Who holds DEOticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

DIAGEO PLC · SPON ADR NEW · quarter ended 2026-03-31 · 28 members disclosed DEO ↗

502

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$3.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

230

addsholders whose share count rose or who opened the position (new + add), by shares

111

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of DEO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$520M	6,985,054	+281,414	add
2	Orbis Allan Gray Ltd	$275M	3,700,094	+1,962,748	add
3	BANK OF AMERICA CORP /DE/	$217M	2,913,707	+103,531	add
4	EQUITY INVESTMENT CORP	$109M	1,468,228	+330,838	add
5	BANK OF MONTREAL /CAN/	$108M	1,446,618	−726,429	trim
6	MARKEL GROUP INC.	$102M	1,372,208	+500	add
7	DIMENSIONAL FUND ADVISORS LP	$102M	1,372,808	+477,999	add
8	FRANKLIN RESOURCES INC	$100M	1,349,055	+1,291,002	add
9	ENVESTNET ASSET MANAGEMENT INC	$75.3M	1,011,736	−124,322	trim
10	MORGAN STANLEY	$73.1M	981,820	−965,425	trim
11	WELLS FARGO & COMPANY/MN	$65.0M	872,412	−296,363	trim
12	ROYAL BANK OF CANADA	$59.8M	802,769	−94,026	trim
13	RAYMOND JAMES FINANCIAL INC	$58.7M	788,172	−342,959	trim
14	CAUSEWAY CAPITAL MANAGEMENT LLC	$49.6M	666,314	+181,026	add
15	JANE STREET GROUP, LLC	$44.5M	597,680	+294,799	add
16	NORTHERN TRUST CORP	$43.6M	585,206	−12,556	trim
17	Clearbridge Investments, LLC	$43.0M	582,901	+25,903	add
18	Aristotle Capital Management, LLC	$38.2M	513,419	+36,068	add
19	BRANDES INVESTMENT PARTNERS, LP	$37.4M	501,973	+200,377	add
20	Altshuler Shaham Ltd	$37.2M	500,000	+500,000	new
21	CAMBIAR INVESTORS LLC	$36.7M	493,349	+63,336	add
22	UBS Group AG	$34.6M	464,480	+51,056	add
23	FIRST TRUST ADVISORS LP	$34.5M	463,572	+49,504	add
24	Federation des caisses Desjardins du Quebec	$32.3M	434,027	+118,418	add
25	DEUTSCHE BANK AG\	$30.7M	411,907	+101,063	add
26	CITIGROUP INC	$26.7M	358,475	−201,214	trim
27	CITADEL ADVISORS LLC	$25.6M	343,786	+299,203	add
28	PRIVATE MANAGEMENT GROUP INC	$25.5M	342,807	+342,807	new
29	CIBC Bancorp USA Inc.	$25.3M	339,638	—	no prior
30	FIRST MANHATTAN CO. LLC.	$22.7M	304,622	+12,497	add
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$22.2M	297,137	−9,964	trim
32	OLD MISSION CAPITAL LLC	$21.2M	284,374	+188,360	add
33	STIFEL FINANCIAL CORP	$20.7M	277,510	−11,558	trim
34	AMERICAN CENTURY COMPANIES INC	$19.7M	265,170	+43,652	add
35	LMR Partners LLP	$19.7M	264,382	+10,078	add
36	BlackRock, Inc.	$18.7M	250,642	−61,321	trim
37	Monaco Asset Management SAM	$18.5M	248,674	+74,174	add
38	GRANDFIELD & DODD, LLC	$16.8M	226,232	−21,329	trim
39	Optiver Holding B.V.	$16.4M	219,982	+143,021	add
40	Point72 Asset Management, L.P.	$15.9M	213,403	+213,403	new
41	Tower Research Capital LLC (TRC)	$15.8M	212,772	+42,719	add
42	OPPENHEIMER ASSET MANAGEMENT INC.	$14.8M	199,420	+46,188	add
43	LAZARD ASSET MANAGEMENT LLC	$13.6M	182,390	+6,165	add
44	LPL Financial LLC	$13.4M	179,977	−267,605	trim
45	Townsend & Associates, Inc	$13.0M	162,436	+9,121	add
46	CORDA Investment Management, LLC.	$12.6M	169,084	+21,446	add
47	SEI INVESTMENTS CO	$12.3M	165,441	+18,107	add
48	First Eagle Investment Management, LLC	$11.9M	159,194	+34,822	add
49	CIBC WORLD MARKET INC.	$11.8M	158,006	−10,662	trim
50	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$11.7M	157,292	+51,136	add
51	SKBA CAPITAL MANAGEMENT LLC	$11.6M	155,520	+2,850	add
52	SCOTIA CAPITAL INC.	$11.4M	152,608	+423	add
53	1832 Asset Management L.P.	$10.8M	145,146	−71,764	trim
54	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$10.7M	143,239	+143,239	new
