Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,088 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 $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,823
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2023
Reduced 44.56%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
12,742
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,522
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,311
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
12,293
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
12,256
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2024
Added 22.39%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,255
shares
|
$1.34 Million
0.54% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
12,167
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
12,116
shares
|
$1.33 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
12,113
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
11,929
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,922
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.75%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
11,779
shares
|
$1.29 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,687
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
11,663
shares
|
$1.28 Million
0.25% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
11,604
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
11,602
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
11,597
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
11,512
shares
|
$1.26 Million
0.06% of portfolio
|
Q4 2024
Added 53.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,485
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2023
Reduced 40.37%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
11,468
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,452
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,238
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
11,199
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
11,194
shares
|
$1.23 Million
0.41% of portfolio
|
Q4 2024
New holding
|