Diageo Ownership | Who Owns Diageo?


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Diageo Ownership Summary


Diageo is owned by 0.04% institutional investors, 0.06% insiders, and 99.90% retail investors. Fmr is the largest institutional shareholder, holding 0.26% 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


TypeName% Inst% Insiders% Retail
StockDiageo0.04%0.06%99.90%
SectorConsumer Defensive Stocks 35.68%16.68%47.64%
IndustryBeverages - Wineries & Distilleries Stocks 21.62%13.08%65.30%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr5.81M0.26%$739.13M
Bank of america corp /de/4.75M0.21%$599.19M
Morgan stanley2.99M0.13%$376.39M
Kovitz investment group partners2.60M0.12%$330.63M
Royal bank of canada1.54M0.07%$195.88M
Wells fargo & company/mn1.43M0.06%$181.44M
Bank of montreal /can/1.41M0.06%$178.75M
Envestnet asset management1.40M0.06%$177.80M
Markel group1.37M0.06%$173.75M
Blackrock1.31M0.06%$165.03M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Drh investments75.30K9.23%$7.89M
Prevatt capital160.00K5.52%$16.77M
Kerrisdale advisers119.72K5.14%$15.22M
Mcginn penninger investment management40.80K3.47%$5.19M
St. james investment company142.28K3.12%$18.09M
Bcwm62.85K2.85%$7.92M
Cambiar investors497.02K2.51%$63.19M
Rbo118.20K2.45%$15.03M
Hillman capital management51.40K2.42%$6.53M
Creegan & nassoura financial group28.35K2.42%$3.60M

Top Buyers

HolderShares% AssetsChange
Kovitz investment group partners2.60M1.10%1.82M
Bank of montreal /can/1.41M0.08%1.30M
Raymond james financial974.53K0.05%974.53K
Fmr5.81M0.04%571.87K
Morgan stanley2.99M0.03%383.03K

Top Sellers

HolderShares% AssetsChange
Orbis allan gray---1.98M
Morningstar investment services62.46K0.72%-621.25K
Groupama asset managment---404.87K
Blackrock funding, inc. /de862.58K0.00%-360.88K
Bank of america corp /de/4.75M0.05%-346.68K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial974.53K0.05%974.53K$123.89M
St. james investment company142.28K3.12%142.28K$18.09M
Cubist systematic strategies110.44K0.07%110.44K$11.57M
Clark estates inc/ny85.50K2.10%85.50K$10.87M
Hillman capital management51.40K2.42%51.40K$6.53M

Sold Out

HolderChange
West branch capital-1.00
Creekmur asset management-2.00
Quent capital-4.00
Palisade asset management-4.00
Kayne anderson rudnick investment management-5.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202516-98.37%993,288-98.51%-0.50%5-98.80%3-99.24%
Dec 31, 2024937-4.97%66,353,51010.96%241.56%391-12.72%3829.77%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Bridge Builder Large Cap Value1.13M0.20%13.31K
Confluence Equity Income717.70K0.13%131.01K
JHancock Fundamental Large Cap Core A519.47K0.09%-
Manulife IM US Large Cap Core512.94K0.09%512.94K
Strategic Advisers Fidelity US TtlStk510.70K0.09%-
Orbis Global Equity Investor500.23K0.09%58.30K
Fidelity Series Large Cap Stock443.10K0.08%-
First Trust Value Line® Dividend ETF376.13K0.07%-
Fidelity Growth & Income341.51K0.06%-
MFS Large Cap Value CIT CL 5317.30K0.06%-2.99K

DEO Ownership FAQ


Who Owns Diageo?

Diageo shareholders are primarily institutional investors at 0.04%, followed by 0.06% insiders and 99.90% retail investors. The average institutional ownership in Diageo's industry, Beverages - Wineries & Distilleries Stocks , is 21.62%, which Diageo falls below.

Who owns the most shares of Diageo?

Diageo’s largest shareholders are Fmr (5.81M shares, 0.26%), Bank of america corp /de/ (4.75M shares, 0.21%), and Morgan stanley (2.99M shares, 0.13%). Together, they hold 0.60% 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?

Drh investments is Diageo’s biggest shareholder by percentage of total assets invested, with 9.23% of its assets in 75.3K Diageo shares, valued at 7.89M$.

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 1.13M Diageo shares.

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