Constellation Brands, Inc.: shareholders and insiders
Price
$145.61
November 13, 2026Market cap $24.6B
What Ploutos Investor adds for Constellation Brands
Part of Ploutos Investor, €9.99 a month
- The full history: 17 fiscal years, from FY2009
- The estimated fair value, with its range and its certainty
- The full analysis, 18 a month
- More questions to the chat on its filings
- Excel with every year
- An email when it reports, changes its dividend or an officer buys
Sign in with a free account to see the last 5 fiscal years.
Notes on these figures
- The share price has risen 23% since Oct 7, 2026, when the 10-Q these figures come from was filed ($118.39 then, $145.61 on Nov 13, 2026). The figures date from before that move.10-Q
Insiders and their shares
Purchases and sales by officers and directors, from their own Form 4 filings.
Reading the newest filings from the SEC. This part fills in on its own in a few seconds.
Major holders (over 5%)
Whoever comes to own more than 5% of a class of shares reports it to the SEC on Schedule 13D or 13G. Here is each holder's latest filing.
Fell to 5% or less (3)
Holders whose latest filing says they hold 5% or less. After it they need not file again, so what they hold today is not known.
From the Schedule 13D and 13G filed with the SEC since Dec 18, 2024, when they became structured data. A holder who has filed nothing since then is not shown here. A 13D is updated within two business days of any material change, a 13G up to 45 days after the quarter of the change, so the shares are those of the filing. The large managers also appear in the 13Fs.
Well-known managers
Which of the about 30 investment managers we track held the shares at the quarter end, and what they changed from the quarter before.
- Point72 (Cohen)In the quarter+30%
- Citadel Advisors (Griffin)In the quarter-24%
- Millennium Mgmt (Englander)In the quarter+301%
- Berkshire Hathaway (Buffett)In the quarter
- Southeastern Asset MgmtIn the quarter
- Renaissance TechnologiesIn the quarter×27.1
- Bridgewater (Dalio)In the quarter+81%
- AQR CapitalIn the quarter-60%
- D.E. ShawIn the quarter+87%
| Manager | Shares | In the quarter | Value | % of their portfolio |
|---|---|---|---|---|
| Point72 (Cohen) | 2.46M | +30% | $343M | 0.52% |
| Citadel Advisors (Griffin) | 2.82M | -24% | $392M | 0.22% |
| Millennium Mgmt (Englander) | 976.9K | +301% | $136M | 0.09% |
| Berkshire Hathaway (Buffett) | – | – | 0.04% | |
| Southeastern Asset Mgmt | – | – | 0.03% | |
| Renaissance Technologies | 108.3K | ×27.1 | $12M | 0.02% |
| Bridgewater (Dalio) | 20.9K | +81% | $2.9M | 0.01% |
| AQR Capital | 111.4K | -60% | $15M | 0.01% |
| D.E. Shaw | 51.5K | +87% | $7.2M | 0.00% |
From the 13Fs managers file with the SEC up to 45 days after each quarter end. They show only long positions on that day, not short sales or what has changed since. No recent 13F: Pershing Square (Ackman), Scion (Burry).
Short interest
How many of the company's shares have been sold borrowed and not yet bought back, twice a month.
On Oct 15, 2026, 5.04% of its shares outstanding were held short, -11.4% since the report before.
- Shares held short
- 8.53M
- 5.04%
- Since the report before9.63M on Sep 30, 2026
- -11.4%
- 2.7
- 3.22M
- More days to cover thanof 4,578 US-listed companies with enough volume
- 31%
- Report date
- Oct 15, 2026
- Oct 31, 2023: Shares held short 1.19M
- Nov 15, 2023: Shares held short 1.35M
- Nov 30, 2023: Shares held short 1.39M
- Dec 15, 2023: Shares held short 1.53M
- Dec 29, 2023: Shares held short 1.31M
- Jan 12, 2024: Shares held short 1.62M
- Jan 31, 2024: Shares held short 1.52M
- Feb 15, 2024: Shares held short 1.54M
- Feb 29, 2024: Shares held short 1.76M
- Mar 15, 2024: Shares held short 1.96M
- Mar 28, 2024: Shares held short 2.59M
- Apr 15, 2024: Shares held short 2.46M
- Apr 30, 2024: Shares held short 2.83M
- May 15, 2024: Shares held short 3.20M
- May 31, 2024: Shares held short 3.57M
- Jun 14, 2024: Shares held short 3.17M
- Jun 28, 2024: Shares held short 2.73M
- Jul 15, 2024: Shares held short 2.54M
- Jul 31, 2024: Shares held short 2.95M
- Aug 15, 2024: Shares held short 3.59M
- Aug 30, 2024: Shares held short 2.38M
