Constellation Brands (STZ) Institutional Ownership

$227.63 +0.58 (+0.26%)

(As of 12/20/2024 05:31 PM ET)

Current Institutional Ownership Percentage: 77.34%
Number of Institutional Buyers (last 12 months): 728
Total Institutional Inflows (last 12 months): $4.13B

Number of Institutional Sellers (last 12 months): 560
Total Institutional Outflows (last 12 months): $2.01B

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STZ Institutional Buying and Selling by Quarter

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Constellation Brands Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Independent Solutions Wealth Management LLC	3,865	$996K	0.2%	-4.0%	0.002%
12/19/2024	Principal Financial Group Inc.	200,197	$51.59M	0.0%	-2.5%	0.110%
12/13/2024	B. Riley Wealth Advisors Inc.	7,177	$1.80M	0.1%	-11.5%	0.004%
12/9/2024	Copley Financial Group Inc.	1,767	$455K	0.4%	N/A	0.001%
12/6/2024	Retirement Systems of Alabama	34,631	$8.92M	0.0%	-75.3%	0.019%
12/3/2024	Oddo BHF Asset Management Sas	867	$223K	0.0%	N/A	0.000%
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11/27/2024	Franklin Resources Inc.	791,475	$194.47M	0.1%	-17.0%	0.436%
11/26/2024	Peapack Gladstone Financial Corp	25,189	$6.49M	0.1%	-12.5%	0.014%
11/25/2024	Synovus Financial Corp	4,740	$1.22M	0.0%	-11.2%	0.003%
11/25/2024	Tidal Investments LLC	8,540	$2.20M	0.0%	-37.2%	0.005%
11/25/2024	Cim Investment Management Inc.	5,868	$1.51M	0.4%	-2.0%	0.003%
11/25/2024	Wilmington Savings Fund Society FSB	20,495	$5.28M	0.1%	+260.7%	0.011%
11/25/2024	Arvest Bank Trust Division	944	$243K	0.0%	N/A	0.001%
11/25/2024	World Investment Advisors LLC	2,550	$657K	0.0%	+36.6%	0.001%
11/25/2024	Sanctuary Advisors LLC	26,841	$6.43M	0.0%	-57.3%	0.015%
11/22/2024	Stock Yards Bank & Trust Co.	90,760	$23.39M	0.8%	-10.9%	0.050%
11/21/2024	Anchor Investment Management LLC	2,472	$637K	0.1%	-3.0%	0.001%
11/20/2024	Diamant Asset Management Inc.	3,495	$901K	0.6%	-5.4%	0.002%
11/19/2024	Citizens Business Bank	14,176	$3.65M	0.7%	-3.5%	0.008%
11/19/2024	M&T Bank Corp	75,107	$19.35M	0.1%	-21.5%	0.041%
11/19/2024	Hohimer Wealth Management LLC	4,239	$1.09M	0.2%	+3.1%	0.002%
11/18/2024	Rehmann Capital Advisory Group	3,478	$928K	0.1%	N/A	0.002%
11/18/2024	TD Private Client Wealth LLC	6,385	$1.65M	0.0%	+29.1%	0.004%
11/18/2024	Teachers Retirement System of The State of Kentucky	41,608	$10.72M	0.1%	-9.4%	0.023%
11/18/2024	Toronto Dominion Bank	61,122	$15.75M	0.0%	-25.6%	0.034%
11/18/2024	Neo Ivy Capital Management	3,722	$960K	0.3%	+19.1%	0.002%
11/18/2024	Brown Financial Advisors	1,614	$416K	0.2%	-41.5%	0.001%
11/18/2024	Coldstream Capital Management Inc.	19,846	$5.11M	0.1%	+19.5%	0.011%
11/16/2024	Geode Capital Management LLC	3,140,680	$805.98M	0.1%	-1.0%	1.730%
11/15/2024	MidWestOne Financial Group Inc.	10,031	$2.59M	0.4%	+48.6%	0.006%
11/15/2024	Prestige Wealth Management Group LLC	470	$121K	0.0%	-69.1%	0.000%
11/15/2024	Vestcor Inc	42,367	$10.92M	0.3%	+675.0%	0.023%
11/15/2024	Resources Management Corp CT ADV	19,096	$4.92M	0.7%	+3.0%	0.011%
11/15/2024	M&T Bank Corp	75,107	$19.35M	0.1%	-21.5%	0.041%
