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Diageo (DEO) Institutional Ownership

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$81.06 +0.38 (+0.46%)
As of 09:55 AM 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)
464
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
468
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
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%
5/8/2026 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%
5/6/2026 Gallacher Capital Management LLC3,134$233K0.1%+17.2%0.001%
5/6/2026 Bessemer Group Inc.3,335$248K0.0%-19.9%0.001%
5/6/2026 Allspring Global Investments Holdings LLC4,354$319K0.0%-31.0%0.001%
5/5/2026 BCGM Wealth Management LLC15,504$1.15M0.3%+9.3%0.003%
5/5/2026 D.A. Davidson & CO.31,582$2.35M0.0%+8.8%0.006%
5/5/2026 Bank of New York Mellon Corp160,477$11.95M0.0%+9.5%0.029%
5/5/2026 Geneos Wealth Management Inc.2,175$162K0.0%-75.3%0.000%
5/5/2026 SouthState Bank Corp1,632$122K0.0%-26.9%0.000%
5/5/2026 Sanctuary Advisors LLC46,266$3.44M0.0%+4.3%0.008%
5/5/2026 Roberts Glore & Co. Inc. IL4,202$313K0.1%+8.9%0.001%
5/4/2026 ABC Arbitrage SA506,836$37.73M5.0%-9.6%0.091%
5/4/2026 Citizens National Bank Trust Department5,335$397K0.1%-8.1%0.001%
5/4/2026 Absher Wealth Management LLC5,696$424K0.0%-6.2%0.001%
5/4/2026 Tevis Investment Management10,199$759K0.4%+23.0%0.002%
5/4/2026 CORDA Investment Management LLC.169,084$12.59M0.9%+14.5%0.030%
5/2/2026 Anchor Investment Management LLC1,694$126K0.0%-9.4%0.000%
5/2/2026 ARQ Wealth Advisors LLC3,225$240K0.0%-11.8%0.001%
5/1/2026 Lincoln Capital LLC9,863$734K0.1%-5.8%0.002%
5/1/2026 Fifth Third Bancorp3,214$239K0.0%-32.6%0.001%
5/1/2026 Markel Group Inc.1,372,208$102.16M0.9%+0.0%0.247%
5/1/2026 Sequoia Financial Advisors LLC4,658$347K0.0%+14.4%0.001%
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5/1/2026 Kornitzer Capital Management Inc. KS14,015$1.04M0.0%-15.0%0.003%
5/1/2026 Manning & Napier Advisors LLC34,849$2.60M0.0%+3.9%0.006%
5/1/2026 DMC Group LLC3,439$256K0.2%-7.2%0.001%
4/30/2026 Hsbc Holdings PLC12,377$914K0.0%+27.5%0.002%
4/30/2026 Summit Securities Group LLC1,000$74K0.0%-28.6%0.000%
4/30/2026 First Horizon Corp3,487$260K0.0%-9.2%0.001%
4/30/2026 Mosaic Family Wealth Partners LLC3,225$240K0.0%N/A0.001%
4/30/2026 Kestra Advisory Services LLC20,336$1.51M0.0%-20.2%0.004%
4/30/2026 Personal CFO Solutions LLC5,460$407K0.1%+10.2%0.001%
4/30/2026 Frank Rimerman Advisors LLC3,970$296K0.0%N/A0.001%
4/29/2026 Montag A & Associates Inc.16,726$1.25M0.1%-1.2%0.003%
4/29/2026 Nicholas Hoffman & Company LLC.14,561$1.08M0.0%+9.4%0.003%
4/29/2026 Addison Capital Co6,526$486K0.1%+11.1%0.001%
4/29/2026 R Squared Ltd4,115$306K0.2%-28.7%0.001%
4/29/2026 Great Hill Capital LLC92,092$6.86M0.4%+32.6%0.017%
4/29/2026 Cohen Investment Advisors LLC4,276$318K0.2%+4.1%0.001%
4/28/2026 Abel Hall LLC2,791$208K0.0%N/A0.001%
4/28/2026 Stephens Inc. AR24,582$1.83M0.0%+9.7%0.004%
4/28/2026 Lee Danner & Bass Inc.26,530$1.98M0.1%+15.0%0.005%
4/28/2026 Parrish Capital LLC6,207$462K0.4%+19.6%0.001%
4/28/2026 QRG Capital Management Inc.12,532$933K0.0%+33.2%0.002%
4/27/2026 Lafayette Investments Inc.36,681$2.73M0.6%+0.4%0.007%
4/27/2026 HB Wealth Management LLC19,518$1.45M0.0%-4.2%0.004%
4/27/2026 Moran Wealth Management LLC83,339$6.21M0.2%+60.4%0.015%
