Constellation Brands Ownership | Who Owns Constellation Brands?
Constellation Brands Ownership Summary
Constellation Brands is owned by 25.73% institutional investors, 15.34% insiders, and 58.93% retail investors. Vanguard group is the largest institutional shareholder, holding 8.57% of STZ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.87% of its assets in Constellation Brands shares.
STZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Constellation Brands | 25.73% | 15.34% | 58.93% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Beverages - Wineries & Distilleries Stocks | 24.46% | 12.96% | 62.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 15.53M | 8.57% | $3.43B |
| Blackrock funding, inc. /de | 11.09M | 6.12% | $2.45B |
| Blackrock | 10.40M | 5.69% | $2.68B |
| Capital world investors | 9.76M | 5.38% | $2.16B |
| Morgan stanley | 8.06M | 4.41% | $2.07B |
| State street | 6.74M | 3.69% | $1.73B |
| Berkshire hathaway | 5.62M | 3.10% | $1.24B |
| Capital investors | 4.13M | 2.28% | $912.93M |
| Geode capital management | 3.20M | 1.77% | $705.84M |
| Aristotle capital management | 3.09M | 1.69% | $794.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Darsana capital partners lp | 1.25M | 8.41% | $276.25M |
| D1 capital partners | 1.53M | 5.61% | $337.62M |
| Coerente capital management | 90.34K | 3.72% | $19.96M |
| Sculptor capital lp | 962.50K | 2.84% | $212.71M |
| Fort pitt capital group | 357.86K | 2.80% | $92.07M |
| Gibraltar capital management | 26.30K | 2.57% | $5.81M |
| Savoir faire capital management | 55.22K | 2.40% | $4.44M |
| Coho partners | 217.42K | 2.21% | $48.05M |
| Wealthbridge investment counsel | 26.85K | 2.18% | $5.93M |
| 2xideas | 67.44K | 2.17% | $17.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Berkshire hathaway | 5.62M | 0.47% | 5.62M |
| Norges bank | 2.02M | 0.06% | 2.02M |
| Morgan stanley | 8.06M | 0.16% | 1.86M |
| Vanguard group | 15.53M | 0.06% | 1.82M |
| D1 capital partners | 1.53M | 5.61% | 994.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 4.13M | 0.17% | -6.04M |
| Wellington management group llp | 1.97M | 0.08% | -637.23K |
| Jpmorgan chase | 2.65M | 0.04% | -631.03K |
| Franklin resources | 215.47K | 0.01% | -576.01K |
| Elliott investment management | - | - | -507.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Berkshire hathaway | 5.62M | 0.47% | 5.62M | $1.24B |
| Norges bank | 2.02M | 0.06% | 2.02M | $445.88M |
| Raymond james financial | 478.58K | 0.04% | 478.58K | $105.77M |
| Voloridge investment management | 174.03K | 0.14% | 174.03K | $38.46M |
| Ofi invest asset management | 148.32K | 0.75% | 148.32K | $31.66M |
Sold Out
| Holder | Change |
|---|---|
| Reston wealth management | -1.00 |
| Nvwm | -1.00 |
| Creekmur asset management | -1.00 |
| Fortis advisors | -1.00 |
| Redwood wealth management group | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 778 | -42.96% | 46,626,071 | -67.52% | 25 | 0.41% | 311 | -46.38% | 314 | -39.73% |
| Sep 30, 2024 | 1,345 | -2.39% | 143,475,519 | -1.64% | 78 | 1.24% | 574 | -11.42% | 511 | 9.66% |
| Jun 30, 2024 | 1,356 | -0.80% | 145,363,639 | 0.94% | 79 | 1.29% | 636 | 0.79% | 460 | -3.36% |
| Mar 31, 2024 | 1,367 | 2.01% | 144,017,132 | 2.08% | 78 | 1.33% | 631 | -2.17% | 476 | 6.49% |
| Dec 31, 2023 | 1,340 | 3.24% | 141,082,016 | 0.65% | 76 | 1.32% | 645 | 14.16% | 447 | -7.07% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 5.19M | 2.87% | -16.00K |
| Vanguard Total Stock Mkt Idx Inv | 4.86M | 2.69% | 7.18K |
| American Funds Washington Mutual A | 4.69M | 2.59% | -1.27M |
| Capital Group Wash Mutual Invtrs Comp | 4.69M | 2.59% | -1.27M |
| Vanguard Institutional 500 Index Trust | 4.33M | 2.40% | 29.48K |
| American Funds American Balanced A | 3.64M | 2.02% | -940.40K |
| UBS Tax-Opt Digital Transformation theme | 2.82M | 1.55% | 2.82M |
| UBS HV Tax-Opt Global Selections - Agg | 2.82M | 1.55% | 2.82M |
| Morgan Stanley Glbl Franchise | 2.26M | 1.25% | 124.58K |
| MS INVF Global Brands A | 2.26M | 1.25% | -31.73K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 17, 2025 | GILES WILLIAM T | - | Buy | $186.39K |
| Nov 20, 2024 | WildStar Partners LLC | - | Sell | $159.06K |
| Nov 20, 2024 | SANDS RICHARD | Sell | $159.06K | |
| Nov 20, 2024 | SER Business Holdings LP | Member of 10% owner group | Sell | $159.06K |
| Nov 20, 2024 | SANDS ROBERT | Sell | $159.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 20 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 8 |
| 2023 Q4 | - | 10 |
STZ Ownership FAQ
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