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Constellation Brands (STZ) Institutional Ownership

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$185.63 +0.88 (+0.48%)
Closing price 04/11/2025 03:59 PM Eastern
Extended Trading
$184.36 -1.27 (-0.69%)
As of 04/11/2025 07:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
796
Total
Institutional Inflows
(last 12 months)
$6.77B
Number of
Institutional Sellers
(last 12 months)
639
Total
Institutional Outflows
(last 12 months)
$3.91B
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STZ Institutional Buying and Selling by Quarter

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Constellation Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025Piscataqua Savings Bank3,720$683K0.6%+1.7%0.002%
4/11/2025WealthBridge Investment Counsel Inc.25,745$4.73M1.7%-4.1%0.014%
4/11/2025Princeton Global Asset Management LLC375$69K0.0%-21.1%0.000%
4/11/2025Gateway Investment Advisers LLC81,356$14.93M0.2%+3,466.7%0.045%
4/11/2025Blue Zone Wealth Advisors LLC22,079$4.05M1.1%+10.4%0.012%
4/11/2025Independence Bank of Kentucky595$109K0.0%-84.3%0.000%
4/11/2025Radnor Capital Management LLC7,558$1.39M0.2%+7.1%0.004%
4/11/2025Eagle Rock Investment Company LLC16,584$3.04M0.5%N/A0.009%
4/11/2025Procyon Advisors LLC2,394$439K0.0%+30.5%0.001%
4/11/2025Stablepoint Partners LLC7,341$1.35M0.2%+46.8%0.004%
4/11/2025Oak Asset Management LLC18,211$3.34M1.2%+3.4%0.010%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.904$166K0.0%+55.3%0.001%
4/10/2025 Grassi Investment Management40,989$7.52M0.7%-10.6%0.023%
4/10/2025 Secure Asset Management LLC1,353$248K0.0%-81.9%0.001%
4/10/2025 Iams Wealth Management LLC2,259$415K0.2%+50.8%0.001%
4/10/2025 Triangle Securities Wealth Management7,110$1.31M0.3%-7.9%0.004%
4/9/2025 Sentry Investment Management LLC465$80K0.1%-23.0%0.000%
4/9/2025 Fulton Bank N.A.12,789$2.35M0.1%-15.4%0.007%
4/9/2025 HBW Advisory Services LLC2,830$519K0.1%+23.5%0.002%
4/9/2025 Merit Financial Group LLC3,110$571K0.0%+36.9%0.002%
4/9/2025 Harbor Investment Advisory LLC777$143K0.0%-60.7%0.000%
4/9/2025 Gradient Investments LLC60,375$11.08M0.2%+7.8%0.033%
4/9/2025 LVW Advisors LLC1,783$327K0.0%-12.0%0.001%
4/9/2025 NBC Securities Inc.1,434$263K0.0%+143,300.0%0.001%
4/9/2025 Douglas Lane & Associates LLC139,622$25.62M0.4%-12.0%0.077%
4/9/2025 American National Bank & Trust4,200$771K0.1%-11.9%0.002%
4/9/2025 Czech National Bank35,694$6.55M0.1%+5.4%0.020%
4/8/2025 Rhumbline Advisers302,958$55.60M0.1%-0.7%0.168%
4/8/2025 Fifth Third Wealth Advisors LLC4,213$773K0.0%+28.4%0.002%
4/8/2025 Ables Iannone Moore & Associates Inc.10,048$1.84M1.3%+15.2%0.006%
4/8/2025 Atlas Brown Inc.3,481$639K0.2%+5.1%0.002%
4/8/2025 Doliver Advisors LP2,513$461K0.1%+59.8%0.001%
4/8/2025 Parallel Advisors LLC11,484$2.11M0.0%-32.1%0.006%
4/7/2025 GAMMA Investing LLC396,220$72.71M0.0%+7,602.6%0.219%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO1,482$272K0.1%-83.6%0.001%
4/4/2025 Webster Bank N. A.3,651$670K0.1%-27.1%0.002%
4/4/2025 Moody National Bank Trust Division6,991$1.28M0.1%+0.9%0.004%
4/4/2025 Legacy Private Trust Co.10,540$1.93M0.1%-47.9%0.006%
4/3/2025 First Hawaiian Bank3,864$709K0.0%+12.8%0.002%
4/3/2025 Magnolia Capital Management Ltd.3,345$614K0.5%-20.0%0.002%
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4/3/2025 Jacobs & Co. CA33,600$6.17M0.7%-14.3%0.019%
4/2/2025 Park National Corp OH1,921$353K0.0%-15.0%0.001%
4/1/2025 Confluence Investment Management LLC141,373$25.95M0.4%+13.5%0.078%
4/1/2025 MassMutual Private Wealth & Trust FSB26,427$4.85M0.1%-49.9%0.015%
3/21/2025Fairtree Asset Management Pty Ltd2,079$459K0.4%N/A0.001%
3/19/2025DSG Capital Advisors LLC1,486$328K0.1%N/A0.001%
3/18/2025California State Teachers Retirement System300,853$66.49M0.1%+2.6%0.166%
3/18/2025111 Capital4,055$896K0.2%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC278,489$61.55M0.1%+25.2%0.154%
3/14/2025Lansforsakringar Fondforvaltning AB publ 52,349$11.57M0.1%N/A0.029%
3/10/2025Mattson Financial Services LLC3,462$765K0.2%-25.5%0.002%
3/4/2025Audent Global Asset Management LLC3,427$757K0.5%+165.5%0.002%
3/4/2025Siemens Fonds Invest GmbH2,020$446K0.0%-59.0%0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH99,676$22.03M0.0%N/A0.055%
2/27/2025Jefferies Financial Group Inc.4,271$944K0.0%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.6,469$1.43M0.0%-9.9%0.004%
2/24/2025Great Valley Advisor Group Inc.21,652$4.79M0.1%+4.4%0.012%
2/24/2025Cypress Asset Management Inc. TX12,764$2.87M0.7%N/A0.007%
2/24/2025Ameriflex Group Inc.653$144K0.1%N/A0.000%
2/21/2025Aberdeen Wealth Management LLC5,515$1.22M0.8%-1.3%0.003%
2/21/2025Aurdan Capital Management LLC9,390$2.08M0.8%N/A0.005%
2/20/2025Mackenzie Financial Corp54,129$11.96M0.0%-49.4%0.030%
2/20/2025Forum Financial Management LP2,007$444K0.0%+47.6%0.001%
2/19/2025Toronto Dominion Bank86,585$19.14M0.0%+41.7%0.048%
2/19/2025Public Employees Retirement System of Ohio67,698$14.96M0.1%-4.7%0.037%
2/18/2025Western Wealth Management LLC3,825$845K0.3%-22.5%0.002%
2/18/2025GTS Securities LLC2,408$532K0.0%-180.0%0.001%
2/18/2025Fourth Dimension Wealth LLC200$44K0.0%N/A0.000%
2/18/2025Vise Technologies Inc.1,070$236K0.0%N/A0.001%
2/18/2025Headinvest LLC1,410$312K0.1%-32.3%0.001%
2/18/2025MidWestOne Financial Group Inc.13,555$3.00M0.4%+35.1%0.008%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,000,772$221.17M0.1%-9.8%0.554%
2/17/2025USS Investment Management Ltd30,129$6.66M0.0%-17.1%0.017%
2/17/2025Vista Investment Management11,479$2.54M1.0%+0.7%0.006%
2/17/2025Voloridge Investment Management LLC174,033$38.46M0.1%N/A0.096%
2/17/2025Waverly Advisors LLC1,727$382K0.0%+50.7%0.001%
2/17/2025Williams Jones Wealth Management LLC.5,672$1.25M0.0%-8.2%0.003%
2/17/2025iSAM Funds UK Ltd3,829$846K0.6%N/A0.002%
2/17/2025Vident Advisory LLC2,835$627K0.0%-3.8%0.002%
2/17/2025Sone Capital Management LLC50,828$11.23M1.4%N/A0.028%
2/17/2025Twinbeech Capital LP4,320$955K0.0%N/A0.002%
2/17/2025Triglav Skladi D.O.O.28,850$6.38M0.5%N/A0.016%
2/17/2025Tidal Investments LLC15,466$3.42M0.0%+81.1%0.009%
2/17/2025Strategic Wealth Partners Ltd.3,370$745K0.1%-88.4%0.002%
2/17/2025Toronto Dominion Bank86,585$19.14M0.0%+41.7%0.048%
2/17/2025Sculptor Capital LP962,500$212.71M2.8%+0.2%0.533%
2/17/2025Snowden Capital Advisors LLC18,254$4.03M0.1%-2.7%0.010%
2/17/2025Siemens Fonds Invest GmbH2,020$446K0.0%-59.0%0.001%
2/17/2025Sherbrooke Park Advisers LLC4,399$972K0.3%N/A0.002%
2/17/2025Silvercrest Asset Management Group LLC7,431$1.64M0.0%+1.5%0.004%
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2/17/2025Royal Bank of Canada1,494,489$330.28M0.1%-7.1%0.827%
2/17/2025Rafferty Asset Management LLC13,545$2.99M0.0%+12.0%0.007%
2/17/2025Raiffeisen Bank International AG12,095$2.66M0.0%N/A0.007%
2/17/2025Point72 Hong Kong Ltd28,200$6.23M0.4%N/A0.016%
2/17/2025ProShare Advisors LLC23,604$5.22M0.0%+10.3%0.013%
2/17/2025Quantinno Capital Management LP15,962$3.53M0.0%+100.9%0.009%
2/17/2025Mufg Securities Americas Inc.2,305$509K0.1%N/A0.001%
2/17/2025Man Group plc42,066$9.30M0.0%+562.8%0.023%
2/17/2025Nissay Asset Management Corp Japan ADV19,930$4.44M0.0%-0.8%0.011%
2/17/2025Nomura Holdings Inc.5,142$1.14M0.0%N/A0.003%
(Data available from 1/1/2016 forward)

