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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
234
shares
|
$52,743
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
230
shares
|
$51,842
0.0% of portfolio
|
Q3 2021
Added 7.98%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
227
shares
|
$51,165
0.03% of portfolio
|
Q4 2023
Reduced 24.83%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
223
shares
|
$50,264
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
221
shares
|
$49,813
0.02% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
215
shares
|
$48,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
213
shares
|
$48,010
0.01% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
208
shares
|
$46,883
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
206
shares
|
$46,432
0.01% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
204
shares
|
$45,981
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
200
shares
|
$45,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$45,080
0.01% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$45,080
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
196
shares
|
$44,178
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
191
shares
|
$43,051
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
187
shares
|
$42,149
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
185
shares
|
$41,699
0.01% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
184
shares
|
$41,473
0.1% of portfolio
|
Q3 2022
Reduced 58.65%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
184
shares
|
$41,473
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
180
shares
|
$40,572
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
166
shares
|
$37,416
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
166
shares
|
$37,416
0.01% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
163
shares
|
$36,740
0.02% of portfolio
|
Q3 2024
Added 136.23%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
160
shares
|
$36,064
0.02% of portfolio
|
Q2 2022
Reduced 1.84%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
159
shares
|
$35,838
0.0% of portfolio
|
Q3 2024
Reduced 14.97%
|