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 |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65
shares
|
$8,395
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
64
shares
|
$8,266
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
62
shares
|
$8,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
60
shares
|
$7,749
0.01% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
60
shares
|
$7,749
0.0% of portfolio
|
Q4 2024
Reduced 85.15%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
60
shares
|
$7,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
59
shares
|
$7,620
0.0% of portfolio
|
Q2 2025
Reduced 55.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
56
shares
|
$7,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
55
shares
|
$7,103
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
54
shares
|
$6,974
0.0% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
52
shares
|
$6,716
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
52
shares
|
$6,716
0.0% of portfolio
|
Q3 2025
Reduced 28.77%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
52
shares
|
$6,716
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
52
shares
|
$6,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$6,458
0.0% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$6,458
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
50
shares
|
$6,458
0.0% of portfolio
|
Q3 2025
Reduced 27.54%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
50
shares
|
$6,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
48
shares
|
$6,199
0.0% of portfolio
|
Q3 2025
Reduced 55.14%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
47
shares
|
$6,070
0.0% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
45
shares
|
$5,812
0.0% of portfolio
|
Q4 2024
Reduced 68.97%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
45
shares
|
$5,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
44
shares
|
$5,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
43
shares
|
$5,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
42
shares
|
$5,424
0.0% of portfolio
|
Q3 2025
Added 44.83%
|
|