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Diageo (DEO) Institutional Ownership

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$82.54 +0.51 (+0.63%)
Closing price 03:59 PM Eastern
Extended Trading
$82.01 -0.54 (-0.65%)
As of 07:58 PM 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)
454
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
457
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
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%
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%
6/30/2026Winning 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 Company 18,172$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 ON 299,180$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%
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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%
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%
5/7/2026Parallel Advisors LLC7,272$541K0.0%-2.0%0.001%
5/7/2026Koss Olinger Consulting LLC3,332$248K0.0%-6.9%0.001%
5/6/2026Pavion Blue Capital LLC17,553$1.31M0.6%-1.3%0.003%
5/6/2026Bartlett & CO. Wealth Management LLC11,654$925K0.0%-27.3%0.002%
5/6/2026Advisortrust Partners LLC5,954$443K0.2%+24.8%0.001%
5/6/2026Assetmark Inc.124,193$9.25M0.0%-52.1%0.022%
5/6/2026Gallacher Capital Management LLC3,134$233K0.1%+17.2%0.001%
5/6/2026Bessemer Group Inc.3,335$248K0.0%-19.9%0.001%
5/6/2026Allspring Global Investments Holdings LLC4,354$319K0.0%-31.0%0.001%
5/5/2026BCGM Wealth Management LLC15,504$1.15M0.3%+9.3%0.003%
5/5/2026D.A. Davidson & CO.31,582$2.35M0.0%+8.8%0.006%
5/5/2026Bank of New York Mellon Corp160,477$11.95M0.0%+9.5%0.029%
5/5/2026Geneos Wealth Management Inc.2,175$162K0.0%-75.3%0.000%
5/5/2026SouthState Bank Corp1,632$122K0.0%-26.9%0.000%
5/5/2026Sanctuary Advisors LLC46,266$3.44M0.0%+4.3%0.008%
5/5/2026Roberts Glore & Co. Inc. IL4,202$313K0.1%+8.9%0.001%
5/4/2026ABC Arbitrage SA506,836$37.73M5.0%-9.6%0.091%
5/4/2026Citizens National Bank Trust Department5,335$397K0.1%-8.1%0.001%
5/4/2026Absher Wealth Management LLC5,696$424K0.0%-6.2%0.001%
5/4/2026Tevis Investment Management10,199$759K0.4%+23.0%0.002%
5/4/2026CORDA Investment Management LLC.169,084$12.59M0.9%+14.5%0.030%
5/2/2026Anchor Investment Management LLC1,694$126K0.0%-9.4%0.000%
5/2/2026ARQ Wealth Advisors LLC3,225$240K0.0%-11.8%0.001%
5/1/2026 Lincoln Capital LLC9,863$734K0.1%-5.8%0.002%
5/1/2026Fifth Third Bancorp3,214$239K0.0%-32.6%0.001%
5/1/2026Markel Group Inc.1,372,208$102.16M0.9%+0.0%0.247%
5/1/2026Sequoia Financial Advisors LLC4,658$347K0.0%+14.4%0.001%
5/1/2026Kornitzer Capital Management Inc. KS14,015$1.04M0.0%-15.0%0.003%
5/1/2026Manning & Napier Advisors LLC34,849$2.60M0.0%+3.9%0.006%
5/1/2026DMC Group LLC3,439$256K0.2%-7.2%0.001%
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4/30/2026Hsbc Holdings PLC12,377$914K0.0%+27.5%0.002%
4/30/2026Summit Securities Group LLC1,000$74K0.0%-28.6%0.000%
4/30/2026First Horizon Corp3,487$260K0.0%-9.2%0.001%
4/30/2026Mosaic Family Wealth Partners LLC3,225$240K0.0%N/A0.001%
4/30/2026Kestra Advisory Services LLC20,336$1.51M0.0%-20.2%0.004%
4/30/2026Personal CFO Solutions LLC5,460$407K0.1%+10.2%0.001%
4/30/2026Frank Rimerman Advisors LLC3,970$296K0.0%N/A0.001%
4/29/2026Montag A & Associates Inc.16,726$1.25M0.1%-1.2%0.003%
4/29/2026Nicholas Hoffman & Company LLC.14,561$1.08M0.0%+9.4%0.003%
4/29/2026Addison Capital Co6,526$486K0.1%+11.1%0.001%


DEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,012 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 787 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 ($3.79M), 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 18,928,001 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

Of the 457 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: Bank of America Corp DE ($2.02M), The Manufacturers Life Insurance Company ($1.52M), GQG Partners LLC ($1.33M), 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 14,451,515 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.



This page (NYSE:DEO) was last updated on 7/13/2026 by MarketBeat.com Staff.
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