Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 997 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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,127
shares
|
$290,779
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,110
shares
|
$289,198
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
3,096
shares
|
$287,897
0.26% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
3,093
shares
|
$287,618
0.02% of portfolio
|
Q3 2025
Reduced 37.22%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
3,077
shares
|
$286,130
0.12% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
3,075
shares
|
$285,944
0.03% of portfolio
|
Q3 2024
Added 43.02%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,062
shares
|
$284,735
0.01% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,048
shares
|
$283,433
0.03% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
3,034
shares
|
$282,131
0.02% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$278,970
0.05% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,991
shares
|
$278,133
0.01% of portfolio
|
Q3 2025
Reduced 28.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,965
shares
|
$275,715
0.03% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,964
shares
|
$275,622
0.07% of portfolio
|
Q3 2025
Reduced 40.54%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
2,961
shares
|
$275,343
0.0% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,943
shares
|
$273,669
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,932
shares
|
$272,646
0.02% of portfolio
|
Q3 2025
Added 69.68%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
2,927
shares
|
$272,181
0.02% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
2,906
shares
|
$270,228
0.1% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
2,891
shares
|
$268,834
0.01% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,883
shares
|
$268,090
0.04% of portfolio
|
Q3 2022
Added 7.21%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,878
shares
|
$267,625
0.01% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,869
shares
|
$266,788
0.1% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,858
shares
|
$265,765
0.02% of portfolio
|
Q3 2025
Added 55.92%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
2,841
shares
|
$264,184
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
2,824
shares
|
$262,603
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|