Diageo (DEO) Institutional Ownership

$132.44

+1.75 (+1.34%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 8.97%
Number of Institutional Buyers (last 12 months): 561
Total Institutional Inflows (last 12 months): $1.32B

Number of Institutional Sellers (last 12 months): 483
Total Institutional Outflows (last 12 months): $698.57M

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DEO Institutional Buying and Selling by Quarter

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Diageo Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	1900 Wealth Management LLC	3,219	$406K	0.0%	N/A	0.001%
7/26/2024	Argonautica Private Wealth Management Inc.	1,786	$225K	0.1%	+11.0%	0.000%
7/26/2024	Meixler Investment Management Ltd.	9,081	$1.15M	0.9%	-7.5%	0.002%
7/26/2024	Checchi Capital Advisers LLC	2,525	$318K	0.0%	-13.5%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	5,708	$720K	0.1%	+15.5%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	35,435	$4.47M	0.0%	+86.7%	0.006%
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7/26/2024	Atomi Financial Group Inc.	2,705	$341K	0.0%	+8.9%	0.000%
7/26/2024	Signature Estate & Investment Advisors LLC	1,806	$228K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	1,680	$212K	0.0%	+24.4%	0.000%
7/26/2024	Trust Co. of Virginia VA	52,173	$6.58M	0.6%	+36.1%	0.009%
7/26/2024	Cohen Investment Advisors LLC	3,328	$420K	0.3%	+9.5%	0.001%
7/26/2024	Hyman Charles D	11,468	$1.45M	0.1%	-7.6%	0.002%
7/26/2024	Bank of New York Mellon Corp	361,580	$45.59M	0.0%	-8.8%	0.065%
7/26/2024	Salomon & Ludwin LLC	350	$44K	0.0%	-23.4%	0.000%
7/26/2024	Catalyst Capital Advisors LLC	5,739	$724K	0.0%	+13.2%	0.001%
7/25/2024	Addison Capital Co	8,247	$1.04M	0.5%	-1.6%	0.001%
7/25/2024	Raymond James Trust N.A.	10,353	$1.31M	0.0%	-8.4%	0.002%
7/25/2024	Highland Capital Management LLC	14,279	$1.80M	0.1%	-6.6%	0.003%
7/25/2024	Independence Bank of Kentucky	1,166	$147K	0.0%	-21.3%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	10,028	$1.26M	0.1%	-6.7%	0.002%
7/25/2024	Fullcircle Wealth LLC	4,489	$582K	0.3%	N/A	0.001%
7/25/2024	Pictet North America Advisors SA	1,653	$208K	0.0%	-32.6%	0.000%
7/25/2024	Atlantic Union Bankshares Corp	13,970	$1.76M	0.1%	+437.7%	0.003%
7/24/2024	Tower Bridge Advisors	52,058	$6.56M	0.6%	-1.1%	0.009%
7/24/2024	Grove Bank & Trust	5,648	$712K	0.1%	+27.3%	0.001%
7/24/2024	Quotient Wealth Partners LLC	5,350	$675K	0.0%	-48.8%	0.001%
7/24/2024	Sather Financial Group Inc	4,113	$519K	0.0%	-67.8%	0.001%
7/24/2024	&PARTNERS	4,745	$598K	0.0%	+172.2%	0.001%
7/23/2024	Tevis Investment Management	4,750	$599K	0.5%	-3.0%	0.001%
7/23/2024	Sandy Cove Advisors LLC	6,050	$763K	0.3%	+9.0%	0.001%
7/23/2024	GYL Financial Synergies LLC	37,932	$4.78M	0.4%	+162.1%	0.007%
7/23/2024	1620 Investment Advisors Inc.	196	$25K	0.0%	N/A	0.000%
7/23/2024	H&H Retirement Design & Management INC	5,258	$682K	0.4%	+41.5%	0.001%
7/23/2024	Stableford Capital II LLC	5,023	$658K	0.2%	+30.4%	0.001%
7/23/2024	Courier Capital LLC	14,362	$1.81M	0.1%	-4.1%	0.003%
7/23/2024	Perennial Advisors LLC	19,335	$2.44M	0.5%	+9.5%	0.003%
7/22/2024	Atria Wealth Solutions Inc.	13,123	$1.65M	0.0%	+8.1%	0.002%
7/22/2024	Aaron Wealth Advisors LLC	1,903	$240K	0.0%	-37.9%	0.000%
7/22/2024	Fifth Third Bancorp	7,660	$966K	0.0%	-37.5%	0.001%
7/22/2024	Graybill Wealth Management LTD.	27,597	$3.48M	1.4%	+1.5%	0.005%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
7/22/2024	Legacy Capital Group California Inc.	2,107	$266K	0.1%	+33.7%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	4,389	$553K	0.0%	-4.6%	0.001%
7/22/2024	Sanibel Captiva Trust Company Inc.	46,749	$5.89M	0.2%	-5.6%	0.008%
7/22/2024	West Coast Financial LLC	10,464	$1.32M	0.2%	-1.6%	0.002%
7/22/2024	Dakota Wealth Management	31,994	$4.03M	0.1%	-3.1%	0.006%
7/20/2024	Continuum Advisory LLC	1,672	$211K	0.0%	+23.4%	0.000%
