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Constellation Brands (STZ) Institutional Ownership

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$186.58 +3.55 (+1.94%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$185.58 -1.01 (-0.54%)
As of 04/17/2025 06:13 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)
796
Total
Institutional Inflows
(last 12 months)
$6.75B
Number of
Institutional Sellers
(last 12 months)
648
Total
Institutional Outflows
(last 12 months)
$3.99B
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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
4/18/2025 Clarius Group LLC1,302$239K0.0%N/A0.001%
4/18/2025 Birch Hill Investment Advisors LLC14,205$2.61M0.1%-90.4%0.008%
4/18/2025 CENTRAL TRUST Co12,758$2.34M0.1%-6.5%0.007%
4/18/2025 Rakuten Securities Inc.181$33K0.0%+805.0%0.000%
4/18/2025 Insigneo Advisory Services LLC1,109$203K0.0%N/A0.001%
4/17/2025 WD Rutherford LLC2,417$444K0.2%-76.3%0.001%
4/17/2025 Inscription Capital LLC1,825$335K0.1%N/A0.001%
4/17/2025 Grove Bank & Trust3,369$618K0.1%+28.7%0.002%
4/17/2025 Grimes & Company Inc.31,277$5.74M0.2%+13.3%0.017%
4/17/2025 Janney Montgomery Scott LLC105,067$19.28M0.1%-23.9%0.058%
4/17/2025 Pflug Koory LLC5,314$975K0.5%-1.2%0.003%
4/17/2025 Bank Pictet & Cie Europe AG2,864$526K0.0%-53.0%0.002%
4/17/2025 Mn Services Vermogensbeheer B.V.59,500$10.92M0.1%-7.2%0.033%
4/17/2025 North Star Investment Management Corp.919$169K0.0%-26.4%0.001%
4/17/2025 Exchange Traded Concepts LLC1,682$309K0.0%-69.5%0.001%
4/17/2025 Cornell Pochily Investment Advisors Inc.5,147$945K0.3%-1.6%0.003%
4/17/2025 Prentice Wealth Management LLC3,109$571K0.2%-7.7%0.002%
4/17/2025 Aries Wealth Management2,819$517K0.1%+5.7%0.002%
4/17/2025 Dynamic Advisor Solutions LLC7,290$1.34M0.0%-13.1%0.004%
4/17/2025 Dohj LLC7,016$1.29M0.3%+1.7%0.004%
4/16/2025 Everpar Advisors LLC1,895$348K0.2%-26.0%0.001%
4/16/2025 Byrne Asset Management LLC4,447$816K0.6%-3.2%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC212,324$38.97M0.1%-23.8%0.117%
4/16/2025 Stock Yards Bank & Trust Co.101,552$18.64M0.7%+17.2%0.056%
4/16/2025 HMV Wealth Advisors LLC1,204$221K0.2%-45.7%0.001%
4/16/2025 Salem Investment Counselors Inc.522$96K0.0%-97.7%0.000%
4/16/2025 Stanley Laman Group Ltd.1,272$233K0.0%N/A0.001%
4/16/2025 Liberty Capital Management Inc.21,948$4.03M0.9%-3.2%0.012%
4/16/2025 Fort Washington Investment Advisors Inc. OH221,190$40.59M0.2%+3.2%0.122%
4/16/2025 West Oak Capital LLC7,958$1.46M0.6%+3.6%0.004%
4/16/2025 Neumann Capital Management LLC5,137$943K0.3%+8.4%0.003%
4/15/2025 Sapient Capital LLC1,907$350K0.0%-17.7%0.001%
4/15/2025 Define Financial LLC1,960$364K0.3%-9.0%0.001%
4/15/2025 GPS Wealth Strategies Group LLC1,411$259K0.0%-14.8%0.001%
4/15/2025 Fifth Third Bancorp30,272$5.56M0.0%-70.4%0.017%
4/15/2025 Capital Advisors Ltd. LLC315$58K0.0%-15.3%0.000%
4/15/2025 Coerente Capital Management107,400$19.71M3.8%+18.9%0.059%
4/15/2025 Chris Bulman Inc1,165$214K0.1%N/A0.001%
4/15/2025 Alpha Omega Wealth Management LLC11,027$2.02M0.4%-32.7%0.006%
4/15/2025 Laurel Wealth Advisors LLC175$32K0.0%N/A0.000%
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4/15/2025 Focus Financial Network Inc.1,468$269K0.0%-11.5%0.001%
4/15/2025 CX Institutional1,317$242K0.0%N/A0.001%
4/15/2025 Assenagon Asset Management S.A.7,822$1.44M0.0%-94.3%0.004%
4/15/2025 Integrated Advisors Network LLC1,217$223K0.0%N/A0.001%
4/15/2025 Sanibel Captiva Trust Company Inc.27,300$5.01M0.2%+66.9%0.015%
4/15/2025 Parsons Capital Management Inc. RI21,262$3.90M0.2%+595.5%0.012%
4/15/2025 GAMMA Investing LLC2,159$396K0.0%-58.0%0.001%
4/15/2025 Wealthcare Advisory Partners LLC1,881$345K0.0%-55.2%0.001%
4/14/2025 Yousif Capital Management LLC16,812$3.09M0.0%-17.1%0.009%
4/14/2025 Harbor Capital Advisors Inc.3,051$560K0.0%+36.4%0.002%
4/14/2025 Regatta Capital Group LLC1,706$313K0.1%+85.4%0.001%
4/14/2025 Pallas Capital Advisors LLC1,366$251K0.0%N/A0.001%
4/14/2025 Farther Finance Advisors LLC2,069$382K0.0%+179.2%0.001%
4/14/2025 City Holding Co.10,999$2.02M0.3%-19.3%0.006%
4/14/2025 Daymark Wealth Partners LLC1,497$275K0.0%-71.6%0.001%
4/14/2025 Toth Financial Advisory Corp15,195$2.79M0.3%-19.7%0.008%
4/14/2025 Courier Capital LLC1,094$201K0.0%N/A0.001%
