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 |
|---|---|---|---|---|---|
|
U S Global Investors Inc
San Antonio, TX |
Jul 24, 2025 Q2 2025 |
1,800
shares
|
$305,964
0.04% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,788
shares
|
$303,924
0.01% of portfolio
|
Q3 2024
Reduced 31.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,777
shares
|
$302,054
0.01% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
1,766
shares
|
$300,184
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
1,762
shares
|
$299,504
0.09% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,761
shares
|
$299,334
0.15% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,749
shares
|
$297,295
0.03% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
1,730
shares
|
$294,065
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
1,724
shares
|
$293,045
0.13% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,724
shares
|
$293,045
0.02% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
1,721
shares
|
$292,535
0.21% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,718
shares
|
$292,025
0.02% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,717
shares
|
$291,855
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,712
shares
|
$291,005
0.02% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,698
shares
|
$288,626
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,697
shares
|
$288,456
0.0% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,693
shares
|
$287,776
0.04% of portfolio
|
Q2 2025
Reduced 90.04%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
1,682
shares
|
$285,906
0.04% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
1,659
shares
|
$281,996
0.01% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,650
shares
|
$280,467
0.03% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,648
shares
|
$280,127
0.01% of portfolio
|
Q2 2025
Reduced 44.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,643
shares
|
$279,277
0.01% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,642
shares
|
$279,107
0.01% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,641
shares
|
$278,937
0.0% of portfolio
|
Q2 2025
Reduced 26.81%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,634
shares
|
$277,747
0.05% of portfolio
|
Q2 2025
New holding
|