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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
16
shares
|
$1,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
16
shares
|
$1,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
16
shares
|
$1,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
15
shares
|
$1,582
0.0% of portfolio
|
Q3 2024
Reduced 74.14%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
15
shares
|
$1,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
14
shares
|
$1,477
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
13
shares
|
$1,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
13
shares
|
$1,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$1,266
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12
shares
|
$1,266
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11
shares
|
$1,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$1,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,055
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
10
shares
|
$1,055
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
10
shares
|
$1,055
0.0% of portfolio
|
Q4 2024
Reduced 74.36%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
10
shares
|
$1,055
0.0% of portfolio
|
Q2 2024
Reduced 87.8%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
10
shares
|
$1,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
8
shares
|
$844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
8
shares
|
$844
0.0% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$738
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
7
shares
|
$738
0.0% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$527
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$422
0.0% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$422
0.0% of portfolio
|
Q2 2024
Reduced 95.51%
|