CONSTELLATION BRANDS INC-A (STZ) Institutional Ownership Changes & 13F Activity
CONSTELLATION BRANDS INC-A (STZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Berkshire Hathaway, Citadel Advisors Llc, Balyasny Asset Management L.P., Fmr Llc, and Marshall Wace, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -712 | -4.5% | 15,141 | $2.27M | Q1 2026 | Sep 28, 2026 |
| M&T Bank Corp | Sell | -13,834 | -47.5% | 15,286 | $2.29M | Q1 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Sell | -13 | -37.1% | 22 | $3.30K | Q1 2026 | Aug 28, 2026 |
| Pangea Capital Gestao De Recursos Ltda. | Buy | +2,000 | — | 2,000 | $300.00K | Q1 2026 | Aug 19, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +4,992 | +15.1% | 38,035 | $5.71M | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +1,371 | — | 1,371 | $205.70K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Buy | +69,027 | +16.7% | 482,167 | $72.33M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -10 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 01, 2026 |
| Western Wealth Management, Llc | Buy | +7,519 | — | 7,519 | $1.13M | Q1 2026 | May 19, 2026 |
| Kentucky Retirement Systems | Buy | +4,684 | +51.6% | 13,756 | $968.00K | Q1 2026 | May 19, 2026 |
| Cim Investment Management Inc | Sell | -24 | -0.4% | 5,788 | $868.20K | Q1 2026 | May 19, 2026 |
| Silicon Valley Capital Partners | Buy | +13 | — | 13 | $1.96K | Q1 2026 | May 19, 2026 |
| Mcilrath & Eck, Llc | Buy | +6 | +15.8% | 44 | $6.60K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +121,515 | +9.5% | 1,403,275 | $210.49M | Q1 2026 | May 18, 2026 |
| Amundi | Buy | +54,158 | +15.1% | 412,470 | $61.87M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Sell | -6,042 | -2.4% | 241,545 | $36.23M | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | Buy | +2,225 | — | 2,225 | $333.75K | Q1 2026 | May 18, 2026 |
| Oddo Bhf Asset Management Sas | Buy | +353 | +3.3% | 10,908 | $1.64M | Q1 2026 | May 18, 2026 |
| Capital & Planning, Llc | Buy | +200 | — | 200 | $30.00K | Q1 2026 | May 18, 2026 |
| South Dakota Investment Council | Sell | -189 | -0.1% | 147,538 | $22.13M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -33 | -0.5% | 6,097 | $914.52K | Q1 2026 | May 18, 2026 |
| Parvin Asset Management, Llc | Buy | +5 | +0.1% | 6,149 | $922.35K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +3 | +1.0% | 297 | $44.51K | Q1 2026 | May 18, 2026 |
| Berkshire Hathaway | Sell | -12,367,110 | -95.1% | 632,890 | $94.93M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +2,931,378 | +376.8% | 3,709,323 | $556.40M | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +2,071,989 | +9479.8% | 2,093,846 | $314.08M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +1,093,150 | +27.1% | 5,126,543 | $768.98M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +863,959 | +358.5% | 1,104,981 | $165.75M | Q1 2026 | May 15, 2026 |
| Wellington Management Group Llp | Buy | +612,264 | +10.2% | 6,630,917 | $994.64M | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | Buy | +484,610 | +34.4% | 1,891,885 | $283.78M | Q1 2026 | May 15, 2026 |
Frequently asked questions about STZ activity
Which institutional owners are buying STZ?
Institutional owners buying STZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in STZ activity?
"Buy" means an investor increased their reported position in STZ compared to the prior reporting period. This reflects growing exposure to CONSTELLATION BRANDS INC-A (STZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in STZ increasing?
Institutional interest in STZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related STZ Institutional Insights
- STZ Overview
- STZ 13F Institutional Holders
- STZ Superinvestors
- Consumer Defensive Sector Institutional Ownership
- Consumer Defensive Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Defensive Stocks By Institutional Investors
- Most Sold Consumer Defensive Stocks By Institutional Investors
- STZ Insider Trading & SEC Form 4 Activity
- STZ Articles
- Top Institutional Investor Stock Rankings