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 |
---|---|---|---|---|---|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
9,349
shares
|
$926,018
0.37% of portfolio
|
Q4 2020
Added 1.47%
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
9,284
shares
|
$919,580
0.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
9,276
shares
|
$918,787
0.61% of portfolio
|
Q1 2024
Added 24.86%
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
9,270
shares
|
$918,193
0.94% of portfolio
|
Q2 2025
Added 1.48%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,239
shares
|
$915,122
0.0% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,109
shares
|
$902,246
0.01% of portfolio
|
Q2 2025
Added 55.23%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
9,109
shares
|
$902,246
0.04% of portfolio
|
Q2 2025
Added 81.09%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,092
shares
|
$900,562
0.16% of portfolio
|
Q4 2022
Added 1.84%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
9,028
shares
|
$894,223
0.74% of portfolio
|
Q2 2025
Added 4.93%
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,001
shares
|
$891,549
0.01% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,001
shares
|
$891,549
0.02% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
8,971
shares
|
$888,577
0.01% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,900
shares
|
$881,545
0.25% of portfolio
|
Q1 2024
Added 109.41%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,845
shares
|
$876,097
0.08% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,806
shares
|
$872,234
0.04% of portfolio
|
Q2 2025
Added 12.81%
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,731
shares
|
$864,805
0.14% of portfolio
|
Q4 2024
New holding
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
8,646
shares
|
$856,386
0.01% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
8,645
shares
|
$856,287
0.18% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
8,622
shares
|
$854,009
0.06% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
8,613
shares
|
$853,117
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
8,476
shares
|
$839,547
0.13% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
8,394
shares
|
$831,425
0.37% of portfolio
|
Q2 2025
Added 5.55%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
8,393
shares
|
$831,326
0.03% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
8,377
shares
|
$829,741
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
8,322
shares
|
$824,294
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|