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 Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,332
shares
|
$290,217
0.06% of portfolio
|
Q3 2024
New holding
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
2,323
shares
|
$289,097
0.0% of portfolio
|
Q3 2024
Added 38.27%
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,321
shares
|
$288,848
0.03% of portfolio
|
Q3 2024
Added 40.07%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,319
shares
|
$288,599
0.02% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
2,305
shares
|
$286,857
0.06% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,302
shares
|
$286,483
0.02% of portfolio
|
Q3 2024
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,297
shares
|
$285,861
0.02% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
2,287
shares
|
$284,617
0.03% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,285
shares
|
$284,368
0.02% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
2,284
shares
|
$284,243
0.04% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
2,263
shares
|
$281,630
0.04% of portfolio
|
Q3 2024
New holding
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,263
shares
|
$281,630
0.02% of portfolio
|
Q4 2024
Reduced 46.72%
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,249
shares
|
$279,888
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,238
shares
|
$278,519
0.01% of portfolio
|
Q3 2024
Reduced 54.16%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,236
shares
|
$278,270
0.01% of portfolio
|
Q4 2022
Added 5.27%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,218
shares
|
$276,030
0.01% of portfolio
|
Q4 2024
Added 22.34%
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,208
shares
|
$274,785
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,203
shares
|
$274,163
0.01% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$273,790
0.21% of portfolio
|
Q4 2023
New holding
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,189
shares
|
$272,421
0.01% of portfolio
|
Q3 2022
Reduced 36.81%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,187
shares
|
$272,172
0.0% of portfolio
|
Q3 2024
Added 6.11%
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,179
shares
|
$271,176
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
2,163
shares
|
$269,185
0.2% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,144
shares
|
$266,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
2,142
shares
|
$266,571
0.11% of portfolio
|
Q4 2024
Reduced 26.62%
|