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Diageo (DEO) Institutional Ownership

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$118.75 +1.38 (+1.17%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
547
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
440
Total
Institutional Outflows
(last 12 months)
$940.41M
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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
1/17/2025Raleigh Capital Management Inc.7,688$977K0.4%+2.5%0.001%
1/17/2025Mutual Advisors LLC16,221$1.90M0.1%+31.6%0.003%
1/17/2025Janney Montgomery Scott LLC165,501$21.04M0.1%+2.1%0.030%
1/17/2025Bartlett & CO. Wealth Management LLC37,324$4.75M0.1%-7.0%0.007%
1/17/2025Park Place Capital Corp2,127$270K0.1%-19.3%0.000%
1/17/2025Daymark Wealth Partners LLC9,295$1.18M0.0%-1.5%0.002%
1/17/2025Dakota Wealth Management29,695$3.78M0.1%-3.4%0.005%
1/17/2025Atomi Financial Group Inc.3,891$495K0.0%+36.0%0.001%
1/17/2025Clear Harbor Asset Management LLC2,558$325K0.0%N/A0.000%
1/16/2025Lmcg Investments LLC1,774$226K0.0%-63.1%0.000%
1/16/2025Crossmark Global Holdings Inc.10,484$1.33M0.0%+24.0%0.002%
1/16/2025Mitchell & Pahl Private Wealth LLC6,426$817K0.4%+6.9%0.001%
1/16/2025Ballentine Partners LLC7,316$930K0.0%+17.5%0.001%
1/16/2025Addenda Capital Inc.49,031$6.23M0.3%-0.3%0.009%
1/16/2025Koshinski Asset Management Inc.1,916$244K0.0%-9.3%0.000%
1/16/2025Sky Investment Group LLC20,650$2.63M0.5%-14.4%0.004%
1/16/2025Ervin Investment Management LLC6,351$807K0.5%-4.8%0.001%
1/16/2025UMB Bank n.a.442$56K0.0%-68.5%0.000%
1/16/2025Lincoln Capital LLC55,221$7.02M1.5%-6.5%0.010%
1/16/2025Diversify Wealth Management LLC5,770$682K0.1%+32.0%0.001%
1/16/2025Eldred Rock Partners LLC54,868$6.98M2.3%+0.2%0.010%
1/16/2025Hall Laurie J Trustee460$58K0.0%-22.9%0.000%
1/16/2025Grove Bank & Trust7,462$949K0.1%+30.8%0.001%
1/16/2025 Kelly Financial Services LLC21,666$2.75M0.8%N/A0.004%
1/15/2025 HF Advisory Group LLC8,471$1.08M0.5%+10.1%0.002%
1/15/2025 Aaron Wealth Advisors LLC3,235$411K0.0%+13.2%0.001%
1/15/2025 Smith Salley Wealth Management7,631$970K0.1%-90.7%0.001%
1/15/2025 HB Wealth Management LLC11,687$1.49M0.0%+9.9%0.002%
1/15/2025 Trust Co. of Vermont20,471$2.60M0.1%-16.0%0.004%
1/15/2025 Premier Path Wealth Partners LLC10,287$1.31M0.2%N/A0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.36,625$4.66M0.1%-6.7%0.007%
1/15/2025 Canoe Financial LP8,113,468$1.03B15.0%+88,407.3%1.459%
1/15/2025 Brooklyn Investment Group384$49K0.0%+116.9%0.000%
1/15/2025 Merit Financial Group LLC2,000$254K0.0%+6.2%0.000%
1/15/2025 Wedge Capital Management L L P NC61,392$7.81M0.1%-0.6%0.011%
1/15/2025 Procyon Advisors LLC15,124$1.92M0.1%-19.2%0.003%
1/15/2025 RDA Financial Network1,652$210K0.1%-9.9%0.000%
1/15/2025 Salvus Wealth Management LLC7,076$900K0.6%+86.2%0.001%
1/15/2025 Cohen Investment Advisors LLC3,809$484K0.3%+3.3%0.001%
