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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
11,109
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
11,025
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
10,995
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,974
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
10,597
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2024
Added 4.54%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,482
shares
|
$1.04 Million
1.18% of portfolio
|
Q2 2022
Added 0.37%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,382
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2023
Reduced 39.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,337
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,189
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
10,090
shares
|
$999,414
0.75% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
10,079
shares
|
$998,324
0.0% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,013
shares
|
$991,787
0.08% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
9,878
shares
|
$978,415
0.01% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,834
shares
|
$974,057
0.01% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
9,784
shares
|
$969,105
0.57% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,740
shares
|
$964,747
0.46% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
9,667
shares
|
$957,516
0.12% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,652
shares
|
$956,030
0.02% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
9,627
shares
|
$953,554
0.35% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
9,549
shares
|
$945,828
0.61% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
9,547
shares
|
$945,630
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
9,509
shares
|
$941,866
2.59% of portfolio
|
Q3 2022
Added 1.62%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,472
shares
|
$938,201
0.01% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
9,455
shares
|
$936,517
0.38% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
9,419
shares
|
$932,951
0.13% of portfolio
|
Q4 2024
Added 34.17%
|