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 1,341 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 $24.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,468
shares
|
$589,490
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,466
shares
|
$589,150
0.18% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,464
shares
|
$588,810
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,450
shares
|
$586,431
0.37% of portfolio
|
Q3 2023
Reduced 3.5%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,392
shares
|
$576,572
0.05% of portfolio
|
Q2 2025
Added 23.3%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,388
shares
|
$575,892
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
3,371
shares
|
$573,002
0.11% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,369
shares
|
$572,662
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
3,368
shares
|
$572,492
0.13% of portfolio
|
Q2 2025
Reduced 46.69%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,367
shares
|
$572,322
0.25% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,361
shares
|
$571,302
0.03% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3,356
shares
|
$570,452
0.01% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
3,309
shares
|
$562,463
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,308
shares
|
$562,293
0.13% of portfolio
|
Q1 2025
Added 25.97%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
3,247
shares
|
$551,925
0.07% of portfolio
|
Q2 2025
Reduced 95.02%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
3,239
shares
|
$550,565
0.13% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
3,218
shares
|
$546,995
0.11% of portfolio
|
Q3 2022
Reduced 16.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
3,174
shares
|
$539,516
0.0% of portfolio
|
Q2 2025
Added 27.21%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,173
shares
|
$539,346
0.25% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
3,169
shares
|
$538,666
0.43% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,165
shares
|
$537,986
0.4% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
3,161
shares
|
$537,306
0.0% of portfolio
|
Q1 2024
Added 8.29%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$537,306
0.01% of portfolio
|
Q3 2024
Added 62.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,145
shares
|
$534,587
0.04% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
3,125
shares
|
$531,187
0.41% of portfolio
|
Q2 2025
Reduced 6.58%
|