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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,783
shares
|
$399,873
0.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
1,781
shares
|
$399,424
0.33% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,767
shares
|
$396,285
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,749
shares
|
$392,248
0.03% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,730
shares
|
$387,987
0.04% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,729
shares
|
$387,762
0.12% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,725
shares
|
$386,865
0.0% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,717
shares
|
$385,071
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,705
shares
|
$382,380
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
1,690
shares
|
$379,016
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,689
shares
|
$378,792
0.25% of portfolio
|
Q3 2024
Added 32.16%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,688
shares
|
$378,567
0.21% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,685
shares
|
$377,894
0.03% of portfolio
|
Q3 2024
Reduced 36.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
1,682
shares
|
$377,222
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
1,674
shares
|
$375,427
0.03% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,674
shares
|
$375,427
0.01% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,669
shares
|
$374,306
0.05% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,657
shares
|
$371,615
0.0% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,656
shares
|
$371,391
0.06% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
1,648
shares
|
$369,596
0.07% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,636
shares
|
$366,905
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,635
shares
|
$366,681
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,634
shares
|
$366,457
0.02% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,624
shares
|
$364,214
0.06% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,621
shares
|
$363,541
0.02% of portfolio
|
Q3 2024
Added 1.31%
|