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Diageo (DEO) Institutional Ownership

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$86.67 +0.36 (+0.42%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$86.64 -0.02 (-0.03%)
As of 09/11/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
390
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
405
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
9/9/2026 Sequoia Financial Advisors LLC5,508$443K0.0%+18.2%0.001%
9/9/2026 Tidal Investments LLC109,743$8.82M0.0%+53.2%0.020%
9/9/2026 WINTON GROUP Ltd22,135$1.78M0.1%+637.8%0.004%
9/9/2026 Engineers Gate Manager LP6,139$493K0.0%-85.3%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC4,492$361K0.0%-28.8%0.001%
9/9/2026 Integrated Wealth Concepts LLC5,543$446K0.0%-6.4%0.001%
9/9/2026 NewEdge Advisors LLC17,327$1.39M0.0%-28.4%0.003%
9/9/2026 IFP Advisors Inc1,058$85K0.0%-11.7%0.000%
9/9/2026 Baird Financial Group Inc.51,613$4.15M0.0%+6.0%0.009%
9/9/2026 Beacon Investment Advisory Services Inc.598$48K0.0%-39.0%0.000%
9/8/2026 CORDA Investment Management LLC.167,300$13.45M0.8%-1.1%0.030%
9/8/2026 Waverly Advisors LLC24,457$1.97M0.0%-36.9%0.004%
9/1/2026 Parrish Capital LLC6,434$517K0.4%+3.7%0.001%
8/27/2026 Corient Private Wealth LP15,858$1.28M0.0%-79.1%0.003%
8/23/2026 Tanager Wealth Management LLP6,507$523K0.0%-47.7%0.001%
8/23/2026 DMC Group LLC2,906$234K0.2%-15.5%0.001%
8/23/2026 Washington Trust Advisors Inc.2,677$215K0.0%-67.9%0.000%
8/23/2026 HB Wealth Management LLC19,244$1.55M0.0%-1.4%0.003%
8/22/2026 OceanIQ Capital LLC7,052$567K0.3%N/A0.001%
8/22/2026 Sapient Capital LLC2,640$212K0.0%N/A0.000%
8/22/2026 Syon Capital LLC3,593$289K0.0%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.12,311$969K0.0%-48.3%0.002%
8/22/2026 Premier Path Wealth Partners LLC4,625$372K0.0%-36.5%0.001%
8/22/2026 Concurrent Investment Advisors LLC20,635$1.66M0.0%+19.4%0.004%
8/21/2026 Continuum Advisory LLC360$29K0.0%N/A0.000%
8/21/2026 Tranquilli Financial Advisor LLC2,643$212K0.1%N/A0.000%
8/21/2026 Twin Lakes Capital Management LLC767$62K0.0%+485.5%0.000%
8/21/2026 Live Oak Private Wealth LLC90,156$7.25M0.9%-5.4%0.016%
8/21/2026 Investors Research Corp6,263$503K0.1%-2.3%0.001%
8/20/2026 Rehmann Capital Advisory Group5,265$423K0.0%+9.7%0.001%
8/20/2026 CMH Wealth Management LLC9,150$735K0.1%-55.5%0.002%
8/20/2026 Headlands Technologies LLC4,471$359K0.0%-28.2%0.001%
8/15/2026 Councilmark Asset Management LLC7,875$633K0.3%N/A0.001%
8/12/2026 Pinnacle West Asset Management Inc.3,245$261K0.2%N/A0.001%
7/10/2026 Investors Research Corp6,263$503K0.1%-2.3%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,052$245K0.0%N/A0.001%
7/9/2026 Shrier Wealth Management LLC9,339$751K0.3%-2.1%0.002%
7/9/2026 Sapient Capital LLC2,640$212K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC5,979$481K0.0%+47.4%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.598$48K0.0%-39.0%0.000%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
7/8/2026 Trust Point Inc.3,214$258K0.0%+11.4%0.001%
7/8/2026 Wynn Capital LLC6,216$500K0.2%+4.8%0.001%
7/8/2026 Lincoln Capital LLC7,181$577K0.1%-27.2%0.001%
7/7/2026 DMKC Advisory Services LLC36,589$2.94M0.6%+30.6%0.007%
7/7/2026 Dynamic Advisor Solutions LLC2,862$230K0.0%N/A0.001%
7/7/2026 GAMMA Investing LLC1,234$99K0.0%-9.3%0.000%
7/7/2026 Sandy Cove Advisors LLC6,189$497K0.1%+2.9%0.001%
7/7/2026 Grove Bank & Trust7,962$640K0.1%+11.6%0.001%
7/7/2026 CoreCap Advisors LLC6,514$524K0.0%-15.2%0.001%
7/2/2026 Versant Capital Management Inc3,097$249K0.0%+284.7%0.001%
7/1/2026 Confluence Investment Management LLC776,936$62.45M1.0%-42.6%0.140%
6/30/2026 Winning Points Advisors LLC3,650$272K0.3%N/A0.001%
6/3/2026 Parallel Advisors LLC7,272$541K0.0%-2.0%0.001%
6/3/2026 NewEdge Advisors LLC24,186$1.80M0.0%+13.4%0.004%
