Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 995 institutions that hold shares in the stock, with a total of 54.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,457
shares
|
$321,466
0.71% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
3,446
shares
|
$320,443
0.08% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,429
shares
|
$318,862
0.0% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,426
shares
|
$318,583
0.01% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
3,402
shares
|
$316,351
0.08% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
3,400
shares
|
$316,166
0.04% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,392
shares
|
$315,422
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,391
shares
|
$315,329
0.01% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
3,381
shares
|
$314,399
0.06% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,379
shares
|
$314,213
0.04% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
3,313
shares
|
$308,075
0.01% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
3,305
shares
|
$307,331
0.15% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,297
shares
|
$306,588
0.0% of portfolio
|
Q3 2025
Reduced 38.72%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,265
shares
|
$303,612
0.2% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
3,264
shares
|
$303,519
0.0% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,248
shares
|
$302,031
0.1% of portfolio
|
Q3 2025
Added 38.45%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
3,236
shares
|
$300,915
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,234
shares
|
$300,729
0.01% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,178
shares
|
$295,522
0.0% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,158
shares
|
$293,662
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,153
shares
|
$293,197
0.01% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,132
shares
|
$291,244
0.06% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,132
shares
|
$291,244
0.03% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
3,129
shares
|
$290,965
0.26% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,127
shares
|
$290,779
0.05% of portfolio
|
Q3 2025
New holding
|
|