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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
23
shares
|
$2,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
22
shares
|
$2,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
22
shares
|
$2,841
0.0% of portfolio
|
Q3 2025
Reduced 47.62%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21
shares
|
$2,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
20
shares
|
$2,583
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19
shares
|
$2,454
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
19
shares
|
$2,454
0.0% of portfolio
|
Q3 2025
Added 216.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$2,324
0.0% of portfolio
|
Q2 2023
Reduced 98.58%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
18
shares
|
$2,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
18
shares
|
$2,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
16
shares
|
$2,066
0.0% of portfolio
|
Q2 2025
Reduced 97.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$2,066
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
16
shares
|
$2,066
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
15
shares
|
$1,937
0.0% of portfolio
|
Q1 2025
Reduced 96.35%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
15
shares
|
$1,937
0.0% of portfolio
|
Q4 2024
Reduced 70.0%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
14
shares
|
$1,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
14
shares
|
$1,808
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
13
shares
|
$1,679
0.0% of portfolio
|
Q3 2025
Reduced 59.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$1,679
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
12
shares
|
$1,549
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
12
shares
|
$1,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
11
shares
|
$1,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
11
shares
|
$1,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
11
shares
|
$1,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$1,291
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|