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 |
---|---|---|---|---|---|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
8,440
shares
|
$1 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
8,436
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 380.41%
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
8,389
shares
|
$995,858
0.03% of portfolio
|
Q3 2024
Added 5.39%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
8,358
shares
|
$992,178
0.0% of portfolio
|
Q2 2024
Reduced 15.99%
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,278
shares
|
$982,681
0.01% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
8,194
shares
|
$972,709
0.48% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,188
shares
|
$971,997
0.02% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,180
shares
|
$971,047
0.0% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,149
shares
|
$967,367
0.09% of portfolio
|
Q3 2024
New holding
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,146
shares
|
$967,011
0.04% of portfolio
|
Q3 2024
Added 1.05%
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,138
shares
|
$966,061
0.11% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,099
shares
|
$961,432
0.0% of portfolio
|
Q3 2024
Reduced 77.66%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
8,050
shares
|
$955,615
0.02% of portfolio
|
Q3 2024
Added 35.29%
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,023
shares
|
$952,410
0.03% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7,997
shares
|
$949,323
0.99% of portfolio
|
Q3 2024
Added 0.93%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,946
shares
|
$943,269
0.03% of portfolio
|
Q3 2024
Added 100.66%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,854
shares
|
$932,348
0.04% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,815
shares
|
$927,718
0.51% of portfolio
|
Q1 2023
Reduced 6.01%
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,797
shares
|
$925,581
0.01% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
7,710
shares
|
$915,254
0.03% of portfolio
|
Q3 2022
New holding
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
7,696
shares
|
$913,592
0.5% of portfolio
|
Q3 2024
Added 17.21%
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,666
shares
|
$910,030
0.02% of portfolio
|
Q3 2024
Added 8.68%
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,664
shares
|
$909,793
0.01% of portfolio
|
Q3 2024
Added 38.26%
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,602
shares
|
$902,433
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,602
shares
|
$902,433
0.46% of portfolio
|
Q3 2024
Added 0.62%
|