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Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$187.72 +1.44 (+0.77%)
As of 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
803
Total
Institutional Inflows
(last 12 months)
$6.81B
Number of
Institutional Sellers
(last 12 months)
655
Total
Institutional Outflows
(last 12 months)
$4.03B
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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
4/30/2025Aurdan Capital Management LLC5,428$996K0.4%-42.2%0.003%
4/30/2025Peddock Capital Advisors LLC18,871$3.46M0.9%+2.8%0.010%
4/30/2025Nisa Investment Advisors LLC55,971$10.27M0.1%-6.5%0.031%
4/30/2025Banque Pictet & Cie SA7,600$1.40M0.0%-13.1%0.004%
4/30/2025Axxcess Wealth Management LLC2,675$491K0.0%-7.2%0.001%
4/30/2025New Mexico Educational Retirement Board7,321$1.34M0.0%-1.3%0.004%
4/30/2025Rehmann Capital Advisory Group3,025$555K0.0%-22.1%0.002%
4/30/2025GFG Capital LLC1,313$241K0.1%N/A0.001%
4/30/2025Linden Thomas Advisory Services LLC7,118$1.31M0.2%+5.2%0.004%
4/30/2025Greenleaf Trust1,867$343K0.0%-18.9%0.001%
4/30/2025CORDA Investment Management LLC.124,347$22.82M1.8%N/A0.069%
4/30/2025DekaBank Deutsche Girozentrale27,385$5.06M0.0%-1.5%0.015%
4/30/2025Personal CFO Solutions LLC3,308$607K0.1%+26.0%0.002%
4/30/2025Valeo Financial Advisors LLC13,718$2.52M0.1%+5.4%0.008%
4/30/2025M&T Bank Corp41,839$7.68M0.0%-30.6%0.023%
4/30/2025Stratos Wealth Partners LTD.8,494$1.56M0.0%-2.9%0.005%
4/30/2025Stratos Wealth Advisors LLC3,247$596K0.0%+7.1%0.002%
4/30/2025Brown Advisory Inc.5,760$1.06M0.0%-5.5%0.003%
4/30/2025China Universal Asset Management Co. Ltd.2,978$547K0.1%N/A0.002%
4/30/2025Davidson Investment Advisors91,421$16.78M0.8%+5.1%0.051%
4/30/2025Gibraltar Capital Management Inc.48,223$8.85M1.9%+83.4%0.027%
4/30/2025Crossmark Global Holdings Inc.3,541$650K0.0%+8.2%0.002%
4/30/2025Washington Trust Bank49,510$9.09M0.9%+14.0%0.027%
4/29/2025U.S. Capital Wealth Advisors LLC1,726$317K0.0%N/A0.001%
4/29/2025Financial Counselors Inc.1,634$300K0.0%-92.9%0.001%
4/29/2025TD Private Client Wealth LLC3,439$631K0.0%-35.7%0.002%
4/29/2025Envestnet Asset Management Inc.309,020$56.71M0.0%-16.6%0.171%
4/29/2025Roffman Miller Associates Inc. PA29,740$5.46M0.3%-5.4%0.016%
4/29/2025Meridian Investment Counsel Inc.2,475$454K0.1%-9.2%0.001%
4/29/2025Atlantic Edge Private Wealth Management LLC8,050$1.48M0.5%+94.1%0.004%
4/29/2025Compass Wealth Management LLC43,643$8.01M2.0%+17.3%0.024%
4/29/2025Lee Danner & Bass Inc.16,525$3.03M0.2%-8.3%0.009%
4/29/2025NORTHSTAR ASSET MANAGEMENT Co LLC6,318$1.16M0.3%-15.7%0.003%
4/29/2025Vickerman Investment Advisors Inc.2,407$442K0.1%N/A0.001%
4/29/2025Whelan Financial2,587$475K0.2%N/A0.001%
4/29/2025Concurrent Investment Advisors LLC2,023$371K0.0%+114.3%0.001%
4/29/2025HM Payson & Co.4,575$840K0.0%-22.1%0.003%
4/29/2025Bank of New York Mellon Corp938,755$172.28M0.0%+5.0%0.519%
4/29/2025World Investment Advisors3,801$698K0.0%+1.7%0.002%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV2,014$370K0.2%+17.2%0.001%
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4/29/2025Brookstone Capital Management47,414$8.70M0.1%+184.7%0.026%
4/29/2025IFM Investors Pty Ltd35,262$6.47M0.1%+9.0%0.020%
4/29/2025OneDigital Investment Advisors LLC2,208$405K0.0%+6.6%0.001%
4/29/202544 Wealth Management LLC2,358$433K0.2%-6.8%0.001%
4/29/2025Calamos Advisors LLC130,490$23.95M0.1%+60.8%0.072%
4/29/2025Aviance Capital Partners LLC18,648$3.42M0.5%+6.5%0.010%
4/29/2025Leeward Investments LLC MA34,549$6.34M0.3%-3.4%0.019%
4/29/2025Palisade Capital Management LP5,350$982K0.0%-10.1%0.003%
4/29/2025Checchi Capital Advisers LLC1,492$274K0.0%-33.2%0.001%
4/28/2025 D.A. Davidson & CO.50,447$9.26M0.1%-12.5%0.028%
4/28/2025 Rosenberg Matthew Hamilton680$125K0.0%+11.8%0.000%
