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Diageo (DEO) Institutional Ownership

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$142.40
-0.55 (-0.38%)
(As of 05/17/2024 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)
563
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
485
Total
Institutional Outflows
(last 12 months)
$702.33M
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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
5/17/2024 New Covenant Trust Company N.A.688$102K0.1%N/A0.000%
5/17/2024 WealthPlan Investment Management LLC4,081$607K0.1%-12.2%0.001%
5/17/2024 Beacon Capital Management LLC193$29K0.0%+777.3%0.000%
5/17/2024 Hancock Whitney Corp1,966$292K0.0%N/A0.000%
5/17/2024 Adalta Capital Management LLC2,925$440K0.2%N/A0.001%
5/17/2024 Coppell Advisory Solutions Corp.8,900$1.32M0.2%N/A0.002%
5/16/2024 B. Riley Wealth Advisors Inc.7,966$1.21M0.0%+15.2%0.001%
5/16/2024 Knoll Capital Management LLC6,750$1.00M0.6%N/A0.001%
5/16/2024 Silvercrest Asset Management Group LLC37,889$5.64M0.0%-5.8%0.007%
5/15/2024 SVB Wealth LLC4,738$705K0.0%+18.8%0.001%
5/15/2024 Transcendent Capital Group LLC513$76K0.0%N/A0.000%
5/15/2024 Mount Yale Investment Advisors LLC3,410$507K0.0%+60.2%0.001%
5/15/2024 London & Capital Asset Management Ltd13,192$1.96M0.1%+13.7%0.002%
5/15/2024 Public Employees Retirement Association of Colorado305,071$45.38M0.2%-36.8%0.055%
5/15/2024 Price T Rowe Associates Inc. MD73,870$10.99M0.0%+2.0%0.013%
5/15/2024 BOKF NA755$112K0.0%-12.3%0.000%
5/15/2024 Lazard Asset Management LLC137,292$20.42M0.0%+0.9%0.025%
5/15/2024 LRI Investments LLC2,507$357K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.13,379$1.99M0.0%-78.2%0.002%
5/15/2024 Guardian Capital Advisors LP50,884$7.14M0.8%-7.6%0.009%
5/15/2024 Gabelli Funds LLC605,900$90.12M0.7%-0.2%0.109%
5/15/2024 Gamco Investors INC. ET AL308,216$45.84M0.5%-1.8%0.055%
5/15/2024 Stonebridge Capital Advisors LLC47,884$7.12M0.6%-3.7%0.009%
5/14/2024 Toronto Dominion Bank9,949$1.48M0.0%+0.9%0.002%
5/14/2024 Cadence Bank2,340$348K0.0%-10.9%0.000%
5/14/2024 Advisors Asset Management Inc.5,128$763K0.0%+18.8%0.001%
5/14/2024 Axxcess Wealth Management LLC5,577$829K0.0%-9.9%0.001%
5/14/2024 EP Wealth Advisors LLC2,083$310K0.0%-3.9%0.000%
5/14/2024 Fayez Sarofim & Co795,516$118.33M0.4%-0.9%0.143%
5/14/2024 Evermay Wealth Management LLC312$46K0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC2,092$311K0.0%-12.9%0.000%
5/14/2024 Pitcairn Co.1,795$267K0.0%N/A0.000%
5/14/2024 National Bank of Canada FI290,162$41.48M0.1%+76.7%0.052%
5/14/2024 Lake Street Advisors Group LLC5,790$871K0.0%+30.3%0.001%
5/13/2024 Financial Gravity Asset Management Inc.11,109$1.65M0.4%-90.5%0.002%
5/13/2024 Bessemer Group Inc.2,210$330K0.0%-51.2%0.000%
5/13/2024 Thornburg Investment Management Inc.146,203$21.69M0.3%+115.9%0.026%
5/13/2024 Clearbridge Investments LLC2,351,654$349.79M0.3%+7.0%0.422%
5/13/2024 O Shaughnessy Asset Management LLC19,273$2.87M0.0%+43.6%0.003%
5/13/2024 PAX Financial Group LLC3,118$464K0.1%+4.0%0.001%
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5/13/2024 Penobscot Investment Management Company Inc.8,087$1.20M0.1%+12.7%0.001%
5/11/2024 Bahl & Gaynor Inc.12,347$1.84M0.0%-1.8%0.002%
5/11/2024 Lcnb Corp1,568$233K0.1%-18.6%0.000%
5/11/2024 Catalytic Wealth RIA LLC4,103$610K0.1%+62.4%0.001%
5/11/2024 Jacobi Capital Management LLC5,160$768K0.1%+4.6%0.001%
5/11/2024 Mark Sheptoff Financial Planning LLC200$30K0.0%-83.3%0.000%
5/11/2024 Hutner Capital Management Inc.24,532$3.65M2.0%-1.2%0.004%
5/10/2024 Osaic Holdings Inc.56,390$8.39M0.0%-5.8%0.010%
5/10/2024 TIAA Trust National Association4,685$697K0.0%-12.9%0.001%
5/10/2024 Pinnacle Wealth Planning Services Inc.3,560$530K0.1%+12.1%0.001%
5/10/2024 Councilmark Asset Management LLC10,037$1.49M1.1%N/A0.002%
5/10/2024 First Foundation Advisors14,817$2.20M0.1%-68.8%0.003%
5/10/2024 Tocqueville Asset Management L.P.26,229$3.90M0.1%-0.8%0.005%
5/10/2024 TCTC Holdings LLC31,386$4.67M0.2%-8.0%0.006%
