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 $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
38
shares
|
$6,382
0.0% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
38
shares
|
$6,382
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
37
shares
|
$6,214
0.0% of portfolio
|
Q1 2025
Reduced 49.32%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$6,214
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
37
shares
|
$6,214
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
35
shares
|
$5,878
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
32
shares
|
$5,374
0.0% of portfolio
|
Q2 2023
Reduced 21.95%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
30
shares
|
$5,038
0.0% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
29
shares
|
$4,870
0.0% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$4,534
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
27
shares
|
$4,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
26
shares
|
$4,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
25
shares
|
$4,198
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
24
shares
|
$4,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
24
shares
|
$4,030
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
23
shares
|
$3,862
0.0% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
23
shares
|
$3,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
22
shares
|
$3,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
22
shares
|
$3,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
21
shares
|
$3,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
21
shares
|
$3,526
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
20
shares
|
$3,359
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
20
shares
|
$3,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$3,023
0.0% of portfolio
|
Q2 2023
Reduced 98.58%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
18
shares
|
$3,023
0.0% of portfolio
|
Q2 2025
New holding
|