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Constellation Brands (STZ) Institutional Ownership

Constellation Brands logo
$130.57 -0.86 (-0.65%)
As of 08/28/2026 03:58 PM Eastern

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)
$7.46B
Number of
Institutional Sellers
(last 12 months)
497
Total
Institutional Outflows
(last 12 months)
$2.67B
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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
8/27/2026 Corient Private Wealth LP15,354$2.14M0.0%-37.2%0.009%
8/26/2026 Wellington Grp LLC4,933$686K0.2%+90.8%0.003%
8/24/2026 California State Teachers Retirement System34,381,935$4.78B0.0%+14,134.2%20.132%
8/23/2026 Studio Investment Management LLC1,450$202K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC2,151$299K0.0%N/A0.001%
8/23/2026 HB Wealth Management LLC10,052$1.40M0.0%-6.9%0.006%
8/22/2026 AlphaGrep UK Ltd1,476$205K0.1%N/A0.001%
8/22/2026 Raiffeisen Bank International AG6,156$859K0.0%+1,689.5%0.004%
8/22/2026 Sapient Capital LLC1,478$206K0.0%-31.6%0.001%
8/22/2026 Knollwood Investment Advisory LLC2,200$306K0.0%-58.2%0.001%
8/22/2026 denkapparat Operations GmbH5,010$697K0.2%-30.4%0.003%
8/22/2026 TD Waterhouse Canada Inc.530$73K0.0%-18.1%0.000%
8/22/2026 Premier Path Wealth Partners LLC3,626$504K0.1%-18.3%0.002%
8/22/2026 Concurrent Investment Advisors LLC27,915$3.88M0.0%+1,613.6%0.016%
8/22/2026 NEOS Investment Management LLC22,685$3.16M0.0%+12.3%0.013%
8/21/2026 Athena Investment Management2,163$301K0.2%-8.3%0.001%
8/21/2026 Continuum Advisory LLC239$33K0.0%N/A0.000%
8/21/2026 Nykredit A S601,676$83.69M0.3%N/A0.352%
8/21/2026 B. Metzler seel. Sohn & Co. AG11,160$1.55M0.0%+253.1%0.007%
8/21/2026 XML Financial LLC3,248$452K0.0%-23.1%0.002%
8/21/2026 Legacy Financial Advisors Inc.2,740$381K0.0%-6.1%0.002%
8/20/2026 Cooper Haims Advisors LLC2,225$309K0.1%-11.7%0.001%
8/20/2026 CMH Wealth Management LLC2,633$366K0.1%-19.0%0.002%
8/20/2026 Quantitative Investment Management LLC14,641$2.04M0.2%-44.7%0.009%
8/20/2026 Ancora Advisors LLC1,780$248K0.0%-11.4%0.001%
8/20/2026 Wedbush Securities Inc.10,617$1.48M0.0%+15.7%0.006%
8/20/2026 Greenleaf Trust2,507$349K0.0%-19.7%0.001%
8/19/2026 New Mexico Educational Retirement Board6,921$963K0.0%+6.1%0.004%
8/19/2026 Wellington Management Group LLP3,817,651$531.00M0.1%-42.4%2.235%
8/19/2026 Archer Investment Corp572$80K0.0%N/A0.000%
8/18/2026 Public Employees Retirement System of Ohio80,471$11.19M0.0%N/A0.047%
8/14/2026 Ancora Advisors LLC1,780$248K0.0%N/A0.001%
8/14/2026 Manning & Napier Advisors LLC5,720$799K0.0%N/A0.003%
8/13/2026 Ally Financial Inc.11,500$1.60M0.2%N/A0.007%
8/12/2026 Shelter Mutual Insurance Co10,300$1.43M0.3%N/A0.006%
8/11/2026 Shelter Ins Retirement Plan5,300$737.18K0.0%N/A0.003%
8/11/2026 Madison Asset Management LLC58,900$8.19M0.1%N/A0.034%
8/10/2026 Great Lakes Advisors LLC7,304$1.02M0.0%N/A0.004%
8/10/2026 Great Lakes Advisors LLC17,722$2.47M0.0%N/A0.010%
8/7/2026 Trust Co. of Vermont1,229$171K0.0%N/A0.001%
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8/7/2026 Plato Investment Management Ltd5,478$757K0.0%N/A0.003%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor227,061$31.58M0.3%N/A0.133%
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%
6/18/2026 Western Wealth Management LLC7,519$1.13M0.0%N/A0.004%
6/18/2026 Pangea Capital Gestao de Recursos Ltda.2,000$300K0.2%N/A0.001%