1/15/2025 Carnegie Investment Counsel1,688$215K0.0%-18.8%0.000%
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1/15/2025 West Coast Financial LLC8,050$1.02M0.1%-16.7%0.001%
1/14/2025 Essex Savings Bank2,609$332K0.1%+8.9%0.000%
1/14/2025 Pinnacle Bancorp Inc.1,038$132K0.0%+16.4%0.000%
1/14/2025 Avity Investment Management Inc.4,340$552K0.0%-33.2%0.001%
1/14/2025 Radnor Capital Management LLC8,731$1.11M0.2%-5.4%0.002%
1/14/2025 Park Avenue Securities LLC10,245$1.30M0.0%-20.2%0.002%
1/14/2025 Kathmere Capital Management LLC1,683$214K0.0%N/A0.000%
1/14/2025 Allen Mooney & Barnes Investment Advisors LLC45,877$5.83M1.0%+2.6%0.008%
1/14/2025 R.H. Investment Group LLC21,666$2.75M2.6%N/A0.004%
1/14/2025 Wynn Capital LLC3,777$480K0.3%+11.0%0.001%
1/14/2025 Fiduciary Financial Group LLC2,033$240K0.1%N/A0.000%
1/14/2025 Pacifica Partners Inc.203$26K0.0%-33.0%0.000%
1/14/2025 180 Wealth Advisors LLC1,790$228K0.0%-5.6%0.000%
1/13/2025 Cullen Investment Group LTD.2,432$309K0.0%-4.9%0.000%
1/13/2025 Courier Capital LLC13,399$1.70M0.1%-9.3%0.002%
1/13/2025 Eastern Bank241$31K0.0%+107.8%0.000%
1/10/2025 ST Germain D J Co. Inc.285$36K0.0%-77.8%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC118,712$16.66M0.0%+0.3%0.021%
1/10/2025 Baker Tilly Wealth Management LLC3,738$475K0.2%-2.4%0.001%
1/10/2025 Fortitude Family Office LLC2,390$304K0.1%-33.1%0.000%
1/8/2025 First Hawaiian Bank5,407$687K0.0%+24.6%0.001%
1/8/2025 Douglas Lane & Associates LLC357,815$45.49M0.6%-20.2%0.064%
1/8/2025 Fulton Bank N.A.11,029$1.40M0.1%-0.8%0.002%
1/7/2025 Diversified Trust Co1,855$236K0.0%+5.6%0.000%
1/7/2025 Norman Fields Gottscho Capital Management LLC3,610$459K0.2%-4.4%0.001%
1/6/2025 Canandaigua National Trust Co of Florida2,113$269K0.2%N/A0.000%
1/6/2025 Canandaigua National Bank & Trust Co.5,649$718K0.1%-4.8%0.001%
1/6/2025 Oliver Luxxe Assets LLC15,977$2.03M0.4%N/A0.003%
1/3/2025 Modus Advisors LLC279$35K0.0%N/A0.000%
1/3/2025 GAMMA Investing LLC3,244$412K0.0%-4.2%0.001%
1/2/2025 Confluence Investment Management LLC1,176,466$149.56M2.1%-3.2%0.211%
1/2/2025 Old Port Advisors13,148$1.67M0.5%-1.5%0.002%
12/26/2024JPMorgan Chase & Co.1,116,994$156.76M0.0%+25.9%0.201%
12/13/2024B. Riley Wealth Advisors Inc.6,489$920K0.0%-9.2%0.001%
12/6/2024Logan Capital Management Inc.22,887$3.21M0.1%+2.2%0.004%
12/2/2024Inspire Trust Co. N.A.18,189$2.55M0.7%+12.4%0.003%
11/27/2024Franklin Resources Inc.119,038$16.12M0.0%-8.9%0.021%
11/26/2024Peapack Gladstone Financial Corp6,350$890K0.0%-5.2%0.001%
11/25/2024Synovus Financial Corp12,368$1.74M0.0%+33.0%0.002%
11/25/2024Optimist Retirement Group LLC16,681$2.34M1.1%+23.7%0.003%
11/25/2024Wilmington Savings Fund Society FSB10,532$1.48M0.0%+550.1%0.002%
11/25/2024World Investment Advisors LLC39,264$5.51M0.1%N/A0.007%
11/25/2024Sanctuary Advisors LLC75,008$10.53M0.1%-3.1%0.013%
