Filing Research | STZ - CONSTELLATION BRANDS INC Institutional Holdings

Snapshot holdings

50 / 272 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	338.2KSH	$47.0M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	263.6KSH	$36.7M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	159.6KSH	$22.2M
4	AEGON ASSET MANAGEMENT UK PLC	Shares	137.5KSH	$19.1M
5	DAVIDSON INVESTMENT ADVISORS	Shares	115.6KSH	$16.1M
6	COERENTE CAPITAL MANAGEMENT	Shares	112.0KSH	$15.6M
7	Swedbank AB	Shares	82.4KSH	$11.5M
8	ASR Vermogensbeheer N.V.	Shares	75.1KSH	$10.4M
9	MATRIX ASSET ADVISORS INC/NY	Shares	74.3KSH	$10.3M
10	Mirae Asset Global Investments Co., Ltd.	Shares	64.1KSH	$8.9M
11	Morningstar Investment Management LLC	Shares	54.5KSH	$8.2M
12	Canada Post Corp Registered Pension Plan	Shares	46.7KSH	$6.5M
13	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	41.5KSH	$5.8M
14	Czech National Bank	Shares	39.7KSH	$5.5M
15	EASTERLY INVESTMENT PARTNERS LLC	Shares	39.6KSH	$5.5M
16	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	36.4KSH	$5.1M
17	Savoir Faire Capital Management, L.P.	Shares	35.7KSH	$5.0M
18	Gibraltar Capital Management, Inc.	Shares	34.6KSH	$4.8M
19	IFM Investors Pty Ltd	Shares	32.6KSH	$4.5M
20	OFI INVEST ASSET MANAGEMENT	Shares	36.3KSH	$4.4M
21	Poehling Capital Management, INC.	Shares	31.5KSH	$4.4M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.8KSH	$4.3M
23	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	29.7KSH	$4.1M
24	D.A. DAVIDSON & CO.	Shares	29.1KSH	$4.0M
25	Cohen Capital Management, Inc.	Shares	26.2KSH	$3.7M
26	Mediolanum International Funds Ltd	Shares	24.1KSH	$3.4M
27	Narwhal Capital Management	Shares	22.2KSH	$3.1M
28	Fisher Funds Management LTD	Shares	21.3KSH	$3.0M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	20.3KSH	$2.8M
30	Police & Firemen's Retirement System of New Jersey	Shares	20.3KSH	$2.8M
31	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	20.1KSH	$2.8M
32	HENNESSY ADVISORS INC	Shares	17.9KSH	$2.5M
33	ABN AMRO INVESTMENT SOLUTIONS	Shares	17.6KSH	$2.4M
34	PEDDOCK CAPITAL ADVISORS, LLC	Shares	15.8KSH	$2.2M
35	EXCHANGE TRADED CONCEPTS, LLC	Shares	14.9KSH	$2.1M
36	FULTON BANK, N.A.	Shares	13.6KSH	$1.9M
37	GHP Investment Advisors, Inc.	Shares	13.5KSH	$1.9M
38	Apollon Wealth Management, LLC	Shares	13.4KSH	$1.9M
39	Portside Wealth Group, LLC	Shares	13.3KSH	$1.9M
40	Liberty Capital Management, Inc.	Shares	13.2KSH	$1.8M
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.0KSH	$1.7M
42	BURNEY CO/	Shares	12.3KSH	$1.7M
43	Sompo Asset Management Co., Ltd.	Shares	11.5KSH	$1.6M
44	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.4KSH	$1.6M
45	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	11.1KSH	$1.5M
46	Granite Group Advisors, LLC	Shares	10.5KSH	$1.5M
47	BENEDICT FINANCIAL ADVISORS INC	Shares	10.0KSH	$1.4M
48	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	9.4KSH	$1.3M
49	PATTON ALBERTSON MILLER GROUP, LLC	Shares	9.3KSH	$1.3M
50	MIZUHO SECURITIES USA LLC	Shares	8.5KSH	$1.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 301 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+224.6K	+$30.0M	$47.0M
2	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+30.0K	+$4.1M	$5.5M
