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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
976
shares
|
$219,990
0.06% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
976
shares
|
$219,990
0.03% of portfolio
|
Q3 2024
Reduced 45.78%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
975
shares
|
$219,765
0.01% of portfolio
|
Q3 2024
Reduced 37.06%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
965
shares
|
$217,511
0.02% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
961
shares
|
$216,609
0.04% of portfolio
|
Q1 2023
Reduced 15.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
958
shares
|
$215,933
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
955
shares
|
$215,257
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
954
shares
|
$215,031
0.41% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
951
shares
|
$214,355
0.14% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
947
shares
|
$213,453
0.02% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
944
shares
|
$212,777
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
939
shares
|
$211,650
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
931
shares
|
$209,847
0.09% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
930
shares
|
$209,622
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
929
shares
|
$209,396
0.01% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
929
shares
|
$209,396
0.03% of portfolio
|
Q3 2024
Added 53.55%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
925
shares
|
$208,495
0.03% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
925
shares
|
$208,495
0.08% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
925
shares
|
$208,495
0.06% of portfolio
|
Q4 2023
Reduced 34.16%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
917
shares
|
$206,691
0.01% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
917
shares
|
$206,691
0.11% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
915
shares
|
$206,241
0.09% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
912
shares
|
$205,564
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
906
shares
|
$204,212
0.01% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
904
shares
|
$203,761
0.14% of portfolio
|
Q3 2024
Reduced 5.04%
|