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Diageo (DEO) Institutional Ownership

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$111.62 -0.40 (-0.36%)
As of 11:26 AM Eastern
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Institutional Ownership Changes (13F Filings) for Diageo (NYSE:DEO)

Current
Institutional Ownership
Percentage
8.97%
Number of
Institutional Buyers
(last 12 months)
577
Total
Institutional Inflows
(last 12 months)
$2.96B
Number of
Institutional Sellers
(last 12 months)
474
Total
Institutional Outflows
(last 12 months)
$2.02B
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DEO Institutional Buying and Selling by Quarter

Diageo Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Country Club Bank9,547$1.01M0.1%-10.4%0.002%
4/30/2025Ramsay Stattman Vela & Price Inc.12,079$1.27M0.2%-70.4%0.002%
4/30/2025Cerity Partners LLC48,662$5.10M0.0%+5.3%0.009%
4/30/2025DMC Group LLC2,481$260K0.2%+31.6%0.000%
4/30/2025Allworth Financial LP1,184$132K0.0%-10.6%0.000%
4/30/2025Quotient Wealth Partners LLC3,860$404K0.0%-4.3%0.001%
4/30/2025Axxcess Wealth Management LLC5,688$596K0.0%+5.1%0.001%
4/30/2025Rehmann Capital Advisory Group3,755$394K0.0%-12.0%0.001%
4/30/2025Greenleaf Trust4,164$436K0.0%+29.8%0.001%
4/30/2025Valeo Financial Advisors LLC30,880$3.24M0.1%-3.5%0.006%
4/30/2025M&T Bank Corp30,780$3.23M0.0%-2.0%0.006%
4/30/2025Stratos Wealth Partners LTD.3,488$366K0.0%-26.6%0.001%
4/30/2025Brown Advisory Inc.27,525$2.88M0.0%+22.0%0.005%
4/30/2025Pekin Hardy Strauss Inc.38,779$4.06M0.5%-3.2%0.007%
4/30/2025Beverly Hills Private Wealth LLC18,932$1.98M0.4%+10.1%0.003%
4/30/2025Abound Financial LLC261$27K0.0%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.10,819$1.13M0.0%+3.2%0.002%
4/30/2025Fullcircle Wealth LLC7,806$868K0.4%-18.0%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC89,853$9.42M0.3%+75.5%0.016%
4/29/2025 Raleigh Capital Management Inc.7,953$833K0.4%+3.4%0.001%
4/29/2025 TD Private Client Wealth LLC19,180$2.01M0.1%-0.5%0.003%
4/29/2025 Envestnet Asset Management Inc.1,441,300$151.03M0.0%+3.1%0.259%
4/29/2025 Roffman Miller Associates Inc. PA99,994$10.48M0.7%-9.6%0.018%
4/29/2025 Hexagon Capital Partners LLC623$65K0.0%-36.8%0.000%
4/29/2025 Lee Danner & Bass Inc.25,711$2.69M0.2%-1.2%0.005%
4/29/2025 Core Alternative Capital7,815$819K0.2%-51.3%0.001%
4/29/2025 Concurrent Investment Advisors LLC14,575$1.53M0.0%-4.3%0.003%
4/29/2025 HM Payson & Co.29,848$3.13M0.1%-16.7%0.005%
4/29/2025 Bank of New York Mellon Corp362,145$37.95M0.0%+3.9%0.065%
4/29/2025 World Investment Advisors45,214$4.74M0.1%+13.2%0.008%
4/29/2025 Timber Creek Capital Management LLC41,238$4.32M1.2%-0.8%0.007%
4/29/2025 OneDigital Investment Advisors LLC26,131$2.74M0.0%+3.1%0.005%
4/28/2025 D.A. Davidson & CO.34,735$3.64M0.0%+713.3%0.006%
4/28/2025 Mutual Advisors LLC15,541$1.72M0.0%-4.2%0.003%
4/28/2025 St. James Investment Company LLC55,533$5.82M1.0%-61.0%0.010%
4/28/2025 R.H. Investment Group LLC23,636$2.48M2.4%+9.1%0.004%
4/28/2025 Private Trust Co. NA3,121$327K0.0%-9.1%0.001%
4/28/2025 Pinnacle Financial Partners Inc5,650$592K0.0%-89.2%0.001%
4/28/2025 Fiduciary Group LLC2,270$238K0.0%-16.5%0.000%
4/28/2025 McGinn Penninger Investment Management Inc.44,122$4.62M3.0%+8.1%0.008%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/28/2025 Aaron Wealth Advisors LLC3,440$360K0.0%+6.3%0.001%
4/28/2025 First Bank & Trust9,955$1.04M0.2%+16.8%0.002%
4/28/2025 WCM Investment Management LLC23,046$2.43M0.0%N/A0.004%
4/28/2025 Lawson Kroeker Investment Management Inc. NE3,432$360K0.1%-38.5%0.001%
4/28/2025 Oregon Pacific Wealth Management LLC3,031$318K0.3%+12.2%0.001%
4/28/2025 Keybank National Association OH13,270$1.39M0.0%-22.9%0.002%
