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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
3,509
shares
|
$436,695
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,508
shares
|
$436,570
0.0% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
3,498
shares
|
$435,326
0.06% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
3,496
shares
|
$435,077
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,492
shares
|
$434,579
0.25% of portfolio
|
Q3 2024
Added 79.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,467
shares
|
$431,468
0.04% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,457
shares
|
$430,223
0.71% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,448
shares
|
$429,103
0.09% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,432
shares
|
$427,112
0.01% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
3,415
shares
|
$424,996
0.08% of portfolio
|
Q1 2024
Added 126.16%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,411
shares
|
$424,498
0.07% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
3,383
shares
|
$421,014
0.11% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,381
shares
|
$420,765
0.02% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,370
shares
|
$419,396
0.27% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
3,337
shares
|
$415,289
0.03% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,315
shares
|
$412,551
0.05% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,274
shares
|
$407,449
0.05% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
3,247
shares
|
$404,089
0.18% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,244
shares
|
$403,715
0.04% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,235
shares
|
$402,595
0.05% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,234
shares
|
$402,471
0.03% of portfolio
|
Q3 2024
Added 87.7%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,219
shares
|
$400,604
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,208
shares
|
$399,235
0.0% of portfolio
|
Q4 2024
Reduced 66.41%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
3,191
shares
|
$397,119
0.11% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,171
shares
|
$394,630
0.33% of portfolio
|
Q3 2024
Reduced 14.34%
|