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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
37,823
shares
|
$3.52 Million
0.16% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
36,196
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
35,901
shares
|
$3.34 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
35,840
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
35,601
shares
|
$3.31 Million
0.02% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
35,569
shares
|
$3.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,553
shares
|
$3.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
35,240
shares
|
$3.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
34,872
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
34,317
shares
|
$3.19 Million
0.34% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
33,257
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Great Hill Capital LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
33,069
shares
|
$3.08 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
32,138
shares
|
$2.99 Million
0.15% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Salt Holding Corp.
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
31,855
shares
|
$2.96 Million
2.84% of portfolio
|
Q3 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
31,423
shares
|
$2.92 Million
0.42% of portfolio
|
Q4 2022
Reduced 0.98%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
31,275
shares
|
$2.91 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
31,133
shares
|
$2.9 Million
1.85% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
30,384
shares
|
$2.83 Million
0.27% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
30,254
shares
|
$2.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,993
shares
|
$2.79 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
29,842
shares
|
$2.78 Million
1.78% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,795
shares
|
$2.77 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
29,746
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
29,279
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 640.87%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
28,869
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2025
Added 5.98%
|
|