4/14/2025 Wesbanco Bank Inc.39,125$7.18M0.2%+1.2%0.022%
4/14/2025 Bangor Savings Bank8,020$1.47M0.1%-5.7%0.004%
4/14/2025 Park Avenue Securities LLC3,918$719K0.0%-29.9%0.002%
4/14/2025 OLD National Bancorp IN3,848$706K0.0%-52.2%0.002%
4/14/2025 Barden Capital Management Inc.5,835$1.07M1.0%+4.7%0.003%
4/14/2025 Miracle Mile Advisors LLC9,762$1.79M0.0%-49.1%0.005%
4/14/2025 RDA Financial Network1,533$281K0.1%-6.6%0.001%
4/14/2025 Wedmont Private Capital1,246$231K0.0%-53.4%0.001%
4/14/2025 UMB Bank n.a.3,067$563K0.0%-45.4%0.002%
4/11/2025 Piscataqua Savings Bank3,720$683K0.6%+1.7%0.002%
4/11/2025 WealthBridge Investment Counsel Inc.25,745$4.73M1.7%-4.1%0.014%
4/11/2025 Princeton Global Asset Management LLC375$69K0.0%-21.1%0.000%
4/11/2025 Gateway Investment Advisers LLC81,356$14.93M0.2%+3,466.7%0.045%
4/11/2025 Blue Zone Wealth Advisors LLC22,079$4.05M1.1%+10.4%0.012%
4/11/2025 Independence Bank of Kentucky595$109K0.0%-84.3%0.000%
4/11/2025 Radnor Capital Management LLC7,558$1.39M0.2%+7.1%0.004%
4/11/2025 Eagle Rock Investment Company LLC16,584$3.04M0.5%N/A0.009%
4/11/2025 Procyon Advisors LLC2,394$439K0.0%+30.5%0.001%
4/11/2025 Stablepoint Partners LLC7,341$1.35M0.2%+46.8%0.004%
4/11/2025 Oak Asset Management LLC18,211$3.34M1.2%+3.4%0.010%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.904$166K0.0%+55.3%0.001%
4/10/2025 Grassi Investment Management40,989$7.52M0.7%-10.6%0.023%
4/10/2025 Secure Asset Management LLC1,353$248K0.0%-81.9%0.001%
4/10/2025 Iams Wealth Management LLC2,259$415K0.2%+50.8%0.001%
4/10/2025 Triangle Securities Wealth Management7,110$1.31M0.3%-7.9%0.004%
4/9/2025 Sentry Investment Management LLC465$80K0.1%-23.0%0.000%
4/9/2025 Fulton Bank N.A.12,789$2.35M0.1%-15.4%0.007%
4/9/2025 HBW Advisory Services LLC2,830$519K0.1%+23.5%0.002%
4/9/2025 Merit Financial Group LLC3,110$571K0.0%+36.9%0.002%
4/9/2025 Harbor Investment Advisory LLC777$143K0.0%-60.7%0.000%
4/9/2025 Gradient Investments LLC60,375$11.08M0.2%+7.8%0.033%
4/9/2025 LVW Advisors LLC1,783$327K0.0%-12.0%0.001%
4/9/2025 NBC Securities Inc.1,434$263K0.0%+143,300.0%0.001%
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4/9/2025 Douglas Lane & Associates LLC139,622$25.62M0.4%-12.0%0.077%
4/9/2025 American National Bank & Trust4,200$771K0.1%-11.9%0.002%
4/9/2025 Czech National Bank35,694$6.55M0.1%+5.4%0.020%
4/8/2025 Rhumbline Advisers302,958$55.60M0.1%-0.7%0.168%
4/8/2025 Fifth Third Wealth Advisors LLC4,213$773K0.0%+28.4%0.002%
4/8/2025 Ables Iannone Moore & Associates Inc.10,048$1.84M1.3%+15.2%0.006%
4/8/2025 Atlas Brown Inc.3,481$639K0.2%+5.1%0.002%
4/8/2025 Doliver Advisors LP2,513$461K0.1%+59.8%0.001%
4/8/2025 Parallel Advisors LLC11,484$2.11M0.0%-32.1%0.006%
4/7/2025 GAMMA Investing LLC396,220$72.71M0.0%+7,602.6%0.219%
(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, 1,431 institutional investors and hedge funds held shares of Constellation Brands. The most heavily invested institutionals were Vanguard Group Inc. ($3.43B), 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 Geode Capital Management LLC ($705.84M).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 1,192 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), Capital International Investors ($4.72M), Price T Rowe Associates Inc. MD ($3.96M), Norges Bank ($3.85M), Vanguard Group Inc. ($2.31M), and Van ECK Associates Corp ($1.41M).

How much institutional buying is happening at Constellation Brands?

Institutional investors have bought a total of 58,160,460 shares in the last 24 months. This purchase volume represents approximately $13.89B in transactions.

Which Constellation Brands major shareholders have been selling company stock?

Of the 908 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 ($6.68M), Wellington Management Group LLP ($3.09M), FMR LLC ($2.67M), Barclays PLC ($2.00M), Franklin Resources Inc. ($1.16M), Boston Partners ($1.11M), and Nomura Holdings Inc. ($850.33K).

How much institutional selling is happening at Constellation Brands?

Institutional investors have sold a total of 34,061,224 shares in the last 24 months. This volume of shares sold represents approximately $8.00B in transactions.



This page (NYSE:STZ) was last updated on 4/19/2025 by MarketBeat.com Staff
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