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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,739
shares
|
$832,174
0.01% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
7,710
shares
|
$829,056
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7,688
shares
|
$826,690
0.39% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,638
shares
|
$821,314
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
7,631
shares
|
$820,561
0.06% of portfolio
|
Q4 2024
Reduced 90.65%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7,462
shares
|
$802,388
0.13% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
7,460
shares
|
$802,173
0.43% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
7,449
shares
|
$800,990
0.12% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
7,431
shares
|
$799,055
0.03% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
7,420
shares
|
$797,872
0.03% of portfolio
|
Q4 2024
Added 65.63%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,316
shares
|
$786,689
0.02% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
7,275
shares
|
$782,280
0.01% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,218
shares
|
$776,151
0.13% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,174
shares
|
$771,420
0.02% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
7,119
shares
|
$765,506
0.74% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,076
shares
|
$760,882
0.59% of portfolio
|
Q4 2024
Added 86.16%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
7,050
shares
|
$758,086
0.1% of portfolio
|
Q4 2024
Added 112.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,944
shares
|
$746,688
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,937
shares
|
$745,935
0.01% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
6,936
shares
|
$745,828
0.1% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,890
shares
|
$740,881
0.02% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,858
shares
|
$737,440
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
6,844
shares
|
$735,935
0.08% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6,837
shares
|
$735,182
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
6,769
shares
|
$727,870
0.01% of portfolio
|
Q4 2024
Reduced 11.7%
|