Free Trial

Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$166.25 -0.79 (-0.47%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$166.70 +0.46 (+0.27%)
As of 08/1/2025 07:45 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)
789
Total
Institutional Inflows
(last 12 months)
$6.52B
Number of
Institutional Sellers
(last 12 months)
693
Total
Institutional Outflows
(last 12 months)
$5.24B
Get STZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Constellation Brands stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/1/2025 Trust Investment Advisors4,713$767K0.5%-6.7%0.003%
8/1/2025 First National Trust Co3,867$629K0.0%-14.0%0.002%
8/1/2025 Logan Capital Management Inc.192$31K0.0%-82.8%0.000%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund21,279$3.46M0.0%+4.9%0.012%
8/1/2025 Teacher Retirement System of Texas24,703$4.02M0.0%-21.2%0.014%
8/1/2025 Y Intercept Hong Kong Ltd2,262$368K0.0%N/A0.001%
8/1/2025 Transcend Capital Advisors LLC1,718$279K0.0%-26.6%0.001%
8/1/2025 Bessemer Group Inc.1,641$266K0.0%-26.8%0.001%
8/1/2025 First Command Advisory Services Inc.2,267$369K0.0%-9.9%0.001%
8/1/2025 Envestnet Asset Management Inc.297,793$48.45M0.0%-3.6%0.169%
7/31/2025 Nisa Investment Advisors LLC56,980$9.27M0.0%+1.8%0.032%
7/31/2025 Wealthfront Advisers LLC4,309$701K0.0%-35.1%0.002%
7/31/2025 Oppenheimer Asset Management Inc.17,060$2.78M0.0%+131.8%0.010%
7/31/2025 Leeward Investments LLC MA33,703$5.48M0.3%-2.4%0.019%
7/31/2025 Linden Thomas Advisory Services LLC7,019$1.14M0.1%-1.4%0.004%
7/31/2025 AG2R LA Mondiale Gestion D Actifs7,045$1.15M0.1%+5.6%0.004%
7/31/2025 City State Bank639$104K0.0%+45.6%0.000%
7/31/2025 Curio Wealth LLC300$49K0.0%+29,900.0%0.000%
7/31/2025 Keeler Thomas Management LLC5,562$905K0.4%N/A0.003%
7/31/2025 Richards Merrill & Peterson Inc.1,365$222K0.1%-5.2%0.001%
7/31/2025 NORTHSTAR ASSET MANAGEMENT Co3,368$548K0.1%-46.7%0.002%
7/31/2025 CNB Bank474$77K0.0%-36.5%0.000%
7/31/2025 Lee Danner & Bass Inc.15,985$2.60M0.2%-3.3%0.009%
7/31/2025 AlphaQuest LLC5,178$842K0.1%+350.7%0.003%
7/31/2025 Sumitomo Mitsui Trust Group Inc.358,219$58.28M0.0%+1.0%0.203%
7/31/2025 Caitong International Asset Management Co. Ltd445$72K0.1%+1,041.0%0.000%
7/31/2025 Asset Management One Co. Ltd.68,506$11.15M0.0%+2.0%0.039%
7/31/2025 Carnegie Investment Counsel3,388$551K0.0%-4.6%0.002%
7/31/2025 Prentice Wealth Management LLC2,987$486K0.1%-3.9%0.002%
7/30/2025 RNC Capital Management LLC13,561$2.21M0.1%+0.6%0.008%
7/30/2025 Forum Financial Management LP1,777$289K0.0%+15.0%0.001%
7/30/2025 Ethic Inc.33,129$5.35M0.1%-7.5%0.019%
7/30/2025 Rehmann Capital Advisory Group1,494$243K0.0%-50.6%0.001%
7/30/2025 Birch Hill Investment Advisors LLC9,353$1.52M0.1%-34.2%0.005%
7/30/2025 Exencial Wealth Advisors LLC1,698$276K0.0%-6.3%0.001%
7/30/2025 Brookstone Capital Management48,003$7.81M0.1%+1.2%0.027%
