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 |
|---|---|---|---|---|---|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
2,200
shares
|
$373,956
0.9% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$373,956
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,190
shares
|
$372,256
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$372,086
0.03% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,146
shares
|
$364,777
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,144
shares
|
$364,437
0.01% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
2,143
shares
|
$364,267
0.16% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
2,142
shares
|
$364,097
0.08% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,137
shares
|
$363,247
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,127
shares
|
$361,547
0.13% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,118
shares
|
$360,017
0.01% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,083
shares
|
$354,068
0.03% of portfolio
|
Q1 2025
Added 44.85%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
2,069
shares
|
$351,688
0.14% of portfolio
|
Q2 2025
Added 40.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,067
shares
|
$351,348
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,064
shares
|
$350,838
0.01% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,049
shares
|
$348,289
0.09% of portfolio
|
Q2 2025
Reduced 27.31%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
2,048
shares
|
$348,119
0.0% of portfolio
|
Q2 2025
Added 51.93%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,038
shares
|
$346,419
0.01% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,033
shares
|
$345,569
0.08% of portfolio
|
Q2 2025
Reduced 32.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,018
shares
|
$343,019
0.0% of portfolio
|
Q2 2025
Reduced 73.96%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,008
shares
|
$341,319
0.06% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
2,000
shares
|
$339,960
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,993
shares
|
$338,770
0.01% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,990
shares
|
$338,260
0.01% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
1,971
shares
|
$335,030
0.21% of portfolio
|
Q2 2025
Added 0.56%
|