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 |
---|---|---|---|---|---|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
14
shares
|
$1,386
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$1,188
0.0% of portfolio
|
Q4 2023
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12
shares
|
$1,188
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
11
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
10
shares
|
$990
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10
shares
|
$990
0.0% of portfolio
|
Q2 2025
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
9
shares
|
$891
0.0% of portfolio
|
Q2 2025
Reduced 90.43%
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
8
shares
|
$792
0.0% of portfolio
|
Q2 2025
New holding
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
8
shares
|
$792
0.0% of portfolio
|
Q1 2025
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7
shares
|
$693
0.0% of portfolio
|
Q2 2025
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
6
shares
|
$594
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6
shares
|
$594
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$495
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$396
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4
shares
|
$396
0.0% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|