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Diageo (DEO) Institutional Ownership

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$110.61 +1.08 (+0.99%)
As of 04/14/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Diageo (NYSE:DEO)

Current
Institutional Ownership
Percentage
8.97%
Number of
Institutional Buyers
(last 12 months)
582
Total
Institutional Inflows
(last 12 months)
$2.98B
Number of
Institutional Sellers
(last 12 months)
479
Total
Institutional Outflows
(last 12 months)
$1.14B
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DEO Institutional Buying and Selling by Quarter

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Diageo Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Farther 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%
4/14/2025Courier Capital LLC13,274$1.39M0.1%-0.9%0.002%
4/14/2025Wedge Capital Management L L P NC62,198$6.52M0.1%+1.3%0.011%
4/14/2025Bangor Savings Bank5,544$581K0.1%-8.5%0.001%
4/14/2025Park Avenue Securities LLC10,645$1.12M0.0%+3.9%0.002%
4/14/2025OLD National Bancorp IN3,110$326K0.0%-26.9%0.001%
4/14/2025Wynn Capital LLC4,532$475K0.3%+20.0%0.001%
4/14/2025Miracle Mile Advisors LLC40,492$4.24M0.1%+30.1%0.007%
4/14/2025Patriot Financial Group Insurance Agency LLC8,794$922K0.1%+21.8%0.002%
4/14/2025UMB Bank n.a.274$29K0.0%-38.0%0.000%
4/14/2025Perennial Advisors LLC11,663$1.22M0.2%+4.0%0.002%
4/11/2025 Perkins Coie Trust Co255$27K0.0%N/A0.000%
4/11/2025 Seneca House Advisors36,286$3.80M1.6%-3.4%0.007%
4/11/2025 Blue Zone Wealth Advisors LLC38,127$4.00M1.1%+10.8%0.007%
4/11/2025 Procyon Advisors LLC22,823$2.39M0.1%+50.9%0.004%
4/11/2025 West Coast Financial LLC6,615$693K0.1%-17.8%0.001%
4/10/2025 Salvus Wealth Management LLC5,200$545K0.3%-26.5%0.001%
4/10/2025 Naples Global Advisors LLC25,941$2.76M0.3%-10.2%0.005%
4/10/2025 Columbia Asset Management3,723$390K0.1%-97.6%0.001%
4/10/2025 HF Advisory Group LLC9,822$1.03M0.4%+15.9%0.002%
4/10/2025 Beacon Financial Group2,471$259K0.0%-65.0%0.000%
4/10/2025 Portside Wealth Group LLC4,637$486K0.1%-3.1%0.001%
4/10/2025 Iams Wealth Management LLC6,249$655K0.3%+26.3%0.001%
4/9/2025 Fulton Bank N.A.11,199$1.17M0.0%+1.5%0.002%
4/9/2025 Merit Financial Group LLC5,024$526K0.0%+151.2%0.001%
4/9/2025 Milestone Asset Management LLC9,534$999K0.2%-3.2%0.002%
4/9/2025 Eldred Rock Partners LLC73,077$7.67M2.4%+33.2%0.013%
4/9/2025 LVW Advisors LLC4,447$466K0.1%-3.1%0.001%
4/9/2025 NBC Securities Inc.1,098$115K0.0%+109,700.0%0.000%
4/9/2025 Baker Tilly Wealth Management LLC5,053$530K0.2%+35.2%0.001%
4/9/2025 Ervin Investment Management LLC5,861$614K0.4%-7.7%0.001%
4/9/2025 Douglas Lane & Associates LLC375,279$39.33M0.6%+4.9%0.067%
4/9/2025 Addenda Capital Inc.48,778$5.19M0.2%-0.5%0.009%
4/9/2025 Sanders Morris Harris LLC2,563$269K0.0%+13.3%0.000%
4/8/2025 Rhumbline Advisers4,783$501K0.0%+6.7%0.001%
4/8/2025 Allied Investment Advisors LLC74,829$7.84M1.5%+17.7%0.013%
4/8/2025 Lantz Financial LLC15,082$1.58M0.4%-2.8%0.003%
4/8/2025 Parallel Advisors LLC7,783$816K0.0%+24.0%0.001%
4/7/2025 GAMMA Investing LLC154,305$16.17M0.0%+4,656.6%0.028%
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4/4/2025 Webster Bank N. A.990$104K0.0%-13.2%0.000%
4/3/2025 Versant Capital Management Inc2,618$274K0.0%+1,354.4%0.000%
4/3/2025 Central Pacific Bank Trust Division12,113$1.27M0.2%-6.2%0.002%
4/3/2025 First Hawaiian Bank5,108$535K0.0%-5.5%0.001%
4/3/2025 Norman Fields Gottscho Capital Management LLC3,485$365K0.1%-3.5%0.001%
4/2/2025 Marcum Wealth LLC2,377$249K0.0%N/A0.000%
4/1/2025 Confluence Investment Management LLC1,184,987$124.18M1.8%+0.7%0.213%
3/17/2025Wealth Enhancement Advisory Services LLC118,925$15.12M0.0%+0.5%0.021%
3/17/2025NorthCrest Asset Manangement LLC61,053$7.76M0.2%+0.9%0.011%
3/12/2025Centaurus Financial Inc.5,594$711K0.0%+32.7%0.001%
3/5/2025Probity Advisors Inc.1,745$222K0.0%-24.3%0.000%
2/26/2025 Lakeshore Capital Group Inc.3,162$402K0.6%N/A0.001%
2/25/2025Heck Capital Advisors LLC367$47K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.6,136$780K0.0%-5.4%0.001%
