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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
28,639
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
28,534
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
28,400
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
28,368
shares
|
$2.81 Million
1.91% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
28,315
shares
|
$2.8 Million
1.23% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Weitz Investment Management, Inc.
Omaha, NE |
Aug 12, 2025 Q2 2025 |
28,300
shares
|
$2.8 Million
0.17% of portfolio
|
Q1 2024
Added 38.05%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
28,189
shares
|
$2.79 Million
1.05% of portfolio
|
Q2 2025
Added 1609.46%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
28,007
shares
|
$2.77 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,325
shares
|
$2.71 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
27,240
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
26,915
shares
|
$2.67 Million
0.62% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
26,367
shares
|
$2.61 Million
1.2% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
25,758
shares
|
$2.55 Million
0.49% of portfolio
|
Q1 2025
Reduced 58.76%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
25,644
shares
|
$2.54 Million
0.92% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,553
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
25,503
shares
|
$2.53 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
25,377
shares
|
$2.51 Million
0.5% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$2.48 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
24,619
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
24,326
shares
|
$2.41 Million
2.25% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,233
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
23,996
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.17%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
23,964
shares
|
$2.37 Million
0.27% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
23,832
shares
|
$2.36 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
22,966
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.92%
|