- Sep 13, 2024: Shares held short 3.19M
- Sep 30, 2024: Shares held short 2.63M
- Oct 15, 2024: Shares held short 2.30M
- Oct 31, 2024: Shares held short 2.12M
- Nov 15, 2024: Shares held short 3.44M
- Nov 29, 2024: Shares held short 2.83M
- Dec 13, 2024: Shares held short 2.87M
- Dec 31, 2024: Shares held short 3.08M
- Jan 15, 2025: Shares held short 2.61M
- Jan 31, 2025: Shares held short 2.48M
- Feb 14, 2025: Shares held short 2.54M
- Feb 28, 2025: Shares held short 4.02M
- Mar 14, 2025: Shares held short 3.74M
- Mar 31, 2025: Shares held short 4.78M
- Apr 15, 2025: Shares held short 5.92M
- Apr 30, 2025: Shares held short 5.89M
- May 15, 2025: Shares held short 5.10M
- May 30, 2025: Shares held short 5.47M
- Jun 13, 2025: Shares held short 7.10M
- Jun 30, 2025: Shares held short 6.94M
- Jul 15, 2025: Shares held short 6.78M
- Jul 31, 2025: Shares held short 7.48M
- Aug 15, 2025: Shares held short 8.09M
- Aug 29, 2025: Shares held short 8.11M
- Sep 15, 2025: Shares held short 8.19M
- Sep 30, 2025: Shares held short 7.47M
- Oct 15, 2025: Shares held short 9.66M
- Oct 31, 2025: Shares held short 10.92M
- Nov 14, 2025: Shares held short 9.94M
- Nov 28, 2025: Shares held short 10.51M
- Dec 15, 2025: Shares held short 9.74M
- Dec 31, 2025: Shares held short 9.11M
- Jan 15, 2026: Shares held short 8.28M
- Jan 30, 2026: Shares held short 9.02M
- Feb 13, 2026: Shares held short 8.43M
- Feb 27, 2026: Shares held short 7.72M
- Mar 13, 2026: Shares held short 7.51M
- Mar 31, 2026: Shares held short 6.85M
- Apr 15, 2026: Shares held short 5.68M
- Apr 30, 2026: Shares held short 7.73M
- May 15, 2026: Shares held short 7.47M
- May 29, 2026: Shares held short 7.77M
- Jun 15, 2026: Shares held short 7.50M
- Jun 30, 2026: Shares held short 7.57M
- Jul 15, 2026: Shares held short 8.25M
- Jul 31, 2026: Shares held short 9.18M
- Aug 14, 2026: Shares held short 7.39M
- Aug 31, 2026: Shares held short 8.18M
- Sep 15, 2026: Shares held short 8.52M
- Sep 30, 2026: Shares held short 9.63M
- Oct 15, 2026: Shares held short 8.53M
As brokers report them to the regulator twice a month, mid-month and at month end, published about eight business days later. A short position is shares sold borrowed and not yet bought back. The share count is the one the company's market value is figured on, from its filings. Days to cover is the shares held short over the average daily volume of the weeks between two reports.
Short sales in daily trading41.1% of the shares in the last 14 sessions' reported trades were short sales.
In the last 14 sessions, 41.1% of the shares in the reported trades were short sales, against 45.7% in the 14 before.
- Last 14 sessionsOct 27, 2026 – Nov 13, 2026
- 41.1%
- The 14 beforeOct 7, 2026 – Oct 26, 2026
- 45.7%
- Change
- -4.6 pts
- Short sales a dayon average, of 778.8K shares
- 320.3K
- More than atof 3,649 US-listed companies, same days
- 22%
- Median of alleight in ten from 34.6% to 63.4%
- 50.1%
- Oct 7, 2026: Short sales 48.3%
- Oct 8, 2026: Short sales 51.5%
- Oct 9, 2026: Short sales 35.7%
- Oct 12, 2026: Short sales 39.2%
- Oct 13, 2026: Short sales 49.7%
- Oct 14, 2026: Short sales 44.2%
- Oct 15, 2026: Short sales 45%
- Oct 16, 2026: Short sales 34.6%
- Oct 19, 2026: Short sales 39.8%
- Oct 20, 2026: Short sales 50.1%
- Oct 21, 2026: Short sales 40.5%
- Oct 22, 2026: Short sales 51.4%
- Oct 23, 2026: Short sales 50.5%
- Oct 26, 2026: Short sales 53.3%
- Oct 27, 2026: Short sales 48%
- Oct 28, 2026: Short sales 47.6%
- Oct 29, 2026: Short sales 48.7%
- Oct 30, 2026: Short sales 48.7%
- Nov 2, 2026: Short sales 25.4%
- Nov 3, 2026: Short sales 41.6%
- Nov 4, 2026: Short sales 25.4%
- Nov 5, 2026: Short sales 39.3%
- Nov 6, 2026: Short sales 39.7%
- Nov 9, 2026: Short sales 46.2%
- Nov 10, 2026: Short sales 57%
- Nov 11, 2026: Short sales 54.2%
- Nov 12, 2026: Short sales 40.3%
- Nov 13, 2026: Short sales 39.5%
This is not the number of shares sold short today: it measures short sales within each day's trading, and only trades made off the exchanges. Much of it is market makers, who sell shares they do not have to fill buyers' orders and cover soon after, so for a heavily traded stock the share is often around half.
