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 |
|---|---|---|---|---|---|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
1,457
shares
|
$326,761
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,431
shares
|
$320,930
0.03% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
1,429
shares
|
$320,481
0.03% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,417
shares
|
$317,790
0.02% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,411
shares
|
$316,444
0.0% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,407
shares
|
$315,547
0.01% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
1,400
shares
|
$313,978
0.07% of portfolio
|
Q4 2022
Added 16.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,390
shares
|
$311,735
0.02% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,390
shares
|
$311,735
0.08% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,386
shares
|
$310,838
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
1,366
shares
|
$306,352
0.03% of portfolio
|
Q3 2024
Added 37.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,360
shares
|
$305,007
0.01% of portfolio
|
Q3 2024
Reduced 59.58%
|
|
|
Wilkinson Global Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,355
shares
|
$303,885
0.02% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
1,353
shares
|
$303,437
0.14% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,352
shares
|
$303,213
0.01% of portfolio
|
Q4 2023
Added 9.92%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
1,336
shares
|
$299,624
0.0% of portfolio
|
Q3 2024
Reduced 24.86%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,335
shares
|
$299,400
0.18% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,330
shares
|
$298,279
0.0% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,324
shares
|
$296,933
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
1,322
shares
|
$296,484
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
1,321
shares
|
$296,260
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
1,313
shares
|
$294,466
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
1,308
shares
|
$293,345
0.14% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,307
shares
|
$293,120
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,305
shares
|
$292,672
0.05% of portfolio
|
Q3 2024
Added 19.07%
|