6/1/2026 First Nebraska Trust Co3,297$245K0.0%N/A0.001%
5/26/2026 Glenmede Trust Co. NA4,605$343K0.0%-18.9%0.001%
5/26/2026 Axiom Investment Management LLC729$54K0.0%N/A0.000%
5/19/2026 Western Wealth Management LLC906$67K0.0%N/A0.000%
5/19/2026 Orographic Financial Advisors LLC3,240$241K0.2%N/A0.001%
5/19/2026 Royal Fund Management LLC29,048$2.16M0.2%-3.7%0.005%
5/19/2026 Bank of America Corp DE2,913,707$216.93M0.0%+3.7%0.523%
5/19/2026 Centaurus Financial Inc.7,354$547K0.0%-10.1%0.001%
5/19/2026 Altshuler Shaham Ltd500,000$37.23M0.6%N/A0.090%
5/18/2026 EverSource 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%
5/16/2026 The Manufacturers Life Insurance Company18,172$1.35M0.0%-98.7%0.003%
5/16/2026 Quantinno Capital Management LP38,630$2.88M0.0%-19.0%0.007%
5/16/2026 SummitTX Capital L.P.6,353$473K0.0%+112.0%0.001%
5/16/2026 BROOKFIELD Corp ON299,180$22.27M0.0%N/A0.054%
5/16/2026 Lazard Asset Management LLC182,390$13.58M0.0%+3.5%0.033%
5/15/2026 Cypress Capital Group3,200$238K0.0%-5.9%0.001%
5/15/2026 Waverly Advisors LLC38,785$2.89M0.0%-18.1%0.007%
5/15/2026 Entropy Technologies LP49,058$3.65M0.2%+53.1%0.009%
5/15/2026 Bridgewater Advisors Inc.2,711$219K0.0%+9.5%0.000%
5/14/2026 Gabelli Funds LLC659,821$49.12M0.3%+15.7%0.119%
5/14/2026 Gamco Investors INC. ET AL186,176$13.86M0.1%+10.2%0.033%
5/14/2026 GC Wealth Management RIA LLC15,293$1.14M0.0%+52.9%0.003%
5/14/2026 Compound Planning Inc.2,981$222K0.0%-5.6%0.001%
5/14/2026 Keebeck Wealth Management2,752$205K0.0%N/A0.000%
5/14/2026 Arrowstreet Capital Limited Partnership63,767$4.75M0.0%+317.3%0.011%
5/14/2026 Infusive Asset Management Inc.33,055$2.46M1.2%+2.5%0.006%
5/14/2026Gibbs Wealth Management7,216$537K0.1%N/A0.001%
5/14/2026 Sei Investments Co.165,441$12.32M0.0%+12.3%0.030%
5/14/2026 Lido Advisors LLC2,992$223K0.0%+31.7%0.001%
5/13/2026 Cetera Investment Advisers46,416$3.46M0.0%-58.5%0.008%
5/13/2026 Levin Capital Strategies L.P.19,688$1.47M0.1%-58.7%0.004%
5/13/2026 NewEdge Wealth LLC29,744$2.21M0.0%+45.8%0.005%
5/13/2026 Acumen Wealth Advisors LLC15,269$1.14M0.3%-27.6%0.003%
5/13/2026 Transmarket Holdings LP43,057$3.21M1.7%-64.8%0.008%
5/13/2026 First Trust Advisors LP463,572$34.51M0.0%+12.0%0.083%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
5/8/2026 PNC Financial Services Group Inc.45,525$3.39M0.0%-24.9%0.008%
5/8/2026 Cassaday & Co Wealth Management LLC460$34K0.0%N/A0.000%
5/7/2026 Hamel Associates Inc.6,405$477K0.1%-70.5%0.001%
5/7/2026 Dimensional Fund Advisors LP1,372,808$102.12M0.0%+53.4%0.247%
5/7/2026 Parallel Advisors LLC7,272$541K0.0%-2.0%0.001%
5/7/2026 Koss Olinger Consulting LLC3,332$248K0.0%-6.9%0.001%
5/6/2026 Pavion Blue Capital LLC17,553$1.31M0.6%-1.3%0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC11,654$925K0.0%-27.3%0.002%
5/6/2026 Advisortrust Partners LLC5,954$443K0.2%+24.8%0.001%
5/6/2026 Assetmark Inc.124,193$9.25M0.0%-52.1%0.022%


DEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 975 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 752 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 14,098,527 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Of the 405 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: The Manufacturers Life Insurance Company ($1.52M), GQG Partners LLC ($1.33M), Bank of America Corp DE ($1.03M), Confluence Investment Management LLC ($841.68K), Wellington Management Group LLP ($799.86K), Cullen Capital Management LLC ($661.65K), and Natixis Advisors LLC ($516.76K).

Institutional investors have sold a total of 12,570,891 shares in the last 24 months. This volume of shares sold represents approximately $1.09B 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 9/9/2026. New 13F filings are added each quarter as they're published.
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