Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 998 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,950
shares
|
$181,330
0.06% of portfolio
|
Q2 2022
Added 2.63%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,944
shares
|
$180,772
0.2% of portfolio
|
Q4 2022
Added 0.47%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,921
shares
|
$178,633
0.01% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,861
shares
|
$173,054
0.04% of portfolio
|
Q2 2022
Added 1.97%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,747
shares
|
$162,453
0.09% of portfolio
|
Q2 2022
Reduced 25.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,732
shares
|
$161,058
0.05% of portfolio
|
Q2 2023
Reduced 0.92%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,727
shares
|
$160,593
0.0% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,725
shares
|
$160,407
0.06% of portfolio
|
Q3 2025
Added 105.36%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,713
shares
|
$159,291
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,700
shares
|
$158,083
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$158,083
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,678
shares
|
$156,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,665
shares
|
$154,828
0.03% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,624
shares
|
$151,015
0.11% of portfolio
|
Q3 2025
Added 146.81%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,615
shares
|
$150,178
0.45% of portfolio
|
Q3 2022
Added 22.81%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,611
shares
|
$149,806
0.0% of portfolio
|
Q3 2025
Added 62.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,602
shares
|
$148,969
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$148,784
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,592
shares
|
$148,040
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
1,585
shares
|
$147,389
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,561
shares
|
$145,157
0.0% of portfolio
|
Q4 2022
Added 7.43%
|
|