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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,149
shares
|
$481,956
0.03% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,145
shares
|
$481,059
0.17% of portfolio
|
Q3 2023
Added 6.19%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,135
shares
|
$478,816
0.22% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,125
shares
|
$476,573
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,118
shares
|
$475,003
0.01% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,115
shares
|
$474,331
0.28% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
2,105
shares
|
$472,088
0.16% of portfolio
|
Q3 2024
Added 60.69%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,104
shares
|
$471,864
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
2,084
shares
|
$467,378
0.1% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,067
shares
|
$463,566
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,053
shares
|
$460,426
0.3% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,047
shares
|
$459,080
0.04% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,047
shares
|
$459,080
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
2,042
shares
|
$457,959
0.1% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
2,031
shares
|
$455,492
0.18% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,028
shares
|
$454,819
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,013
shares
|
$451,455
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,011
shares
|
$451,006
0.03% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,004
shares
|
$449,437
0.02% of portfolio
|
Q2 2024
Reduced 13.43%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$448,540
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
1,956
shares
|
$438,672
0.04% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
1,954
shares
|
$438,223
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,941
shares
|
$435,308
0.07% of portfolio
|
Q3 2024
Reduced 72.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,902
shares
|
$426,561
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,894
shares
|
$424,767
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|