Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,101 institutions that hold shares in the stock, with a total of 64.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
15,306
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 80.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,229
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
15,124
shares
|
$1.63 Million
0.12% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,891
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
14,761
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,610
shares
|
$1.57 Million
0.11% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
14,569
shares
|
$1.57 Million
0.16% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
14,553
shares
|
$1.56 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
14,403
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
14,294
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,222
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
14,152
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.11%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
14,072
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
14,047
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,940
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 64.43%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
13,869
shares
|
$1.49 Million
1.34% of portfolio
|
Q4 2024
Added 159.67%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
13,695
shares
|
$1.47 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,651
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2022
Reduced 9.03%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
13,511
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
13,429
shares
|
$1.44 Million
0.11% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
13,399
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
13,350
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
13,204
shares
|
$1.42 Million
0.38% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
13,148
shares
|
$1.41 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,112
shares
|
$1.41 Million
0.35% of portfolio
|
Q4 2024
Added 24.65%
|