Executive pay
From the Pay versus Performance table every company puts in its proxy statement since 2023: what the chief executive was paid, what was actually paid once the shares vest at year-end values, and how the stock did against the peer group the company itself picked.
$14M
Actually paid: $11M
$4.0M
Actually paid: $3.3M
$80
Peers: $167
Net Sales
$9.1B
From the proxy statement (DEF 14A) of Jun 8, 2026, as filed with the SEC with structured data. Pay in dollars. The company picks its own peer group and measure. DEF 14A
Share repurchases
How many of its own shares the company bought each quarter, at what average price, for how much, and what remains of the program its board authorized, from the table it puts in every 10-Q and 10-K.
- Aug 31, 202610-QAmount$231M
- May 31, 202610-QAmount$224M
- Feb 28, 202610-KAmount$100M
- Nov 30, 202510-QAmount$220M
- Aug 31, 202510-QAmount$298M
- May 31, 202510-QAmount$306M
- Feb 28, 202510-KAmount$456M
- Nov 30, 202410-QAmount$219M
| Quarter | Shares | Average price | Amount | Left in the program | Filing |
|---|---|---|---|---|---|
| Aug 31, 202610-Q | 1.70M | $135.49 | $231M | $2.6B | 10-Q |
| May 31, 202610-Q | 1.47M | $152.73 | $224M | $2.9B | 10-Q |
| Feb 28, 202610-K | 646.8K | $154.60 | $100M | $3.1B | 10-K |
| Nov 30, 202510-Q | 1.63M | $135.06 | $220M | $3.2B | 10-Q |
| Aug 31, 202510-Q | 1.74M | $171.15 | $298M | $3.4B | 10-Q |
| May 31, 202510-Q | 1.63M | $187.23 | $306M | $3.7B | 10-Q |
| Feb 28, 202510-K | 2.56M | $178.06 | $456M | $1.5B | 10-K |
| Nov 30, 202410-Q | 914.2K | $239.45 | $219M | $1.9B | 10-Q |
From the "Issuer Purchases of Equity Securities" table of the 10-Qs and 10-Ks, read without a model. Only the quarters whose shares times average price agree with the cash the company says it paid for repurchases in its cash-flow statement are shown. The shares include those withheld for officers' taxes. A quarter with an accelerated repurchase shows the table's shares and the cash paid, without an average price. 1 filing(s) not shown, as the table was not read or did not agree with the cash.
The shareholders' vote on pay
The advisory say-on-pay vote at each annual meeting, as the company states it in the 8-K it files after the meeting: how many voted for and against the executives' pay. 90% is the norm. Under 70% proxy advisers expect the board to respond the next year.
- 2026Jul 24, 2026For95.0%
- 2025Jul 17, 2025For94.8%
- 2024Jul 18, 2024For97.0%
- 2023Jul 19, 2023For88.6%
- 2022Jul 22, 2022For94.8%
- 2021Jul 23, 2021For95.1%
| Year | For | Votes for | Votes against | Abstentions | Broker non-votes | Filing |
|---|---|---|---|---|---|---|
| 2026Jul 24, 2026 | 95.0% | 138M | 7.17M | 420.9K | 10.27M | 8-K |
| 2025Jul 17, 2025 | 94.8% | 147M | 8.07M | 202.9K | 10.19M | 8-K |
| 2024Jul 18, 2024 | 97.0% | 153M | 4.73M | 368.5K | 11.46M | 8-K |
| 2023Jul 19, 2023 | 88.6% | 136M | 17.56M | 282.0K | 13.77M | 8-K |
| 2022Jul 22, 2022 | 94.8% | 342M | 18.84M | 201.3K | 15.81M | 8-K |
| 2021Jul 23, 2021 | 95.1% | 347M | 17.99M | 266.8K | 18.18M | 8-K |
From the 8-K (item 5.07) the company files after each annual meeting since 2021, read from the filing's text without a model. A company that votes every three years has empty years. The vote is advisory: the board is not bound by it.
The ETFs that hold it
Which of the 269 US equity ETFs we track hold the stock, and at what weight, from the funds' N-PORT filings.