7/20/2024	Kavar Capital Partners Group LLC	38,033	$4.80M	0.9%	-5.0%	0.007%
7/20/2024	Parsons Capital Management Inc. RI	4,348	$548K	0.0%	-8.1%	0.001%
7/20/2024	Raymond James Financial Services Advisors Inc.	168,094	$21.19M	0.0%	+16.7%	0.030%
7/20/2024	Milestone Asset Management LLC	1,990	$251K	0.1%	N/A	0.000%
7/19/2024	Willner & Heller LLC	1,817	$229K	0.2%	-5.1%	0.000%
7/19/2024	Raymond James & Associates	560,623	$70.68M	0.0%	-4.8%	0.101%
7/19/2024	Boston Trust Walden Corp	28,986	$3.66M	0.0%	-7.8%	0.005%
7/19/2024	World Equity Group Inc.	8,502	$1.07M	0.3%	+8.2%	0.002%
7/18/2024	Raelipskie Partnership	5,371	$677K	0.4%	+5.9%	0.001%
7/18/2024	Gradient Investments LLC	3,181	$401K	0.0%	+2.8%	0.001%
7/18/2024	Timber Creek Capital Management LLC	32,537	$4.10M	1.2%	+32.4%	0.006%
7/18/2024	Brookstone Capital Management	2,542	$333K	0.0%	+23.9%	0.000%
7/18/2024	Blue Trust Inc.	3,264	$412K	0.0%	+26.4%	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	3,680	$464K	0.2%	-54.5%	0.001%
7/18/2024	Old Port Advisors	13,416	$1.69M	0.5%	+6.9%	0.002%
7/18/2024	Portside Wealth Group LLC	4,796	$605K	0.1%	-13.6%	0.001%
7/18/2024	Miracle Mile Advisors LLC	31,469	$3.97M	0.1%	N/A	0.006%
7/18/2024	JLB & Associates Inc.	64,712	$8.16M	1.1%	-5.2%	0.012%
7/18/2024	Kennedy Investment Group	18,925	$2.39M	1.2%	+2.1%	0.003%
7/18/2024	Naples Global Advisors LLC	19,795	$2.50M	0.3%	+1.7%	0.004%
7/18/2024	Triad Wealth Partners LLC	197	$25K	0.0%	N/A	0.000%
7/18/2024	Lorne Steinberg Wealth Management Inc.	50,405	$6.36M	2.0%	+35.2%	0.009%
7/17/2024	Clear Harbor Asset Management LLC	11,941	$1.51M	0.1%	+1.2%	0.002%
7/17/2024	Mcdonald Partners LLC	1,938	$244K	0.1%	-14.0%	0.000%
7/17/2024	SOA Wealth Advisors LLC.	684	$86K	0.0%	-34.4%	0.000%
7/17/2024	Welch Group LLC	5,500	$693K	0.0%	+44.7%	0.001%
7/17/2024	Brookmont Capital Management	10,855	$1.37M	0.7%	-17.2%	0.002%
7/17/2024	Wedge Capital Management L L P NC	52,337	$6.60M	0.1%	+47.2%	0.009%
7/17/2024	Alliance Wealth Advisors LLC	1,620	$204K	0.1%	N/A	0.000%
7/17/2024	Country Club Bank	23,365	$2.97M	0.2%	-54.4%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	19,625	$2.47M	0.0%	+3.7%	0.004%
7/16/2024	Sky Investment Group LLC	25,628	$3.23M	0.6%	-1.8%	0.005%
7/16/2024	Addenda Capital Inc.	49,157	$6.20M	0.3%	+27.6%	0.009%
7/16/2024	V Square Quantitative Management LLC	7,020	$885K	0.1%	+5.8%	0.001%
7/16/2024	Great Valley Advisor Group Inc.	1,597	$201K	0.0%	-6.2%	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	112,045	$14.13M	0.0%	+4.3%	0.020%
7/16/2024	NorthCrest Asset Manangement LLC	59,165	$7.46M	0.2%	+3.6%	0.011%
7/16/2024	Ipswich Investment Management Co. Inc.	5,504	$694K	0.2%	-31.4%	0.001%
7/16/2024	Maia Wealth LLC	7,038	$909K	0.3%	N/A	0.001%
7/16/2024	WASHINGTON TRUST Co	610	$77K	0.0%	-12.6%	0.000%
7/16/2024	Baxter Bros Inc.	4,200	$530K	0.1%	-14.3%	0.001%
7/16/2024	Sequoia Financial Advisors LLC	3,189	$402K	0.0%	-27.1%	0.001%
7/16/2024	Pavion Blue Capital LLC	24,132	$3.04M	1.5%	+7.4%	0.004%
7/15/2024	Dynamic Advisor Solutions LLC	4,276	$539K	0.0%	+28.7%	0.001%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
7/15/2024	Occidental Asset Management LLC	4,455	$562K	0.1%	-8.2%	0.001%
7/15/2024	D.B. Root & Company LLC	3,395	$428K	0.1%	-49.0%	0.001%
7/15/2024	Northwest Investment Counselors LLC	12,373	$1.56M	0.4%	-1.0%	0.002%
7/15/2024	Sapient Capital LLC	7,723	$974K	0.0%	-13.8%	0.001%
7/13/2024	Quad Cities Investment Group LLC	1,852	$233K	0.1%	-10.7%	0.000%
7/13/2024	MJP Associates Inc. ADV	2,575	$325K	0.1%	+6.4%	0.000%
7/13/2024	Blue Zone Wealth Advisors LLC	32,711	$4.12M	1.4%	+0.4%	0.006%
7/12/2024	Diversify Advisory Services LLC	1,636	$207K	0.0%	-55.5%	0.000%
7/12/2024	Hexagon Capital Partners LLC	685	$86K	0.0%	-14.9%	0.000%
7/12/2024	Opal Wealth Advisors LLC	349	$44K	0.0%	N/A	0.000%

