Constellation Brands Ownership | Who Owns Constellation Brands?

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Constellation Brands Ownership Summary

Constellation Brands is owned by 78.86% institutional investors, 11.90% insiders, and 9.24% retail investors. Vanguard group is the largest institutional shareholder, holding 7.53% of STZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.68% of its assets in Constellation Brands shares.

STZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Constellation Brands	78.86%	11.90%	9.24%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Beverages - Wineries & Distilleries Stocks	37.11%	12.06%	50.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	13.76M	7.53%	$3.54B
Capital investors	10.97M	6.00%	$2.82B
Blackrock	10.40M	5.69%	$2.68B
Capital world investors	9.89M	5.41%	$2.54B
Morgan stanley	8.06M	4.41%	$2.07B
State street	6.74M	3.69%	$1.73B
Jpmorgan chase	3.19M	1.75%	$820.72M
Geode capital management	3.17M	1.74%	$813.73M
Aristotle capital management	3.09M	1.69%	$794.42M
Alliancebernstein	2.96M	1.62%	$760.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Darsana capital partners lp	1.30M	9.14%	$334.46M
Sculptor capital lp	1.00M	4.85%	$257.28M
Coerente capital management	88.60K	4.45%	$22.80M
Grand jean capital management	49.33K	3.16%	$12.69M
Savoir faire capital management	29.86K	2.99%	$7.68M
Gibraltar capital management	25.61K	2.98%	$6.59M
Fort pitt capital group	357.86K	2.80%	$92.07M
D1 capital partners	574.43K	2.49%	$147.79M
Addison capital	21.38K	2.39%	$5.50M
Ami asset management	171.56K	2.38%	$44.14M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.90M	0.07%	1.90M
Morgan stanley	8.06M	0.16%	1.86M
Mitsubishi ufj kokusai asset management	1.66M	0.52%	1.47M
Capital world investors	9.89M	0.41%	845.10K
Jpmorgan chase	3.19M	0.07%	347.60K

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	10.97M	0.58%	-715.36K
Invesco	2.39M	0.13%	-578.97K
Elliott investment management	-	-	-507.00K
Bain capital public equity management ii	-	-	-505.25K
Junto capital management lp	-	-	-478.43K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.90M	0.07%	1.90M	$490.09M
Coho partners	202.11K	1.81%	202.11K	$52.00M
Citizens financial group inc/ri	45.92K	0.26%	45.92K	$11.81M
Corebridge financial	39.90K	0.06%	39.90K	$10.27M
Empirical asset management	39.79K	0.02%	39.79K	$47.95K

Sold Out

Holder	Change
Nvwm	-1.00
Fortis advisors	-1.00
Reston wealth management	-1.00
Creekmur asset management	-1.00
Redwood wealth management group	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	1,298	2.12%	140,177,810	-2.03%	76	1.25%	565	5.61%	481	3.66%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.85M	2.68%	-308.00K
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	4.23M	2.34%	15.19K
American Funds American Balanced A	3.64M	2.02%	-940.40K
UBS HV Tax-Opt Global Selections - Agg	2.82M	1.55%	2.82M
UBS Tax-Opt Digital Transformation theme	2.82M	1.55%	2.82M
MS INVF Global Brands A	2.13M	1.17%	193.62K
Morgan Stanley Glbl Franchise	2.13M	1.17%	130.34K
SPDR® S&P 500® ETF Trust	1.96M	1.08%	14.72K

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

Who Owns Constellation Brands?

Constellation Brands shareholders are primarily institutional investors at 78.86%, followed by 11.90% insiders and 9.24% retail investors. The average institutional ownership in Constellation Brands's industry, Beverages - Wineries & Distilleries Stocks , is 37.11%, which Constellation Brands exceeds.

Who owns the most shares of Constellation Brands?

Constellation Brands’s largest shareholders are Vanguard group (13.76M shares, 7.53%), Capital investors (10.97M shares, 6.00%), and Blackrock (10.4M shares, 5.69%). Together, they hold 19.22% of Constellation Brands’s total shares outstanding.

Does Blackrock own Constellation Brands?

Yes, BlackRock owns 5.69% of Constellation Brands, totaling 10.4M shares as of Jun 2024. This represents 0.06% of BlackRock's total assets, with a market value of 2.68B$. In the last quarter, BlackRock increased its holdings by 171.03K shares, a 1.67% change.

Who is Constellation Brands’s biggest shareholder by percentage of total assets invested?

Darsana capital partners lp is Constellation Brands’s biggest shareholder by percentage of total assets invested, with 9.14% of its assets in 1.3M Constellation Brands shares, valued at 334.46M$.

Who is the top mutual fund holder of Constellation Brands shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Constellation Brands shares, with 2.68% of its total shares outstanding invested in 4.85M Constellation Brands shares.

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