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 |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,394
shares
|
$336,175
0.13% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,387
shares
|
$335,482
0.02% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,384
shares
|
$335,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
3,354
shares
|
$332,213
0.18% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,345
shares
|
$331,322
0.01% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,343
shares
|
$331,124
0.01% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,334
shares
|
$330,232
0.01% of portfolio
|
Q2 2025
Added 47.59%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
3,322
shares
|
$329,044
0.16% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,307
shares
|
$327,558
0.01% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,287
shares
|
$325,577
0.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
3,247
shares
|
$321,615
0.14% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,225
shares
|
$319,436
0.04% of portfolio
|
Q2 2025
Reduced 26.27%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
3,219
shares
|
$318,841
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
3,215
shares
|
$318,445
0.22% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,208
shares
|
$317,752
0.02% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,201
shares
|
$317,059
0.09% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,166
shares
|
$313,592
0.01% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
3,146
shares
|
$311,611
0.01% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,135
shares
|
$310,521
0.01% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,135
shares
|
$310,521
0.06% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,132
shares
|
$310,224
0.06% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,131
shares
|
$310,125
0.0% of portfolio
|
Q2 2025
Reduced 76.91%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,123
shares
|
$309,333
0.03% of portfolio
|
Q2 2025
Reduced 86.32%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
3,106
shares
|
$307,649
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,099
shares
|
$306,955
0.0% of portfolio
|
Q2 2025
Added 6.86%
|