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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
29
shares
|
$3,482
0.0% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
28
shares
|
$3,362
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
25
shares
|
$3,002
0.0% of portfolio
|
Q2 2019
Reduced 80.0%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
25
shares
|
$3,002
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
25
shares
|
$3,002
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
24
shares
|
$2,882
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
23
shares
|
$2,762
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
23
shares
|
$2,762
0.0% of portfolio
|
Q2 2024
Reduced 30.43%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
22
shares
|
$2,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
22
shares
|
$2,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
21
shares
|
$2,521
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
21
shares
|
$2,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
21
shares
|
$2,521
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
20
shares
|
$2,401
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$2,401
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19
shares
|
$2,281
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$1,921
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
16
shares
|
$1,921
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
15
shares
|
$1,801
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
15
shares
|
$1,801
0.0% of portfolio
|
Q3 2024
Reduced 74.14%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14
shares
|
$1,681
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
13
shares
|
$1,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$1,441
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12
shares
|
$1,441
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
11
shares
|
$1,320
0.0% of portfolio
|
Q3 2024
New holding
|