Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,038 institutions that hold shares in the stock, with a total of 54.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
35,569
shares
|
$3.75 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,553
shares
|
$3.75 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
35,043
shares
|
$3.7 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
34,735
shares
|
$3.67 Million
0.03% of portfolio
|
Q1 2025
Added 713.28%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
34,534
shares
|
$3.64 Million
0.01% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Infusive Asset Management Inc.
New York, NY |
May 15, 2025 Q1 2025 |
34,268
shares
|
$3.62 Million
1.67% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
34,053
shares
|
$3.59 Million
0.4% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,749
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.38%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
33,349
shares
|
$3.52 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
33,107
shares
|
$3.49 Million
0.43% of portfolio
|
Q2 2025
Added 81.79%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
32,567
shares
|
$3.44 Million
0.5% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
32,525
shares
|
$3.43 Million
1.29% of portfolio
|
Q2 2025
Added 225.8%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
32,138
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
31,887
shares
|
$3.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
31,674
shares
|
$3.34 Million
0.03% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
31,423
shares
|
$3.32 Million
0.42% of portfolio
|
Q4 2022
Reduced 0.98%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
31,209
shares
|
$3.29 Million
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
31,122
shares
|
$3.28 Million
0.6% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
30,900
shares
|
$3.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
30,780
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
30,440
shares
|
$3.21 Million
1.18% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
30,252
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 128.09%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
30,239
shares
|
$3.19 Million
0.34% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,993
shares
|
$3.17 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
29,890
shares
|
$3.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.1%
|