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 |
---|---|---|---|---|---|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,496
shares
|
$247,228
0.04% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
2,496
shares
|
$247,228
0.01% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,491
shares
|
$246,733
0.0% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
2,482
shares
|
$245,842
0.08% of portfolio
|
Q2 2025
Added 3.76%
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
2,477
shares
|
$245,346
0.02% of portfolio
|
Q2 2025
Reduced 69.76%
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
2,455
shares
|
$243,167
0.07% of portfolio
|
Q1 2025
Reduced 40.66%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,451
shares
|
$242,771
0.05% of portfolio
|
Q2 2025
New holding
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
2,436
shares
|
$241,285
0.01% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,424
shares
|
$240,097
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
2,423
shares
|
$239,998
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
2,395
shares
|
$237,224
0.34% of portfolio
|
Q4 2021
New holding
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
2,394
shares
|
$237,125
0.0% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,384
shares
|
$236,135
0.23% of portfolio
|
Q2 2025
New holding
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,377
shares
|
$235,441
0.02% of portfolio
|
Q1 2025
New holding
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,371
shares
|
$234,847
0.05% of portfolio
|
Q3 2022
Reduced 2.07%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,369
shares
|
$234,649
0.01% of portfolio
|
Q2 2025
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,364
shares
|
$234,154
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,350
shares
|
$232,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,346
shares
|
$232,371
0.08% of portfolio
|
Q2 2025
New holding
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,346
shares
|
$232,371
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,334
shares
|
$231,182
0.0% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
2,320
shares
|
$229,796
0.11% of portfolio
|
Q2 2025
Added 0.65%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,310
shares
|
$228,805
0.0% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,308
shares
|
$228,607
0.06% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
2,272
shares
|
$225,041
0.01% of portfolio
|
Q2 2025
Reduced 4.5%
|