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. Canoe financial lp is the largest institutional shareholder, holding 0.36% of DEO shares. Bridge Builder Large Cap Value is the top mutual fund, with 0.20% of its assets in Diageo shares.

DEO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Diageo	10.61%	0.06%	89.33%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Beverages - Wineries & Distilleries Stocks	37.11%	12.06%	50.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Canoe financial lp	8.11M	0.36%	$257.75M
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

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
Canoe financial lp	8.11M	4.20%	$257.75M
Bcwm	62.85K	2.85%	$7.92M
Mcginn penninger investment management	31.63K	2.71%	$3.99M
Cambiar investors	497.02K	2.51%	$63.19M
Rbo	107.94K	2.43%	$13.61M
Eldred rock partners	54.87K	2.39%	$6.98M
Corda investment management, llc.	227.01K	2.33%	$28.62M

Top Buyers

Holder	Shares	% Assets	Change
Canoe financial lp	8.11M	4.20%	8.10M
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

Top Sellers

Holder	Shares	% Assets	Change
Charles schwab investment management	18.27K	0.00%	-2.16M
Clearbridge investments	1.70M	0.17%	-655.89K
Natixis advisors	461.51K	0.13%	-414.19K
Wells fargo & company/mn	1.48M	0.05%	-366.75K
Bank of america corp /de/	4.75M	0.05%	-346.68K

New Positions

Holder	Shares	% Assets	Change	Value
Aviso financial	228.11K	1.60%	228.11K	$28.77M
Generate investment management	87.75K	0.78%	87.75K	$11.16M
Federated hermes	40.22K	0.01%	40.22K	$5.07M
Waverly advisors	36.17K	0.09%	36.17K	$4.56M
Citigroup	26.60K	0.00%	26.60K	$3.35M

Sold Out

Holder	Change
West branch capital	-1.00
Creekmur asset management	-2.00
Palisade asset management	-4.00
Kayne anderson rudnick investment management	-5.00
Newsquare capital	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	969	0.31%	59,236,727	0.92%	10	9.51%	442	4.49%	338	-9.38%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Bridge Builder Large Cap Value	1.10M	0.20%	3.48K
Confluence Equity Income	513.13K	0.09%	-66.20K
Orbis Global Equity Investor	500.23K	0.09%	58.30K
Strategic Advisers Fidelity US TtlStk	486.40K	0.09%	-
Fidelity Series Large Cap Stock	424.50K	0.08%	-
MFS Large Cap Value CIT CL 5	394.15K	0.07%	-10.20K
First Trust Value Line® Dividend ETF	334.62K	0.06%	-158.00
Fidelity Growth & Income	274.21K	0.05%	-
Xtrackers S&P 500 Swap ETF 1C	238.33K	0.04%	91.51K
BlackRock Large Cap Core (SMA)	237.25K	0.04%	-226.76K

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 37.11%, which Diageo falls below.

Who owns the most shares of Diageo?

Diageo’s largest shareholders are Canoe financial lp (8.11M shares, 0.36%), Fmr (4.8M shares, 0.21%), and Bank of america corp /de/ (4.75M shares, 0.21%). Together, they hold 0.79% of Diageo’s total shares outstanding.

Does Blackrock own Diageo?

BlackRock is not among the top 10 institutional shareholders of Diageo.

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 0.20% of its total shares outstanding invested in 1.1M Diageo shares.

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