Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,090 institutions that hold shares in the stock, with a total of 56.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,850
shares
|
$702,526
0.11% of portfolio
|
Q3 2024
Reduced 71.61%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
5,793
shares
|
$695,681
0.14% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5,782
shares
|
$694,360
0.12% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
5,767
shares
|
$692,559
0.16% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,763
shares
|
$692,078
0.06% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
5,739
shares
|
$689,196
0.02% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
5,736
shares
|
$688,836
0.1% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,731
shares
|
$688,235
0.02% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,703
shares
|
$684,873
0.02% of portfolio
|
Q4 2023
Added 176.58%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
5,703
shares
|
$684,873
0.12% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
5,700
shares
|
$684,513
0.29% of portfolio
|
Q4 2023
Reduced 8.06%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,692
shares
|
$683,552
0.0% of portfolio
|
Q2 2023
Reduced 0.51%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
5,642
shares
|
$677,547
0.14% of portfolio
|
Q3 2024
Added 103.24%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
5,640
shares
|
$677,307
0.04% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
5,571
shares
|
$669,021
0.38% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,549
shares
|
$666,379
0.01% of portfolio
|
Q2 2022
Reduced 0.94%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,528
shares
|
$663,857
0.39% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
5,520
shares
|
$662,896
0.25% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,510
shares
|
$661,695
0.02% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
5,500
shares
|
$660,495
0.03% of portfolio
|
Q2 2024
Added 44.74%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
5,422
shares
|
$651,127
0.77% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$648,486
0.11% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
5,383
shares
|
$646,444
0.28% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
5,341
shares
|
$641,400
0.56% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
5,338
shares
|
$641,040
0.5% of portfolio
|
Q3 2024
Reduced 3.61%
|