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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40
shares
|
$5,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
40
shares
|
$5,321
0.0% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
39
shares
|
$5,188
0.0% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
38
shares
|
$5,055
0.0% of portfolio
|
Q2 2025
Reduced 66.07%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
38
shares
|
$5,055
0.0% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$4,922
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
37
shares
|
$4,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
33
shares
|
$4,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
32
shares
|
$4,257
0.0% of portfolio
|
Q2 2023
Reduced 21.95%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
32
shares
|
$4,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
32
shares
|
$4,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
32
shares
|
$4,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
31
shares
|
$4,124
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
30
shares
|
$3,991
0.0% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
29
shares
|
$3,858
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
29
shares
|
$3,858
0.0% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$3,592
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
26
shares
|
$3,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
26
shares
|
$3,459
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
25
shares
|
$3,326
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$3,192
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
24
shares
|
$3,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
24
shares
|
$3,192
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
23
shares
|
$3,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
22
shares
|
$2,926
0.0% of portfolio
|
Q1 2025
New holding
|