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.2M	136,450	−49,374	trim
56	Grantham, Mayo, Van Otterloo & Co. LLC	$10.1M	135,081	+23,161	add
57	ASSETMARK, INC	$9.2M	124,193	−134,858	trim
58	Pathstone Holdings, LLC	$8.3M	111,651	+20,361	add
59	TRUIST FINANCIAL CORP	$8.1M	109,459	−37,012	trim
60	Live Oak Private Wealth LLC	$7.1M	95,352	+30,591	add
61	MILLENNIUM MANAGEMENT LLC	$7.0M	94,112	+35,017	add
62	Great Hill Capital LLC	$6.9M	92,092	+22,632	add
63	Philip James Wealth Mangement, LLC	$6.2M	83,405	+21,913	add
64	Moran Wealth Management, LLC	$6.2M	83,339	+31,394	add
65	Corient Private Wealth LLC	$5.6M	75,719	−70,735	trim
66	Addenda Capital Inc.	$5.4M	73,000	0	no change
67	Eldred Rock Partners, LLC	$5.4M	72,709	−687	trim
68	Tidal Investments LLC	$5.3M	71,639	+71,639	new
69	Aquatic Capital Management LLC	$4.8M	64,860	−29,570	trim
70	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$4.7M	63,767	+48,487	add
71	COMMONWEALTH EQUITY SERVICES, LLC	$4.6M	61,623	−24,687	trim
72	XTX Topco Ltd	$4.4M	58,593	−10,347	trim
73	BALYASNY ASSET MANAGEMENT L.P.	$4.3M	57,944	+57,944	new
74	DRW Securities, LLC	$4.3M	57,108	−55,971	trim
75	BECKER CAPITAL MANAGEMENT INC	$4.2M	56,902	−2,526	trim
76	Schonfeld Strategic Advisors LLC	$4.1M	54,951	−18,261	trim
77	IMC-Chicago, LLC	$4.1M	54,848	+54,848	new
78	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.1M	89,498	+450	add
79	Mariner, LLC	$4.0M	54,213	+13,331	add
80	Vestmark Advisory Solutions, Inc.	$3.8M	51,609	+10,334	add
81	HighTower Advisors, LLC	$3.7M	49,282	+5,955	add
82	Baird Financial Group, Inc.	$3.6M	48,696	+48,696	new
83	Cetera Investment Advisers	$3.5M	46,416	−65,339	trim
84	Sanctuary Advisors, LLC	$3.4M	46,266	+1,909	add
85	Creative Planning	$3.4M	45,252	−8,912	trim
86	THORNBURG INVESTMENT MANAGEMENT INC	$3.3M	44,442	+6,670	add
87	Transmarket Holdings LP	$3.2M	43,057	—	no prior
88	&PARTNERS	$3.2M	43,333	−1,197	trim
89	Engineers Gate Manager LP	$3.1M	41,660	+25,410	add
90	US BANCORP \DE\	$3.1M	41,648	−5,853	trim
91	OSAIC HOLDINGS, INC.	$3.1M	41,001	−15,748	trim
92	Value Partners Investments Inc.	$3.0M	40,214	0	no change
93	Waverly Advisors, LLC	$2.9M	38,785	−8,579	trim
94	Quantinno Capital Management LP	$2.9M	38,630	−9,085	trim
95	Lafayette Investments, Inc.	$2.7M	36,681	+154	add
96	Focus Partners Wealth	$2.7M	36,515	+5,078	add
97	Cerity Partners LLC	$2.6M	35,337	+590	add
98	DRH Investments, Inc.	$2.6M	34,599	+24,257	add
99	Kerrisdale Advisers, LLC	$2.5M	34,233	+3,100	add
100	DAVENPORT & Co LLC	$2.5M	33,358	−26,463	trim
101	NorthCrest Asset Manangement, LLC	$2.5M	33,870	−14,284	trim
102	Infusive Asset Management Inc.	$2.5M	33,055	+795	add
103	SALT Holding Corp.	$2.4M	31,855	0	no change
104	D.A. DAVIDSON & CO.	$2.4M	31,582	+2,561	add
105	Phoenix Financial Ltd.	$2.3M	32,180	+7,380	add
106	MML INVESTORS SERVICES, LLC	$2.3M	30,570	−150,594	trim
107	NewEdge Wealth, LLC	$2.2M	29,744	+9,350	add
108	TCTC Holdings, LLC	$2.2M	29,156	−4,599	trim
109	Royal Fund Management, LLC	$2.2M	29,048	−1,119	trim
110	Marble Harbor Investment Counsel, LLC	$2.2M	28,954	−3,464	trim
111	DMKC Advisory Services, LLC	$2.1M	28,016	+3,395	add
112	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.1M	27,893	−26,434	trim
113	Hillman Capital Management, Inc.	$2.0M	27,507	+1,802	add
114	R.H. Investment Group, LLC	$2.0M	26,246	+1,820	add
115	Evelyn Partners Asset Management Ltd	$2.0M	26,725	+759	add
116	PRINCIPAL SECURITIES, INC.	$2.0M	26,298	−25,507	trim
117	BENJAMIN EDWARDS INC	$1.9M	26,065	+139	add
118	PEAK6 LLC	$1.9M	25,172	+25,172	new
119	BEACON INVESTMENT ADVISORS LLC	$1.9M	25,108	−1,929	trim
