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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,950
shares
|
$193,147
0.06% of portfolio
|
Q2 2022
Added 2.63%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,944
shares
|
$192,553
0.2% of portfolio
|
Q4 2022
Added 0.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,931
shares
|
$191,265
0.01% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,929
shares
|
$191,067
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,921
shares
|
$190,275
0.01% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,861
shares
|
$184,332
0.04% of portfolio
|
Q2 2022
Added 1.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$181,558
0.02% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,747
shares
|
$173,040
0.09% of portfolio
|
Q2 2022
Reduced 25.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,732
shares
|
$171,554
0.05% of portfolio
|
Q2 2023
Reduced 0.92%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,728
shares
|
$171,158
0.02% of portfolio
|
Q2 2025
Reduced 91.8%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,713
shares
|
$169,672
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
1,700
shares
|
$168,385
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,700
shares
|
$168,385
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,678
shares
|
$166,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,665
shares
|
$164,918
0.03% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,625
shares
|
$160,956
0.01% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,615
shares
|
$159,965
0.45% of portfolio
|
Q3 2022
Added 22.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,602
shares
|
$158,678
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,592
shares
|
$157,687
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,586
shares
|
$157,093
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,585
shares
|
$156,994
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,561
shares
|
$154,617
0.0% of portfolio
|
Q4 2022
Added 7.43%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,551
shares
|
$153,626
0.73% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,505
shares
|
$149,070
0.02% of portfolio
|
Q3 2022
Reduced 4.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,502
shares
|
$148,773
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|