7/30/2025 D.A. Davidson & CO.49,814$8.10M0.1%-1.3%0.028%
7/30/2025 Blume Capital Management Inc.200$33K0.0%-50.0%0.000%
7/30/2025 Cullen Frost Bankers Inc.65,408$10.64M0.1%+4.0%0.037%
7/30/2025 IMG Wealth Management Inc.840$137K0.1%N/A0.000%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
7/30/2025 Aurora Investment Counsel18,544$3.02M1.6%+1.5%0.011%
7/30/2025 Atlantic Edge Private Wealth Management LLC8,290$1.35M0.4%+3.0%0.005%
7/30/2025 Securian Asset Management Inc.7,868$1.28M0.0%-3.8%0.004%
7/30/2025 DekaBank Deutsche Girozentrale27,800$4.50M0.0%+1.5%0.016%
7/30/2025 CORDA Investment Management LLC.128,301$20.87M1.5%+3.2%0.073%
7/29/2025 FLC Capital Advisors4,593$747K0.2%+11.2%0.003%
7/29/2025 Stephens Inc. AR11,128$1.81M0.0%-11.3%0.006%
7/29/2025 Chicago Partners Investment Group LLC2,064$364K0.0%-10.0%0.001%
7/29/2025 TrueMark Investments LLC29,802$4.85M1.0%N/A0.017%
7/29/2025 Mutual of America Capital Management LLC17,562$2.86M0.0%-2.9%0.010%
7/29/2025 Koshinski Asset Management Inc.1,712$279K0.0%-8.0%0.001%
7/29/2025 Stanley Laman Group Ltd.1,472$239K0.0%+15.7%0.001%
7/29/2025 Chevy Chase Trust Holdings LLC82,448$13.41M0.0%-0.8%0.047%
7/29/2025 Arista Wealth Management LLC2,629$428K0.1%N/A0.001%
7/29/2025 Stratos Wealth Partners LTD.8,335$1.36M0.0%-1.9%0.005%
7/29/2025 Koa Wealth Management LLC17,246$2.81M2.2%-3.5%0.010%
7/29/2025 Stratos Wealth Advisors LLC3,361$547K0.0%+3.5%0.002%
7/29/2025 Private Trust Co. NA10,926$1.78M0.2%-6.7%0.006%
7/29/2025 Applied Finance Capital Management LLC93,359$15.19M1.0%+15.7%0.053%
7/29/2025 Coho Partners Ltd.145,821$23.72M1.8%-16.0%0.083%
7/29/2025 Nordea Investment Management AB606,946$98.54M0.1%+47.6%0.344%
7/29/2025 Barden Capital Management Inc.5,733$933K0.8%-1.7%0.003%
7/29/2025 Stableford Capital II LLC11,994$2.11M0.8%+86.4%0.007%
7/28/2025 WealthPLAN Partners LLC7,768$1.26M0.2%-33.2%0.004%
7/28/2025 WealthPlan Investment Management LLC36,927$6.01M0.4%+4.7%0.021%
7/28/2025 Allianz Asset Management GmbH8,137$1.32M0.0%-94.1%0.005%
7/28/2025 Patten & Patten Inc. TN11,258$1.83M0.1%-40.1%0.006%
7/28/2025 New York State Teachers Retirement System115,691$18.82M0.0%-0.1%0.066%
7/28/2025 Davidson Investment Advisors121,073$19.70M0.9%+32.4%0.069%
7/28/2025 Rosenberg Matthew Hamilton586$95K0.0%-13.8%0.000%
7/28/2025 Mutual Advisors LLC6,126$1.08M0.0%-10.0%0.003%
7/28/2025 Generali Asset Management SPA SGR17,569$2.86M0.1%+292.9%0.010%
7/28/2025 Harbour Investments Inc.1,115$181K0.0%-29.1%0.001%
7/28/2025 Aries Wealth Management2,049$333K0.1%-27.3%0.001%
7/28/2025 Sagespring Wealth Partners LLC1,233$201K0.0%N/A0.001%
7/28/2025 TD Asset Management Inc89,527$14.56M0.0%-32.5%0.051%
7/28/2025 Wilmington Savings Fund Society FSB9,542$1.55M0.0%-3.1%0.005%
7/28/2025 Harbour Trust & Investment Management Co2,410$392K0.0%-59.5%0.001%
