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Constellation Brands (STZ) Institutional Ownership

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$170.72 -0.80 (-0.47%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$170.34 -0.38 (-0.22%)
As of 07/18/2025 07:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
810
Total
Institutional Inflows
(last 12 months)
$6.50B
Number of
Institutional Sellers
(last 12 months)
698
Total
Institutional Outflows
(last 12 months)
$5.25B
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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
7/18/2025AMI Asset Management Corp90,990$14.80M0.8%-40.7%0.052%
7/18/2025Robeco Institutional Asset Management B.V.3,984$648K0.0%-73.0%0.002%
7/18/2025Trust Co. of Vermont7,952$1.29M0.1%-1.4%0.005%
7/18/2025Bartlett & CO. Wealth Management LLC4,687$762K0.0%-4.7%0.003%
7/18/2025PFG Investments LLC1,724$280K0.0%-24.2%0.001%
7/18/2025Liberty Capital Management Inc.22,612$3.68M0.7%+3.0%0.013%
7/18/2025Cooper Financial Group4,271$695K0.1%+19.7%0.002%
7/18/2025Truist Financial Corp49,266$8.02M0.0%-9.2%0.028%
7/17/2025 Greenleaf Trust1,541$251K0.0%-17.5%0.001%
7/17/2025 XML Financial LLC2,189$356K0.0%+38.2%0.001%
7/17/2025 HCR Wealth Advisors6,316$1.03M0.1%-5.3%0.004%
7/17/2025 Sterling Investment Advisors Ltd.8,066$1.31M0.3%+8.0%0.005%
7/17/2025 HB Wealth Management LLC13,333$2.17M0.0%+5.2%0.008%
7/17/2025 Kavar Capital Partners Group LLC1,591$259K0.0%-90.4%0.001%
7/17/2025 Janney Montgomery Scott LLC138,308$22.50M0.1%+31.6%0.078%
7/17/2025 V Square Quantitative Management LLC1,682$274K0.0%+3.8%0.001%
7/17/2025 Sound Income Strategies LLC465$76K0.0%+23,150.0%0.000%
7/17/2025 Independence Bank of Kentucky376$61K0.0%-36.8%0.000%
7/17/2025 Smith Salley Wealth Management71,830$11.69M0.7%+4.4%0.041%
7/17/2025 City Holding Co.8,608$1.40M0.2%-21.7%0.005%
7/17/2025 Patton Albertson Miller Group LLC19,850$3.23M0.4%+10.0%0.011%
7/17/2025 Fort Washington Investment Advisors Inc. OH225,559$36.69M0.2%+2.0%0.128%
7/17/2025 Avior Wealth Management LLC1,403$228K0.0%+537.7%0.001%
7/17/2025 Neumann Capital Management LLC4,937$803K0.3%-3.9%0.003%
7/17/2025 TBH Global Asset Management LLC8,949$1.46M0.2%-7.9%0.005%
7/16/2025 ORG Wealth Partners LLC866$144K0.0%+49.6%0.000%
7/16/2025 Diamant Asset Management Inc.2,345$381K0.3%-7.9%0.001%
7/16/2025 Signaturefd LLC1,837$299K0.0%-23.3%0.001%
7/16/2025 Meridian Investment Counsel Inc.2,640$429K0.1%+6.7%0.001%
7/16/2025 State of Alaska Department of Revenue17,176$2.79M0.0%-5.7%0.010%
7/16/2025 Patton Fund Management Inc.1,365$222K0.2%N/A0.001%
7/16/2025 Spinnaker Investment Group LLC1,536$250K0.1%-4.6%0.001%
7/16/2025 CX Institutional394$64K0.0%-70.1%0.000%
7/16/2025 Hartford Investment Management Co.9,199$1.50M0.0%-2.9%0.005%
7/16/2025 Bank Pictet & Cie Europe AG3,764$612K0.0%+31.4%0.002%
7/16/2025 Banque Pictet & Cie SA7,060$1.15M0.0%-7.1%0.004%
7/16/2025 Perigon Wealth Management LLC4,585$746K0.0%+3.9%0.003%
7/16/2025 Kennedy Investment Group4,901$797K0.3%-1.7%0.003%
7/15/2025 TD Private Client Wealth LLC1,020$166K0.0%-70.3%0.001%
7/15/2025 Peddock Capital Advisors LLC21,083$3.43M0.8%+11.7%0.012%
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7/15/2025 Public Employees Retirement System of Ohio40,567$6.60M0.0%-37.3%0.023%
7/15/2025 Kentucky Trust Co1,630$265K0.2%+16.0%0.001%
7/15/2025 Buttonwood Financial Advisors Inc.2,069$337K0.1%+40.1%0.001%
7/15/2025 Ballentine Partners LLC2,627$427K0.0%-15.5%0.001%
7/15/2025 Cigna Investments Inc. New1,325$216K0.0%-16.7%0.001%
7/15/2025 Norden Group LLC3,483$567K0.1%+27.8%0.002%
7/15/2025 Fifth Third Bancorp9,576$1.56M0.0%-68.4%0.005%
7/15/2025 Alpha Omega Wealth Management LLC10,266$1.67M0.3%-6.9%0.006%
7/15/2025 West Oak Capital LLC9,543$1.55M0.6%+19.9%0.005%
7/14/2025 Hoey Investments Inc.247$40K0.0%N/A0.000%
7/14/2025 Occidental Asset Management LLC15,958$2.60M0.4%+3.3%0.009%
7/14/2025 AdvisorNet Financial Inc976$159K0.0%+20.2%0.001%
7/14/2025 Arlington Partners LLC14,340$2.33M0.9%N/A0.008%
7/14/2025 Iams Wealth Management LLC2,143$349K0.2%-5.1%0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC1,823$297K0.0%+5.6%0.001%
7/14/2025 Toth Financial Advisory Corp11,282$1.84M0.2%-25.8%0.006%
