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 |
|---|---|---|---|---|---|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
17
shares
|
$2,855
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
16
shares
|
$2,687
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
16
shares
|
$2,687
0.0% of portfolio
|
Q2 2025
Reduced 97.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$2,687
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
16
shares
|
$2,687
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
15
shares
|
$2,519
0.0% of portfolio
|
Q1 2025
Reduced 96.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
15
shares
|
$2,519
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
15
shares
|
$2,519
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
15
shares
|
$2,519
0.0% of portfolio
|
Q4 2024
Reduced 70.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
15
shares
|
$2,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
15
shares
|
$2,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
14
shares
|
$2,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
14
shares
|
$2,351
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$2,183
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
12
shares
|
$2,015
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
12
shares
|
$2,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
11
shares
|
$1,847
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11
shares
|
$1,847
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
11
shares
|
$1,847
0.0% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
10
shares
|
$1,679
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
10
shares
|
$1,679
0.0% of portfolio
|
Q1 2023
Reduced 64.29%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
10
shares
|
$1,679
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
10
shares
|
$1,679
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
10
shares
|
$1,679
0.0% of portfolio
|
Q1 2023
Reduced 99.87%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,679
0.0% of portfolio
|
Q4 2023
New holding
|