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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
58
shares
|
$10,170
0.0% of portfolio
|
Q1 2025
Reduced 40.21%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
55
shares
|
$9,644
0.0% of portfolio
|
Q4 2024
Reduced 85.53%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
55
shares
|
$9,644
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
55
shares
|
$9,644
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
55
shares
|
$9,644
0.01% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
54
shares
|
$9,469
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
53
shares
|
$9,294
0.0% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
52
shares
|
$9,118
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
52
shares
|
$9,118
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$8,768
0.0% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$8,768
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
50
shares
|
$8,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
49
shares
|
$8,592
0.0% of portfolio
|
Q4 2024
Added 36.11%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
45
shares
|
$7,891
0.01% of portfolio
|
Q1 2025
Reduced 86.88%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
45
shares
|
$7,891
0.0% of portfolio
|
Q4 2024
Reduced 68.97%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
43
shares
|
$7,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
42
shares
|
$7,365
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
42
shares
|
$7,365
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
41
shares
|
$7,189
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$7,014
0.0% of portfolio
|
Q3 2022
Reduced 46.67%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
40
shares
|
$7,014
0.0% of portfolio
|
Q2 2025
Reduced 98.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
40
shares
|
$7,014
0.0% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
39
shares
|
$6,839
0.0% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
39
shares
|
$6,839
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
39
shares
|
$6,839
0.01% of portfolio
|
Q1 2025
Reduced 95.33%
|