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 |
|---|---|---|---|---|---|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
5,332
shares
|
$640,319
0.26% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,293
shares
|
$635,636
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
5,221
shares
|
$626,989
0.02% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,170
shares
|
$620,865
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
5,165
shares
|
$620,264
0.17% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,141
shares
|
$617,382
0.03% of portfolio
|
Q3 2023
Added 3.05%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
5,120
shares
|
$614,860
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,092
shares
|
$611,498
0.04% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
5,068
shares
|
$608,616
0.28% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,063
shares
|
$608,015
0.07% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,050
shares
|
$606,454
0.05% of portfolio
|
Q2 2024
Reduced 60.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,010
shares
|
$601,650
0.04% of portfolio
|
Q3 2024
Reduced 22.08%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
4,996
shares
|
$599,969
0.15% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
4,995
shares
|
$599,849
0.41% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,951
shares
|
$594,565
0.02% of portfolio
|
Q3 2024
Reduced 40.27%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,923
shares
|
$591,203
0.85% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,913
shares
|
$590,002
0.33% of portfolio
|
Q3 2023
Added 39.38%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
4,905
shares
|
$589,041
0.16% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,864
shares
|
$584,117
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,857
shares
|
$583,277
0.01% of portfolio
|
Q3 2024
Added 48.81%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,850
shares
|
$582,436
0.06% of portfolio
|
Q4 2023
Reduced 27.87%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,814
shares
|
$578,113
0.02% of portfolio
|
Q3 2024
Reduced 19.95%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
4,807
shares
|
$577,272
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
4,805
shares
|
$577,032
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
4,764
shares
|
$572,108
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|