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Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$133.49 +0.62 (+0.46%)
As of 01:54 PM Eastern
This is a fair market value price provided by Massive. 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)
640
Total
Institutional Inflows
(last 12 months)
$4.07B
Number of
Institutional Sellers
(last 12 months)
575
Total
Institutional Outflows
(last 12 months)
$3.33B
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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
7/10/2026 Tema ETFs LLC2,786$388K0.0%+5.5%0.002%
7/10/2026 Doliver Advisors LP1,955$272K0.1%-11.5%0.001%
7/10/2026 City Holding Co.571$79K0.0%-23.5%0.000%
7/10/2026 Fulton Bank N.A.13,572$1.89M0.1%-1.9%0.008%
7/9/2026 Sapient Capital LLC1,478$206K0.0%-31.6%0.001%
7/9/2026 Valeo Financial Advisors LLC4,842$673K0.0%+9.9%0.003%
7/8/2026 Cooper Financial Group3,897$542K0.0%-12.2%0.002%
7/8/2026 Czech National Bank39,696$5.52M0.0%+3.8%0.023%
7/8/2026 Assenagon Asset Management S.A.338,172$47.04M0.1%+197.7%0.196%
7/7/2026 GK Wealth Management LLC1,969$274K0.1%N/A0.001%
7/7/2026 GAMMA Investing LLC3,236$450K0.0%-16.1%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.41,492$5.77M0.5%N/A0.024%
7/7/2026 Moody National Bank Trust Division4,726$657K0.1%-5.6%0.003%
7/7/2026 Grove Bank & Trust4,208$585K0.1%+12.4%0.002%
7/7/2026 CoreCap Advisors LLC1,708$238K0.0%-7.1%0.001%
7/6/2026 Bangor 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%
6/22/2026 Sapient 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%
6/8/2026Pine Valley Investments Ltd Liability Co4,921$738K0.0%-5.6%0.003%
6/3/2026Parallel Advisors LLC6,896$1.03M0.0%-1.5%0.004%
6/3/2026NewEdge Advisors LLC30,554$4.58M0.0%+3.7%0.018%
6/1/2026 Financial Solutions Advisory Group Inc.5,498$825K0.1%N/A0.003%
5/27/2026Alpine Woods Capital Investors LLC33,033$4.96M1.2%+14.9%0.019%
5/26/2026Glenmede Trust Co. NA4,529$679K0.0%+5.7%0.003%
5/22/2026Groupama Asset Managment19,815$2.97M0.0%+25.4%0.012%
5/22/2026Wellington Grp LLC2,586$388K0.1%+62.1%0.002%
5/21/2026Vestor Capital LLC350$53K0.0%-98.5%0.000%
5/19/2026Western Wealth Management LLC7,519$1.13M0.0%N/A0.004%
5/19/2026Bank of America Corp DE1,403,275$210.49M0.0%+9.5%0.815%
5/19/2026Edgestream Partners L.P.2,225$334K0.0%N/A0.001%
5/19/2026Kentucky Retirement Systems13,756$2.06M0.1%+51.6%0.008%
5/19/2026Janus Henderson Group PLC585,891$87.88M0.0%+5.7%0.340%
5/19/2026Oddo BHF Asset Management Sas10,908$1.64M0.1%+3.3%0.006%
5/19/2026South Dakota Investment Council147,538$22.13M0.4%-0.1%0.086%
5/18/2026Amundi412,470$61.87M0.0%+15.1%0.240%
5/18/2026EverSource Wealth Advisors LLC2,461$369K0.0%-28.8%0.001%
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5/18/2026California State Teachers Retirement System241,545$36.23M0.0%-2.4%0.140%
5/18/2026Royal Bank of Canada539,057$80.86M0.0%-17.7%0.313%
5/18/2026Empowered Funds LLC31,853$4.78M0.0%+434.0%0.018%
5/18/2026Empyrean Capital Partners LP606,200$90.93M3.0%+3.3%0.352%
5/16/2026The Manufacturers Life Insurance Company 75,915$11.39M0.0%-5.7%0.044%
5/16/2026Maverick Capital Ltd.2,373$356K0.0%N/A0.001%
5/16/2026Quantinno Capital Management LP45,695$6.85M0.0%+16.1%0.027%
5/16/2026Lazard Asset Management LLC3,451$518K0.0%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp7,539$1.13M0.0%+27.9%0.004%
5/15/2026Waverly Advisors LLC1,752$263K0.0%-15.5%0.001%
5/15/2026Entropy Technologies LP15,661$2.35M0.1%+43.0%0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund8,824$1.32M0.0%+58.4%0.005%
5/14/2026Morningstar Investment Management LLC54,523$8.18M0.5%-4.6%0.032%
5/14/2026Public Employees Retirement System of Ohio82,448$12.37M0.0%+92.8%0.048%
5/14/2026Compound Planning Inc.1,876$281K0.0%+14.4%0.001%
5/14/2026Keebeck Wealth Management1,495$224K0.0%-15.1%0.001%
