Constellation Brands (STZ) Institutional Ownership

$255.43
+0.04 (+0.02%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Constellation Brands (NYSE:STZ)

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
762
Total
Institutional Inflows
(last 12 months)
$7.36B
Number of
Institutional Sellers
(last 12 months)
582
Total
Institutional Outflows
(last 12 months)
$3.24B
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STZ Institutional Buying and Selling by Quarter

Constellation Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Rokos Capital Management LLP197,627$53.70M0.3%+54.4%0.108%
5/17/2024CCM Investment Advisers LLC32,271$8.77M1.0%+3.8%0.018%
5/17/2024 Plato Investment Management Ltd6,742$1.83M0.2%+22,373.3%0.004%
5/17/2024 iA Global Asset Management Inc.31,700$8.62M0.1%+23.8%0.017%
5/17/2024WealthPlan Investment Management LLC22,658$6.16M0.9%+2.9%0.012%
5/17/2024Garner Asset Management Corp4,987$1.36M0.7%+10.2%0.003%
5/17/2024Jaffetilchin Investment Partners LLC1,629$443K0.0%-3.5%0.001%
5/17/2024Hancock Whitney Corp3,613$982K0.0%-4.6%0.002%
5/17/2024Comerica Bank73,602$20.00M0.1%+1.9%0.040%
5/17/2024Coppell Advisory Solutions Corp.1,038$282K0.1%N/A0.001%
5/17/2024Tidal Investments LLC14,557$3.96M0.1%+51.5%0.008%
5/16/2024California State Teachers Retirement System284,224$77.24M0.1%+1.8%0.155%
5/16/2024B. Riley Wealth Advisors Inc.9,105$2.29M0.1%+12.0%0.005%
5/16/2024Fairbanks Capital Management Inc.5,048$1.37M0.9%-1.4%0.003%
5/16/2024 2Xideas AG68,371$18.58M2.3%-2.9%0.037%
5/16/2024 Industrial Alliance Investment Management Inc.1,049$285K0.1%+4.4%0.001%
5/16/2024 Janus Henderson Group PLC2,187,473$594.46M0.3%-3.0%1.195%
5/16/2024 BTG Pactual Global Asset Management Ltd3,309$899K0.1%N/A0.002%
5/15/2024 SVB Wealth LLC4,079$1.11M0.0%-2.0%0.002%
5/15/2024 Evergreen Wealth Solutions LLC4,679$1.27M0.9%-10.1%0.003%
5/15/2024 Public Employees Retirement System of Ohio75,744$20.58M0.1%-7.6%0.041%
5/15/2024 Public Employees Retirement Association of Colorado23,130$6.29M0.0%-5.2%0.013%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund5,309$1.44M0.1%-7.8%0.003%
5/15/2024 Kentucky Retirement Systems12,216$3.32M0.1%-5.5%0.007%
5/15/2024 Price T Rowe Associates Inc. MD2,232,383$606.67M0.1%-9.7%1.220%
5/15/2024 BOKF NA32,251$8.58M0.2%-17.2%0.018%
5/15/2024 Steel Grove Capital Advisors LLC818$222K0.0%N/A0.000%
5/15/2024 Lazard Asset Management LLC64,549$17.54M0.0%-4.1%0.035%
5/15/2024 Epoch Investment Partners Inc.311,608$84.68M0.4%+23.3%0.170%
5/15/2024 LRI Investments LLC753$195K0.0%N/A0.000%
5/15/2024 Gabelli Funds LLC33,500$9.10M0.1%-16.3%0.018%
5/15/2024 Stonebridge Capital Advisors LLC33,808$9.19M0.8%+6.8%0.018%
5/14/2024 Canada Pension Plan Investment Board334,831$90.99M0.1%+12.3%0.183%
5/14/2024 Capital World Investors9,040,669$2.46B0.4%+8.7%4.941%
5/14/2024 Capital Research Global Investors2,469,997$671.25M0.2%+9.9%1.350%
5/14/2024 Capital International Sarl10,462$2.84M0.1%+35.9%0.006%
5/14/2024 Toronto Dominion Bank94,601$25.71M0.0%-7.5%0.052%
5/14/2024 Capital International Inc. CA 100,796$27.39M0.4%+29.2%0.055%
5/14/2024 Capital International Investors11,685,249$3.18B0.6%+39.4%6.386%
5/14/2024 Capital Group Private Client Services Inc.184,761$50.21M0.5%+21.4%0.101%
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5/14/2024 Capital Group Investment Management PTE. LTD.4,756$1.29M0.2%-81.2%0.003%
