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 1,476 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 $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$13,635
0.01% of portfolio
|
Q4 2022
Reduced 80.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$13,635
0.01% of portfolio
|
Q3 2023
Added 13.64%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
75
shares
|
$13,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
74
shares
|
$13,453
0.01% of portfolio
|
Q2 2022
Reduced 59.56%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
74
shares
|
$13,453
0.01% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
74
shares
|
$13,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
72
shares
|
$13,090
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
71
shares
|
$12,908
0.01% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
71
shares
|
$12,908
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
71
shares
|
$12,908
0.01% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
70
shares
|
$12,726
0.01% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
65
shares
|
$11,817
0.0% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
65
shares
|
$11,817
0.0% of portfolio
|
Q3 2023
Reduced 4.41%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65
shares
|
$11,817
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
64
shares
|
$11,635
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
64
shares
|
$11,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
62
shares
|
$11,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
62
shares
|
$11,272
0.0% of portfolio
|
Q4 2024
Reduced 37.37%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
61
shares
|
$11,090
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
61
shares
|
$11,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
60
shares
|
$10,908
0.01% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
59
shares
|
$10,726
0.01% of portfolio
|
Q3 2024
Added 51.28%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
57
shares
|
$10,363
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
55
shares
|
$9,999
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
52
shares
|
$9,454
0.0% of portfolio
|
Q3 2021
New holding
|