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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 3,159 | $732.1K | 0.13% | −164−4.9% | Reduced |
| Lumature Wealth Partners, LLC | 3,153 | $730.7K | 0.41% | +3,153 | New |
| Peterson Financial Group, Inc. | 3,138 | $727.6K | 0.96% | −1,716−35.4% | Reduced |
| HMS Capital Management, LLC | 3,123 | $723.8K | 0.49% | −184−5.6% | Reduced |
| Seelaus Asset Management LLC | 3,117 | $722.0K | 0.54% | −533−14.6% | Reduced |
| Vident Investment Advisory, LLC | 3,051 | $707.1K | 0.03% | −433−12.4% | Reduced |
| Bleakley Financial Group, LLC | 3,049 | $706.5K | 0.03% | +3,049 | New |
| Gateway Investment Advisers LLC | 3,016 | $699.0K | 0.01% | +273+10.0% | Added |
| First Horizon Advisors, Inc. | 2,945 | $682.5K | 0.03% | +10+0.3% | Added |
| Archford Capital Strategies, LLC | 2,937 | $680.6K | 0.16% | −148−4.8% | Reduced |
| Laidlaw Wealth Management LLC | 2,933 | $679.7K | 0.15% | +13+0.4% | Added |
| Planning Directions Inc | 2,920 | $677.0K | 0.52% | −148−4.8% | Reduced |
| Old Port Advisors | 2,889 | $669.5K | 0.25% | −22−0.8% | Reduced |
| Empirical Finance, LLC | 2,873 | $665.8K | 0.07% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,825 | $654.7K | 0.04% | +45+1.6% | Added |
| Aries Wealth Management | 2,810 | $651.2K | 0.28% | +80+2.9% | Added |
| Dover Advisors, LLC | 2,795 | $647.7K | 0.70% | +2,795 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,792 | $647.0K | 0.03% | −90−3.1% | Reduced |
| Copperwynd Financial, LLC | 2,785 | $645.4K | 0.36% | −21−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 2,750 | $637.3K | 0.08% | +2,750 | New |
| Altrafin AG | 2,750 | $637.3K | 0.37% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,746 | $636.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,742 | $635.0K | 0.01% | −55−2.0% | Reduced |
| Chemung Canal Trust Co | 2,736 | $634.0K | 0.14% | −418−13.3% | Reduced |
| Schear Investment Advisers, LLC | 2,682 | $621.6K | 0.77% | +2,682 | New |
| ASB Consultores, LLC | 2,674 | $619.7K | 0.26% | +13+0.5% | Added |
| Anchor Investment Management, LLC | 2,644 | $612.7K | 0.09% | +22+0.8% | Added |
| Little House Capital LLC | 2,638 | $611.4K | 0.30% | −30−1.1% | Reduced |
| Advisors Asset Management, Inc. | 2,638 | $611.4K | 0.01% | +2,046+345.6% | Added |
| Aristotle Atlantic Partners, LLC | 2,624 | $608.1K | 0.03% | −364−12.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,600 | $602.5K | 0.02% | +70+2.8% | Added |
| Lincoln National Corp | 2,593 | $600.8K | 0.01% | −59−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,573 | $596.3K | 0.05% | +207+8.7% | Added |
| Douglass Winthrop Advisors, LLC | 2,557 | $593.0K | 0.02% | −26−1.0% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $591.0K | 0.27% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,548 | $590.5K | 0.02% | −5−0.2% | Reduced |
| Ballentine Partners, LLC | 2,513 | $582.4K | 0.02% | +166+7.1% | Added |
| Thoroughbred Financial Services, LLC | 2,510 | $581.0K | 0.09% | +205+8.9% | Added |
| Greenleaf Trust | 2,495 | $578.0K | 0.01% | −31−1.2% | Reduced |
| Verity & Verity, LLC | 2,480 | $574.7K | 0.08% | +2,480 | New |
| Ergoteles LLC | 2,476 | $573.8K | 0.02% | −49,875−95.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,470 | $572.4K | 0.01% | −2,838−53.5% | Reduced |
| Tufton Capital Management | 2,453 | $568.5K | 0.13% | −15−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 2,427 | $562.5K | 0.00% | +306+14.4% | Added |
| Prudent Man Advisors, LLC | 2,422 | $562.0K | 0.23% | +688+39.7% | Added |
| Wealthcare Advisory Partners LLC | 2,416 | $559.9K | 0.03% | +137+6.0% | Added |
| Intact Investment Management Inc. | 2,400 | $556.2K | 0.02% | −600−20.0% | Reduced |
| Arnhold LLC | 2,400 | $556.2K | 0.07% | 00.0% | Unchanged |
| Park National Corp | 2,386 | $553.0K | 0.02% | +25+1.1% | Added |
