Constellation Brands Ownership | Who Owns Constellation Brands?
Constellation Brands Ownership Summary
Constellation Brands is owned by 0.10% institutional investors, 18.88% insiders, and 81.02% retail investors. Vanguard group is the largest institutional shareholder, holding 8.57% of STZ shares. Capital Group Wash Mutual Invtrs Comp is the top mutual fund, with 3.33% of its assets in Constellation Brands shares.
STZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Constellation Brands | 0.10% | 18.88% | 81.02% |
| Sector | Consumer Defensive Stocks | 35.80% | 15.88% | 48.32% |
| Industry | Beverages - Wineries & Distilleries Stocks | 21.62% | 13.08% | 65.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 15.53M | 8.57% | $3.43B |
| Berkshire hathaway | 12.01M | 6.67% | $2.20B |
| 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 |
| 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 |
|---|---|---|---|
| Coerente capital management | 90.34K | 3.72% | $19.96M |
| 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 |
| Compass wealth management | 37.21K | 1.98% | $8.22M |
| Koa wealth management | 10.54K | 1.90% | $2.33M |
| Ami asset management | 160.40K | 1.89% | $35.45M |
| Robbins farley | 12.97K | 1.77% | $3.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Berkshire hathaway | 12.01M | 0.85% | 6.38M |
| Norges bank | 2.02M | 0.06% | 2.02M |
| Morgan stanley | 8.06M | 0.16% | 1.86M |
| Vanguard group | 15.53M | 0.06% | 1.82M |
| Van eck associates | 924.27K | 0.26% | 876.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 4.13M | 0.17% | -6.04M |
| D1 capital partners | - | - | -1.53M |
| T. rowe price investment management | - | - | -1.34M |
| Darsana capital partners lp | - | - | -1.25M |
| Sculptor capital lp | - | - | -962.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.02M | 0.06% | 2.02M | $445.88M |
| Raymond james financial | 478.58K | 0.04% | 478.58K | $105.77M |
| Ofi invest asset management | 148.32K | 0.75% | 148.32K | $31.66M |
| Quantbot technologies lp | 44.34K | 0.36% | 44.34K | $9.80M |
| Madison investment advisors | 43.40K | 0.11% | 43.40K | $9.59M |
Sold Out
| Holder | Change |
|---|---|
| Nvwm | -1.00 |
| Creekmur asset management | -1.00 |
| Fortis advisors | -1.00 |
| Reston wealth 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 3 | -99.78% | 181,489 | -99.88% | - | 0.00% | 1 | -99.83% | 1 | -99.82% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group Wash Mutual Invtrs Comp | 5.93M | 3.33% | 1.25M |
| American Funds Washington Mutual A | 5.93M | 3.28% | 1.25M |
| American Funds American Balanced A | 5.86M | 3.24% | 2.22M |
| Vanguard US Total Market Shares ETF | 5.19M | 2.87% | -16.00K |
| Vanguard Total Stock Mkt Idx Inv | 4.93M | 2.77% | 73.99K |
| Vanguard Institutional 500 Index Trust | 4.39M | 2.47% | 70.11K |
| Vanguard Mid Cap Index Institutional | 3.34M | 1.88% | 31.99K |
| 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 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2025 | Glaetzer Samuel J | EVP & Pres. Wine and Spirits | Sell | $593.90K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 20 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 5 |
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