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 1,346 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
9,881
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,658
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
9,576
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.37%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
9,543
shares
|
$1.27 Million
0.61% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
9,542
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
9,472
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,448
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,395
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,379
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 3993.24%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
9,353
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 34.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
9,319
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
9,300
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
9,267
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,250
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
9,199
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,126
shares
|
$1.21 Million
1.11% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,123
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
9,116
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
9,055
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 57.2%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
9,023
shares
|
$1.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 33.27%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
8,949
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
8,941
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 273.16%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,923
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
8,866
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 1358.22%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,837
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 96.35%
|