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 |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
75
shares
|
$9,978
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
75
shares
|
$9,978
0.01% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
74
shares
|
$9,844
0.01% of portfolio
|
Q2 2022
Reduced 59.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
74
shares
|
$9,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
73
shares
|
$9,711
0.0% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
73
shares
|
$9,711
0.0% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
72
shares
|
$9,578
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$9,445
0.0% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
71
shares
|
$9,445
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
71
shares
|
$9,445
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
70
shares
|
$9,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
70
shares
|
$9,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
69
shares
|
$9,179
0.0% of portfolio
|
Q2 2025
Added 263.16%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
66
shares
|
$8,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65
shares
|
$8,647
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
65
shares
|
$8,647
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
64
shares
|
$8,514
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
64
shares
|
$8,514
0.01% of portfolio
|
Q2 2025
Reduced 82.56%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
62
shares
|
$8,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
61
shares
|
$8,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
60
shares
|
$7,982
0.01% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
60
shares
|
$7,982
0.0% of portfolio
|
Q4 2024
Reduced 85.15%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
60
shares
|
$7,982
0.01% of portfolio
|
Q2 2025
Added 566.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60
shares
|
$7,982
0.0% of portfolio
|
Q2 2025
Reduced 83.83%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
59
shares
|
$7,849
0.01% of portfolio
|
Q1 2025
Added 90.32%
|