Constellation Brands (STZ) Institutional Ownership

$261.64
+1.90 (+0.73%)
(As of 04/23/2024 ET)

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

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
799
Total
Institutional Inflows
(last 12 months)
$7.16B
Number of
Institutional Sellers
(last 12 months)
615
Total
Institutional Outflows
(last 12 months)
$4.01B
Get STZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Constellation Brands stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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
4/23/2024BSW Wealth Partners1,389$378K0.1%-11.4%0.001%
4/23/2024Eads & Heald Wealth Management4,126$1.12M0.5%+6.9%0.002%
4/23/2024Global Retirement Partners LLC2,139$581K0.0%+5.9%0.001%
4/23/2024Cornell Pochily Investment Advisors Inc.5,406$1.47M0.6%-0.8%0.003%
4/23/2024TriaGen Wealth Management LLC7,074$1.92M0.8%N/A0.004%
4/23/2024Louisiana State Employees Retirement System9,400$2.56M0.0%-4.1%0.005%
4/23/2024Sage Mountain Advisors LLC870$236K0.0%N/A0.000%
4/23/2024Amalgamated Bank33,487$9.10M0.1%-15.3%0.018%
4/23/2024Nations Financial Group Inc. IA ADV1,043$284K0.0%-7.5%0.001%
4/23/2024Gradient Investments LLC62,455$16.97M0.4%-2.3%0.034%
4/23/2024New Mexico Educational Retirement Board8,121$2.21M0.1%-3.6%0.004%
4/23/2024Fifth Third Bancorp111,895$30.41M0.1%-0.9%0.061%
4/23/2024Wesbanco Bank Inc.67,786$18.42M0.7%+86.6%0.037%
4/23/2024Summit Trail Advisors LLC3,125$849K0.0%+45.2%0.002%
4/23/2024Stablepoint Partners LLC4,460$1.21M0.2%+41.3%0.002%
4/23/2024Strategic Blueprint LLC2,140$582K0.0%+28.6%0.001%
4/23/2024Raymond James Financial Services Advisors Inc.62,613$17.02M0.0%+0.7%0.034%
4/22/2024Strategic Financial Concepts LLC1,166$317K0.1%+12.1%0.001%
4/22/2024Confluence Wealth Services Inc.2,108$573K0.1%-4.0%0.001%
4/22/2024Byrne Asset Management LLC4,669$1.27M0.9%+2.7%0.003%
4/22/2024Weybosset Research & Management LLC825$224K0.1%N/A0.000%
4/22/2024Forza Wealth Management LLC736$200K0.1%N/A0.000%
4/22/2024Harbour Trust & Investment Management Co33,605$9.13M1.1%+2.7%0.018%
4/22/2024Greystone Financial Group LLC2,444$664K0.1%N/A0.001%
4/22/2024PFG Investments LLC1,177$320K0.0%N/A0.001%
4/22/2024Parsons Capital Management Inc. RI3,332$906K0.1%-7.8%0.002%
4/22/2024Raymond James & Associates387,152$105.21M0.1%+0.5%0.212%
4/22/2024Everpar Advisors LLC3,023$822K0.5%-22.7%0.002%
4/20/2024Maryland State Retirement & Pension System12,641$3.27M0.1%+1.9%0.007%
4/19/2024FORVIS Wealth Advisors LLC10,314$2.80M0.1%+4.4%0.006%
4/19/2024Leeward Investments LLC MA48,655$13.22M0.6%+4.0%0.027%
4/19/2024Teamwork Financial Advisors LLC5,816$1.58M0.2%+351.2%0.003%
4/19/2024American National Bank & Trust Co. VA18,910$5.14M1.2%N/A0.010%
4/19/2024New Century Financial Group LLC1,017$276K0.2%N/A0.001%
4/19/2024Oak Harvest Investment Services15,436$4.20M0.7%-14.1%0.008%
4/19/2024WealthBridge Investment Counsel Inc.26,200$7.12M2.6%+0.4%0.014%
4/19/2024AMI Asset Management Corp174,856$47.52M2.4%+3.2%0.096%
4/19/2024First Trust Direct Indexing L.P.2,804$762K0.1%+25.7%0.002%
4/19/2024Kovack Advisors Inc.1,566$425K0.1%-4.3%0.001%
4/19/2024Norden Group LLC3,406$924K0.0%N/A0.002%
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…
4/19/2024Lake Street Private Wealth LLC1,474$401K0.1%-16.0%0.001%
4/19/2024Valley National Advisers Inc.12,394$3.37M0.5%-4.9%0.007%
4/19/2024E&G Advisors LP1,145$311K0.1%-8.0%0.001%
4/19/2024Valeo Financial Advisors LLC16,534$4.49M0.0%+4.4%0.009%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.376,817$102.40M0.1%-1.7%0.206%
4/19/2024Hedeker Wealth LLC16,352$4.44M1.3%-20.5%0.009%
4/18/2024Plimoth Trust Co. LLC5,147$1.40M0.4%+58.5%0.003%
4/18/2024SeaCrest Wealth Management LLC853$232K0.0%N/A0.000%
4/18/2024Naviter Wealth LLC751$204K0.0%N/A0.000%
