Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,093 institutions that hold shares in the stock, with a total of 63.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
367
shares
|
$38,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
365
shares
|
$38,248
0.03% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
364
shares
|
$38,143
0.0% of portfolio
|
Q2 2024
Reduced 11.44%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
350
shares
|
$36,676
0.0% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
347
shares
|
$36,362
0.03% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
325
shares
|
$34,056
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
320
shares
|
$33,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
314
shares
|
$32,904
0.01% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
308
shares
|
$32,275
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
302
shares
|
$31,646
0.03% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$31,437
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
285
shares
|
$29,865
0.01% of portfolio
|
Q4 2024
Reduced 21.49%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
284
shares
|
$29,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
273
shares
|
$28,607
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
268
shares
|
$28,083
0.01% of portfolio
|
Q3 2020
Reduced 24.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
262
shares
|
$27,454
0.06% of portfolio
|
Q4 2024
Reduced 50.47%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
255
shares
|
$26,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
254
shares
|
$26,616
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
250
shares
|
$26,197
0.0% of portfolio
|
Q4 2022
Reduced 37.03%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
250
shares
|
$26,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
249
shares
|
$26,092
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
248
shares
|
$25,987
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
241
shares
|
$25,254
0.0% of portfolio
|
Q4 2024
Added 107.76%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
241
shares
|
$25,254
0.0% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
237
shares
|
$24,835
0.02% of portfolio
|
Q1 2024
Reduced 4.44%
|