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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
5,093
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
5,075
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,065
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
5,040
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,026
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2022
Added 255.19%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
4,966
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,961
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,937
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Added 330.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,935
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,933
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
4,929
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
4,872
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,859
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
4,836
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,824
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2022
Added 15.21%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
4,765
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 206.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
4,740
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,710
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2023
Added 1784.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,710
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2023
Added 1784.0%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
4,690
shares
|
$1.04 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
4,652
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Added 30.05%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
4,644
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
4,639
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,637
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2024
Added 1.76%
|