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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
78,195
shares
|
$8.24 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
77,710
shares
|
$8.19 Million
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
75,037
shares
|
$7.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Drh Investments, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
74,149
shares
|
$7.81 Million
10.84% of portfolio
|
Q4 2024
Added 121.1%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Feb 13, 2025 Q4 2024 |
71,934
shares
|
$7.58 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
71,875
shares
|
$7.57 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
70,281
shares
|
$7.41 Million
0.02% of portfolio
|
Q4 2024
Added 393.72%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
63,564
shares
|
$6.7 Million
1.62% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
63,092
shares
|
$6.65 Million
0.01% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
62,637
shares
|
$6.6 Million
0.0% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
62,456
shares
|
$6.58 Million
0.72% of portfolio
|
Q4 2024
Reduced 90.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
62,114
shares
|
$6.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
61,392
shares
|
$6.47 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
61,053
shares
|
$6.43 Million
0.24% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,811
shares
|
$6.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
60,679
shares
|
$6.39 Million
0.01% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
59,435
shares
|
$6.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
59,252
shares
|
$6.24 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
58,594
shares
|
$6.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
57,828
shares
|
$6.09 Million
0.01% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Feb 04, 2025 Q4 2024 |
57,739
shares
|
$6.08 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
56,762
shares
|
$5.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
56,425
shares
|
$5.95 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
56,241
shares
|
$5.93 Million
1.55% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
55,221
shares
|
$5.82 Million
1.52% of portfolio
|
Q4 2024
Reduced 6.49%
|