Constellation Brands (STZ) Institutional Ownership

$260.70
+2.34 (+0.91%)
(As of 05/9/2024 ET)

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

Current
Institutional Ownership
Percentage
77.34%
Number of
Institutional Buyers
(last 12 months)
794
Total
Institutional Inflows
(last 12 months)
$7.04B
Number of
Institutional Sellers
(last 12 months)
592
Total
Institutional Outflows
(last 12 months)
$3.93B
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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
5/10/2024Tocqueville Asset Management L.P.70,862$19.26M0.3%+0.7%0.039%
5/10/2024J.Safra Asset Management Corp488$133K0.0%+27.1%0.000%
5/10/2024Nwam LLC750$201K0.0%N/A0.000%
5/10/2024Trust Investment Advisors5,322$1.45M1.0%-3.0%0.003%
5/9/2024Barden Capital Management Inc.4,905$1.33M1.3%-18.2%0.003%
5/9/2024Dorsey & Whitney Trust CO LLC1,018$277K0.0%-17.8%0.001%
5/9/2024ProVise Management Group LLC795$216K0.0%N/A0.000%
5/9/2024Orion Portfolio Solutions LLC3,676$999K0.0%+1.1%0.002%
5/9/2024Blair William & Co. IL26,284$7.14M0.0%-1.9%0.014%
5/9/2024Maple Capital Management Inc.51,049$13.87M1.3%-7.1%0.028%
5/9/2024HBK Sorce Advisory LLC8,130$2.21M0.1%+4.4%0.004%
5/9/2024Kingsview Wealth Management LLC6,298$1.71M0.0%-1.5%0.003%
5/9/2024Condor Capital Management7,721$2.10M0.2%-2.9%0.004%
5/9/2024 Alpha Family Trust750$204K0.1%N/A0.000%
5/9/2024Planning Directions Inc.1,572$427K0.3%-16.3%0.001%
5/9/2024TBH Global Asset Management LLC10,458$2.84M0.6%+4.1%0.006%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.189,993$51.63M0.1%+20.3%0.104%
5/9/2024Fortis Capital Advisors LLC2,147$583K0.2%N/A0.001%
5/9/2024Roanoke Asset Management Corp NY2,650$720K0.2%+3.9%0.001%
5/9/2024State Board of Administration of Florida Retirement System165,175$44.89M0.1%-3.9%0.090%
5/9/2024Koshinski Asset Management Inc.1,109$301K0.0%-13.0%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.40,095$10.90M0.0%+27.2%0.022%
5/8/2024Entropy Technologies LP7,903$2.15M0.2%-64.5%0.004%
5/8/2024Edmond DE Rothschild Holding S.A.19,773$5.37M0.1%+1,464.3%0.011%
5/8/2024Bleakley Financial Group LLC2,869$780K0.0%+5.7%0.002%
5/8/2024Neumann Capital Management LLC4,557$1.24M0.4%-8.1%0.002%
5/8/2024ProShare Advisors LLC20,176$5.48M0.0%-2.9%0.011%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS35,314$9.60M0.1%-0.2%0.019%
5/8/2024Avantax Advisory Services Inc.29,095$7.91M0.1%-0.8%0.016%
5/8/2024US Bancorp DE84,399$22.94M0.0%-5.2%0.046%
5/8/2024Addison Capital Co21,099$5.73M2.8%+3.5%0.012%
5/8/2024Russell Investments Group Ltd.58,814$15.99M0.0%+14.3%0.032%
5/8/2024 Roffman Miller Associates Inc. PA32,136$8.73M0.6%+0.3%0.018%
5/8/2024 QRG Capital Management Inc.3,265$887K0.0%+12.4%0.002%
5/8/2024 Tranquility Partners LLC3,806$1.03M0.4%+21.5%0.002%
5/8/2024 Williams Jones Wealth Management LLC.6,303$1.71M0.0%-3.3%0.003%
5/8/2024 Delta Financial Advisors LLC4,756$1.29M0.5%+13.6%0.003%
5/8/2024 Thoroughbred Financial Services LLC2,028$551K0.1%-40.9%0.001%
5/7/2024 Meeder Advisory Services Inc.2,887$785K0.1%+1.6%0.002%
5/7/2024 NorthRock Partners LLC1,957$532K0.0%+15.4%0.001%
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5/7/2024 Sfmg LLC3,345$909K0.1%-6.4%0.002%
5/7/2024 WNY Asset Management LLC850$231K0.0%-19.0%0.000%
5/7/2024 Sei Investments Co.176,403$47.94M0.1%+4.1%0.096%
5/7/2024 Concurrent Investment Advisors LLC886$241K0.0%-78.7%0.000%
5/7/2024 Atomi Financial Group Inc.889$242K0.0%N/A0.000%
5/7/2024 Anchor Capital Advisors LLC1,178$320K0.0%-67.4%0.001%
5/7/2024 Montag A & Associates Inc.3,169$861K0.0%-53.0%0.002%
5/7/2024 WealthPLAN Partners LLC15,881$4.32M0.4%+9.0%0.009%
5/7/2024 KCM Investment Advisors LLC3,325$904K0.0%+15.9%0.002%
5/7/2024 Tectonic Advisors LLC3,130$851K0.1%+7.8%0.002%
5/7/2024 Swiss National Bank492,600$133.87M0.1%-4.7%0.269%
