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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
5,354
shares
|
$530,313
0.06% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
5,347
shares
|
$529,620
0.03% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,335
shares
|
$528,431
0.01% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
5,332
shares
|
$528,134
0.26% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,315
shares
|
$526,450
0.02% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,301
shares
|
$525,064
0.01% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
5,279
shares
|
$522,884
0.15% of portfolio
|
Q2 2025
Reduced 32.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,261
shares
|
$521,102
0.01% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
5,242
shares
|
$519,220
0.22% of portfolio
|
Q2 2025
Reduced 48.63%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
5,172
shares
|
$512,286
0.08% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,170
shares
|
$512,088
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,154
shares
|
$510,503
0.01% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,151
shares
|
$510,206
0.01% of portfolio
|
Q2 2025
Reduced 83.5%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,149
shares
|
$510,008
0.06% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,148
shares
|
$509,909
0.15% of portfolio
|
Q1 2025
Added 51.86%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
5,148
shares
|
$509,909
0.05% of portfolio
|
Q2 2025
Added 103.8%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,141
shares
|
$509,216
0.03% of portfolio
|
Q3 2023
Added 3.05%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,140
shares
|
$509,117
0.04% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
5,123
shares
|
$507,433
0.12% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,113
shares
|
$506,442
0.01% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,101
shares
|
$505,254
0.35% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,072
shares
|
$502,381
0.02% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,067
shares
|
$501,886
0.4% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
5,067
shares
|
$501,886
0.35% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,050
shares
|
$500,202
0.02% of portfolio
|
Q1 2025
Reduced 41.66%
|