Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,078 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
8,266
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
8,194
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,188
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,180
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,149
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,146
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,138
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,099
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.66%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
8,050
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.7%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
8,050
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,023
shares
|
$998,462
0.03% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$995,226
0.99% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,946
shares
|
$988,879
0.03% of portfolio
|
Q3 2024
Added 100.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,854
shares
|
$977,430
0.04% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,815
shares
|
$972,576
0.51% of portfolio
|
Q1 2023
Reduced 6.01%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,797
shares
|
$970,336
0.01% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
7,710
shares
|
$959,509
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7,688
shares
|
$956,771
0.39% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,666
shares
|
$954,033
0.02% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,664
shares
|
$953,784
0.01% of portfolio
|
Q3 2024
Added 38.26%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
7,631
shares
|
$949,677
0.06% of portfolio
|
Q4 2024
Reduced 90.65%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,602
shares
|
$946,068
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,602
shares
|
$946,068
0.46% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,499
shares
|
$933,250
0.05% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7,462
shares
|
$928,645
0.13% of portfolio
|
Q4 2024
Added 30.84%
|