5/9/2024 Barden Capital Management Inc.4,473$665K0.6%+10.0%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC5,458$812K0.1%+6.0%0.001%
5/9/2024 ProVise Management Group LLC2,778$413K0.0%+16.0%0.000%
5/9/2024 Orion Portfolio Solutions LLC79,492$11.82M0.1%+3.2%0.014%
5/9/2024 Blair William & Co. IL40,563$6.03M0.0%-11.4%0.007%
5/9/2024 Wilkins Investment Counsel Inc.3,710$552K0.1%N/A0.001%
5/9/2024 Kingsview Wealth Management LLC1,708$254K0.0%+15.4%0.000%
5/9/2024 HBK Sorce Advisory LLC3,445$512K0.0%+19.1%0.001%
5/9/2024 First Eagle Investment Management LLC27,547$4.10M0.0%+5.6%0.005%
5/9/2024 Managed Asset Portfolios LLC34,013$5.06M0.7%+74.2%0.006%
5/9/2024 Beacon Investment Advisory Services Inc.1,726$257K0.0%N/A0.000%
5/9/2024 SageView Advisory Group LLC5,667$843K0.0%-26.1%0.001%
5/9/2024 Portland Global Advisors LLC36,431$5.42M0.7%+3.3%0.007%
5/9/2024 Eagle Bay Advisors LLC633$95K0.1%+87.3%0.000%
5/9/2024 Koshinski Asset Management Inc.1,396$208K0.0%N/A0.000%
5/8/2024 MAI Capital Management90,230$13.42M0.1%-0.4%0.016%
5/8/2024 Bleakley Financial Group LLC25,524$3.80M0.1%+346.5%0.005%
5/8/2024 Avantax Advisory Services Inc.7,994$1.19M0.0%+4.6%0.001%
5/8/2024 US Bancorp DE97,892$14.56M0.0%+21.0%0.018%
5/8/2024 Addison Capital Co8,378$1.25M0.6%+13.7%0.002%
5/8/2024 Russell Investments Group Ltd.1,136$169K0.0%+42.7%0.000%
5/8/2024 Washington Trust Advisors Inc.30,637$4.56M0.4%-0.5%0.006%
5/8/2024 Roffman Miller Associates Inc. PA123,390$18.35M1.2%-1.0%0.022%
5/8/2024 QRG Capital Management Inc.7,185$1.07M0.0%+16.4%0.001%
5/8/2024 Headlands Technologies LLC4,060$604K0.1%N/A0.001%
5/8/2024 Thoroughbred Financial Services LLC5,560$827K0.1%-30.9%0.001%
5/7/2024 Sei Investments Co.131,111$19.50M0.0%+2.0%0.024%
5/7/2024 Chilton Capital Management LLC311$46K0.0%-39.4%0.000%
5/7/2024 Concurrent Investment Advisors LLC10,385$1.55M0.1%+151.0%0.002%
5/7/2024 Atomi Financial Group Inc.2,484$369K0.0%+77.0%0.000%
5/7/2024 Anchor Capital Advisors LLC58,646$8.72M0.2%-2.9%0.011%
5/7/2024 Montag A & Associates Inc.20,748$3.12M0.2%-6.0%0.004%
5/7/2024 BCGM Wealth Management LLC6,313$939K0.3%+2.5%0.001%
5/7/2024Susquehanna International Group Ltd.15,726$2.34M0.6%N/A0.003%
5/7/2024 Hyman Charles D12,406$1.85M0.1%-20.0%0.002%
5/7/2024 Nelson Capital Management LLC16,365$2.43M0.5%-11.5%0.003%
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5/7/2024 Oppenheimer Asset Management Inc.136,373$20.28M0.3%+7.3%0.024%
5/7/2024 Oppenheimer & Co. Inc.17,033$2.53M0.0%+8.2%0.003%
5/7/2024 Meixler Investment Management Ltd.9,817$1.46M1.1%+3.6%0.002%
5/7/2024 Nuance Investments LLC183,602$27.31M0.7%-30.4%0.033%
5/7/2024 Wealthspire Advisors LLC9,162$1.36M0.0%-3.6%0.002%
5/7/2024 Retirement Planning Co of New England Inc.5,573$829K0.5%-37.7%0.001%
5/7/2024 Mystic Asset Management Inc.13,156$1.96M0.8%+3.9%0.002%
5/7/2024 Stokes Family Office LLC7,546$1.12M0.1%-1.0%0.001%
5/6/2024 Quantbot Technologies LP1,338$199K0.0%-90.0%0.000%
5/6/2024 Envestnet Portfolio Solutions Inc.18,918$2.81M0.0%+47.6%0.003%
(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, 1,049 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 ($349.79M), 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 859 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 ($1.67M), Confluence Investment Management LLC ($854.46K), Envestnet Asset Management Inc. ($580.11K), 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 18,752,337 shares in the last 24 months. This purchase volume represents approximately $3.16B in transactions.

Which Diageo major shareholders have been selling company stock?

Of the 681 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 ($298.13K), and Corient Private Wealth LLC ($257.62K).

How much institutional selling is happening at Diageo?

Institutional investors have sold a total of 7,934,971 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 5/18/2024 by MarketBeat.com Staff

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