STZ Institutional Ownership
Constellation Brands, Inc.
1W: -1.6%
1M: +15.7%
3M: -0.1%
YTD: -5.5%
1Y: -3.7%
3Y: -39.5%
5Y: -33.7%
$130.63
-4.99 (-3.68%)
Weekly Expected Move ±3.8%
$128
$133
$139
$144
$149
Credit Risk of going bust: lower than 61% of companies Debt: 31.8% of company value Bonds: $239.7M held by 334 funds, 67 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $4.07 (down 97%), Constellation Brands, Inc. would be worth roughly what it owes.
Total debt $10.32B against a stock market value of $22.11B.
Distance to default 6.33 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $5.77B (short-term plus half of long-term), stock volatility 31.2%; Altman Z 2.76. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $4.07 (down 97%), Constellation Brands, Inc. would be worth roughly what it owes.
Total debt $10.32B against a stock market value of $22.11B.
Distance to default 6.33 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $5.77B (short-term plus half of long-term), stock volatility 31.2%; Altman Z 2.76. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — STZ
1,153
Institutional Holders
-15 vs prior quarter
0.0%
Ownership
+0.00pp
$20B
Total Invested
113
New Positions
294
Increased
570
Reduced
113
Closed
1.06
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1248 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,539,924 | $1.5B | +420,325 | +3.8% | 8Q | SEC ↗ |
| 2 | Capital World Investors | 11,208,782 | $1.5B | -997,711 | -8.2% | 45Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 9,337,443 | $1.2B | +261,427 | +2.9% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,835,510 | $1.0B | +320,308 | +4.3% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 6,788,959 | $887M | -236,750 | -3.4% | 46Q | SEC ↗ |
| 6 | FMR LLC | 4,600,566 | $601M | -525,977 | -10.3% | 103Q | SEC ↗ |
| 7 | Grantham, Mayo, Van Otterloo & Co. LLC | 3,998,425 | $522M | -27,355 | -0.7% | 21Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3,820,120 | $499M | +11,231 | +0.3% | 92Q | SEC ↗ |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 3,817,651 | $499M | -2,813,266 | -42.4% | 42Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 3,460,678 | $452M | +52,747 | +1.5% | 16Q | SEC ↗ |
| 11 | HARRIS ASSOCIATES L P | 3,097,056 | $405M | -136,211 | -4.2% | 6Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 2,816,205 | $368M | -893,118 | -24.1% | 4Q | SEC ↗ |
| 13 | Point72 Asset Management, L.P. | 2,463,367 | $322M | +571,482 | +30.2% | 4Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 2,412,424 | $315M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,412,424 | $315M | +179,829 | +8.1% | 15Q | SEC ↗ |
| 16 | MORGAN STANLEY | 2,405,508 | $314M | -134,157 | -5.3% | 60Q | SEC ↗ |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 2,391,780 | $312M | +627,349 | +35.6% | 5Q | SEC ↗ |
| 18 | Invesco Ltd. | 2,365,522 | $309M | +468,849 | +24.7% | 87Q | SEC ↗ |
| 19 | VAN ECK ASSOCIATES CORP | 2,161,462 | $282M | -184,459 | -7.9% | 15Q | SEC ↗ |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 2,070,486 | $270M | +1,731,117 | +510.1% | 55Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 1,879,479 | $246M | +1,872,039 | +25161.8% | 46Q | SEC ↗ |
| 22 | NORGES BANK NEW | 1,790,314 | $234M | — | +0.0% | 1Q | SEC ↗ |
| 23 | DIMENSIONAL FUND ADVISORS LP | 1,552,209 | $203M | -274,443 | -15.0% | 101Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 1,498,898 | $196M | +162,021 | +12.1% | 15Q | SEC ↗ |
