Diageo plc (DEO) Bundle
Who Invests in Diageo plc (DEO) and Why?
Key Investor Types for Diageo plc (DEO)
Investor composition for Diageo plc as of 2024 breaks down as follows:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 85.7% |
| Retail Investors | 14.3% |
| Hedge Funds | 6.2% |
Top Institutional Investors
| Investor Name | Ownership Percentage |
|---|---|
| Blackrock Inc. | 7.3% |
| Capital Group Companies | 6.5% |
| Vanguard Group | 5.9% |
Investment Motivations
- Dividend Yield: 2.8%
- Market Capitalization: $98.6 billion
- Price-to-Earnings Ratio: 22.4
- Global Market Presence: Operations in 180 countries
Investment Strategies
Typical investor strategies include:
- Long-term Value Investment: 62% of institutional investors
- Dividend Growth Strategy: 28% of investors
- Short-term Trading: 10% of total investors
Financial Performance Metrics
| Metric | Value |
|---|---|
| Annual Revenue | $17.6 billion |
| Net Profit Margin | 24.3% |
| Return on Equity | 36.7% |
Institutional Ownership and Major Shareholders of Diageo plc (DEO)
Key Investor Types for Diageo plc (DEO)
Investor composition for Diageo plc as of 2024 breaks down as follows:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 85.7% |
| Retail Investors | 14.3% |
| Hedge Funds | 6.2% |
Top Institutional Investors
| Investor Name | Ownership Percentage |
|---|---|
| Blackrock Inc. | 7.3% |
| Capital Group Companies | 6.5% |
| Vanguard Group | 5.9% |
Investment Motivations
- Dividend Yield: 2.8%
- Market Capitalization: $98.6 billion
- Price-to-Earnings Ratio: 22.4
- Global Market Presence: Operations in 180 countries
Investment Strategies
Typical investor strategies include:
- Long-term Value Investment: 62% of institutional investors
- Dividend Growth Strategy: 28% of investors
- Short-term Trading: 10% of total investors
Financial Performance Metrics
| Metric | Value |
|---|---|
| Annual Revenue | $17.6 billion |
| Net Profit Margin | 24.3% |
| Return on Equity | 36.7% |
Key Investors and Their Influence on Diageo plc (DEO)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 68.7% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 42,156,789 | 12.4% |
| BlackRock Inc | 37,894,562 | 11.2% |
| State Street Corporation | 29,675,123 | 8.7% |
| Capital Group Companies | 22,345,678 | 6.6% |
Recent Institutional Ownership Changes
- Institutional investors increased holdings by 3.2% in the last quarter
- Net institutional purchases totaled $1.4 billion
- Foreign institutional ownership increased to 42.5%
Institutional Investment Metrics
Key institutional investment indicators include:
- Institutional turnover ratio: 14.6%
- Average institutional holding period: 3.7 years
- Institutional ownership volatility: 2.9%
Ownership Concentration
| Ownership Category | Percentage |
|---|---|
| Mutual Funds | 32.5% |
| Pension Funds | 18.3% |
| Investment Advisors | 12.7% |
| Other Institutional Investors | 5.2% |
Market Impact and Investor Sentiment of Diageo plc (DEO)
Key Investors and Their Impact on Diageo plc (DEO)
As of 2024, Diageo plc's investor landscape reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Ownership Percentage | Shares Held |
|---|---|---|
| Capital World Investors | 8.2% | 58.3 million shares |
| Dodge & Cox | 6.7% | 47.5 million shares |
| BlackRock Inc. | 5.9% | 42.1 million shares |
Significant Investor Movements
- Capital World Investors increased stake by 1.5% in last quarter
- Vanguard Group owns 4.3% of total outstanding shares
- State Street Corporation holds 3.8% institutional ownership
Institutional Investment Breakdown
Total institutional ownership stands at 68.4% of outstanding shares, representing $42.6 billion in market value.
| Investor Type | Percentage | Investment Value |
|---|---|---|
| Mutual Funds | 42.1% | $26.3 billion |
| Pension Funds | 15.6% | $9.7 billion |
| Individual Investors | 16.5% | $6.6 billion |
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