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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
92
shares
|
$11,882
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
87
shares
|
$11,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
86
shares
|
$11,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
86
shares
|
$11,107
0.01% of portfolio
|
Q3 2024
Reduced 69.06%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
85
shares
|
$10,978
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
84
shares
|
$10,849
0.0% of portfolio
|
Q3 2025
Reduced 48.47%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
83
shares
|
$10,720
0.0% of portfolio
|
Q1 2025
Reduced 68.68%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
83
shares
|
$10,720
0.0% of portfolio
|
Q3 2025
Reduced 53.11%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
80
shares
|
$10,332
0.0% of portfolio
|
Q1 2024
Reduced 24.53%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
80
shares
|
$10,332
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
79
shares
|
$10,203
0.0% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
79
shares
|
$10,203
0.0% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$9,687
0.01% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$9,687
0.01% of portfolio
|
Q3 2023
Added 13.64%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
75
shares
|
$9,687
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
74
shares
|
$9,557
0.01% of portfolio
|
Q2 2022
Reduced 59.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
74
shares
|
$9,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
72
shares
|
$9,299
0.0% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
71
shares
|
$9,170
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
71
shares
|
$9,170
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
70
shares
|
$9,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
70
shares
|
$9,041
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
67
shares
|
$8,653
0.0% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
66
shares
|
$8,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
65
shares
|
$8,395
0.0% of portfolio
|
Q3 2025
Reduced 35.64%
|
|