7/14/2025 Park Avenue Securities LLC3,574$581K0.0%-8.8%0.002%
7/11/2025 Oak Asset Management LLC18,281$2.97M1.1%+0.4%0.010%
7/11/2025 Farther Finance Advisors LLC2,222$362K0.0%+7.4%0.001%
7/11/2025 CX Institutional394$64K0.0%-70.1%0.000%
7/11/2025 WealthBridge Investment Counsel Inc.23,045$3.75M1.2%-10.5%0.013%
7/11/2025 Assenagon Asset Management S.A.83,656$13.61M0.0%+969.5%0.047%
7/11/2025 IFM Investors Pty Ltd34,917$5.68M0.1%+3.1%0.020%
7/11/2025 Grove Bank & Trust3,494$568K0.1%+3.7%0.002%
7/10/2025 Triangle Securities Wealth Management6,849$1.11M0.3%-3.7%0.004%
7/10/2025 Moody National Bank Trust Division6,574$1.07M0.1%-6.0%0.004%
7/10/2025 Fulton Bank N.A.12,297$2M0.1%-3.8%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC207,646$35.78M0.1%-2.2%0.117%
7/10/2025 Mn Services Vermogensbeheer B.V.60,400$9.83M0.1%+1.5%0.034%
7/10/2025 Secure Asset Management LLC2,008$327K0.1%+48.4%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd20,080$3.27M0.0%+1.1%0.011%
7/10/2025 Focus Financial Network Inc.1,328$216K0.0%-9.5%0.001%
7/9/2025 Radnor Capital Management LLC7,493$1.22M0.2%-0.9%0.004%
7/9/2025 DLK Investment Management LLC30,794$5.01M1.9%-1.9%0.017%
7/9/2025 Gateway Investment Advisers LLC80,966$13.17M0.1%-0.5%0.045%
7/9/2025 Alesco Advisors LLC1,257$204K0.0%-37.4%0.001%
7/9/2025 LifePlan Financial LLC3,169$516K0.4%-11.5%0.002%
7/9/2025 Byrne Asset Management LLC3,810$620K0.4%-14.3%0.002%
7/9/2025 Czech National Bank37,416$6.09M0.0%+4.8%0.021%
7/9/2025 MassMutual Private Wealth & Trust FSB545$89K0.0%-97.9%0.000%
7/8/2025 Everpar Advisors LLC1,617$263K0.1%-14.7%0.001%
7/8/2025 Arlington Trust Co LLC1,477$240K0.0%-41.5%0.001%
7/8/2025 Davis Investment Partners LLC1,400$233K0.1%-11.3%0.001%
7/8/2025 Ransom Advisory Ltd635$103K0.0%-24.0%0.000%
7/8/2025 Webster Bank N. A.2,946$479K0.0%-19.3%0.002%
7/8/2025 Canandaigua National Trust Co of Florida5,573$907K0.6%-1.4%0.003%
7/8/2025 Canandaigua National Bank & Trust Co.42,841$6.97M0.6%+4.7%0.024%
7/8/2025 Legacy Private Trust Co.6,239$1.02M0.1%-40.8%0.004%
7/8/2025 Gradient Investments LLC61,244$9.96M0.2%+1.4%0.034%
7/8/2025 Parallel Advisors LLC9,123$1.48M0.0%-20.6%0.005%
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7/7/2025 Wesbanco Bank Inc.43,329$7.05M0.2%+10.7%0.024%
7/7/2025 Ables Iannone Moore & Associates Inc.12,219$1.99M1.2%+21.6%0.007%
7/7/2025 Bangor Savings Bank7,655$1.25M0.1%-4.6%0.004%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,475$240K0.0%+63.2%0.001%
7/7/2025 Salem Investment Counselors Inc.397$65K0.0%-23.9%0.000%
7/7/2025 Douglas Lane & Associates LLC97,439$15.85M0.2%-30.2%0.055%
7/7/2025 RDA Financial Network1,451$236K0.1%-5.3%0.001%
7/2/2025 HBW Advisory Services LLC2,529$411K0.1%-10.6%0.001%
7/2/2025 Doliver Advisors LP2,431$395K0.1%-3.3%0.001%
7/2/2025 Jacobs & Co. CA24,578$4.00M0.4%-26.9%0.014%
(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, 1,451 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Vanguard Group Inc. ($3.38B), 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 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 1,199 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), Vanguard Group Inc. ($5.19M), Capital International Investors ($4.72M), Norges Bank ($3.85M), Wellington Management Group LLP ($2.51M), and International Assets Investment Management LLC ($1.06M).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 30,460,471 shares in the last 24 months. This purchase volume represents approximately $6.50B in transactions.

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

Of the 694 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), Mitsubishi UFJ Asset Management Co. Ltd. ($1.89M), Price T Rowe Associates Inc. MD ($1.15M), Boston Partners ($1.11M), Wellington Management Group LLP ($988.21K), Franklin Resources Inc. ($738.33K), and Alliancebernstein L.P. ($679.21K).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 24,813,870 shares in the last 24 months. This volume of shares sold represents approximately $5.25B in transactions.



This page (NYSE:STZ) was last updated on 7/19/2025 by MarketBeat.com Staff
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