Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,000 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
16
shares
|
$1,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
13
shares
|
$1,208
0.0% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
13
shares
|
$1,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$1,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
12
shares
|
$1,115
0.0% of portfolio
|
Q3 2025
Reduced 80.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12
shares
|
$1,115
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10
shares
|
$929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
9
shares
|
$836
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
9
shares
|
$836
0.0% of portfolio
|
Q2 2025
Reduced 90.43%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
8
shares
|
$743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
6
shares
|
$557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
6
shares
|
$557
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$464
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
4
shares
|
$371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
4
shares
|
$371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$371
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4
shares
|
$371
0.0% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
2
shares
|
$185
0.0% of portfolio
|
Q3 2025
Reduced 99.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1
shares
|
$92
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|