120	Pinnacle Financial Partners, Inc.	$1.9M	24,968	+496	add
121	STEPHENS INC /AR/	$1.8M	24,582	+2,172	add
122	NewEdge Advisors, LLC	$1.8M	24,186	+24,186	new
123	Pekin Hardy Strauss, Inc.	$1.8M	24,182	−1,294	trim
124	Burkett Asset Management Ltd	$1.8M	24,030	+3,115	add
125	TD Waterhouse Canada Inc.	$1.8M	23,804	+801	add
126	Atria Investments, Inc	$1.7M	22,568	−17,217	trim
127	OneDigital Investment Advisors LLC	$1.7M	22,232	−1,097	trim
128	MAI Capital Management	$1.6M	21,293	+2,527	add
129	Callan Family Office, LLC	$1.5M	20,698	+3,047	add
130	GUGGENHEIM CAPITAL LLC	$1.5M	20,582	+1,192	add
131	CMH Wealth Management LLC	$1.5M	20,563	+20,563	new
132	Kestra Advisory Services, LLC	$1.5M	20,336	−5,162	trim
133	Clear Harbor Asset Management, LLC	$1.5M	20,201	+20,201	new
134	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.5M	20,000	0	no change
135	LEVIN CAPITAL STRATEGIES, L.P.	$1.5M	19,688	−27,990	trim
136	HB Wealth Management, LLC	$1.5M	19,518	−860	trim
137	Rockefeller Capital Management L.P.	$1.4M	18,854	+6,649	add
138	World Investment Advisors	$1.4M	18,792	−29,851	trim
139	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.4M	18,172	−1,366,299	trim
140	FOX RUN MANAGEMENT, L.L.C.	$1.3M	18,363	+18,363	new
141	NATIONAL BANK OF CANADA /FI/	$1.3M	17,585	−261,813	trim
142	Pavion Blue Capital, LLC	$1.3M	17,553	−232	trim
143	Concurrent Investment Advisors, LLC	$1.3M	17,287	−7,050	trim
144	Nuveen, LLC	$1.2M	16,733	+3,374	add
145	MONTAG A & ASSOCIATES INC	$1.2M	16,726	−198	trim
146	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$1.2M	16,655	+16,655	new
147	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.2M	16,352	+1,304	add
148	Kovack Advisors, Inc.	$1.2M	16,422	+6,733	add
149	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.2M	15,743	−1,625	trim
150	EFG International AG	$1.2M	15,711	+15,711	new
151	BCGM Wealth Management, LLC	$1.2M	15,504	+1,315	add
152	GeoWealth Management, LLC	$1.1M	15,410	−636	trim
153	GC Wealth Management RIA, LLC	$1.1M	15,293	+5,288	add
154	Acumen Wealth Advisors, LLC	$1.1M	15,269	−5,811	trim
155	Greenline Partners, LLC	$1.1M	15,246	+15,246	new
156	Capricorn Fund Managers Ltd	$1.1M	15,000	+15,000	new
157	HM PAYSON & CO	$1.1M	14,801	−12,400	trim
158	Inlet Private Wealth, LLC	$1.1M	14,306	−595	trim
159	BLAIR WILLIAM & CO/IL	$1.0M	14,000	−2,231	trim
160	Third View Private Wealth, LLC	$1.0M	13,564	+691	add
161	Mutual Advisors, LLC	$1.0M	13,448	+2,591	add
162	Dakota Wealth Management	$993K	13,333	−1,140	trim
163	Orion Porfolio Solutions, LLC	$978K	13,136	−33,572	trim
164	Vanguard Personalized Indexing Management, LLC	$969K	13,019	−4,256	trim
165	Invesco Ltd.	$965K	12,956	−295,908	trim
166	Beacon Pointe Advisors, LLC	$945K	12,697	+5,052	add
167	NAPLES GLOBAL ADVISORS, LLC	$945K	12,689	−2,758	trim
168	QRG CAPITAL MANAGEMENT, INC.	$933K	12,532	+3,125	add
169	Tanager Wealth Management LLP	$927K	12,445	+36	add
170	CENTRAL TRUST Co	$915K	12,285	−1,154	trim
171	HSBC HOLDINGS PLC	$914K	12,377	−10,639	trim
172	Farringdon Capital, Ltd.	$914K	12,273	−6,585	trim
173	BROWN ADVISORY INC	$896K	12,038	−6,523	trim
174	CHIRON CAPITAL MANAGEMENT, LLC	$879K	11,806	—	no prior
175	AustralianSuper Pty Ltd	$845K	11,356	+11,356	new
176	Merit Financial Group, LLC	$837K	11,237	+1,019	add
177	Westhampton Capital, LLC	$835K	11,214	+80	add
178	DODGE & COX	$825K	11,077	0	no change
179	SEARLE & CO.	$815K	10,950	0	no change
180	Moors & Cabot, Inc.	$808K	10,848	−611	trim
181	Knollwood Investment Advisory, LLC	$789K	10,597	0	no change
182	LAZARI CAPITAL MANAGEMENT, INC.	$783K	10,517	+6,400	add
