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 |
---|---|---|---|---|---|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
519
shares
|
$51,406
0.04% of portfolio
|
Q2 2025
Reduced 72.33%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
500
shares
|
$49,525
0.01% of portfolio
|
Q4 2023
Reduced 16.25%
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$49,525
0.03% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
499
shares
|
$49,425
0.0% of portfolio
|
Q1 2025
Reduced 58.69%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
497
shares
|
$49,227
0.07% of portfolio
|
Q2 2022
Reduced 58.02%
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
493
shares
|
$48,831
0.0% of portfolio
|
Q2 2025
Reduced 96.59%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
485
shares
|
$48,039
0.03% of portfolio
|
Q2 2025
New holding
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
468
shares
|
$46,355
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
466
shares
|
$46,157
0.01% of portfolio
|
Q2 2024
Added 489.87%
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
450
shares
|
$44,572
0.0% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
448
shares
|
$44,374
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
439
shares
|
$43,482
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$43,185
0.03% of portfolio
|
Q2 2024
Reduced 29.45%
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
424
shares
|
$41,997
0.0% of portfolio
|
Q2 2025
Added 2.42%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
413
shares
|
$40,907
0.01% of portfolio
|
Q2 2023
Reduced 9.63%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
403
shares
|
$39,917
0.05% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
400
shares
|
$39,620
0.02% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
398
shares
|
$39,421
0.03% of portfolio
|
Q2 2023
Added 0.25%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
379
shares
|
$37,539
0.03% of portfolio
|
Q1 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
373
shares
|
$36,945
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
365
shares
|
$36,153
0.03% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
364
shares
|
$36,054
0.0% of portfolio
|
Q2 2024
Reduced 11.44%
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
357
shares
|
$35,360
0.02% of portfolio
|
Q2 2025
Added 84.02%
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
335
shares
|
$33,181
0.02% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
330
shares
|
$32,686
0.0% of portfolio
|
Q2 2025
Added 76.47%
|