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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
42
shares
|
$5,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
41
shares
|
$4,923
0.0% of portfolio
|
Q3 2024
Reduced 71.13%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
41
shares
|
$4,923
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
41
shares
|
$4,923
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
41
shares
|
$4,923
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
41
shares
|
$4,923
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
41
shares
|
$4,923
0.0% of portfolio
|
Q2 2024
Reduced 37.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
40
shares
|
$4,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
39
shares
|
$4,683
0.0% of portfolio
|
Q3 2024
Reduced 77.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
39
shares
|
$4,683
0.0% of portfolio
|
Q3 2024
Added 39.29%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
38
shares
|
$4,563
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
38
shares
|
$4,563
0.0% of portfolio
|
Q3 2024
Reduced 69.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
37
shares
|
$4,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
37
shares
|
$4,443
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
36
shares
|
$4,323
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
36
shares
|
$4,323
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
35
shares
|
$4,203
0.0% of portfolio
|
Q4 2023
Reduced 49.28%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35
shares
|
$4,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$4,203
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
34
shares
|
$4,083
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
32
shares
|
$3,842
0.0% of portfolio
|
Q2 2024
Reduced 89.74%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$3,602
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$3,602
0.0% of portfolio
|
Q2 2022
Added 87.5%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$3,602
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$3,602
0.0% of portfolio
|
Q4 2023
New holding
|