7/28/2025 Axxcess Wealth Management LLC3,030$493K0.0%+13.3%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.9,658$1.57M0.0%+17.4%0.005%
7/25/2025 Concord Wealth Partners410$67K0.0%+105.0%0.000%
7/25/2025 Sequoia Financial Advisors LLC2,907$473K0.0%+13.4%0.002%
7/25/2025 Yousif Capital Management LLC16,468$2.68M0.0%-2.0%0.009%
7/25/2025 MGO One Seven LLC1,931$314K0.0%-16.3%0.001%
7/25/2025 Hazlett Burt & Watson Inc.847$137K0.1%-42.3%0.000%
7/25/2025 Allspring Global Investments Holdings LLC6,451$1.07M0.0%-62.5%0.004%
7/25/2025 LRI Investments LLC801$130K0.0%+153.5%0.000%
7/25/2025 CWM LLC4,709$766K0.0%-25.6%0.003%
7/25/2025 OFI Invest Asset Management38,596$6.28M0.0%+0.6%0.022%
7/25/2025 Vanguard Personalized Indexing Management LLC14,680$2.39M0.0%+18.4%0.008%
Your blueprint for crypto wealth (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
7/25/2025 Concurrent Investment Advisors LLC1,642$267K0.0%-18.8%0.001%
7/25/2025 Johnson Investment Counsel Inc.3,174$516K0.0%+27.2%0.002%
7/25/2025 Apollon Wealth Management LLC6,471$1.05M0.0%+230.2%0.004%
7/25/2025 Fifth Third Wealth Advisors LLC2,872$467K0.0%-31.8%0.002%
7/24/2025 Aberdeen Group plc138,243$22.49M0.0%+4.9%0.078%
7/24/2025 Blue Zone Wealth Advisors LLC23,393$3.81M1.0%+6.0%0.013%
7/24/2025 Blue Trust Inc.1,194$194K0.0%+25.6%0.001%
7/24/2025 Coerente Capital Management111,011$18.06M3.3%+3.4%0.063%
7/24/2025 Ramirez Asset Management Inc.500$81K0.0%-16.7%0.000%
7/24/2025 IFP Advisors Inc409$67K0.0%-92.9%0.000%
(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, 1,443 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Vanguard Group Inc. ($3.38B), 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 Wellington Management Group LLP ($822.31M).Learn more on Constellation Brands' 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: Berkshire Hathaway Inc ($5.62M), Vanguard Group Inc. ($5.19M), Capital International Investors ($4.72M), Norges Bank ($3.85M), Wellington Management Group LLP ($2.51M), International Assets Investment Management LLC ($1.06M), and Capital World Investors ($1.05M).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 30,633,319 shares in the last 24 months. This purchase volume represents approximately $6.51B in transactions.

Which of Constellation Brands' major shareholders have been selling company stock?

Of the 690 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 ($6.04M), Mitsubishi UFJ Asset Management Co. Ltd. ($1.89M), Price T Rowe Associates Inc. MD ($1.15M), Boston Partners ($1.11M), Wellington Management Group LLP ($988.21K), Franklin Resources Inc. ($738.33K), and Alliancebernstein L.P. ($679.21K).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 24,881,969 shares in the last 24 months. This volume of shares sold represents approximately $5.24B in transactions.



This page (NYSE:STZ) was last updated on 8/3/2025 by MarketBeat.com Staff
From Our Partners