Guru Ownership Trend
Guru Analysis for Diageo plc (DEO)
Diageo plc (DEO), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $290.19 M.
Top institutional holders include Tom Gayner and Sarah Ketterer.
Institutional sentiment is currently Bullish. This is evidenced by a $35.56 M net inflow during the quarter.
Recent activity highlights First Eagle Investment who increased their stake by 248.1%. Conversely, Manning & Napier Group reduced exposure by 100.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Diageo plc (DEO)
Major holders include Tom Gayner ($110.3 M), Sarah Ketterer ($72.26 M), First Eagle Investment ($44.54 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 3.39 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.56 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited DEO. The total reported sell value was $20.49 M.
Yes, 0 managers opened new positions in DEO, and 6 increased their existing holdings. The total reported buy value was $56.05 M.