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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,020
shares
|
$135,700
0.0% of portfolio
|
Q2 2025
Reduced 70.34%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,015
shares
|
$135,035
0.01% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,000
shares
|
$133,040
0.4% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$133,040
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$133,040
0.13% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
992
shares
|
$131,975
0.0% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
976
shares
|
$129,847
0.01% of portfolio
|
Q2 2025
Added 20.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
972
shares
|
$129,314
0.01% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
958
shares
|
$127,452
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
954
shares
|
$126,920
0.41% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
941
shares
|
$125,190
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
920
shares
|
$122,396
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
908
shares
|
$120,800
0.01% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
900
shares
|
$119,736
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
896
shares
|
$119,203
0.02% of portfolio
|
Q3 2022
Reduced 4.88%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
894
shares
|
$118,937
0.01% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
878
shares
|
$116,809
0.04% of portfolio
|
Q1 2022
Reduced 10.22%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
866
shares
|
$115,212
0.06% of portfolio
|
Q2 2025
Added 49.57%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
861
shares
|
$114,547
0.06% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
858
shares
|
$114,148
0.01% of portfolio
|
Q1 2024
Added 2.14%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
856
shares
|
$113,882
0.01% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
850
shares
|
$113,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
847
shares
|
$112,684
0.06% of portfolio
|
Q2 2025
Reduced 42.3%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
843
shares
|
$112,152
0.03% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
840
shares
|
$111,753
0.11% of portfolio
|
Q2 2025
New holding
|