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Diageo (DEO) Institutional Ownership

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$84.74 +0.32 (+0.38%)
As of 02:09 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Diageo (NYSE:DEO)

Current
Institutional Ownership
Percentage
8.97%
Number of
Institutional Buyers
(last 12 months)
388
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
405
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
10/2/2026Versant Capital Management Inc3,330$285K0.0%+7.5%0.001%
10/1/2026Parrish Capital LLC7,100$608K0.5%+10.4%0.001%
10/1/2026Confluence Investment Management LLC100,892$8.64M0.1%-87.0%0.018%
9/23/2026QRG Capital Management Inc.15,803$1.27M0.0%+26.1%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.5,513$443K0.0%+2.8%0.001%
9/15/2026Anchor Investment Management LLC1,494$120K0.0%-11.8%0.000%
9/9/2026Sequoia Financial Advisors LLC5,508$443K0.0%+18.2%0.001%
9/9/2026Tidal Investments LLC109,743$8.82M0.0%+53.2%0.020%
9/9/2026WINTON GROUP Ltd22,135$1.78M0.1%+637.8%0.004%
9/9/2026Engineers Gate Manager LP6,139$493K0.0%-85.3%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC4,492$361K0.0%-28.8%0.001%
9/9/2026Integrated Wealth Concepts LLC5,543$446K0.0%-6.4%0.001%
9/9/2026NewEdge Advisors LLC17,327$1.39M0.0%-28.4%0.003%
9/9/2026IFP Advisors Inc1,058$85K0.0%-11.7%0.000%
9/9/2026Baird Financial Group Inc.51,613$4.15M0.0%+6.0%0.009%
9/9/2026Beacon Investment Advisory Services Inc.598$48K0.0%-39.0%0.000%
9/8/2026CORDA Investment Management LLC.167,300$13.45M0.8%-1.1%0.030%
9/8/2026Waverly Advisors LLC24,457$1.97M0.0%-36.9%0.004%
9/1/2026Parrish Capital LLC6,434$517K0.4%+3.7%0.001%
8/27/2026Corient Private Wealth LP15,858$1.28M0.0%-79.1%0.003%
8/23/2026Tanager Wealth Management LLP6,507$523K0.0%-47.7%0.001%
8/23/2026DMC Group LLC2,906$234K0.2%-15.5%0.001%
8/23/2026Washington Trust Advisors Inc.2,677$215K0.0%-67.9%0.000%
8/23/2026HB Wealth Management LLC19,244$1.55M0.0%-1.4%0.003%
8/22/2026OceanIQ Capital LLC7,052$567K0.3%N/A0.001%
8/22/2026Sapient Capital LLC2,640$212K0.0%N/A0.000%
8/22/2026Syon Capital LLC3,593$289K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.12,311$969K0.0%-48.3%0.002%
8/22/2026Premier Path Wealth Partners LLC4,625$372K0.0%-36.5%0.001%
8/22/2026Concurrent Investment Advisors LLC20,635$1.66M0.0%+19.4%0.004%
8/21/2026Continuum Advisory LLC360$29K0.0%N/A0.000%
8/21/2026Tranquilli Financial Advisor LLC2,643$212K0.1%N/A0.000%
8/21/2026Twin Lakes Capital Management LLC767$62K0.0%+485.5%0.000%
8/21/2026Live Oak Private Wealth LLC90,156$7.25M0.9%-5.4%0.016%
8/21/2026Investors Research Corp6,263$503K0.1%-2.3%0.001%
8/20/2026Rehmann Capital Advisory Group5,265$423K0.0%+9.7%0.001%
8/20/2026CMH Wealth Management LLC9,150$735K0.1%-55.5%0.002%
8/20/2026Headlands Technologies LLC4,471$359K0.0%-28.2%0.001%
8/15/2026Councilmark Asset Management LLC7,875$633K0.3%N/A0.001%
8/12/2026Pinnacle West Asset Management Inc.3,245$261K0.2%N/A0.001%
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7/10/2026Investors Research Corp6,263$503K0.1%-2.3%0.001%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,052$245K0.0%N/A0.001%
7/9/2026Shrier Wealth Management LLC9,339$751K0.3%-2.1%0.002%
7/9/2026Sapient Capital LLC2,640$212K0.0%N/A0.000%
7/9/2026Valeo Financial Advisors LLC5,979$481K0.0%+47.4%0.001%
7/8/2026Beacon Investment Advisory Services Inc.598$48K0.0%-39.0%0.000%
7/8/2026Trust Point Inc.3,214$258K0.0%+11.4%0.001%
7/8/2026Wynn Capital LLC6,216$500K0.2%+4.8%0.001%
7/8/2026Lincoln Capital LLC7,181$577K0.1%-27.2%0.001%
7/7/2026DMKC Advisory Services LLC36,589$2.94M0.6%+30.6%0.007%
7/7/2026Dynamic Advisor Solutions LLC2,862$230K0.0%N/A0.001%
7/7/2026GAMMA Investing LLC1,234$99K0.0%-9.3%0.000%
7/7/2026Sandy Cove Advisors LLC6,189$497K0.1%+2.9%0.001%
7/7/2026Grove Bank & Trust7,962$640K0.1%+11.6%0.001%
7/7/2026CoreCap Advisors LLC6,514$524K0.0%-15.2%0.001%
7/2/2026Versant Capital Management Inc3,097$249K0.0%+284.7%0.001%
7/1/2026Confluence Investment Management LLC776,936$62.45M1.0%-42.6%0.140%
6/30/2026Winning Points Advisors LLC3,650$272K0.3%N/A0.001%
6/3/2026Parallel Advisors LLC7,272$541K0.0%-2.0%0.001%
6/3/2026NewEdge Advisors LLC24,186$1.80M0.0%+13.4%0.004%
6/1/2026First Nebraska Trust Co3,297$245K0.0%N/A0.001%
5/26/2026Glenmede Trust Co. NA4,605$343K0.0%-18.9%0.001%
5/26/2026Axiom Investment Management LLC729$54K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC906$67K0.0%N/A0.000%
5/19/2026Orographic Financial Advisors LLC3,240$241K0.2%N/A0.001%
5/19/2026Royal Fund Management LLC29,048$2.16M0.2%-3.7%0.005%
5/19/2026Bank of America Corp DE2,913,707$216.93M0.0%+3.7%0.523%
5/19/2026Centaurus Financial Inc.7,354$547K0.0%-10.1%0.001%
5/19/2026Altshuler Shaham Ltd500,000$37.23M0.6%N/A0.090%
5/18/2026EverSource Wealth Advisors LLC1,200$89K0.0%+26.2%0.000%
5/18/2026Evelyn Partners Asset Management Ltd26,725$1.99M0.5%+2.9%0.005%
5/16/2026The Manufacturers Life Insurance Company18,172$1.35M0.0%-98.7%0.003%
5/16/2026Quantinno Capital Management LP38,630$2.88M0.0%-19.0%0.007%
5/16/2026SummitTX Capital L.P.6,353$473K0.0%+112.0%0.001%
5/16/2026BROOKFIELD Corp ON299,180$22.27M0.0%N/A0.054%
5/16/2026Lazard Asset Management LLC182,390$13.58M0.0%+3.5%0.033%
5/15/2026Cypress Capital Group3,200$238K0.0%-5.9%0.001%
5/15/2026Waverly Advisors LLC38,785$2.89M0.0%-18.1%0.007%
5/15/2026Entropy Technologies LP49,058$3.65M0.2%+53.1%0.009%
5/15/2026Bridgewater Advisors Inc.2,711$219K0.0%+9.5%0.000%
5/14/2026Gabelli Funds LLC659,821$49.12M0.3%+15.7%0.119%
5/14/2026Gamco Investors INC. ET AL186,176$13.86M0.1%+10.2%0.033%
5/14/2026GC Wealth Management RIA LLC15,293$1.14M0.0%+52.9%0.003%
5/14/2026Compound Planning Inc.2,981$222K0.0%-5.6%0.001%
5/14/2026Keebeck Wealth Management2,752$205K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership63,767$4.75M0.0%+317.3%0.011%
5/14/2026Infusive Asset Management Inc.33,055$2.46M1.2%+2.5%0.006%
5/14/2026Gibbs Wealth Management7,216$537K0.1%N/A0.001%
5/14/2026Sei Investments Co.165,441$12.32M0.0%+12.3%0.030%
5/14/2026Lido Advisors LLC2,992$223K0.0%+31.7%0.001%
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5/13/2026Cetera Investment Advisers46,416$3.46M0.0%-58.5%0.008%
5/13/2026Levin Capital Strategies L.P.19,688$1.47M0.1%-58.7%0.004%
5/13/2026NewEdge Wealth LLC29,744$2.21M0.0%+45.8%0.005%
5/13/2026Acumen Wealth Advisors LLC15,269$1.14M0.3%-27.6%0.003%
5/13/2026Transmarket Holdings LP43,057$3.21M1.7%-64.8%0.008%
5/13/2026First Trust Advisors LP463,572$34.51M0.0%+12.0%0.083%
5/8/2026PNC Financial Services Group Inc.45,525$3.39M0.0%-24.9%0.008%
5/8/2026Cassaday & Co Wealth Management LLC460$34K0.0%N/A0.000%
5/7/2026Hamel Associates Inc.6,405$477K0.1%-70.5%0.001%
5/7/2026Dimensional Fund Advisors LP1,372,808$102.12M0.0%+53.4%0.247%


DEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 973 institutional investors and hedge funds held shares of Diageo. The most heavily invested institutionals were FMR LLC ($739.13M), Bank of America Corp DE ($216.93M), Bank of Montreal Can ($187.47M), Morgan Stanley ($167.99M), Raymond James Financial Inc. ($162.41M), Orbis Allan Gray Ltd ($149.88M), and Envestnet Asset Management Inc. ($147.69M).Learn more on Diageo's institutional investors.

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

Of the 750 institutional investors that purchased Diageo's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($8.16M), Bank of Montreal Can ($3.06M), Kovitz Investment Group Partners LLC ($1.82M), Raymond James Financial Inc. ($1.70M), The Manufacturers Life Insurance Company ($1.57M), Orbis Allan Gray Ltd ($1.35M), and Equity Investment Corp ($1.14M).

Institutional investors have bought a total of 14,094,269 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Of the 404 institutional investors that sold Diageo's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($1.52M), The Manufacturers Life Insurance Company ($1.52M), GQG Partners LLC ($1.33M), Bank of America Corp DE ($1.03M), Wellington Management Group LLP ($799.86K), Cullen Capital Management LLC ($659.05K), and Natixis Advisors LLC ($516.76K).

Institutional investors have sold a total of 13,233,103 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.



Institutional ownership data for NYSE:DEO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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