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 |
|---|---|---|---|---|---|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
12,238
shares
|
$2.74 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
12,223
shares
|
$2.74 Million
0.51% of portfolio
|
Q3 2024
Added 36.28%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
12,098
shares
|
$2.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,094
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,071
shares
|
$2.71 Million
0.5% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,906
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2023
Reduced 40.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,876
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
11,842
shares
|
$2.66 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
11,831
shares
|
$2.65 Million
0.12% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
11,703
shares
|
$2.62 Million
0.43% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,618
shares
|
$2.61 Million
0.13% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,547
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,533
shares
|
$2.59 Million
0.31% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
11,518
shares
|
$2.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
11,395
shares
|
$2.56 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
11,170
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
10,949
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
10,916
shares
|
$2.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,827
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2022
Reduced 44.48%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
10,742
shares
|
$2.41 Million
0.89% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
10,718
shares
|
$2.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
10,698
shares
|
$2.4 Million
1.36% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
10,672
shares
|
$2.39 Million
2.12% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
10,550
shares
|
$2.37 Million
0.6% of portfolio
|
Q2 2024
Reduced 4.09%
|