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 |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
6,865
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
6,849
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,820
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 68.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,809
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Added 49.85%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,769
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 71.88%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,748
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,726
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,712
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
Reduced 3.51%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
6,674
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,648
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 33.01%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
6,643
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 132.84%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
6,627
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
6,609
shares
|
$1.16 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,606
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.37%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
6,574
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
6,556
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,478
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 156.05%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
6,478
shares
|
$1.14 Million
0.89% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,469
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
6,434
shares
|
$1.13 Million
0.53% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
6,400
shares
|
$1.12 Million
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
6,351
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
6,332
shares
|
$1.11 Million
2.97% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,329
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,329
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 61.66%
|