Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,000 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
18,463
shares
|
$1.72 Million
0.37% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
18,393
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,382
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
18,340
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2025
Reduced 32.88%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
18,279
shares
|
$1.7 Million
0.41% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,269
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,186
shares
|
$1.69 Million
0.5% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
18,164
shares
|
$1.69 Million
0.44% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
17,976
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 28.24%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
17,813
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 55.65%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
17,495
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
17,215
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
17,020
shares
|
$1.58 Million
0.63% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,834
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16,818
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
16,805
shares
|
$1.56 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
16,768
shares
|
$1.56 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
16,524
shares
|
$1.54 Million
0.28% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
16,184
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
16,032
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
15,983
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
15,798
shares
|
$1.47 Million
0.44% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
15,784
shares
|
$1.47 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
15,779
shares
|
$1.47 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
15,744
shares
|
$1.46 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|