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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
529
shares
|
$63,527
0.06% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
524
shares
|
$62,927
0.01% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
513
shares
|
$61,606
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
511
shares
|
$61,365
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
500
shares
|
$60,045
0.02% of portfolio
|
Q4 2023
Reduced 16.25%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
498
shares
|
$59,804
0.0% of portfolio
|
Q3 2024
Added 937.5%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
497
shares
|
$59,684
0.07% of portfolio
|
Q2 2022
Reduced 58.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
466
shares
|
$55,961
0.01% of portfolio
|
Q2 2024
Added 489.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
463
shares
|
$55,601
0.0% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$52,359
0.03% of portfolio
|
Q2 2024
Reduced 29.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
413
shares
|
$49,597
0.01% of portfolio
|
Q2 2023
Reduced 9.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
412
shares
|
$49,477
0.0% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
406
shares
|
$48,756
0.02% of portfolio
|
Q3 2024
Added 108.21%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
402
shares
|
$48,276
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$48,036
0.01% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
400
shares
|
$48,036
0.02% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
400
shares
|
$48,036
0.02% of portfolio
|
Q1 2024
Reduced 39.85%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
398
shares
|
$47,795
0.05% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
396
shares
|
$47,555
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
395
shares
|
$47,435
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
386
shares
|
$46,354
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
379
shares
|
$45,514
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
377
shares
|
$45,273
0.0% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
369
shares
|
$44,313
0.03% of portfolio
|
Q3 2024
Reduced 81.7%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
364
shares
|
$43,712
0.0% of portfolio
|
Q2 2024
Reduced 11.44%
|