4/18/2024Nvest Financial LLC1,874$509K0.3%-10.2%0.001%
4/18/2024West Oak Capital LLC7,175$1.95M0.8%+1.3%0.004%
4/18/2024InTrack Investment Management Inc1,712$465K0.3%N/A0.001%
4/18/2024State of Michigan Retirement System44,058$11.97M0.1%-0.5%0.024%
4/18/2024Capital Advisors Ltd. LLC290$79K0.0%+16.5%0.000%
4/18/2024Synergy Asset Management LLC3,688$1.00M0.2%-15.6%0.002%
4/18/2024Cullinan Associates Inc.4,782$1.30M0.1%-19.0%0.003%
4/18/2024Allspring Global Investments Holdings LLC15,987$4.35M0.0%-78.9%0.009%
4/18/2024Tributary Capital Management LLC1,456$396K0.0%-28.1%0.001%
4/18/2024Park Place Capital Corp529$144K0.1%-20.8%0.000%
4/18/2024Aviance Capital Partners LLC16,343$4.44M0.7%+0.7%0.009%
4/18/2024Mirador Capital Partners LP4,532$1.23M0.2%+17.8%0.002%
4/18/2024Oak Asset Management LLC16,842$4.58M1.7%+1.5%0.009%
4/18/2024Citizens Business Bank14,914$4.05M0.9%-2.0%0.008%
4/18/2024Barry Investment Advisors LLC981$267K0.1%-5.8%0.001%
4/18/2024SteelPeak Wealth LLC4,501$1.22M0.1%+1.4%0.002%
4/18/2024Blue Zone Wealth Advisors LLC19,736$5.36M1.8%+0.8%0.011%
4/18/2024Chatham Capital Group Inc.810$220K0.0%N/A0.000%
4/17/2024D.B. Root & Company LLC1,756$477K0.2%N/A0.001%
4/17/2024Guidance Capital Inc.971$251K0.1%N/A0.001%
4/17/2024Fox Hill Wealth Management782$213K0.1%N/A0.000%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO5,829$1.58M0.7%+4.4%0.003%
4/17/2024Chemung Canal Trust Co.17,614$4.79M0.9%+629.7%0.010%
4/17/2024Alpha Omega Wealth Management LLC17,431$4.74M0.9%-1.7%0.010%
4/17/2024Trivant Custom Portfolio Group LLC9,823$2.67M1.7%-4.1%0.005%
4/17/2024Griffin Asset Management Inc.9,216$2.51M0.3%-2.8%0.005%
4/16/2024Toth Financial Advisory Corp17,446$4.74M0.6%+8.3%0.010%
4/16/2024Occidental Asset Management LLC11,242$3.06M0.6%+7.7%0.006%
4/16/2024WD Rutherford LLC10,231$2.78M1.4%-1.2%0.006%
4/16/2024Independence Bank of Kentucky1,934$526K0.2%+31.9%0.001%
4/16/2024Webster Bank N. A.7,108$1.93M0.2%-2.8%0.004%
4/16/2024KRS Capital Management LLC1,051$286K0.2%-15.7%0.001%
4/16/2024Tsfg LLC302$82K0.0%-53.7%0.000%
4/16/2024Pinnacle Bancorp Inc.191$52K0.0%N/A0.000%
4/16/2024Register Financial Advisors LLC423$115K0.1%N/A0.000%
4/16/2024Artemis Investment Management LLP92,261$25.06M0.3%N/A0.050%
4/16/2024Courier Capital LLC835$227K0.0%N/A0.000%
4/16/2024Fifth Third Wealth Advisors LLC1,983$539K0.1%+17.5%0.001%
4/16/2024Dohj LLC6,747$1.83M0.5%+224.4%0.004%
4/16/2024Tlwm3,191$867K0.2%-2.6%0.002%
4/16/2024Wealth Enhancement Advisory Services LLC222,452$60.45M0.2%+2.5%0.122%
Exposed: 10 CENT Crypto to Explode April 20th? (Ad)

The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…

Click For My #1 FREE Crypto for 2024
4/16/2024Franklin Street Advisors Inc. NC770$209K0.0%N/A0.000%
4/15/2024Wealthcare Advisory Partners LLC3,838$1.04M0.0%+5.7%0.002%
4/15/2024Brookstone Capital Management14,026$3.81M0.1%+2.3%0.008%
4/15/2024Benin Management CORP758$206K0.1%N/A0.000%
4/15/2024RMR Wealth Builders888$241K0.0%N/A0.000%
4/15/2024Atlas Capital Advisors LLC2,268$616K0.1%+36.0%0.001%
4/15/2024Kingswood Wealth Advisors LLC5,130$1.39M0.2%-5.3%0.003%
4/15/2024Prentice Wealth Management LLC3,600$978K0.3%+4.0%0.002%
4/13/2024 First Financial Corp IN130$35K0.0%N/A0.000%
4/13/2024 Parkside Investments LLC15,488$4.21M0.7%-27.6%0.008%
(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, 1,351 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 1,141 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 44,457,354 shares in the last 24 months. This purchase volume represents approximately $10.60B 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: 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 27,179,604 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 4/24/2024 by MarketBeat.com Staff

From Our Partners