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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
85
shares
|
$8,957
0.0% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
84
shares
|
$8,851
0.0% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
84
shares
|
$8,851
0.01% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
82
shares
|
$8,641
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ninety One Uk LTD
London, X0 |
Jan 27, 2025 Q4 2024 |
77
shares
|
$8,114
0.0% of portfolio
|
Q4 2023
Added 28.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
77
shares
|
$8,114
0.0% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
76
shares
|
$8,008
0.0% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
75
shares
|
$7,903
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
75
shares
|
$7,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
74
shares
|
$7,798
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
73
shares
|
$7,692
0.0% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
70
shares
|
$7,376
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
70
shares
|
$7,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68
shares
|
$7,165
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
66
shares
|
$6,955
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
65
shares
|
$6,849
0.0% of portfolio
|
Q3 2023
Reduced 69.77%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
65
shares
|
$6,849
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
64
shares
|
$6,744
0.0% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
61
shares
|
$6,428
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
61
shares
|
$6,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
60
shares
|
$6,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
58
shares
|
$6,112
0.01% of portfolio
|
Q4 2024
Reduced 70.41%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
53
shares
|
$5,585
0.0% of portfolio
|
Q3 2022
Added 17.78%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
50
shares
|
$5,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
50
shares
|
$5,269
0.0% of portfolio
|
Q3 2024
New holding
|