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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
212
shares
|
$28,204
0.0% of portfolio
|
Q2 2025
Reduced 70.68%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
205
shares
|
$27,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
205
shares
|
$27,273
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
200
shares
|
$26,608
0.01% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
200
shares
|
$26,608
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
192
shares
|
$25,543
0.0% of portfolio
|
Q2 2025
Reduced 82.83%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
190
shares
|
$25,277
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
184
shares
|
$24,479
0.1% of portfolio
|
Q3 2022
Reduced 58.65%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
181
shares
|
$24,080
0.02% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
180
shares
|
$23,947
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
180
shares
|
$23,947
0.01% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
179
shares
|
$23,814
0.02% of portfolio
|
Q2 2025
Reduced 71.94%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
178
shares
|
$23,681
0.01% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
177
shares
|
$23,548
0.0% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
175
shares
|
$23,282
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
171
shares
|
$22,749
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
166
shares
|
$22,084
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
163
shares
|
$21,685
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
160
shares
|
$21,286
0.02% of portfolio
|
Q2 2022
Reduced 1.84%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
158
shares
|
$21,020
0.02% of portfolio
|
Q1 2024
Reduced 50.31%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
150
shares
|
$19,956
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$19,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$19,956
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
147
shares
|
$19,556
0.0% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
147
shares
|
$19,556
0.01% of portfolio
|
Q4 2023
Added 267.5%
|