183	Crossmark Global Holdings, Inc.	$783K	10,517	—	no prior
184	Patriot Financial Group Insurance Agency, LLC	$782K	10,502	+4,511	add
185	Vise Technologies, Inc.	$764K	8,854	0	no change
186	Rodgers Brothers Inc.	$763K	10,242	+38	add
187	FIDUCIARY TRUST CO	$760K	10,213	+10,213	new
188	Tevis Investment Management	$759K	10,199	+1,905	add
189	Squarepoint Ops LLC	$758K	10,181	−45,223	trim
190	M&T BANK CORP	$757K	10,170	−17,296	trim
191	Bradyco, Inc.	$751K	10,090	0	no change
192	Pine Valley Investments Ltd Liability Co	$748K	10,047	−2	trim
193	NOVEM GROUP	$745K	10,008	+10,008	new
194	Walleye Capital LLC	$741K	9,956	−6,497	trim
195	Lantz Financial LLC	$740K	9,936	−1,896	trim
196	PINNACLE ASSOCIATES LTD	$736K	9,892	+75	add
197	U.S. Capital Wealth Advisors, LLC	$735K	9,870	−4,287	trim
198	Lincoln Capital LLC	$734K	9,863	−605	trim
199	Joel Isaacson & Co., LLC	$730K	9,808	0	no change
200	ELEVATION POINT WEALTH PARTNERS, LLC	$720K	9,678	+6,886	add
201	Bridgefront Capital, LLC	$718K	9,647	+9,647	new
202	SHRIER WEALTH MANAGEMENT, LLC	$711K	9,544	+24	add
203	D. E. Shaw & Co., Inc.	$683K	9,175	−132,323	trim
204	Mystic Asset Management, Inc.	$677K	9,100	−3,210	trim
205	Legacy Capital Wealth Partners, LLC	$668K	8,974	+3,575	add
206	QUADRANT CAPITAL GROUP LLC	$652K	8,761	−4,659	trim
207	Beverly Hills Private Wealth, LLC	$632K	8,484	+972	add
208	TWO SIGMA SECURITIES, LLC	$629K	8,450	+8,450	new
209	FOUNDERS FINANCIAL SECURITIES LLC	$617K	7,852	−361	trim
210	COMMERCE BANK	$608K	8,164	+1,224	add
211	MITCHELL & PAHL PRIVATE WEALTH, LLC	$604K	8,111	+1,223	add
212	Voya Financial Advisors, Inc.	$603K	8,145	−6,076	trim
213	Berkeley Capital Partners, LLC	$594K	7,982	+7,982	new
214	EVERGREEN CAPITAL MANAGEMENT LLC	$588K	7,900	−1,933	trim
215	STATE STREET CORP	$588K	7,893	−287	trim
216	Private Advisor Group, LLC	$587K	7,886	−1,445	trim
217	HF Advisory Group, LLC	$585K	7,859	−2,017	trim
218	Twin Tree Management, LP	$583K	7,827	+7,827	new
219	MGO ONE SEVEN LLC	$574K	7,706	−14,212	trim
220	COURIER CAPITAL LLC	$568K	7,624	−300	trim
221	Wealthspire Advisors, LLC	$558K	7,499	−1,237	trim
222	Bulltick Wealth Management, LLC	$552K	7,409	+7,409	new
223	Premier Path Wealth Partners, LLC	$542K	7,283	−1,603	trim
224	Jacobi Capital Management LLC	$540K	7,247	+666	add
225	Naviter Wealth, LLC	$538K	7,230	+982	add
226	Modera Wealth Management, LLC	$537K	7,219	−107	trim
227	Gibbs Wealth Management	$537K	7,216	+7,216	new
228	Grove Bank & Trust	$531K	7,134	+2,562	add
229	Manske Wealth Management	$529K	7,102	+3,539	add
230	Northwest & Ethical Investments L.P.	$527K	7,075	0	no change
231	Vontobel Holding Ltd.	$521K	7,000	0	no change
232	Graham Capital Management, L.P.	$515K	6,924	+6,924	new
233	Auxano Advisors, LLC	$515K	6,924	+2,381	add
234	MERCER GLOBAL ADVISORS INC /ADV	$513K	6,893	−2,116	trim
235	Three Bridge Wealth Advisors, LLC	$511K	6,868	+537	add
236	Portside Wealth Group, LLC	$495K	6,654	+1,327	add
237	GROUP ONE TRADING LLC	$494K	6,634	+5,067	add
238	Equitable Holdings, Inc.	$492K	5,864	+5,864	new
239	Addison Capital Co	$486K	6,526	+651	add
240	CHICAGO TRUST Co NA	$481K	6,460	+964	add
241	Investors Research Corp	$477K	6,408	+1,406	add
242	HAMEL ASSOCIATES, INC.	$477K	6,405	−15,275	trim
243	SummitTX Capital, L.P.	$473K	6,353	+3,356	add
244	Brown Miller Wealth Management, LLC	$471K	6,332	+3,484	add
245	Headlands Technologies LLC	$464K	6,226	+6,226	new
246	Maia Wealth LLC	$463K	6,214	−2,313	trim
247	Parrish Capital LLC	$462K	6,207	—	no prior
248	Sound View Wealth Advisors Group, LLC	$461K	6,197	−1,115	trim
