Diageo Ownership | Who Owns Diageo?

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Diageo Ownership Summary

Diageo is owned by 2.55% institutional investors, 0.06% insiders, and 97.39% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Diageo	2.55%	0.06%	97.39%
Sector	Consumer Defensive Stocks	49.00%	13.00%	37.99%
Industry	Beverages - Wineries & Distilleries Stocks	39.37%	18.92%	41.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	4.80M	0.21%	$605.74M
Bank of america corp /de/	4.75M	0.21%	$599.19M
Morgan stanley	2.99M	0.13%	$376.39M
Orbis allan gray	1.86M	0.08%	$233.98M
Clearbridge investments	1.70M	0.08%	$213.80M
Wells fargo & company/mn	1.48M	0.07%	$186.58M
Markel group	1.37M	0.06%	$172.31M
Royal bank of canada	1.35M	0.06%	$170.83M
London co of virginia	1.34M	0.06%	$168.57M
Blackrock	1.31M	0.06%	$165.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prevatt capital	277.50K	10.91%	$34.99M
Kerrisdale advisers	118.45K	4.67%	$14.93M
Drh investments	31.50K	4.29%	$3.97M
Bcwm	62.85K	2.85%	$7.92M
Mcginn penninger investment management	31.63K	2.71%	$3.99M
Manitou investment management	89.17K	2.52%	$11.24M
Rbo	107.94K	2.43%	$13.61M
Corda investment management, llc.	227.01K	2.33%	$28.62M
Seneca house advisors	42.23K	2.31%	$5.32M
Saratoga research & investment management	380.79K	2.18%	$48.01M

Top Buyers

Holder	Shares	% Assets	Change
Bank of montreal /can/	799.65K	0.03%	729.17K
Hsbc	521.92K	0.04%	420.78K
Morgan stanley	2.99M	0.03%	383.03K
Jpmorgan chase	887.05K	0.01%	361.63K
Orbis allan gray	1.86M	1.46%	314.83K

Top Sellers

Holder	Shares	% Assets	Change
Charles schwab investment management	18.27K	0.00%	-2.16M
Clearbridge investments	1.70M	0.17%	-655.89K
Manufacturers life insurance company, the	129.38K	0.02%	-532.89K
Natixis advisors	461.51K	0.13%	-414.19K
Wells fargo & company/mn	1.48M	0.05%	-366.75K

New Positions

Holder	Shares	% Assets	Change	Value
Aviso financial	228.11K	1.60%	228.11K	$28.77M
Federated hermes	40.22K	0.01%	40.22K	$5.07M
Waverly advisors	36.17K	0.09%	36.17K	$4.56M
Manning & napier advisors	33.70K	0.05%	33.70K	$4.25M
Citigroup	26.60K	0.00%	26.60K	$3.35M

Sold Out

Holder	Change
Palisade asset management	-4.00
Kayne anderson rudnick investment management	-5.00
Newsquare capital	-6.00
Toth financial advisory	-10.00
Crewe advisors	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	951	-8.03%	57,231,018	-3.38%	2	36.57%	415	-11.70%	367	1.10%
Mar 31, 2024	1,034	1.97%	59,232,249	7.08%	2	43.40%	470	4.44%	363	-9.70%
Dec 31, 2023	1,014	5.52%	55,316,291	1.50%	2	41.94%	450	16.28%	402	11.67%
Sep 30, 2023	961	-4.19%	54,498,866	-1.59%	2	39.97%	387	-11.24%	360	3.75%
Jun 30, 2023	1,003	-1.57%	55,381,618	0.37%	2	41.36%	436	-5.83%	347	2.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Bridge Builder Large Cap Value	1.07M	0.19%	105.15K
Confluence Equity Income	579.34K	0.10%	61.18K
BlackRock Large Cap Core (SMA)	464.01K	0.08%	-
Orbis Global Equity Investor	441.92K	0.08%	110.70K
Strategic Advisers Fidelity US TtlStk	433.70K	0.08%	10.00K
MFS Large Cap Value CIT CL 5	397.32K	0.07%	-
Fidelity Series Large Cap Stock	394.90K	0.07%	-
Xtrackers S&P 500 Swap ETF 1C	349.74K	0.06%	349.74K
First Trust Value Line® Dividend ETF	330.75K	0.06%	-154.00
Kovitz Core Equity	279.34K	0.05%	84.18K

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell

DEO Ownership FAQ

Who Owns Diageo?

Diageo shareholders are primarily institutional investors at 2.55%, followed by 0.06% insiders and 97.39% retail investors. The average institutional ownership in Diageo's industry, Beverages - Wineries & Distilleries Stocks , is 39.37%, 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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