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Diageo (DEO) Institutional Ownership

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$111.65 +0.70 (+0.63%)
Closing price 04/24/2025
Extended Trading
$110.74 -0.91 (-0.82%)
As of 08:38 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)
586
Total
Institutional Inflows
(last 12 months)
$2.94B
Number of
Institutional Sellers
(last 12 months)
474
Total
Institutional Outflows
(last 12 months)
$2.00B
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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
4/25/2025Joel Isaacson & Co. LLC7,975$836K0.0%-2.7%0.001%
4/24/2025Allspring Global Investments Holdings LLC5,624$588K0.0%+96.5%0.001%
4/24/2025Highland Capital Management LLC13,710$1.44M0.1%-6.2%0.002%
4/24/2025TCV Trust & Wealth Management Inc.45,416$4.76M0.4%-6.5%0.008%
4/24/20253Chopt Investment Partners LLC2,007$214K0.1%N/A0.000%
4/24/2025Lafayette Investments Inc.58,316$6.11M1.3%+3.7%0.010%
4/24/2025Philip James Wealth Mangement LLC18,212$1.91M0.2%N/A0.003%
4/24/2025Canvas Wealth Advisors LLC3,762$423K0.1%-31.1%0.001%
4/24/2025Bartlett & CO. Wealth Management LLC22,949$2.45M0.0%-38.5%0.004%
4/24/2025Transcend Capital Advisors LLC5,057$530K0.0%-3.7%0.001%
4/24/2025Trust Co. of Vermont14,999$1.57M0.1%-26.7%0.003%
4/24/2025Loring Wolcott & Coolidge Fiduciary Advisors LLP MA499$55K0.0%-58.7%0.000%
4/24/2025Park Place Capital Corp2,641$277K0.1%+24.2%0.000%
4/24/2025Intelligent 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%
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%
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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%
4/21/2025 DecisionMap Wealth Management LLC4,279$448K0.3%+14.5%0.001%
4/21/2025 Blue Trust Inc.4,961$520K0.0%+23.9%0.001%
4/21/2025 Autumn Glory Partners LLC9,929$1.04M0.5%+1.9%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.27,743$2.91M0.0%-39.4%0.005%
4/21/2025 Boston Trust Walden Corp10,031$1.05M0.0%-62.4%0.002%
4/21/2025 Premier Path Wealth Partners LLC11,047$1.16M0.2%+7.4%0.002%
4/21/2025 Johnson Investment Counsel Inc.3,234$339K0.0%+16.2%0.001%
4/21/2025 Barrett & Company Inc.260$27K0.0%N/A0.000%
4/21/2025 Essex Savings Bank2,327$244K0.1%-10.8%0.000%
4/18/2025 GSB Wealth Management LLC2,474$259K0.1%-72.9%0.000%
4/18/2025 CENTRAL TRUST Co17,001$1.78M0.0%-3.4%0.003%
4/18/2025 Insigneo Advisory Services LLC5,029$527K0.1%+12.1%0.001%
4/17/2025 Schaper Benz & Wise Investment Counsel Inc. WI55,348$5.80M0.5%+21.1%0.010%
4/17/2025 Inscription Capital LLC1,708$179K0.0%N/A0.000%
4/17/2025 JLB & Associates Inc.15,304$1.60M0.2%-9.8%0.003%
4/17/2025 Grove Bank & Trust7,560$792K0.1%+1.3%0.001%
4/17/2025 Grimes & Company Inc.3,506$367K0.0%-8.3%0.001%
4/17/2025 QRG Capital Management Inc.11,597$1.22M0.0%+7.1%0.002%
4/17/2025 Sagespring Wealth Partners LLC3,153$330K0.0%+8.2%0.001%
4/17/2025 Carlton Hofferkamp & Jenks Wealth Management LLC3,619$392K0.2%-17.0%0.001%
4/17/2025 Lorne Steinberg Wealth Management Inc.56,825$5.96M1.7%+4.9%0.010%
