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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
141
shares
|
$14,775
0.01% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
137
shares
|
$14,356
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
132
shares
|
$13,832
0.01% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
131
shares
|
$13,727
0.0% of portfolio
|
Q1 2025
Added 336.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
131
shares
|
$13,727
0.0% of portfolio
|
Q1 2023
Added 84.51%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
130
shares
|
$13,622
0.01% of portfolio
|
Q4 2024
Added 333.33%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
130
shares
|
$13,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
125
shares
|
$13,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
125
shares
|
$13,098
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
124
shares
|
$12,993
0.01% of portfolio
|
Q4 2024
Reduced 98.42%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
120
shares
|
$12,574
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
120
shares
|
$12,574
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
119
shares
|
$12,470
0.01% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
117
shares
|
$12,260
0.0% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
114
shares
|
$11,946
0.0% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
113
shares
|
$11,841
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
113
shares
|
$11,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
112
shares
|
$11,736
0.01% of portfolio
|
Q2 2023
Reduced 6.67%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
111
shares
|
$11,631
0.0% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
111
shares
|
$11,631
0.0% of portfolio
|
Q4 2024
Added 81.97%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
110
shares
|
$11,526
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
109
shares
|
$11,422
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$10,479
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$10,479
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$10,479
0.01% of portfolio
|
Q2 2018
Reduced 50.0%
|