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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,350
shares
|
$218,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
2,340
shares
|
$217,596
0.06% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
2,327
shares
|
$216,387
0.01% of portfolio
|
Q4 2025
Reduced 20.5%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
2,320
shares
|
$215,736
0.01% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,306
shares
|
$214,434
0.0% of portfolio
|
Q3 2025
Reduced 94.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,293
shares
|
$213,226
0.0% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,270
shares
|
$211,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
2,236
shares
|
$207,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,236
shares
|
$207,925
0.01% of portfolio
|
Q4 2022
Added 5.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
2,234
shares
|
$207,739
0.06% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,189
shares
|
$203,555
0.01% of portfolio
|
Q3 2022
Reduced 36.81%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
2,187
shares
|
$203,369
0.05% of portfolio
|
Q4 2025
Reduced 14.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,171
shares
|
$201,881
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,168
shares
|
$201,602
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
2,155
shares
|
$200,393
0.0% of portfolio
|
Q3 2025
Added 164.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,147
shares
|
$199,649
0.02% of portfolio
|
Q3 2025
Added 73.01%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,137
shares
|
$198,719
0.0% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,131
shares
|
$198,161
0.01% of portfolio
|
Q1 2024
Reduced 40.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,103
shares
|
$195,557
0.04% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
2,100
shares
|
$195,279
0.01% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,095
shares
|
$194,814
0.0% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,092
shares
|
$194,535
0.01% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
2,080
shares
|
$193,419
0.01% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
1,984
shares
|
$184,492
0.3% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,983
shares
|
$184,399
0.02% of portfolio
|
Q3 2025
Reduced 9.45%
|
|