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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,035
shares
|
$498,716
0.01% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,027
shares
|
$497,924
0.02% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
5,018
shares
|
$497,032
0.07% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
4,996
shares
|
$494,853
0.15% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,985
shares
|
$493,764
0.18% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
4,951
shares
|
$490,396
0.01% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,947
shares
|
$490,000
0.02% of portfolio
|
Q2 2025
Reduced 37.97%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
4,927
shares
|
$488,019
0.03% of portfolio
|
Q2 2025
Added 68.21%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,923
shares
|
$487,623
0.85% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
4,919
shares
|
$487,226
0.01% of portfolio
|
Q2 2025
Added 77.84%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,913
shares
|
$486,632
0.0% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,913
shares
|
$486,632
0.33% of portfolio
|
Q3 2023
Added 39.38%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
4,902
shares
|
$485,543
0.09% of portfolio
|
Q2 2025
Reduced 59.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
4,900
shares
|
$485,345
0.02% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,894
shares
|
$484,750
0.01% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
4,850
shares
|
$480,392
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,850
shares
|
$480,392
0.06% of portfolio
|
Q4 2023
Reduced 27.87%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,833
shares
|
$478,708
0.02% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
4,767
shares
|
$472,171
0.27% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,750
shares
|
$470,487
0.03% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,685
shares
|
$464,049
0.01% of portfolio
|
Q2 2025
Reduced 64.75%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
4,662
shares
|
$461,771
0.25% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
4,658
shares
|
$461,374
0.33% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,597
shares
|
$455,332
0.04% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,592
shares
|
$454,837
0.01% of portfolio
|
Q2 2025
Added 0.92%
|