4/27/2026 World Investment Advisors18,792$1.40M0.0%-61.4%0.003%
4/27/2026 Private Advisor Group LLC7,886$587K0.0%-15.5%0.001%
4/27/2026 Leonteq Securities AG3,300$246K0.0%+223.5%0.001%
4/27/2026 Elevation Point Wealth Partners LLC9,678$720K0.0%+246.6%0.002%
4/27/2026 Jamison Private Wealth Management Inc.3,602$268K0.0%-4.7%0.001%
4/25/2026 Boston Trust Walden Corp6,971$519K0.0%-4.6%0.001%
4/25/2026 Keybank National Association OH8,726$650K0.0%-7.5%0.002%
4/25/2026 Mitchell & Pahl Private Wealth LLC8,111$604K0.2%+17.8%0.001%
4/24/2026 CHICAGO TRUST Co NA6,460$481K0.1%+17.5%0.001%
4/24/2026 Rexford Capital Inc.5,918$441K0.3%+110.8%0.001%
4/24/2026 Capricorn Fund Managers Ltd15,000$1.12M0.2%N/A0.003%
4/24/2026 MQS Management LLC4,770$355K0.2%-3.6%0.001%
4/23/2026 Premier Path Wealth Partners LLC7,283$542K0.1%-18.0%0.001%
4/23/2026 Brown Miller Wealth Management LLC6,332$471K0.1%+122.3%0.001%
4/23/2026 Pinnacle Bancorp Inc.1,076$80K0.0%+56.2%0.000%
4/23/2026 Apollon Wealth Management LLC3,795$283K0.0%+8.2%0.001%
4/22/2026 Patriot Financial Group Insurance Agency LLC10,502$782K0.0%+75.3%0.002%
4/22/2026 Janney Montgomery Scott LLC172,333$12.83M0.0%+5.1%0.031%
4/22/2026 Fort Washington Investment Advisors Inc. OH246,957$18.39M0.1%-0.2%0.044%
4/22/2026 Sterling Capital Management LLC10,281$765K0.0%+16.1%0.002%
4/22/2026 Venturi Wealth Management LLC3,114$232K0.0%-28.7%0.001%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC6,307$470K0.0%-3.1%0.001%
4/21/2026 HF Advisory Group LLC7,859$585K0.2%-20.4%0.001%
4/21/2026 Welch Group LLC5,934$442K0.0%+21.8%0.001%
4/21/2026 Aaron Wealth Advisors LLC4,747$353K0.0%+14.7%0.001%
4/21/2026 OLD National Bancorp IN2,949$220K0.0%-4.1%0.001%
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4/21/2026 Fiduciary Alliance LLC9,704$773K0.0%N/A0.002%
4/20/2026 Kestra Private Wealth Services LLC3,659$272K0.0%-5.4%0.001%
4/20/2026 Live Oak Private Wealth LLC95,352$7.10M1.0%+47.2%0.017%
4/20/2026 Blue Trust Inc.2,992$223K0.0%+12.7%0.001%
4/20/2026 Keudell Morrison Wealth Management3,010$224K0.0%-5.3%0.001%
4/18/2026 CENTRAL TRUST Co12,285$915K0.0%-8.6%0.002%
4/16/2026 Kavar Capital Partners Group LLC6,010$447K0.1%-71.3%0.001%
4/16/2026 Founders Financial Securities LLC7,852$617K0.0%-4.4%0.001%
4/15/2026 Weatherly Asset Management L. P.5,649$421K0.0%-5.8%0.001%
3/17/2026Rockefeller Capital Management L.P.12,205$1.05M0.0%-20.2%0.002%


DEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,024 institutional investors and hedge funds held shares of Diageo. The most heavily invested institutionals were FMR LLC ($739.13M), Bank of America Corp DE ($222.60M), 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 785 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 19,068,378 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

Of the 461 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), GQG Partners LLC ($1.33M), Wellington Management Group LLP ($799.86K), Cullen Capital Management LLC ($661.65K), Natixis Advisors LLC ($516.76K), Royal Bank of Canada ($459.18K), and Fayez Sarofim & Co ($435.58K).

Institutional investors have sold a total of 12,974,947 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.



This page (NYSE:DEO) was last updated on 5/14/2026 by MarketBeat.com Staff.
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