11/15/2024	Executive Wealth Management LLC	12,985	$3.35M	0.3%	+18.9%	0.007%
11/15/2024	Continuum Advisory LLC	252	$61K	0.0%	+68.0%	0.000%
11/15/2024	LRI Investments LLC	633	$153K	0.0%	-15.9%	0.000%
11/15/2024	Public Employees Retirement System of Ohio	71,050	$18.31M	0.1%	-0.8%	0.039%
11/15/2024	Roffman Miller Associates Inc. PA	31,892	$8.22M	0.5%	+1.1%	0.018%
11/15/2024	Nomura Asset Management Co. Ltd.	84,204	$21.70M	0.1%	+3.7%	0.046%
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11/15/2024	MML Investors Services LLC	54,207	$13.97M	0.1%	+127.1%	0.030%
11/15/2024	First National Bank of Omaha	13,859	$3.57M	0.2%	+20.3%	0.008%
11/15/2024	World Investment Advisors LLC	87,771	$22.62M	0.1%	+4,601.2%	0.048%
11/15/2024	XTX Topco Ltd	5,486	$1.41M	0.1%	-39.3%	0.003%
11/15/2024	National Bank of Canada FI	78,205	$20.15M	0.0%	+33.2%	0.043%
11/15/2024	iA Global Asset Management Inc.	2,411	$621K	0.0%	-58.9%	0.001%
11/15/2024	EP Wealth Advisors LLC	805	$207K	0.0%	N/A	0.000%
11/15/2024	Kovitz Investment Group Partners LLC	40,233	$9.83M	0.1%	+31.6%	0.022%
11/15/2024	Voya Financial Advisors Inc.	885	$229K	0.0%	N/A	0.000%
11/15/2024	Wellington Management Group LLP	2,603,499	$670.90M	0.1%	-11.9%	1.434%
11/15/2024	State Street Corp	7,144,428	$1.84B	0.1%	+6.0%	3.935%
11/15/2024	Stevens Capital Management LP	2,324	$599K	0.1%	-59.8%	0.001%
11/15/2024	Stifel Financial Corp	213,497	$55.03M	0.1%	+9.9%	0.118%
11/15/2024	Quantinno Capital Management LP	7,944	$2.05M	0.0%	+58.4%	0.004%
11/15/2024	Royal London Asset Management Ltd.	69,100	$17.81M	0.0%	+7.1%	0.038%
11/15/2024	Reynders McVeigh Capital Management LLC	2,759	$711K	0.0%	+48.4%	0.002%
11/15/2024	NFJ Investment Group LLC	108,382	$27.93M	0.8%	+617.3%	0.060%
11/15/2024	IHT Wealth Management LLC	2,647	$682K	0.0%	-1.8%	0.001%
11/15/2024	Integrated Wealth Concepts LLC	10,351	$2.67M	0.0%	-2.4%	0.006%
11/15/2024	Investment Management Corp of Ontario	5,455	$1.41M	0.0%	+45.3%	0.003%
11/15/2024	Janus Henderson Group PLC	1,853,081	$477.52M	0.2%	+1.2%	1.021%
11/15/2024	HighTower Advisors LLC	237,688	$61.31M	0.1%	+3.5%	0.131%
11/15/2024	Hilltop Holdings Inc.	797	$205K	0.0%	N/A	0.000%
11/15/2024	Chevy Chase Trust Holdings LLC	85,882	$22.13M	0.1%	-4.5%	0.047%
11/15/2024	Cladis Investment Advisory LLC	1,140	$294K	0.2%	-9.5%	0.001%
11/15/2024	Benjamin Edwards Inc.	4,763	$1.23M	0.0%	+206.5%	0.003%
11/15/2024	Audent Global Asset Management LLC	1,291	$333K	0.6%	-72.5%	0.001%
11/15/2024	Aureus Asset Management LLC	14,251	$3.67M	0.2%	-4.8%	0.008%
11/15/2024	Paloma Partners Management Co	30,000	$7.73M	0.2%	+568.4%	0.017%
11/15/2024	FSA Wealth Management LLC	163	$42K	0.0%	N/A	0.000%
11/15/2024	B&L Asset Management LLC	6,782	$1.75M	1.1%	N/A	0.004%
11/15/2024	Erste Asset Management GmbH	52,850	$13.62M	0.2%	N/A	0.029%
11/14/2024	Morton Community Bank	11,842	$3.05M	0.8%	-3.8%	0.007%
11/14/2024	Cobblestone Capital Advisors LLC NY	8,785	$2.26M	0.1%	+3.9%	0.005%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	27,357	$7.05M	0.0%	-13.2%	0.015%
