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 Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
935
shares
|
$86,945
0.04% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
929
shares
|
$86,387
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
900
shares
|
$83,691
0.06% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
886
shares
|
$82,389
0.04% of portfolio
|
Q3 2025
Added 214.18%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
846
shares
|
$78,669
0.06% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
823
shares
|
$76,530
0.01% of portfolio
|
Q3 2025
Reduced 23.16%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
805
shares
|
$74,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
796
shares
|
$74,020
0.04% of portfolio
|
Q3 2022
Reduced 9.24%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
752
shares
|
$69,928
0.03% of portfolio
|
Q3 2025
Added 784.71%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
747
shares
|
$69,463
0.04% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
710
shares
|
$66,022
0.02% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
657
shares
|
$61,094
0.01% of portfolio
|
Q3 2025
Added 369.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
657
shares
|
$61,094
0.0% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
644
shares
|
$59,885
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
593
shares
|
$55,143
0.02% of portfolio
|
Q3 2025
Reduced 29.66%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
570
shares
|
$53,004
0.01% of portfolio
|
Q2 2024
Reduced 14.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
554
shares
|
$51,516
0.0% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
523
shares
|
$48,633
0.0% of portfolio
|
Q3 2025
Added 281.75%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
502
shares
|
$46,680
0.0% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
500
shares
|
$46,495
0.01% of portfolio
|
Q4 2023
Reduced 16.25%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
497
shares
|
$46,216
0.07% of portfolio
|
Q2 2022
Reduced 58.02%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
485
shares
|
$45,100
0.03% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
466
shares
|
$43,333
0.01% of portfolio
|
Q2 2024
Added 489.87%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
450
shares
|
$41,845
0.06% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
450
shares
|
$41,845
0.0% of portfolio
|
Q4 2024
Reduced 9.64%
|
|