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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
86
shares
|
$10,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
86
shares
|
$10,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
85
shares
|
$10,207
0.0% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
85
shares
|
$10,207
0.0% of portfolio
|
Q3 2024
Reduced 77.92%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
84
shares
|
$10,087
0.0% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
84
shares
|
$10,087
0.01% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
83
shares
|
$9,967
0.0% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
82
shares
|
$9,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
77
shares
|
$9,246
0.0% of portfolio
|
Q4 2023
Added 28.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
76
shares
|
$9,126
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$9,006
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
73
shares
|
$8,766
0.0% of portfolio
|
Q1 2024
Added 37.74%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
70
shares
|
$8,406
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68
shares
|
$8,166
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
66
shares
|
$7,925
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$7,805
0.0% of portfolio
|
Q3 2023
Reduced 69.77%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
61
shares
|
$7,325
0.0% of portfolio
|
Q4 2023
Reduced 59.6%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$7,205
0.0% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
53
shares
|
$6,364
0.0% of portfolio
|
Q3 2022
Added 17.78%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
50
shares
|
$6,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
48
shares
|
$5,764
0.0% of portfolio
|
Q1 2023
Reduced 51.02%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
48
shares
|
$5,764
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
48
shares
|
$5,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
47
shares
|
$5,644
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
43
shares
|
$5,163
0.0% of portfolio
|
Q2 2024
New holding
|