249	PROFUND ADVISORS LLC	$451K	6,063	−944	trim
250	Sandy Cove Advisors, LLC	$448K	6,015	+15	add
251	KAVAR CAPITAL PARTNERS GROUP, LLC	$447K	6,010	−14,945	trim
252	ADVISORTRUST PARTNERS, LLC	$443K	5,954	+1,184	add
253	Foresight Global Investors, Inc.	$443K	5,952	+5,952	new
254	Wynn Capital, LLC	$441K	5,930	+936	add
255	Steward Partners Investment Advisory, LLC	$441K	5,930	−28,672	trim
256	OPPENHEIMER & CO INC	$436K	5,851	−1,814	trim
257	TT Capital Management LLC	$434K	5,833	+835	add
258	Retirement Planning Co of New England, Inc.	$433K	5,821	+422	add
259	Dynamic Technology Lab Private Ltd	$430K	5,770	+5,770	new
260	CIBC Asset Management Inc	$425K	5,712	−13,498	trim
261	ABSHER WEALTH MANAGEMENT, LLC	$424K	5,696	−377	trim
262	Prospera Financial Services Inc	$418K	5,612	+5,612	new
263	AQR CAPITAL MANAGEMENT LLC	$411K	5,526	+359	add
264	DecisionMap Wealth Management, LLC	$410K	5,507	+25	add
265	PERSONAL CFO SOLUTIONS, LLC	$407K	5,460	+507	add
266	Envestnet Portfolio Solutions, Inc.	$399K	5,361	−14,334	trim
267	DAYMARK WEALTH PARTNERS, LLC	$398K	5,342	−1,238	trim
268	Rossmore Private Capital	$387K	5,204	−50	trim
269	Snowden Capital Advisors LLC	$378K	5,084	−1,282	trim
270	COWA, LLC	$378K	5,075	+2,650	add
271	Generali Investments CEE, investicni spolecnost, a.s.	$361K	4,850	0	no change
272	Rehmann Capital Advisory Group	$360K	4,800	+830	add
273	Dana Investment Advisors, Inc.	$357K	4,794	+4,794	new
274	MQS Management LLC	$355K	4,770	−180	trim
275	CHOREO, LLC	$354K	4,754	−1,341	trim
276	Aaron Wealth Advisors LLC	$353K	4,747	+608	add
277	UMB Bank, n.a.	$353K	4,742	−343	trim
278	Sequoia Financial Advisors, LLC	$347K	4,658	+588	add
279	Foster Victor Wealth Advisors, LLC	$344K	4,269	+1,441	add
280	Ervin Investment Management, LLC	$341K	4,576	0	no change
281	Generation Capital Management LLC	$339K	4,555	0	no change
282	Asset Management One Co., Ltd.	$337K	4,528	−101	trim
283	SIGNATUREFD, LLC	$335K	4,493	−2,875	trim
284	Advisors Asset Management, Inc.	$331K	4,447	−475	trim
285	Vident Advisory, LLC	$330K	4,429	+1,320	add
286	WOODMONT INVESTMENT COUNSEL LLC	$329K	4,419	−1,923	trim
287	HANCOCK WHITNEY CORP	$329K	4,074	−163	trim
288	IEQ CAPITAL, LLC	$319K	4,290	−1,149	trim
289	Allspring Global Investments Holdings, LLC	$319K	4,354	−1,956	trim
290	Cohen Investment Advisors LLC	$318K	4,276	+169	add
291	Aberdeen Wealth Management LLC	$314K	4,220	0	no change
292	ROBERTS GLORE & CO INC /IL/	$313K	4,202	+344	add
293	Titan Wealth (CI) Ltd	$313K	4,200	0	no change
294	Ballentine Partners, LLC	$310K	4,162	+312	add
295	R Squared Ltd	$306K	4,115	−1,653	trim
296	Bangor Savings Bank	$304K	4,084	−1,117	trim
297	Smartleaf Asset Management LLC	$301K	4,098	+833	add
298	FIRST NATIONAL BANK OF OMAHA	$299K	4,076	−1,544	trim
299	Step Capital Management Pte. Ltd.	$298K	4,000	−4,000	trim
300	Frank, Rimerman Advisors LLC	$296K	3,970	+3,970	new
301	Caprock Group, LLC	$290K	3,900	−1,206	trim
302	Alhambra Investment Management LLC	$290K	3,899	+444	add
303	Summit Financial, LLC	$289K	3,881	+760	add
304	NEW WAVE WEALTH ADVISORS LLC	$287K	3,860	+896	add
305	Apollon Wealth Management, LLC	$283K	3,795	+286	add
306	Laird Norton Wetherby Trust Company, LLC	$279K	3,741	−2,257	trim
307	Columbia Asset Management	$277K	3,723	0	no change
308	Pinnacle Wealth Planning Services, Inc.	$276K	3,704	+618	add
309	Affiance Financial, LLC	$276K	3,702	0	no change
310	Sage Investment Counsel LLC	$275K	3,700	0	no change
311	Mill Capital Management, LLC	$275K	3,698	−100	trim
312	Roundview Capital LLC	$274K	3,675	+3,675	new
