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 |
|---|---|---|---|---|---|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
2,550
shares
|
$306,229
0.33% of portfolio
|
Q3 2023
Reduced 7.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,546
shares
|
$305,749
0.0% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,542
shares
|
$305,268
0.01% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,529
shares
|
$303,707
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,529
shares
|
$303,707
0.01% of portfolio
|
Q3 2024
Added 25.7%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,528
shares
|
$303,587
0.01% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
2,508
shares
|
$301,185
0.02% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,497
shares
|
$299,864
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,488
shares
|
$298,783
0.03% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
2,465
shares
|
$296,021
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
2,465
shares
|
$296,021
0.12% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,455
shares
|
$294,820
0.01% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,451
shares
|
$294,340
0.03% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,447
shares
|
$293,860
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,426
shares
|
$291,338
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,423
shares
|
$290,978
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,418
shares
|
$290,377
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,410
shares
|
$289,416
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,407
shares
|
$289,056
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$288,216
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,396
shares
|
$287,735
0.08% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
2,395
shares
|
$287,615
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
2,375
shares
|
$285,213
0.0% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,371
shares
|
$284,733
0.05% of portfolio
|
Q3 2022
Reduced 2.07%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
2,367
shares
|
$284,253
0.09% of portfolio
|
Q2 2024
Added 0.72%
|