4/17/2025 Sowell Financial Services LLC2,498$262K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC192,367$20.16M0.1%+16.2%0.035%
4/17/2025 Brown Miller Wealth Management LLC4,684$491K0.2%N/A0.001%
4/17/2025 Cyndeo Wealth Partners LLC1,923$202K0.0%-17.1%0.000%
4/17/2025 Foster Victor Wealth Advisors LLC2,368$259K0.0%+22.8%0.000%
4/17/2025 Dynamic Advisor Solutions LLC2,737$287K0.0%-7.9%0.000%
4/16/2025 Opal Wealth Advisors LLC285$30K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC138,252$14.49M0.0%+16.3%0.025%
4/16/2025 Stock Yards Bank & Trust Co.4,624$485K0.0%-19.7%0.001%
4/16/2025 Hickory Asset Management Inc.3,043$319K0.3%-6.6%0.001%
4/16/2025 Elevation Point Wealth Partners LLC4,340$455K0.0%+91.8%0.001%
4/16/2025 NorthCrest Asset Manangement LLC61,723$6.47M0.2%+1.1%0.011%
4/16/2025 Sky Investment Group LLC17,305$1.81M0.3%-16.2%0.003%
4/16/2025 Union Bancaire Privee UBP SA1,371$137K0.0%-43.4%0.000%
4/16/2025 Fort Washington Investment Advisors Inc. OH246,608$25.84M0.2%+0.1%0.044%
4/16/2025 Bradyco Inc.10,090$1.06M0.8%-13.0%0.002%
4/16/2025 Fortitude Family Office LLC2,234$234K0.1%-6.5%0.000%
4/15/2025 Fifth Third Bancorp6,374$668K0.0%-34.8%0.001%
4/15/2025 Coerente Capital Management3,000$314K0.1%-12.2%0.001%
4/15/2025 Martin Capital Partners LLC9,983$1.05M1.3%N/A0.002%
4/15/2025 CX Institutional994$104K0.0%N/A0.000%
4/15/2025 Integrated Advisors Network LLC2,690$282K0.0%+36.1%0.000%
4/15/2025 Sanibel Captiva Trust Company Inc.9,221$966K0.0%-74.8%0.002%
4/15/2025 Parsons Capital Management Inc. RI3,057$320K0.0%-27.6%0.001%
4/15/2025 GAMMA Investing LLC1,473$154K0.0%-54.6%0.000%
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4/14/2025 Farther Finance Advisors LLC18,680$1.95M0.0%+8.2%0.003%
4/14/2025 Portside Wealth Group LLC4,957$519K0.1%+6.9%0.001%
4/14/2025 Courier Capital LLC13,274$1.39M0.1%-0.9%0.002%
4/14/2025 Wedge Capital Management L L P NC62,198$6.52M0.1%+1.3%0.011%
4/14/2025 Bangor Savings Bank5,544$581K0.1%-8.5%0.001%
4/14/2025 Park Avenue Securities LLC10,645$1.12M0.0%+3.9%0.002%
4/14/2025 OLD National Bancorp IN3,110$326K0.0%-26.9%0.001%
4/14/2025 Wynn Capital LLC4,532$475K0.3%+20.0%0.001%
4/14/2025 Miracle Mile Advisors LLC40,492$4.24M0.1%+30.1%0.007%
4/14/2025 Patriot Financial Group Insurance Agency LLC8,794$922K0.1%+21.8%0.002%
(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, 1,089 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 886 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 34,083,883 shares in the last 24 months. This purchase volume represents approximately $4.76B in transactions.

Which Diageo major shareholders have been selling company stock?

Of the 711 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 21,449,977 shares in the last 24 months. This volume of shares sold represents approximately $2.71B in transactions.



This page (NYSE:DEO) was last updated on 4/25/2025 by MarketBeat.com Staff
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