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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,364
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
14,265
shares
|
$3.2 Million
1.09% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,251
shares
|
$3.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
14,039
shares
|
$3.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 24.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,942
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
13,859
shares
|
$3.11 Million
0.24% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Soros Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,650
shares
|
$3.06 Million
0.98% of portfolio
|
Q3 2024
Added 22.61%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,489
shares
|
$3.03 Million
0.26% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
13,441
shares
|
$3.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
13,278
shares
|
$2.98 Million
1.75% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
13,009
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Eulav Asset Management
|
Nov 08, 2024 Q3 2024 |
13,000
shares
|
$2.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,985
shares
|
$2.91 Million
0.29% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
12,910
shares
|
$2.9 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
12,802
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2024
Added 35.03%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
12,797
shares
|
$2.87 Million
0.77% of portfolio
|
Q3 2023
Reduced 11.77%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
12,783
shares
|
$2.87 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
12,732
shares
|
$2.86 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
12,620
shares
|
$2.83 Million
0.76% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
12,599
shares
|
$2.83 Million
0.44% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
12,563
shares
|
$2.82 Million
0.24% of portfolio
|
Q4 2022
Added 2.37%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,540
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,531
shares
|
$2.81 Million
3.33% of portfolio
|
Q2 2023
Reduced 11.06%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,366
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
12,361
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Added 17.41%
|