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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,955
shares
|
$332,310
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,946
shares
|
$330,781
0.01% of portfolio
|
Q2 2025
Reduced 49.43%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,945
shares
|
$330,611
0.05% of portfolio
|
Q2 2025
Reduced 27.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,935
shares
|
$328,911
0.03% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
1,935
shares
|
$328,911
0.06% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
1,931
shares
|
$328,231
0.01% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,921
shares
|
$326,531
0.01% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
1,906
shares
|
$323,981
0.04% of portfolio
|
Q2 2025
Reduced 40.75%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,906
shares
|
$323,981
0.01% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
1,889
shares
|
$321,092
0.02% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
1,886
shares
|
$320,582
0.1% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,869
shares
|
$317,692
0.01% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
1,868
shares
|
$317,522
0.04% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,861
shares
|
$316,332
0.05% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,860
shares
|
$316,162
0.04% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
1,851
shares
|
$314,632
0.22% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,850
shares
|
$314,463
0.21% of portfolio
|
Q1 2023
Reduced 5.13%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,847
shares
|
$313,953
0.0% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,842
shares
|
$313,103
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,838
shares
|
$312,423
0.04% of portfolio
|
Q1 2022
Reduced 7.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,837
shares
|
$312,253
0.01% of portfolio
|
Q2 2025
Reduced 23.27%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,824
shares
|
$310,043
0.16% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,823
shares
|
$309,873
0.01% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,805
shares
|
$306,813
0.03% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,805
shares
|
$306,813
0.02% of portfolio
|
Q4 2024
Reduced 11.82%
|