Constellium SE (CSTM) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

CSTM ranks #1582 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CSTM is a top-conviction position for Bpifrance SA — at 19.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CSTM belongs to BlackRock, Inc., but the position matters far more to Bpifrance SA, who has 19.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its CSTM position for two straight quarters, increasing it by $149.2M to reach $408.0M today.

Fidelity has trimmed its CSTM position for two straight quarters, cutting it by $129.3M while still holding $69.9M.

CSTM is down 1.2% today, but institutions show net buying of $12.8M this quarter — a divergence between today's price move and the underlying institutional flow.

CSTM posted net income of $435.0M over the trailing twelve months.

• Profitable — net income of $435.0M over the trailing twelve months
• Revenue grew 20.1% year over year
• Net income improved year over year, from $72.0M to $435.0M
• Generated $489.0M in positive operating cash flow
• Current ratio of 1.29x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.51x equity — a highly leveraged balance sheet worth noting