Constellation Brands (STZ) Institutional Ownership

$256.08
+2.00 (+0.79%)
(As of 05/3/2024 ET)

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

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
794
Total
Institutional Inflows
(last 12 months)
$7.04B
Number of
Institutional Sellers
(last 12 months)
595
Total
Institutional Outflows
(last 12 months)
$3.96B
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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
5/4/20249258 Wealth Management LLC802$218K0.0%N/A0.000%
5/4/2024Team Hewins LLC1,744$474K0.1%+6.0%0.001%
5/3/2024Essex Investment Management Co. LLC3,582$973K0.2%-40.3%0.002%
5/3/2024Mediolanum International Funds Ltd31,443$8.55M0.1%N/A0.017%
5/3/2024Chevy Chase Trust Holdings LLC91,215$24.79M0.1%-1.1%0.050%
5/3/2024BI Asset Management Fondsmaeglerselskab A S3,055$830K0.0%-70.7%0.002%
5/3/2024United Community Bank588$160K0.1%+14.6%0.000%
5/3/2024Smith Salley Wealth Management60,884$16.55M1.3%-22.4%0.033%
5/3/2024Whittier Trust Co. of Nevada Inc.1,045$284K0.0%+69.4%0.001%
5/2/2024Salomon & Ludwin LLC174$47K0.0%+77.6%0.000%
5/2/2024First Command Advisory Services Inc.3,696$1.00M0.0%-9.7%0.002%
5/2/2024Mutual of America Capital Management LLC33,900$9.21M0.1%-8.9%0.019%
5/2/2024Daiwa Securities Group Inc.16,147$4.39M0.0%+8.5%0.009%
5/2/2024Nordea Investment Management AB7,801$2.11M0.0%-3.0%0.004%
5/2/2024Gilbert & Cook Inc.5,154$1.40M0.2%+1.6%0.003%
5/2/2024Bryn Mawr Capital Management LLC36,691$9.97M0.5%+11.9%0.020%
5/2/2024Fidelis Capital Partners LLC164$45K0.0%N/A0.000%
5/2/2024BNP Paribas5,092$1.38M0.1%N/A0.003%
5/2/2024Choreo LLC2,539$690K0.0%+5.3%0.001%
5/2/2024Tobam778$211K0.0%-15.2%0.000%
5/2/2024CNB Bank2,982$810K0.4%+13.1%0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.3,950$1.07M0.1%+6.5%0.002%
5/2/2024 Hunter Associates Investment Management LLC4,574$1.24M0.2%+16.7%0.003%
5/1/2024 Schear Investment Advisers LLC2,737$744K0.6%+8.5%0.001%
5/1/2024 Connecticut Wealth Management LLC822$223K0.0%-7.1%0.000%
5/1/2024 Blackhawk Capital Partners LLC.2,955$803K0.5%+8.8%0.002%
5/1/2024 1834 Investment Advisors Co.1,180$321K0.0%+24.1%0.001%
5/1/2024 Janney Montgomery Scott LLC115,057$31.27M0.1%+0.3%0.063%
5/1/2024 Oak Ridge Investments LLC22,781$6.19M0.6%+5.6%0.012%
5/1/2024 Ascent Wealth Partners LLC5,599$1.47M0.2%+40.7%0.003%
5/1/2024 Mirae Asset Global Investments Co. Ltd.88,489$23.13M0.0%+48.1%0.048%
5/1/2024 Braun Stacey Associates Inc.71,280$19.37M0.8%+9.1%0.039%
5/1/2024 Grant Street Asset Management Inc.793$215K0.1%N/A0.000%
5/1/2024 Wambolt & Associates LLC2,085$555K0.2%-55.4%0.001%
5/1/2024 Northcape Wealth Management LLC9,858$2.68M1.0%-1.0%0.005%
5/1/2024 Sequoia Financial Advisors LLC3,699$1.01M0.0%-61.5%0.002%
5/1/2024 Diversify Advisory Services LLC1,771$471K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC16,210$4.41M0.0%-2.9%0.009%
4/30/2024 J.W. Cole Advisors Inc.1,751$476K0.0%+3.9%0.001%
4/30/2024 Granite Harbor Advisors Inc.760$206K0.1%N/A0.000%
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4/30/2024 Retirement Systems of Alabama146,550$39.83M0.2%-17.8%0.080%
4/30/2024 Ables Iannone Moore & Associates Inc.8,048$2.19M1.6%-0.5%0.004%
4/30/2024 Norden Group LLC3,406$924K0.1%N/A0.002%
4/30/2024 Dillon & Associates Inc.40,811$11.10M1.7%+3.7%0.022%
4/30/2024 Van ECK Associates Corp56,107$15.25M0.0%-5.2%0.031%
4/30/2024 Fortis Group Advisors LLC811$220K0.0%N/A0.000%
4/30/2024 SWS Partners16,597$4.51M1.3%+16.4%0.009%
4/30/2024 LifePlan Financial LLC1,221$332K0.3%N/A0.001%
4/30/2024 Beam Wealth Advisors Inc.750$204K0.1%-25.0%0.000%
4/30/2024 HB Wealth Management LLC1,747$475K0.0%+10.5%0.001%
4/30/2024 Delta Financial Group Inc.1,430$389K0.1%-6.2%0.001%
4/30/2024 Camden National Bank28,074$7.63M1.3%-1.5%0.015%
4/30/2024 Caprock Group LLC3,153$857K0.0%+11.9%0.002%
4/30/2024 Perigon Wealth Management LLC8,480$2.30M0.1%+41.1%0.005%
4/30/2024 Hutchens & Kramer Investment Management Group LLC2,864$762K0.5%+7.9%0.002%
4/30/2024 Mayflower Financial Advisors LLC1,537$418K0.0%-2.7%0.001%
4/30/2024 OFI Invest Asset Management146,891$36.96M1.0%+35.3%0.080%
4/30/2024 Privium Fund Management UK Ltd10,490$2.81M1.4%N/A0.006%
