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 1,357 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
488
shares
|
$85,712
0.06% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
473
shares
|
$83,077
0.0% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
467
shares
|
$82,023
0.0% of portfolio
|
Q1 2025
Reduced 46.32%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$81,672
0.0% of portfolio
|
Q2 2025
Added 23150.0%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
465
shares
|
$81,672
0.05% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
455
shares
|
$79,916
0.0% of portfolio
|
Q1 2025
Reduced 88.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
455
shares
|
$79,916
0.0% of portfolio
|
Q1 2025
Added 282.35%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
450
shares
|
$79,038
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
439
shares
|
$77,105
0.03% of portfolio
|
Q1 2023
Reduced 18.55%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
437
shares
|
$76,754
0.02% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
432
shares
|
$75,876
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
409
shares
|
$71,836
0.0% of portfolio
|
Q2 2025
Reduced 92.9%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
400
shares
|
$70,256
0.04% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$70,256
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
400
shares
|
$70,256
0.02% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
400
shares
|
$70,256
0.03% of portfolio
|
Q2 2021
Reduced 99.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
399
shares
|
$70,080
0.0% of portfolio
|
Q1 2025
Reduced 74.22%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
397
shares
|
$69,729
0.0% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
394
shares
|
$69,202
0.0% of portfolio
|
Q2 2025
Reduced 70.08%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
380
shares
|
$66,743
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
376
shares
|
$66,040
0.01% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
375
shares
|
$65,865
0.01% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
371
shares
|
$65,162
0.0% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
370
shares
|
$64,986
0.01% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
368
shares
|
$64,635
0.23% of portfolio
|
Q1 2025
Added 140.52%
|