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 |
---|---|---|---|---|---|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
32,555
shares
|
$3.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
32,543
shares
|
$3.43 Million
0.7% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
32,309
shares
|
$3.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
32,292
shares
|
$3.4 Million
0.64% of portfolio
|
Q4 2024
Added 0.11%
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
32,138
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2024
Added 4.83%
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,012
shares
|
$3.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
31,435
shares
|
$3.31 Million
0.15% of portfolio
|
Q4 2024
Added 1.59%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
31,423
shares
|
$3.31 Million
0.42% of portfolio
|
Q4 2022
Reduced 0.98%
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
31,423
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,126
shares
|
$3.28 Million
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
30,872
shares
|
$3.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
30,513
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
Infusive Asset Management Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
30,511
shares
|
$3.22 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,291
shares
|
$3.19 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
30,059
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Added 8.18%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,993
shares
|
$3.16 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,795
shares
|
$3.14 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
29,695
shares
|
$3.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
29,665
shares
|
$3.13 Million
0.39% of portfolio
|
Q4 2024
Added 582.74%
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
29,404
shares
|
$3.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
29,216
shares
|
$3.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,965
shares
|
$3.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
28,886
shares
|
$3.04 Million
0.35% of portfolio
|
Q4 2024
Added 27.87%
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
28,583
shares
|
$3.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
28,565
shares
|
$3.01 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.13%
|