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 |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
4,152
shares
|
$411,255
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,144
shares
|
$410,463
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
4,117
shares
|
$407,788
0.04% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,102
shares
|
$406,303
0.04% of portfolio
|
Q2 2025
Reduced 88.58%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,097
shares
|
$405,807
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,010
shares
|
$397,190
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
4,002
shares
|
$396,398
0.01% of portfolio
|
Q1 2024
Reduced 27.54%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Aug 12, 2025 Q2 2025 |
3,989
shares
|
$395,110
0.34% of portfolio
|
Q2 2024
Added 58.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,984
shares
|
$394,615
0.01% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
3,952
shares
|
$391,445
0.0% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,947
shares
|
$390,950
0.01% of portfolio
|
Q2 2025
Reduced 25.58%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,935
shares
|
$389,761
0.0% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,900
shares
|
$386,295
0.24% of portfolio
|
Q4 2023
Reduced 3.7%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,880
shares
|
$384,314
0.27% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$382,828
0.11% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,863
shares
|
$382,630
0.04% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,861
shares
|
$382,432
0.04% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,840
shares
|
$380,352
0.13% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,825
shares
|
$378,866
0.05% of portfolio
|
Q2 2022
Added 29.27%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,814
shares
|
$377,776
0.06% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,786
shares
|
$375,003
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,784
shares
|
$374,805
0.04% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,741
shares
|
$370,546
0.0% of portfolio
|
Q3 2022
Added 1.11%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,731
shares
|
$369,555
0.23% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
3,723
shares
|
$368,763
0.07% of portfolio
|
Q1 2025
Reduced 5.1%
|