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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,097
shares
|
$509,871
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,069
shares
|
$506,387
0.01% of portfolio
|
Q3 2024
Added 27.32%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,041
shares
|
$502,902
0.05% of portfolio
|
Q3 2024
Added 62.16%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
4,040
shares
|
$502,778
0.04% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
4,020
shares
|
$500,289
0.0% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,013
shares
|
$499,417
0.58% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,995
shares
|
$497,177
0.22% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
3,989
shares
|
$496,431
0.38% of portfolio
|
Q2 2024
Added 58.29%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
3,983
shares
|
$495,684
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,977
shares
|
$494,937
0.08% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,945
shares
|
$490,955
0.1% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,930
shares
|
$489,088
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
3,923
shares
|
$488,217
0.1% of portfolio
|
Q4 2023
Reduced 7.1%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,900
shares
|
$485,355
0.24% of portfolio
|
Q4 2023
Reduced 3.7%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$485,355
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,891
shares
|
$484,234
0.02% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,880
shares
|
$482,866
0.27% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3,868
shares
|
$481,372
0.01% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
3,843
shares
|
$478,261
0.15% of portfolio
|
Q3 2024
Added 32.52%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,825
shares
|
$476,021
0.05% of portfolio
|
Q2 2022
Added 29.27%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,823
shares
|
$475,772
0.01% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,816
shares
|
$474,901
0.15% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
3,815
shares
|
$474,776
0.2% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,809
shares
|
$474,030
0.29% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,794
shares
|
$472,163
0.03% of portfolio
|
Q3 2024
Reduced 11.11%
|