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 |
|---|---|---|---|---|---|
| Silverlake Wealth Management LLC | 1,983 | $459.5K | 0.29% | +1+0.1% | Added |
| CNB Bank | 1,981 | $459.1K | 0.29% | +48+2.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,970 | $456.5K | 0.25% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,963 | $454.9K | 0.05% | +1,963 | New |
| Harbor Investment Advisory, LLC | 1,959 | $454.1K | 0.07% | +151+8.4% | Added |
| Quantinno Capital Management LP | 1,954 | $453.0K | 0.03% | −4,690−70.6% | Reduced |
| Knowledge Leaders Capital, LLC | 1,951 | $452.1K | 0.60% | +3+0.2% | Added |
| Wealth Advisors, Inc. | 1,950 | $451.9K | 0.24% | −1,500−43.5% | Reduced |
| Nvest Financial, LLC | 1,948 | $451.5K | 0.56% | +4+0.2% | Added |
| Retirement Guys Formula LLC | 1,944 | $450.5K | 0.37% | +292+17.7% | Added |
| RDA Financial Network | 1,939 | $449.4K | 0.23% | −76−3.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,938 | $449.1K | 0.04% | +1,938 | New |
| Armbruster Capital Management, Inc. | 1,934 | $448.2K | 0.12% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,933 | $448.0K | 0.01% | +866+81.2% | Added |
| Graticule Asia Macro Advisors LLC | 1,924 | $445.9K | 0.16% | +1,924 | New |
| Cigna Investments Inc | 1,898 | $440.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,961 | $439.3K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,894 | $439.0K | 0.00% | +452+31.3% | Added |
| Lake Street Financial LLC | 1,893 | $438.8K | 0.09% | +195+11.5% | Added |
| MONECO Advisors, LLC | 1,875 | $434.6K | 0.16% | −99−5.0% | Reduced |
| Charter Research & Investment Group, Inc. | 1,871 | $433.6K | 0.42% | −34−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,868 | $432.9K | 0.04% | −129−6.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,868 | $432.9K | 0.29% | −16−0.8% | Reduced |
| Meridian Wealth Management, LLC | 1,865 | $432.2K | 0.04% | +97+5.5% | Added |
| Mayflower Financial Advisors, LLC | 1,865 | $432.2K | 0.06% | −5−0.3% | Reduced |
| GSB Wealth Management, LLC | 1,851 | $429.0K | 0.15% | −49−2.6% | Reduced |
| E&G Advisors, LP | 1,850 | $428.7K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,850 | $428.7K | 0.03% | −156−7.8% | Reduced |
| 44 Wealth Management LLC | 1,841 | $426.7K | 0.15% | −434−19.1% | Reduced |
| X-Square Capital, LLC | 1,840 | $426.0K | 0.24% | +4+0.2% | Added |
| Ci Investments Inc. | 1,834 | $425.0K | 0.00% | +11+0.6% | Added |
| Johnson Investment Counsel Inc | 1,833 | $424.8K | 0.01% | −23−1.2% | Reduced |
| Wolverine Trading, LLC | 1,813 | $420.0K | 0.01% | +1,813 | New |
| Delta Financial Group, Inc. | 1,801 | $419.0K | 0.19% | +1,801 | New |
| United Bank | 1,800 | $417.1K | 0.06% | −85−4.5% | Reduced |
| Wedbush Securities Inc | 1,799 | $417.0K | 0.02% | −360−16.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,798 | $416.7K | 0.05% | −77−4.1% | Reduced |
| Tiaa, FSB | 1,787 | $414.1K | 0.00% | −220−11.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,786 | $413.9K | 0.10% | +254+16.6% | Added |
| Studio Investment Management LLC | 1,783 | $413.2K | 0.13% | +82+4.8% | Added |
| Profund Advisors LLC | 1,782 | $413.0K | 0.03% | +189+11.9% | Added |
| Curbstone Financial Management Corp | 1,776 | $412.0K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,786 | $412.0K | 0.01% | +22+1.2% | Added |
| Lavaca Capital LLC | 1,770 | $410.2K | 0.16% | +1,770 | New |
| Alesco Advisors LLC | 1,761 | $408.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,760 | $407.9K | 0.01% | +40+2.3% | Added |
| Avantax Planning Partners, Inc. | 1,749 | $405.3K | 0.02% | −180−9.3% | Reduced |
| Independent Financial Group, LLC | 1,747 | $404.9K | 0.03% | −95−5.2% | Reduced |
| DFPG Investments, LLC | 1,814 | $403.9K | 0.07% | +259+16.7% | Added |
| Davis Investment Partners, LLC | 1,758 | $401.8K | 0.20% | +1,758 | New |
