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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,780
shares
|
$841,843
0.59% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,752
shares
|
$835,607
0.55% of portfolio
|
Q2 2023
Reduced 0.69%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,740
shares
|
$832,935
0.09% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
3,725
shares
|
$829,594
0.04% of portfolio
|
Q3 2024
Reduced 43.82%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
3,724
shares
|
$829,372
0.09% of portfolio
|
Q3 2024
Added 15.51%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
3,722
shares
|
$828,926
0.33% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
3,697
shares
|
$823,358
0.0% of portfolio
|
Q3 2024
Added 72.27%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
3,681
shares
|
$819,795
0.35% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
3,679
shares
|
$819,350
0.81% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,670
shares
|
$817,345
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,623
shares
|
$806,878
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$801,756
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
3,578
shares
|
$796,856
0.14% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,572
shares
|
$795,520
0.03% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,567
shares
|
$794,406
0.02% of portfolio
|
Q3 2024
Added 32.21%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
3,546
shares
|
$789,729
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
3,542
shares
|
$788,838
0.02% of portfolio
|
Q3 2023
Reduced 11.85%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
3,542
shares
|
$788,838
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
3,538
shares
|
$787,947
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
3,504
shares
|
$780,375
0.27% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$779,485
1.07% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
3,495
shares
|
$778,371
0.57% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
3,487
shares
|
$776,589
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
3,480
shares
|
$775,030
0.06% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,464
shares
|
$771,467
0.45% of portfolio
|
Q1 2024
New holding
|