Constellation Brands Inc Class A (STZ) Ownership

256.11 ↑2.03 (0.80%)

As of May 3, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Constellation Brands Inc Class A (STZ), owning a total of 13.2 million shares. Combined, the top 26 institutional holders of STZ own 52.00% of the company with a total of 95.1 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders decreased their combined ownership of STZ by 5.2 million shares. 9 institutions bought 1,286,045 total additional shares and increased their ownership by an average of 6.06%. However 11 institutions sold 6,445,497 total shares and decreased their ownership by an average of 12.85%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Constellation Brands Inc Class A decreased by a net total of -5,159,452 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.245%	-2.424%	13,242,902	-328,933	2023-12-31
BlackRock Inc	5.887%	-2.918%	10,760,817	-323,405	2023-12-31
Capital Research & Mgmt Co - Division 3	4.585%	-7.015%	8,380,540	-632,205	2023-12-31
Capital World Investors	4.550%	0.052%	8,317,120	4,327	2023-12-31
State Street Corporation	3.744%	0.578%	6,844,624	39,346	2023-12-31
Morgan Stanley - Brokerage Accounts	2.335%	5.380%	4,268,396	217,928	2023-12-31
Aristotle Capital Management LLC	1.762%	-4.213%	3,220,406	-141,647	2023-12-31
AllianceBernstein L.P.	1.733%	4.621%	3,167,378	139,904	2023-12-31
Amvescap Plc.	1.718%	3.497%	3,140,763	106,122	2023-12-31
Geode Capital Management, LLC	1.662%	2.263%	3,038,075	67,241	2023-12-31
JPMorgan Chase & Co	1.473%	-5.634%	2,693,364	-160,794	2023-12-31
T. Rowe Price Associates, Inc.	1.352%	-58.482%	2,471,782	-3,481,769	2023-12-31
HHG PLC	1.234%	11.432%	2,255,560	231,403	2023-12-31
Capital Research Global Investors	1.230%	12.896%	2,247,617	256,738	2023-12-31
FMR Inc	1.060%	-8.964%	1,938,011	-190,839	2023-12-31
NORGES BANK	1.004%	13.828%	1,835,963	223,036	2023-12-31
Bank of America Corp	0.972%	-2.778%	1,775,953	-50,745	2023-12-31
Wellington Management Company LLP	0.890%	-36.020%	1,626,605	-915,739	2023-12-31
Royal Bank of Canada	0.862%	-10.165%	1,575,103	-178,218	2023-12-31
Northern Trust Corp	0.798%	-2.749%	1,457,832	-41,203	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.245%	-2.424%	13,242,902	-328,933	2023-12-31
BlackRock Inc	5.887%	-2.918%	10,760,817	-323,405	2023-12-31
Capital Research & Mgmt Co - Division 3	4.585%	-7.015%	8,380,540	-632,205	2023-12-31
Capital World Investors	4.550%	0.052%	8,317,120	4,327	2023-12-31
State Street Corporation	3.744%	0.578%	6,844,624	39,346	2023-12-31
Morgan Stanley - Brokerage Accounts	2.335%	5.380%	4,268,396	217,928	2023-12-31
Aristotle Capital Management LLC	1.762%	-4.213%	3,220,406	-141,647	2023-12-31
AllianceBernstein L.P.	1.733%	4.621%	3,167,378	139,904	2023-12-31
Amvescap Plc.	1.718%	3.497%	3,140,763	106,122	2023-12-31
Geode Capital Management, LLC	1.662%	2.263%	3,038,075	67,241	2023-12-31
Barclays PLC	1.599%	102.395%	2,937,570	1,486,168	2023-06-30
JPMorgan Chase & Co	1.473%	-5.634%	2,693,364	-160,794	2023-12-31
T. Rowe Price Associates, Inc.	1.352%	-58.482%	2,471,782	-3,481,769	2023-12-31
HHG PLC	1.234%	11.432%	2,255,560	231,403	2023-12-31
Capital Research Global Investors	1.230%	12.896%	2,247,617	256,738	2023-12-31
FMR Inc	1.060%	-8.964%	1,938,011	-190,839	2023-12-31
Neuberger Berman Group LLC	1.054%	19.902%	1,931,137	320,544	2022-12-31
NORGES BANK	1.004%	13.828%	1,835,963	223,036	2023-12-31
Bank of America Corp	0.972%	-2.778%	1,775,953	-50,745	2023-12-31
Wellington Management Company LLP	0.890%	-36.020%	1,626,605	-915,739	2023-12-31
Royal Bank of Canada	0.862%	-10.165%	1,575,103	-178,218	2023-12-31
Amundi	0.843%	108.967%	1,554,845	810,781	2022-09-30
American Century Companies Inc	0.828%	-10.251%	1,512,705	-172,778	2023-09-30
ING Investment Management LLC	0.803%	-4.776%	1,480,800	-74,277	2022-06-30
Northern Trust Corp	0.798%	-2.749%	1,457,832	-41,203	2023-12-31
Franklin Resources Inc	0.775%	-1.995%	1,430,031	-29,114	2022-06-30

