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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
79,092
shares
|
$7.83 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
77,710
shares
|
$7.7 Million
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
73,551
shares
|
$7.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jul 09, 2025 Q2 2025 |
73,163
shares
|
$7.25 Million
2.24% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
73,101
shares
|
$7.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
72,969
shares
|
$7.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
71,875
shares
|
$7.12 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
71,068
shares
|
$7.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Aug 06, 2025 Q2 2025 |
70,778
shares
|
$7.01 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
70,179
shares
|
$6.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
69,859
shares
|
$6.92 Million
0.01% of portfolio
|
Q2 2025
Added 73.06%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
69,300
shares
|
$6.86 Million
0.01% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
68,340
shares
|
$6.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
64,422
shares
|
$6.38 Million
1.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
63,786
shares
|
$6.32 Million
0.32% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
62,637
shares
|
$6.2 Million
0.05% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
62,231
shares
|
$6.16 Million
0.08% of portfolio
|
Q2 2025
Added 23.25%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
62,045
shares
|
$6.15 Million
0.18% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
61,624
shares
|
$6.1 Million
0.01% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
61,422
shares
|
$6.08 Million
0.49% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
61,148
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
58,788
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 25, 2025 Q2 2025 |
58,026
shares
|
$5.75 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
56,935
shares
|
$5.64 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
56,622
shares
|
$5.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|