DEO Diageo plc
Diageo plc (DEO) Institutional Ownership
What the institutions did with DEO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ABC ARBITRAGE SA | 591.9K | 14.5% |
| Douglas Lane & Associates, LLC | 504.9K | 12.4% |
| Saratoga Research & Investment Management | 340.5K | 8.4% |
| FOUNDATION RESOURCE MANAGEMENT INC | 239.0K | 5.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 208.6K | 5.1% |
| Townsend & Associates, Inc | 171.0K | 4.2% |
| ASSETMARK, INC | 161.0K | 4.0% |
| Great Hill Capital LLC | 153.8K | 3.8% |
| Allied Investment Advisors, LLC | 132.9K | 3.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 100.9K | 2.5% |
| Poehling Capital Management, INC. | 95.8K | 2.4% |
| Philip James Wealth Mangement, LLC | 89.0K | 2.2% |
| LMCG INVESTMENTS, LLC | 78.5K | 1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75.9K | 1.9% |
| Addenda Capital Inc. | 73.0K | 1.8% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 67.8K | 1.7% |
| Lorne Steinberg Wealth Management Inc. | 60.3K | 1.5% |
| Value Partners Investments Inc. | 40.2K | 1.0% |
| QUADRANT CAPITAL GROUP LLC | 39.6K | 1.0% |
| Transmarket Holdings LP | 38.1K | 0.9% |
| BENEDICT FINANCIAL ADVISORS INC | 28.2K | 0.7% |
| Royal Fund Management, LLC | 28.1K | 0.7% |
| Atria Investments, Inc | 28.1K | 0.7% |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 26.5K | 0.6% |
| Old Port Advisors | 22.3K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 776.9K | 100.9K | -676.0K |
| CORDA Investment Management, LLC. | Sold Out | 167.3K | 0 | -167.3K |
| Moran Wealth Management, LLC | Sold Out | 89.5K | 0 | -89.5K |
| LMCG INVESTMENTS, LLC | Increased | 52.4K | 78.5K | +26.1K |
| Saratoga Research & Investment Management | Reduced | 361.0K | 340.5K | -20.5K |
| Fiduciary Alliance LLC | Sold Out | 18.3K | 0 | -18.3K |
| Philip James Wealth Mangement, LLC | Reduced | 103.2K | 89.0K | -14.2K |
| Burkett Asset Management Ltd | Reduced | 24.1K | 12.3K | -11.8K |
| Great Hill Capital LLC | Increased | 142.1K | 153.8K | +11.7K |
| NOVEM GROUP | Sold Out | 10.0K | 0 | -10.0K |
| CMH Wealth Management LLC | Sold Out | 9.2K | 0 | -9.2K |
| ASSETMARK, INC | Increased | 151.9K | 161.0K | +9.1K |
| Allied Investment Advisors, LLC | Increased | 123.9K | 132.9K | +9.0K |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | Reduced | 35.1K | 26.5K | -8.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Increased | 200.1K | 208.6K | +8.6K |
| ABC ARBITRAGE SA | Increased | 584.3K | 591.9K | +7.6K |
| Grove Bank & Trust | Reduced | 8.0K | 609 | -7.4K |
| DAVENPORT & Co LLC | Reduced | 24.7K | 17.5K | -7.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Reduced | 22.6K | 15.8K | -6.8K |
| Douglas Lane & Associates, LLC | Increased | 498.3K | 504.9K | +6.6K |
| LAZARI CAPITAL MANAGEMENT, INC. | Reduced | 11.0K | 4.7K | -6.3K |
| NEW WAVE WEALTH ADVISORS LLC | Reduced | 11.2K | 5.4K | -5.8K |
| Lantz Financial LLC | Sold Out | 5.5K | 0 | -5.5K |
| Bull Street Advisors, LLC | Reduced | 7.8K | 2.8K | -5.0K |
| Quintet Private Bank (Europe) S.A. | New | 0 | 5.0K | +5.0K |
| Premier Path Wealth Partners, LLC | Sold Out | 4.6K | 0 | -4.6K |
| Atria Investments, Inc | Increased | 23.5K | 28.1K | +4.6K |
| Farther Finance Advisors, LLC | Reduced | 16.8K | 12.5K | -4.3K |
| OpenArc Corporate Advisory, LLC | New | 0 | 4.0K | +4.0K |
| Sage Investment Counsel LLC | Sold Out | 4.0K | 0 | -4.0K |
| QUADRANT CAPITAL GROUP LLC | Reduced | 43.6K | 39.6K | -3.9K |
| NorthCrest Asset Manangement, LLC | Reduced | 20.4K | 16.5K | -3.9K |
| Abel Hall, LLC | New | 0 | 3.6K | +3.6K |
| TD Waterhouse Canada Inc. | Reduced | 12.3K | 9.0K | -3.3K |
| Arlington Partners LLC | Sold Out | 3.2K | 0 | -3.2K |
| Poehling Capital Management, INC. | Increased | 92.8K | 95.8K | +2.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | New | 0 | 2.9K | +2.9K |
| FOUNDATION RESOURCE MANAGEMENT INC | Reduced | 241.6K | 239.0K | -2.6K |
| B. Riley Wealth Advisors, Inc. | New | 0 | 2.4K | +2.4K |
| SANDERS MORRIS HARRIS LLC | New | 0 | 2.3K | +2.3K |
| BENEDICT FINANCIAL ADVISORS INC | Increased | 26.0K | 28.2K | +2.2K |
| Townsend & Associates, Inc | Increased | 168.8K | 171.0K | +2.2K |
| PARK AVENUE SECURITIES LLC | Increased | 6.3K | 8.3K | +2.0K |
| MISSION WEALTH MANAGEMENT, LP | Reduced | 4.6K | 2.6K | -2.0K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | Reduced | 69.6K | 67.8K | -1.8K |
| Pinnacle Wealth Planning Services, Inc. | Increased | 2.8K | 4.6K | +1.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | Increased | 2.8K | 4.3K | +1.5K |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | Sold Out | 1.4K | 0 | -1.4K |
| SIGNATUREFD, LLC | Increased | 9.4K | 10.8K | +1.4K |
| Crossmark Global Holdings, Inc. | Reduced | 11.3K | 10.0K | -1.3K |
| Guardian Partners Inc. | Reduced | 1.4K | 150 | -1.3K |
| Blue Trust, Inc. | Reduced | 8.1K | 7.0K | -1.1K |
| CoreCap Advisors, LLC | Reduced | 6.5K | 5.5K | -1.0K |
| Lorne Steinberg Wealth Management Inc. | Increased | 59.3K | 60.3K | +1.0K |
| Dynamic Advisor Solutions LLC | Increased | 2.9K | 3.8K | +954 |
| Diversify Advisory Services, LLC | Increased | 2.6K | 3.6K | +951 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Increased | 2.6K | 3.6K | +951 |
| DMC Group, LLC | Increased | 2.9K | 3.8K | +890 |
| TT Capital Management LLC | Increased | 5.7K | 6.6K | +840 |
| Euro Pacific Asset Management, LLC | Increased | 7.2K | 8.0K | +805 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.