STZ · Company research

Constellation Brands, Inc. (STZ): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableConsumer

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
Tompkins Financial Corporation1005817Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3745423410000———Oct 5, 2026SEC_13F_HR
Prime Capital Investment Advisors, LLC1731446Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1443200722———Aug 5, 2026SEC_13F_DATASET
Junto Capital Management LP1595880Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15589421683296———Aug 14, 2026SEC_13F_DATASET
CIDEL ASSET MANAGEMENT INC1621915Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1921267190———Jul 17, 2026SEC_13F_DATASET
AQR CAPITAL MANAGEMENT LLC1167557Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11078315127414———Aug 14, 2026SEC_13F_DATASET
V. M. MANNING & CO., INC.62061Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6790944421———Jul 13, 2026SEC_13F_DATASET
GTS SECURITIES LLC1452765Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1495207940———Aug 14, 2026SEC_13F_DATASET
TOMPKINS FINANCIAL CORP1005817Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3650507679———Jul 15, 2026SEC_13F_DATASET
GW&K Investment Management, LLC1082917Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)22732———Aug 12, 2026SEC_13F_DATASET
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1632972Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)129601737476———Jul 15, 2026SEC_13F_DATASET
EQUITY INVESTMENT CORP1685771Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1858258429———Aug 7, 2026SEC_13F_DATASET
BSW Wealth Partners1512601Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1724239792———Jul 15, 2026SEC_13F_DATASET
KBC Group NV1411133Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)217943031———Aug 5, 2026SEC_13F_DATASET
Zurcher Kantonalbank (Zurich Cantonalbank)1368163Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10158814129875———Aug 12, 2026SEC_13F_DATASET
GROUP ONE TRADING LLC932540Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11690016259621———Aug 14, 2026SEC_13F_DATASET
CIBC WORLD MARKET INC.1421224Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)452306290995———Aug 13, 2026SEC_13F_DATASET
GROUPAMA ASSET MANAGMENT1055969Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)168622353301———Aug 14, 2026SEC_13F_DATASET
City State Bank1910666Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)57479838———Jul 14, 2026SEC_13F_DATASET
Sanctuary Advisors, LLC1777271Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)283943949379———Aug 13, 2026SEC_13F_DATASET
Align Financial, LLC2089183Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)50069545———Jul 27, 2026SEC_13F_DATASET
Kemnay Advisory Services Inc.1555283Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)638763———Aug 14, 2026SEC_13F_DATASET
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.1536186Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7804810855696———Aug 12, 2026SEC_13F_DATASET
Westside Investment Management, Inc.1538383Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15621823———Jul 27, 2026SEC_13F_DATASET
ROFFMAN MILLER ASSOCIATES INC /PA/869367Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)111101545276———Jul 13, 2026SEC_13F_DATASET
Framtiden Holdings Management Co LLC2112734Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)16500027818000———Aug 14, 2026SEC_13F_DATASET
Night Squared LP2058786Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21398029762478———Aug 14, 2026SEC_13F_DATASET
JONES FINANCIAL COMPANIES LLLP815917Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1467204045———Aug 14, 2026SEC_13F_DATASET
SUSQUEHANNA INTERNATIONAL GROUP, LLP1446194Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1371500190761935———Aug 14, 2026SEC_13F_DATASET
Private Wealth Management Group, LLC2011342Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)598207———Jul 27, 2026SEC_13F_DATASET
World Investment Advisors1652594Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2448365779———Aug 14, 2026SEC_13F_DATASET
B. Metzler seel. Sohn & Co. AG1847838Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)76311061313———Aug 11, 2026SEC_13F_DATASET
SCOPUS ASSET MANAGEMENT, L.P.1317583Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)16850023436665———Aug 14, 2026SEC_13F_DATASET
CREDIT AGRICOLE S A1191672Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)250003477250———Aug 14, 2026SEC_13F_DATASET
TD PRIVATE CLIENT WEALTH LLC1551017Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)757105360———Aug 4, 2026SEC_13F_DATASET
North Dakota State Investment Board2064039Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4224587516———Aug 4, 2026SEC_13F_DATASET
Buttonwood Financial Advisors Inc.1904033Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2246312420———Jul 13, 2026SEC_13F_DATASET
MetLife Investment Management, LLC1529735Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)318804434189———Aug 14, 2026SEC_13F_DATASET
MV CAPITAL MANAGEMENT, INC.1633366Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)46970350———Jul 29, 2026SEC_13F_DATASET
BROWN BROTHERS HARRIMAN & CO14661Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)135211880636———Aug 12, 2026SEC_13F_DATASET
