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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,528
shares
|
$164,305
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,505
shares
|
$161,832
0.02% of portfolio
|
Q3 2022
Reduced 4.81%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,473
shares
|
$158,391
0.08% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,453
shares
|
$156,241
0.05% of portfolio
|
Q2 2022
Reduced 5.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,425
shares
|
$153,230
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,403
shares
|
$150,864
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
1,401
shares
|
$150,649
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
1,350
shares
|
$145,165
0.14% of portfolio
|
Q4 2022
Reduced 10.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,345
shares
|
$144,627
0.08% of portfolio
|
Q4 2023
Reduced 20.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,324
shares
|
$142,369
0.0% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,286
shares
|
$138,283
0.1% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,245
shares
|
$133,874
0.12% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,238
shares
|
$133,122
0.01% of portfolio
|
Q4 2024
Added 42.63%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,225
shares
|
$131,724
0.04% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,208
shares
|
$129,896
0.0% of portfolio
|
Q4 2024
Reduced 36.85%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,196
shares
|
$128,605
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,179
shares
|
$126,777
0.02% of portfolio
|
Q4 2022
Reduced 14.75%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,141
shares
|
$122,691
0.02% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,137
shares
|
$122,261
0.01% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,127
shares
|
$121,186
0.08% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,111
shares
|
$119,465
0.02% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,108
shares
|
$119,143
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,103
shares
|
$118,605
0.01% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,058
shares
|
$113,766
0.01% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,038
shares
|
$111,616
0.04% of portfolio
|
Q4 2024
Added 16.37%
|