Filing Research | Diageo plc Institutional Holdings

Snapshot holdings

50 / 194 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	776.9KSH	$62.5M
2	ABC ARBITRAGE SA	Shares	584.3KSH	$47.0M
3	Douglas Lane & Associates, LLC	Shares	498.3KSH	$40.1M
4	Saratoga Research & Investment Management	Shares	361.0KSH	$29.0M
5	Townsend & Associates, Inc	Shares	168.8KSH	$14.3M
6	Allied Investment Advisors, LLC	Shares	123.9KSH	$10.0M
7	Poehling Capital Management, INC.	Shares	92.8KSH	$7.5M
8	Live Oak Private Wealth LLC	Shares	90.2KSH	$7.2M
9	Addenda Capital Inc.	Shares	73.0KSH	$5.9M
10	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	69.6KSH	$5.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.6KSH	$4.6M
12	Capricorn Fund Managers Ltd	Shares	54.0KSH	$4.3M
13	LMCG INVESTMENTS, LLC	Shares	52.4KSH	$4.2M
14	Value Partners Investments Inc.	Shares	40.2KSH	$3.2M
15	Transmarket Holdings LP	Shares	38.9KSH	$3.1M
16	DMKC Advisory Services, LLC	Shares	36.6KSH	$2.9M
17	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	35.1KSH	$2.8M
18	D.A. DAVIDSON & CO.	Shares	30.7KSH	$2.5M
19	Royal Fund Management, LLC	Shares	28.8KSH	$2.3M
20	LEE DANNER & BASS INC	Shares	26.7KSH	$2.1M
21	BENEDICT FINANCIAL ADVISORS INC	Shares	26.0KSH	$2.1M
22	DAVENPORT & Co LLC	Shares	24.7KSH	$2.0M
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	22.6KSH	$1.8M
24	Old Port Advisors	Shares	21.6KSH	$1.7M
25	NorthCrest Asset Manangement, LLC	Shares	20.4KSH	$1.6M
26	CHIRON CAPITAL MANAGEMENT, LLC	Shares	18.5KSH	$1.5M
27	Fiduciary Alliance LLC	Shares	18.3KSH	$1.5M
28	GC Wealth Management RIA, LLC	Shares	17.1KSH	$1.4M
29	Farther Finance Advisors, LLC	Shares	16.8KSH	$1.3M
30	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	16.0KSH	$1.3M
31	QRG CAPITAL MANAGEMENT, INC.	Shares	15.8KSH	$1.3M
32	Merit Financial Group, LLC	Shares	13.6KSH	$1.1M
33	HM PAYSON & CO	Shares	12.4KSH	$996.1K
34	NAPLES GLOBAL ADVISORS, LLC	Shares	11.9KSH	$957.4K
35	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	11.7KSH	$943.7K
36	Crossmark Global Holdings, Inc.	Shares	11.3KSH	$906.9K
37	NEW WAVE WEALTH ADVISORS LLC	Shares	11.2KSH	$898.6K
38	LAZARI CAPITAL MANAGEMENT, INC.	Shares	11.0KSH	$885.8K
39	Aaron Wealth Advisors LLC	Shares	10.6KSH	$852.1K
40	Westhampton Capital, LLC	Shares	10.5KSH	$846.9K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	10.2KSH	$821.8K
42	Pine Valley Investments Ltd Liability Co	Shares	10.1KSH	$808.0K
43	NOVEM GROUP	Shares	10.0KSH	$804.4K
44	BENJAMIN EDWARDS INC	Shares	9.8KSH	$785.7K
45	SIGNATUREFD, LLC	Shares	9.4KSH	$756.4K
46	SHRIER WEALTH MANAGEMENT, LLC	Shares	9.3KSH	$750.7K
47	CMH Wealth Management LLC	Shares	9.2KSH	$735.5K
48	Prospera Financial Services Inc	Shares	8.9KSH	$719.7K
49	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	8.5KSH	$681.3K
50	Portside Wealth Group, LLC	Shares	8.4KSH	$671.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 223 loaded

