Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,091 institutions that hold shares in the stock, with a total of 56.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
929
shares
|
$110,281
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
920
shares
|
$109,213
0.03% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
900
shares
|
$106,839
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
892
shares
|
$105,889
0.03% of portfolio
|
Q3 2024
Added 31.18%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
846
shares
|
$100,428
0.06% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
817
shares
|
$96,986
0.01% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
796
shares
|
$94,493
0.04% of portfolio
|
Q3 2022
Reduced 9.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
793
shares
|
$94,137
0.01% of portfolio
|
Q3 2024
Added 104.91%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
770
shares
|
$91,406
0.03% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
761
shares
|
$90,338
0.01% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
720
shares
|
$85,471
0.02% of portfolio
|
Q3 2024
Reduced 38.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
710
shares
|
$84,284
0.02% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
709
shares
|
$84,165
0.0% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
700
shares
|
$83,097
0.07% of portfolio
|
Q4 2023
Reduced 5.53%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
675
shares
|
$80,129
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
649
shares
|
$77,042
0.02% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
616
shares
|
$73,125
0.05% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
611
shares
|
$72,531
0.02% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
604
shares
|
$71,700
0.0% of portfolio
|
Q3 2024
Added 77.13%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
600
shares
|
$71,226
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
597
shares
|
$70,869
0.03% of portfolio
|
Q2 2022
Reduced 20.08%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
575
shares
|
$68,258
0.04% of portfolio
|
Q2 2020
Reduced 23.33%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
570
shares
|
$67,664
0.02% of portfolio
|
Q2 2024
Reduced 14.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
570
shares
|
$67,664
0.0% of portfolio
|
Q3 2024
Added 83.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
550
shares
|
$65,290
0.01% of portfolio
|
Q3 2024
Added 10.66%
|