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Diageo (DEO) Institutional Ownership

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(As of 04/26/2024 ET)
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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)
588
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$704.04M
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DEO Institutional Buying and Selling by Quarter

Diageo Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Pinnacle Associates Ltd.29,583$4.40M0.1%-6.1%0.005%
4/26/2024Pavion Blue Capital LLC22,475$3.34M1.7%+9.0%0.004%
4/26/2024UMB Bank n.a.4,070$605K0.0%-30.7%0.001%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC5,944$822K0.3%-3.1%0.001%
4/26/2024Narwhal Capital Management20,950$3.12M0.3%-32.0%0.004%
4/26/2024Northwest Bancshares Inc.32,920$4.90M0.8%+7.4%0.006%
4/26/2024Yousif Capital Management LLC9,636$1.43M0.0%-2.3%0.002%
4/26/2024First National Trust Co4,116$612K0.0%-4.0%0.001%
4/26/2024Mitchell & Pahl Private Wealth LLC5,491$817K0.4%+7.0%0.001%
4/26/2024Legacy Bridge LLC1,277$190K0.1%-13.5%0.000%
4/26/2024SYSTM Wealth Solutions LLC7,816$1.17M0.1%-14.6%0.001%
4/26/2024First Personal Financial Services39,690$5.90M1.4%-1.0%0.007%
4/26/2024 Mesirow Financial Investment Management Inc.3,446$512K0.0%N/A0.001%
4/26/2024MONECO Advisors LLC1,539$229K0.0%-5.4%0.000%
4/26/2024Verdence Capital Advisors LLC5,939$883K0.1%+115.3%0.001%
4/26/2024Checchi Capital Advisers LLC2,920$434K0.0%+6.8%0.001%
4/26/2024Tritonpoint Wealth LLC2,789$415K0.0%+17.1%0.000%
4/25/2024Lindbrook Capital LLC5,233$778K0.1%+2.7%0.001%
4/25/2024Strategy Asset Managers LLC34,280$5.10M1.1%-6.1%0.006%
4/25/2024Capital Investment Advisory Services LLC1,954$291K0.0%+6.5%0.000%
4/25/2024Benedict Financial Advisors Inc.25,131$3.74M0.9%+2.9%0.005%
4/25/2024Aaron Wealth Advisors LLC3,064$456K0.1%N/A0.001%
4/25/2024Cascade Investment Advisors Inc.6,483$964K0.6%+17.2%0.001%
4/25/2024 Summit Financial LLC6,984$1.05M0.1%-2.3%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.18,975$2.82M0.0%-12.6%0.003%
4/24/2024 CENTRAL TRUST Co19,709$2.93M0.1%-1.4%0.004%
4/24/2024 Dakota Wealth Management33,003$4.91M0.1%-0.9%0.006%
4/24/2024 Simplicity Wealth LLC25,524$3.80M0.1%N/A0.005%
4/24/2024 Buttonwood Financial Advisors Inc.4,588$682K0.3%N/A0.001%
4/24/2024 Essex Financial Services Inc.3,648$543K0.1%+5.6%0.001%
4/24/2024 H&H Retirement Design & Management INC3,717$528K0.3%N/A0.001%
4/23/2024 BSW Wealth Partners2,276$339K0.1%+44.0%0.000%
4/23/2024 Sky Investment Group LLC26,105$3.88M0.7%-4.0%0.005%
4/23/2024 Absher Wealth Management LLC17,564$2.61M0.4%+5.2%0.003%
4/23/2024 Global Retirement Partners LLC7,278$1.08M0.0%+1,101.0%0.001%
4/23/2024 Fishman Jay A Ltd. MI10,040$1.49M0.2%-55.5%0.002%
4/23/2024 Sage Mountain Advisors LLC1,422$212K0.0%N/A0.000%
4/23/2024 Moody Lynn & Lieberson LLC1,628$242K0.0%-85.9%0.000%
4/23/2024 Hamel Associates Inc.8,540$1.27M0.4%-8.8%0.002%
4/23/2024 WASHINGTON TRUST Co698$104K0.0%-16.7%0.000%
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4/23/2024 Canvas Wealth Advisors LLC3,252$456K0.2%-34.2%0.001%
4/23/2024 Live Oak Private Wealth LLC59,563$8.86M1.5%+2.7%0.011%
4/23/2024 Gradient Investments LLC3,095$460K0.0%-7.0%0.001%
4/23/2024 Fifth Third Bancorp12,258$1.82M0.0%-66.7%0.002%
4/23/2024 Summit Trail Advisors LLC3,244$488K0.0%+2.4%0.001%
4/23/2024 Regatta Capital Group LLC2,115$315K0.1%N/A0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA5,354$761K0.0%-23.4%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.143,981$21.42M0.0%+79.4%0.026%
4/23/2024 Stonegate Investment Group LLC3,999$595K0.0%+15.7%0.001%
4/23/2024 Sapient Capital LLC8,960$1.35M0.0%-7.2%0.002%
4/22/2024 Nicholas Hoffman & Company LLC.2,212$329K0.0%+10.1%0.000%
4/22/2024 PFG Investments LLC2,433$362K0.0%N/A0.000%
4/22/2024 Altfest L J & Co. Inc.3,266$486K0.1%N/A0.001%
4/22/2024 Drive Wealth Management LLC3,342$503K0.1%-4.5%0.001%
4/22/2024 Raymond James & Associates589,090$87.62M0.1%+9.1%0.105%
4/22/2024 Lawson Kroeker Investment Management Inc. NE8,410$1.25M0.2%-41.0%0.002%
4/22/2024Ashton Thomas Private Wealth LLC7,045$1.05M0.1%-17.4%0.001%
4/20/2024 Cohen Investment Advisors LLC3,038$452K0.3%-2.4%0.001%
