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Constellation Brands Ownership | Who Owns Constellation Brands?

OverviewForecastRevenueFinancialsChartTranscripts

Constellation Brands Ownership Summary

Constellation Brands is owned by 79.54% institutional investors, 11.94% insiders, and 8.53% 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 Brands79.54%11.94%8.53%
SectorConsumer Defensive Stocks 49.00%13.00%37.99%
IndustryBeverages - Wineries & Distilleries Stocks 39.37%18.92%41.71%

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
Freshford capital management191.08K8.66%$49.16M
Ilex capital partners (uk) llp255.35K6.73%$65.70M
Bain capital public equity, lp26.29K6.45%$6.76M
Bain capital public equity management ii505.25K5.37%$129.99M
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

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
Junto capital management lp---478.43K
Millennium management13.10K0.00%-449.53K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.90M0.07%1.90M$490.09M
Manning & napier advisors464.06K1.35%464.06K$119.39M
Ilex capital partners (uk) llp255.35K6.73%255.35K$65.70M
Coho partners202.11K1.81%202.11K$52.00M
Citizens financial group inc/ri45.92K0.26%45.92K$11.81M

Sold Out

HolderChange
Financial synergies wealth advisors-3.00
Quest partners-4.00
First pacific financial-7.00
Impact partnership wealth-8.00
Granite fo-8.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 20231,2712.50%143,081,6783.42%781.39%5354.90%464-2.32%

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 Inv5.19M2.86%-16.00K
American Funds American Balanced A4.58M2.52%-788.97K
Vanguard Institutional 500 Index Trust4.10M2.26%-106.40K
American Funds American Mutual A3.36M1.85%156.62K
Capital Group American Mutual Comp3.36M1.85%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
Oct 29, 2024Newlands William A President & CEOSell$1.76M
Oct 16, 2024SANDS ROBERT Sell$1.95M
Oct 16, 2024SANDS ROBERT Sell$11.70M
Oct 16, 2024SANDS ROBERT Sell$15.26M
Oct 16, 2024Robert Sands Master Trust-Sell$11.70M

Insider Transactions Trends

DateBuySell
2024 Q4-8
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 79.54%, followed by 11.94% insiders and 8.52% retail investors. The average institutional ownership in Constellation Brands's industry, Beverages - Wineries & Distilleries Stocks , is 39.37%, 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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