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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 4,900 | $1.14M | 0.32% | +4,900 | New |
| Executive Wealth Management, LLC | 4,823 | $1.12M | 0.14% | +3,728+340.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,820 | $1.12M | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 4,820 | $1.12M | 0.01% | +373+8.4% | Added |
| Tredje AP-fonden | 4,777 | $1.11M | 0.02% | −6,895−59.1% | Reduced |
| Haverford Financial Services, Inc. | 4,770 | $1.11M | 0.30% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,742 | $1.10M | 0.02% | +704+17.4% | Added |
| Investment Management Corp of Ontario | 4,729 | $1.10M | 0.05% | +4,729 | New |
| Metis Global Partners, LLC | 4,691 | $1.09M | 0.10% | +745+18.9% | Added |
| Great Valley Advisor Group, Inc. | 4,685 | $1.09M | 0.06% | +347+8.0% | Added |
| Wealth Alliance | 4,685 | $1.09M | 0.19% | −3−0.1% | Reduced |
| Byrne Asset Management LLC | 4,647 | $1.08M | 0.78% | −232−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 4,600 | $1.07M | 0.01% | +1,600+53.3% | Added |
| Choate Investment Advisors | 4,594 | $1.06M | 0.06% | −140−3.0% | Reduced |
| Veritable, L.P. | 4,581 | $1.06M | 0.02% | +93+2.1% | Added |
| Venture Visionary Partners LLC | 4,571 | $1.06M | 0.08% | +221+5.1% | Added |
| Clearstead Advisors, LLC | 4,568 | $1.06M | 0.08% | +340+8.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,561 | $1.06M | 0.16% | +3,569+359.8% | Added |
| Baker Tilly Wealth Management, LLC | 4,560 | $1.06M | 0.13% | +136+3.1% | Added |
| La Banque Postale Asset Management SA | 4,553 | $1.06M | 0.03% | +4,553 | New |
| Pictet & Cie (Europe) SA | 4,548 | $1.05M | 0.05% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,454 | $1.03M | 0.24% | +323+7.8% | Added |
| Platform Technology Partners | 4,441 | $1.03M | 0.53% | +937+26.7% | Added |
| Ameritas Advisory Services, LLC | 4,439 | $1.03M | 0.05% | +337+8.2% | Added |
| Western Wealth Management, LLC | 4,435 | $1.03M | 0.11% | −1,128−20.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,427 | $1.03M | 0.21% | −13−0.3% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.02M | 0.99% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,375 | $1.01M | 0.43% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,367 | $1.01M | 0.01% | −21−0.5% | Reduced |
| Brinker Capital Investments, LLC | 4,353 | $1.01M | 0.02% | −429−9.0% | Reduced |
| Spouting Rock Asset Management, LLC | 4,339 | $1.01M | 0.75% | 00.0% | Unchanged |
| Ballast, Inc. | 4,321 | $1.00M | 0.44% | +38+0.9% | Added |
| Dana Investment Advisors, Inc. | 4,319 | $1.00M | 0.05% | +41+1.0% | Added |
| Lowe Brockenbrough & Co Inc | 4,278 | $991.4K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 4,243 | $983.0K | 0.06% | −34−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 4,227 | $979.0K | 0.01% | −121−2.8% | Reduced |
| Ieq Capital, LLC | 4,207 | $974.9K | 0.03% | −568−11.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,116 | $953.9K | 0.22% | −15−0.4% | Reduced |
| Echo Street Capital Management LLC | 4,108 | $952.0K | 0.01% | +1,966+91.8% | Added |
| Waterfront Wealth Inc. | 4,114 | $941.2K | 0.32% | +227+5.8% | Added |
| Transcend Wealth Collective, LLC | 4,031 | $934.1K | 0.10% | −548−12.0% | Reduced |
| Unigestion Holding SA | 3,975 | $933.3K | 0.05% | 00.0% | Unchanged |
| Stableford Capital II LLC | 4,321 | $931.2K | 0.50% | +20+0.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,014 | $930.0K | 0.02% | +1,946+94.1% | Added |
| Scott Investment Partners LLP | 4,000 | $927.0K | 2.24% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,994 | $925.7K | 0.01% | −62−1.5% | Reduced |
| Bessemer Group Inc | 3,968 | $918.0K | 0.00% | −7−0.2% | Reduced |
| Perigon Wealth Management, LLC | 3,933 | $911.4K | 0.06% | +903+29.8% | Added |
| GWM Advisors LLC | 7,306 | $905.4K | 0.02% | −1,882−20.5% | Reduced |
