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 |
|---|---|---|---|---|---|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
25
shares
|
$2,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
25
shares
|
$2,476
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
25
shares
|
$2,476
0.0% of portfolio
|
Q4 2024
Reduced 84.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
25
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
Reduced 67.11%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
25
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
25
shares
|
$2,476
0.0% of portfolio
|
Q2 2019
Reduced 80.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
25
shares
|
$2,476
0.0% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
24
shares
|
$2,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
23
shares
|
$2,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
23
shares
|
$2,278
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
23
shares
|
$2,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
22
shares
|
$2,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
21
shares
|
$2,080
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$1,981
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
20
shares
|
$1,981
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19
shares
|
$1,881
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$1,782
0.0% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$1,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
18
shares
|
$1,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
16
shares
|
$1,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$1,584
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
16
shares
|
$1,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
16
shares
|
$1,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
16
shares
|
$1,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$1,386
0.0% of portfolio
|
Q2 2025
New holding
|