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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
29,848
shares
|
$3.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,795
shares
|
$3.14 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
29,231
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
29,162
shares
|
$3.08 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
28,380
shares
|
$3 Million
1.22% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
28,353
shares
|
$2.99 Million
2.02% of portfolio
|
Q3 2024
Added 48.54%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
28,335
shares
|
$2.99 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Weitz Investment Management, Inc.
Omaha, NE |
May 09, 2025 Q1 2025 |
28,300
shares
|
$2.99 Million
0.17% of portfolio
|
Q1 2024
Added 38.05%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
28,243
shares
|
$2.98 Million
1.4% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
27,948
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,743
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
27,525
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 22.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
27,176
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
27,056
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
26,681
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
26,665
shares
|
$2.81 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
26,255
shares
|
$2.77 Million
1.33% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
26,131
shares
|
$2.76 Million
0.03% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
25,758
shares
|
$2.72 Million
0.49% of portfolio
|
Q1 2025
Reduced 58.76%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
25,711
shares
|
$2.71 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
25,377
shares
|
$2.68 Million
0.5% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
25,011
shares
|
$2.64 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
25,000
shares
|
$2.64 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,657
shares
|
$2.6 Million
0.05% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
24,326
shares
|
$2.57 Million
2.25% of portfolio
|
Q2 2025
Added 2.92%
|