| Patriot Investment Management Inc. | 1,741 | $398.3K | 0.03% | −238−12.0% | Reduced |
| Global Retirement Partners, LLC | 1,714 | $397.1K | 0.03% | +415+31.9% | Added |
| Tempus Wealth Planning, LLC | 1,710 | $396.3K | 0.24% | −101−5.6% | Reduced |
| Sterling Investment Counsel, LLC | 1,703 | $394.7K | 0.24% | +784+85.3% | Added |
| Seven Eight Capital, LP | 1,695 | $392.8K | 0.10% | +1,695 | New |
| Highlander Capital Management, LLC | 1,600 | $391.0K | 0.20% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,699 | $390.0K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,681 | $389.5K | 0.05% | −51−2.9% | Reduced |
| Berkeley Capital Partners, LLC | 1,681 | $389.5K | 0.15% | +7+0.4% | Added |
| Csenge Advisory Group | 1,678 | $388.9K | 0.03% | −708−29.7% | Reduced |
| Atlas Capital Advisors LLC | 1,668 | $386.6K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,664 | $385.6K | 0.23% | +10+0.6% | Added |
| Spinnaker Trust | 1,662 | $385.0K | 0.03% | −428−20.5% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,660 | $385.0K | 0.58% | −99−5.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,653 | $383.1K | 0.01% | +1,653 | New |
| Greenland Capital Management LP | 1,653 | $383.1K | 0.07% | +1,653 | New |
| Nikulski Financial, Inc. | 1,630 | $377.8K | 0.18% | −25−1.5% | Reduced |
| M Holdings Securities, Inc. | 1,614 | $374.0K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,611 | $373.4K | 0.01% | +1,611 | New |
| Mutual Advisors, LLC | 1,608 | $372.7K | 0.02% | +136+9.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,608 | $372.6K | 0.04% | +87+5.7% | Added |
| Tectonic Advisors LLC | 1,603 | $371.5K | 0.06% | +94+6.2% | Added |
| Lee Financial Co | 1,601 | $371.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 1,577 | $365.0K | 0.35% | +142+9.9% | Added |
| Kovack Advisors, Inc. | 1,572 | $364.4K | 0.05% | −7−0.4% | Reduced |
| XML Financial, LLC | 1,569 | $363.6K | 0.05% | +23+1.5% | Added |
| J.W. Cole Advisors, Inc. | 1,564 | $362.7K | 0.03% | +262+20.1% | Added |
| Clare Market Investments LLC | 1,564 | $362.4K | 0.17% | +5+0.3% | Added |
| Focus Financial Network, Inc. | 1,562 | $361.9K | 0.03% | +2+0.1% | Added |
| Strategic Investment Advisors | 1,545 | $358.2K | 0.07% | +1,545 | New |
| Sandy Cove Advisors, LLC | 1,545 | $358.1K | 0.29% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,537 | $356.2K | 0.04% | +414+36.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,535 | $356.0K | 0.31% | −100−6.1% | Reduced |
| Charter Trust Co | 1,536 | $356.0K | 0.03% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,530 | $354.6K | 0.26% | +2+0.1% | Added |
| Morningstar Investment Services LLC | 1,542 | $353.0K | 0.00% | +23+1.5% | Added |
| Sawtooth Solutions, LLC | 1,516 | $351.4K | 0.05% | −829−35.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,531 | $351.0K | 0.01% | +1,055+221.6% | Added |
| Prestige Wealth Management Group LLC | 1,511 | $350.2K | 0.09% | −834−35.6% | Reduced |
| Pitti Group Wealth Management, LLC | 1,505 | $348.8K | 0.42% | −34−2.2% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $347.6K | 0.32% | +1,500 | New |
| Absolute Capital Management, LLC | 1,500 | $347.6K | 0.38% | +1,500 | New |
| Sandia Investment Management LP | 1,500 | $347.6K | 0.06% | +1,500 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,499 | $347.4K | 0.03% | +424+39.4% | Added |
| Nations Financial Group Inc, | 1,498 | $347.2K | 0.04% | +1,498 | New |
| Visionary Wealth Advisors | 1,484 | $344.0K | 0.03% | +3+0.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,482 | $343.5K | 0.21% | +579+64.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,480 | $343.0K | 0.11% | +1,480 | New |
| Prime Capital Investment Advisors, LLC | 1,464 | $339.2K | 0.01% | −244−14.3% | Reduced |
| Clarius Group, LLC | 1,461 | $339.0K | 0.03% | −20−1.4% | Reduced |