4/30/2024 Stock Yards Bank & Trust Co.100,367$27.28M0.9%+42.2%0.055%
4/30/2024 Townsend Asset Management Corp NC ADV22,261$6.05M2.4%+2.3%0.012%
4/29/2024Commonwealth Equity Services LLC126,558$34.39M0.1%+1.9%0.069%
4/29/2024 FAS Wealth Partners Inc.877$238K0.0%-31.3%0.000%
4/29/2024 Principal Financial Group Inc.208,331$56.62M0.0%+2.0%0.114%
4/29/2024 Benjamin F. Edwards & Company Inc.2,733$743K0.0%-5.4%0.001%
4/29/2024 Heritage Investors Management Corp116,937$31.78M1.1%-0.8%0.064%
4/29/2024 Tower Bridge Advisors10,216$2.78M0.3%-20.4%0.006%
4/29/2024 Mn Services Vermogensbeheer B.V.66,500$18.07M0.1%-13.9%0.036%
4/29/2024 First National Bank & Trust Co. of Newtown823$224K0.0%-4.6%0.000%
4/29/2024 Newman Dignan & Sheerar Inc.2,033$553K0.1%-12.1%0.001%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC7,818$2.13M0.5%-0.6%0.004%
4/26/2024 Pinnacle Associates Ltd.22,913$6.23M0.1%+44.6%0.013%
4/26/2024 Sterling Investment Counsel LLC2,564$697K0.3%+4.9%0.001%
4/26/2024 Securian Asset Management Inc.9,428$2.56M0.1%-7.5%0.005%
4/26/2024 UMB Bank n.a.6,742$1.83M0.0%-0.8%0.004%
4/26/2024 Narwhal Capital Management18,441$5.01M0.5%+61.6%0.010%
4/26/2024 Highview Capital Management LLC DE 5,896$1.60M0.7%N/A0.003%
4/26/2024 Northwest Bancshares Inc.1,238$336K0.1%N/A0.001%
4/26/2024 Yousif Capital Management LLC20,758$5.64M0.1%-1.5%0.011%
4/26/2024 YHB Investment Advisors Inc.130$35K0.0%N/A0.000%
4/26/2024 ZWJ Investment Counsel Inc.1,115$303K0.0%N/A0.001%
4/26/2024 First National Trust Co27,986$7.61M0.3%-17.3%0.015%
4/26/2024 Legacy Bridge LLC1,866$507K0.3%-5.1%0.001%
4/26/2024 SYSTM Wealth Solutions LLC237$64K0.0%+45.4%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.10,786$2.93M0.1%N/A0.006%
4/26/2024 Patrick M Sweeney & Associates Inc.796$216K0.2%N/A0.000%
4/26/2024 MONECO Advisors LLC1,221$332K0.1%-31.8%0.001%
4/25/2024 Lindbrook Capital LLC431$117K0.0%+13.1%0.000%
4/25/2024 New York State Teachers Retirement System138,311$37.59M0.1%-5.2%0.076%
4/25/2024 Bank of New York Mellon Corp1,021,499$277.60M0.1%-5.8%0.559%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 55,689$15.13M0.1%+7.6%0.030%
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4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund29,879$8.12M0.1%-3.2%0.016%
4/25/2024 Valeo Financial Advisors LLC16,469$4.31M0.1%+4.0%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.22,167$6.02M0.0%-1.9%0.012%
4/24/2024 Private Trust Co. NA11,236$3.05M0.3%+0.6%0.006%
4/24/2024 Patton Albertson Miller Group LLC22,117$6.01M0.9%+11.2%0.012%
4/24/2024 Verity & Verity LLC4,100$1.11M0.3%N/A0.002%
4/24/2024 CENTRAL TRUST Co23,397$6.36M0.2%-3.8%0.013%
4/24/2024 Premier Path Wealth Partners LLC5,135$1.39M0.3%+30.2%0.003%
4/24/2024 HMS Capital Management LLC2,827$768K0.4%-5.2%0.002%
4/24/2024 Round Rock Advisors LLC9,711$2.64M0.6%-20.3%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, 1,359 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. ($3.20B), BlackRock Inc. ($2.54B), Capital International Investors ($2.03B), Capital World Investors ($2.01B), Price T Rowe Associates Inc. MD ($1.78B), and State Street Corp ($1.71B).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 1,143 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), Norges Bank ($1.84M), Capital International Investors ($1.42M), FMR LLC ($1.22M), Neuberger Berman Group LLC ($887.50K), and Marshall Wace LLP ($704.52K).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 44,508,589 shares in the last 24 months. This purchase volume represents approximately $10.63B in transactions.

Which Constellation Brands major shareholders have been selling company stock?

Of the 863 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: Wellington Management Group LLP ($3.58M), FMR LLC ($2.36M), Barclays PLC ($2.00M), Van ECK Associates Corp ($1.34M), 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 27,176,647 shares in the last 24 months. This volume of shares sold represents approximately $6.46B in transactions.


This page (NYSE:STZ) was last updated on 5/4/2024 by MarketBeat.com Staff

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