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 $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
113
shares
|
$11,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
112
shares
|
$11,802
0.01% of portfolio
|
Q2 2023
Reduced 6.67%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
111
shares
|
$11,697
0.0% of portfolio
|
Q2 2024
Reduced 68.29%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
111
shares
|
$11,697
0.0% of portfolio
|
Q4 2024
Added 81.97%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
110
shares
|
$11,591
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
108
shares
|
$11,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$10,538
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q2 2018
Reduced 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
100
shares
|
$10,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q2 2024
Added 226.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
100
shares
|
$10,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
99
shares
|
$10,432
0.01% of portfolio
|
Q3 2024
Reduced 80.89%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
99
shares
|
$10,432
0.01% of portfolio
|
Q4 2024
Reduced 54.59%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
97
shares
|
$10,221
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
95
shares
|
$10,011
0.0% of portfolio
|
Q1 2023
Reduced 97.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
90
shares
|
$9,484
0.01% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
88
shares
|
$9,273
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
87
shares
|
$9,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
87
shares
|
$9,168
0.0% of portfolio
|
Q4 2024
Added 141.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
86
shares
|
$9,062
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
85
shares
|
$8,957
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|