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 |
|---|---|---|---|---|---|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
900
shares
|
$202,860
0.17% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
900
shares
|
$202,860
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
900
shares
|
$202,860
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
899
shares
|
$202,634
0.05% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
896
shares
|
$201,958
0.02% of portfolio
|
Q3 2022
Reduced 4.88%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
895
shares
|
$201,733
0.04% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
894
shares
|
$201,507
0.02% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
892
shares
|
$201,056
0.01% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
891
shares
|
$200,831
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
885
shares
|
$199,479
0.01% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
885
shares
|
$199,479
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
880
shares
|
$198,352
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
878
shares
|
$197,901
0.04% of portfolio
|
Q1 2022
Reduced 10.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
875
shares
|
$197,225
0.02% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
872
shares
|
$196,548
0.02% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
871
shares
|
$196,323
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
867
shares
|
$195,421
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
865
shares
|
$194,971
0.23% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
865
shares
|
$194,971
0.08% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
862
shares
|
$194,294
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
862
shares
|
$194,294
0.01% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
858
shares
|
$193,393
0.06% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
858
shares
|
$193,393
0.01% of portfolio
|
Q1 2024
Added 2.14%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
855
shares
|
$192,717
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
850
shares
|
$191,590
0.04% of portfolio
|
Q2 2024
Reduced 1.73%
|