| Eads & Heald Wealth Management | 3,900 | $904.0K | 0.46% | +222+6.0% | Added |
| Delta Financial Advisors LLC | 3,889 | $901.3K | 0.44% | +10.0% | Added |
| Prentice Wealth Management LLC | 3,850 | $892.2K | 0.45% | −11−0.3% | Reduced |
| ELCO Management Co., LLC | 3,846 | $891.3K | 0.67% | −100−2.5% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 3,830 | $888.0K | 0.71% | +3,574+1,396.1% | Added |
| Crescent Sterling, Ltd. | 3,811 | $883.2K | 0.95% | +3,811 | New |
| Moneta Group Investment Advisors LLC | 3,736 | $865.0K | 0.02% | −670−15.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,726 | $863.5K | 0.02% | +2,214+146.4% | Added |
| Diamant Asset Management, Inc. | 3,725 | $863.3K | 0.78% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,710 | $859.8K | 0.73% | −35−0.9% | Reduced |
| LVW Advisors, LLC | 3,690 | $855.2K | 0.18% | −210−5.4% | Reduced |
| Forum Financial Management, LP | 3,687 | $854.5K | 0.03% | −11−0.3% | Reduced |
| Essex Financial Services, Inc. | 3,682 | $853.0K | 0.09% | −39−1.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,665 | $849.4K | 0.02% | +3,665 | New |
| Meridian Financial Partners LLC | 3,915 | $848.0K | 0.95% | +74+1.9% | Added |
| Parsons Capital Management Inc | 3,637 | $842.9K | 0.07% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,634 | $839.4K | 0.88% | +14+0.4% | Added |
| Forte Capital LLC | 3,614 | $837.4K | 0.14% | +424+13.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,601 | $834.5K | 0.48% | +400+12.5% | Added |
| Keybank National Association | 3,583 | $830.4K | 0.00% | −1,230−25.6% | Reduced |
| Pitcairn Co | 3,579 | $829.4K | 0.08% | +6+0.2% | Added |
| Meridian Investment Counsel Inc. | 3,575 | $829.0K | 0.33% | −100−2.7% | Reduced |
| SFMG, LLC | 3,571 | $827.6K | 0.09% | +2+0.1% | Added |
| Parallel Advisors, LLC | 3,567 | $826.7K | 0.04% | +193+5.7% | Added |
| Raab & Moskowitz Asset Management LLC | 3,544 | $821.3K | 0.31% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 3,527 | $817.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,498 | $810.7K | 0.01% | +1,032+41.8% | Added |
| Achmea Investment Management B.V. | 3,727 | $809.0K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,487 | $808.0K | 0.10% | +3,487 | New |
| Marion Wealth Management | 3,457 | $801.2K | 0.34% | +526+17.9% | Added |
| CWM, LLC | 3,445 | $798.0K | 0.01% | +460+15.4% | Added |
| Mirador Capital Partners LP | 3,436 | $796.2K | 0.19% | +133+4.0% | Added |
| Wellington Shields Capital Management, LLC | 3,420 | $792.6K | 0.10% | −1,350−28.3% | Reduced |
| First National Advisers, LLC | 3,409 | $790.0K | 1.01% | +360+11.8% | Added |
| Toews Corp | 3,400 | $788.0K | 0.39% | −1,400−29.2% | Reduced |
| Prospera Financial Services Inc | 3,399 | $787.8K | 0.04% | +1,421+71.8% | Added |
| International Assets Investment Management, LLC | 3,380 | $783.2K | 0.08% | +986+41.2% | Added |
| Siemens Fonds Invest GmbH | 3,379 | $783.1K | 0.08% | −296−8.1% | Reduced |
| Cutler Group LP | 3,357 | $777.0K | 0.09% | +2,991+817.2% | Added |
| Atlas Brown,Inc. | 3,306 | $766.2K | 0.38% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,301 | $765.0K | 0.39% | +393+13.5% | Added |
| Community Capital Management, Inc. | 3,300 | $764.8K | 0.99% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,291 | $762.7K | 0.14% | +22+0.7% | Added |
| Argent Trust Co | 3,267 | $757.1K | 0.05% | −72−2.2% | Reduced |
| Exchange Capital Management, Inc. | 3,258 | $754.9K | 0.17% | −40−1.2% | Reduced |
| Knightsbridge Asset Management, LLC | 3,244 | $752.0K | 0.14% | +3,244 | New |
| TLWM | 3,188 | $738.8K | 0.27% | −2,331−42.2% | Reduced |
| Park Avenue Securities LLC | 3,183 | $738.0K | 0.01% | −142−4.3% | Reduced |
| Glenmede Trust Co NA | 3,183 | $737.7K | 0.00% | −640−16.7% | Reduced |
| Intrust Bank NA | 3,168 | $734.2K | 0.10% | −456−12.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,165 | $733.0K | 0.03% | −68−2.1% | Reduced |