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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
41
shares
|
$5,295
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$5,166
0.0% of portfolio
|
Q3 2022
Reduced 46.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
40
shares
|
$5,166
0.0% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
40
shares
|
$5,166
0.0% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
40
shares
|
$5,166
0.0% of portfolio
|
Q4 2019
Added 22602.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
39
shares
|
$5,037
0.0% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
38
shares
|
$4,908
0.0% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
37
shares
|
$4,778
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
37
shares
|
$4,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
35
shares
|
$4,520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
32
shares
|
$4,133
0.0% of portfolio
|
Q2 2023
Reduced 21.95%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
31
shares
|
$4,003
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
31
shares
|
$4,003
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
30
shares
|
$3,874
0.0% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
28
shares
|
$3,616
0.0% of portfolio
|
Q3 2025
Added 460.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$3,487
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$3,358
0.0% of portfolio
|
Q3 2025
Added 85.71%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
26
shares
|
$3,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
26
shares
|
$3,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
25
shares
|
$3,229
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
25
shares
|
$3,229
0.0% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
25
shares
|
$3,229
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
24
shares
|
$3,099
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
24
shares
|
$3,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
24
shares
|
$3,099
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|