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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,754
shares
|
$468,124
0.01% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,747
shares
|
$466,935
0.03% of portfolio
|
Q2 2025
Added 72.55%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,717
shares
|
$461,835
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,713
shares
|
$461,155
0.07% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
2,713
shares
|
$461,155
0.2% of portfolio
|
Q2 2025
Added 44.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,708
shares
|
$460,305
0.02% of portfolio
|
Q4 2023
Added 2.81%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
2,674
shares
|
$454,526
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
2,670
shares
|
$453,846
0.27% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
2,640
shares
|
$448,747
0.13% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
2,640
shares
|
$448,747
0.12% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,637
shares
|
$448,237
0.01% of portfolio
|
Q3 2023
Reduced 6.85%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,629
shares
|
$446,877
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
2,627
shares
|
$446,537
0.01% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,626
shares
|
$446,367
0.17% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,618
shares
|
$445,007
0.0% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
2,579
shares
|
$438,378
0.01% of portfolio
|
Q2 2025
Reduced 38.58%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
2,563
shares
|
$435,658
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
2,562
shares
|
$435,488
0.28% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,531
shares
|
$430,219
0.01% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,529
shares
|
$429,879
0.06% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
2,520
shares
|
$428,349
0.04% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,509
shares
|
$426,479
0.01% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,440
shares
|
$414,751
0.04% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,435
shares
|
$413,901
0.0% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,431
shares
|
$413,221
0.11% of portfolio
|
Q2 2025
Reduced 3.26%
|