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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
41,321
shares
|
$4.35 Million
0.33% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
40,970
shares
|
$4.32 Million
0.09% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Mc Ginn Investment Management, Inc.
|
Feb 12, 2025 Q4 2024 |
40,805
shares
|
$4.3 Million
3.47% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
40,778
shares
|
$4.3 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
40,586
shares
|
$4.28 Million
0.12% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
40,273
shares
|
$4.24 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
40,063
shares
|
$4.22 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
39,955
shares
|
$4.21 Million
0.14% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
39,444
shares
|
$4.16 Million
1.39% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,983
shares
|
$4.11 Million
0.42% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
38,085
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
37,718
shares
|
$3.97 Million
0.0% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
37,552
shares
|
$3.96 Million
1.96% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
37,427
shares
|
$3.94 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
37,353
shares
|
$3.94 Million
0.06% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
37,324
shares
|
$3.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
36,625
shares
|
$3.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
36,572
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
35,841
shares
|
$3.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
35,569
shares
|
$3.75 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,553
shares
|
$3.75 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
34,423
shares
|
$3.63 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
34,261
shares
|
$3.61 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
34,149
shares
|
$3.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
33,980
shares
|
$3.58 Million
0.56% of portfolio
|
Q4 2024
Reduced -0.0%
|