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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,236
shares
|
$221,475
0.01% of portfolio
|
Q4 2022
Added 5.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,234
shares
|
$221,277
0.07% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$217,910
0.13% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
2,191
shares
|
$217,018
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,189
shares
|
$216,820
0.01% of portfolio
|
Q3 2022
Reduced 36.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,167
shares
|
$214,641
0.0% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,166
shares
|
$214,542
0.02% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,157
shares
|
$213,650
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
2,137
shares
|
$211,669
0.0% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,131
shares
|
$211,075
0.01% of portfolio
|
Q1 2024
Reduced 40.87%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Jul 28, 2025 Q2 2025 |
2,123
shares
|
$210,283
0.18% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,100
shares
|
$208,005
0.02% of portfolio
|
Q2 2025
Reduced 42.79%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
2,100
shares
|
$208,005
0.01% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,095
shares
|
$207,509
0.0% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,092
shares
|
$207,212
0.01% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,090
shares
|
$207,014
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,081
shares
|
$206,123
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,069
shares
|
$204,934
0.0% of portfolio
|
Q2 2025
Reduced 24.6%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,061
shares
|
$204,142
0.01% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,046
shares
|
$202,656
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,039
shares
|
$201,962
0.04% of portfolio
|
Q2 2025
Reduced 56.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
2,013
shares
|
$199,387
0.01% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
1,990
shares
|
$197,109
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
1,984
shares
|
$196,515
0.3% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
1,967
shares
|
$194,831
0.15% of portfolio
|
Q1 2025
Reduced 2.48%
|