +18+0.3% | Added |
| Marco Investment Management LLC | 6,971 | $1.62M | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,866 | $1.59M | 0.06% | −133−1.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,751 | $1.56M | 0.03% | −5−0.1% | Reduced |
| Private Advisor Group, LLC | 18,433 | $1.55M | 0.08% | +44+0.2% | Added |
| JustInvest LLC | 6,680 | $1.55M | 0.06% | −327−4.7% | Reduced |
| Umb Bank N A | 6,666 | $1.54M | 0.02% | −390−5.5% | Reduced |
| Capula Management Ltd | 6,646 | $1.54M | 0.16% | +6,646 | New |
| Laurel Wealth Advisors, Inc. | 6,606 | $1.53M | 0.15% | −302−4.4% | Reduced |
| Aevitas Wealth Management, Inc. | 6,478 | $1.50M | 0.89% | +8+0.1% | Added |
| Oppenheimer & Co Inc | 6,401 | $1.48M | 0.03% | −225−3.4% | Reduced |
| Colony Group LLC | 6,340 | $1.47M | 0.02% | +1,423+28.9% | Added |
| Garner Asset Management Corp | 6,315 | $1.46M | 0.72% | +30.0% | Added |
| Pearl River Capital, LLC | 6,161 | $1.43M | 0.24% | +6,161 | New |
| Audent Global Asset Management, LLC | 6,155 | $1.43M | 3.14% | −1,269−17.1% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.39M | 0.24% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,971 | $1.38M | 0.41% | +83+1.4% | Added |
| McDonald Partners LLC | 5,921 | $1.37M | 0.47% | −60−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,915 | $1.37M | 0.61% | +238+4.2% | Added |
| Bryn Mawr Trust Co | 5,900 | $1.37M | 0.06% | −200−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,801 | $1.34M | 0.03% | +679+13.3% | Added |
| Burns J W & Co Inc | 5,758 | $1.33M | 0.24% | −448−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,757 | $1.33M | 0.12% | +47+0.8% | Added |
| U S Global Investors Inc | 5,750 | $1.33M | 0.08% | +5,750 | New |
| First Hawaiian Bank | 5,748 | $1.33M | 0.05% | −295−4.9% | Reduced |
| Terra Nova Asset Management LLC | 5,727 | $1.33M | 1.39% | −292−4.9% | Reduced |
| Raymond James Trust N.A. | 5,709 | $1.32M | 0.04% | −319−5.3% | Reduced |
| Lipe & Dalton | 5,706 | $1.32M | 0.76% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,690 | $1.32M | 0.08% | +320+6.0% | Added |
| Ancora Advisors, LLC | 5,681 | $1.32M | 0.04% | −65−1.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,655 | $1.31M | 0.99% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,654 | $1.31M | 0.96% | +5,654 | New |
| Cambria Investment Management, L.P. | 5,640 | $1.31M | 0.11% | +282+5.3% | Added |
| Altman Advisors, Inc. | 5,838 | $1.30M | 0.80% | −285−4.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,578 | $1.29M | 0.95% | −142−2.5% | Reduced |
| Regal Investment Advisors LLC | 5,538 | $1.28M | 0.12% | −20−0.4% | Reduced |
| Kennedy Investment Group | 5,489 | $1.27M | 0.81% | +5,489 | New |
| Jacobi Capital Management LLC | 5,470 | $1.27M | 0.16% | −29−0.5% | Reduced |
| Barden Capital Management, Inc. | 5,465 | $1.26M | 1.30% | +649+13.5% | Added |
| Guardian Capital LP | 5,455 | $1.26M | 0.04% | −728−11.8% | Reduced |
| Trust Investment Advisors | 5,452 | $1.26M | 1.19% | −59−1.1% | Reduced |
| Fiduciary Trust Co | 5,443 | $1.26M | 0.02% | +291+5.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,436 | $1.26M | 0.01% | +149+2.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,429 | $1.26M | 0.32% | +5,429 | New |
| Toroso Investments, LLC | 5,422 | $1.26M | 0.05% | +320+6.3% | Added |
| Andra AP-fonden | 5,400 | $1.25M | 0.04% | −10,700−66.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,382 | $1.25M | 1.65% | +155+3.0% | Added |
| Arrow Financial Corp | 5,299 | $1.23M | 0.17% | −40−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,301 | $1.23M | 0.76% | −20−0.4% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.23M | 1.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,291 | $1.23M | 0.00% | +92+1.8% | Added |
| Cumberland Partners Ltd | 5,285 | $1.22M | 0.13% | +1,250+31.0% | Added |
| Comerica Securities,inc. | 5,274 | $1.22M | 0.09% | −38−0.7% | Reduced |
| WT Wealth Management | 5,268 | $1.22M | 0.59% | +5,268 | New |
| Bank Hapoalim BM | 5,260 | $1.22M | 0.15% | +190+3.7% | Added |
| Caldwell Trust Co | 5,239 | $1.21M | 0.17% | +437+9.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,233 | $1.21M | 0.06% | −12−0.2% | Reduced |
| Peak Financial Advisors LLC | 5,214 | $1.21M | 1.10% | +55+1.1% | Added |
| Guardian Capital Advisors LP | 5,350 | $1.19M | 0.14% | −200−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,087 | $1.18M | 0.03% | −831−14.0% | Reduced |
| Atria Wealth Solutions, Inc. | 5,070 | $1.17M | 0.02% | +315+6.6% | Added |
| Neumann Capital Management, LLC | 5,057 | $1.17M | 0.55% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 5,030 | $1.17M | 0.03% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 5,026 | $1.16M | 0.08% | +3,611+255.2% | Added |
| TBH Global Asset Management, LLC | 5,022 | $1.16M | 0.28% | +3+0.1% | Added |
| Hoertkorn Richard Charles | 5,000 | $1.16M | 0.61% | −2,300−31.5% | Reduced |
| Capital Management Associates | 5,000 | $1.16M | 1.72% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,987 | $1.16M | 0.03% | −4,061−44.9% | Reduced |
| Boothbay Fund Management, LLC | 4,964 | $1.15M | 0.04% | +4,964 | New |
| Fairbanks Capital Management, Inc. | 4,950 | $1.15M | 1.02% | −17−0.3% | Reduced |