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 1,483 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $27.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
12,099
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
12,095
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,906
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2023
Reduced 40.17%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
11,671
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
11,533
shares
|
$2.16 Million
0.27% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
11,484
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
11,479
shares
|
$2.15 Million
1.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,376
shares
|
$2.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,297
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,228
shares
|
$2.1 Million
0.16% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
11,146
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 42.28%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
11,088
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.84%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
11,037
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
11,027
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
10,999
shares
|
$2.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,827
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2022
Reduced 44.48%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
10,767
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,721
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
10,540
shares
|
$1.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 47.93%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
10,535
shares
|
$1.97 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
10,525
shares
|
$1.97 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
10,401
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2024
Reduced 96.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
10,366
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 96.55%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
10,300
shares
|
$1.93 Million
0.59% of portfolio
|
Q2 2020
New holding
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
10,217
shares
|
$1.91 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.5%
|