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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
7,060
shares
|
$939,262
0.01% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
7,045
shares
|
$937,266
0.06% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
7,019
shares
|
$933,807
0.13% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,982
shares
|
$928,885
0.2% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,934
shares
|
$922,499
0.04% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
6,924
shares
|
$921,168
0.3% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
6,901
shares
|
$918,109
1.0% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
6,886
shares
|
$916,113
1.44% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
6,878
shares
|
$915,049
0.33% of portfolio
|
Q2 2025
Added 1428.44%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
6,849
shares
|
$911,190
0.29% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
6,831
shares
|
$908,796
0.15% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,823
shares
|
$907,731
0.03% of portfolio
|
Q2 2025
Added 91.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,726
shares
|
$894,827
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,726
shares
|
$894,827
0.02% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,712
shares
|
$892,964
0.05% of portfolio
|
Q3 2022
Reduced 3.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,672
shares
|
$887,642
0.01% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
6,652
shares
|
$884,982
0.02% of portfolio
|
Q2 2025
Reduced 65.76%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,648
shares
|
$884,449
0.0% of portfolio
|
Q2 2025
Added 33.01%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
6,609
shares
|
$879,261
0.77% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,606
shares
|
$878,862
0.15% of portfolio
|
Q4 2022
Reduced 4.37%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
6,574
shares
|
$874,604
0.1% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
6,529
shares
|
$868,618
0.3% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,512
shares
|
$866,356
0.05% of portfolio
|
Q2 2025
Reduced 39.01%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,478
shares
|
$861,833
0.89% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,471
shares
|
$860,901
0.02% of portfolio
|
Q2 2025
Added 230.15%
|