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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$13,304
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$13,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$13,304
0.0% of portfolio
|
Q2 2023
Reduced 11.5%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
100
shares
|
$13,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$13,304
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$13,304
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$13,304
0.01% of portfolio
|
Q1 2025
Reduced 55.95%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$13,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
98
shares
|
$13,037
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
97
shares
|
$12,904
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
95
shares
|
$12,638
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
94
shares
|
$12,505
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
93
shares
|
$12,372
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
92
shares
|
$12,239
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
86
shares
|
$11,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
86
shares
|
$11,441
0.01% of portfolio
|
Q3 2024
Reduced 69.06%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
85
shares
|
$11,308
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
85
shares
|
$11,308
0.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
83
shares
|
$11,042
0.0% of portfolio
|
Q1 2025
Reduced 68.68%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
82
shares
|
$10,909
0.0% of portfolio
|
Q2 2025
Reduced 59.8%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
80
shares
|
$10,643
0.0% of portfolio
|
Q1 2024
Reduced 24.53%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
80
shares
|
$10,643
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
78
shares
|
$10,377
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$9,978
0.01% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$9,978
0.01% of portfolio
|
Q3 2023
Added 13.64%
|