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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/STZ

STZ

STZ — Who Owns This Stock? 13F Breakdown

Constellation Brands Inc-a

+$1.0B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1050

Popularity Rank

#410

Avg Weight

0.14%

Total Value

$22.6B

Ownership Trend

1050 institutions currently hold STZ, with 507 net buyers and 462 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

462

Net Buying Institutions

507

Key Holders

Key Holders

Top 5 by Value

CW
Capital World Investors
$1.8B
BI
BlackRock, Inc.
$1.7B
VC
Vanguard Capital Management LLC
$1.4B
VP
Vanguard Portfolio Management LLC
$1.1B
SS
State Street CORP
$1.1B

Top 5 by Conviction

EC
Empyrean Capital Partners, LP
2.96%
IC
Ilex Capital Partners (UK) LLP
2.33%
GM
Grantham, Mayo, Van Otterloo & Co. LLC
1.54%
H&
Hotchkis & Wiley Capital Management LLC
0.82%
Harris Associates L PHarris Associates L P
0.65%
View all 1050 holding institutions

Across its top 20 institutional holders, STZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$14.7B

Total Buy Value

$8.8B

Total Sell Value

New buy119
Trim352
Add388
Sold out110

507

Net Buyers

462

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Strong institutional accumulation, negligible insider selling points to bullish setup

Signal Basis

Institutional holders increased net positions by $1.03B in the latest quarter, with 507 net buyers vs 462 net sellers; insider activity shows only one small $85K sale in the past 90 days with no buying, offering no meaningful resistance to the institutional flow.

Confirmation

Continued institutional accumulation or any insider buying in the coming quarters would further confirm the bullish trend.

Invalidation Risk

A significant reversal in institutional flows (net selling) or a spike in insider selling would invalidate this bullish view.

AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.

See the institutional 13F filings behind this signal

Smart Money Convergence

STZ does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/STZ

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

May 25
BuySell
ActionInsiderTitleDateValue
SellGlaetzer Samuel JEVP & Pres. Wine and Spirits2026-02-17$85K
SellBourdeau James O.EVP & Chief Legal Officer2025-07-21$139K
BuyChristopher J BaldwinDirector2025-07-08$170K
BuyChristopher J BaldwinDirector2025-07-07$171K
SellGlaetzer Samuel JEVP & Pres. Wine and Spirits2025-05-13$594K
BuyWilliam T GilesDirector2025-01-17$186K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-24
2026-07-24

Constellation Brands shareholders voted to approve an update to the company's long-term stock incentive plan at the annual meeting on July 22, 2026. Key changes include extending the plan through 2036, adding 6 million new shares for future grants, and refining forfeiture and non-compete rules. The board also appointed E. Morgan Flatley to the Human Resources Committee.

View Full Filing (SEC EDGAR)
2026-06-30

Constellation Brands released its financial results for the first fiscal quarter ended May 31, 2026. The company also provided forward-looking guidance, cautioning that actual results could differ materially due to uncertainties. The filing includes non-GAAP measures to help investors understand underlying business trends.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

21036P108, 21036P908, 21036p108

FAQ

Who are the top institutional investors holding CONSTELLATION BRANDS INC-A (STZ)?
Major stakeholders currently include Capital World Investors ($1.8B), BlackRock, Inc. ($1.7B), Vanguard Capital Management LLC ($1.4B). Based on the latest 13F filings, there are a total of 1050 tracked investment funds and institutions maintaining positions in STZ.
What is the overall institutional sentiment toward STZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.0B, driven by 507 managers accumulating shares while 462 reduced their exposure.
Which institutions have been selling or reducing their STZ positions?
In the latest period, 352 funds trimmed their holdings, and 110 managers completely exited their positions. The aggregate reported sell value was $8.8B.
Are there any notable investors adding STZ to their portfolios?
Yes, buying activity remains notable. 119 institutions opened new positions in {ticker}, and 388 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.7B.

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Developer Access

Access STZ's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/STZ

CLI

npx alphasmo stocks get STZ
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