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 1,357 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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,494
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,336
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,306
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 75.95%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
8,302
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,229
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,224
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
8,176
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
8,100
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,079
shares
|
$1.42 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
8,066
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
8,050
shares
|
$1.41 Million
0.45% of portfolio
|
Q1 2025
Added 94.12%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
7,975
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
7,952
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
7,915
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
7,890
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2023
Added 6.48%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
7,831
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
May 15, 2025 Q1 2025 |
7,825
shares
|
$1.37 Million
0.18% of portfolio
|
Q4 2022
Reduced 12.08%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
7,802
shares
|
$1.37 Million
0.18% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
7,696
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7,655
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
7,636
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.21%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
7,633
shares
|
$1.34 Million
0.33% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
7,606
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,601
shares
|
$1.34 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,564
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 26.81%
|