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 |
---|---|---|---|---|---|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,876
shares
|
$357,918
0.02% of portfolio
|
Q3 2024
Added 3.64%
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,862
shares
|
$356,175
0.01% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,846
shares
|
$354,184
0.04% of portfolio
|
Q3 2024
New holding
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
2,815
shares
|
$350,326
0.28% of portfolio
|
Q3 2024
Added 8.69%
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$348,460
0.12% of portfolio
|
Q3 2017
New holding
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,791
shares
|
$347,339
0.1% of portfolio
|
Q4 2024
Added 17.91%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,728
shares
|
$339,499
0.02% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,709
shares
|
$337,135
0.02% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
2,701
shares
|
$336,139
0.34% of portfolio
|
Q4 2024
New holding
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,700
shares
|
$336,015
0.01% of portfolio
|
Q4 2022
Reduced 3.57%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,700
shares
|
$336,015
0.12% of portfolio
|
Q2 2024
New holding
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
2,694
shares
|
$335,268
0.12% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,667
shares
|
$331,908
0.05% of portfolio
|
Q3 2023
Reduced 18.17%
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
2,665
shares
|
$331,659
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,633
shares
|
$327,676
0.02% of portfolio
|
Q3 2024
New holding
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,625
shares
|
$326,681
0.05% of portfolio
|
Q1 2024
New holding
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
2,617
shares
|
$325,685
0.05% of portfolio
|
Q3 2024
Reduced 61.04%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,616
shares
|
$325,561
0.04% of portfolio
|
Q3 2022
Reduced 0.15%
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,609
shares
|
$324,690
0.08% of portfolio
|
Q4 2024
Added 8.89%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,601
shares
|
$323,694
0.06% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,593
shares
|
$322,698
0.04% of portfolio
|
Q3 2024
Added 1.49%
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,568
shares
|
$319,587
0.13% of portfolio
|
Q3 2024
New holding
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,562
shares
|
$318,840
1.01% of portfolio
|
Q3 2022
Added 0.04%
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,558
shares
|
$318,343
0.03% of portfolio
|
Q4 2024
New holding
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,551
shares
|
$317,471
0.07% of portfolio
|
Q3 2024
Reduced 0.93%
|