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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
7,137
shares
|
$1.59 Million
0.15% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,121
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 290.83%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
7,052
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2024
Added 36.91%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,033
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
7,022
shares
|
$1.56 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,006
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,982
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
6,947
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
6,923
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,919
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,900
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,851
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
6,799
shares
|
$1.51 Million
1.4% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,782
shares
|
$1.51 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
6,734
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
6,728
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,712
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2022
Reduced 3.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,696
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Added 60.96%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,658
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
6,650
shares
|
$1.48 Million
0.92% of portfolio
|
Q2 2024
Reduced 35.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,638
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,617
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,609
shares
|
$1.47 Million
0.71% of portfolio
|
Q3 2024
Reduced 56.69%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,606
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.37%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
6,599
shares
|
$1.47 Million
0.43% of portfolio
|
Q3 2024
Added 23.41%
|