5/14/2026Arrowstreet Capital Limited Partnership490,146$73.52M0.0%-61.4%0.285%
5/14/2026Bank of Nova Scotia76,656$11.50M0.0%+62.5%0.045%
5/14/2026Gibbs Wealth Management15,793$2.37M0.3%+183.9%0.009%
5/14/2026Sei Investments Co.29,973$4.50M0.0%-40.1%0.017%
5/13/2026Cetera Investment Advisers70,364$10.56M0.0%+10.2%0.041%
5/13/2026Acumen Wealth Advisors LLC14,226$2.13M0.6%-32.3%0.008%
5/13/2026First Trust Advisors LP312,977$46.95M0.0%+16.9%0.182%
5/12/2026Westpac Banking Corp833$125K0.0%+86.8%0.000%
5/12/2026ABN Amro Investment Solutions14,638$2.20M0.0%+25.1%0.009%
5/8/2026PNC Financial Services Group Inc.85,482$12.82M0.0%-3.3%0.050%
5/8/2026Oslo Pensjonsforsikring AS652$98K0.0%N/A0.000%
5/8/2026Glenview Trust Co30,622$4.59M0.1%-8.8%0.018%
5/7/2026Meeder Advisory Services Inc.2,069$310K0.0%+9.6%0.001%
5/7/2026Dimensional Fund Advisors LP1,826,652$274.03M0.1%+5.1%1.061%
5/7/2026Parallel Advisors LLC6,896$1.03M0.0%-1.5%0.004%
5/7/2026KBC Group NV23,257$3.49M0.0%+0.5%0.014%
5/7/2026Swiss National Bank432,500$64.88M0.0%+5.9%0.251%
5/7/2026AIA Group Ltd123,048$18.46M0.3%-5.0%0.071%
5/7/2026Mediolanum International Funds Ltd90,450$13.66M0.1%-4.2%0.053%
5/7/2026Spartan Wealth Advisory Services LLC1,661$249K0.0%N/A0.001%
5/6/2026Aviance Capital Partners LLC2,326$349K0.0%-12.5%0.001%
5/6/2026California Public Employees Retirement System323,015$48.45M0.0%-7.9%0.188%
5/6/2026Bartlett & CO. Wealth Management LLC1,628$242K0.0%-21.6%0.001%
5/6/2026Assetmark Inc.8,465$1.27M0.0%+6.8%0.005%
5/6/2026 Gallacher Capital Management LLC4,374$656K0.3%N/A0.003%
5/6/2026Clearstead Trust LLC391$59K0.0%-28.6%0.000%
5/6/2026Financiere des Professionnels Fonds d investissement inc.9,120$1.37M0.1%N/A0.005%
5/6/2026Bessemer Group Inc.1,676$251K0.0%+47.8%0.001%
5/6/2026Allspring Global Investments Holdings LLC8,186$1.24M0.0%-1.3%0.005%
5/6/2026 Independent Financial Group LLC3,112$467K0.0%N/A0.002%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co6,118$918K0.1%-1.9%0.004%
5/5/2026Wealthfront Advisers LLC13,684$2.05M0.0%+19.8%0.008%
5/5/2026D.A. Davidson & CO.29,281$4.39M0.0%-30.1%0.017%
5/5/2026Beaumont Financial Advisors LLC1,918$288K0.0%N/A0.001%
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5/5/2026Bank of New York Mellon Corp1,042,651$156.40M0.0%+4.0%0.605%
5/5/2026Harel Insurance Investments & Financial Services Ltd.2,774$416K0.0%+353.3%0.002%
5/5/2026MASTERINVEST Kapitalanlage GmbH1,988$298K0.0%N/A0.001%
5/5/2026SouthState Bank Corp12,848$1.93M0.1%-5.3%0.007%
5/5/2026Sanctuary Advisors LLC29,796$4.47M0.0%+12.1%0.017%
5/5/2026Sigma Planning Corp2,263$340K0.0%-7.9%0.001%
5/5/2026Avantax Planning Partners Inc.3,899$585K0.0%-8.5%0.002%
5/4/2026Bryn Mawr Trust Advisors LLC1,529$229K0.0%-49.5%0.001%
5/4/2026 HBW Advisory Services LLC2,026$304K0.0%-12.0%0.001%
5/4/2026State of Michigan Retirement System36,658$5.50M0.0%-0.5%0.021%


STZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,400 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 ($830.33M), 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 1,120 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 27,899,586 shares in the last 24 months. This purchase volume represents approximately $4.07B in transactions.

Of the 575 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), Aristotle Capital Management LLC ($2.00M), Alliancebernstein L.P. ($1.80M), Vanguard Group Inc. ($1.13M), American Century Companies Inc. ($1.01M), Arrowstreet Capital Limited Partnership ($778.53K), and Royal Bank of Canada ($705.03K).

Institutional investors have sold a total of 23,112,799 shares in the last 24 months. This volume of shares sold represents approximately $3.33B in transactions.



This page (NYSE:STZ) was last updated on 7/20/2026 by MarketBeat.com Staff.
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