11/14/2024	Darsana Capital Partners LP	1,270,800	$327.47M	8.1%	-2.2%	0.700%
11/14/2024	Ironwood Investment Counsel LLC	1,611	$415K	0.1%	-28.3%	0.001%
11/14/2024	TRUE Private Wealth Advisors	8,182	$2.11M	0.3%	N/A	0.005%
11/14/2024	Joho Capital LLC	9,815	$2.53M	0.4%	-19.0%	0.005%
11/14/2024	Captrust Financial Advisors	17,676	$4.56M	0.0%	-4.2%	0.010%
11/14/2024	Atlantic Union Bankshares Corp	10,718	$2.76M	0.2%	-14.0%	0.006%
11/14/2024	Infusive Asset Management Inc.	6,609	$1.70M	0.7%	-56.7%	0.004%
11/14/2024	D1 Capital Partners L.P.	533,050	$137.36M	2.7%	-7.2%	0.294%
11/14/2024	Rockefeller Capital Management L.P.	104,306	$26.88M	0.1%	-5.1%	0.057%
11/14/2024	Martingale Asset Management L P	3,600	$928K	0.0%	-33.3%	0.002%
11/14/2024	Vinva Investment Management Ltd	3,725	$963K	0.0%	-43.8%	0.002%
11/14/2024	Public Sector Pension Investment Board	5,904	$1.52M	0.0%	+3.5%	0.003%
11/14/2024	Financial Counselors Inc.	24,344	$6.27M	0.1%	+1.0%	0.013%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,109,109	$285.81M	0.1%	-7.6%	0.611%
11/14/2024	Fiduciary Trust Co	5,231	$1.35M	0.0%	+2.4%	0.003%
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11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	80,025	$20.62M	0.1%	+12.9%	0.044%
11/14/2024	FORA Capital LLC	18,929	$4.88M	0.6%	+365.5%	0.010%
11/14/2024	MetLife Investment Management LLC	40,788	$10.51M	0.1%	-5.0%	0.022%
11/14/2024	CreativeOne Wealth LLC	2,192	$565K	0.0%	N/A	0.001%
11/14/2024	BNP Paribas	3,408	$878K	0.0%	-2.4%	0.002%
11/13/2024	Glenmede Trust Co. NA	3,908	$1.01M	0.0%	+16.5%	0.002%
11/13/2024	Bridgewater Associates LP	167,902	$43.27M	0.2%	-31.0%	0.092%
11/13/2024	Soros Capital Management LLC	13,650	$3.52M	0.8%	+22.6%	0.008%
11/13/2024	Townsquare Capital LLC	6,042	$1.56M	0.0%	-40.2%	0.003%
11/13/2024	Baldwin Investment Management LLC	8,870	$2.29M	0.3%	-12.3%	0.005%

(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, 1,361 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 1,116 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 43,401,358 shares in the last 24 months. This purchase volume represents approximately $10.70B 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 22,591,176 shares in the last 24 months. This volume of shares sold represents approximately $5.51B in transactions.

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This page (NYSE:STZ) was last updated on 12/21/2024 by MarketBeat.com Staff

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Constellation Brands (STZ) Institutional Ownership

STZ Institutional Buying and Selling by Quarter

Constellation Brands Major Shareholders & Ownership History

STZ Institutional Ownership - Frequently Asked Questions

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Constellation Brands (STZ) Institutional Ownership

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

STZ Institutional Buying and Selling by Quarter

Constellation Brands Major Shareholders & Ownership History

STZ Institutional Ownership - Frequently Asked Questions

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