Callan Family Office, LLC1938970Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3393471868———Aug 11, 2026SEC_13F_DATASET
Park Place Capital Corp1965810Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2000019925———Aug 14, 2026SEC_13F_DATASET
Illinois Municipal Retirement Fund1541910Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)237873308534———Aug 12, 2026SEC_13F_DATASET
Investors Research Corp1730630Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10414465———Jul 10, 2026SEC_13F_DATASET
Abound Wealth Management1950323Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11616084———Jul 10, 2026SEC_13F_DATASET
TD Asset Management Inc1056053Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)641068916504———Aug 4, 2026SEC_13F_DATASET
Aberdeen Wealth Management LLC1802654Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2000278180———Aug 13, 2026SEC_13F_DATASET
VAUGHAN DAVID INVESTMENTS LLC/IL1063571Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19537127174———Aug 11, 2026SEC_13F_DATASET
OSSIAM1767471Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3776525204———Aug 13, 2026SEC_13F_DATASET
APG Asset Management N.V.1434819Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11372113834911———Aug 12, 2026SEC_13F_DATASET
Allied Private Wealth LLC2132253Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11314856———Jul 9, 2026SEC_13F_DATASET
Carolina Wealth Advisors, LLC1786411Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)202782———Jul 9, 2026SEC_13F_DATASET
CMH Wealth Management LLC1657516Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2633366224———Jul 9, 2026SEC_13F_DATASET
PEAK6 LLC1389958Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)124121726385———Aug 13, 2026SEC_13F_DATASET
VANGUARD PORTFOLIO MANAGEMENT LLC2100121Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)78355101089841086———Aug 13, 2026SEC_13F_DATASET
CHOREO, LLC1679031Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2148298806———Aug 4, 2026SEC_13F_DATASET
Three Bearings Fiduciary Advisors, Inc.2140230Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12917943———Jul 9, 2026SEC_13F_DATASET
Beacon Financial Strategies CORP2084239Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11916552———Jul 8, 2026SEC_13F_DATASET
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1228242Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)208012893211———Aug 13, 2026SEC_13F_DATASET
Kendall Capital Management1731372Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5143715340———Aug 12, 2026SEC_13F_DATASET
Millstone Evans Group, LLC2041943Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)48867876———Aug 11, 2026SEC_13F_DATASET
PINNACLE ASSOCIATES LTD743127Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1650229439———Aug 3, 2026SEC_13F_DATASET
ANB BANK2067126Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5901820770———Aug 12, 2026SEC_13F_DATASET
Crews Bank & Trust2052279Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10013909———Jul 16, 2026SEC_13F_DATASET
BEACON INVESTMENT ADVISORY SERVICES, INC.1654599Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)506955———Jul 8, 2026SEC_13F_DATASET
EverSource Wealth Advisors, LLC1710537Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)344729———Jul 24, 2026SEC_13F_DATASET
ATWOOD & PALMER INC1044929Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5696———Jul 8, 2026SEC_13F_DATASET
Mirabaud & Cie SA1869685Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2390332425———Jul 8, 2026SEC_13F_DATASET
Savoir Faire Capital Management, L.P.1710593Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)357274969268———Jul 24, 2026SEC_13F_DATASET
Frec Markets, Inc.2111359Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2175302521———Aug 13, 2026SEC_13F_DATASET
Czech National Bank1908923Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)396965521317———Jul 8, 2026SEC_13F_DATASET
OSAIC HOLDINGS, INC.1677044Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)142301979201———Aug 14, 2026SEC_13F_DATASET
Cohen Capital Management, Inc.1508120Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)262443650287———Jul 8, 2026SEC_13F_DATASET
ELEVATION WEALTH PARTNERS, LLC1976256Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)263617———Jul 8, 2026SEC_13F_DATASET
Bank Pictet & Cie (Europe) AG1123274Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1493207661———Jul 24, 2026SEC_13F_DATASET
TLWM1732537Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3540492380———Jul 7, 2026SEC_13F_DATASET
Byrne Asset Management LLC1911322Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10013909———Jul 7, 2026SEC_13F_DATASET
Elevated Capital Advisors, LLC1802387Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3417———Aug 3, 2026SEC_13F_DATASET
SHAYNE & JACOBS, LLC1484085Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1850257317———Jul 7, 2026SEC_13F_DATASET
JNBA Financial Advisors1569118Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8011128———Jul 23, 2026SEC_13F_DATASET
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC922127Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)143651998028———Aug 11, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.