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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
75
shares
|
$7,859
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
74
shares
|
$7,754
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
73
shares
|
$7,649
0.0% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
70
shares
|
$7,335
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
70
shares
|
$7,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68
shares
|
$7,125
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
66
shares
|
$6,916
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
65
shares
|
$6,811
0.0% of portfolio
|
Q3 2023
Reduced 69.77%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
65
shares
|
$6,811
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
64
shares
|
$6,706
0.0% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
63
shares
|
$6,601
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
61
shares
|
$6,392
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
61
shares
|
$6,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
60
shares
|
$6,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
58
shares
|
$6,077
0.01% of portfolio
|
Q4 2024
Reduced 70.41%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
53
shares
|
$5,553
0.0% of portfolio
|
Q3 2022
Added 17.78%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
50
shares
|
$5,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
50
shares
|
$5,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
49
shares
|
$5,134
0.0% of portfolio
|
Q4 2024
Reduced 80.32%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
48
shares
|
$5,029
0.0% of portfolio
|
Q1 2023
Reduced 51.02%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
48
shares
|
$5,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
47
shares
|
$4,925
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
44
shares
|
$4,610
0.0% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
43
shares
|
$4,505
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
42
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
New holding
|