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 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
595
shares
|
$62,784
0.05% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
575
shares
|
$60,674
0.04% of portfolio
|
Q2 2020
Reduced 23.33%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
570
shares
|
$60,146
0.02% of portfolio
|
Q2 2024
Reduced 14.93%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
558
shares
|
$58,880
0.02% of portfolio
|
Q4 2024
Added 39.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
558
shares
|
$58,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
520
shares
|
$54,870
0.0% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
500
shares
|
$52,760
0.01% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
500
shares
|
$52,760
0.02% of portfolio
|
Q4 2023
Reduced 16.25%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
497
shares
|
$52,443
0.07% of portfolio
|
Q2 2022
Reduced 58.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
496
shares
|
$52,337
0.0% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
486
shares
|
$51,282
0.02% of portfolio
|
Q4 2024
Added 19.7%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
483
shares
|
$50,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
475
shares
|
$50,122
0.01% of portfolio
|
Q4 2024
Reduced 29.63%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
466
shares
|
$49,172
0.01% of portfolio
|
Q2 2024
Added 489.87%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
460
shares
|
$48,539
0.02% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
450
shares
|
$47,484
0.0% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
448
shares
|
$47,272
0.0% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
442
shares
|
$46,639
0.0% of portfolio
|
Q4 2024
Reduced 68.45%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
441
shares
|
$46,534
0.0% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$46,006
0.03% of portfolio
|
Q2 2024
Reduced 29.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
435
shares
|
$45,901
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
413
shares
|
$43,579
0.01% of portfolio
|
Q2 2023
Reduced 9.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
413
shares
|
$43,579
0.0% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
401
shares
|
$42,313
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
400
shares
|
$42,208
0.03% of portfolio
|
Q4 2024
Reduced 42.86%
|