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 1,273 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
10,913
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,878
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,833
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,827
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2022
Reduced 44.48%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
10,772
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 111.67%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
10,451
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,363
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 95.32%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
10,300
shares
|
$1.33 Million
0.32% of portfolio
|
Q2 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,282
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
10,146
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 84.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,142
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
9,908
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Added 32.21%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,885
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 46.97%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
9,781
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,552
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,473
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,370
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
9,328
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
9,146
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
9,126
shares
|
$1.18 Million
1.11% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,111
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,100
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
9,072
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
9,061
shares
|
$1.17 Million
0.27% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
9,000
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Added 80.0%
|
|