STZ Constellation Brands, Inc.

NYSE
$118.39

Constellation Brands, Inc. (STZ) Institutional Ownership

What the institutions did with STZ last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
15
filed both this quarter and last
Managers holding
14
-1 on the quarter
Buyers
3
0 opened new
Sellers
10
1 sold out entirely
Buyer share
23.1%
of managers who traded it
Breadth
-53.9
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
CONFLUENCE INVESTMENT MANAGEMENT LLC 151.8K 92.2%
TOMPKINS FINANCIAL CORP 3.7K 2.3%
BAKER TILLY WEALTH MANAGEMENT, LLC 2.8K 1.7%
DOLIVER ADVISORS, LP 2.0K 1.2%
Rosenberg Matthew Hamilton 1.1K 0.7%
Hickory Point Bank & Trust 874 0.5%
CX Institutional 726 0.4%
Miller Global Investments, LLC 589 0.4%
MassMutual Private Wealth & Trust, FSB 499 0.3%
General Partner, Inc. 332 0.2%
EASTERN BANK 150 0.1%
Versant Capital Management, Inc 86 0.1%
GoalVest Advisory LLC 4 0.0%
Planning Strategies Inc. 2 0.0%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 159.6K 151.8K -7.8K
CX Institutional Reduced 2.5K 726 -1.7K
Miller Global Investments, LLC Reduced 2.1K 589 -1.5K
MassMutual Private Wealth & Trust, FSB Reduced 853 499 -354
GoalVest Advisory LLC Reduced 205 4 -201
Rosenberg Matthew Hamilton Increased 965 1.1K +136
TOMPKINS FINANCIAL CORP Increased 3.7K 3.7K +95
BAKER TILLY WEALTH MANAGEMENT, LLC Increased 2.8K 2.8K +68
Versant Capital Management, Inc Reduced 144 86 -58
Central Pacific Bank - Trust Division Sold Out 42 0 -42
Hickory Point Bank & Trust Reduced 905 874 -31
Planning Strategies Inc. Reduced 14 2 -12
DOLIVER ADVISORS, LP Reduced 2.0K 2.0K -1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.