Who Owns DIAGEO PLC (DEO)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $70.2M of DIAGEO PLC (DEO) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($62.5M), DMKC Advisory Services, LLC ($2.9M), Grove Bank & Trust ($639,985), Lincoln Capital LLC ($577,241), CoreCap Advisors, LLC ($523,595). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $62.5M | 776,936 | Trimmed |
| 2 | DMKC Advisory Services, LLC | $2.9M | 36,589 | Added |
| 3 | Grove Bank & Trust | $639,985 | 7,962 | Added |
| 4 | Lincoln Capital LLC | $577,241 | 7,181 | Trimmed |
| 5 | CoreCap Advisors, LLC | $523,595 | 6,514 | Trimmed |
| 6 | Wynn Capital, LLC | $499,643 | 6,216 | Added |
| 7 | Sandy Cove Advisors, LLC | $497,472 | 6,189 | Added |
| 8 | Valeo Financial Advisors, LLC | $480,618 | 5,979 | Added |
| 9 | Bangor Savings Bank | $320,314 | 3,985 | Trimmed |
| 10 | TRUST POINT INC. | $258,344 | 3,214 | Added |
| 11 | Arlington Partners LLC | $257,618 | 3,205 | Hold |
| 12 | Versant Capital Management, Inc | $248,937 | 3,097 | Added |
| 13 | Dynamic Advisor Solutions LLC | $230,048 | 2,862 | New |
| 14 | GAMMA Investing LLC | $99,159 | 1,234 | Trimmed |
| 15 | Central Pacific Bank - Trust Division | $88,418 | 1,100 | Hold |
| 16 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $48,068 | 598 | Trimmed |
| 17 | Beacon Financial Strategies CORP | $18,890 | 235 | Hold |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | $18,487 | 230 | Hold |
| 19 | Hilltop National Bank | $13,745 | 171 | Trimmed |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $6,351 | 79 | New |
| 21 | EASTERN BANK | $5,305 | 66 | Hold |
| 22 | Cedar Mountain Advisors, LLC | $5,064 | 63 | Added |
| 23 | Retirement Wealth Solutions LLC | $1,045 | 13 | Trimmed |
| 24 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $80 | 1 | Hold |
| 25 | Eldred Rock Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30