5/7/2024 Forsta AP Fonden31,900$8.67M0.1%+8.9%0.017%
5/7/2024 Zevenbergen Capital Investments LLC6,870$1.87M0.0%-3.3%0.004%
5/7/2024 Gibraltar Capital Management Inc.22,396$6.09M2.8%-4.5%0.012%
5/7/2024 Oppenheimer Asset Management Inc.7,208$1.96M0.0%-4.5%0.004%
5/7/2024 PFG Advisors1,212$329K0.0%+17.4%0.001%
5/7/2024 Oppenheimer & Co. Inc.8,385$2.28M0.0%-15.8%0.005%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management799$217K0.0%N/A0.000%
5/7/2024 Obermeyer Wood Investment Counsel Lllp1,874$509K0.0%+3.4%0.001%
5/7/2024 Brooklyn Investment Group1,616$430K0.2%-3.2%0.001%
5/7/2024 Insight Advisors LLC PA744$202K0.0%N/A0.000%
5/7/2024 Empowered Funds LLC3,316$901K0.0%+71.0%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.21,168$5.75M0.0%+13.6%0.012%
5/6/2024 Ballast Inc.850$231K0.1%-46.8%0.000%
5/6/2024 Advisory Services Network LLC11,514$3.13M0.1%+10.1%0.006%
5/6/2024 Financial Council LLC803$218K0.1%N/A0.000%
5/6/2024 Cohen Capital Management Inc.45,323$12.32M2.2%+0.4%0.025%
5/6/2024 First Long Island Investors LLC24,320$6.61M0.6%+1.1%0.013%
5/6/2024 Texas Permanent School Fund Corp33,251$9.04M0.1%-0.4%0.018%
5/4/2024 Howland Capital Management LLC141,314$38.40M1.9%+3.0%0.077%
5/4/2024 9258 Wealth Management LLC802$218K0.0%N/A0.000%
5/4/2024 Team Hewins LLC1,744$474K0.1%+6.0%0.001%
5/3/2024 Essex Investment Management Co. LLC3,582$973K0.2%-40.3%0.002%
5/3/2024 Mediolanum International Funds Ltd31,443$8.55M0.1%N/A0.017%
5/3/2024 Chevy Chase Trust Holdings LLC91,215$24.79M0.1%-1.1%0.050%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S3,055$830K0.0%-70.7%0.002%
5/3/2024 United Community Bank588$160K0.1%+14.6%0.000%
5/3/2024 Smith Salley Wealth Management60,884$16.55M1.3%-22.4%0.033%
5/3/2024 Whittier Trust Co. of Nevada Inc.1,045$284K0.0%+69.4%0.001%
5/2/2024 Salomon & Ludwin LLC174$47K0.0%+77.6%0.000%
5/2/2024 First Command Advisory Services Inc.3,696$1.00M0.0%-9.7%0.002%
5/2/2024 Mutual of America Capital Management LLC33,900$9.21M0.1%-8.9%0.019%
5/2/2024 Daiwa Securities Group Inc.16,147$4.39M0.0%+8.5%0.009%
5/2/2024 Nordea Investment Management AB7,801$2.11M0.0%-3.0%0.004%
5/2/2024 Gilbert & Cook Inc.5,154$1.40M0.2%+1.6%0.003%
5/2/2024 Bryn Mawr Capital Management LLC36,691$9.97M0.5%+11.9%0.020%
5/2/2024 Fidelis Capital Partners LLC164$45K0.0%N/A0.000%
5/2/2024 BNP Paribas5,092$1.38M0.1%N/A0.003%
5/2/2024 Choreo LLC2,539$690K0.0%+5.3%0.001%
5/2/2024 Tobam778$211K0.0%-15.2%0.000%
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5/2/2024 CNB Bank2,982$810K0.4%+13.1%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.3,950$1.07M0.1%+6.5%0.002%
5/2/2024 Hunter Associates Investment Management LLC4,574$1.24M0.2%+16.7%0.003%
5/1/2024 Schear Investment Advisers LLC2,737$744K0.6%+8.5%0.001%
5/1/2024 Connecticut Wealth Management LLC822$223K0.0%-7.1%0.000%
5/1/2024 Blackhawk Capital Partners LLC.2,955$803K0.5%+8.8%0.002%
5/1/2024 1834 Investment Advisors Co.1,180$321K0.0%+24.1%0.001%
5/1/2024 Janney Montgomery Scott LLC115,057$31.27M0.1%+0.3%0.063%
5/1/2024 Oak Ridge Investments LLC22,781$6.19M0.6%+5.6%0.012%
5/1/2024 Ascent Wealth Partners LLC5,599$1.47M0.2%+40.7%0.003%
(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, 1,366 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 1,145 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 44,134,623 shares in the last 24 months. This purchase volume represents approximately $10.54B in transactions.

Which Constellation Brands major shareholders have been selling company stock?

Of the 867 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 26,869,180 shares in the last 24 months. This volume of shares sold represents approximately $6.40B in transactions.


This page (NYSE:STZ) was last updated on 5/10/2024 by MarketBeat.com Staff

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