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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
1,630
shares
|
$277,067
0.15% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,628
shares
|
$276,727
0.02% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,625
shares
|
$276,217
0.03% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,623
shares
|
$275,877
0.01% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,619
shares
|
$275,197
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,617
shares
|
$274,857
0.12% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,614
shares
|
$274,347
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
1,603
shares
|
$272,477
0.01% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
1,600
shares
|
$271,968
0.04% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,591
shares
|
$270,438
0.04% of portfolio
|
Q2 2025
Reduced 90.4%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,566
shares
|
$266,188
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,563
shares
|
$265,678
0.09% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,563
shares
|
$265,678
0.05% of portfolio
|
Q1 2025
Reduced 23.46%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
1,554
shares
|
$264,148
0.06% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,541
shares
|
$261,939
0.0% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
1,539
shares
|
$261,599
0.01% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,536
shares
|
$261,089
0.06% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,529
shares
|
$259,899
0.01% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,516
shares
|
$257,689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
1,511
shares
|
$256,839
0.0% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,507
shares
|
$256,159
0.04% of portfolio
|
Q4 2023
Added 1.34%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,506
shares
|
$255,989
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$254,969
0.01% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$254,969
0.04% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
1,496
shares
|
$254,290
0.26% of portfolio
|
Q2 2025
Added 29.97%
|