Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 502 holders are listed, largest first: 502
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $3.2B
holders whose share count rose or who opened the position (new + add), by shares: 230
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 111

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

28 members of Congress disclosed DEO — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).