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Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$122.42 -1.21 (-0.98%)
Closing price 03:59 PM Eastern
Extended Trading
$122.82 +0.41 (+0.33%)
As of 07:59 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 Massive. Learn more.
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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)
549
Total
Institutional Inflows
(last 12 months)
$2.79B
Number of
Institutional Sellers
(last 12 months)
496
Total
Institutional Outflows
(last 12 months)
$2.73B
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STZ Institutional Buying and Selling by Quarter

Constellation Brands Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GK Wealth Management LLC1,810$205K0.1%-8.1%0.001%
10/9/2026Journey Retirement Planning & Investment Management LLC2,574$291K0.2%+25.5%0.002%
10/9/2026Douglas Lane & Associates LLC7,654$865K0.0%-11.6%0.004%
10/8/2026Grove Bank & Trust5,238$592K0.1%+24.5%0.003%
10/8/2026Farther Finance Advisors LLC1,783$202K0.0%-11.0%0.001%
10/8/2026CoreCap Advisors LLC1,500$170K0.0%-12.2%0.001%
10/8/2026Valeo Financial Advisors LLC4,082$461K0.0%-15.7%0.002%
10/8/2026Toth Financial Advisory Corp3,665$414K0.0%-26.3%0.002%
10/8/2026City Center Advisors LLC3,173$359K0.3%N/A0.002%
10/7/2026Cooper Financial Group3,657$413K0.0%-6.2%0.002%
10/7/2026Canandaigua National Bank & Trust Co.33,512$3.79M0.3%-19.2%0.020%
10/7/2026Benedict Financial Advisors Inc.9,323$1.05M0.2%-6.9%0.005%
10/6/2026Moody National Bank Trust Division7,120$805K0.1%+50.7%0.004%
10/6/2026Ables Iannone Moore & Associates Inc.16,904$1.91M1.0%+105.2%0.010%
10/5/2026Rosenberg Matthew Hamilton1,101$124K0.0%+14.1%0.001%
10/5/2026Tompkins Financial Corp3,745$423K0.0%+2.6%0.002%
10/5/2026MassMutual Private Wealth & Trust FSB499$56K0.0%-41.5%0.000%
10/2/2026 Miller Global Investments LLC589$67K0.0%-72.0%0.000%
10/2/2026 CX Institutional726$82K0.0%-70.4%0.000%
10/1/2026 Confluence Investment Management LLC151,797$17.16M0.3%-4.9%0.089%
9/29/2026Cim Investment Management Inc.5,261$732K0.2%-9.1%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.6,936$965K0.0%-5.5%0.004%
9/15/2026Anchor Investment Management LLC1,565$218K0.0%-41.4%0.001%
9/9/2026Junto Capital Management LP155,894$21.68M0.4%N/A0.091%
9/9/2026Tidal Investments LLC15,023$2.09M0.0%-94.9%0.009%
9/9/2026National Pension Service152,644$21.23M0.0%-62.1%0.089%
9/9/2026Engineers Gate Manager LP11,826$1.65M0.0%N/A0.007%
9/9/2026Cidel Asset Management Inc.1,921$267K0.0%+12.2%0.001%
9/9/2026Plimoth Trust Co. LLC8,793$1.22M0.2%-4.3%0.005%
9/9/2026Integrated Wealth Concepts LLC10,631$1.48M0.0%+11.4%0.006%
9/9/2026NewEdge Advisors LLC33,106$4.61M0.0%+8.4%0.019%
9/9/2026Baird Financial Group Inc.63,084$8.77M0.0%+3.6%0.037%
9/8/2026CORDA Investment Management LLC.140,999$19.61M1.2%+0.7%0.083%
9/8/2026Allworth Financial LP3,479$484K0.0%-13.6%0.002%
9/8/2026Arizona State Retirement System39,769$5.53M0.0%-0.7%0.023%
9/8/2026Empirical Finance LLC7,277$1.01M0.0%+136.3%0.004%
9/8/2026Nykredit A S455,503$63.36M0.2%N/A0.267%
8/27/2026Corient Private Wealth LP15,354$2.14M0.0%-37.2%0.009%
8/26/2026Wellington Grp LLC4,933$686K0.2%+90.8%0.003%
8/23/2026Studio Investment Management LLC1,450$202K0.0%N/A0.001%
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8/23/2026Ameritas Advisory Services LLC2,151$299K0.0%N/A0.001%
8/23/2026HB Wealth Management LLC10,052$1.40M0.0%-6.9%0.006%
8/22/2026AlphaGrep UK Ltd1,476$205K0.1%N/A0.001%
8/22/2026Raiffeisen Bank International AG6,156$859K0.0%+1,689.5%0.004%
8/22/2026Sapient Capital LLC1,478$206K0.0%-31.6%0.001%
8/22/2026Knollwood Investment Advisory LLC2,200$306K0.0%-58.2%0.001%
8/22/2026denkapparat Operations GmbH5,010$697K0.2%-30.4%0.003%
8/22/2026TD Waterhouse Canada Inc.530$73K0.0%-18.1%0.000%
8/22/2026Premier Path Wealth Partners LLC3,626$504K0.1%-18.3%0.002%
8/22/2026Concurrent Investment Advisors LLC27,915$3.88M0.0%+1,613.6%0.016%
8/22/2026NEOS Investment Management LLC22,685$3.16M0.0%+12.3%0.013%
8/21/2026Athena Investment Management2,163$301K0.2%-8.3%0.001%
8/21/2026Continuum Advisory LLC239$33K0.0%N/A0.000%
8/21/2026Nykredit A S601,676$83.69M0.3%N/A0.352%
8/21/2026B. Metzler seel. Sohn & Co. AG11,160$1.55M0.0%+253.1%0.007%
8/21/2026XML Financial LLC3,248$452K0.0%-23.1%0.002%
8/21/2026Legacy Financial Advisors Inc.2,740$381K0.0%-6.1%0.002%
8/20/2026Cooper Haims Advisors LLC2,225$309K0.1%-11.7%0.001%
8/20/2026CMH Wealth Management LLC2,633$366K0.1%-19.0%0.002%
8/20/2026Quantitative Investment Management LLC14,641$2.04M0.2%-44.7%0.009%
8/20/2026Ancora Advisors LLC1,780$248K0.0%-11.4%0.001%
8/20/2026Wedbush Securities Inc.10,617$1.48M0.0%+15.7%0.006%
8/20/2026Greenleaf Trust2,507$349K0.0%-19.7%0.001%
8/19/2026New Mexico Educational Retirement Board6,921$963K0.0%+6.1%0.004%
8/19/2026Wellington Management Group LLP3,817,651$531.00M0.1%-42.4%2.235%
8/19/2026Archer Investment Corp572$80K0.0%N/A0.000%
8/18/2026Public Employees Retirement System of Ohio80,471$11.19M0.0%N/A0.047%
8/14/2026Ancora Advisors LLC1,780$248K0.0%N/A0.001%
8/14/2026Manning & Napier Advisors LLC5,720$799K0.0%N/A0.003%
8/13/2026Ally Financial Inc.11,500$1.60M0.2%N/A0.007%
8/12/2026Shelter Mutual Insurance Co10,300$1.43M0.3%N/A0.006%
8/11/2026Shelter Ins Retirement Plan5,300$737.18K0.0%N/A0.003%
8/11/2026Madison Asset Management LLC58,900$8.19M0.1%N/A0.034%
8/10/2026Great Lakes Advisors LLC7,304$1.02M0.0%N/A0.004%
8/10/2026Great Lakes Advisors LLC17,722$2.47M0.0%N/A0.010%
8/7/2026Trust Co. of Vermont1,229$171K0.0%N/A0.001%
8/7/2026Plato Investment Management Ltd5,478$757K0.0%N/A0.003%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor227,061$31.58M0.3%N/A0.133%
7/10/2026Tema ETFs LLC2,786$388K0.0%+5.5%0.002%
7/10/2026 Doliver Advisors LP1,955$272K0.1%-11.5%0.001%
7/10/2026City Holding Co.571$79K0.0%-23.5%0.000%
7/10/2026Fulton Bank N.A.13,572$1.89M0.1%-1.9%0.008%
7/9/2026Sapient Capital LLC1,478$206K0.0%-31.6%0.001%
7/9/2026Valeo Financial Advisors LLC4,842$673K0.0%+9.9%0.003%
7/8/2026Cooper Financial Group3,897$542K0.0%-12.2%0.002%
7/8/2026Czech National Bank39,696$5.52M0.0%+3.8%0.023%
7/8/2026Assenagon Asset Management S.A.338,172$47.04M0.1%+197.7%0.196%
7/7/2026GK Wealth Management LLC1,969$274K0.1%N/A0.001%
7/7/2026GAMMA Investing LLC3,236$450K0.0%-16.1%0.002%
7/7/2026Canandaigua National Bank & Trust Co.41,492$5.77M0.5%N/A0.024%
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7/7/2026Moody National Bank Trust Division4,726$657K0.1%-5.6%0.003%
7/7/2026Grove Bank & Trust4,208$585K0.1%+12.4%0.002%
7/7/2026CoreCap Advisors LLC1,708$238K0.0%-7.1%0.001%
7/6/2026Bangor Savings Bank212$29K0.0%-44.6%0.000%
7/2/2026 CX Institutional2,450$341K0.0%+13.4%0.001%
7/1/2026 Confluence Investment Management LLC159,566$22.19M0.3%-7.0%0.093%
6/22/2026Sapient Capital LLC2,162$324K0.0%+11.1%0.001%
6/18/2026Western Wealth Management LLC7,519$1.13M0.0%N/A0.004%
6/18/2026Pangea Capital Gestao de Recursos Ltda.2,000$300K0.2%N/A0.001%
6/18/2026Pacer Advisors Inc.746,742$112.01M0.2%-17.8%0.434%


STZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,357 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Vanguard Group Inc. ($2.46B), Berkshire Hathaway Inc ($1.79B), Capital World Investors ($998.74M), State Street Corp ($953.49M), Capital International Investors ($888.93M), Wellington Management Group LLP ($531.00M), and Geode Capital Management LLC ($513.87M).Learn more on Constellation Brands' institutional investors.

77.34% of Constellation Brands' stock is owned by institutional investors. Learn more on STZ's institutional investor holdings.

Of the 1,067 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 ($5.43M), Vanguard Group Inc. ($5.28M), Wellington Management Group LLP ($3.25M), Ameriprise Financial Inc. ($2.89M), Capital International Investors ($2.13M), and Grantham Mayo Van Otterloo & Co. LLC ($1.81M).

Institutional investors have bought a total of 20,297,676 shares in the last 24 months. This purchase volume represents approximately $2.79B in transactions.

Of the 493 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 World Investors ($5.10M), Wellington Management Group LLP ($3.05M), Aristotle Capital Management LLC ($2.00M), Arrowstreet Capital Limited Partnership ($778.53K), Royal Bank of Canada ($705.03K), Capital Research Global Investors ($593.88K), and Berkshire Hathaway Inc ($400K).

Institutional investors have sold a total of 19,868,344 shares in the last 24 months. This volume of shares sold represents approximately $2.73B in transactions.


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Institutional ownership data for NYSE:STZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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