- MOATVanEck Morningstar Wide Moat ETFWeight in the fund2.32%
- XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETFWeight in the fund1.26%
- COWZPacer US Cash Cows 100 ETFWeight in the fund0.49%
- VOEVanguard Mid-Cap Value Index FundWeight in the fund0.35%
- HDViShares Core High Dividend ETFWeight in the fund0.25%
- VOVanguard Mid-Cap Index FundWeight in the fund0.20%
- IWSiShares Russell Mid-Cap Value ETFWeight in the fund0.19%
- RSPInvesco S&P 500 Equal Weight ETFWeight in the fund0.18%
- IWRiShares Russell Mid-Cap ETFWeight in the fund0.14%
- DGROiShares Core Dividend Growth ETFWeight in the fund0.12%
| ETF | Weight in the fund | Holdings as of |
|---|---|---|
| MOATVanEck Morningstar Wide Moat ETF | 2.32% | Jun 30, 2026 |
| XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETF | 1.26% | Jun 30, 2026 |
| COWZPacer US Cash Cows 100 ETF | 0.49% | Jul 31, 2026 |
| VOEVanguard Mid-Cap Value Index Fund | 0.35% | Jun 30, 2026 |
| HDViShares Core High Dividend ETF | 0.25% | Jul 31, 2026 |
| VOVanguard Mid-Cap Index Fund | 0.20% | Jun 30, 2026 |
| IWSiShares Russell Mid-Cap Value ETF | 0.19% | Jun 30, 2026 |
| RSPInvesco S&P 500 Equal Weight ETF | 0.18% | Jul 31, 2026 |
| IWRiShares Russell Mid-Cap ETF | 0.14% | Jun 30, 2026 |
| DGROiShares Core Dividend Growth ETF | 0.12% | Jul 31, 2026 |
40 of the 269 ETFs we track, not of every ETF on the market. The ten largest weights. Positions as each fund filed them in its latest N-PORT.
Institutional investors by quarter
Every manager that reports positions to the SEC (Form 13F), quarter by quarter: how many hold the stock, how many shares and dollars between them, and who entered, left, added or trimmed during the quarter.
- Q3 2025: Managers 1,046
- Q4 2025: Managers 1,042
- Q1 2026: Managers 1,051
- Q2 2026: Managers 1,031
Institutional investors by quarter
The fund managers holding STZ, quarter by quarter, from Q1 2013 to Q2 2025, 50 more quarters
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Q2 2026: 1,031 managers held 145M shares, worth $20.1B. During the quarter 112 opened a position, 132 closed one, 295 added and 444 trimmed.
The largest holders, Q2 2026
- BlackRockIn the quarter+3.8%
- Capital World InvestorsIn the quarter-8.2%
- Vanguard Capital ManagementIn the quarter+2.9%
- Vanguard Portfolio ManagementIn the quarter+4.3%
- State StreetIn the quarter-3.4%
- FMRIn the quarter-10%
- Grantham, Mayo, Van OtterlooIn the quarter-0.7%
- Geode Capital ManagementIn the quarter+0.3%
- Wellington Management GroupIn the quarter-42%
- Ameriprise FinancialIn the quarter+1.5%
| Manager | Shares | In the quarter | Value |
|---|---|---|---|
| BlackRock | 11.54M | +3.8% | $1.6B |
| Capital World Investors | 11.21M | -8.2% | $1.6B |
| Vanguard Capital Management | 9.34M | +2.9% | $1.3B |
| Vanguard Portfolio Management | 7.84M | +4.3% | $1.1B |
| State Street | 6.79M | -3.4% | $944M |
| FMR | 4.60M | -10% | $640M |
| Grantham, Mayo, Van Otterloo | 4.00M | -0.7% | $556M |
| Geode Capital Management | 3.82M | +0.3% | $529M |
| Wellington Management Group | 3.82M | -42% | $531M |
| Ameriprise Financial | 3.46M | +1.5% | $481M |
From the SEC's Form 13F data sets, Q3 2025 to Q2 2026: the long positions of every manager with more than $100 million under management, as filed up to 45 days after each quarter end. Short positions and options are not in them. Shares as reported each quarter, not adjusted for splits. The stock is matched by its CUSIP, through the SEC's fails-to-deliver files.
The full analysis
What do Constellation Brands's filings show?
Who buys and sells is one part of Constellation Brands's picture. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.
- A fair value range built from the filings
- Earnings quality, debt and red flags
- Insider and institutional moves
- The case for and the case against
Which well-known managers hold STZ?
9 of the managers we track held the shares on Sep 30, 2026. The largest position was Citadel Advisors (Griffin)'s, worth $392M.
Is every insider transaction a purchase or a sale?
No. Many are part of their pay: share awards, option exercises and shares the company keeps for the tax. Only code P is a purchase with their own money, and code S a sale on the market.
Related pages
The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.
The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.