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 $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,038
shares
|
$233,965
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,035
shares
|
$233,289
0.02% of portfolio
|
Q3 2024
Added 22.63%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,031
shares
|
$232,387
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,029
shares
|
$231,936
0.13% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
1,025
shares
|
$231,035
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,022
shares
|
$230,358
0.02% of portfolio
|
Q4 2021
Added 0.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,021
shares
|
$230,133
0.0% of portfolio
|
Q3 2024
Added 181.27%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
1,014
shares
|
$228,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
1,005
shares
|
$226,527
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
1,003
shares
|
$226,076
0.04% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$225,400
0.04% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$225,400
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$225,400
0.01% of portfolio
|
Q1 2022
Reduced 0.6%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,000
shares
|
$225,400
0.4% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$225,400
0.08% of portfolio
|
Q2 2023
Reduced 17.42%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$225,400
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
997
shares
|
$224,723
0.02% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
996
shares
|
$224,498
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
989
shares
|
$222,920
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
987
shares
|
$222,469
0.19% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
984
shares
|
$221,793
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
983
shares
|
$221,568
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
983
shares
|
$221,568
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
982
shares
|
$221,342
0.08% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
979
shares
|
$220,666
0.15% of portfolio
|
Q3 2024
Reduced 22.24%
|