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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
234
shares
|
$24,520
0.03% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
214
shares
|
$22,425
0.01% of portfolio
|
Q2 2021
Reduced 99.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
207
shares
|
$21,691
0.0% of portfolio
|
Q1 2025
Reduced 71.45%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
205
shares
|
$21,481
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$20,958
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$20,958
0.0% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$20,958
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$20,958
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
200
shares
|
$20,958
0.01% of portfolio
|
Q1 2024
Reduced 83.33%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
200
shares
|
$20,958
0.02% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
200
shares
|
$20,958
0.01% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
197
shares
|
$20,643
0.0% of portfolio
|
Q1 2024
Reduced 83.83%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
194
shares
|
$20,329
0.02% of portfolio
|
Q1 2025
Reduced 51.62%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
187
shares
|
$19,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
180
shares
|
$18,862
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
175
shares
|
$18,338
0.01% of portfolio
|
Q2 2022
Reduced 86.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
175
shares
|
$18,338
0.0% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
174
shares
|
$18,233
0.03% of portfolio
|
Q4 2024
Reduced 56.72%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
169
shares
|
$17,709
0.01% of portfolio
|
Q4 2024
Reduced 78.05%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
160
shares
|
$16,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
150
shares
|
$15,718
0.0% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
150
shares
|
$15,718
0.0% of portfolio
|
Q1 2023
Reduced 31.82%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
150
shares
|
$15,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
149
shares
|
$15,613
0.01% of portfolio
|
Q4 2023
Added 50.51%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
141
shares
|
$14,775
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|