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Constellation Brands Ownership | Who Owns Constellation Brands?

OverviewForecastRevenueFinancialsChartTranscripts

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. American Funds Washington Mutual A is the top mutual fund, with 3.28% of its assets in Constellation Brands shares.

STZ Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockConstellation Brands78.86%11.90%9.24%
SectorConsumer Defensive Stocks 51.56%13.97%34.47%
IndustryBeverages - Wineries & Distilleries Stocks 44.61%14.31%41.07%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.76M7.53%$3.54B
Capital investors10.97M6.00%$2.82B
Blackrock10.40M5.69%$2.68B
Capital world investors9.89M5.41%$2.54B
Morgan stanley8.06M4.41%$2.07B
State street6.74M3.69%$1.73B
Jpmorgan chase3.19M1.75%$820.72M
Geode capital management3.17M1.74%$813.73M
Aristotle capital management3.09M1.69%$794.42M
Alliancebernstein2.96M1.62%$760.63M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Darsana capital partners lp1.30M9.14%$334.46M
Sculptor capital lp1.00M4.85%$257.28M
Coerente capital management88.60K4.45%$22.80M
Grand jean capital management49.33K3.16%$12.69M
Savoir faire capital management29.86K2.99%$7.68M
Gibraltar capital management25.61K2.98%$6.59M
Fort pitt capital group357.86K2.80%$92.07M
Wealthbridge investment counsel26.98K2.66%$6.94M
Cox capital mgt16.34K2.54%$4.20M
D1 capital partners574.43K2.49%$147.79M

Top Buyers

HolderShares% AssetsChange
Norges bank1.90M0.07%1.90M
Morgan stanley8.06M0.16%1.86M
Mitsubishi ufj kokusai asset management1.66M0.52%1.47M
Capital world investors9.89M0.41%845.10K
Manning & napier advisors464.06K1.35%464.06K

Top Sellers

HolderShares% AssetsChange
Capital investors10.97M0.58%-715.36K
Invesco2.39M0.13%-578.97K
Elliott investment management---507.00K
Bain capital public equity management ii---505.25K
Junto capital management lp---478.43K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.90M0.07%1.90M$490.09M
Manning & napier advisors464.06K1.35%464.06K$119.39M
Coho partners202.11K1.81%202.11K$52.00M
Citizens financial group inc/ri45.92K0.26%45.92K$11.81M
Corebridge financial39.90K0.06%39.90K$10.27M

Sold Out

HolderChange
Redwood wealth management group-1.00
Fortis advisors-1.00
Creekmur asset management-1.00
Nvwm-1.00
Financial synergies wealth advisors-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,345-2.39%143,475,519-1.64%781.24%574-11.42%5119.66%
Jun 30, 20241,356-0.80%145,363,6390.94%791.29%6360.79%460-3.36%
Mar 31, 20241,3672.01%144,017,1322.08%781.33%631-2.17%4766.49%
Dec 31, 20231,3403.24%141,082,0160.65%761.32%64514.16%447-7.07%
Sep 30, 20231,2982.12%140,177,810-2.03%761.25%5655.61%4813.66%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
American Funds Washington Mutual A5.96M3.28%-392.22K
Capital Group Wash Mutual Invtrs Comp5.96M3.28%-392.22K
Vanguard Total Stock Mkt Idx Inv5.17M2.85%-18.99K
American Funds American Balanced A4.58M2.52%-788.97K
Vanguard Institutional 500 Index Trust4.15M2.29%47.54K
Capital Group American Mutual Comp3.36M1.85%156.62K
American Funds American Mutual A3.36M1.85%156.62K
UBS Tax-Opt Digital Transformation theme2.82M1.55%2.82M
UBS HV Tax-Opt Global Selections - Agg2.82M1.55%2.82M
Morgan Stanley Glbl Franchise2.00M1.10%957.50K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 20, 2024WildStar Partners LLC-Sell$159.06K
Nov 20, 2024SANDS RICHARD Sell$159.06K
Nov 20, 2024SER Business Holdings LP Member of 10% owner groupSell$159.06K
Nov 20, 2024SANDS ROBERT Sell$159.06K
Nov 14, 2024Newlands William A President & CEOSell$6.09M

Insider Transactions Trends

DateBuySell
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 44.61%, 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?

American Funds Washington Mutual A is the top mutual fund holder of Constellation Brands shares, with 3.28% of its total shares outstanding invested in 5.96M Constellation Brands shares.

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