#		Instrument
1	ABC ARBITRAGE SA added	Shares	+77.5K	+$9.2M	$47.0M
2	LMCG INVESTMENTS, LLC new	Shares	+52.4K	+$4.2M	$4.2M
3	Douglas Lane & Associates, LLC added	Shares	+11.4K	+$3.8M	$40.1M
4	Capricorn Fund Managers Ltd added	Shares	+39.0K	+$3.2M	$4.3M
5	Allied Investment Advisors, LLC added	Shares	+10.5K	+$1.5M	$10.0M
6	Townsend & Associates, Inc added	Shares	+6.4K	+$1.3M	$14.3M
7	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+14.7K	+$1.2M	$1.8M
8	Saratoga Research & Investment Management trimmed	Shares	-17.1K	+$867.6K	$29.0M
9	DMKC Advisory Services, LLC added	Shares	+8.6K	+$855.2K	$2.9M
10	Fiduciary Alliance LLC added	Shares	+8.5K	+$693.9K	$1.5M
11	NEW WAVE WEALTH ADVISORS LLC added	Shares	+7.3K	+$611.3K	$898.6K
12	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+6.7K	+$608.5K	$1.5M
13	Aaron Wealth Advisors LLC added	Shares	+5.9K	+$498.7K	$852.1K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-13.9K	+$481.9K	$4.6M
15	Addenda Capital Inc. unchanged	Shares	0	+$432.9K	$5.9M
16	Blue Trust, Inc. added	Shares	+5.1K	+$424.6K	$647.4K
17	SIGNATUREFD, LLC added	Shares	+4.9K	+$421.9K	$756.4K
18	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.3K	+$337.2K	$1.3M
19	Confluence Wealth Services, Inc. new	Shares	+4.2K	+$336.5K	$336.5K
20	FOUNDERS CAPITAL MANAGEMENT, LLC new	Shares	+3.8K	+$306.6K	$306.6K
21	Prospera Financial Services Inc added	Shares	+3.3K	+$301.3K	$719.7K
22	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-1.6K	+$293.2K	$5.6M
23	Merit Financial Group, LLC added	Shares	+2.3K	+$253.5K	$1.1M
24	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+3.1K	+$245.3K	$245.3K
25	Poehling Capital Management, INC. trimmed	Shares	-4.2K	+$235.2K	$7.5M
26	GC Wealth Management RIA, LLC added	Shares	+1.8K	+$234.8K	$1.4M
27	Dynamic Advisor Solutions LLC new	Shares	+2.9K	+$230.0K	$230.0K
28	Value Partners Investments Inc. unchanged	Shares	0	+$229.8K	$3.2M
29	BENEDICT FINANCIAL ADVISORS INC added	Shares	+944	+$224.5K	$2.1M
30	Sowell Financial Services LLC new	Shares	+2.7K	+$219.7K	$219.7K
31	SAPIENT CAPITAL LLC new	Shares	+2.6K	+$212.2K	$212.2K
32	Old Port Advisors added	Shares	+1.1K	+$210.5K	$1.7M
33	Versant Capital Management, Inc added	Shares	+2.3K	+$189.0K	$248.9K
34	Valeo Financial Advisors, LLC added	Shares	+1.9K	+$178.7K	$480.6K
35	Portside Wealth Group, LLC added	Shares	+1.7K	+$176.5K	$671.9K
36	LEE DANNER & BASS INC added	Shares	+195	+$173.0K	$2.1M
37	Royal Fund Management, LLC trimmed	Shares	-199	+$156.2K	$2.3M
38	Ballentine Partners, LLC added	Shares	+1.6K	+$155.3K	$465.2K
39	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6K	+$149.7K	$365.9K
40	Live Oak Private Wealth LLC trimmed	Shares	-5.2K	+$147.8K	$7.2M
41	Crossmark Global Holdings, Inc. added	Shares	+766	+$123.9K	$906.9K
42	D.A. DAVIDSON & CO. trimmed	Shares	-894	+$115.4K	$2.5M
43	Venturi Wealth Management, LLC added	Shares	+1.2K	+$115.0K	$346.8K
44	Grove Bank & Trust added	Shares	+828	+$108.9K	$640.0K
45	Farther Finance Advisors, LLC added	Shares	+147	+$107.7K	$1.3M
46	Foster Victor Wealth Advisors, LLC added	Shares	+1.3K	+$106.0K	$449.6K
47	LAZARI CAPITAL MANAGEMENT, INC. added	Shares	+503	+$102.8K	$885.8K
48	Sequoia Financial Advisors, LLC added	Shares	+850	+$95.9K	$442.7K
49	Security National Bank new	Shares	+1.2K	+$93.3K	$93.3K
50	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+365	+$77.4K	$681.3K

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