Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 994 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,161
shares
|
$386,931
0.03% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
4,140
shares
|
$384,978
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
4,134
shares
|
$384,420
0.19% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
4,117
shares
|
$382,839
0.03% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,097
shares
|
$380,980
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
4,086
shares
|
$379,957
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
4,065
shares
|
$378,004
0.01% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,036
shares
|
$375,307
0.01% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,002
shares
|
$372,145
0.01% of portfolio
|
Q1 2024
Reduced 27.54%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,998
shares
|
$371,774
0.01% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,996
shares
|
$371,588
0.04% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
3,989
shares
|
$370,937
0.31% of portfolio
|
Q2 2024
Added 58.29%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
3,956
shares
|
$367,868
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,907
shares
|
$363,311
0.01% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
3,906
shares
|
$363,218
0.11% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,900
shares
|
$362,661
0.24% of portfolio
|
Q4 2023
Reduced 3.7%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,896
shares
|
$362,289
0.0% of portfolio
|
Q3 2025
Added 51.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,895
shares
|
$362,196
0.0% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,881
shares
|
$360,894
0.01% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,880
shares
|
$360,801
0.27% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,873
shares
|
$360,150
0.0% of portfolio
|
Q3 2025
Reduced 59.11%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,858
shares
|
$358,755
0.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,825
shares
|
$355,686
0.05% of portfolio
|
Q2 2022
Added 29.27%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
3,790
shares
|
$352,432
0.11% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,761
shares
|
$349,735
0.0% of portfolio
|
Q3 2025
Added 22.75%
|
|