5/14/2024 Napean Trading & Investment Co Singapore PTE Ltd13,333$3.62M0.9%N/A0.007%
5/14/2024 Sheaff Brock Investment Advisors LLC1,275$346K0.0%-7.2%0.001%
5/14/2024 Cadence Bank35,391$9.62M0.7%-1.6%0.019%
5/14/2024 Advisors Asset Management Inc.3,513$955K0.0%-35.4%0.002%
5/14/2024 Axxcess Wealth Management LLC5,629$1.53M0.0%+27.1%0.003%
5/14/2024 Fayez Sarofim & Co12,415$3.37M0.0%-0.8%0.007%
5/14/2024 Burns Matteson Capital Management LLC2,866$779K0.4%+14.7%0.002%
5/14/2024 Pitcairn Co.1,398$380K0.0%-59.5%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund741$201K0.0%N/A0.000%
5/14/2024 CANADA LIFE ASSURANCE Co121,683$33.08M0.1%-26.4%0.067%
5/14/2024 Oxford Financial Group LTD. LLC1,426$388K0.0%+3.3%0.001%
5/14/2024 American International Group Inc.40,744$11.07M0.0%-0.8%0.022%
5/14/2024 Vaughan David Investments LLC IL136,644$37.13M0.9%+1.9%0.075%
5/14/2024 National Bank of Canada FI76,068$19.93M0.0%-13.3%0.042%
5/14/2024 Lake Street Advisors Group LLC2,209$600K0.0%+23.5%0.001%
5/13/2024 Bessemer Group Inc.3,551$965K0.0%+5.8%0.002%
5/13/2024 UniSuper Management Pty Ltd5,722$1.56M0.0%+285.8%0.003%
5/13/2024 Clearbridge Investments LLC503,058$136.71M0.1%+1.1%0.275%
5/13/2024 Texas Capital Bank Wealth Management Services Inc2,002$544K0.1%-60.1%0.001%
5/13/2024 O Shaughnessy Asset Management LLC7,009$1.91M0.0%+21.5%0.004%
5/13/2024 Ameritas Investment Partners Inc.1,740$473K0.0%-3.1%0.001%
5/11/2024 Bahl & Gaynor Inc.5,359$1.46M0.0%+9.4%0.003%
5/11/2024 Davis R M Inc.84,024$22.83M0.5%-3.4%0.046%
5/11/2024 Ironwood Investment Counsel LLC1,713$466K0.1%-12.2%0.001%
5/11/2024 Mark Sheptoff Financial Planning LLC10,265$2.79M1.5%-0.5%0.006%
5/11/2024 Edgestream Partners L.P.1,161$316K0.0%-6.2%0.001%
5/11/2024 Patten & Patten Inc. TN36,388$9.89M0.7%-5.9%0.020%
5/10/2024 Osaic Holdings Inc.68,285$18.57M0.0%-22.2%0.037%
5/10/2024 Acadian Asset Management LLC637$173K0.0%-88.4%0.000%
5/10/2024 South Street Advisors LLC49,647$13.49M2.2%+3.1%0.027%
5/10/2024 TIAA Trust National Association68,746$18.68M0.1%+35.2%0.038%
5/10/2024 Vanguard Group Inc.13,705,793$3.72B0.1%+3.5%7.490%
5/10/2024 Cornerstone Advisors LLC6,600$1.79M0.1%-9.6%0.004%
5/10/2024 Spirepoint Private Client LLC23,453$6.37M1.0%N/A0.013%
5/10/2024 Westfield Capital Management Co. LP427,161$116.09M0.6%-1.9%0.233%
5/10/2024 Intech Investment Management LLC9,914$2.69M0.0%-39.7%0.005%
5/10/2024 Clearstead Trust LLC185$50K0.0%+873.7%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp83,997$22.82M0.1%-5.7%0.046%
5/10/2024 First Foundation Advisors943$256K0.0%+51.9%0.001%
5/10/2024 Tocqueville Asset Management L.P.70,862$19.26M0.3%+0.7%0.039%
5/10/2024 J.Safra Asset Management Corp488$133K0.0%+27.1%0.000%
5/10/2024 Nwam LLC750$201K0.0%N/A0.000%
5/10/2024 Trust Investment Advisors5,322$1.45M1.0%-3.0%0.003%
5/9/2024 Barden Capital Management Inc.4,905$1.33M1.3%-18.2%0.003%
5/9/2024 Dorsey & Whitney Trust CO LLC1,018$277K0.0%-17.8%0.001%
5/9/2024 ProVise Management Group LLC795$216K0.0%N/A0.000%
5/9/2024 Orion Portfolio Solutions LLC3,676$999K0.0%+1.1%0.002%
5/9/2024 Blair William & Co. IL26,284$7.14M0.0%-1.9%0.014%
5/9/2024 Maple Capital Management Inc.51,049$13.87M1.3%-7.1%0.028%
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It's an under-the-radar stock reshaping a projected $109 billion industry - And, I believe, has far more potential than the AI stocks most investors are focused on in the days ahead.

