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 $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
7,851
shares
|
$1.75 Million
0.54% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,834
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 132.19%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
7,831
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
7,825
shares
|
$1.74 Million
0.24% of portfolio
|
Q4 2022
Reduced 12.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,798
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,757
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
7,724
shares
|
$1.72 Million
0.43% of portfolio
|
Q3 2024
Added 36.76%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
7,636
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 28.21%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 16, 2024 Q3 2024 |
7,562
shares
|
$1.68 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
7,493
shares
|
$1.67 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
7,485
shares
|
$1.67 Million
0.86% of portfolio
|
Q2 2021
Added 114.78%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
7,473
shares
|
$1.66 Million
0.36% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,386
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
7,381
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,341
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,320
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
7,307
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,298
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,298
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2023
Added 18.78%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
7,283
shares
|
$1.62 Million
0.7% of portfolio
|
Q3 2024
Reduced 67.67%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
7,265
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,177
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,155
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2020
Added 46.63%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
7,150
shares
|
$1.59 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
7,146
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|