Diageo Ownership | Who Owns Diageo?


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Diageo Ownership Summary


Diageo is owned by 10.61% institutional investors, 0.06% insiders, and 89.33% retail investors. Fmr is the largest institutional shareholder, holding 0.21% of DEO shares. Bridge Builder Large Cap Value is the top mutual fund, with 0.19% of its assets in Diageo shares.

DEO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDiageo10.61%0.06%89.33%
SectorConsumer Defensive Stocks 51.56%13.97%34.47%
IndustryBeverages - Wineries & Distilleries Stocks 44.61%14.31%41.07%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr4.80M0.21%$605.74M
Bank of america corp /de/4.75M0.21%$599.19M
Morgan stanley2.99M0.13%$376.39M
Orbis allan gray1.86M0.08%$233.98M
Clearbridge investments1.70M0.08%$213.80M
Wells fargo & company/mn1.48M0.07%$186.58M
Markel group1.37M0.06%$172.31M
Royal bank of canada1.35M0.06%$170.83M
London co of virginia1.34M0.06%$168.57M
Blackrock1.31M0.06%$165.03M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Prevatt capital277.50K10.91%$34.99M
Kerrisdale advisers118.45K4.67%$14.93M
Drh investments31.50K4.29%$3.97M
Bcwm62.85K2.85%$7.92M
Mcginn penninger investment management31.63K2.71%$3.99M
Manitou investment management89.17K2.52%$11.24M
Rbo107.94K2.43%$13.61M
Corda investment management, llc.227.01K2.33%$28.62M
Seneca house advisors42.23K2.31%$5.32M
Saratoga research & investment management380.79K2.18%$48.01M

Top Buyers

HolderShares% AssetsChange
Bank of montreal /can/799.65K0.03%729.17K
Hsbc521.92K0.04%420.78K
Morgan stanley2.99M0.03%383.03K
Jpmorgan chase887.05K0.01%361.63K
Orbis allan gray1.86M1.46%314.83K

Top Sellers

HolderShares% AssetsChange
Charles schwab investment management18.27K0.00%-2.16M
Clearbridge investments1.70M0.17%-655.89K
Natixis advisors461.51K0.13%-414.19K
Wells fargo & company/mn1.48M0.05%-366.75K
Bank of america corp /de/4.75M0.05%-346.68K

New Positions

HolderShares% AssetsChangeValue
Aviso financial228.11K1.60%228.11K$28.77M
Federated hermes40.22K0.01%40.22K$5.07M
Waverly advisors36.17K0.09%36.17K$4.56M
Manning & napier advisors33.70K0.05%33.70K$4.25M
Citigroup26.60K0.00%26.60K$3.35M

Sold Out

HolderChange
Creekmur asset management-2.00
Palisade asset management-4.00
Kayne anderson rudnick investment management-5.00
Newsquare capital-6.00
Avion wealth-8.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20249690.31%59,236,7270.92%109.51%4424.49%338-9.38%
Jun 30, 2024951-8.03%57,231,018-3.38%236.57%415-11.70%3671.10%
Mar 31, 20241,0341.97%59,232,2497.08%243.40%4704.44%363-9.70%
Dec 31, 20231,0145.52%55,316,2911.50%241.94%45016.28%40211.67%
Sep 30, 2023961-4.19%54,498,866-1.59%239.97%387-11.24%3603.75%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Bridge Builder Large Cap Value1.07M0.19%105.15K
Confluence Equity Income579.34K0.10%61.18K
BlackRock Large Cap Core (SMA)464.01K0.08%-
Orbis Global Equity Investor441.92K0.08%110.70K
Strategic Advisers Fidelity US TtlStk433.70K0.08%10.00K
MFS Large Cap Value CIT CL 5400.07K0.07%2.75K
Fidelity Series Large Cap Stock394.90K0.07%-
Xtrackers S&P 500 Swap ETF 1C349.74K0.06%349.74K
First Trust Value Line® Dividend ETF330.75K0.06%-154.00
Kovitz Core Equity279.34K0.05%84.18K

DEO Ownership FAQ


Who Owns Diageo?

Diageo shareholders are primarily institutional investors at 10.61%, followed by 0.06% insiders and 89.33% retail investors. The average institutional ownership in Diageo's industry, Beverages - Wineries & Distilleries Stocks , is 44.61%, which Diageo falls below.

Who owns the most shares of Diageo?

Diageo’s largest shareholders are Fmr (4.8M shares, 0.21%), Bank of america corp /de/ (4.75M shares, 0.21%), and Morgan stanley (2.99M shares, 0.13%). Together, they hold 0.56% of Diageo’s total shares outstanding.

Does Blackrock own Diageo?

Yes, BlackRock owns 0.06% of Diageo, totaling 1.31M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 165.03M$. In the last quarter, BlackRock decreased its holdings by -14.071K shares, a -1.06% change.

Who is Diageo’s biggest shareholder by percentage of total assets invested?

Prevatt capital is Diageo’s biggest shareholder by percentage of total assets invested, with 10.91% of its assets in 277.5K Diageo shares, valued at 34.99M$.

Who is the top mutual fund holder of Diageo shares?

Bridge Builder Large Cap Value is the top mutual fund holder of Diageo shares, with 0.19% of its total shares outstanding invested in 1.07M Diageo shares.

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