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 1,358 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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
103
shares
|
$18,062
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
100
shares
|
$17,536
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$17,536
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$17,536
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
100
shares
|
$17,536
0.0% of portfolio
|
Q2 2023
Reduced 11.5%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
100
shares
|
$17,536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$17,536
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$17,536
0.01% of portfolio
|
Q1 2025
Reduced 55.95%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
97
shares
|
$17,009
0.0% of portfolio
|
Q1 2025
Added 24.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
95
shares
|
$16,659
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
94
shares
|
$16,483
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
92
shares
|
$16,133
0.0% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
92
shares
|
$16,133
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
89
shares
|
$15,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
88
shares
|
$15,431
0.0% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
86
shares
|
$15,080
0.01% of portfolio
|
Q3 2024
Reduced 69.06%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
85
shares
|
$14,905
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
84
shares
|
$14,730
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
83
shares
|
$14,554
0.0% of portfolio
|
Q1 2025
Reduced 68.68%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
80
shares
|
$14,028
0.0% of portfolio
|
Q1 2024
Reduced 24.53%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
80
shares
|
$14,028
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
79
shares
|
$13,853
0.0% of portfolio
|
Q1 2025
Reduced 33.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
76
shares
|
$13,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$13,152
0.01% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$13,152
0.01% of portfolio
|
Q3 2023
Added 13.64%
|