Institutional Ownership Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ). We have compiled data on the 1,358 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,706
shares
|
$2.05 Million
0.23% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,664
shares
|
$2.05 Million
0.05% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
11,624
shares
|
$2.04 Million
0.3% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
11,467
shares
|
$2.01 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
11,446
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 91.54%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,297
shares
|
$1.98 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
11,282
shares
|
$1.98 Million
0.22% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
11,070
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2025
Added 258.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,060
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,946
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Added 215.36%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,827
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2022
Reduced 44.48%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
10,745
shares
|
$1.88 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,717
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
10,701
shares
|
$1.88 Million
0.42% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
10,696
shares
|
$1.88 Million
0.03% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,678
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
10,670
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 78.19%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,583
shares
|
$1.86 Million
0.2% of portfolio
|
Q1 2025
Reduced 79.18%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
10,525
shares
|
$1.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
10,412
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
10,393
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,307
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.17%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
10,300
shares
|
$1.81 Million
0.47% of portfolio
|
Q2 2020
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
10,266
shares
|
$1.8 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
10,212
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2025
Reduced 77.73%
|