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 |
|---|---|---|---|---|---|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,551
shares
|
$144,227
0.73% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,507
shares
|
$140,135
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,505
shares
|
$139,949
0.02% of portfolio
|
Q3 2022
Reduced 4.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,494
shares
|
$138,927
0.01% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,473
shares
|
$136,974
0.08% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,453
shares
|
$135,114
0.05% of portfolio
|
Q2 2022
Reduced 5.89%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,420
shares
|
$132,045
0.07% of portfolio
|
Q1 2025
Reduced 28.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,406
shares
|
$130,743
0.01% of portfolio
|
Q3 2025
Added 38.66%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
1,401
shares
|
$130,278
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,343
shares
|
$124,885
0.0% of portfolio
|
Q3 2025
Reduced 68.42%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,270
shares
|
$118,097
0.01% of portfolio
|
Q3 2025
Added 8971.43%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,245
shares
|
$115,772
0.12% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,225
shares
|
$113,912
0.04% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,196
shares
|
$111,216
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,179
shares
|
$109,635
0.02% of portfolio
|
Q4 2022
Reduced 14.75%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,158
shares
|
$107,682
0.01% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,110
shares
|
$103,218
0.0% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
1,100
shares
|
$102,289
0.01% of portfolio
|
Q3 2025
Reduced 90.91%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,100
shares
|
$102,289
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,045
shares
|
$97,174
0.04% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,019
shares
|
$94,756
0.0% of portfolio
|
Q3 2025
Added 1687.72%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
1,000
shares
|
$92,990
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,000
shares
|
$92,990
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
994
shares
|
$92,432
0.01% of portfolio
|
Q2 2020
Added 16.45%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
990
shares
|
$92,060
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|