(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, 1,047 institutional investors and hedge funds held shares of Diageo. The most heavily invested institutionals were Bank of America Corp DE ($939.83M), FMR LLC ($511.42M), Morgan Stanley ($490.97M), Clearbridge Investments LLC ($349.79M), Wells Fargo & Company MN ($307.52M), Charles Schwab Investment Management Inc. ($301.89M), and AKO Capital LLP ($296.95M).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 854 institutional investors that purchased Diageo stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clearbridge Investments LLC ($1.67M), Confluence Investment Management LLC ($937.36K), Envestnet Asset Management Inc. ($580.11K), Public Employees Retirement Association of Colorado ($578.84K), Kovitz Investment Group Partners LLC ($571.67K), Westfield Capital Management Co. LP ($501.78K), and Saratoga Research & Investment Management ($387.58K).

How much institutional buying is happening at Diageo?: Institutional investors have bought a total of 17,384,835 shares in the last 24 months. This purchase volume represents approximately $2.85B in transactions.
Which Diageo major shareholders have been selling company stock?: Of the 682 institutional investors that sold Diageo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Morgan Stanley ($401.68K), Arrowstreet Capital Limited Partnership ($356.57K), Wells Fargo & Company MN ($344.90K), UBS Group AG ($318.78K), Cullen Capital Management LLC ($298.13K), Corient Private Wealth LLC ($257.62K), and Envestnet Asset Management Inc. ($224.58K).
How much institutional selling is happening at Diageo?: Institutional investors have sold a total of 7,421,832 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.