Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,103 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,923
shares
|
$526,957
0.85% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,913
shares
|
$525,887
0.33% of portfolio
|
Q3 2023
Added 39.38%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,850
shares
|
$519,144
0.06% of portfolio
|
Q4 2023
Reduced 27.87%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
4,850
shares
|
$519,144
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,785
shares
|
$512,186
0.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,750
shares
|
$508,440
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$507,155
0.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4,720
shares
|
$505,228
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
4,655
shares
|
$498,271
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
4,636
shares
|
$496,237
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
4,628
shares
|
$495,381
0.03% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
4,610
shares
|
$493,454
0.23% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,589
shares
|
$491,206
0.07% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,577
shares
|
$489,922
0.03% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
4,540
shares
|
$485,961
0.36% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,485
shares
|
$480,074
0.06% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
4,484
shares
|
$479,967
0.0% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,400
shares
|
$470,976
0.21% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,361
shares
|
$466,801
0.22% of portfolio
|
Q4 2024
Reduced 21.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,360
shares
|
$466,694
0.05% of portfolio
|
Q3 2023
Reduced 6.14%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
4,351
shares
|
$465,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
4,340
shares
|
$464,553
0.04% of portfolio
|
Q4 2024
Reduced 33.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,330
shares
|
$463,483
0.02% of portfolio
|
Q4 2024
Reduced 45.51%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,324
shares
|
$462,840
0.02% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
4,307
shares
|
$461,021
0.3% of portfolio
|
Q4 2024
New holding
|