STZ — Constellation Brands Inc Institutional Holders · Q3 2026

Name: Who Owns STZ? 50 Institutions Hold $32.1M (Q3 2026)
Creator: ko.io

Who owns Constellation Brands Inc (STZ)? 50 institutions reported holding $32.06M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($17.2M), Canandaigua National Bank & Trust Co ($3.8M), Ables, Iannone, Moore & Associates, Inc. ($1.9M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$17.2M	151,797	Trimmed
2	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.8M	33,512	Trimmed
3	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$1.9M	16,904	Added
4	BENEDICT FINANCIAL ADVISORS INC	$1.1M	9,323	Trimmed
5	Douglas Lane & Associates, LLC	$865,324	7,654	Trimmed
6	MOODY NATIONAL BANK TRUST DIVISION	$804,987	7,120	Added
7	Grove Bank & Trust	$592,209	5,238	Added
8	Valeo Financial Advisors, LLC	$461,495	4,082	Trimmed
9	ANB BANK	$460,720	4,075	Trimmed
10	TOMPKINS FINANCIAL CORP	$423,410	3,745	Added
11	TOTH FINANCIAL ADVISORY CORP	$414,418	3,665	Trimmed
12	Cooper Financial Group	$413,419	3,657	Trimmed
13	TLWM	$382,935	3,387	Trimmed
14	GAMMA Investing LLC	$361,679	3,199	Trimmed
15	City Center Advisors, LLC	$358,739	3,173	New
16	Nautilus Advisors LLC	$341,667	3,022	Hold
17	BAKER TILLY WEALTH MANAGEMENT, LLC	$318,716	2,819	Added
18	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$291,125	2,574	Added
19	Legacy Private Trust Co.	$229,511	2,030	Trimmed
20	DOLIVER ADVISORS, LP	$220,919	1,954	Trimmed
21	GK Wealth Management LLC	$204,627	1,810	Trimmed
22	Farther Finance Advisors, LLC	$201,603	1,783	Trimmed
23	CoreCap Advisors, LLC	$169,680	1,500	Trimmed
24	Rosenberg Matthew Hamilton	$124,479	1,101	Added
25	Hickory Point Bank & Trust	$98,814	874	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30