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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
7,000
shares
|
$693,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,985
shares
|
$691,864
0.05% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,961
shares
|
$689,487
0.03% of portfolio
|
Q2 2025
Reduced 50.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,861
shares
|
$679,582
0.02% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6,837
shares
|
$677,204
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
6,808
shares
|
$674,332
0.01% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
6,774
shares
|
$670,964
0.31% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,771
shares
|
$670,667
0.01% of portfolio
|
Q2 2025
Added 36.48%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
6,750
shares
|
$668,587
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,623
shares
|
$656,008
0.08% of portfolio
|
Q2 2022
Added 1.72%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,594
shares
|
$653,135
0.04% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
6,573
shares
|
$651,055
0.08% of portfolio
|
Q2 2025
Added 51.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,565
shares
|
$650,263
0.01% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
6,547
shares
|
$648,480
0.01% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
6,519
shares
|
$645,706
0.06% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,410
shares
|
$634,910
0.13% of portfolio
|
Q2 2022
Added 6.14%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,315
shares
|
$625,500
0.02% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,224
shares
|
$616,487
0.01% of portfolio
|
Q2 2025
Added 77.88%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
6,187
shares
|
$612,822
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,130
shares
|
$607,176
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
6,122
shares
|
$606,384
0.16% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,092
shares
|
$603,412
0.02% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,084
shares
|
$602,620
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$594,300
0.22% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,992
shares
|
$593,507
0.01% of portfolio
|
Q2 2025
Reduced 14.03%
|