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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
59
shares
|
$7,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
59
shares
|
$7,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
59
shares
|
$7,849
0.0% of portfolio
|
Q2 2025
Reduced 55.3%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
55
shares
|
$7,317
0.0% of portfolio
|
Q4 2024
Reduced 85.53%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
55
shares
|
$7,317
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
55
shares
|
$7,317
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
53
shares
|
$7,051
0.0% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
52
shares
|
$6,918
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
52
shares
|
$6,918
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$6,652
0.0% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$6,652
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
50
shares
|
$6,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
50
shares
|
$6,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
48
shares
|
$6,385
0.0% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
47
shares
|
$6,252
0.01% of portfolio
|
Q2 2025
Added 113.64%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
45
shares
|
$5,986
0.01% of portfolio
|
Q1 2025
Reduced 86.88%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
45
shares
|
$5,986
0.0% of portfolio
|
Q4 2024
Reduced 68.97%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
43
shares
|
$5,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
43
shares
|
$5,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
42
shares
|
$5,587
0.0% of portfolio
|
Q2 2025
Reduced 27.59%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
42
shares
|
$5,587
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
41
shares
|
$5,454
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
41
shares
|
$5,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$5,321
0.0% of portfolio
|
Q3 2022
Reduced 46.67%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
40
shares
|
$5,321
0.0% of portfolio
|
Q2 2025
Reduced 98.35%
|