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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
55
shares
|
$12,397
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
52
shares
|
$11,720
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
52
shares
|
$11,720
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
51
shares
|
$11,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$11,270
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
50
shares
|
$11,270
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
46
shares
|
$10,368
0.01% of portfolio
|
Q3 2024
Added 187.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
46
shares
|
$10,368
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
44
shares
|
$9,917
0.0% of portfolio
|
Q3 2020
Added 37.5%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
43
shares
|
$9,692
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
42
shares
|
$9,466
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
42
shares
|
$9,466
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
41
shares
|
$9,241
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$9,016
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$9,016
0.0% of portfolio
|
Q3 2022
Reduced 46.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
39
shares
|
$8,790
0.0% of portfolio
|
Q2 2022
Added 4.35%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
38
shares
|
$8,565
0.0% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
36
shares
|
$8,114
0.0% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
34
shares
|
$7,663
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
34
shares
|
$7,663
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
33
shares
|
$7,438
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
33
shares
|
$7,438
0.0% of portfolio
|
Q3 2024
Added 450.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
33
shares
|
$7,438
0.0% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
32
shares
|
$7,212
0.0% of portfolio
|
Q2 2023
Reduced 21.95%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
31
shares
|
$6,987
0.0% of portfolio
|
Q3 2024
New holding
|