Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,091 institutions that hold shares in the stock, with a total of 56.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,373
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
9,349
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2020
Added 1.47%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
9,276
shares
|
$1.1 Million
0.61% of portfolio
|
Q1 2024
Added 24.86%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,231
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Canoe Financial LP
Calgary, A0 |
Oct 24, 2024 Q3 2024 |
9,167
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
9,161
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Added 29.69%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
9,105
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,092
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2022
Added 1.84%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
9,064
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,001
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2024
Reduced 80.99%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
8,995
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,946
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
8,927
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2024
Added 98.86%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,900
shares
|
$1.06 Million
0.25% of portfolio
|
Q1 2024
Added 109.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,885
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
8,857
shares
|
$1.05 Million
0.78% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Nov 06, 2024 Q3 2024 |
8,803
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
8,802
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
8,613
shares
|
$1.02 Million
0.78% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
8,573
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 78.14%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,487
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Added 399.53%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
8,456
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
8,450
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
8,441
shares
|
$1 Million
0.31% of portfolio
|
Q3 2024
Reduced 22.68%
|