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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,675
shares
|
$561,420
0.01% of portfolio
|
Q3 2024
Added 56.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,640
shares
|
$557,217
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,638
shares
|
$556,977
0.08% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,628
shares
|
$555,776
0.03% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,614
shares
|
$554,095
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,599
shares
|
$552,293
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
4,571
shares
|
$548,931
0.0% of portfolio
|
Q3 2024
Added 113.3%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,502
shares
|
$540,645
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,480
shares
|
$538,003
0.02% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
4,428
shares
|
$531,758
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,400
shares
|
$528,396
0.21% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
4,370
shares
|
$524,793
0.06% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,360
shares
|
$523,592
0.05% of portfolio
|
Q3 2023
Reduced 6.14%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
4,345
shares
|
$521,791
0.06% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
4,338
shares
|
$520,950
0.02% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,334
shares
|
$520,470
0.17% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
4,300
shares
|
$516,387
0.03% of portfolio
|
Q2 2023
Added 22.86%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,248
shares
|
$510,142
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,247
shares
|
$510,022
0.06% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,247
shares
|
$510,022
0.11% of portfolio
|
Q2 2023
Added 0.78%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,240
shares
|
$509,181
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
4,223
shares
|
$507,140
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,216
shares
|
$506,299
0.04% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
4,200
shares
|
$504,378
0.08% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
4,185
shares
|
$502,576
0.29% of portfolio
|
Q3 2024
Added 6.84%
|