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 |
---|---|---|---|---|---|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
3,096
shares
|
$306,658
0.26% of portfolio
|
Q2 2025
Added 1.74%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,082
shares
|
$305,272
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
3,075
shares
|
$304,578
0.04% of portfolio
|
Q3 2024
Added 43.02%
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,074
shares
|
$304,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,064
shares
|
$303,489
0.01% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,057
shares
|
$302,795
0.02% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
3,006
shares
|
$297,744
0.01% of portfolio
|
Q2 2025
Added 11.75%
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,005
shares
|
$297,645
0.15% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$297,150
0.06% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,986
shares
|
$295,763
0.11% of portfolio
|
Q1 2024
Added 3.5%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,965
shares
|
$293,683
0.03% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,964
shares
|
$293,584
0.01% of portfolio
|
Q2 2025
Reduced 51.69%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,943
shares
|
$291,504
0.07% of portfolio
|
Q1 2024
New holding
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
2,941
shares
|
$291,306
0.08% of portfolio
|
Q1 2025
Added 5.37%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
2,939
shares
|
$291,107
0.07% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
2,927
shares
|
$289,919
0.08% of portfolio
|
Q2 2025
New holding
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
2,917
shares
|
$288,928
0.28% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
2,913
shares
|
$288,532
0.0% of portfolio
|
Q1 2025
Reduced 31.43%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,884
shares
|
$285,660
0.03% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,883
shares
|
$285,561
0.04% of portfolio
|
Q3 2022
Added 7.21%
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
2,817
shares
|
$279,023
0.27% of portfolio
|
Q2 2025
Added 0.07%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
2,809
shares
|
$278,231
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
2,800
shares
|
$277,340
0.02% of portfolio
|
Q2 2025
New holding
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
2,800
shares
|
$277,340
0.1% of portfolio
|
Q3 2017
New holding
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
2,776
shares
|
$274,962
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|