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 1,346 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 $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,257
shares
|
$167,231
0.01% of portfolio
|
Q2 2025
Reduced 37.4%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,257
shares
|
$167,231
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
1,257
shares
|
$167,231
0.01% of portfolio
|
Q2 2025
Reduced 55.04%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,254
shares
|
$166,832
0.05% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
1,253
shares
|
$166,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,249
shares
|
$166,166
0.05% of portfolio
|
Q2 2024
Added 55.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,249
shares
|
$166,166
0.02% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
1,239
shares
|
$164,836
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,233
shares
|
$164,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,201
shares
|
$159,781
0.03% of portfolio
|
Q2 2025
Added 1066.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,194
shares
|
$158,849
0.0% of portfolio
|
Q2 2025
Added 25.55%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
1,185
shares
|
$157,652
0.08% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
1,183
shares
|
$157,386
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,183
shares
|
$157,386
0.04% of portfolio
|
Q2 2025
Reduced 40.66%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,170
shares
|
$155,656
0.04% of portfolio
|
Q2 2022
Reduced 10.69%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,139
shares
|
$151,532
0.01% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,121
shares
|
$149,137
0.09% of portfolio
|
Q4 2023
Reduced 8.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,115
shares
|
$148,339
0.01% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,094
shares
|
$145,545
0.01% of portfolio
|
Q2 2025
Added 40.8%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,089
shares
|
$144,880
0.12% of portfolio
|
Q4 2023
Added 23.05%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,073
shares
|
$142,751
0.13% of portfolio
|
Q3 2023
Added 1.42%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,051
shares
|
$139,825
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,038
shares
|
$138,095
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,026
shares
|
$136,499
0.0% of portfolio
|
Q2 2025
Added 69.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,022
shares
|
$135,966
0.02% of portfolio
|
Q4 2021
Added 0.1%
|