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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,679
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
10
shares
|
$1,679
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
9
shares
|
$1,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8
shares
|
$1,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$1,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
8
shares
|
$1,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8
shares
|
$1,343
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8
shares
|
$1,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
7
shares
|
$1,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
7
shares
|
$1,175
0.0% of portfolio
|
Q2 2025
Reduced 74.07%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
7
shares
|
$1,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5
shares
|
$839
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
5
shares
|
$839
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
5
shares
|
$839
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
5
shares
|
$839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4
shares
|
$671
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4
shares
|
$671
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
4
shares
|
$671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
3
shares
|
$503
0.0% of portfolio
|
Q1 2024
Reduced 93.48%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$503
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
3
shares
|
$503
0.0% of portfolio
|
Q1 2025
New holding
|