3	MATRIX ASSET ADVISORS INC/NY added	Shares	+28.0K	+$3.4M	$10.3M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+26.0K	+$3.2M	$8.9M
5	HENNESSY ADVISORS INC new	Shares	+17.9K	+$2.5M	$2.5M
6	Sompo Asset Management Co., Ltd. added	Shares	+6.8K	+$888.5K	$1.6M
7	ASR Vermogensbeheer N.V. added	Shares	+10.9K	+$819.9K	$10.4M
8	Oak Thistle LLC new	Shares	+5.4K	+$747.3K	$747.3K
9	Granite Group Advisors, LLC added	Shares	+3.8K	+$433.0K	$1.5M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.9K	+$427.4K	$2.1M
11	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.0K	+$413.0K	$413.0K
12	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+2.3K	+$325.5K	$325.5K
13	Financial Solutions Advisory Group, Inc. added	Shares	+3.1K	+$316.9K	$1.1M
14	GK Wealth Management LLC new	Shares	+2.0K	+$273.8K	$273.8K
15	MONARCH CAPITAL MANAGEMENT INC new	Shares	+1.8K	+$248.3K	$248.3K
16	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+2.9K	+$246.0K	$2.4M
17	BSW Wealth Partners new	Shares	+1.7K	+$239.8K	$239.8K
18	Dynamic Advisor Solutions LLC new	PUT	+1.2K	+$166.9K	$166.9K
19	CHRISTINE MESSMER PC added	Shares	+1.1K	+$140.4K	$406.2K
20	Narwhal Capital Management added	Shares	+2.5K	+$125.1K	$3.1M
21	Platform Technology Partners added	Shares	+933	+$41.9K	$1.2M
22	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+845	+$36.9K	$1.1M
23	Rosenberg Matthew Hamilton added	Shares	+302	+$34.8K	$134.2K
24	IAMS WEALTH MANAGEMENT, LLC added	Shares	+364	+$31.8K	$292.2K
25	Grove Bank & Trust added	Shares	+465	+$23.8K	$585.3K
26	IFM Investors Pty Ltd added	Shares	+2.5K	+$20.0K	$4.5M
27	WEST PACES ADVISORS INC. new	Shares	+123	+$17.1K	$17.1K
28	TECTONIC ADVISORS LLC added	Shares	+663	+$16.6K	$1.1M
29	Crews Bank & Trust new	Shares	+100	+$13.9K	$13.9K
30	Valeo Financial Advisors, LLC added	Shares	+436	+$12.6K	$673.5K
31	CIDEL ASSET MANAGEMENT INC added	Shares	+209	+$10.4K	$267.2K
32	Global X Japan Co., Ltd. added	Shares	+77	+$10.0K	$19.8K
33	Cape Investment Advisory, Inc. new	Shares	+43	+$6.0K	$6.0K
34	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added	Shares	+183	+$5.1K	$285.3K
35	Creative Capital Management Investments LLC new	Shares	+28	+$3.9K	$3.9K
36	LifeSteps Financial, Inc. new	Shares	+21	+$2.9K	$2.9K
37	ARMSTRONG ADVISORY GROUP, INC new	Shares	+15	+$2.2K	$2.2K
38	HIGHLINE WEALTH PARTNERS LLC new	Shares	+12	+$1.7K	$1.7K
39	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$1.5K	$9.9K
40	Triumph Capital Management added	Shares	+14	+$1.5K	$8.7K
41	FINANCIAL CONSULATE, INC added	Shares	+12	+$1.4K	$5.7K
42	LRI Investments, LLC added	Shares	+32	+$1.1K	$47.7K
43	Aventura Private Wealth, LLC new	Shares	+6	+$835	$835
44	Barnes Dennig Private Wealth Management LLC new	Shares	+6	+$835	$835
45	SJS Investment Consulting Inc. added	Shares	+5	+$652	$1.3K
46	Provenance Wealth Advisors, LLC new	Shares	+4	+$556	$556
47	TFC Financial Management, Inc. added	Shares	+4	+$513	$1.1K
48	DiNuzzo Private Wealth, Inc. added	Shares	+4	+$371	$2.9K
49	Mosley Wealth Management added	Shares	+1	+$221	$1.7K
50	PARK AVENUE SECURITIES LLC added	Shares	+1.2K	+$132	$630

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