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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
233
shares
|
$23,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
215
shares
|
$21,295
0.01% of portfolio
|
Q2 2025
Reduced 69.97%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
214
shares
|
$21,196
0.01% of portfolio
|
Q2 2021
Reduced 99.39%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
211
shares
|
$20,899
0.01% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
209
shares
|
$20,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
207
shares
|
$20,503
0.0% of portfolio
|
Q2 2025
Added 86.49%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
203
shares
|
$20,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
200
shares
|
$19,810
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
200
shares
|
$19,810
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
200
shares
|
$19,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$19,810
0.0% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
200
shares
|
$19,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
200
shares
|
$19,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$19,810
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
197
shares
|
$19,512
0.0% of portfolio
|
Q1 2024
Reduced 83.83%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
191
shares
|
$18,918
0.0% of portfolio
|
Q1 2025
Reduced 56.69%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
188
shares
|
$18,621
0.0% of portfolio
|
Q2 2025
Reduced 49.05%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
181
shares
|
$17,928
0.01% of portfolio
|
Q2 2025
Reduced 76.82%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
179
shares
|
$17,729
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
175
shares
|
$17,333
0.0% of portfolio
|
Q2 2022
Reduced 86.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
172
shares
|
$17,036
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
171
shares
|
$16,937
0.0% of portfolio
|
Q2 2025
Reduced 93.61%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
166
shares
|
$16,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
160
shares
|
$15,848
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
155
shares
|
$15,352
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|