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5/9/2024 HBK Sorce Advisory LLC8,130$2.21M0.1%+4.4%0.004%
5/9/2024 Kingsview Wealth Management LLC6,298$1.71M0.0%-1.5%0.003%
5/9/2024 Condor Capital Management7,721$2.10M0.2%-2.9%0.004%
5/9/2024 Alpha Family Trust750$204K0.1%N/A0.000%
5/9/2024 Planning Directions Inc.1,572$427K0.3%-16.3%0.001%
5/9/2024 TBH Global Asset Management LLC10,458$2.84M0.6%+4.1%0.006%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.189,993$51.63M0.1%+20.3%0.104%
5/9/2024 Fortis Capital Advisors LLC2,147$583K0.2%N/A0.001%
5/9/2024 Roanoke Asset Management Corp NY2,650$720K0.2%+3.9%0.001%
5/9/2024 State Board of Administration of Florida Retirement System165,175$44.89M0.1%-3.9%0.090%
(Data available from 1/1/2016 forward)

STZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STZ shares?

During the previous two years, 1,357 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Arete Wealth Advisors LLC ($283.61B), Vanguard Group Inc. ($3.72B), Capital International Investors ($3.18B), BlackRock Inc. ($2.54B), Capital World Investors ($2.46B), State Street Corp ($1.71B), and Morgan Stanley ($1.02B).Learn more on STZ's institutional investors.

What percentage of Constellation Brands stock is owned by institutional investors?

77.34% of Constellation Brands stock is owned by institutional investors. Learn more on STZ's institutional investor holdings.

Which institutional investors have been buying Constellation Brands stock?

Of the 1,126 institutional investors that purchased Constellation Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($9.20M), Price T Rowe Associates Inc. MD ($6.24M), Capital International Investors ($4.72M), Norges Bank ($1.84M), FMR LLC ($1.22M), Capital World Investors ($1.12M), and Neuberger Berman Group LLC ($887.50K).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 48,219,322 shares in the last 24 months. This purchase volume represents approximately $11.69B in transactions.

Which Constellation Brands major shareholders have been selling company stock?

Of the 859 institutional investors that sold Constellation Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($2.36M), Wellington Management Group LLP ($2.10M), Barclays PLC ($2.00M), Van ECK Associates Corp ($1.33M), Nomura Holdings Inc. ($850.33K), Capital International Investors ($632.21K), and Nuveen Asset Management LLC ($606.29K).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 24,674,874 shares in the last 24 months. This volume of shares sold represents approximately $5.91B in transactions.


This page (NYSE:STZ) was last updated on 5/17/2024 by MarketBeat.com Staff

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