6/18/2026 Pacer Advisors Inc.746,742$112.01M0.2%-17.8%0.434%
6/8/2026 Pine Valley Investments Ltd Liability Co4,921$738K0.0%-5.6%0.003%
6/3/2026 Parallel Advisors LLC6,896$1.03M0.0%-1.5%0.004%
6/3/2026 NewEdge 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%
5/27/2026 Alpine Woods Capital Investors LLC33,033$4.96M1.2%+14.9%0.019%
5/26/2026 Glenmede Trust Co. NA4,529$679K0.0%+5.7%0.003%
5/22/2026 Groupama Asset Managment19,815$2.97M0.0%+25.4%0.012%
5/22/2026 Wellington Grp LLC2,586$388K0.1%+62.1%0.002%
5/21/2026 Vestor Capital LLC350$53K0.0%-98.5%0.000%
5/19/2026 Western Wealth Management LLC7,519$1.13M0.0%N/A0.004%
5/19/2026 Bank of America Corp DE1,403,275$210.49M0.0%+9.5%0.815%
5/19/2026 Edgestream Partners L.P.2,225$334K0.0%N/A0.001%
5/19/2026 Kentucky Retirement Systems13,756$2.06M0.1%+51.6%0.008%
5/19/2026Janus Henderson Group PLC585,891$87.88M0.0%+5.7%0.340%
5/19/2026 Oddo BHF Asset Management Sas10,908$1.64M0.1%+3.3%0.006%
5/19/2026 South Dakota Investment Council147,538$22.13M0.4%-0.1%0.086%
5/18/2026 Amundi412,470$61.87M0.0%+15.1%0.240%
5/18/2026 EverSource Wealth Advisors LLC2,461$369K0.0%-28.8%0.001%
5/18/2026 California State Teachers Retirement System241,545$36.23M0.0%-2.4%0.140%
5/18/2026 Royal Bank of Canada539,057$80.86M0.0%-17.7%0.313%
5/18/2026 Empowered Funds LLC31,853$4.78M0.0%+434.0%0.018%
5/18/2026 Empyrean Capital Partners LP606,200$90.93M3.0%+3.3%0.352%
5/16/2026 The Manufacturers Life Insurance Company75,915$11.39M0.0%-5.7%0.044%
5/16/2026 Maverick Capital Ltd.2,373$356K0.0%N/A0.001%
5/16/2026 Quantinno Capital Management LP45,695$6.85M0.0%+16.1%0.027%
5/16/2026 Lazard Asset Management LLC3,451$518K0.0%N/A0.002%
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5/15/2026 OMERS ADMINISTRATION Corp7,539$1.13M0.0%+27.9%0.004%
5/15/2026 Waverly Advisors LLC1,752$263K0.0%-15.5%0.001%
5/15/2026 Entropy Technologies LP15,661$2.35M0.1%+43.0%0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund8,824$1.32M0.0%+58.4%0.005%
5/14/2026 Morningstar Investment Management LLC54,523$8.18M0.5%-4.6%0.032%
5/14/2026 Public Employees Retirement System of Ohio82,448$12.37M0.0%+92.8%0.048%
5/14/2026 Compound Planning Inc.1,876$281K0.0%+14.4%0.001%
5/14/2026 Keebeck Wealth Management1,495$224K0.0%-15.1%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership490,146$73.52M0.0%-61.4%0.285%
5/14/2026 Bank of Nova Scotia76,656$11.50M0.0%+62.5%0.045%


STZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,358 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were California State Teachers Retirement System ($4.78B), 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), and Wellington Management Group LLP ($531.00M).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 1,071 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: California State Teachers Retirement System ($34.15M), 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), and Capital International Investors ($2.13M).

Institutional investors have bought a total of 53,831,674 shares in the last 24 months. This purchase volume represents approximately $7.46B in transactions.

Of the 497 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 19,434,122 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.



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 8/27/2026. New 13F filings are added each quarter as they're published.
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