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 1,474 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
511
shares
|
$95,367
0.0% of portfolio
|
Q3 2024
Added 449.46%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
507
shares
|
$94,621
0.03% of portfolio
|
Q3 2023
Added 35.56%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
500
shares
|
$93,315
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
500
shares
|
$93,315
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
500
shares
|
$93,315
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
465
shares
|
$86,782
0.05% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
465
shares
|
$86,782
0.03% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
463
shares
|
$86,409
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
453
shares
|
$84,543
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
445
shares
|
$83,050
0.02% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
439
shares
|
$81,930
0.03% of portfolio
|
Q1 2023
Reduced 18.55%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
426
shares
|
$79,504
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
425
shares
|
$79,317
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
411
shares
|
$76,704
0.0% of portfolio
|
Q4 2024
Added 2640.0%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$74,652
0.04% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
400
shares
|
$74,652
0.03% of portfolio
|
Q2 2021
Reduced 99.56%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
380
shares
|
$70,919
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
375
shares
|
$69,986
0.01% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
371
shares
|
$69,239
0.0% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
355
shares
|
$66,253
0.02% of portfolio
|
Q4 2023
Reduced 26.04%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
354
shares
|
$66,067
0.03% of portfolio
|
Q1 2024
Reduced 92.14%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
350
shares
|
$65,320
0.04% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
349
shares
|
$65,133
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
335
shares
|
$62,521
0.0% of portfolio
|
Q4 2024
Reduced 28.87%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
332
shares
|
$61,961
0.04% of portfolio
|
Q4 2022
New holding
|