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 |
---|---|---|---|---|---|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,816
shares
|
$194,384
0.04% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
1,809
shares
|
$193,635
0.07% of portfolio
|
Q4 2024
Added 0.72%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,799
shares
|
$192,564
0.0% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,790
shares
|
$191,601
0.04% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
1,790
shares
|
$191,601
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
1,786
shares
|
$191,173
0.14% of portfolio
|
Q4 2024
Added 1.82%
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
1,774
shares
|
$189,888
0.01% of portfolio
|
Q4 2024
Reduced 63.1%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,769
shares
|
$189,353
0.02% of portfolio
|
Q4 2024
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,747
shares
|
$186,998
0.09% of portfolio
|
Q2 2022
Reduced 25.75%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,732
shares
|
$185,393
0.05% of portfolio
|
Q2 2023
Reduced 0.92%
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,726
shares
|
$184,751
0.04% of portfolio
|
Q3 2024
Added 1.05%
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,720
shares
|
$184,108
0.0% of portfolio
|
Q4 2024
Reduced 42.26%
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,716
shares
|
$183,680
0.08% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
1,714
shares
|
$183,466
0.16% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,713
shares
|
$183,359
0.0% of portfolio
|
Q1 2024
New holding
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,705
shares
|
$182,503
0.06% of portfolio
|
Q4 2024
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,700
shares
|
$181,968
0.03% of portfolio
|
Q4 2024
New holding
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,688
shares
|
$180,683
0.01% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,683
shares
|
$180,148
0.02% of portfolio
|
Q4 2024
New holding
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1,683
shares
|
$180,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
1,681
shares
|
$179,934
0.11% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,678
shares
|
$179,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
1,678
shares
|
$179,613
0.16% of portfolio
|
Q4 2024
New holding
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,675
shares
|
$179,292
0.02% of portfolio
|
Q4 2024
Reduced 27.24%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
1,669
shares
|
$178,649
0.05% of portfolio
|
Q4 2024
Added 2.52%
|