313	KESTRA PRIVATE WEALTH SERVICES, LLC	$272K	3,659	+3,659	new
314	Independent Advisor Alliance	$270K	3,621	−25	trim
315	NLB Skladi, upravljanje premozenja, d.o.o.	$269K	3,612	0	no change
316	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$268K	3,602	−179	trim
317	Advisor OS, LLC	$267K	3,587	−16	trim
318	Avidian Wealth Enterprises, LLC	$266K	3,575	+3,575	new
319	Trek Financial, LLC	$264K	3,545	+1,096	add
320	Ridgewood Investments LLC	$258K	3,472	—	no prior
321	NORDEN GROUP LLC	$258K	3,464	+1,043	add
322	INSIGNEO ADVISORY SERVICES, LLC	$257K	3,451	+278	add
323	1900 WEALTH MANAGEMENT LLC	$254K	3,409	−19	trim
324	REGIONS FINANCIAL CORP	$254K	3,407	−296	trim
325	AIGEN INVESTMENT MANAGEMENT, LP	$253K	3,404	−14,533	trim
326	Stokes Family Office, LLC	$251K	3,376	0	no change
327	Aviso Financial Inc.	$246K	3,305	+658	add
328	Allworth Financial LP	$246K	3,303	+312	add
329	Leonteq Securities AG	$246K	3,300	+2,280	add
330	First Nebraska Trust Co	$245K	3,297	—	no prior
331	HARRIS ASSOCIATES L P	$245K	3,295	−200	trim
332	TD ASSET MANAGEMENT INC	$245K	3,288	−4,475	trim
333	Occidental Asset Management, LLC	$242K	3,250	−294	trim
334	ARQ WEALTH ADVISORS, LLC	$240K	3,225	−430	trim
335	FIFTH THIRD BANCORP	$239K	3,214	−1,553	trim
336	CRAWFORD INVESTMENT COUNSEL INC	$238K	3,200	−182,091	trim
337	Cypress Capital Group	$238K	3,200	−200	trim
338	Magnetar Financial LLC	$238K	3,196	+3,196	new
339	Ashton Thomas Private Wealth, LLC	$237K	3,186	−511	trim
340	Scientech Research LLC	$235K	3,153	+3,153	new
341	Gallacher Capital Management LLC	$233K	3,134	+460	add
342	LEVEL FOUR ADVISORY SERVICES, LLC	$230K	3,086	+3,086	new
343	ExodusPoint Capital Management, LP	$227K	3,047	+3,047	new
344	First Affirmative Financial Network	$226K	3,042	—	no prior
345	Keudell/Morrison Wealth Management	$224K	3,010	−168	trim
346	WINTON GROUP Ltd	$223K	3,000	+3,000	new
347	COERENTE CAPITAL MANAGEMENT	$223K	3,000	0	no change
348	Lido Advisors, LLC	$223K	2,992	+721	add
349	Blue Trust, Inc.	$223K	2,992	+338	add
350	Cresset Asset Management, LLC	$222K	2,987	+2,987	new
351	Compound Planning, Inc.	$222K	2,981	−176	trim
352	BAKER TILLY WEALTH MANAGEMENT, LLC	$221K	2,965	+159	add
353	OLD NATIONAL BANCORP /IN/	$220K	2,949	−127	trim
354	Bridgewater Advisors Inc.	$219K	2,711	+236	add
355	MISSION WEALTH MANAGEMENT, LP	$216K	2,904	−88	trim
356	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$216K	2,903	+1,833	add
357	Radnor Capital Management, LLC	$216K	2,902	−250	trim
358	Murphy Pohlad Asset Management LLC	$214K	2,877	−75	trim
359	Transamerica Financial Advisors, LLC	$213K	2,855	+1,695	add
360	Abel Hall, LLC	$208K	2,791	+2,791	new
361	FIRST NATIONAL TRUST CO	$207K	2,783	−108	trim
362	Perigon Wealth Management, LLC	$207K	2,774	−95	trim
363	Code Waechter LLC	$206K	2,772	+303	add
364	Wilmington Savings Fund Society, FSB	$206K	2,767	−239	trim
365	Keebeck Wealth Management	$205K	2,752	+2,752	new
366	J.W. COLE ADVISORS, INC.	$202K	2,710	−1,116	trim
367	Venture Visionary Partners LLC	$201K	2,701	−180	trim
368	MARINO, STRAM & ASSOCIATES LLC	$201K	2,699	−120	trim
369	CenterStar Asset Management, LLC	$201K	2,697	+2,697	new
370	Winning Points Advisors, LLC	$200K	3,650	+3,650	new
371	CWM, LLC	$200K	2,687	−429	trim
372	BFSG, LLC	$199K	2,668	+228	add
373	Arax Advisory Partners	$178K	2,220	−2,379	trim
374	VISION FINANCIAL MARKETS LLC	$169K	2,271	−550	trim
375	Caitong International Asset Management Co., Ltd	$164K	2,198	+2,194	add
376	Geneos Wealth Management Inc.	$162K	2,175	−6,638	trim
377	SITTNER & NELSON, LLC	$140K	1,874	0	no change
378	Cromwell Holdings LLC	$119K	1,604	+1,039	add
