Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
737 institutional managers reported holding DEO for the quarter ended Mar 31, 2026. Together they hold about 11% of shares outstanding; the top 10 hold 4%. 79 opened new positions; 118 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| FMR (Fidelity) | 6.99M | 1.26% | $520.1M | added +4.2% | ≤2013 |
| Orbis Allan Gray LTD | 3.70M | 0.67% | $275.5M | added +113% | 2024 Q1 |
| Bank OF America CORP /DE/ | 2.91M | 0.53% | $216.9M | added +3.7% | ≤2013 |
| Aristotle Capital Management, LLC | 2.34M | 0.42% | $174.4M | added +1.3% | 2024 Q3 |
| Pacer Advisors, INC. | 1.50M | 0.27% | $111.5M | added +15.8% | 2022 Q4 |
| Equity Investment CORP | 1.47M | 0.26% | $109.3M | added +29.1% | 2025 Q3 |
| Bank OF Montreal /CAN/ | 1.45M | 0.26% | $107.7M | trimmed -33.4% | ≤2013 |
| Dimensional Fund Advisors | 1.37M | 0.25% | $102.2M | added +53.4% | ≤2013 |
| Markel Group | 1.37M | 0.25% | $102.2M | unchanged | ≤2013 |
| Confluence Investment Management LLC | 1.35M | 0.24% | $100.8M | added +23.2% | ≤2013 |
| Franklin Resources | 1.35M | 0.24% | $100.4M | added +2223.8% | ≤2013 |
| Goldman Sachs | 1.15M | 0.21% | $85.7M | added +160.7% | ≤2013 |
| Envestnet Asset Management INC | 1.01M | 0.18% | $75.3M | trimmed -10.9% | ≤2013 |
| Morgan Stanley | 981.8k | 0.18% | $73.1M | trimmed -49.6% | ≤2013 |
| Cullen Capital Management, LLC | 964.2k | 0.17% | $71.8M | added +48.3% | ≤2013 |
| Wells Fargo & COMPANY/MN | 872.4k | 0.16% | $65.0M | trimmed -25.4% | ≤2013 |
| Royal Bank OF Canada | 802.8k | 0.14% | $59.8M | trimmed -10.5% | ≤2013 |
| Raymond James Financial INC | 788.2k | 0.14% | $58.7M | trimmed -30.3% | ≤2013 |
| Causeway Capital Management LLC | 666.3k | 0.12% | $49.6M | added +37.3% | 2023 Q1 |
| GAMCO (Gabelli) | 659.8k | 0.12% | $49.1M | added +15.7% | ≤2013 |
| Canoe Financial LP | 632.8k | 0.11% | $47.1M | trimmed -77.6% | 2024 Q2 |
| Jane Street | 597.7k | 0.11% | $44.5M | added +97.3% | 2014 Q2 |
| Northern Trust | 585.2k | 0.10% | $43.6M | trimmed -2.1% | ≤2013 |
| Clearbridge Investments, LLC | 582.9k | 0.10% | $43.4M | added +4.7% | ≤2013 |
| BNP Paribas Financial Markets | 561.8k | 0.10% | $41.8M | trimmed -18% | 2016 Q2 |
| ABC Arbitrage SA | 506.8k | 0.09% | $37.7M | trimmed -9.6% | 2024 Q4 |
| Brandes Investment Partners, LP | 502.0k | 0.09% | $37.4M | added +66.4% | 2024 Q4 |
| Altshuler Shaham LTD | 500.0k | 0.09% | $37.2M | opened | 2026 Q1 |
| Cambiar Investors LLC | 493.3k | 0.09% | $36.7M | added +14.7% | 2022 Q1 |
| Douglas Lane & Associates, LLC | 486.9k | 0.09% | $36.3M | added +8.4% | 2016 Q1 |
| UBS | 467.4k | 0.08% | $34.8M | added +12.8% | ≤2013 |
| First Trust Advisors LP | 463.6k | 0.08% | $34.5M | added +12% | ≤2013 |
| Federation des caisses Desjardins du Quebec | 434.0k | 0.08% | $32.3M | added +37.5% | 2017 Q1 |
| Deutsche Bank AG\ | 411.9k | 0.07% | $30.7M | added +32.5% | 2013 Q3 |
| Saratoga Research & Investment Management (focused) | 378.1k | 0.07% | $28.2M | added +39.5% | 2023 Q4 |
| Citigroup INC | 358.5k | 0.07% | $26.7M | trimmed -36% | ≤2013 |
| Citadel Advisors | 343.8k | 0.06% | $25.6M | added +671.1% | 2019 Q2 |
| Private Management Group INC | 342.8k | 0.06% | $25.5M | added +6.2% | 2025 Q4 |
| Cibc Bancorp USA INC. | 339.6k | 0.06% | $25.3M | added +59.7% | 2017 Q3 |
| First Manhattan CO. LLC. | 304.6k | 0.06% | $22.7M | added +4.3% | ≤2013 |
| Brookfield CORP /ON/ | 299.2k | 0.05% | $22.3M | opened | 2026 Q1 |
| MFS Investment Management | 297.1k | 0.05% | $22.1M | trimmed -3.2% | ≤2013 |
| HRT Financial LP | 296.9k | 0.05% | $22.1M | added +42.3% | 2024 Q1 |
| Russell Investments Group, LTD. | 294.0k | 0.05% | $21.9M | added +36.2% | 2016 Q4 |
| OLD Mission Capital LLC | 284.4k | 0.05% | $21.2M | added +196.2% | 2023 Q2 |
| Stifel Financial CORP | 277.5k | 0.05% | $20.7M | trimmed -4% | ≤2013 |
| American Century Companies INC | 265.2k | 0.05% | $19.7M | added +19.7% | 2019 Q4 |
| LMR Partners LLP | 264.4k | 0.05% | $19.7M | added +4% | 2024 Q4 |
| BlackRock | 250.6k | 0.04% | $18.7M | trimmed -19.7% | ≤2013 |
| Monaco Asset Management SAM | 248.7k | 0.04% | $18.5M | added +42.5% | 2025 Q4 |
Largest 50 of 737 shown; the full ranked, searchable register is at boothcheck.com/holders/DEO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.