2/25/2025Integrated Advisors Network LLC1,976$251K0.0%-14.0%0.000%
2/24/2025H&H Retirement Design & Management INC4,540$577K0.4%-9.1%0.001%
2/21/2025Aberdeen Wealth Management LLC5,221$664K0.5%-2.2%0.001%
2/21/2025Perennial Advisors LLC11,219$1.43M0.3%N/A0.002%
2/20/2025Drucker Wealth 3.0 LLC7,308$929K0.2%-20.2%0.001%
2/19/2025Auxier Asset Management12,116$1.54M0.2%-5.2%0.002%
2/19/2025Formidable Asset Management LLC1,957$249K0.0%-24.8%0.000%
2/19/2025WCG Wealth Advisors LLC19,789$2.52M0.2%+3.4%0.004%
2/18/2025Sunbelt Securities Inc.3,863$489K0.0%+30.7%0.001%
2/18/2025Vise Technologies Inc.5,030$639K0.1%+42.7%0.001%
2/18/2025Orion Capital Management LLC200$25K0.0%N/A0.000%
2/18/2025Adalta Capital Management LLC1,980$252K0.1%-41.2%0.000%
2/18/2025Focus Partners Advisor Solutions LLC2,607$331K0.0%-11.9%0.000%
2/18/2025Principal Street Partners LLC2,394$304K0.1%-50.6%0.000%
2/18/2025Delta Investment Management LLC1,967$250K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC43,034$5.47M0.1%+6.6%0.008%
2/17/2025Vident Advisory LLC3,010$383K0.0%-13.9%0.001%
2/17/2025Thornburg Investment Management Inc.29,404$3.74M0.0%-10.1%0.005%
2/17/2025Snowden Capital Advisors LLC30,291$3.85M0.1%-5.9%0.005%
2/17/2025Royal Bank of Canada1,540,800$195.88M0.0%+0.3%0.277%
2/17/2025Prevatt Capital Ltd160,000$20.34M5.9%-11.1%0.029%
2/17/2025Quadcap Wealth Management LLC5,740$730K0.1%+63.2%0.001%
2/17/2025Quantinno Capital Management LP13,940$1.77M0.0%-64.4%0.003%
2/17/2025Pathstone Holdings LLC62,114$7.90M0.0%-4.7%0.011%
2/17/2025Malaga Cove Capital LLC3,101$394K0.2%+3.3%0.001%
2/17/2025Nuveen Asset Management LLC9,239$1.18M0.0%-7.2%0.002%
2/17/2025Measured Risk Portfolios Inc.254$32K0.0%N/A0.000%
2/17/2025Morse Asset Management Inc475$60K0.0%-29.6%0.000%
2/17/2025MJP Associates Inc. ADV1,870$238K0.0%-26.7%0.000%
2/17/2025Lazard Asset Management LLC216,136$27.48M0.0%-8.4%0.039%
2/17/2025LMR Partners LLP25,000$3.18M0.0%N/A0.004%
2/17/2025Logan Capital Management Inc.22,705$2.89M0.1%-0.8%0.004%
2/17/2025London Co. of Virginia1,123,030$142.77M0.8%-10.2%0.202%
2/17/2025Laird Norton Wetherby Wealth Management LLC14,047$1.79M0.1%+6.8%0.003%
2/17/2025JARISLOWSKY FRASER Ltd623,534$79.27M0.5%+0.6%0.112%
2/17/2025Greenline Partners LLC483$61K0.0%N/A0.000%
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2/17/2025Focus Partners Wealth46,901$5.99M0.0%+122.7%0.008%
2/17/2025Ellevest Inc.2,769$352K0.0%-27.0%0.000%
2/17/2025Ethic Inc.29,216$3.71M0.1%-8.5%0.005%
2/17/2025Fiduciary Trust Co16,769$2.13M0.0%-8.2%0.003%
2/17/2025First Manhattan CO. LLC.242,167$32.28M0.1%-12.8%0.044%
2/17/2025Fullcircle Wealth LLC9,521$1.21M0.5%+6.7%0.002%
2/17/2025Deutsche Bank AG239,358$30.43M0.0%-31.8%0.043%
2/17/2025EP Wealth Advisors LLC1,799$229K0.0%-29.3%0.000%
2/17/2025Eagle Global Advisors LLC22,160$2.82M0.1%N/A0.004%
2/17/2025Colonial Trust Co SC5,749$731K0.1%-15.2%0.001%
(Data available from 1/1/2016 forward)

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DEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEO shares?

During the previous two years, 1,092 institutional investors and hedge funds held shares of Diageo. The most heavily invested institutionals were Canoe Financial LP ($1.03B), 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), and Royal Bank of Canada ($195.88M).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 890 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 33,945,229 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: 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), Natixis Advisors LLC ($447.72K), and Wells Fargo & Company MN ($404.49K).

How much institutional selling is happening at Diageo?

Institutional investors have sold a total of 13,173,839 shares in the last 24 months. This volume of shares sold represents approximately $1.84B in transactions.



This page (NYSE:DEO) was last updated on 4/15/2025 by MarketBeat.com Staff
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