Mutual Fund Ownership

AF High Growth (AFRIS) is the biggest individual fund holder of Constellation Brands Inc Class A (STZ), owning a total of 8.8 million shares. Combined, the top 34 mutual fund holders of STZ own 44.71% of the company with a total of 81.8 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of STZ by 4.1 million shares. 7 funds bought 4,082,954 total additional shares and increased their ownership by an average of 19.57%. However 2 funds sold 16,043 total shares and decreased their ownership by an average of 0.42%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Constellation Brands Inc Class A increased by a net total of 4,066,911 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Washington Mutual A	2.915%	45.254%	5,328,221	1,660,017	2024-03-31
American Funds American Balanced A	2.896%	40.362%	5,294,135	1,522,363	2024-03-31
Vanguard Institutional 500 Index Trust	2.218%	0.457%	4,054,263	18,444	2024-03-31
American Funds American Mutual A	1.576%	11.642%	2,880,392	300,354	2024-03-31
VA CollegeAmerica Amcap 529A	1.083%	9.962%	1,978,754	179,272	2024-03-31
SPDR® S&P 500 ETF Trust	1.066%	-0.764%	1,948,839	-15,010	2024-03-31
American Funds Invmt Co of Amer A	0.946%	24.573%	1,729,217	341,102	2024-03-31
Vanguard Value Index Inv	0.747%	4.708%	1,365,746	61,402	2024-03-31
American Funds Fundamental Invs A	0.668%	-0.085%	1,220,745	-1,033	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AF High Growth (AFRIS)	4.832%	0.000%	8,833,105	8,833,105	2024-02-29
American Funds Washington Mutual A	2.915%	45.254%	5,328,221	1,660,017	2024-03-31
American Funds American Balanced A	2.896%	40.362%	5,294,135	1,522,363	2024-03-31
Vanguard Total Stock Mkt Idx Inv	2.682%	-0.216%	4,902,403	-10,603	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.642%	1.749%	4,852,595	83,432	2023-03-31
Vanguard Institutional 500 Index Trust	2.218%	0.457%	4,054,263	18,444	2024-03-31
Global Balanced (AFRIS)	2.217%	0.000%	4,052,155	4,052,155	2024-02-29
Vanguard 500 Index Investor	2.119%	0.548%	3,883,566	21,183	2023-08-31
Capital Group Wash Mutual Invtrs Comp	2.007%	0.000%	3,668,204	0	2023-12-31
American Funds American Mutual A	1.576%	11.642%	2,880,392	300,354	2024-03-31
Capital Group American Mutual Comp	1.411%	10.902%	2,580,038	253,624	2023-12-31
VA CollegeAmerica Amcap 529A	1.083%	9.962%	1,978,754	179,272	2024-03-31
SPDR® S&P 500 ETF Trust	1.066%	-0.764%	1,948,839	-15,010	2024-03-31
Fidelity 500 Index	1.060%	1.016%	1,938,422	19,504	2024-02-29
Fidelity® 500 Index	1.028%	0.641%	1,879,655	11,962	2023-11-30
Capital Group AMCAP Composite	0.984%	-23.226%	1,799,482	-544,399	2023-12-31
American Funds Invmt Co of Amer A	0.946%	24.573%	1,729,217	341,102	2024-03-31
iShares Core S&P 500 ETF	0.912%	0.742%	1,667,678	12,288	2024-03-28
Capital Group Investment Co of Amer Comp	0.759%	-1.738%	1,388,115	-24,553	2023-12-31
Vanguard Value Index Inv	0.747%	4.708%	1,365,746	61,402	2024-03-31
T. Rowe Price US Growth Stock Composite	0.712%	3.269%	1,302,091	41,217	2023-09-30
T. Rowe Price Growth Stock	0.712%	3.269%	1,302,091	41,217	2023-09-30
Neuberger Berman Large Cap Value Inv	0.681%	17.617%	1,247,593	186,868	2022-12-31
Capital Group Fundamental Invtrs Comp	0.668%	-4.464%	1,221,778	-57,085	2023-12-31
American Funds Fundamental Invs A	0.668%	-0.085%	1,220,745	-1,033	2024-03-31
American Century US Premier Lg Cp Gr	0.651%	-5.542%	1,193,000	-70,000	2023-03-31
American Century Ultra® Inv	0.651%	-5.542%	1,193,000	-70,000	2023-03-31
Consumer Staples Select Sector SPDR® ETF	0.600%	-0.496%	1,096,346	-5,460	2024-02-29
Vanguard Institutional Index I	0.583%	-0.348%	1,064,758	-3,720	2024-02-29
Janus Henderson US Research Growth Eq	0.567%	-1.760%	1,045,698	-18,737	2022-09-30
Janus Henderson Research D	0.567%	-1.760%	1,045,698	-18,737	2022-09-30
Capital Group Growth Fnd of Amer Comp	0.539%	0.000%	985,606	0	2023-12-31
American Funds Growth Fund of Amer A	0.539%	0.000%	985,606	0	2023-12-31
Vanguard US Growth Investor	0.466%	0.000%	860,527	0	2022-10-31