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Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$184.05 -0.52 (-0.28%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Constellation Brands (NYSE:STZ)

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
721
Total
Institutional Inflows
(last 12 months)
$4.15B
Number of
Institutional Sellers
(last 12 months)
552
Total
Institutional Outflows
(last 12 months)
$2.14B
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STZ Institutional Buying and Selling by Quarter

Constellation Brands Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Secure Asset Management LLC7,489$1.66M0.3%+18.0%0.004%
1/17/2025Whalen Wealth Management Inc.1,240$274K0.2%N/A0.001%
1/17/2025Avior Wealth Management LLC1,545$342K0.0%-18.1%0.001%
1/17/2025Teamwork Financial Advisors LLC1,339$296K0.0%-31.0%0.001%
1/17/2025Mutual Advisors LLC4,544$1.00M0.0%+184.5%0.003%
1/17/2025Wesbanco Bank Inc.38,665$8.55M0.3%+2.4%0.021%
1/17/2025Janney Montgomery Scott LLC138,024$30.50M0.1%+2.2%0.076%
1/17/2025Bartlett & CO. Wealth Management LLC17,275$3.82M0.1%-7.4%0.010%
1/17/2025Baker Ellis Asset Management LLC1,376$304K0.0%+27.9%0.001%
1/17/2025Daymark Wealth Partners LLC5,275$1.17M0.0%-4.7%0.003%
1/17/2025Eads & Heald Wealth Management4,594$1.02M0.5%-2.0%0.003%
1/17/2025Nisa Investment Advisors LLC59,841$13.23M0.1%-1.3%0.033%
1/17/2025Fort Washington Investment Advisors Inc. OH214,264$47.35M0.3%+9.9%0.118%
1/17/2025LifePlan Financial LLC2,958$654K0.6%+152.4%0.002%
1/17/2025AMI Asset Management Corp160,399$35.45M1.9%-3.7%0.088%
1/16/2025Crossmark Global Holdings Inc.3,274$723K0.0%-28.0%0.002%
1/16/2025Ballentine Partners LLC2,891$639K0.0%+12.8%0.002%
1/16/2025Harbor Investment Advisory LLC1,976$437K0.0%-38.8%0.001%
1/16/2025MassMutual Private Wealth & Trust FSB52,787$11.67M0.3%+0.4%0.029%
1/16/2025UMB Bank n.a.5,613$1.24M0.0%-22.7%0.003%
1/16/2025Diversify Advisory Services LLC4,557$1.01M0.1%-2.0%0.003%
1/16/2025LVW Advisors LLC2,025$448K0.1%-6.0%0.001%
1/16/2025City Holding Co.13,628$3.01M0.4%+5.6%0.008%
1/16/2025Grove Bank & Trust2,617$578K0.1%-7.8%0.001%
1/16/2025Artemis Investment Management LLP68,618$15.17M0.2%-53.3%0.038%
1/15/2025 Oak Ridge Investments LLC23,027$5.09M0.4%-9.2%0.013%
1/15/2025 WealthBridge Investment Counsel Inc.26,850$5.93M2.2%-0.3%0.015%
1/15/2025 Smith Salley Wealth Management71,277$15.75M1.0%+1.8%0.039%
1/15/2025 Triangle Securities Wealth Management7,722$1.71M0.4%-1.6%0.004%
1/15/2025 Ameritas Advisory Services LLC5,928$1.31M0.0%+2.3%0.003%
1/15/2025 HB Wealth Management LLC5,262$1.16M0.0%+24.3%0.003%
1/15/2025 Trust Co. of Vermont15,546$3.44M0.2%-27.2%0.009%
1/15/2025 Shelton Wealth Management LLC1,051$232K0.1%-63.8%0.001%
1/15/2025 Premier Path Wealth Partners LLC5,642$1.25M0.2%+9.4%0.003%
1/15/2025 Sanibel Captiva Trust Company Inc.16,356$3.62M0.1%+7.5%0.009%
1/15/2025 Arkadios Wealth Advisors2,530$559K0.0%+7.1%0.001%
1/15/2025 B & T Capital Management DBA Alpha Capital Management17,897$3.96M0.7%+3.1%0.010%
1/15/2025 Brooklyn Investment Group1,203$266K0.1%-25.0%0.001%
1/15/2025 Merit Financial Group LLC2,271$502K0.0%+132.9%0.001%
1/15/2025 CNB Bank2,549$563K0.3%-9.5%0.001%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
1/15/2025 Wealthcare Advisory Partners LLC4,198$928K0.0%-13.6%0.002%
1/15/2025 Everpar Advisors LLC2,560$566K0.3%-11.5%0.001%
1/15/2025 RDA Financial Network1,642$363K0.1%-9.2%0.001%
1/15/2025 Occidental Asset Management LLC13,394$2.96M0.5%+11.0%0.007%
1/15/2025 Kraematon Investment Advisors Inc.962$213K0.2%-11.3%0.001%
1/15/2025 Empirical Asset Management LLC39,786$8.79M0.3%N/A0.022%
1/15/2025 Ritholtz Wealth Management1,571$347K0.0%-17.1%0.001%
1/15/2025 Carnegie Investment Counsel5,096$1.13M0.0%-35.8%0.003%
1/15/2025 Gateway Investment Advisers LLC2,281$504K0.0%-8.8%0.001%
1/15/2025 Mirador Capital Partners LP5,610$1.24M0.2%+3.3%0.003%
1/14/2025 HCR Wealth Advisors8,044$1.78M0.2%-8.1%0.004%
1/14/2025 Radnor Capital Management LLC7,054$1.56M0.3%+2.0%0.004%
1/14/2025 Cox Capital Mgt LLC15,821$3.50M2.2%-1.8%0.009%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.582$129K0.0%+347.7%0.000%
1/14/2025 Park Avenue Securities LLC5,590$1.24M0.0%+28.2%0.003%
1/14/2025 Assenagon Asset Management S.A.137,674$30.43M0.0%+17.8%0.076%