| 25 | Jupiter Topco LLC NEW | 1,494,348 | $195M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Balyasny Asset Management L.P. | 1,331,412 | $174M | -762,434 | -36.4% | 14Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 1,261,544 | $165M | -52,413 | -4.0% | 103Q | SEC ↗ |
| 28 | Amundi | 1,234,896 | $161M | +822,426 | +199.4% | 21Q | SEC ↗ |
| 29 | Qube Research & Technologies Ltd NEW | 1,136,536 | $148M | — | +0.0% | 1Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 1,091,904 | $143M | -311,371 | -22.2% | 15Q | SEC ↗ |
| 31 | UBS Group AG | 1,079,537 | $141M | -65,803 | -5.7% | 47Q | SEC ↗ |
| 32 | DEUTSCHE BANK AG | 1,074,160 | $140M | +70,293 | +7.0% | 52Q | SEC ↗ |
| 33 | MILLENNIUM MANAGEMENT LLC | 976,912 | $128M | +733,422 | +301.2% | 29Q | SEC ↗ |
| 34 | NORDEA INVESTMENT MANAGEMENT AB | 941,652 | $123M | +48,054 | +5.4% | 83Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 937,987 | $123M | -104,664 | -10.0% | 76Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 918,529 | $120M | -95,659 | -9.4% | 103Q | SEC ↗ |
| 37 | UBS AM, a distinct business unit of UB | 888,821 | $116M | +7,251 | +0.8% | 63Q | SEC ↗ |
| 38 | MARSHALL WACE, LLP | 883,065 | $115M | -221,916 | -20.1% | 29Q | SEC ↗ |
| 39 | Capital International Investors | 834,601 | $109M | -784,562 | -48.5% | 25Q | SEC ↗ |
| 40 | Legal & General Group Plc | 806,199 | $105M | -37,516 | -4.4% | 27Q | SEC ↗ |
| 41 | LSV ASSET MANAGEMENT | 804,160 | $105M | +137,880 | +20.7% | 4Q | SEC ↗ |
| 42 | VANGUARD FIDUCIARY TRUST CO | 788,653 | $103M | -1,040 | -0.1% | 2Q | SEC ↗ |
| 43 | Capital Research Global Investors | 762,797 | $100M | -1,391,950 | -64.6% | 16Q | SEC ↗ |
| 44 | CITIGROUP INC | 734,512 | $96M | +231,880 | +46.1% | 65Q | SEC ↗ |
| 45 | Pacer Advisors, Inc. | 729,281 | $95M | -17,461 | -2.3% | 25Q | SEC ↗ |
| 46 | PZENA INVESTMENT MANAGEMENT LLC | 599,314 | $78M | +3,519 | +0.6% | 3Q | SEC ↗ |
| 47 | JANUS HENDERSON GROUP PLC | 585,891 | $77M | +31,749 | +5.7% | 71Q | SEC ↗ |
| 48 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 523,473 | $68M | +43,689 | +9.1% | 51Q | SEC ↗ |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 521,813 | $68M | +390,916 | +298.6% | 60Q | SEC ↗ |
| 50 | FIL Ltd | 477,552 | $62M | +101,518 | +27.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,412,424 | $315M |
| NORGES BANK | 1,790,314 | $234M |
| Jupiter Topco LLC | 1,494,348 | $195M |
| Qube Research & Technologies Ltd | 1,136,536 | $148M |
| Nykredit A/S | 455,503 | $60M |
| Night Squared LP | 213,980 | $28M |
| Cable Car Capital, LP | 170,100 | $22M |
| SCOPUS ASSET MANAGEMENT, L.P. | 168,500 | $22M |
| Junto Capital Management LP | 155,894 | $20M |
| Weiss Asset Management LP | 127,413 | $17M |
| XTX Topco Ltd | 87,778 | $11M |
| TUDOR INVESTMENT CORP ET AL | 82,403 | $11M |
| J. Goldman & Co LP | 71,067 | $9M |
| Trexquant Investment LP | 55,624 | $7M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 41,492 | $5M |
| Campbell & CO Investment Adviser LL | 40,076 | $5M |
| CANANDAIGUA NATIONAL CORP | 37,677 | $5M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) P | 34,000 | $4M |
| TWO SIGMA INVESTMENTS, LP | 29,399 | $4M |
| Quadrature Capital Ltd | 28,288 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Aristotle Capital Management, LLC | 836,218 | $109M |
| Berkshire Hathaway Inc | 632,890 | $83M |
