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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,624
shares
|
$195,026
0.0% of portfolio
|
Q3 2024
Reduced 46.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
1,620
shares
|
$194,545
0.01% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,615
shares
|
$193,945
0.45% of portfolio
|
Q3 2022
Added 22.81%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
1,610
shares
|
$193,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,607
shares
|
$192,984
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,602
shares
|
$192,384
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
1,600
shares
|
$192,144
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,588
shares
|
$190,702
0.02% of portfolio
|
Q3 2024
Reduced 61.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,585
shares
|
$190,342
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,584
shares
|
$190,222
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
1,580
shares
|
$189,742
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
1,579
shares
|
$189,622
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Henry James International Management Inc.
|
Oct 29, 2024 Q3 2024 |
1,577
shares
|
$189,381
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,561
shares
|
$187,460
0.0% of portfolio
|
Q4 2022
Added 7.43%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
1,560
shares
|
$187,340
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
1,551
shares
|
$186,259
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,551
shares
|
$186,259
0.73% of portfolio
|
Q3 2022
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
1,540
shares
|
$184,938
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
1,534
shares
|
$184,218
0.03% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,533
shares
|
$184,097
0.02% of portfolio
|
Q3 2024
Added 71.67%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,529
shares
|
$183,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
1,526
shares
|
$183,257
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,525
shares
|
$183,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,521
shares
|
$182,656
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,517
shares
|
$182,176
0.02% of portfolio
|
Q3 2024
New holding
|