Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,019 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
18,676
shares
|
$1.85 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
18,463
shares
|
$1.83 Million
0.37% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
18,318
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
18,239
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
18,211
shares
|
$1.8 Million
0.49% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
18,196
shares
|
$1.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
18,000
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,659
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
17,521
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
17,360
shares
|
$1.72 Million
0.54% of portfolio
|
Q2 2025
Added 34.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
17,081
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
17,037
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
17,020
shares
|
$1.69 Million
0.63% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
17,004
shares
|
$1.68 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
16,852
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
16,768
shares
|
$1.66 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
16,607
shares
|
$1.64 Million
0.46% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
16,605
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
16,514
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
16,460
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,431
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
16,147
shares
|
$1.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,031
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
16,014
shares
|
$1.59 Million
0.37% of portfolio
|
Q1 2025
Added 30.66%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
15,929
shares
|
$1.58 Million
1.13% of portfolio
|
Q2 2025
Added 0.01%
|