4/28/2025 Principal Financial Group Inc.172,271$31.62M0.0%-1.0%0.095%
4/28/2025 Mutual Advisors LLC6,809$1.26M0.0%+49.8%0.004%
4/28/2025 Teacher Retirement System of Texas31,331$5.75M0.0%+225.1%0.017%
4/28/2025 First Horizon Advisors Inc.4,907$901K0.0%+23.9%0.003%
4/28/2025 Strategic Financial Concepts LLC1,128$207K0.0%+5.8%0.001%
4/28/2025 Novem Group3,897$715K0.1%N/A0.002%
4/28/2025 Hudson Edge Investment Partners Inc.28,111$5.16M1.0%+9.0%0.016%
4/28/2025 Private Trust Co. NA11,706$2.15M0.2%+1.5%0.006%
4/28/2025 Arlington Trust Co LLC2,526$464K0.1%-12.9%0.001%
4/28/2025 Pinnacle Financial Partners Inc7,140$1.35M0.0%-0.9%0.004%
4/28/2025 Coastline Trust Co2,250$413K0.1%-26.0%0.001%
4/28/2025 Klingenstein Fields & Co. LP116,401$21.36M0.9%+1.4%0.064%
4/28/2025 Harbour Trust & Investment Management Co5,947$1.09M0.1%-81.7%0.003%
4/28/2025 Keybank National Association OH8,336$1.53M0.0%-11.5%0.005%
4/28/2025 DAVENPORT & Co LLC207,655$38.13M0.2%+1,594.0%0.115%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd19,864$3.65M0.0%+13.5%0.011%
4/28/2025 Vontobel Holding Ltd.4,998$917K0.0%-15.1%0.003%
4/28/2025 Rovin Capital UT ADV2,103$386K0.1%N/A0.001%
4/25/2025 Mather Group LLC.362$66K0.0%-43.5%0.000%
4/25/2025 CHURCHILL MANAGEMENT Corp55,779$10.24M0.1%N/A0.031%
4/25/2025 Smith Salley Wealth Management68,818$12.63M0.8%-3.4%0.038%
4/25/2025 Koshinski Asset Management Inc.1,860$341K0.0%-5.3%0.001%
4/25/2025 WASHINGTON TRUST Co467$86K0.0%-46.3%0.000%
4/25/2025 Canandaigua National Bank & Trust Co.40,930$7.51M0.7%+4.0%0.023%
4/25/2025 Valley National Advisers Inc.2,672$490K0.1%-30.3%0.001%
4/25/2025 Canandaigua National Trust Co of Florida5,653$1.04M0.9%+330.5%0.003%
4/25/2025 LifePlan Financial LLC3,581$657K0.6%+21.1%0.002%
4/25/2025 Ameritas Advisory Services LLC6,396$1.23M0.0%+7.9%0.004%
4/25/2025 IRON Financial LLC4,682$859K0.5%N/A0.003%
4/25/2025 Eads & Heald Wealth Management3,865$709K0.4%-15.9%0.002%
4/25/2025 New York State Teachers Retirement System115,765$21.25M0.0%-3.8%0.064%
4/25/2025 Amalgamated Bank30,235$5.55M0.0%+0.2%0.017%
4/25/2025 Buttonwood Financial Advisors Inc.1,477$271K0.1%N/A0.001%
4/25/2025 Mmbg Investment Advisors CO.33,868$6.22M0.7%+27.9%0.019%
4/25/2025 Citizens National Bank Trust Department4,428$813K0.2%-43.4%0.002%
4/25/2025 Hutchens & Kramer Investment Management Group LLC2,224$408K0.2%-4.5%0.001%
4/25/2025 Essex Financial Services Inc.3,614$663K0.0%-16.3%0.002%
4/25/2025 Hills Bank & Trust Co856$157K0.0%-8.1%0.000%
4/25/2025 Northcape Wealth Management LLC12,720$2.33M0.8%+27.7%0.007%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
4/25/2025 KBC Group NV148,143$27.19M0.1%-21.0%0.082%
4/25/2025 Almanack Investment Partners LLC.1,458$268K0.1%+14.2%0.001%
4/25/2025 TBH Global Asset Management LLC9,716$1.78M0.2%-2.3%0.005%
4/25/2025 Sumitomo Mitsui Trust Group Inc.354,581$65.07M0.0%+0.2%0.196%
4/24/2025 Confluence Wealth Services Inc.1,177$220K0.0%-48.0%0.001%
4/24/2025 Bordeaux Wealth Advisors LLC1,158$213K0.0%+8.3%0.001%
4/24/2025 Jeppson Wealth Management LLC1,175$216K0.1%N/A0.001%
4/24/2025 Allspring Global Investments Holdings LLC17,206$3.18M0.0%+7.4%0.010%
4/24/2025 BSW Wealth Partners1,818$334K0.1%+16.3%0.001%
4/24/2025 Copeland Capital Management LLC238$44K0.0%-99.5%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. ($3.43B), 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 1,195 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 58,464,824 shares in the last 24 months. This purchase volume represents approximately $13.93B 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 34,248,184 shares in the last 24 months. This volume of shares sold represents approximately $8.03B in transactions.



This page (NYSE:STZ) was last updated on 4/30/2025 by MarketBeat.com Staff
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