11/25/2024Pine Valley Investments Ltd Liability Co13,816$1.94M0.1%-0.7%0.002%
11/22/2024Stock Yards Bank & Trust Co.9,726$1.37M0.0%-9.7%0.002%
11/22/2024Saratoga Research & Investment Management366,966$51.50M2.3%-3.6%0.066%
11/21/2024Anchor Investment Management LLC1,533$215K0.0%+71.7%0.000%
11/20/2024 Bard Financial Services Inc.3,075$432K0.1%-3.9%0.001%
11/18/2024Rehmann Capital Advisory Group4,150$586K0.0%-9.3%0.001%
11/18/2024TD Private Client Wealth LLC19,736$2.77M0.1%+534.8%0.004%
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11/18/2024Sunbelt Securities Inc.2,955$415K0.0%-9.4%0.001%
11/18/2024Empire Financial Management Company LLC6,230$874K0.3%+5.6%0.001%
11/18/2024Coldstream Capital Management Inc.3,769$525K0.0%+10.3%0.001%
11/18/2024FRG Family Wealth Advisors LLC3,945$554K0.1%-16.9%0.001%
11/15/2024M&T Bank Corp30,437$4.27M0.0%-64.7%0.005%
11/15/2024Adalta Capital Management LLC3,370$481K0.2%+17.2%0.001%
11/15/2024Raelipskie Partnership5,571$782K0.4%+3.7%0.001%
11/15/2024Continuum Advisory LLC2,089$293K0.0%+24.9%0.000%
11/15/2024LRI Investments LLC4,041$567K0.0%+62.2%0.001%
11/15/2024Drucker Wealth 3.0 LLC9,161$1.29M0.3%+29.7%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, 1,058 institutional investors and hedge funds held shares of Diageo. The most heavily invested institutionals were Canoe Financial LP ($1.03B), Bank of America Corp DE ($939.83M), FMR LLC ($735.67M), Morgan Stanley ($490.97M), Wells Fargo & Company MN ($307.52M), UBS Group AG ($247.19M), and London Co. of Virginia ($236.34M).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: Canoe Financial LP ($8.11M), Clearbridge Investments LLC ($1.30M), Confluence Investment Management LLC ($1.22M), Bank of Montreal Can ($833.27K), FMR LLC ($626.44K), Public Employees Retirement Association of Colorado ($578.84K), and Kovitz Investment Group Partners LLC ($571.67K).

How much institutional buying is happening at Diageo?

Institutional investors have bought a total of 28,303,769 shares in the last 24 months. This purchase volume represents approximately $4.15B in transactions.

Which Diageo major shareholders have been selling company stock?

Of the 683 institutional investors that sold Diageo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Brothers Harriman & Co. ($984.16K), Clearbridge Investments LLC ($853.69K), Bank of Montreal Can ($692.27K), The Manufacturers Life Insurance Company ($532.89K), Natixis Advisors LLC ($414.19K), Morgan Stanley ($401.68K), and Arrowstreet Capital Limited Partnership ($356.57K).

How much institutional selling is happening at Diageo?

Institutional investors have sold a total of 10,903,077 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.


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This page (NYSE:DEO) was last updated on 1/18/2025 by MarketBeat.com Staff
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