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 |
|---|---|---|---|---|---|
|
Weitz Investment Management, Inc.
Omaha, NE |
Nov 10, 2025 Q3 2025 |
28,300
shares
|
$2.63 Million
0.16% of portfolio
|
Q1 2024
Added 38.05%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
28,035
shares
|
$2.61 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
27,752
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Added 42.28%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
27,617
shares
|
$2.57 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
27,587
shares
|
$2.57 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
27,118
shares
|
$2.52 Million
0.44% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
26,685
shares
|
$2.48 Million
0.19% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
26,265
shares
|
$2.44 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
26,107
shares
|
$2.43 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
26,018
shares
|
$2.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 21.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
25,915
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
25,758
shares
|
$2.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 58.76%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
25,484
shares
|
$2.37 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
25,428
shares
|
$2.36 Million
1.61% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
24,951
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
24,675
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
24,326
shares
|
$2.26 Million
2.02% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,233
shares
|
$2.25 Million
0.13% of portfolio
|
Q3 2025
Reduced 40.81%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
24,114
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
24,038
shares
|
$2.24 Million
0.25% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Alpine Fox Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
24,000
shares
|
$2.23 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
23,783
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
23,358
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
23,315
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|