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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
59,912
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
58,410
shares
|
$5.43 Million
1.41% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
57,835
shares
|
$5.38 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
57,303
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
56,382
shares
|
$5.24 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
56,215
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
55,189
shares
|
$5.13 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
55,110
shares
|
$5.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 71.69%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
55,023
shares
|
$5.12 Million
1.0% of portfolio
|
Q3 2022
Reduced 0.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
54,628
shares
|
$5.08 Million
0.09% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
54,392
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2025
Added 31.6%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
54,350
shares
|
$5.05 Million
0.02% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,539
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
Added 123.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
53,518
shares
|
$4.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
52,698
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
51,092
shares
|
$4.75 Million
0.07% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
50,812
shares
|
$4.73 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
50,313
shares
|
$4.68 Million
0.12% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,855
shares
|
$4.64 Million
0.14% of portfolio
|
Q2 2023
Added 2.62%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
48,834
shares
|
$4.54 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
48,267
shares
|
$4.49 Million
1.6% of portfolio
|
Q3 2025
Added 71.23%
|
|
|
Arlington Partners LLC
|
Oct 28, 2025 Q3 2025 |
48,200
shares
|
$4.48 Million
1.77% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
48,018
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
46,902
shares
|
$4.36 Million
2.62% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
46,791
shares
|
$4.35 Million
0.52% of portfolio
|
Q3 2025
Added 41.33%
|
|