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 1,477 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
16,834
shares
|
$3.78 Million
0.59% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
16,782
shares
|
$3.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
16,556
shares
|
$3.71 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
16,423
shares
|
$3.68 Million
0.67% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
16,286
shares
|
$3.65 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,168
shares
|
$3.63 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
16,120
shares
|
$3.62 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
16,119
shares
|
$3.62 Million
2.55% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
16,026
shares
|
$3.59 Million
1.13% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
16,001
shares
|
$3.59 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
15,991
shares
|
$3.59 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
15,849
shares
|
$3.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 35.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,835
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,734
shares
|
$3.53 Million
0.07% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
15,482
shares
|
$3.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 34.42%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
15,371
shares
|
$3.45 Million
0.16% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
15,209
shares
|
$3.41 Million
0.13% of portfolio
|
Q3 2024
Added 85.23%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,182
shares
|
$3.4 Million
0.05% of portfolio
|
Q3 2024
Added 272.02%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
15,158
shares
|
$3.4 Million
5.72% of portfolio
|
Q3 2022
Reduced 24.8%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
15,000
shares
|
$3.36 Million
2.03% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
14,991
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,861
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
14,697
shares
|
$3.3 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
14,474
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,453
shares
|
$3.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.8%
|