DIAGEO PLC-SPONSORED ADR (DEO) Institutional Ownership Changes & 13F Activity

DIAGEO PLC-SPONSORED ADR (DEO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, River Road Asset Management, Llc, Transmarket Holdings Lp, Corient Private Wealth Llc, and Virtu Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+70—70$6.04KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-6,091-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-3,022-17.3%14,473$1.25MQ4 2025Aug 26, 2026
Robinswood Financial LlcBuy+1+2.9%35$3.02KQ4 2025Jul 14, 2026
Transmarket Holdings LpBuy+122,191—122,191$10.54MQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+135—135$11.66KQ4 2025May 12, 2026
Parrish Capital LlcBuy+5,191—5,191$447.83KQ4 2025Apr 28, 2026
Medallion Wealth Advisors, LlcBuy+56+16.5%396$34.16KQ4 2025Apr 24, 2026
Purpose Unlimited Inc.Buy+131—131$11.30KQ4 2025Mar 20, 2026
Advisortrust Partners, LlcBuy+4,770—4,770$411.51KQ4 2025Mar 10, 2026
Hsbc Holdings PlcBuy+11,508—11,508$995.39KQ4 2025Mar 06, 2026
BaybanBuy+13—13$1.12KQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+3,970—3,970$339.39KQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+1,869—1,869$161.24KQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+113—113$9.73KQ4 2025Feb 26, 2026
Midfirst BankBuy+1,368—1,368$22.86KQ4 2025Feb 25, 2026
River Road Asset Management, LlcBuy+240,805—240,805$20.77MQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+317—317$27.35KQ4 2025Feb 24, 2026
Virtu Financial LlcBuy+46,086—46,086$3.98MQ4 2025Feb 23, 2026
Wealth Preservation Advisors, LlcBuy+29—29$2.50KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+6—6$518.00Q4 2025Feb 23, 2026
Northcoast Asset Management LlcBuy+5,514—5,514$475.76KQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+3,088—3,088$266.38KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+72,507—72,507$6.26MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+3,157—3,157$272.35KQ4 2025Feb 19, 2026
Van Diest Capital, LlcBuy+2,617—2,617$225.76KQ4 2025Feb 19, 2026
Crossgen Wealth, LlcBuy+164—164$14.12KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+29—29$2.50KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,131,131—1,131,131$97.58MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+21,336—21,336$1.84MQ4 2025Feb 18, 2026
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Frequently asked questions about DEO activity

  • Which institutional owners are buying DEO?

    Institutional owners buying DEO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DEO activity?

    "Buy" means an investor increased their reported position in DEO compared to the prior reporting period. This reflects growing exposure to DIAGEO PLC-SPONSORED ADR (DEO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DEO increasing?

    Institutional interest in DEO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.