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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,913
shares
|
$229,732
0.0% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,897
shares
|
$227,810
0.04% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,896
shares
|
$227,690
0.02% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,884
shares
|
$226,249
0.01% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
1,882
shares
|
$226,009
0.06% of portfolio
|
Q3 2024
Reduced 65.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,873
shares
|
$224,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
1,872
shares
|
$224,808
0.22% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
1,871
shares
|
$224,688
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,866
shares
|
$224,087
0.04% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,861
shares
|
$223,487
0.04% of portfolio
|
Q2 2022
Added 1.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,859
shares
|
$223,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,855
shares
|
$222,766
0.03% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
1,834
shares
|
$220,245
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,830
shares
|
$219,764
0.0% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,828
shares
|
$219,524
0.01% of portfolio
|
Q3 2024
Reduced 49.04%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
1,825
shares
|
$219,164
0.4% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,813
shares
|
$217,723
0.01% of portfolio
|
Q3 2024
Reduced 23.7%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
1,796
shares
|
$215,681
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
1,796
shares
|
$215,681
0.08% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
1,791
shares
|
$215,081
0.06% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,776
shares
|
$213,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,774
shares
|
$213,039
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,772
shares
|
$212,799
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,762
shares
|
$211,598
0.0% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
1,757
shares
|
$210,998
0.01% of portfolio
|
Q3 2024
New holding
|