4/19/2024 American National Bank & Trust Co. VA29,795$4.43M1.0%N/A0.005%
4/19/2024 First Trust Direct Indexing L.P.5,668$843K0.1%+18.0%0.001%
4/19/2024 Norden Group LLC49,039$7.29M0.1%+1,347.4%0.009%
4/18/2024 SeaCrest Wealth Management LLC2,790$415K0.1%-10.3%0.000%
4/18/2024 Naviter Wealth LLC12,242$1.84M0.3%+51.6%0.002%
4/18/2024 Woodmont Investment Counsel LLC14,744$2.19M0.2%-1.0%0.003%
4/18/2024 Farmers & Merchants Investments Inc.2,765$411K0.0%-29.1%0.000%
4/18/2024 Iams Wealth Management LLC7,362$1.13M0.7%+25.7%0.001%
4/18/2024 Allspring Global Investments Holdings LLC1,350$201K0.0%-79.9%0.000%
4/18/2024 Hexagon Capital Partners LLC805$120K0.0%+17.3%0.000%
4/18/2024 LVW Advisors LLC4,400$654K0.1%-12.7%0.001%
4/18/2024 Roberts Wealth Advisors LLC13,614$1.87M0.7%+4.7%0.002%
4/18/2024 Seneca House Advisors42,309$6.29M2.7%+5.6%0.008%
4/18/2024 Blue Zone Wealth Advisors LLC32,568$4.84M1.7%+58.1%0.006%
4/17/2024 Sandy Cove Advisors LLC5,550$826K0.4%+9.9%0.001%
4/17/2024 D.B. Root & Company LLC6,656$990K0.3%-12.9%0.001%
4/17/2024 Founders Financial Securities LLC7,527$1.12M0.1%+15.4%0.001%
4/17/2024 Town & Country Bank & Trust CO dba First Bankers Trust CO4,298$639K0.3%-10.7%0.001%
4/17/2024 Kathleen S. Wright Associates Inc.4,045$602K0.3%+8.9%0.001%
4/17/2024 Grimes & Company Inc.3,940$586K0.0%-6.7%0.001%
4/17/2024 Saratoga Research & Investment Management387,581$57.65M2.6%+33.7%0.069%
4/17/2024 Griffin Asset Management Inc.8,102$1.21M0.1%-1.0%0.001%
4/16/2024 Trust Co. of Virginia VA38,335$5.70M0.5%-1.5%0.007%
4/16/2024 Galibier Capital Management Ltd.11,613$1.73M0.4%-7.2%0.002%
4/16/2024 Independence Bank of Kentucky1,481$220K0.1%+11.0%0.000%
4/16/2024 Webster Bank N. A.1,191$177K0.0%-7.7%0.000%
4/16/2024 Harbour Capital Advisors LLC4,683$698K0.2%-9.1%0.001%
4/16/2024 Atwater Malick LLC40,360$6.00M2.1%-5.7%0.007%
4/16/2024 Capital Insight Partners LLC7,685$1.14M0.2%-5.3%0.001%
4/16/2024 Tevis Investment Management4,897$728K0.6%-1.7%0.001%
4/16/2024 Pinnacle Bancorp Inc.680$101K0.0%+49.5%0.000%
4/16/2024 Atlantic Union Bankshares Corp2,598$386K0.0%-19.5%0.000%
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4/16/2024 Addenda Capital Inc.38,520$5.79M0.3%-0.3%0.007%
4/16/2024 Brookmont Capital Management13,113$1.95M1.0%+0.7%0.002%
4/16/2024 Courier Capital LLC14,970$2.23M0.2%-2.7%0.003%
4/16/2024 Lincoln Capital LLC63,013$9.37M2.1%-2.3%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC107,452$15.98M0.0%+6.9%0.019%
4/16/2024 Procyon Advisors LLC14,153$2.11M0.2%+77.3%0.003%
4/16/2024 Ervin Investment Management LLC6,966$1.04M0.7%-4.0%0.001%
4/15/2024 Graybill Wealth Management LTD.27,193$4.05M1.7%+18.2%0.005%
4/15/2024 Aspiriant LLC1,865$277K0.0%-7.6%0.000%
4/15/2024 Brookstone Capital Management2,051$305K0.0%N/A0.000%
(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, 1,063 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 ($320.04M), 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 876 institutional investors that purchased Diageo stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BNP Paribas Arbitrage SA ($1.70M), Clearbridge Investments LLC ($1.52M), Confluence Investment Management LLC ($854.46K), Envestnet Asset Management Inc. ($603.00K), Public Employees Retirement Association of Colorado ($578.84K), Kovitz Investment Group Partners LLC ($571.67K), and Westfield Capital Management Co. LP ($501.78K).

How much institutional buying is happening at Diageo?

Institutional investors have bought a total of 19,332,285 shares in the last 24 months. This purchase volume represents approximately $3.31B in transactions.

Which Diageo major shareholders have been selling company stock?

Of the 697 institutional investors that sold Diageo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($413.81K), 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 ($307.38K), and Corient Private Wealth LLC ($257.62K).

How much institutional selling is happening at Diageo?

Institutional investors have sold a total of 7,780,007 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSE:DEO) was last updated on 4/27/2024 by MarketBeat.com Staff

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