1/14/2025 Board of the Pension Protection Fund3,400$751K0.9%N/A0.002%
1/14/2025 Fifth Third Wealth Advisors LLC3,281$725K0.0%-9.4%0.002%
1/14/2025 Oak Thistle LLC3,133$692K0.2%N/A0.002%
1/14/2025 Define Financial LLC2,154$476K0.4%N/A0.001%
1/14/2025 Oak Asset Management LLC17,611$3.89M1.4%+0.4%0.010%
1/14/2025 Tlwm3,319$733K0.1%+3.6%0.002%
1/14/2025 West Oak Capital LLC7,683$1.70M0.6%+2.8%0.004%
1/14/2025 Rosenberg Matthew Hamilton608$134K0.0%-29.1%0.000%
1/14/2025 Signal Advisors Wealth LLC4,893$1.08M0.1%+12.3%0.003%
1/13/2025 AdvisorNet Financial Inc854$189K0.0%+39.3%0.000%
1/13/2025 Marion Wealth Management5,747$1.27M0.3%+3.5%0.003%
1/13/2025 Peddock Capital Advisors LLC18,364$4.06M1.0%-0.6%0.010%
1/13/2025 Miracle Mile Advisors LLC19,180$4.24M0.1%N/A0.011%
1/13/2025 Burns J W & Co. Inc. NY3,483$770K0.1%-12.7%0.002%
1/13/2025 Cooper Financial Group3,261$721K0.1%-3.9%0.002%
1/13/2025 Moody National Bank Trust Division6,927$1.53M0.2%-5.2%0.004%
1/13/2025 Wedmont Private Capital2,671$590K0.0%+32.8%0.001%
1/13/2025 Salem Investment Counselors Inc.22,647$5.01M0.2%-2.3%0.012%
1/13/2025 Eagle Bay Advisors LLC197$44K0.0%-51.7%0.000%
1/13/2025 CHICAGO TRUST Co NA1,327$293K0.1%-10.5%0.001%
1/13/2025 Brookstone Capital Management16,654$3.68M0.1%+5.8%0.009%
1/13/2025 Crescent Sterling Ltd.5,747$1.27M1.3%+28.1%0.003%
1/13/2025 Czech National Bank33,851$7.48M0.1%+6.1%0.019%
1/10/2025 Jacobs & Co. CA39,189$8.66M0.9%+4.2%0.022%
1/10/2025 CCM Investment Advisers LLC29,631$6.55M0.7%-15.5%0.016%
1/10/2025 ST Germain D J Co. Inc.16,528$3.65M0.2%-6.0%0.009%
1/10/2025 Wealth Enhancement Advisory Services LLC369,966$81.76M0.2%+66.3%0.204%
1/8/2025 Legacy Private Trust Co.20,241$4.47M0.3%-3.3%0.011%
1/8/2025 First Hawaiian Bank3,426$757K0.0%-9.4%0.002%
1/8/2025 Douglas Lane & Associates LLC158,683$35.07M0.5%-12.1%0.087%
1/8/2025 Fulton Bank N.A.15,122$3.34M0.1%-7.1%0.008%
1/8/2025 International Assets Investment Management LLC1,340$298K0.0%-99.7%0.001%
1/8/2025 Park National Corp OH2,261$500K0.0%-2.1%0.001%
1/7/2025 Rise Advisors LLC906$200K0.1%-12.0%0.000%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
1/7/2025 Bangor Savings Bank8,509$1.88M0.2%-4.0%0.005%
1/6/2025 Canandaigua National Bank & Trust Co.39,371$8.70M0.9%-2.7%0.022%
1/6/2025 Ables Iannone Moore & Associates Inc.8,726$1.93M1.2%+9.0%0.005%
1/6/2025 Doliver Advisors LP1,573$348K0.1%N/A0.001%
1/6/2025 Nordea Investment Management AB164,505$36.45M0.0%+10.7%0.091%
1/3/2025 Versant Capital Management Inc158$35K0.0%+887.5%0.000%
1/2/2025 First Financial Bank Trust Division17,003$3.76M0.4%-34.1%0.009%
1/2/2025 Confluence Investment Management LLC124,582$27.53M0.4%-10.0%0.069%
12/19/2024Independent Solutions Wealth Management LLC3,865$996K0.2%-4.0%0.002%
12/19/2024Principal Financial Group Inc.200,197$51.59M0.0%-2.5%0.110%
(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, 1,359 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), Capital World Investors ($2.46B), State Street Corp ($1.84B), Morgan Stanley ($1.02B), and Aristotle Capital Management LLC ($844.99M).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 1,114 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 ($5.31M), Capital International Investors ($4.72M), Norges Bank ($1.84M), International Assets Investment Management LLC ($1.06M), Boston Partners ($975.59K), and Capital World Investors ($727.88K).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 43,596,511 shares in the last 24 months. This purchase volume represents approximately $10.74B in transactions.

Which Constellation Brands major shareholders have been selling company stock?

Of the 866 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 ($2.67M), Wellington Management Group LLP ($2.45M), Barclays PLC ($2.00M), Nomura Holdings Inc. ($850.33K), Capital International Investors ($632.21K), Franklin Resources Inc. ($593.11K), and Capital World Investors ($591.91K).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 23,130,510 shares in the last 24 months. This volume of shares sold represents approximately $5.63B in transactions.


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This page (NYSE:STZ) was last updated on 1/20/2025 by MarketBeat.com Staff
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