Who owns DEO
Which tracked institutional funds hold DEO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DEO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
137 tracked funds added or opened DEO while 108 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DEO’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes DEO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DEO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 699 tracked filers holding DEO, 327 increased or opened the position and 389 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DEO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- Partners Value Investments L.P.$49M
- AGF MANAGEMENT LTD$31M
- Pureheart Capital Pte Ltd.$25M
- TriCert Investment Counsel Inc.$12M
- DV EQUITIES, LLC$10M
- Connor, Clark & Lunn Investment Management Ltd.$8M
Full exits 45
- Clearbridge Investments, LLC$43M
- HRT FINANCIAL LP$22M
- Point72 Asset Management, L.P.$16M
- Janney Montgomery Scott LLC$13M
- LINCLUDEN MANAGEMENT LTD$9M
- MILLENNIUM MANAGEMENT LLC$7M
Largest adds
- Orbis Allan Gray Ltd$109M
- FMR LLC$90M
- Brookfield Corp /ON/$74M
- First Eagle Investment Management, LLC$33M
- DIMENSIONAL FUND ADVISORS LP$30M
- FRANKLIN RESOURCES INC$25M
Largest trims
- CONFLUENCE INVESTMENT MANAGEMENT LLC$38M
- GOLDMAN SACHS GROUP INC$32M
- BANK OF MONTREAL /CAN/$26M
- CITIGROUP INC$23M
- JANE STREET GROUP, LLC$22M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$22M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 7,584,890 | $610M | 14.9% | 2026-Q2 |
| Orbis Allan Gray Ltd added | 4,777,636 | $384M | 9.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,915,201 | $234M | 5.7% | 2026-Q2 |
| EQUITY INVESTMENT CORP added | 1,667,509 | $134M | 3.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,644,565 | $132M | 3.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,555,320 | $125M | 3.1% | 2026-Q2 |
| Markel Group Inc. | 1,372,208 | $110M | 2.7% | 2026-Q2 |
| Brookfield Corp /ON/ added | 1,200,738 | $97M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,051,605 | $85M | 2.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,019,148 | $82M | 2.0% | 2026-Q2 |
| Cullen Capital Management, LLC added | 1,018,308 | $82M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 951,700 | $76M | 1.9% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 899,015 | $72M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 825,138 | $66M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 824,710 | $66M | 1.6% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 776,936 | $62M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 737,214 | $59M | 1.4% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 680,973 | $55M | 1.3% | 2026-Q2 |
| GABELLI FUNDS LLC added | 679,550 | $55M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 666,889 | $54M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 620,017 | $50M | 1.2% | 2026-Q2 |
| Partners Value Investments L.P. new | 609,150 | $49M | 1.2% | 2026-Q2 |
| ABC ARBITRAGE SA added | 584,311 | $47M | 1.1% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 554,155 | $45M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 548,906 | $44M | 1.1% | 2026-Q2 |
| CAMBIAR INVESTORS LLC added | 547,854 | $44M | 1.1% | 2026-Q2 |
| BlackRock, Inc. added | 523,685 | $42M | 1.0% | 2026-Q2 |
| Aristotle Capital Management, LLC added | 518,222 | $42M | 1.0% | 2026-Q2 |
| Altshuler Shaham Ltd | 500,000 | $40M | 1.0% | 2026-Q2 |
| Douglas Lane & Associates, LLC added | 498,271 | $40M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 456,625 | $37M | 0.9% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 447,133 | $36M | 0.9% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 445,265 | $36M | 0.9% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 411,821 | $33M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 407,278 | $34M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 400,299 | $32M | 0.8% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 387,720 | $31M | 0.8% | 2026-Q2 |
| Saratoga Research & Investment Management trimmed | 361,038 | $29M | 0.7% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 349,184 | $28M | 0.7% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 328,810 | $26M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 318,623 | $26M | 0.6% | 2026-Q2 |
| Pureheart Capital Pte Ltd. new | 312,237 | $25M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 306,905 | $25M | 0.6% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 302,107 | $24M | 0.6% | 2026-Q2 |
| Monaco Asset Management SAM added | 288,674 | $23M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 277,835 | $22M | 0.5% | 2026-Q2 |
| LMR Partners LLP | 264,382 | $21M | 0.5% | 2026-Q2 |
| FOUNDATION RESOURCE MANAGEMENT INC added | 241,589 | $19M | 0.5% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 232,126 | $19M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 230,135 | $18M | 0.5% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 200,067 | $16M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 199,419 | $16M | 0.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 198,949 | $16M | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 188,771 | $15M | 0.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 173,888 | $14M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 173,712 | $14M | 0.3% | 2026-Q2 |
| Townsend & Associates, Inc added | 168,835 | $14M | 0.3% | 2026-Q2 |
| CORDA Investment Management, LLC. trimmed | 167,300 | $13M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 163,210 | $13M | 0.3% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 152,169 | $12M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 151,882 | $12M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 150,490 | $12M | 0.3% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 142,611 | $11M | 0.3% | 2026-Q2 |
| Great Hill Capital LLC added | 142,128 | $11M | 0.3% | 2026-Q2 |
| GRANDFIELD & DODD, LLC trimmed | 139,706 | $11M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 139,241 | $11M | 0.3% | 2026-Q2 |
| SKBA CAPITAL MANAGEMENT LLC trimmed | 134,400 | $11M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 130,931 | $11M | 0.3% | 2026-Q2 |
| Tweedy, Browne Co LLC trimmed | 126,176 | $10M | 0.2% | 2026-Q2 |
| DV EQUITIES, LLC new | 125,998 | $10M | 0.2% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 123,976 | $10M | 0.2% | 2026-Q2 |
| Allied Investment Advisors, LLC added | 123,872 | $10M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 120,601 | $10M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 115,037 | $9M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 109,743 | $9M | 0.2% | 2026-Q2 |
| Fayez Sarofim & Co trimmed | 103,322 | $8M | 0.2% | 2026-Q2 |
| Philip James Wealth Mangement, LLC added | 103,195 | $8M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 102,003 | $8M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 98,067 | $8M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. new | 97,669 | $8M | 0.2% | 2026-Q2 |
| Creative Planning added | 97,283 | $8M | 0.2% | 2026-Q2 |
| Poehling Capital Management, INC. trimmed | 92,840 | $7M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 91,022 | $7M | 0.2% | 2026-Q2 |
| Live Oak Private Wealth LLC trimmed | 90,156 | $7M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC added | 89,478 | $7M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 87,816 | $7M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 87,472 | $7M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 80,965 | $7M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 76,904 | $6M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 75,601 | $5M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 74,621 | $6M | 0.1% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC added | 74,443 | $6M | 0.1% | 2026-Q2 |
| Addenda Capital Inc. | 73,000 | $6M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 72,438 | $6M | 0.1% | 2026-Q2 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed | 69,626 | $6M | 0.1% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 66,475 | $5M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 63,069 | $5M | 0.1% | 2026-Q2 |
| Erste Asset Management GmbH | 62,637 | $5M | 0.1% | 2026-Q2 |
| Lorne Steinberg Wealth Management Inc. added | 59,275 | $5M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 57,038 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.