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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21
shares
|
$2,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$2,793
0.0% of portfolio
|
Q2 2025
Reduced 61.82%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$2,660
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$2,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$2,394
0.0% of portfolio
|
Q2 2023
Reduced 98.58%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
18
shares
|
$2,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
17
shares
|
$2,261
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
17
shares
|
$2,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
16
shares
|
$2,128
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
16
shares
|
$2,128
0.0% of portfolio
|
Q2 2025
Reduced 97.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$2,128
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
16
shares
|
$2,128
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15
shares
|
$1,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
15
shares
|
$1,995
0.0% of portfolio
|
Q1 2025
Reduced 96.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
15
shares
|
$1,995
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
15
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
Reduced 70.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
14
shares
|
$1,862
0.0% of portfolio
|
Q2 2025
Reduced 93.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
14
shares
|
$1,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
14
shares
|
$1,862
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
14
shares
|
$1,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$1,729
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
12
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
12
shares
|
$1,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
11
shares
|
$1,463
0.0% of portfolio
|
Q2 2024
New holding
|