| Ilex Capital Partners (UK) LLP | 630,689 | $82M |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 150,404 | $20M |
| Lighthouse Investment Partners, LLC | 126,163 | $16M |
| Distillate Capital Partners LLC | 122,522 | $16M |
| SWS Partners | 76,923 | $10M |
| Mn Services Vermogensbeheer B.V. | 62,358 | $8M |
| Caisse de depot et placement du Que | 49,718 | $6M |
| Atom Investors LP | 48,750 | $6M |
| Fluent Financial, LLC | 42,716 | $6M |
| Tredje AP-fonden | 41,876 | $5M |
| WINTON GROUP Ltd | 33,857 | $4M |
| Alberta Investment Management Corp | 33,100 | $4M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 30,000 | $4M |
| NS Partners Ltd | 27,023 | $4M |
| Monaco Asset Management SAM | 25,000 | $3M |
| Brookstone Capital Management | 24,510 | $3M |
| ARMISTICE CAPITAL, LLC | 21,600 | $3M |
| DLK Investment Management, LLC | 20,642 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +1,872,039 | +25161.8% | 1,879,479 |
| BNP PARIBAS FINANCIAL MARKETS | +1,731,117 | +510.1% | 2,070,486 |
| Amundi | +822,426 | +199.4% | 1,234,896 |
| MILLENNIUM MANAGEMENT LLC | +733,422 | +301.2% | 976,912 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +627,349 | +35.6% | 2,391,780 |
| Point72 Asset Management, L.P. | +571,482 | +30.2% | 2,463,367 |
| Invesco Ltd. | +468,849 | +24.7% | 2,365,522 |
| BlackRock, Inc. | +420,325 | +3.8% | 11,539,924 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +390,916 | +298.6% | 521,813 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +320,308 | +4.3% | 7,835,510 |
| VANGUARD CAPITAL MANAGEMENT LLC | +261,427 | +2.9% | 9,337,443 |
| CITIGROUP INC | +231,880 | +46.1% | 734,512 |
| SG Americas Securities, LLC | +226,524 | +2417.5% | 235,894 |
| Assenagon Asset Management S.A. | +224,578 | +197.7% | 338,172 |
| Man Group plc | +215,315 | +267.9% | 295,680 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +179,829 | +8.1% | 2,412,424 |
| GOLDMAN SACHS GROUP INC | +162,021 | +12.1% | 1,498,898 |
| Schonfeld Strategic Advisors LLC | +159,555 | +358.7% | 204,036 |
| LSV ASSET MANAGEMENT | +137,880 | +20.7% | 804,160 |
| VICTORY CAPITAL MANAGEMENT INC | +135,005 | +88.5% | 287,611 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -2,813,266 | -42.4% | 3,817,651 |
| Capital Research Global Investors | -1,391,950 | -64.6% | 762,797 |
| Capital World Investors | -997,711 | -8.2% | 11,208,782 |
| CITADEL ADVISORS LLC | -893,118 | -24.1% | 2,816,205 |
| Holocene Advisors, LP | -880,331 | -76.2% | 275,407 |
| Capital International Investors | -784,562 | -48.5% | 834,601 |
| Balyasny Asset Management L.P. | -762,434 | -36.4% | 1,331,412 |
| FMR LLC | -525,977 | -10.3% | 4,600,566 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -477,474 | -97.4% | 12,672 |
| Empyrean Capital Partners, LP | -424,902 | -70.1% | 181,298 |
| BANK OF AMERICA CORP /DE | -311,371 | -22.2% | 1,091,904 |
| DIMENSIONAL FUND ADVISORS LP | -274,443 | -15.0% | 1,552,209 |
| National Pension Service | -250,299 | -62.1% | 152,644 |
| STATE STREET CORP | -236,750 | -3.4% | 6,788,959 |
| MARSHALL WACE, LLP | -221,916 | -20.1% | 883,065 |
| VAN ECK ASSOCIATES CORP | -184,459 | -7.9% | 2,161,462 |
| WELLS FARGO & COMPANY/MN | -179,258 | -37.2% | 302,909 |
| AQR CAPITAL MANAGEMENT LLC | -166,219 | -59.9% | 111,414 |
| AMERICAN CENTURY COMPANIES INC | -153,836 | -42.4% | 208,895 |
| Tidal Investments LLC | -141,566 | -90.4% | 15,023 |