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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,473
shares
|
$145,900
0.08% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,453
shares
|
$143,919
0.05% of portfolio
|
Q2 2022
Reduced 5.89%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,420
shares
|
$140,651
0.08% of portfolio
|
Q1 2025
Reduced 28.28%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,409
shares
|
$139,561
0.0% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
1,401
shares
|
$138,769
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
1,350
shares
|
$133,717
0.1% of portfolio
|
Q4 2022
Reduced 10.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,341
shares
|
$132,826
0.02% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,311
shares
|
$129,854
0.0% of portfolio
|
Q2 2025
Added 992.5%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,245
shares
|
$123,317
0.12% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,241
shares
|
$122,921
0.01% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,234
shares
|
$122,227
0.01% of portfolio
|
Q2 2025
Added 87.25%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,225
shares
|
$121,336
0.04% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,196
shares
|
$118,463
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,179
shares
|
$116,779
0.02% of portfolio
|
Q4 2022
Reduced 14.75%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,144
shares
|
$113,313
0.03% of portfolio
|
Q2 2025
Added 766.67%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,137
shares
|
$112,619
0.01% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,100
shares
|
$108,955
0.02% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,071
shares
|
$106,082
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,065
shares
|
$105,488
0.01% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,058
shares
|
$104,794
0.01% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,045
shares
|
$103,507
0.04% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,014
shares
|
$100,436
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,006
shares
|
$99,644
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$99,050
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$99,050
0.01% of portfolio
|
Q2 2024
New holding
|