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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +70 | — | 70 | $6.04K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -6,091 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -3,022 | -17.3% | 14,473 | $1.25M | Q4 2025 | Aug 26, 2026 |
| Robinswood Financial Llc | Buy | +1 | +2.9% | 35 | $3.02K | Q4 2025 | Jul 14, 2026 |
| Transmarket Holdings Lp | Buy | +122,191 | — | 122,191 | $10.54M | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +135 | — | 135 | $11.66K | Q4 2025 | May 12, 2026 |
| Parrish Capital Llc | Buy | +5,191 | — | 5,191 | $447.83K | Q4 2025 | Apr 28, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +56 | +16.5% | 396 | $34.16K | Q4 2025 | Apr 24, 2026 |
| Purpose Unlimited Inc. | Buy | +131 | — | 131 | $11.30K | Q4 2025 | Mar 20, 2026 |
| Advisortrust Partners, Llc | Buy | +4,770 | — | 4,770 | $411.51K | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +11,508 | — | 11,508 | $995.39K | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +13 | — | 13 | $1.12K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +3,970 | — | 3,970 | $339.39K | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +1,869 | — | 1,869 | $161.24K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +113 | — | 113 | $9.73K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +1,368 | — | 1,368 | $22.86K | Q4 2025 | Feb 25, 2026 |
| River Road Asset Management, Llc | Buy | +240,805 | — | 240,805 | $20.77M | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +317 | — | 317 | $27.35K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +46,086 | — | 46,086 | $3.98M | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +29 | — | 29 | $2.50K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +6 | — | 6 | $518.00 | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +5,514 | — | 5,514 | $475.76K | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +3,088 | — | 3,088 | $266.38K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +72,507 | — | 72,507 | $6.26M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +3,157 | — | 3,157 | $272.35K | Q4 2025 | Feb 19, 2026 |
| Van Diest Capital, Llc | Buy | +2,617 | — | 2,617 | $225.76K | Q4 2025 | Feb 19, 2026 |
| Crossgen Wealth, Llc | Buy | +164 | — | 164 | $14.12K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +29 | — | 29 | $2.50K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,131,131 | — | 1,131,131 | $97.58M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +21,336 | — | 21,336 | $1.84M | Q4 2025 | Feb 18, 2026 |
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.
Related DEO Institutional Insights
- DEO Overview
- DEO 13F Institutional Holders
- DEO Superinvestors
- Consumer Defensive Sector Institutional Ownership
- Consumer Defensive Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Defensive Stocks By Institutional Investors
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- DEO Insider Trading & SEC Form 4 Activity
- DEO Articles
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