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 |
---|---|---|---|---|---|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,749
shares
|
$272,288
0.0% of portfolio
|
Q2 2025
Added 132.18%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,724
shares
|
$269,812
0.01% of portfolio
|
Q2 2025
Added 5.5%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,700
shares
|
$267,435
0.01% of portfolio
|
Q4 2022
Reduced 3.57%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,667
shares
|
$264,166
0.05% of portfolio
|
Q3 2023
Reduced 18.17%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,635
shares
|
$260,996
0.0% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,625
shares
|
$260,006
0.05% of portfolio
|
Q1 2024
New holding
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,619
shares
|
$259,411
0.02% of portfolio
|
Q2 2025
Reduced 48.56%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,616
shares
|
$259,114
0.04% of portfolio
|
Q3 2022
Reduced 0.15%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,603
shares
|
$257,827
0.0% of portfolio
|
Q2 2025
Added 72.84%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
2,598
shares
|
$257,331
0.04% of portfolio
|
Q1 2025
Added 13.75%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
2,578
shares
|
$255,350
0.0% of portfolio
|
Q2 2025
Added 12.38%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,577
shares
|
$255,251
0.0% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,577
shares
|
$255,251
0.02% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
2,576
shares
|
$255,152
0.01% of portfolio
|
Q2 2025
Added 6.93%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,570
shares
|
$254,558
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,570
shares
|
$254,558
0.07% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
2,563
shares
|
$253,865
0.07% of portfolio
|
Q1 2025
Added 13.26%
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,562
shares
|
$253,766
1.01% of portfolio
|
Q3 2022
Added 0.04%
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,560
shares
|
$253,568
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,544
shares
|
$251,983
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,544
shares
|
$251,983
0.0% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
2,535
shares
|
$251,091
0.05% of portfolio
|
Q2 2025
Added 1.77%
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$250,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,503
shares
|
$247,922
0.01% of portfolio
|
Q2 2025
Reduced 52.1%
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$247,625
0.04% of portfolio
|
Q1 2025
Reduced 30.75%
|