4/28/2025 Phraction Management LLC4,180$438K0.1%-56.6%0.001%
4/28/2025 DAVENPORT & Co LLC83,767$8.78M0.1%-2.9%0.015%
4/28/2025 Summit Trail Advisors LLC3,173$337K0.0%-26.6%0.001%
4/28/2025 Vontobel Holding Ltd.7,000$734K0.0%N/A0.001%
4/25/2025 Townsend & Associates Inc139,903$15.35M1.6%+41.4%0.025%
4/25/2025 Canandaigua National Bank & Trust Co.5,160$541K0.1%-8.7%0.001%
4/25/2025 Washington Trust Advisors Inc.28,335$2.97M0.3%-0.9%0.005%
4/25/2025 Buttonwood Financial Advisors Inc.10,205$1.07M0.5%+36.8%0.002%
4/25/2025 Citizens National Bank Trust Department13,075$1.37M0.3%-4.5%0.002%
4/25/2025 Naviter Wealth LLC12,310$1.32M0.2%-3.4%0.002%
4/25/2025 Joel Isaacson & Co. LLC7,975$836K0.0%-2.7%0.001%
4/24/2025 Allspring Global Investments Holdings LLC5,624$588K0.0%+96.5%0.001%
4/24/2025 Highland Capital Management LLC13,710$1.44M0.1%-6.2%0.002%
4/24/2025 TCV Trust & Wealth Management Inc.45,416$4.76M0.4%-6.5%0.008%
4/24/2025 3Chopt Investment Partners LLC2,007$214K0.1%N/A0.000%
4/24/2025 Lafayette Investments Inc.58,316$6.11M1.3%+3.7%0.010%
4/24/2025 Philip James Wealth Mangement LLC18,212$1.91M0.2%N/A0.003%
4/24/2025 Canvas Wealth Advisors LLC3,762$423K0.1%-31.1%0.001%
4/24/2025 Bartlett & CO. Wealth Management LLC22,949$2.45M0.0%-38.5%0.004%
4/24/2025 Transcend Capital Advisors LLC5,057$530K0.0%-3.7%0.001%
4/24/2025 Trust Co. of Vermont14,999$1.57M0.1%-26.7%0.003%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA499$55K0.0%-58.7%0.000%
4/24/2025 Park Place Capital Corp2,641$277K0.1%+24.2%0.000%
4/24/2025 Intelligent Financial Strategies716$77K0.0%-22.3%0.000%
4/23/2025 Penobscot Investment Management Company Inc.9,084$952K0.1%-17.6%0.002%
4/23/2025 Sequoia Financial Advisors LLC2,393$251K0.0%-35.9%0.000%
4/23/2025 Value Partners Investments Inc.29,921$3.14M0.3%N/A0.005%
4/23/2025 Kavar Capital Partners Group LLC30,747$3.22M0.5%-5.5%0.006%
4/23/2025 Arlington Partners LLC38,562$4.04M1.6%+1,049.0%0.007%
4/23/2025 Pinnacle Bancorp Inc.938$98K0.0%-9.6%0.000%
4/23/2025 Golden State Wealth Management LLC3,688$386K0.0%+273.7%0.001%
4/23/2025 Bessemer Group Inc.2,697$283K0.0%+26.9%0.000%
4/23/2025 Spire Wealth Management2,677$281K0.0%-24.5%0.000%
4/23/2025 Mill Capital Management LLC9,341$979K0.1%-91.6%0.002%
4/23/2025 Moran Wealth Management LLC39,419$4.13M0.1%+5.3%0.007%
4/23/2025 Chevy Chase Trust Holdings LLC2,913$305K0.0%-31.4%0.001%
4/23/2025 Keudell Morrison Wealth Management3,878$406K0.1%+24.5%0.001%
4/23/2025 Asset Management One Co. Ltd.3,551$372K0.0%-6.8%0.001%
4/23/2025 Narwhal Capital Management8,192$858K0.1%-15.5%0.001%
4/23/2025 Oppenheimer & Co. Inc.15,032$1.58M0.0%-9.5%0.003%
4/23/2025 Oppenheimer Asset Management Inc.179,274$18.79M0.2%+14.4%0.032%
4/22/2025 Live Oak Private Wealth LLC63,207$6.62M1.1%+6.7%0.011%
4/22/2025 Cambridge Investment Research Advisors Inc.38,788$4.07M0.0%+1.8%0.007%
4/22/2025 Kennedy Investment Group15,491$1.62M0.8%-9.8%0.003%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/22/2025 Manning & Napier Advisors LLC31,887$3.34M0.0%-1.3%0.006%
4/22/2025 Absher Wealth Management LLC5,986$627K0.1%+2.0%0.001%
4/22/2025 TT Capital Management LLC3,653$383K0.3%+117.7%0.001%
4/22/2025 Cullinan Associates Inc.2,100$220K0.0%-32.3%0.000%
4/22/2025 Woodmont Investment Counsel LLC8,452$886K0.1%-12.5%0.002%
4/22/2025 Stonegate Investment Group LLC3,478$364K0.0%-10.1%0.001%
4/22/2025 Jamison Private Wealth Management Inc.5,533$580K0.1%-2.4%0.001%
4/22/2025 Canoe Financial LP45,000$4.72M0.1%-99.4%0.008%
4/22/2025 DMKC Advisory Services LLC17,126$1.80M1.6%+3.5%0.003%
4/21/2025 Good Steward Wealth Advisors LLC2,176$228K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

DEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEO shares?

During the previous two years, 1,086 institutional investors and hedge funds held shares of Diageo. The most heavily invested institutionals were FMR LLC ($739.13M), Bank of America Corp DE ($573.81M), Morgan Stanley ($490.97M), Kovitz Investment Group Partners LLC ($330.63M), UBS Group AG ($247.19M), Royal Bank of Canada ($195.88M), and Wells Fargo & Company MN ($181.44M).Learn more on DEO's institutional investors.

What percentage of Diageo stock is owned by institutional investors?

8.97% of Diageo stock is owned by institutional investors. Learn more on DEO's institutional investor holdings.

Which institutional investors have been buying Diageo stock?

Of the 884 institutional investors that purchased Diageo stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($8.11M), Kovitz Investment Group Partners LLC ($2.39M), Bank of Montreal Can ($2.13M), Confluence Investment Management LLC ($1.22M), FMR LLC ($1.20M), Clearbridge Investments LLC ($1.09M), and Raymond James Financial Inc. ($974.53K).

How much institutional buying is happening at Diageo?

Institutional investors have bought a total of 34,097,401 shares in the last 24 months. This purchase volume represents approximately $4.75B in transactions.

Which Diageo major shareholders have been selling company stock?

Of the 712 institutional investors that sold Diageo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Canoe Financial LP ($8.07M), Bank of America Corp DE ($1.02M), Brown Brothers Harriman & Co. ($969.76K), Clearbridge Investments LLC ($853.69K), Bank of Montreal Can ($689.93K), The Manufacturers Life Insurance Company ($532.89K), and Natixis Advisors LLC ($447.72K).

How much institutional selling is happening at Diageo?

Institutional investors have sold a total of 21,642,409 shares in the last 24 months. This volume of shares sold represents approximately $2.72B in transactions.



This page (NYSE:DEO) was last updated on 5/1/2025 by MarketBeat.com Staff
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