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Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$143.55 +0.58 (+0.40%)
As of 10:10 AM Eastern
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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)
824
Total
Institutional Inflows
(last 12 months)
$7.71B
Number of
Institutional Sellers
(last 12 months)
720
Total
Institutional Outflows
(last 12 months)
$6.11B
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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
10/9/2025Bartlett & CO. Wealth Management LLC3,479$469K0.0%-25.8%0.002%
10/9/2025Independence Bank of Kentucky221$30K0.0%-41.2%0.000%
10/9/2025Secure Asset Management LLC1,886$262K0.0%-6.1%0.001%
10/9/2025Baker Tilly Wealth Management LLC2,318$312K0.1%N/A0.001%
10/9/2025Toth Financial Advisory Corp8,364$1.13M0.1%-25.9%0.005%
10/9/2025Prentice Wealth Management LLC2,761$372K0.1%-7.6%0.002%
10/9/2025Voya Investment Management LLC30,508$4.11M0.0%-23.7%0.017%
10/9/2025Dynamic Advisor Solutions LLC3,431$462K0.0%-50.5%0.002%
10/8/2025 Rise Advisors LLC937$126K0.0%+8.8%0.001%
10/8/2025 Legacy Private Trust Co.4,675$630K0.0%-25.1%0.003%
10/8/2025 Czech National Bank36,262$4.88M0.0%-3.1%0.021%
10/7/2025 Cooper Financial Group4,082$550K0.1%-4.4%0.002%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.287$39K0.1%-80.5%0.000%
10/7/2025 Canandaigua National Trust Co of Florida5,289$712K0.6%-5.1%0.003%
10/7/2025 Doliver Advisors LP2,354$317K0.1%-3.2%0.001%
10/7/2025 Canandaigua National Bank & Trust Co.43,194$5.82M0.5%+0.8%0.025%
10/7/2025 Assenagon Asset Management S.A.5,192$699K0.0%-93.8%0.003%
10/6/2025 Moody National Bank Trust Division6,972$939K0.1%+6.1%0.004%
10/6/2025 Fragasso Financial Advisors Inc9,484$1.35M0.1%N/A0.005%
10/6/2025 Ables Iannone Moore & Associates Inc.12,608$1.70M1.0%+3.2%0.007%
10/6/2025 Grove Bank & Trust3,760$506K0.1%+7.6%0.002%
10/3/2025 HCR Wealth Advisors7,939$1.12M0.1%+25.7%0.005%
10/3/2025 West Oak Capital LLC9,328$1.26M0.5%-2.3%0.005%
10/3/2025 Shorepoint Capital Partners LLC12,044$1.62M0.3%N/A0.007%
10/2/2025 GAMMA Investing LLC1,591$214K0.0%-27.4%0.001%
9/26/2025Corient Private Wealth LLC53,973$8.78M0.0%-19.4%0.031%
9/24/2025Texas Permanent School Fund Corp18,810$3.06M0.0%-21.8%0.011%
9/12/2025Valeo Financial Advisors LLC12,388$2.02M0.0%-9.7%0.007%
9/11/2025Milestones Private Investment Advisors LLC3,346$544K0.4%N/A0.002%
9/9/2025NWF Advisory Services Inc.1,658$270K0.0%N/A0.001%
9/4/2025V. M. Manning & CO. Inc.7,201$1.16M1.3%N/A0.004%
9/4/2025Osaic Holdings Inc.57,047$9.30M0.0%+9.3%0.032%
8/28/2025China Universal Asset Management Co. Ltd.1,314$214K0.0%-55.9%0.001%
8/27/2025Orion Porfolio Solutions LLC6,672$1.09M0.0%+10.6%0.004%
8/26/2025Thrivent Financial for Lutherans6,018$979K0.0%-20.3%0.003%
8/22/2025Cim Investment Management Inc.11,745$1.91M0.4%+99.6%0.007%
8/20/2025Kentucky Retirement Systems10,085$1.64M0.0%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund4,280$696K0.0%-6.5%0.002%
8/20/2025Coppell Advisory Solutions LLC1,935$312K0.0%+14.3%0.001%
8/19/2025Newbridge Financial Services Group Inc.303$49K0.0%N/A0.000%
8/19/2025Marex Group plc11,614$1.89M0.0%N/A0.007%
8/19/2025Advisory Services Network LLC15,936$2.66M0.0%+24.6%0.009%
8/19/2025Anchor Investment Management LLC2,940$478K0.0%+20.5%0.002%
8/18/2025Hudson Bay Capital Management LP2,313$376K0.0%N/A0.001%
8/18/2025Nomura Holdings Inc.4,661$758K0.0%-5.1%0.003%
8/18/2025Geneos Wealth Management Inc.992$161K0.0%+22.0%0.001%
8/18/2025CYBER HORNET ETFs LLC420$68K0.0%N/A0.000%
8/18/2025Rexford Capital Inc.1,326$216K0.2%N/A0.001%
8/16/2025Public Sector Pension Investment Board34,556$5.62M0.0%+71.4%0.020%
8/15/2025CANADA LIFE ASSURANCE Co136,448$22.22M0.0%-44.2%0.077%
8/15/2025Tower Research Capital LLC TRC 2,569$418K0.0%-39.2%0.001%
8/15/2025MUFG Securities EMEA plc458$75K0.0%N/A0.000%
8/15/2025Resources Management Corp CT ADV6,062$986K0.1%-32.9%0.003%
8/15/2025Corient Private Wealth LLC55,016$8.95M0.0%-17.8%0.031%
8/15/2025State of Tennessee Department of Treasury79,439$12.92M0.0%-1.0%0.045%
8/15/2025Stonebridge Capital Advisors LLC52,059$8.47M0.6%-0.8%0.030%
8/15/2025Captrust Financial Advisors9,395$1.53M0.0%-15.1%0.005%