379	Parkside Financial Bank & Trust	$106K	1,424	+760	add
380	Atlantic Union Bankshares Corp	$100K	1,346	−52	trim
381	Crewe Advisors LLC	$94.6K	1,270	0	no change
382	Clearstead Advisors, LLC	$86.2K	1,158	−1,446	trim
383	Central Pacific Bank - Trust Division	$81.9K	1,100	0	no change
384	Banque Transatlantique SA	$77.3K	2,522	+2,522	new
385	Meramec Financial Planners, LLC	$76.6K	932	0	no change
386	Kimelman & Baird, LLC	$74.5K	1,000	0	no change
387	SUMMIT SECURITIES GROUP LLC	$74.5K	1,000	−400	trim
388	BEACON INVESTMENT ADVISORY SERVICES, INC.	$73.0K	981	+981	new
389	Wealth Enhancement Trust Services, Inc.	$68.2K	916	+528	add
390	Tacita Capital Inc	$67.0K	900	0	no change
391	Legacy Bridge, LLC	$66.6K	895	0	no change
392	MCF Advisors LLC	$64.5K	866	—	no prior
393	Caldwell Trust Co	$60.2K	808	0	no change
394	Ritter Daniher Financial Advisory LLC / DE	$58.0K	779	−1,606	trim
395	Axiom Investment Management LLC	$54.3K	729	—	no prior
396	WEBSTER BANK, N. A.	$51.4K	690	−100	trim
397	GHP Investment Advisors, Inc.	$48.9K	657	0	no change
398	Bayforest Capital Ltd	$43.4K	583	−294	trim
399	TD Capital Management LLC	$43.2K	581	+468	add
400	Rialto Wealth Management, LLC	$40.9K	550	−15	trim
401	Q Fund Management (Hong Kong) Ltd	$37.2K	500	0	no change
402	Rakuten Securities, Inc.	$36.7K	493	−68	trim
403	Cassaday & Co Wealth Management LLC	$34.3K	460	+460	new
404	JFS WEALTH ADVISORS, LLC	$32.7K	439	+39	add
405	SouthState Bank Corp	$30.2K	405	−369	trim
406	Larson Financial Group LLC	$29.6K	397	+14	add
407	Medallion Wealth Advisors, LLC	$29.5K	396	—	no prior
408	Bell Investment Advisors, Inc	$28.2K	379	+62	add
409	Financial Network Wealth Advisors LLC	$28.1K	378	—	no prior
410	SALEM INVESTMENT COUNSELORS INC	$28.0K	376	+376	new
411	Hickory Point Bank & Trust	$26.8K	360	+360	new
412	New England Capital Financial Advisors LLC	$23.0K	308	0	no change
413	Kentucky Trust Co	$22.3K	300	0	no change
414	HRT FINANCIAL LP	$22.1K	296,895	+88,282	add
415	Truvestments Capital LLC	$21.5K	289	0	no change
416	MidFirst Bank	$19.7K	265	−1,103	trim
417	BARRETT & COMPANY, INC.	$19.4K	260	0	no change
418	COUNTRY TRUST BANK	$18.6K	250	−129	trim
419	Beacon Financial Strategies CORP	$17.5K	235	0	no change
420	Hilltop National Bank	$16.2K	218	−61	trim
421	Financial Perspectives, Inc	$16.0K	215	0	no change
422	Glass Jacobson Investment Advisors llc	$14.9K	200	0	no change
423	Addison Advisors LLC	$14.3K	192	+106	add
424	HHM Wealth Advisors, LLC	$13.4K	180	0	no change
425	Elequin Capital, LP	$13.1K	176	+176	new
426	Signature Equity Partners, LLC	$13.1K	176	+176	new
427	Tradewinds Capital Management, LLC	$13.0K	175	0	no change
428	Scarborough Advisors, LLC	$12.9K	173	−6	trim
429	WPG Advisers, LLC	$11.6K	156	−64	trim
430	BELLEVUE ASSET MANAGEMENT, LLC	$10.9K	146	0	no change
431	Annis Gardner Whiting Capital Advisors, LLC	$10.8K	145	+145	new
432	Spire Wealth Management	$10.6K	142	−180	trim
433	Cherry Tree Wealth Management, LLC	$9.9K	133	+100	add
434	Twin Lakes Capital Management, LLC	$9.7K	131	0	no change
435	Financial Freedom, LLC	$9.6K	129	+129	new
436	MATHER GROUP, LLC.	$8.7K	117	+117	new
437	Pacific Center for Financial Services	$8.4K	113	0	no change
438	Kilter Group LLC	$8.3K	111	+109	add
439	Clark Wealth Partners	$8.1K	108	0	no change
440	FEDERATED HERMES, INC.	$7.7K	104	−508,315	trim
441	Measured Wealth Private Client Group, LLC	$7.7K	103	−95	trim
442	PROTECTIVE LIFE CORP	$7.4K	100	+100	new
443	St. Johns Investment Management Company, LLC	$7.4K	100	0	no change
444	SJS Investment Consulting Inc.	$7.4K	100	−60	trim