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STZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STZ shares?

During the previous two years, 1,433 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Vanguard Group Inc. ($3.43B), Capital World Investors ($2.16B), State Street Corp ($1.84B), Berkshire Hathaway Inc ($1.24B), Morgan Stanley ($1.02B), Capital International Investors ($912.93M), and Geode Capital Management LLC ($705.84M).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 1,187 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), Berkshire Hathaway Inc ($5.62M), Capital International Investors ($4.72M), Price T Rowe Associates Inc. MD ($3.96M), Norges Bank ($3.85M), Vanguard Group Inc. ($2.31M), and Van ECK Associates Corp ($1.41M).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 58,159,761 shares in the last 24 months. This purchase volume represents approximately $13.90B in transactions.

Which Constellation Brands major shareholders have been selling company stock?

Of the 908 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: Capital International Investors ($6.68M), Wellington Management Group LLP ($3.09M), FMR LLC ($2.67M), Barclays PLC ($2.00M), Franklin Resources Inc. ($1.16M), Boston Partners ($1.11M), and Nomura Holdings Inc. ($850.33K).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 33,661,731 shares in the last 24 months. This volume of shares sold represents approximately $7.93B in transactions.



This page (NYSE:STZ) was last updated on 4/13/2025 by MarketBeat.com Staff
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