DEO — Diageo PLC Institutional Holders · Q3 2026

Name: Who Owns DEO? 34 Institutions Hold $66.3M (Q3 2026)
Creator: ko.io

Who owns Diageo PLC (DEO)? 34 institutions reported holding $66.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($43.2M), Confluence Investment Management LLC ($8.6M), Schaper Benz & Wise Investment Counsel Inc ($5.8M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$43.2M	504,919	Added
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	$8.6M	100,892	Trimmed
3	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$5.8M	67,813	Trimmed
4	BENEDICT FINANCIAL ADVISORS INC	$2.4M	28,241	Added
5	Farther Finance Advisors, LLC	$1.1M	12,520	Trimmed
6	Parrish Capital LLC	$607,760	7,100	Added
7	Valeo Financial Advisors, LLC	$579,711	6,772	Added
8	Lincoln Capital LLC	$546,398	6,383	Trimmed
9	Investors Research Corp	$523,273	6,113	Trimmed
10	CoreCap Advisors, LLC	$471,399	5,507	Trimmed
11	Quintet Private Bank (Europe) S.A.	$428,000	5,000	New
12	Bangor Savings Bank	$333,327	3,894	Trimmed
13	Avidian Wealth Enterprises, LLC	$286,420	3,346	Trimmed
14	Versant Capital Management, Inc	$285,048	3,330	Added
15	SAPIENT CAPITAL LLC	$225,984	2,640	Hold
16	Venture Visionary Partners LLC	$221,875	2,592	Added
17	Ridgewood Investments LLC	$205,611	2,402	Trimmed
18	GAMMA Investing LLC	$146,772	1,715	Added
19	Central Pacific Bank - Trust Division	$94,160	1,100	Hold
20	Hickory Point Bank & Trust	$56,496	660	Hold
21	Grove Bank & Trust	$52,130	609	Trimmed
22	Wealth Enhancement Trust Services, Inc.	$25,680	300	Hold
23	GK Wealth Management LLC	$22,370	261	New
24	Rosenberg Matthew Hamilton	$7,276	85	Hold
25	ELEVATION WEALTH PARTNERS, LLC	$6,763	79	Hold

Source: SEC Form 13F filings · as of 2026-09-30