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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
4
shares
|
$516
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
4
shares
|
$516
0.0% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
3
shares
|
$387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
3
shares
|
$387
0.01% of portfolio
|
Q2 2025
Reduced 92.86%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$387
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3
shares
|
$387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$258
0.0% of portfolio
|
Q2 2025
Reduced 94.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$258
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2
shares
|
$258
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2
shares
|
$258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
2
shares
|
$258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$129
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$129
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1
shares
|
$129
0.0% of portfolio
|
Q2 2025
Reduced 93.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$129
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1
shares
|
$129
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|