| Credential Qtrade Securities Inc. | 2,381 | $551.8K | 0.04% | +10+0.4% | Added |
| Athena Investment Management | 2,362 | $547.4K | 0.40% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,362 | $547.4K | 0.40% | +122+5.4% | Added |
| IHT Wealth Management, LLC | 2,361 | $547.1K | 0.03% | +277+13.3% | Added |
| Pendal Group Limited | 2,358 | $546.5K | 0.00% | +1,118+90.2% | Added |
| Stratos Wealth Advisors, LLC | 2,351 | $545.0K | 0.05% | −52−2.2% | Reduced |
| Cozad Asset Management Inc | 2,349 | $544.4K | 0.08% | −72−3.0% | Reduced |
| Seeyond | 2,347 | $543.9K | 0.05% | −4,727−66.8% | Reduced |
| Patten Group, Inc. | 2,335 | $541.1K | 0.17% | +251+12.0% | Added |
| Retirement Planning Co of New England, Inc. | 2,328 | $539.6K | 0.35% | −6−0.3% | Reduced |
| Chicago Trust Co NA | 2,316 | $537.0K | 0.13% | −65−2.7% | Reduced |
| Wilkinson Global Asset Management LLC | 2,310 | $535.3K | 0.04% | −40−1.7% | Reduced |
| Balentine LLC | 2,291 | $530.9K | 0.02% | +108+4.9% | Added |
| 1620 Investment Advisors, Inc. | 2,277 | $527.7K | 0.64% | +84+3.8% | Added |
| Allworth Financial LP | 2,269 | $525.8K | 0.01% | +47+2.1% | Added |
| Financial Advocates Investment Management | 2,250 | $521.3K | 0.04% | −4,185−65.0% | Reduced |
| Tributary Capital Management, LLC | 2,250 | $521.0K | 0.05% | −30−1.3% | Reduced |
| Lokken Investment Group LLC | 2,237 | $518.5K | 0.41% | +105+4.9% | Added |
| MQS Management LLC | 2,233 | $517.5K | 0.35% | +2,233 | New |
| Hillman Capital Management, Inc. | 2,231 | $517.0K | 0.20% | −548−19.7% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $513.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,207 | $511.5K | 0.03% | +547+33.0% | Added |
| Cooper/Haims Advisors, LLC | 2,201 | $510.0K | 0.36% | +70+3.3% | Added |
| WealthTrust Axiom LLC | 2,200 | $509.9K | 0.18% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,195 | $508.7K | 0.01% | +2,195 | New |
| Wetherby Asset Management Inc | 2,192 | $508.0K | 0.03% | −146−6.2% | Reduced |
| Cim Investment Mangement Inc | 2,157 | $499.9K | 0.20% | −57−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 2,157 | $499.9K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,155 | $499.4K | 0.01% | −136−5.9% | Reduced |
| Haverford Trust Co | 2,148 | $497.8K | 0.01% | +420+24.3% | Added |
| Legacy Bridge, LLC | 2,146 | $497.3K | 0.35% | +41+1.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,133 | $494.3K | 0.19% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,131 | $494.0K | 0.03% | +761+55.5% | Added |
| Newman Dignan & Sheerar, Inc. | 2,127 | $493.0K | 0.16% | +53+2.6% | Added |
| CAPROCK Group, Inc. | 2,120 | $491.3K | 0.05% | +366+20.9% | Added |
| Navalign, LLC | 2,111 | $489.1K | 0.20% | −32−1.5% | Reduced |
| Allred Capital Management, LLC | 2,108 | $488.6K | 0.27% | +10.0% | Added |
| Fukoku Mutual Life Insurance Co | 2,100 | $486.7K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,100 | $486.7K | 0.36% | +2,100 | New |
| Apollon Wealth Management, LLC | 2,098 | $486.3K | 0.03% | +439+26.5% | Added |
| Martingale Asset Management L P | 2,090 | $484.4K | 0.01% | +2,090 | New |
| Confluence Wealth Services, Inc. | 2,085 | $483.2K | 0.13% | +10.0% | Added |
| Altshuler Shaham Ltd | 2,069 | $479.5K | 0.02% | +172+9.1% | Added |
| Meridian Wealth Advisors, LLC | 2,058 | $476.9K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,053 | $475.9K | 0.10% | +374+22.3% | Added |
| Tudor Investment Corp Et Al | 2,024 | $469.0K | 0.01% | +1,015+100.6% | Added |
| Spinnaker Investment Group, LLC | 2,023 | $468.8K | 0.17% | +20+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $464.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,000 | $463.5K | 0.06% | −305−13.2% | Reduced |
| Keebeck Wealth Management, LLC | 1,992 | $461.6K | 0.08% | −48−2.4% | Reduced |
| Virtu Financial LLC | 1,992 | $461.0K | 0.06% | −3,513−63.8% | Reduced |