8/15/2025Keel Point LLC1,801$293K0.0%+59.8%0.001%
8/15/2025WFA of San Diego LLC500$81K0.1%N/A0.000%
8/15/2025Vident Advisory LLC3,356$546K0.0%-30.5%0.002%
8/15/2025Visionary Wealth Advisors1,643$267K0.0%+21.8%0.001%
8/15/2025Voleon Capital Management LP1,253$204K0.0%N/A0.001%
8/15/2025Two Sigma Securities LLC8,220$1.34M0.2%+465.7%0.005%
8/15/2025Teza Capital Management LLC4,239$690K0.5%N/A0.002%
8/15/2025Tidal Investments LLC66,622$10.84M0.1%+299.4%0.038%
8/15/2025Smartleaf Asset Management LLC972$157K0.0%+15.2%0.001%
8/15/2025Snowden Capital Advisors LLC20,230$3.29M0.1%-3.9%0.011%
8/15/2025Sompo Asset Management Co. Ltd.1,500$244K0.0%-33.9%0.001%
8/15/2025Royal London Asset Management Ltd.72,991$11.87M0.0%-8.7%0.041%
8/15/2025Rafferty Asset Management LLC12,964$2.11M0.0%+21.0%0.007%
8/15/2025Oxford Asset Management LLP2,429$395K0.1%N/A0.001%
8/15/2025Orion Porfolio Solutions LLC6,672$1.09M0.0%+10.6%0.004%
8/15/2025MML Investors Services LLC26,454$4.30M0.0%+8.1%0.015%
8/15/2025Man Group plc18,915$3.08M0.0%+27.6%0.011%
8/15/2025LMR Partners LLP35,393$5.76M0.0%-38.2%0.020%
8/15/2025HRT Financial LP24,718$4.02M0.0%N/A0.014%
8/15/2025Hillman Capital Management Inc.18,310$2.98M1.6%-16.7%0.010%
8/15/2025Holocene Advisors LP56,642$9.22M0.0%N/A0.032%
8/15/2025Hook Mill Capital Partners LP193,572$31.49M3.1%N/A0.110%
8/15/2025Hudson Bay Capital Management LP2,313$376K0.0%N/A0.001%
8/15/2025IHT Wealth Management LLC2,251$366K0.0%+57.5%0.001%
8/15/2025Great Valley Advisor Group Inc.8,143$1.33M0.0%+19.4%0.005%
8/15/2025EP Wealth Advisors LLC122,187$19.88M0.1%+1,966.8%0.069%
8/15/2025Engineers Gate Manager LP7,549$1.23M0.0%N/A0.004%
8/15/2025Curi Capital LLC2,324$378K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.5,030$818K0.0%+7.8%0.003%
8/15/2025Berkshire Hathaway Inc13,400,000$2.18B0.8%+11.6%7.601%
8/15/2025BI Asset Management Fondsmaeglerselskab A S7,211$1.17M0.0%-32.4%0.004%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp25,593$4.16M0.0%-17.7%0.015%
8/15/2025Brevan Howard Capital Management LP16,400$2.67M0.0%N/A0.009%
8/15/2025Adage Capital Partners GP L.L.C.140,167$22.80M0.0%-1.2%0.080%
8/15/2025AQR Capital Management LLC141,497$22.85M0.0%-31.4%0.080%
8/15/2025Ameriprise Financial Inc.1,769,741$287.89M0.1%+650.6%1.004%
8/14/2025Lighthouse Investment Partners LLC9,267$1.51M0.1%N/A0.005%
8/14/2025California State Teachers Retirement System273,473$44.49M0.0%-8.1%0.155%
8/14/2025Vista Investment Management11,276$1.83M0.7%-1.7%0.006%
8/14/2025Raymond James Financial Inc.238,393$38.78M0.0%-2.4%0.135%
8/14/2025Worldquant Millennium Advisors LLC476,702$77.55M0.4%+1,249.7%0.270%
8/14/2025Canada Pension Plan Investment Board88,797$14.45M0.0%+36.2%0.050%
8/14/2025Bayesian Capital Management LP9,300$1.51M0.2%N/A0.005%
(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, 1,450 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Vanguard Group Inc. ($2.87B), Berkshire Hathaway Inc ($2.18B), Capital World Investors ($2.16B), State Street Corp ($1.12B), 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 1,207 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 ($7.02M), Norges Bank ($5.33M), Vanguard Group Inc. ($5.19M), Capital International Investors ($3.30M), Wellington Management Group LLP ($2.51M), Grantham Mayo Van Otterloo & Co. LLC ($1.85M), and Ameriprise Financial Inc. ($1.53M).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 38,582,474 shares in the last 24 months. This purchase volume represents approximately $7.71B in transactions.

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

Of the 719 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), Alliancebernstein L.P. ($2.45M), Mitsubishi UFJ Asset Management Co. Ltd. ($1.89M), American Century Companies Inc. ($1.19M), Price T Rowe Associates Inc. MD ($1.15M), Boston Partners ($1.11M), and Invesco Ltd. ($1.06M).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 30,601,217 shares in the last 24 months. This volume of shares sold represents approximately $6.11B in transactions.



This page (NYSE:STZ) was last updated on 10/10/2025 by MarketBeat.com Staff
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