DEO

Diageo PLC-Sponsored ADR
Consumer StaplesUSCUSIP 25243Q205◍ Confluence graph
Tracked 13F Holders
659
-190 QoQ
13F Value (tracked)
$4.2B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)38 adding · 12 trimming
Insider net (180d)$0

Who owns DEO?

659 tracked 13F filers

659 tracked 13F filers disclose a position in DEO as of the latest SEC 13F filings, a combined $4.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$520.0M
7.0M
+4.2%
Added · +281K sh
Q1 2026
2Orbis Allan Gray Ltd
$384.0M
4.8M
+29%
Added · +1.1M sh
Q2 2026
3BANK OF AMERICA CORP /DE/
$216.9M
2.9M
+3.7%
Added · +104K sh
Q1 2026
4EQUITY INVESTMENT CORP
$134.0M
1.7M
+14%
Added · +199K sh
Q2 2026
5BANK OF MONTREAL /CAN/
$107.7M
1.4M
−33%
Reduced · −726K sh
Q1 2026
6DIMENSIONAL FUND ADVISORS LP
$102.1M
1.4M
+53%
Added · +478K sh
Q1 2026
7MARKEL GROUP INC.
$110.3M
1.4M
Held
Q2 2026
8CONFLUENCE INVESTMENT MANAGEMENT LLC
$100.8M
1.4M
+23%
Added · +255K sh
Q1 2026
9FRANKLIN RESOURCES INC
$100.0M
1.3M
23×
Added · +1.3M sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$85.7M
1.2M
+160%
Added · +709K sh
Q1 2026
11ENVESTNET ASSET MANAGEMENT INC
$75.3M
1.0M
−11%
Reduced · −124K sh
Q1 2026
12MORGAN STANLEY
$73.1M
982K
−50%
Reduced · −965K sh
Q1 2026
13Cullen Capital Management, LLC
$71.8M
964K
+48%
Added · +314K sh
Q1 2026
14WELLS FARGO & COMPANY/MN
$65.0M
872K
−25%
Reduced · −296K sh
Q1 2026
15ROYAL BANK OF CANADA
$59.8M
803K
−10%
Reduced · −94K sh
Q1 2026
16RAYMOND JAMES FINANCIAL INC
$58.7M
788K
−30%
Reduced · −343K sh
Q1 2026
17CAUSEWAY CAPITAL MANAGEMENT LLC
$49.6M
666K
+37%
Added · +181K sh
Q1 2026
18GABELLI FUNDS LLC
$49.1M
660K
+16%
Added · +90K sh
Q1 2026
19JPMORGAN CHASE & CO
$46.8M
638K
−41%
Reduced · −444K sh
Q1 2026
20JANE STREET GROUP, LLC
$44.5M
598K
+97%
Added · +295K sh
Q1 2026
21NORTHERN TRUST CORP
$43.6M
585K
−2.1%
Reduced · −13K sh
Q1 2026
22Clearbridge Investments, LLC
$43.0M
583K
+4.7%
Added · +26K sh
Q1 2026
23BNP PARIBAS FINANCIAL MARKETS
$41.8M
562K
−18%
Reduced · −123K sh
Q1 2026
24First Eagle Investment Management, LLC
$44.5M
554K
Held
Q3 2026
25CAMBIAR INVESTORS LLC
$44.0M
548K
+11%
Added · +55K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DEO being bought or sold by institutions?

Last quarter, 6 funds opened a new position in DEO and 32 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
32
funds
Reduced
12
funds
Exited
0
funds

Funds that own DEO also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL395 funds$137.4B
MICROSOFT CORPMSFT391 funds$210.0B
AMAZON.COM INCAMZN386 funds$147.6B
ALPHABET INC-CL CGOOG381 funds$94.0B
META PLATFORMS INC-CLASS AMETA381 funds$82.7B
APPLE INCAAPL379 funds$223.6B
NVIDIA CORPNVDA377 funds$274.6B
JPMORGAN CHASE & COJPM377 funds$56.2B
JOHNSON & JOHNSONJNJ367 funds$40.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B367 funds$28.7B
VISA INC-CLASS A SHARESV366 funds$47.6B
PROCTER & GAMBLE CO/THEPG365 funds$24.6B

Ranked by how many of DEO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

446 funds-227 since Q3 2024
0352704Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.3B · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for DEO

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Ask your agent what changed in DEO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DEO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DEO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.