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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
82
shares
|
$7,625
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
80
shares
|
$7,439
0.0% of portfolio
|
Q3 2025
Added 95.12%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
78
shares
|
$7,253
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
75
shares
|
$6,974
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
73
shares
|
$6,788
0.0% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
72
shares
|
$6,695
0.0% of portfolio
|
Q3 2025
Added 188.0%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
71
shares
|
$6,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
69
shares
|
$6,416
0.0% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68
shares
|
$6,323
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
66
shares
|
$6,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
66
shares
|
$6,137
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
66
shares
|
$6,137
0.0% of portfolio
|
Q2 2025
Reduced 65.45%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
65
shares
|
$6,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
65
shares
|
$6,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
62
shares
|
$5,765
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
62
shares
|
$5,765
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
60
shares
|
$5,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
60
shares
|
$5,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
53
shares
|
$4,928
0.0% of portfolio
|
Q3 2022
Added 17.78%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
50
shares
|
$4,649
0.0% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
48
shares
|
$4,463
0.0% of portfolio
|
Q1 2023
Reduced 51.02%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
47
shares
|
$4,370
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
46
shares
|
$4,277
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
45
shares
|
$4,184
0.0% of portfolio
|
Q1 2025
Reduced 47.06%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
44
shares
|
$4,091
0.0% of portfolio
|
Q3 2025
New holding
|
|