445	Magnolia Wealth Management, LLC	$7.4K	100	+100	new
446	PFS Partners, LLC	$7.4K	100	0	no change
447	Cetera Trust Company, N.A	$7.4K	100	0	no change
448	Caitlin John, LLC	$7.4K	100	0	no change
449	Sunrise Financial Services, LLC	$7.1K	95	0	no change
450	Community Financial Services Group, LLC	$6.5K	87	+87	new
451	Stone House Investment Management, LLC	$6.4K	86	0	no change
452	REAP Financial Group, LLC	$6.3K	85	+85	new
453	Frazier Financial Advisors, LLC	$6.3K	84	0	no change
454	Purpose Unlimited Inc.	$6.2K	83	−48	trim
455	ENTRUST FINANCIAL LLC	$5.5K	74	+74	new
456	EASTERN BANK	$4.9K	66	0	no change
457	Abound Wealth Management	$4.9K	66	+60	add
458	Westfuller Advisors, LLC	$4.9K	65	−11	trim
459	WOLFF WIESE MAGANA LLC	$4.8K	65	0	no change
460	Virtu Financial LLC	$4.4K	58,616	+58,616	new
461	Owl Creek Wealth Partners LLC	$4.2K	57	—	no prior
462	FINANCIAL CONSULATE, INC	$3.7K	50	−2	trim
463	Virginia Estate & Retirement Planning Advisors Inc.	$3.7K	50	—	no prior
464	Pflug Koory, LLC	$3.5K	47	0	no change
465	Manchester Capital Management LLC	$3.4K	46	−14	trim
466	Gold Investment Management Ltd.	$3.4K	46	0	no change
467	Prestige Wealth Management Group LLC	$3.4K	45	−19	trim
468	SWAN Capital LLC	$3.2K	43	0	no change
469	NATIXIS ADVISORS, LLC	$3.2K	42,426	+42,426	add
470	Pacifica Partners Inc.	$3.0K	40	0	no change
471	GODSEY & GIBB, INC	$2.9K	39	0	no change
472	First Pacific Financial	$2.4K	32	+32	new
473	Quaker Wealth Management, LLC	$2.4K	32	0	no change
474	Key FInancial Inc	$2.2K	30	−6	trim
475	Sachetta, LLC	$1.9K	25	0	no change
476	Breakwater Investment Management	$1.9K	25	+25	new
477	CALDWELL SUTTER CAPITAL, INC.	$1.6K	21	0	no change
478	Raleigh Capital Management Inc.	$1.5K	20	−8,748	trim
479	True Wealth Design, LLC	$1.5K	20	−13	trim
480	JNBA Financial Advisors	$1.4K	19	0	no change
481	Physician Wealth Advisors, Inc.	$1.4K	19	−1	trim
482	N.E.W. Advisory Services LLC	$1.3K	18	−18	trim
483	Global Trust Asset Management, LLC	$1.3K	18	0	no change
484	WealthCollab, LLC	$1.3K	17	+17	new
485	PINNEY & SCOFIELD, INC.	$1.2K	16	0	no change
486	IMG Wealth Management, Inc.	$1.1K	15	0	no change
487	Retirement Wealth Solutions LLC	$1.1K	15	+15	new
488	DecisionPoint Financial, LLC	$968	13	−16	trim
489	Kingdom Financial Group LLC.	$968	13	+13	new
490	INGALLS & SNYDER LLC	$613	8,228	0	no change
491	Fairman Group, LLC	$596	8	0	no change
492	CENTAURUS FINANCIAL, INC.	$547	7,354	−825	trim
493	PARK AVENUE SECURITIES LLC	$452	6,068	−2,023	trim
494	DHJJ Financial Advisors, Ltd.	$373	5	0	no change
495	SHP Wealth Management	$223	3	+3	new
496	Murphy & Mullick Capital Management Corp	$223	3	+3	new
497	American Capital Advisory, LLC	$149	2	−6	trim
498	Capital Analysts, LLC	$110	1,477	0	no change
499	First Pacific Advisors, LP	$74	1	+1	new
500	HAZLETT, BURT & WATSON, INC.	$41	545	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · DEO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 2 Kevin Hern R–OK-1, Tommy Tuberville R–AL $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Markel Group $102M held
Trimming: 2 Berkshire Hathaway, Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DIAGEO PLC

Merged timeline of congressional filings and notable-manager moves on DEO
Date	Who	Change	Size
2026-08-10	Kevin Hern Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Berkshire Hathaway 13F	exit	−227,750 sh
2026-05-15	Bridgewater Associates 13F	exit	−157,763 sh
2026-05-01	Markel Group 13F	add	+500 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

28 members of Congress disclosed DEO — the congressional view ↗